2015 Annual Conference Education

PRISM 2015 Annual Conference

PRISM International 2015 Annual Conference

Conference Education Sessions

 

PRISM15 Session Key

SUNDAY MAY 17
Preconference Workshops

1:30PM-5:00PM
Becoming an Effective Public Speaker: Presentation Skills Workshop

Tom Adams

Tom Adams
Flourish Press

Even the most experienced records and information management professionals can lack effective presentation skills.
They fail to prepare, have poorly organized thoughts, and
lack the confidence to engage and persuade an inattentive
audience. In contrast, consider an owner or sales person
who possesses the know-how to deliver dynamic, compelling,
and truly effective presentations time and again.
Join Tom, an experienced public speaking professional,
in this experiential workshop during which you will discover
how to craft presentations around essential objectives,
present key concepts and ideas with power and enthusiasm,
design and present effective visuals, and employ techniques
for polishing and mastering presentation delivery.
Fee: $19; attendance is limited to 40 participants.

8:00PM-10:00PM
Doing Business with Diversified Companies
Dinner and Session

Elaine Brodsky

Elaine Brodsky
CitiStorage

Donna Houk

Donna Houk
Iron Mountain

This networking dinner is designed to foster communication and best practices about doing business with diversified companies. Join us as we mix business with pleasure, learn a bit more about Women-Owned Small Business (WOSB) Certification, and, most importantly, learn from each other.
Attendance is limited to 30 people
(Members: $49; Nonmembers: $149).

MONDAY MAY 18

8:30AM-10:00AM
Opening Keynote Address
Innovating Across Eight Dimensions (001)

 Kaihan Krippendorff

Kaihan Krippendorff
best-selling author, popular Fastcompany blogger, and renowned business strategist

By innovation we almost always mean product innovation. We typically talk about research and development and new solutions to meet unmet needs. Yet dissect the most innovative companies of the last decade, and you will see that great innovators disrupt their markets by reaching beyond product. Indeed, often their success rests on choices that have little to do with new products. Companies that outperform their competition seek disruptive innovation across eight dimensions (8Ps): product, price, place, promotion, positioning, processes, physical experience, and people. From this session, you will walk away with an understanding of the 8P framework, gain tips on how you can use it to create disruptive strategies, and build the confidence to apply it every day to generate new opportunities.

10:45AM-11:45AM
Information Governance: What It Is and How It Relates to Your Customer (100)  prism-key-ig

Julie Colgan

Julie Colgan
Immediate Past President, ARMA International

Is information governance a mystery to you and your company? This presentation will explain what information governance is, why it's important, and how our customers are using it.

10:45AM-11:45AM
Connecting with WBENC—Leveraging Your Certification (101) PRISM-Key-OPS

Bethany Bassett

Bethany Bassett
Rasky Baerlin

Learn how you can leverage participation in the Women’s Business Enterprise National Council and your regional partner organization to add value for future business growth. Make the most of your certification by understanding all of the benefits it can bring to growing your business. This session will include an overview of the new certification toolkit and a table discussion on best practices in getting to a contract, creating a marketing plan, and building relationships with supplier diversity professionals.

10:45AM-11:45AM
Profitably Delivering Workflow and Imaging Projects (102) PRISM-Key-Imaging

Mike Levin

Mike Levin
Corodata

When your customers’ information is important enough to be shared or preserved, the process of capturing that information must be done with care. It must also be done efficiently, however, or you stand a good chance of losing your shirt on an inaccurate or underestimated bid. Join Mike Levin as he reviews strategies in successfully balancing how to effectively sell and profitably deliver Imaging and Workflow projects.

1:15PM-2:15PM
Tips and Tricks for a Successful Shredding Business (103) Destruction

Chris Harris

Chris Harris
Access

Join Chris Harris as he shares his tips on how to operate a successful destruction operation. Topics will range from choice of the right equipment, lessons learned to increase revenue, and tools available to educate your clients.

1:15PM-2:15PM
The Keys to Leveraging Diversity in the Workplace(104) PRISM-Key-OPS

 Ty Ondatje

Ty Ondatje
Iron Mountain

Recognize the business opportunity and engagement value of a workplace that ventures beyond mere tolerance and deems each employee, regardless of race, ethnicity, or gender, as able to pursue his or her potential and make an irreplaceable contribution. Join Ty Ondatje, Chief Diversity Officer at Iron Mountain, as he discusses how best to seek out, embrace, celebrate and leverage this diversity among your employees.

1:15PM-2:15PM
Leveraging the Benefits of Privacy+ Certification (105) Physical Records Management

 Todd Stephenson

Todd Stephenson
KirkpatrickPrice

Eric Haas

Eric Haas
A.R.M.S.

Mistie McMillin

Mistie McMillin
Fireproof

Join Todd and two companies that have already gone through the Privacy+ Certification Readiness Workshop and audit process. This panel will share stories of how this certification has helped them to successfully leverage their companies and increase their chances of landing contracts. Todd also will provide an overview of the process and explain the cost benefits of becoming Privacy+ Certified and the return on your investment.

2:30PM-3:30PM
The Dark Clouds and Silver Linings of Cloud Computing (106) Data Protection

Eileen Sweeney

Eileen Sweeney
Iron Mountain

Cloud computing is evolving, and companies of all shapes and sizes are taking notice and adapting to this relatively new technology. Industry experts believe this trend will only continue to grow and develop in the coming years. Although cloud computing can be beneficial for companies of different sizes, it is not without its downsides. During this session, we will discuss the advantages and disadvantages of cloud computing to help attendees fully understand the concept.

2:30PM-3:30PM
E-Discovery (107)  PRISM-Key-Imaging

 Andy Sokol

Andy Sokol
CopyScan

With the overwhelming growth of digital information, the scope of electronic records management has expanded exponentially and is an increasingly critical issue, particularly as it relates to providing secure storage, access, and retrieval of this information. Join Andy Sokol, a records and information management professional and certified e-discovery specialist, as he walks us through this digital evolution.

2:30PM-3:30PM
Marketing Innovations: New, Exciting, and Successful (108) PRISM-Key-OPS

Thomas Seibert

Thomas J. Seibert
Business Records Management

Mistie McMillin

Mario Skopek
Blue Pencil

Lloyd Williams

Lloyd Williams
ShredAll

Eric Haas

Eric Haas
A.R.M.S.

From traditional advertising to digital, social media, and mobile technologies, the landscape and techniques for records and information management companies to connect with their customers has changed radically during the past few years. How do successful entrepreneurs and marketers cope with these exciting changes, and more importantly, how do you stay ahead of the curve? What will the customer journey look like 5 years from now? Hear how four leading marketing professionals in the records and information management (RIM) industry answer questions like these in this powerful panel discussion about the future of marketing in the RIM industry.

4:15PM-5:15PM
Build Your Business to Sell It: You Just Might Want to Keep It (109) Physical Records Management

 Greg Bullard

Greg Bullard
IG2

 Greg Stangle

Greg Stangle
IG2

Whether you plan to sell your business next year or next decade or pass it down to family members, one thing is clear: You should build your business to sell it. The “buildit- to-sell-it” approach provides critical business benefits and creates long-term value no matter which direction the business takes. Unfortunately, many business owners fail to properly plan for the sale of their businesses and address key issues only after making the decision to sell. The result is often additional stress and reduced valuation. The presenters will discuss key business and legal issues that all business owners should consider as they are building their businesses and that become vital during the sales process. The presenters will share war stories that highlight the importance of these issues to records and information management business owners.

4:15PM-5:15PM
Innovation Clinic: Destruction (110) Destruction

Vlad Vasak

Vlad Vasak
K-2 Partners

Patrick DeVries

Patrick DeVries
DeVries Business Solutions

 

In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data protection, destruction, physical records management, information governance, and imaging. These innovation clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they may have about the pillars. Bring your questions, ideas, issues, and advice!

4:15PM-5:15PM
Winning the Paper Wars - Capture the Content and Mobilize the Process Troops (111) PRISM-Key-Imaging

 Ian Thomas

Ian Thomas
Iron Mountain

In this presentation (based on global research of the Association for Information and Image Management's 80,000-member community), we report on the progress toward paper-free business processes and the use of capture and business process management platforms across multiple processes and departments. This session will provide insight into the drivers and issues behind the movement of scanning and capture toward the periphery of the business through digital mailrooms, branch-capture, outsource, consumer self-service, and capture on mobile devices.

TUESDAY MAY 19

9:300AM-10:30AM
Keynote Address II
Trends and Developments in Information Governance and Records Management (002)

 William Saffady

William Saffady, PhD

Information governance is an increasingly common multidisciplinary initiative in a growing number of companies, government agencies, not-for-profit entities, and other organizations that use commercial storage services. Although records management is a key facet of information governance plans and programs, the two fields are not identical. This session will review the scope and objectives of information governance and explain how it compares with traditional records management. The presentation will emphasize aspects of information governance that impact and create business opportunities for commercial storage providers.

10:45AM-11:45AM
Financial Education: The Three Basic Statements (200) Physical Records Management

Frank J Abli


Frank Albi
Business Information Solutions

Financial statements are a report of either a company’s financial position at a specific point in time or its operations over a period of time. During this session, we will discuss the four basic statements and gain an understanding of how to read them. Knowing when to generate these statements and what information they contain and knowing how to interpret the data are an essential part of running a healthy and successful business.

10:45AM-11:45AM
Best Practices for Destruction of Electronic Media (201) Destruction

Frank J Abli

Mitzi Ott
Recall

We all know the problem with destruction of electronic media. Commands such as "delete" and "remove" do not erase data, they simply remove the directory pointers to the data’s location. Similarly, "fdisk" and "format" commands modify the file system but do not actually remove data from the disk. What do your customers do with their old PCs, flash drives, or other electronic media once they're no longer needed? The answer is that they need to come to you to get them securely destroyed. Join us in this important session to learn about the proper destruction of electronic media and tape, and hard drives, as well as file management practices to help avoid the problem before destruction is even an issue.

10:45AM-11:45AM
How to Help Your Clients with Their Information Governance Initiatives (202) Information Governance

Donna Houk

Donna Houk
Iron Mountain

We all know the growing importance of information governance. Do your clients? Have you helped your clients conduct a business impact assessment, privacy impact assessment, or security assessment that allows them to better use the services you offer? Join Donna as she reviews how we should best position ourselves to help with this growing need and market. Donna will provide real-world examples to help you leverage your expertise and help your customers.

2:45PM-3:45PM
Document Scanning Sales - Defining Who, What, When, Where, and How (203) PRISM-Key-Imaging

 Will Russ

Will Russ
Confidential Records Management Inc.

The document scanning market is evolving; is your sales strategy evolving with it? New competitors enter the market every year; how will you remain competitive? Information in this session will help you define who you should be targeting, what sets you apart from your competitor, when to contact prospects, where your touches should occur, and how to develop and present a winning solution.

2:45PM-3:45PM
Risk Transfer and Liability Coverage in the RIM Industry (204) Physical Records Management

Brian Jungeberg

Brian Jungeberg
Brightstone Insurance Services

When it comes to business risk, ignorance is not bliss. If you own a business, then you are familiar with risk. There was risk involved in starting your company—putting your assets and reputation on the line in pursuit of the vision you had, and have, for your company. There is also built-in risk involved in managing and growing your company. From protected health information (PHI) and personally identifiable information (PII) to company vehicles on the road, each RIM operator must deal with several different kinds of liability exposure on a daily basis. This session will help explain those exposures and the potential losses/ claims that exist with each. Join one of the authors of PRISM’s new white paper on risk transfer in the RIM industry as he reviews some of the risk-management solutions available to RIM operators.

2:45PM-3:45PM
Creating an Effective Sales Hiring and Training Program (205) PRISM-Key-OPS

 Andrew Ysasi

Andrew Ysasi
Kent Record Management

Finding salespeople to represent your brand, products, and business is not easy. Even if you find someone, there is no guarantee of performance or corporate fit. Learn how to find sales talent for our industry and set a successful framework for all involved. During this session we will discuss tips on how to identify sales talent, create a framework for a training program, and manage the sales program.

5:45PM-7:00PM
Keynote Address III
Married to the Business (and Each Other): Cocktails with the Brodskys (003)

 Elaine Brodsky

Elaine Brodsky
CitiStorage

 Norm Brodsky

Norm Brodsky
CitiStorage

Are you married to someone who’s married to a business? Or are you married to the business (and each other)? All significant others of entrepreneurs are invited to be a part of this candid, interactive conversation hosted by serial entrepreneurs Elaine and Norm Brodsky, who are quintessential partners in business and life. The two will share stories and take questions. This is your chance to meet and connect with others like you and hear from those who’ve been there, done that, and have the relationship battle scars to prove they have successfully moved beyond the toils and troubles of business.

WEDNESDAY MAY 20

9:00AM-10:00AM
Building a Data Breach Toolkit (300) Data Protection

 Ross Federgreen

Dr. Ross Federgreen
Compliance Solutions and Resources (CSR)

During this session, attendees will explore the practical steps to take when dealing with an information breach and learn how to build a data security policy and plan within an organization. Leave this session with expert tips on investigating and mitigating a breach of information, as well as an overview of data breach notification obligations and penalties. During this session, we will discuss the step-by-step process that an end user needs to follow when responding to a real or suspected breach of information, address the six major axes and the multijurisdictional considerations, and review the penalties for failure including civil and criminal.

9:00AM-10:00AM
Innovation Clinic: Imaging (301) PRISM-Key-Imaging

 John Becker

John Becker
Fort Docs

 Will Russ

Will Russ
Confidential Records Management Inc.

 Chris Kelley

Chris Kelley
COR365 Information Solutions

In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data protection, destruction, physical records management, information governance, and imaging. These innovation clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they may have about the pillars. Bring your questions, ideas, issues, and advice!

9:00AM-10:00AM
Fundamentals of Cost Analysis for Records Management Projects (302) Information Governance

 William Saffady

William Saffady, PhD

A favorable cost profile is critical for customer acceptance of record storage projects and proposals. This session will explain the three major approaches that customers use to evaluate and justify costs: cost-benefit analysis, cost-effectiveness analysis, and return on investment. These cost justification concepts will be illustrated using familiar record storage problems: in-house warehousing versus commercial storage services, precise determination of retention periods versus commercial storage for a reasonable period of time, and scanning versus commercial storage for record retention.

10:30AM-11:30AM
Innovation Clinic: Physical Records Management (303) Physical Records Management

 Jim Teske

Jim Teske
RecordMax

 Sherri Taylor

Sherri Taylor
Armstrong Archives

 Claire Gallagher

Claire Gallagher
Oasis Group

In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data protection, destruction, physical records management, information governance, and imaging. These innovation clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they may have about the pillars. Bring your questions, ideas, issues, and advice!

10:30AM-11:30AM
Innovation Clinic: Data Protection (304) Data Protection

 Tom Fetters

Tom Fetters
Recall

 Patrick Lynch

Patrick Lynch
Perpetual Storage, Inc.

 

In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data protection, destruction, physical records management, information governance, and imaging. These innovation clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they may have about the pillars. Bring your questions, ideas, issues, and advice!

10:30AM-11:30AM
Innovation Clinic: Information Governance (305) Information Governance

 Andrew Ysasi

Andrew Ysasi
Kent Record Management

 Brain Moriki

Brian A. Moriki
OSD Records Management Department

 

In response to popular demand, we will host five innovation clinics covering five basic pillars of the industry: data protection, destruction, physical records management, information governance, and imaging. These innovation clinics are open forums during which attendees are encouraged to discuss any issues, trends, or questions they may have about the pillars. Bring your questions, ideas, issues, and advice!

11:30AM-1:00PM
Closing Keynote Panel Discussion and Plated Lunch (OE2)
Inside the Head of Your Customers: Current Trends and Future Predictions

 Tom Adams

Tom Adams
Flourish Press

 Susan Burd

Susan Burd, CRM, IGP
Global Records, Archives and Information Management, Amway

Mark Lagodinski

Mark Lagodinski, CRM
Sidley Austin


 Brian Moriki

Brian A. Moriki
OSD Records Management Department for First Hawaiian Bank

 Dawn Ward

Dawn Ward
Warner Norcross & Judd

 

 

It’s easy to get so focused on what you do in your business that you miss the most important things your customers need from you. Your world is changing because of theirs. And because your success is tied to the value you provide them, it is critical that you know and understand what they experience and need from you. In this session facilitated by Tom Adams, you will hear customers of PRISM International members share their perspective. They will explain the trends driving the decisions they make about your services. They’ll describe what they see coming in the future that will affect what you should offer in your business. You will also have an opportunity to provide questions for the discussion. Join us for this important closing lunch event of the annual conference.

PRISM15 Session Key