Past Events
2025 ARMA Milwaukee Programs
Look back on the events and programs held in 2025. Click on the name of the event below to read more
January - John Mancini - Records and Archives: A Personal Journey
As part of ARMA Milwaukee’s Winter Series – John Mancini presented on his personal archives journey.
John states, “My father had no “backstory.” My father never mentioned his family. Never. The only thing my father ever said about his Italian immigrant family was that his parents died in the 1930s, shortly after arriving at Ellis Island. …..Except they didn’t.
Once I began the search for my grandparents, I mostly ran into dead-ends. Until the 1940 Census. My grandparents magically appear, but as inmates at the Rockland Insane Asylum. What happened? Why all the secrecy? And how did I use genealogy to unravel the mystery? And therein are the seeds of my quest to unravel our family history mystery.
If you missed John’s presentation, you can still read his story in his book Immigrant Secrets Available on Amazon
February - David Drever Throwing out Old Data: An In-Depth Look at Content Disposition in Microsoft 365.
As part of ARMA Milwaukee’s Winter Series – David Drever presented on and in-depth look at content disposition in Microsoft 365
About The Session – Many organizations look to record management within Microsoft 365 to maintain their data throughout its lifecycle. Records management ensures content is maintained within the environment until it must be removed. Removing that data is key to proper records management processes for all organizations.
David Drever will cover the disposition process within Microsoft 365. Additionally, he will demonstrate how disposition reviews can occur within the environment, from standard disposition reviews on a label to advanced disposition processes via Power Automate workflows. Join him to find out the method that best meets your needs and how to configure it.
David’s Blog: https://daviddrever.com/
Spring Seminar March & April 2025
Spring Seminar-Mania has become one of the most popular events for Information Management professionals all across the USA !
Spring Seminar-Mania is a one-of-a-kind event that was created by ARMA Milwaukee in 2021. The event showcases local ARMA chapters from across the Nation who team up to host virtual educational sessions that are free of charge! This is the fifth consecutive year that ARMA Milwaukee has chaired this event and we have a record 20 chapters participating meaning this will be the biggest and best year yet!
To see this year’s program of events Click Here
ARMA Milwaukee kicked off this year’s programing on April 3rd with End to End Governance “By Design” presented by Bruce Wirth
The most important assets in an organization are people and information. Learn how a collaborative “By Design” approach and comprehensive “End to End” Governance Framework can bring those assets together in harmony.
December - The Convergence of Records, Information, and Data Governance
The Convergence of Records, Information, and Data Governance
Stop, Children, What’s That Sound: Everybody Look What’s Going Down
The Convergence of Records, Information, and Data Governance
Presented by Steve Weissman, Founder & CEO, Holly Group
In 1967, in the hit song “For What It’s Worth,” Dusty Springfield sang: “There’s something happening here; what it is ain’t exactly clear.”
Today, I’m saying it too, with one important change: what’s happening is clear, and it’s the long-anticipated emergence of data #governance into records and information (and vice versa).
This won’t come as a surprise to anyone who understands that all information needs to be governed, be it structured or unstructured. But data and documents traditionally have been handled separately, and this has led to inconsistent policies across the enterprise, increased risks in terms of privacy and information quality, and inefficiencies in operations.
This session draws on recent client experiences to explore what’s driving the convergence of data and information (hint: it’s initials are A and I) and how you can leverage it to maximum effect.
Attendees of this session will learn about:
Surprisingly similar thinking among CIOs
- Evidence that the convergence is here
- Changes in the records space
- The opportunity at hand
Steve Weissman, Founder & CEO, Holly Group
Steve Weissman is Founder and CEO at Holly Group, which helps you get the most value you can from your information. His goal is your goal: to reduce compliance risks and unlock business opportunities by improving your ability to find, leverage, protect, and improve the quality of your business data – and foster the organizational culture shifts needed to succeed.
Known as The Info Gov Guy™, Weissman has spent the last 25+ years helping clients improve the handling of their paper-based and electronic data (structured and unstructured); their information processes and technology challenges; and their people dynamics – thereby enabling them to achieve “Better Business Thru Better Governance.”
Weissman is a multi-credentialed consultant, analyst, instructor, and public speaker. A long-time contributor to associations including AIIM and ARMA, he has been honored as an AIIM Fellow, a recipient of AIIM’s prestigious Award of Merit, and an inaugural inductee of the Information Governance Hall of Honor.
Highly regarded for his populist style, Weissman is uniquely accessible for a thought leader of his stature. A dynamic writer and in-demand public speaker, he regularly publishes blog posts, videos, and audio podcasts; presents to C-level executives and internal program teams; and ‘wows’ participants in public and private conferences, workshops, and webinars.
He is best reached at steve@hollygroup.com / LinkedIn @steveweissman / 617-383-4655.
2024 ARMA Milwaukee Programs
Look back on the events and programs held in 2024. Click on the name of the event below to read more
February - Fetching the Future – An update on giving up the ink
Over the past few years, it had become clear that the University of Washington was on a fast track to going paperless. With the advent of modern central systems, with online forms, with e-signatures – more and more records were being created and received electronically. And then the pandemic removed the last rationalization for continuing to produce paper records. Paper became a liability. UW Records Management Services worked on a number of initiatives and tools with other campus partners like Marketing, Sustainability and UW-IT to make this transition. Barbara last presented about the advent of the University of Washington’s paperless initiative in 2022 and has been making headway ever since!
Join Barbara Benson, University Records Officer and Director of Records Management Services for an update to this case study of what UW Records Management Services did to drive the UW in the direction of a paperless environment.
About Barbara Benson
Since 1992 Barbara Benson has been the University Records Officer and Director of the University of Washington Records Management program.
Ms. Benson received a graduate degree in History/Archives and Records Management from New York University. She has worked as either Archivist or Records Manager in such diverse arenas as not-for-profits, banking, city government, state government, and higher education.
Ms. Benson is a frequent speaker at ARMA (Association of Records Managers and Administrators) conferences and meetings, at the Northwest Clerks Institute, and for other organizations and institutions interested in managing data and information.
See her program’s website at https://finance.uw.edu/recmgt/home
April - Jesse Wilkins Records Management in the Age of Privacy
April 25, 2024 As part of Spring Seminar Mania
April - May 4th Annual Spring Seminar Mania
Spring Seminar-Mania, is a one-of-a-kind event that was created by ARMA Milwaukee in 2021. The event showcases local ARMA chapters from across the Nation who team up to host virtual educational sessions that are free of charge! This is the fourth consecutive year that ARMA Milwaukee has chaired this event and thanks to the many fantastic local chapters that have joined us, 2024 is going to be the biggest and best offering yet! And the value doesn’t stop there because in addition to the free educational sessions, we feature prize giveaways, a networking/prize/trivia finale AND for the first time, we are going to give all attendees a code to receive a free download copy of ARMA International’s Glossary of Records and Information Management Terms!
Below is list of the 16 participating ARMA chapters along with the date of their presentation. We hope you’ll join us in supporting these chapters by way of signing up for their event. The first event starts on April 11th. Click Here to Review the Events Program
June - John Gurda-A Life in History — My career through fifty years of 1099s
Thursday June 13, 2024
A long-time local history columnist for the Milwaukee Journal Sentinel, John has authored 23 books, including histories of Milwaukee-area neighborhoods, industries, and places of worship. One of his books, The Making of Milwaukee was the basis for an Emmy Award-winning documentary series that premiered on Milwaukee Public Television in 2006. During the meeting John will share how he managed to pursue his passion through, “A Life in History – Fifty Years of 1099’s” including details about his research, personal records, reference materials and more.
*Special thanks to Godfrey & Kahn, S.C. for helping us secure the room.
About the Program:
A Life in History — My career through fifty years of 1099s-
John Gurda’s career as a Milwaukee historian was completely unplanned and highly insecure, but it has been highly satisfying. Hear firsthand the story of how Gurda managed to pursue his passion through fifty years of 1099s including details about his research methods, personal records and the reference and source materials that he found most useful.
There is no charge to attend and that is not a typo. Part of the value that ARMA Milwaukee brings is found through networking with peers so, join us on June 13 to connect with old friends, to make new acquaintances and to share in a once in a lifetime opportunity to spend an hour with a Milwaukee treasure whose humble response upon my asking him to consider speaking for us was…
About John Gurda
John Gurda is a Milwaukee-born writer and historian who has been studying his hometown since 1972. He is the author of twenty-three books, including The Making of Milwaukee, the first full-length history of the community published since 1948, and Milwaukee: City of Neighborhoods, a geographic companion that has quickly become the standard work on grassroots Milwaukee. Together the books total more than 900 pages and feature 2,000 illustrations. The Making of Milwaukee was the basis for an Emmy Award-winning documentary series that premiered on Milwaukee Public Television in 2006.
Gurda’s undergraduate degree is a B.A. in English from Boston College, and he holds an M.A. in Cultural Geography and an honorary Ph.D. from the University of Wisconsin-Milwaukee. In addition to his work as an author, Gurda is a frequent speaker on Milwaukee topics and for twenty-nine years was the local history columnist for the Milwaukee Journal Sentinel. The common thread in all of his work is an understanding of history as “why things are the way they are.”
“Since I owe much of my career to archivists (and librarians), I’d be glad to discuss a program for ARMA.”
December - John Isaza -AI Usage in the IG Space: Legal Challenges and Modern Uses
Thursday December 12, 2024 Winter Series event #1
2023 ARMA Milwaukee Programs
Look back on the events and programs held in 2023. Click on the name of the event below to read more
January - David Drever- Modernizing Your Data Retention
January 17, 2023 Part 2 of the Winter Series – David Drever
Historically, data retention in an environment has been based mainly on two key pieces of data: when the document was created or when the document was last modified. More recently, retention policies have also been controlled based on the content of the data, but again determining disposition goes
back to created or last modified dates.
Perhaps you would like more options for controlling document retention. Maybe project documents that are retained based on the project end date make more sense to your organization. In this session, we will illustrate how you can go beyond the basic created or modified dates of data to controlling
retention based on events that occur. No longer do you need to be constrained to a few pieces of metadata for determining the data retention policies of your content.
February - Teresa Drabenstadt -IG + IT = ❤️? (OR 😡?)
Part 3 of the Winter Series – February – Teresa Drabenstadt -IG + IT = ❤️? (OR 😡?)
March - Chris Perkens- Every Dragon has a Name: Information Recording for Dungeons & Dragons
March 29, 2023 – Chris Perkins – Every Dragon has a Name: Information Recording for Dungeons & Dragons
Dungeons & Dragons, arguably the world’s greatest roleplaying game, celebrates its 50th anniversary in 2024. D&D has multiple editions and millions of fans worldwide. More words have been published for D&D than Star Wars, Star Trek, and Middle Earth combined. How does one keep track of everything that has been created for a game with a 50-year legacy?
April - Eliz Greene - Active Recovery for Unavoidable Stress
April 12, 2023 Eliz Greene – Active Recovery for Unavoidable Stress
About the Program: Hectic pace, chronic high-stress, uncertainty, and unavoidable negative influences can threaten productivity, creativity, and suck the fun out of even the most enjoyable professions. Based on her book Stress-Proof Your Life and research on job stress, professional speaker, Eliz Greene shares insights and strategies to limit the impact of stress to improve performance and quality of life. This program, created specifically for high-performance teams in high pressure occupations as part of Eliz Greene’s work with NASA, encourages active stress recovery similar to active physical recovery used by high-performance athletes. It includes 5 essential skills to:
- Notice and address symptoms of high stress
- Decompress from pressure and stress you can’t avoid
- Signal your body to release cortisol to protect your health, performance, and quality of life
- Change the focus from problem solving to achievement
- Find the motivation to make a change
April & May - Spring Seminar Mania III
A practical, sustainable, and boundaryless way for all of us to join together for our common interests, participate in educational sessions, and network with colleagues from all over the country.
13 ARMA Chapters have partnered to provide 13 educational sessions during the months of April and May.
October - Nick Inglis - Strategic Information Professional Certification
Kicking off the 2023 – 2024 program year with a bang as Nick Inglis, Founder of InfoAdvocates and former President of ARMA International shares an in-depth look at one of the newest resources that all Information Management Professionals need to know about.
Join us on October 31, 2023 (Noon – 1 P.M. Central) for a Halloween themed viewing party where we will not only learn about InfoAdvocates and their new Strategic Information Professional Certification (SIPC) but, also hear Nick share his thoughts on the Information Management profession, his own personal journey and his health struggles dating back to Covid and much more. This is a heart-felt presentation filled with information and resources that every Information Professional will want to know about.
On top of that, it’s ARMA Milwaukee’s 75th Anniversary and we’re in the mood to celebrate so, we’ve decided to turn this meeting into a virtual masquerade ball; complete with prizes! Wear your favorite costume, mask or hat and help us celebrate turning 75. One lucky winner will receive a free Strategic Information Professional Certification exam, courtesy of Nick and InfoAdvocates. Click Here
November - Milwaukee Historical Society- Managing Archives & Records - Genealogical Research
Tuesday, November 14th. Noon to 1:30 Our chapter’s first in-person meeting since March 2020 !
Archivists for the Milwaukee County Historical Society, Steve Schaffer and Michael Barera, share what it’s like to manage the many historical documents and artifacts that are part of the Historical Society’s collection. The meeting will include a special tour of the facility which originally served as a bank when it was built in 1913. Following the tour, we will sit down with Steve and Michael to enjoy lunch, Q&A and some old-fashioned in-person networking! Afterwards, feel free to stick around and browse the many exhibits that this beautiful museum contains.
2022 ARMA Milwaukee Programs
Look back on the events and programs held in 2022. Click on the name of the event below to read more
March - Mark Diamond- Launching an Information Governance Program
March 9, 2022 – Mark Diamond- Launching an Information Governance Program
Effective Information Governance programs can be a tremendous boon for organizations, reducing risks and costs while increasing productivity. Yet launching and running an enterprise-wide program that pulls together multiple stakeholders, integrates policies and technologies and is actually followed by employees – all while avoiding getting stuck – can be hard. Some have compared launching a successful program akin to a moonshot, an endeavor fraught with hurdles and risks. Yet in the same way the Apollo space program succeeding in large part because of approach and attitude, so can Information Governance program also benefit from a similar “get it done” mindset. This presentation will review the most common hurdles and pitfalls and Information Governance, and how an effective approach can anticipate and overcome them. The Apollo space program demonstrated that while technology is important, ultimate success is driven by approach and attitude. Make your Information Governance moonshot.
April & May - Spring Seminar Mania II
Spring Seminar 2022:
This two month event will follow last years’ collaborative format of incorporating events from multi-chapters around the country ! It will also be free of charge and thanks to our generous sponsors, door prizes will be awarded at the end of the event. Be sure to attend as many as possible to “stamp your passport” and increase your odds of winning.
October - Mark Diamond- Landing Your Information Governance Program on Mars
October 6, 2022 – Mark Diamond- Landing Your Information Governance Program on Mars
Information Governance has never been easy, and now with a host of new requirements from privacy to information security, running a successful program can be likened to landing a rover on Mars. It’s not easy, the failure rate is pretty high, but with the right approach, it can definitely be done. In this discussion, lessons learned from remote space exploration and apply these to Information Governance. Like landing on Mars, it’s not easy but with perseverance you can get there.
November - Omero Banuelos & Brian Nowak How Privacy Laws Impact Your Retention Schedule
November 16, 2022 – Omero Banuelos & Brian Nowak How Privacy Laws Impact Your Retention Schedule
Learn how to utilize your retention schedule as a tool to develop your privacy program
December - David Drever - Records 101 Building Your RIM Foundation
The first in the Winter Series. Records management is becoming more and more critical. Many organizations are beginning to understand that records management is more than just preserving or disposing of your data. It’s also about categorizing it. As more and more organizations move away from paper documents to purely electronic storage, organizations need to categorize and control how their data is maintained in nontraditional storage.
In this session, we’ll cover the basics of records management. What is records management, WHY is it essential, WHO needs to be involved, WHEN should it be considered, WHERE it occurs, and finally, HOW can it be accomplished in Microsoft 365.
Click Here to Read More
2021 ARMA Milwaukee Programs
Look back on the events and programs held in 2021. Click on the name of the event below to read more
January - John Spencer – No Reflection, No Growth
January 20, 2021 – John Spencer – No Reflection, No Growth
Gaining wisdom from experience requires reflection. From collaborating effectively to growing as a leader, self-reflection is the path forward. While we all wish there was a fast lane, it truly takes time (and discipline, and mental and emotional willpower). Self-reflection and its reward of self-awareness cannot be thought of as a passive exercise. Learn how self-reflection is your path forward to collaborating successfully and to growing as a leader. And, while there is no fast lane, there is a lane and self-reflection is the fuel to get you headed in the right direction.
March - Deborah Robbins- Intentional RIM – Gaining Buy-in for your Records Management Program
March 4, 2021 – Deborah Robbins- Intentional RIM – Gaining Buy-in for your Records Management Program
Soft skills is one of the most neglected areas in our profession. With Deborah’s background in teaching and coaching at a high level, she will provide a unique, practical approach with proven effectiveness.
The goal for this session is to have attendees better understand how to get stakeholders involved in their processes and tools; gain an actual step-by-step method for improved compliance; and learn skills to develop IIM heroes in their organization. This story focuses on identifying and overcoming barriers to buy-in. Emphasis in on people, rather than the process and the tools.
April & May - Spring Seminar Mania
Spring Seminar-Mania is a collaboration between 12 ARMA chapters to provide 12, free, virtual education sessions in April and May. There is a vacation theme where you’re urged to travel the country safely by attending meetings. Every time you attend a meeting you’ll get your ARMA passport stamped which puts your name into a drawing for some fantastic prizes at the end of the event. The more meetings you attend, the greater your chances of winning !
Click the following link to see April and May’s offerings: Spring Seminar-Mania 2021
November - Andrew Ysasi- Writing A Great IG Resume !
November 21, 2021 – Andrew Ysasi- Writing A Great IG Resume !
Writing a resume can help you land one next significant role. Information Governance related positions are some of the most rewarding and competitive in the industry. So how does one distinguish themselves from other candidates? Do photos on resumes matter? How can one improve being found? Do colors matter? Register for this event to find out!
Andrew has participated in CIO.com’s Resume Makeover Series since 2016 and can help one understand how to position themselves for the next role.
2020 - ARMA Milwaukee Programs
Look back on the events and programs held in 2020. Click on the name of the event below to read more
January - Sara Sargent – CCPA: California Consumer Privacy Act
January 15, 2020 — CCPA: CALIFORNIA CONSUMER PRIVACY ACT
February - Laurie Fischer – Data Mapping
This meeting will cover data mapping as a means by which information is cross referenced between data sets and is used to locate and retrieve information. Join discussions as to why data mapping is an important tool for your organization and how it can be utilized when electronic information is housed in various repositories. Data mapping is a natural discussion progression from last month’s meeting and how to make your organization ready for CCPA compliance! Click to read more
March - Anne Mills – Mars Needs Records Managers Too
March 12, 2020
Presentation by Anne Mills, Records Manager and History Officer at the NASA Glenn Research Center. Anne serves as the Records Manager and History Officer at NASA and has 16 years of government service – 14 with NASA and 1 with the National Archives and Records Administration. In 2012 she was profiled as part of the Women@NASA initiative and is a former board member of the National Association of Government Archivists and Records Administrators.
In this session, Anne will discuss some of the unique records management challenges in a science and engineering environment and some of the creative ways they promote awareness. There will be real life examples of how she is able to convince people that records management is not only in their best interest, but a fun group they’ll want to work with. This session will highlight the creative ways that records management impacts everyone.
May - Beth Hynes and Brent Gatewood – Leveraging Remote Reality
May 7, 2020
With most states still on lock-down, Covid-19 has wreaked havoc on our lives like nothing we have ever seen before. While many professionals are adjusting to new work-from-home realities, others are being furloughed and it’s all happening against a backdrop of economic uncertainty. Choosing how to react to this new remote-reality could be key to your future but, what kinds of things should you be thinking about? What are those opportunities to be taken advantage of and where can you find them?
Join the Managing Director of Vision Search, Beth Hynes, CRM, IGP and the Chief Technology Officer and Technologist for consultIG, Brent Gatewood, MBA, CRM, for a joint ARMA Milwaukee and AIIM Wisconsin sponsored event, as they discuss things you should be thinking about as well as ways to utilize the current environment to your advantage. Join us for a discussion about how to best utilize the remote digital environment to your advantage.
May - Spring Seminar
May 18, 2020 – Twila Kaye – Transforming Customer Experience in the Digital Age
Join Twila Kaye for implementation of new business approaches to leverage human intelligence and AI.
May 19, 2020 – Lewis Eisen – Improving Employee Buy-In to IM Policies
Lewis Eisen will discuss how to draft policies, directives, and guidelines that are clear, concise, and respectful.
May 20, 2020 – Laurie Fischer – Office365 and the Role of Teams
Laurie Fischer describes O365 components with focus on management of Microsoft Teams records.
May 22, 2020 – Twila Kaye – Your Color Code and Why it Matters
Learn the 4 personality types, identify them and utilize them to communicate more effectively.
June - Tom Schulte – Effective Communication for the Introverted Records Manager
June 24, 2020 – Tom Schulte – Effective Communication for the Introverted Records Manager
Explore the challenges involved with every aspect of the communication process and learn tips and techniques to effectively overcome those challenges and become a skilled communicator in every situation.
September - John Spencer – Go from Good to Great, From Great to Exceptional! It’s All About The Soft Skills
Soft Skills, Emotional Intelligence, Self-awareness, Asking for Feedback, Relationship Building, Personal Branding, Being a Trusted Adviser
December - Andrew Ysasi – IG Skills for the 2020s
December 10, 2020 Andrew Ysasi – IG Skills for the 2020s
The audience will explore some of the skills IG Professionals need to have and where to get these skills. Topics such as data analytics, leadership, application development, privacy, and cybersecurity will be covered.
2016- 2018 ARMA Milwaukee Programs
Look back on the events and programs held in from 2016-2018. Click on the year to see list of event topics.
2016
| 2/10/2016 | Integrating Digital Preservation with Information Governance | Lori Ashley | This session will feature an overview of strategies and good practices associated with managing long-term (10+ year) digital assets and ensuring they remain trustworthy over successive generations of technologies and custodians. Key features found in digital preservation systems will be described and contrasted with ECM/ERMS functionality. | Radisson Hotel, Wauwatosa, WI |
| 4/13/2016 | Benchmarking | Iron Mountain | Radisson Hotel, Wauwatosa, WI | |
| 4/17/2016 | File Shares and Legacy Application Migration and Integration | Various [Spring Seminar] | Shared drives and legacy data continues to be one of the most vexing problems facing organizations. This seminar will provide attendees with the resources they need to develop a strategic approach to clean-up, migrate, or integrate files shares and legacy data with other information systems. | UW-Madison Fluno Center |
| 9/20/2016 | RIM Risk Framework |
Deena Farver Here is a link to her presentation Risk Framework – a proven approach to monitoring and measuring risk across your enterprise as well as the White Paper she referenced during her talk. |
Learn proven RIM risk and control elements as defined by your peers. Participants will receive a practical guide and workbook that will provide a set of common risk controls and a suggested risk-rating system for capturing the current status of your organization’s control environment | Radisson Hotel, Wauwatosa, WI |
| 11/15/2016 | Information Governance – Practical Application | Gordon Hoke
Gordon E.J. Hoke, CRM, IGP, is an independent consultant and practitioner focusing on Information Governance. Evolving from Content Management and Records Management to IG, he proffers a business point of view and a risk-based approach. Gordy is well known for his writing – around 300 articles, white papers, case studies, and more. His work has appeared in Information Management, Healthcare Informatics, and Metropolitan Corporate Counsel. He has written white papers for IBM, Documentum, HP TRIM, and others. Gordy is active in ARMA and AIIM, which gave him its Distinguished Service Award. He has been a guest lecturer at universities and spoken at regional, national, and international conferences. Currently, he is on contract with Iron Mountain, turning country-specific retention schedules into global retention schedules. |
A two part look at IG: why organizations need stakeholders to work together and organize their IG program. Here is a link to his presentation Information Governance – Practical Application A two part look at IG: why organizations need stakeholders to work together and organize their IG program. | Midway Motor Lodge, Brookfield, WI |
2017
| 1/18/2017 | AIIM & ARMA: The Ideal Partnership | Paul Fisher & Pamela Bartoli |
Joint Meeting with AIIM Paul Fisher presented the benefits of AIIM (Association for Information and Image Management) membership. Here is a link to his presentation and AIIM Professionals. Paul also talked about the Certified Information Professional Certificate that AIIM offers. Here is an overview of the CIP Certificate and an Exam Outline. |
Midway Motor Lodge, Brookfield, WI |
| 3/29/2017 | Government Records/Archives | Joseph Suster is currently a senior records analyst and course instructor with the National Archives and Records Administration (NARA) – Chicago Office. He has worked for NARA since 1978, having 21 years of management experience in Federal records centers and an additional 18 years specifically working in records and information management. He has been a member of ARMA’s Chicago chapter since 1999, is currently the chapter secretary, and became a Certified Records Manager in 2000. He presented an overview of what the National Archives does as well as what the current trends are with maintaining government records. | Overview of how records management has evolved and changed in the Federal government over the past five years. | Radisson Hotel, Wauwatosa, WI |
| 4/27/2017 | Security | Herb Foster; David Meyer; James Arndt; Byron Franz; Tammy Retzlaff | Spring Seminar | West Bend Mutual |
- John Hocheval- Information Security Officer at American Transmission Company with over 15 years of experience working in the IT security field.
- David Meyer – over 20 years in all aspects of IT security. Currently works at West Bend Mutual Insurance as Information Security Manager- Governance. Previously worked as Senior Security Architect at Northwestern Mutual and Manager- Global IT Security at Johnson Controls.
- James Arndt- Cybersecurity Engineer working in access management, vulnerability management, incident response, phishing analysis, and reverse engineering whatever malicious document/executable comes across his way.
- Byron Franz- special agent with the FBI who has provided training to numerous organizations on information security risks.
- Tammy Retzlaff- worked in the Information Technology space for over 25 years, 20 of them specializing in Information Security, specializing in PCI and SOX compliance, identity and access management, and security policy and governance.
| 9/26/2017 | RIM Professionals & Their Relations with Other Professionals |
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RIM Professionals & Their Relations with Other Professionals- A Panel Session |
Bavarian Bierhaus, Glendale, WI |
| 11/29/2017 | RIM as a Corporate Resource: Audits, Archives and Added Value |
Tammy Goss is the Manager of Records and Information for WPPI Energy, a Joint Action Agency with members in Wisconsin, Iowa, and Michigan. She graduated from the University of Wisconsin-Madison with a Master’s Degree in LIS and a Master’s Degree in Linguistics. She has worked on several archival projects, including the Papers of Charles F. Hockett for the Smithsonian’s National Anthropological Archives and Wisconsin Historical Society’s Freedom Summer digital curation project. Tammy also teaches Native American history at Madison College. |
RIM professionals are required to function as a critical corporate resource. This involves becoming adept at identifying areas of opportunity, developing project management skills, and creating and using pedagogical tools. This presentation and discussion will focus on how these topics are addressed at WPPI Energy. In today’s business needs, RIM professionals are required to function as a critical corporate resource. This involves becoming adept at identifying areas of opportunity, developing project management skills, and creating and using pedagogical tools. This presentation and discussion will focus on how these topics are addressed at WPPI Energy, as well as give you tools to help identify and drive your own skills as a corporate resource. |
The Machine Shed, Pewaukee, WI |
2018
May 31, 2018- Ann Lewis/Wisconsin Historical Society
MARITIME HISTORY ON THE GREAT LAKES -UTILIZING RECORDS & ARCHIVES FOR RESEARCH
Ann Lewis, Wisconsin Historical Society Speaker and author of Ship Captain’s Daughter: Growing up on the Great Lakes, will talk about the history of the Great Lakes and how personal records, archives and museum records assisted in her research and writing her book. Ann grew up in Duluth, Minnesota where she lived from 1944 to 1967. Ann captured the unusual life of shipping families whose days and weeks revolved around the shipping industry on the Great Lakes.
Presented at the May 31st meeting. Christine Matthies received, from President Donald Force, the crystal, engraved, desk clock for her Member of the Year Award.
April 24, 2018 Spring Seminar
“Embrace the Change” at the Radisson Hotel – Milwaukee West.
Click to view full size
URISA Exemplary Systems in Government Award Winner, Tyson Fettes of the Racine County Register of Deeds Office
Well Known Records Advisor David Steward
(left to right) (left to right) Matt Engibous, David Steward, Mike Kaye, Tyson Fettes, Mike Coakley, Mark Diamond
(left to right) (left to right) Matt Engibous, David Steward, Mike Kaye, Tyson Fettes, Mike Coakley, Mark Diamond
Member of the Year Presentation by Past-President Pamela Bartoli to Christine Matthies
Member of the Year Presentation by Past-President Pamela Bartoli to Christine Matthies
February 20, 2018 HOSTED BY: NORTHWESTERN MUTUAL LIFE INSURANCE CO.
Insurance, Law and Government Compliance by Design and Information Governance
A panel will discuss how physical and electronic records and information governance fits into their organizations and how records decisions are made.
Carol Bannen, Director of Information Resources, Reinhart Boerner, Van Dueren, S.C.
John Vanderleest, Brown County Clerk of Court Via Skype in Green Bay at the Godfrey & Kahn Office
January 25, 2018 Annual ARMA and AIIM Social and Charity Event
Bryan Bastar – Named Account Executive – Konica Minolta Business Solutions U.S.A., Inc.
Jon Eynon – Vice President, U.S. Professional Services-Tab Products Co. LLC
Paul Fisher – President of AIIM Wisconsin
Valerie A. Sichi-Krygsman – Principal & Managing Member of Knowledge Sherpa LLC
This event help support “Variety” Children’s Charity that helps children with physical disabilities to reach their full potential by improving quality of life.
Bob Menefee of Variety shared a story about during his presentation about the little boy. The pictures show the bicycle that Variety has been working on for Francis
2013-2015 - ARMA Milwaukee Programs
Look back on the events and programs held in from 2015-2013. Click on the year to see list of event topics.
2013
| 9/12/2013 | Records Destruction | Eric Haas | Radisson Hotel, Wauwatosa, WI | |
| 10/10/2013 | Records Management in an e-Discovery World | Rich Stasik | Radisson Hotel, Wauwatosa, WI | |
| 11/12/2013 | The Best Evidence Rule and its Implications for RIM Professionals | Donald Force | This presentation will discuss the Best Evidence Rule as articulated in the US Federal Rules of Evidence. The presentation will discuss this rule in relation to electronic records, in particular, metadata and how several US courts have addressed this issue. The presentation will conclude with a discussion about the implications of the recent judicial interpretations of the rule for RIM professionals. | Hi-Way Harry’s, Johnson Creek, WI |
2014
| 5/14/2014 | Records Governance for ESI – Does one size [of success] fit all [information]? | Carol Stainbrook | Radisson Hotel, Wauwatosa, WI | |
| 11/12/2014 | Key Performance Indicators (KPI’s) for Records Managers | Jim Amsler | Attend our joint meeting with ARMA-Milwaukee to learn the answers and also to see a demonstration of RSD’s “GLASS” software – a patent‐pending enterprise business solution used to manage global corporate information governance programs for electronic and physical records. | Burke’s Lakeside, Summit, WI |
2015
| 1/20/2015 | Moving an Entire Organization to a Single Electronic Record System | Richard Medina | This presentation explains 1) how to rigorously determine which level of consolidation is best for your organization; and 2) what methodology you should use to plan and implement your Roadmap. The recommended methodology is a comprehensive program framework, and addresses not just technology issues but also governance and operations, information architecture, process and policy design, and communications and training. | Midway Motor Lodge, Brookfield, WI |
| 2/18/2015 | Preparing the Next Generation of RIM Professionals? | Donald Force | This presentation considers the state of RIM education in academia. The presentation draws from research conducted by the presenter who has evaluated RIM job descriptions and how RIM issues are being taught in higher education. The session will also include a conversation about how programs like the School of Information Studies at the University of Wisconsin – Milwaukee prepare students for RIM-related positions. The session is designed for feedback and discussion about how best to prepare the next generation of RIM professionals and what skills and knowledge these professionals require. | Greene Hall, UWM, Milwaukee, WI |
| 4/21/2015 | Records Management to Information Governance: Building the Bridge to the Future | John Montana & Brent Gatewood | They will be speaking about how our traditional concepts of compliance and governance are completely outmoded. Data sets are too large, too complex and too poorly organized to permit letter of the law compliance and governance in the traditional sense. So, do we need to give up on governance? Absolutely not! It’s entirely possible to impose meaningful, defensible and useful governance rules on big/dark/disorganized data sets. The trick is to throw out the old rulebook and start thinking an entirely different way. This session will talk about how you do just that, and begin to tame the beast. They will talk about what compliance really means, how to apply legal regulation, how to tackle complex systems and repositories, and how to deal with messy things like shared drives or uncontrolled SharePoint sites. | Radisson Hotel, Wauwatosa, WI |
| 9/9/2015 | Bridging the Gap [Transitioning from a RIM to an IG infrastructure] | Herb Foster | This presentation will describe how an organization moved from a program that was primarily focused on records retention to one that addresses all aspects of information governance. | Radisson Hotel, Wauwatosa, WI |
| 11/11/2015 | “A Slice of Pie: An Intersection of Information Professions” | Varous [Panel Discussion | Sharing of knowledge amongst Information Professionals in areas such as GIS, Sharepoint, RIM, Risk Management, RIM | Greene Hall, UWM, Milwaukee, WI |