The 22nd Annual National Conference on Managing Electronic Records Pre-Conference Tutorials – www.merconference.com/mer-conference-program/ May 18 - 21, 2014 Chicago SUNDAY, May 18 MONDAY, May 19 10 am - 5 pm (Choose one of the five limited enrollment tutorials that provide special focus on important ERM issues: T1, T2, T3 or T4.) 8:30 - 9:00 am Conference Opening: MER 2014 T1. Taking SharePoint to the Next Level - SharePoint 2013 and Office 365 Michael Alsup, Susan Cisco, Ph.D., Brad Teed—Gimmal Joe Do—Microsoft Reid G. Smith, Ph.D.—i2k Connect LLC Overview and Logistics T2 . Information Lifecycle Management: Reducing Risk while Maximizing Organizational Benefits Christine Burns, Carol Stainbrook & Robert Williams Adele Carboni—Hess Oil Corporation Carol Stainbrook & Christine Burns—Cohasset Associates T4. Automating Electronic Records Management Workshop Jesse Wilkins—AIIM International Co-Sponsor Jeanenne LaMarsh—LaMarsh Global Karen Strong—Gimmal Media Sponsor T3. Driving Enterprise Records Management (ERM): The Need for Managing Change to Achieve Success Cohasset Associates Co-Sponsor Conference Sessions – Online at www.merconference.com/mer-conference-program/ MONDAY, May 19 Operational Technical Legal 9:00 - 10:00 am S01. Understanding Today’s Economics of Information Get Your Act Together Now! Sylvan H. Morley III—IBM 10:30 - 11:30 am S02. CASE STUDY: Information Governance and Remediation: Case Studies from the Field 12:00 - 1:00 pm S03. OPENING KEYNOTE: The Imminent Revisions to the Federal Rules of Civil Procedure (FRCP) Where We Are Headed and the Implications for the Management of Electronic Records Hon. David G. Campbell—U.S. District Court, District of Arizona Hon. John M. Facciola—U.S. Magistrate Judge, District of Columbia Kenneth Withers, Esq.—The Sedona Conference® Carol Stainbrook—Cohasset Associates 2:30 - 3:30 pm (choose #4, 5 or 6) S04. CASE STUDY: Compare and Contrast: Information Lifecycle Approaches to File Share and E-mail Content Media Sponsor Co-Sponsors Angela Amrine—Discount Tire Karen Ehrlich—Prudential Financial Carol Stainbrook—Cohasset Associates S05. CASE STUDY: A New Breed of eRIM Professionals: Insights into Practical Strategies, Priorities and Tactics that Move Electronic Records and Information Management Programs Forward Ross Brown—Accenture Jim Coulson—CCIM Consulting Steve Jorgenson—Cohasset Associates Tom Stauffer—The Walt Disney Company S06. ERM Case Law: The Annual MER Update of the Latest News, Trends, and Issues Hon. John M. Facciola—U.S. Magistrate Judge, District of Columbia Kenneth Withers, Esq.—The Sedona Conference® MEETINGS WITH EXHIBITORS Jason R. Baron, Esq.—Drinker, Biddle, and Reath, LLP Jay Brudz, Esq.—Drinker, Biddle, and Reath, LLP Conference Sessions – Online at www.merconference.com/mer-conference-program/ MONDAY, May 19 Operational Technical Legal 4:00 - 5:00 pm (choose #7, 8 or 9) S07. CASE STUDY: Applying Proven Change Management Techniques to Better Manage e-Records Programs Jeanenne LaMarsh—LaMarsh Global Karen Strong—Gimmal S08. Microsoft’s Corporate Transformation = Information S09. CASE STUDY: Preventing Employees from Hoarding Governance Revolution! Documents: New Approaches for Electronic Information Nishan DeSilva—Microsoft Rachael Heade—Microsoft Andrew SanAgustin—Microsoft Mark Diamond—Contoural TUESDAY, May 20 S10. CASE STUDY: Ten “Must Do” Starting Tasks for Successfully Building the Foundation for Technology Change Mark Curtis—Proctor & Gamble S11. CASE STUDY: Success with Information Management and Governance - It Takes a Village! Mike Everley—Ameritas Laurie Fischer—Huron Legal Robin Martin—Ameritas S12. The Real Deal: Inside an Information Governance Council Meeting - from Four Perspectives: RIM, Legal, IT, Privacy, and Business Barclay T. Blair—Information Governance Initiative Elly Bracamontes—NACCO Materials Handling Group Karen Knight—Cohasset Associates Jeremy Lewis—Federal Reserve Bank of Chicago Sue Trombley—Iron Mountain Kurt Wilhelm—NBC Universal, Inc. 10:00 - 11:00 am (choose #13, 14, or 15) S13. CASE STUDY: Building the RIM Business Case: How to Create a Fact-based Cost Benefit Analyses John Collins—Modus Susan Hassett—Rockwell Automation Media Sponsor Co-Sponsors James Watson, PhD—Doculabs S14. The IT Competent RIM Professional: An Imperative for Information Governance S15. CASE STUDY: The RIM, Legal & IT Triad: Success Factors for Information Governance John Isaza, Esq.—Rimon, PC Wade Savoy—Patent GC, LLC MEETINGS WITH EXHIBITORS 8:30 - 9:30 am (choose #10, 11 or 12) Conference Sessions – Online at www.merconference.com/mer-conference-program/ Operational TUESDAY, May 20 Technical Legal 11:30 am - 12:30 pm (choose #16, 17 or 18) S16. From Paper to Process - Beyond Document Capture Jesse Wilkins—AIIM International S17. CASE STUDY: Implementing RM Migration Frameworks to Support the Next Generation of RM Initiatives Priscilla Emery—IQ Business Group John Montel—U.S. Department of the Interior S18. Issues to Consider When Applying “Bring Your Own Device (BYOD)” to ERM Soo Kang—Zasio Enterprises, Inc. S19. CASE STUDY: What does Pervasive Governance Really Mean? Adele Carboni—Hess Oil Corporation Tom Reding—EMC Corporation S20. Applying Information Governance to Computer Storage Information (CSI) Brian Tuemmler—Nuix S21. CASE STUDY: Developing and Implementing an Efficient and Effective Legal Hold Process Jennifer Baker—Cohasset Associates Karen Coppa, Esq.—City of Chicago Law Department 3:30 - 4:30 pm (choose #22, 23 or 24) S22. CASE STUDY: How 3M Company Used E-mail Governance to $ave Million$, Reduce Risks, and Improve Productivity - A Progress Report Barclay T. Blair—Information Governance Initiative Kon Leong—ZL Technologies Media Sponsor Co-Sponsors Scott Burt—Integro Laura McKenzie—3M S23. Is Information The Problem or the Solution? A Discussion with Kon Leong Hosted by Barclay T. Blair S24. An Up-to-Date Answer to a Long-Standing Question: Can Paper Records That Have Been Imaged Then Be Destroyed? Hon. Ronald J. Hedges—Ronald J. Hedges, LLC Robert Williams—Cohasset Associates MEETINGS WITH EXHIBITORS 2:00 - 3:00 pm (choose #19, 20 or 21) Conference Sessions – Online at www.merconference.com/mer-conference-program/ Operational WEDNESDAY, May 21 Technical Legal 8:30 - 10:00 am S25. 20/20 Vision on Information Governance 2020 Barclay T. Blair—Information Governance Initiative Jay Brudz, Esq.—Drinker, Biddle, and Reath, LLP Eric Hibbard—Hitachi Data Systems Carol Stainbrook—Cohasset Associates Steven Teppler, Esq.—The Abbott Law Group Kenneth Withers, Esq.—The Sedona Conference® S26. Closing Keynote: Actionable Information Management: When All Else Fails, Evolve To Reasonableness Randolph A. Kahn, Esq.—Kahn Consulting, Inc. 11:30 am - 12:30 pm S27. Social Media: Its Challenges and Opportunities Media Sponsor Co-Sponsors Rakesh Madhava—Nextpoint Jonathan Redgrave, Esq.—Redgrave LLP MEETINGS WITH EXHIBITORS 10:15 - 11:15 am