OCARMA

Orange County Chapter of ARMA

Building a Roadmap for Implementing 

an ECM Solution with Helen Streck


Half-Day Workshop  

Thursday, March 21, 2019 from 10:00 AM to 2:00 PM.   

Orange County Sanitation District

10844 Ellis Avenue, Board Room

Fountain Valley, CA 92708




The workshop is presented by Kaizen InfoSource, a premier consultancy, for both public and private organizations. Helen Streck, president and CEO will share valuable information to help you address your present and future needs for an ECM solution that goes beyond a hardware and software investment.


This interactive workshop is comprised of 2 sessions:  


Building a Roadmap for Implementing an ECM Solution” and 

“Using a Retention Schedule to Build File Plans” for your ECM Solution needs.


A Roadmap is the plan of the activities you will need to follow, in order to implement a successful ECM Solution.  Helen will discuss how to build and use a Roadmap to define tasks, acquire resources and determine the amount of time needed for the implementation.


Using a Retention Schedule to Build File Plans

This session focuses on the importance of using your Retention Schedule for building “File Plans” or “Folder Structure” in your ECM Solution, which enables you to automate the rules for protection, access and retention.


Helen Streck / President and CEO, Kaizen InfoSource
Ms. Streck has 30 years of experience in Records and Information Management program strategy, design, and implementation for both private corporations and public entities.  Streck has also been deposed four times and interviewed by the U.S. Attorney’s office for describing and defending her RIM Program designs and practices. She has served as director of corporate records and information management for pharmaceutical companies, and Records Manager and consultant for municipal government agencies and law firms.  She has crafted information management program strategies for diverse organizations and built concrete, actionable steps for implementation across a broad spectrum of domestic and international clients. Streck is active in ARMA International where she is a presenter for ARMA at international conferences. In addition, she has published articles in various professional newsletters, and a past contributor to the monthly columnist for the AIIM Infonomics magazine for the Association for Information and Image Management (AIIM), and the ERM Community of AIIM.

Eventbrite - OCARMA Presents-Roadmap for a Successful ECM Solution with Helen Streck-Half Day Seminar
2019 Foundation Graduate Scholarships




The Foundation is excited to announce the availability of a funding opportunity for aspiring information management professionals currently enrolled in an accredited graduate program (Master’s or PhD).

This year, the Foundation will offer several scholarships in amounts ranging from $3,000 to $1,000 (USD). These scholarships are designed to cover costs associated with earning a graduate-level degree in the field of information management.

The application deadline is March 18, 2019 at midnight (US EST). Winners will be announced in May.

For more information, please see the application. The application may be downloaded as a PDF file:

2019 Graduate Scholarship Application (PDF)



(Palmyra, NJ – February 5, 2019) – The Foundation is a leading organization that enhances the practical and scholarly knowledge of information management by funding and promoting research, scholarship, and educational opportunities for information management professionals. The Foundation is a non-profit corporation with 501(c)3 tax exempt status in the US. For additional information, please visit: http://armaedfoundation.org/

The Foundation has a vacancy on its Board of Trustees (Board).  Trustees direct and inspire the programs and operation of the Foundation. The position of Trustee is one of trust and requires the Trustee to always act in the best interest of the Foundation.

The Board of Trustees,

  • Governs the Foundation
  • Exercises corporate powers and controls the business affairs of the Foundation
  • Demonstrates open and honest fiduciary responsibility to its donors
  • Meets once a month via conference call to discuss and make decisions on all matters relating to the Foundation
  • Performs as a working board (Trustees lead and/or serve on operational committees)
  • Serves as volunteers with no monetary compensation
  • Is not eligible to receive compensation for authoring research projects/papers, or to apply for scholarships and/or tuition reimbursements.

Qualifications:

  • Five years continuous experience as an active and engaged member of the information management community prior to candidacy; or
  • Two years experience in serving in a leadership role in a Foundation or professional association.

Term:

July 1, 2019 – June 30, 2021

Trustees are eligible to serve up to three 2-year terms.

If you are interested in serving on the Board as a Trustee, please submit your application for candidacy.  Or, if you know of someone who would be interested in the position and meet the required qualifications, please forward this Call to the prospective candidate.

Instructions for submitting an application:

  • A current resume
  • A letter from your employer, if applicable, indicating support of your time commitment as a Board member.
  • Written responses to the following questions:
  • Why do you want to serve as a Trustee on the Foundation Board?
  • What strengths and skills do you bring to the Board?
  • In what areas should the Foundation expand its activities?
  • From what additional sources can the Foundation build funding streams to support its programs?

The application should be sent via email to admin@armaedfoundation.org on or before March 31, 2019, atmidnight Eastern Standard Time.  If you require additional information on the position, please send your request to the above email address.

The Nomination and Election Committee will review all applications.  Candidates who meet the qualifications will be interviewed via conference call by the Chairman of the Board or his designate.

We welcome all information management professionals to join us on social media.





(Palmyra, NJ – February 5, 2019) – The Foundation is a leading organization that enhances the practical and scholarly knowledge of information management by funding and promoting research, scholarship, and educational opportunities for information management professionals. The Foundation is a non-profit corporation with 501(c)3 tax exempt status in the US. For additional information, please visit: http://armaedfoundation.org/

The Foundation has vacancies on its operating committees.  The committees implement the strategic goals and action plans set by the Board of Trustees.

Committees:

Research – facilitates the selection of researchers and the publication of quality research projects that relate to best practices in the management of information.

Scholarship – provides funding opportunities to current and future information management professionals.

Fundraising – seeks support from prospective donors; and establishes diversified, balanced and consistent fundraising campaigns that generate income to fund the Research and Scholarship programs.

Marketing – increases public awareness of the Foundation and its mission by maintaining brand recognition through consistent imaging and messaging; and pursuing mutually beneficial partnerships with information management organizations.

The committee members:

  • Report to the Committee Chair
  • Attend and participate in monthly committee meetings
  • Complete tasks assigned by Committee Chair
  • Recommend issues that should be escalated to the Board
  • Serve as volunteers with no monetary compensation
  • Will not be eligible to receive compensation for undertaking research projects, or to apply for scholarships and/or tuition reimbursements

Qualifications:

  • Active and engaged member of the information management community.

Term of office:

  • Maximum of two consecutive terms of 2 years.

If you are interested in serving on any of the committees, please submit your application for candidacy.  Or, if you know of someone who would be interested in serving on a committee, please forward this Call to the prospective candidate.

Instructions for submitting an application:

  • A current resume.
  • Written responses to the following questions:
    • Which committee do you want to serve on?
    • What strengths and skills do you bring to the committee?
    • Why do you want to serve on the committee?

The application should be sent via email to admin@armaedfoundation.org on or before April 30, 2019, atmidnight Eastern Standard Time.  If you require additional information, please send your request to the above email address.

The Committee Chair will review all applications and contact the successful candidates.

ARMA Conference 2019

PRE-REGISTRATION OPEN NOW!

Take a look at the registration options for the 2019 conference!  Pre-register now to take advantage of the lowest possible price.

CORE: Your standard ARMA Conference registration. With a Core ticket, you’ll gain access to all regular education sessions and presentations (excluding our new workshops), the entire Expo floor, your industry’s roundtable discussion, and more general session keynotes than ever before.  This is the registration option that is reflective of the the programming you’ve experienced at ARMA’s annual conference for many years.
LEADERSHIP SUMMIT: A brand new ¾ day summit discussing leadership development and essential topics for information leaders.  This summit will be available to Core Registrants when the full conference site is launched and is the only education offered as a pre-conference session in 2019.  Region and Chapter volunteer leaders will receive a complimentary ticket to this Summit.
PLUS: Your enhanced ARMA Conference registration, and it includes everything in Core Registration PLUS you’ll gain access to additional professional development opportunities. Plus registrants will have a reserved seat in the Leadership Summit Pre-Con AND you’ll get to choose 1 of 4 Workshop tracks.  Each Plus Registration includes 3 partial day workshop sessions that take a deep dive into topics such as CRM Prep, Project Management 101, Change Management, Communication, IM Fundamentals Bootcamp, Retention Program Development, Data Analytics, Artificial Intelligence, and Auto-Classification. Plus Registrants will also receive a bonus voucher for a brand new virtual IGP Preparation Course to prepare you or a member of your team for the IGP Certification. The Plus ticket option includes even morethat we’re excited to be announcing soon. Plus registration is limited to the first 200 tickets purchased so don’t wait to take advantage of this exciting registration package.
Estimating your costs?  While more information about our hotel, including how to register and receive ARMA’s conference discount, will be available when full registration opens, plan for $243 a night ($231 plus $12 resort fee).



OCARMA 2018-19 Event Calendar 

(Subject to change)


Thursday,  March 21, 2019:

Seminar: Building a Roadmap for Implementing an ECM Solution

Time:  10AM - 2PM

Speaker: Helen Streck

Location: Orange County Sanitation District


Wednesday,  April 17, 2019:

Tour the OC Archives at the Old Orange County Courthouse

Speaker: OC Archivist at the Old Orange County Courthouse

Lunch: Box Lunch

Location: Old Orange County Courthouse 


Wednesday,  May 15:

Demystifying Blockchain: How to leverage Blockchain as a Secure Record

Location: 1st Choice: Dave & Busters


Wednesday, June 19 :

OCARMA End of Year Banquet

Speakers: Charlie Sodano

Location: Zov’s Restaurant, Tustin