Once again, the Texas State Library and Archives Commission (TSLAC) and the Texas Department of Information Resources (DIR) have joined forces to bring you another outstanding selection of speakers sharing case studies and presentations.
Last year’s breakout sessions were very popular. So, this year you can choose from four breakout sessions for more content and options than ever before!
This one-day conference is for state agency and local government officials who are creating or managing electronic records. This educational opportunity seeks to improve electronic records management in Texas government by bringing together staff responsible for and interested in records management and information technology. It is also a great chance to network with other attendees who are working on some of the same electronic records management issues you face in your office. Join 250-300 government personnel, speakers and exhibitors for this exciting day.
This high-quality, low-cost event provides education, networking, and continuing education credit for IRM education. We will apply for ICRM credit pre-approval, too.
The conference is Friday, November 17, 2017 from 8:00 a.m.– 4:30 p.m.
MORNING SESSION IN BIG TEX AUDITORIUM – BREAKOUTS IN BIG TEX and LI’L TEX AUDITORIUMS
REGISTRATION AND NETWORKING
Welcoming Remarks – Stacey Napier, Texas Department of Information Resources and Mark Smith, Texas State Library and Archives Commission
The Public Information Act and Updates from the 85th Legislative Session - Justin Gordon, Open Records Division Chief, Office of the Attorney General
AM BREAK (Refreshments, Exhibits Open)
TSLAC Wants Your Electronic Records!: Transferring Electronic Records to the Texas Digital Archive - Mark Myers, Senior Electronic Records Specialist and Brian Thomas, Electronic Records Specialist, Texas State Library and Archives Commission
Establishing Information Governance for Local Governments in Microsoft SharePoint and Office 365 - Alexander Webb, CRM, Records Management Officer and Julia M. Johnson (Julie), CRA, Senior Administrative Assistant for the Information Technology Department at Capital Metropolitan Transportation Authority
LUNCH (Lunch Provided, Networking, Exhibits Open)
Teacher Retirement System of Texas: The Information Governance Journey - Jimmie E. Savage, CRM, Manager, Records Management, Teacher Retirement System of Texas and Todd Brown, Managing Director, and Kristin Homer, Senior Manager, Access Sciences
Data Protection and Information Governance Across Data Silos - Patrick McGrath, Digital Transformation Leader, Commvault
|PM BREAK (Refreshments, Exhibits Open)|
Big Data versus Information Security: Bringing Peace to Conflict - Eric Stene, CRM, Records and Information Officer, City of Austin
How to Succeed at Information Governance in the Cloud - Sonny Hashmi, Director, Global Government, Box, Inc.
Panel: Tools for Success: What’s New & What’s Next – TSLAC and DIR
Local Government Open Forum – TSLAC
Conference Wrap-up – Big Tex
|THANK YOU FOR ATTENDING. PLEASE COMPLETE OUR ONLINE EVALUATION SURVEY AFTER THE EVENT.|
Conference Handout | Download PDF
The Public Information Act and Updates from the 85th Legislative Session - PDF of Presentation
Justin Gordon, Open Records Division Chief, Office of the Attorney General
This session will provide a general overview of the Public Information Act. The session will include updates to the Act made by the 85th Legislature.
TSLAC Wants Your Electronic Records!: Transferring Electronic Records to the Texas Digital Archive - PDF of Presentation
For years the Texas State Library and Archives Commission (TSLAC) did not have the capacity to accept permanent electronic records from state agencies. With the development of the Texas Digital Archive (TDA), TSLAC has begun receiving and providing access to e-records and is looking for more. In this presentation, Electronic Records Specialists Brian Thomas and Mark Myers, will discuss the types of records (including file formats and metadata) TSLAC will accept, the procedures for transferring records to the TDA, and demonstrate the levels of access the TDA can provide. In addition, the presenters will highlight the cost saving benefits to Texas state agencies for transferring their permanent archival electronic records to the TDA.
Establishing Information Governance for Local Governments in Microsoft SharePoint and Office 365 - PDF of Presentation
Alexander Webb, CRM, Records Management Officer and Julia M. Johnson (Julie), CRA, Senior Administrative Assistant for the Information Technology Department at Capital Metropolitan Transportation Authority
This session is designed to share with Local Governments tips and tricks of aligning your organization's business needs, regulatory requirements, and the functionality of SharePoint to develop a strategy for using SharePoint as your organization's records and information management system.
Teacher Retirement System of Texas: The Information Governance Journey - PDF of Presentation
The Teacher Retirement System of Texas (TRS) has a mature records and information management program and has begun the next phase of its Information Governance journey by initiating a major electronic records project in January 2017. This project will address the way TRS manages electronic information and records. Leveraging its existing systems and applications, TRS is in the process of implementing an email management solution and migrating information into governed information sharing sites and records repositories. The solution will enable auto-tagging of content, automation of some records management processes, and improved findability of information and records throughout their lifecycle. This presentation will provide a project overview, current state, and lessons learned to date.
TRS expects to gain the following value from its Information Governance and Records Management project:
- Improved business performance and operational efficiencies
- Operational cost reductions
- Information findability and risk mitigation
- Agency-wide alignment with regulations
- Enhanced information integrity and management of the information lifecycle
Data Protection and Information Governance Across Data Silos - PDF of Presentation
Patrick McGrath, Digital Transformation Leader, Commvault
Depending on your perspective, information can be a blessing or a curse (goldmines or minefields). IT departments aim to reduce the volume of information and its cost; security officers, compliance and records groups aim to control and lock down information; and lines-of-business want to use information to streamline operations and exploit new opportunities.
Today, particularly with accelerating movement to the cloud, information is becoming increasingly fragmented. While many are excited about the advantages the cloud can bring, life has become significantly more complex for those who are responsible for information governance, compliance and security. All of this happening at a time where global data privacy laws, such as EU’s GDPR, significantly increases the stakes for information mishandling and ransomware security breaches capture the headlines.
This session explores how information is being fragmented across devices, locations and providers, and how data silos don’t have to get in the way of:
- Protecting your data and your data subjects
- Analysis of structured and unstructured information
- Centralized management of data policy
- Supporting compliance with search, legal holds and retention management
Big Data versus Information Security: Bringing Peace to Conflict - PDF of Presentation
Eric Stene, CRM, Records and Information Officer, City of Austin
Big data has become a major source of information for analyzing an amazing variety of trends. This has resulted in the desire within many organizations to maintain this big data for long periods of time. Retaining certain types of data can result in risk to the subjects of this information putting big data at odds with information security. This session will highlight some of the concerns about the risks of retaining sensitive information for long periods of time, the potential consequences if the information is breached, and ways to mitigate the potential risks.
How to Succeed at Information Governance in the Cloud - PDF of Presentation
Sonny Hashmi, Director, Global Government, Box, Inc.
Information-governance practices have historically been complicated, and it's no surprise that they're not well understood in the context of cloud adoption. As your cloud-based content grows, it can be challenging to define the proper rules, regulations and policies that govern that content and ensure proper protection and compliance. With the advent of on-demand, highly scalable cloud technologies, business units and end users have even more choice and access to advanced capabilities. However, if not planned well, these paradigms can also lead to many security, privacy and information governance challenges. Fortunately, with the advent of new technologies like Artificial intelligence, Machine Learning and cloud scalability, security, compliance and information governance experts have tremendous new capabilities to manage information at scale in a way that was not possible before. Join us to learn how you should evaluate retention and disposition policies, legal holds, and defensible discovery in the cloud; and, how to take advantage of new cloud based technologies as a force multiplier to help you better manage risk.
The Texas Department of Information Resources (DIR) and the Texas State Library and Archives Commission (TSLAC) partner throughout the year to address topics of concern for technology and records management efforts at state agencies. This panel will provide a fast-paced update on the many initiatives, updates and things you need to know. Our panelists are experts in data initiatives, planning, policies, and records management. You won’t want to miss this discussion about the many ways DIR and TSLAC help you succeed.
Endi Silva, Director for the Technology Planning and Policy Division, Texas Department of Information Resources. Endi is responsible for producing reports to the Texas Legislature and overseeing statewide technology programs relating to Statewide Project Delivery, Accessibility, and Information Resources Manager Outreach.
- Ed Kelly serves as the Statewide Data Coordinator for the Texas Department of Information Resources. He is responsible for improving data governance and integrity by working with agency leadership to develop data policies, standards, and best practices in the area of Enterprise Information Management.
- John Hoffman serves as the Chief Technology Officer for the Texas Department of Information Resources. He is responsible for providing comprehensive strategic planning for the agency. John oversees DIR's IT leadership in planning and policy, accessibility, and enterprise solution services.
- Craig Kelso serves as the Director for State and Local Records Management Division (SRLM) at the Texas State Library and Archives Commission. He is responsible for the units that provide records management assistance, records storage and imaging services.
- Nanette Pfiester serves as the Program Planning and Research Specialist for SLRM at TSLAC. She is responsible for interagency collaboration, special projects, and coordinating this e-Records Conference.
The State and Local Records Management Division (SLRM) provides an infrastructure for managing Texas public records. SLRM assists state and local officials with training, resources, guidelines, and consultation to ensure that government information is stored, retained, and made accessible. The Records Management Assistance (RMA) unit works directly with all local governments (over 10,000 of them) on the records laws and rules, records management program policies, records retention, local government retention schedules, local control schedules and compliance.
Join this session to meet the RMA team and hear about what’s new and what’s next. You’ll have an opportunity to ask questions and network with other local government officials.
Todd has over 30 years of management and leadership experience in professional services, technology, and human resources. His background includes international company expansion into new markets, implementing growth strategies, and successful business start-ups in the U.S. He has architected client solutions for Fortune 100 and 500 companies in retail, service, utilities, oil and gas, government, insurance, and information technology markets. Todd's strengths include client services, account management, marketing, business process outsourcing, and quality assurance. He currently serves on the Board of Directors for ARMA Houston, ARMA Austin, and the Alice L Haltom Educational Foundation.
Justin Gordon is the chief of the Open Records Division of the Office of the Attorney General. Previously, he was an assistant general counsel in the General Counsel Division of the Office of the Governor. Before joining the governor’s office in 2011, Justin served as a senior attorney and a drafting attorney in the Open Records Division of the Office of the Attorney General. Justin earned a B.A. from The University of Texas at Austin in 2002 and a J.D. from Baylor Law School in 2005.
Sonny Hashmi is the Managing Director of Global Government Strategy at Box. In his role, Sonny is responsible for developing and executing a go-to Market strategy for Box within global public sectors, and represents Box as a cloud computing thought-leader in government. Sonny also serves as part of the Editorial Advisory board for GovernmentCIO magazine, and works for Federal, State and Local and international government customers on cloud and mobility strategy. Prior to joining Box, Sonny served as the Chief Information Officer (CIO) and the Chief Technology Officer (CTO) for the U.S. General Services Administration (GSA). Since joining GSA in 2011, Sonny managed the agency's $600 million Information Technology (IT) budget and ensuring alignment with agency and the administration's strategic objectives, information security and enterprise architecture. Sonny led several technology initiatives at GSA, that leveraged emerging technologies to modernize and improve GSA operations. He also provided oversight of GSA’s IT projects, implemented the digital government strategy and was a major force towards adoption of cloud for GSA’s email, collaboration and applications as well as creating agile practices for cloud development. Sonny has also served as the CTO for the District of Columbia, Office of the Chief Financial Officer. He championed and successfully delivered many initiatives including large system modernization projects, implementation of a District-wide business intelligence platform for agency financial management and oversaw business process automation. Sonny also worked for private sector organizations leading large scale initiatives for federal, state and local government agencies. Sonny is active in the federal IT community. He received the 2013 Federal 100 award for Digital Government Innovation as a “cloud expander.” Other awards include his team’s win of the 2011 GCN award for (Cloud) Enterprise E-mail and Collaboration, and as a finalist for the prestigious Samuel J. Hayman Service to America medal. Named as among the five most social federal CIOs on Twitter, he is actively engaged on social media and online federal IT communities of interest. You can follow Sonny on Twitter at @Sonny_h. Sonny has a master’s in engineering from Purdue University and a master’s certificate in innovation management from the University of Maryland.
John is responsible for providing comprehensive strategic planning for the agency. John oversees DIR's IT leadership in planning and policy, accessibility, and enterprise solution services.
Kristin Homer is a Senior Manager in the Information Governance practice of the professional services division at Access Sciences. Areas of expertise include project management, taxonomy development, RIM program assessment, and business analysis. Kristin’s project leadership roles at Fortune 100 clients include records management assessments, enterprise taxonomy development, and collaborative content management solution design, development and implementation. Kristin is a Certified Information Professional (CIP), and has a B.A. in Anthropology, and M.A. and PhD in Linguistics, each from the University of Colorado.
Julia M. Johnson (Julie), CRA is the Senior Administrative Assistant for the Information Technology Department of Capital Metro with over 15 years of experience in the management of local government digital and physical records. She currently serves as the Department Records Coordinator and assists departments with the implementation of Capital Metro’s Records Management program. Julie also played a key role in the implementation of her organization’s conversion to a Microsoft Office 365 SharePoint environment. Julie is a Certified Records Analyst and holds a Master of Library Science from Florida State University, School of Information.
Ed Kelly has over 30 years' experience in business and information technology. He currently serves as the Statewide Data Coordinator for the Department of Information Resources (DIR). In his role, he works with agencies and institutions of higher education to collaboratively develop data policies, standards, and best practices to improve data governance and integrity statewide.
Ed is also responsible to seek out opportunities for data sharing across government agencies to increase government transparency, reduce duplicative information collection, and improve data management and analysis. Prior to joining DIR, he held positions with the Texas Department of Agriculture as Chief Administrative Officer and with the Texas Department of Public Safety as Chief Information Officer. Ed’s experience includes a variety of roles in the private sector including State Street Bank and Trust Company, Fidelity Investments, Dell Computer, Dell Financial Services, and Unisys Corporation.
Craig Kelso, CRM, Director for State and Local Records Management Division (SRLM), Texas State Library and Archives Commission
Craig Kelso, CRM, provides direction and administrative guidance to advance the division’s principal mission of providing records management support to 10,000 Texas state agencies and local governments in their efforts to comply with state records management laws and best practices. He has over 17 years of records management experience and has been a CRM since 2006. Prior to moving to Austin 5 years ago, he worked for the Missouri State Records Management Program as an Electronic Records Archivist for 7 years and then program director for 5 years.
Patrick McGrath is an authority on digital transformation, content and data management. He currently leads marketing efforts for Commvault’s solutions that support content and unstructured information. He previously led Product Marketing and digital transformation thought leadership efforts at EMC's Enterprise Content Division and was a regular speaker at international events.
Patrick spent several years at UC Berkeley managing IT services including data center, business intelligence, content management, records management, research data management and working with digital libraries. He leverages his experiences as a customer, consultant and marketer to help organizations compete in today's digital business environment.
Mark J. Myers is the senior electronic records specialist with the Texas State Library and Archives Commission (TSLAC) and has over 17 years of experience in electronic records management and digital preservation. Mark started with TSLAC in June, 2014, and is building a data archive to preserve and make accessible the electronic records of state government, beginning with the records of Governor Rick Perry in 2015. Mark will also be providing advice and assistance to state government agencies for the long-term preservation of their electronic records. Prior to his work in Texas, Mark was the electronic records archivist with the Kentucky Department for Libraries and Archives for 13 years. Mark has a bachelor’s degree in secondary education from the University of Kentucky and graduate work from Auburn University. He now lives in Austin, TX, with his two children.
Nanette Pfiester, Programming Planning and Research Specialist, State and Local Records Management Division, Texas State Library and Archives Commission
Nanette works on special projects and leads interagency workgroups. She has been with the agency for 15 years and was a Government Information Analyst for five years. She provided training and consulting to state and local governments in managing electronic records, disaster planning, improving filing systems and other records-related topics. Her career experience includes working in the public and private sector in records management, accounting, technology, and training. She holds an MBA in Technology Management.
Jim has 40+ years of experience in records management in Texas state government. He has a BA (1973) and MLS (1975) from the University of Texas at Austin. He has been an active member of the Austin ARMA chapter since its inception and a CRM since the mid-1980s. He has developed records management programs in four separate state agencies with responsibilities including administrative operations, print shop & copy services, file room operations, records storage, retention schedule development & implementation, microfilming, and document imaging. His most recent focus has been incorporating the principles of information management and information governance into TRS’ records management program using ARMA’s principles and maturity model as a guide.
Endi Silva, Director for the Technology Planning and Policy Division, Texas Department of Information Resources
Endi joined the DIR team in 2013 after four years as a research specialist with the Texas Senate Research Center. She graduated from the University of Texas at El Paso with degrees in Theater Arts and History. Endi is responsible for producing reports to the Texas Legislature, including the State Strategic Plan and the Biennial Performance Report, as well as overseeing statewide programs relating to Accessibility, Information Resources Manager Outreach, and Statewide Project Delivery.
Eric Stene has 19 years records and information management experience and has been a Certified Records Manager since 2010. He is currently the Records and Information Management Officer for the City of Austin having worked at the City for more than 15 years. Eric worked in establishing the City records management program that provided a step by step method of implementation for City departments and worked in the implementation of digital records systems in City departments. His specialties include records inventories, creating records retention schedules, consulting services for City departments, coordinating offsite storage and training in all aspects of records and information management. Before the City of Austin, Eric was a Records Analyst with the Utah State Archives and Records Service. Eric gained expertise in managing records from many industries through his work in state and local government including environmental quality, public safety, public utilities, financial, and planning and development. Eric holds a Bachelor’s degree from Weber State University and a Master’s degree from Utah State University.
Brian Thomas is an Electronic Records Specialist with the Texas State Library and Archives Commission. He is a graduate of the University of Texas School of Information graduate program. From 2014 through 2015 he was the Electronic Records Archivist for the state of South Carolina where he helped to establish the electronic records repository system and provide guidance to agencies on preserving their electronic records until time of disposition. In late 2015, he moved to Texas, working with Mark Myers to manage the Texas Digital Archive. Prior to archives, Brian worked for over 7 years in the insurance industry as an adjuster where he managed a large volume of records in the ordinary course of business.
Alexander Webb, CRM, IGP is currently the Records and Information Management Officer for the Capital Metropolitan Transportation Authority with almost a decade of experience in the management of local government digital and physical records. He has overseen the successful implementation of various enterprise electronic records management systems for local governments and recently oversaw the final stages of his organization's conversion to a Microsoft Office 365 SharePoint environment. Alex is a Certified Records Manager, and Information Governance Professional, and holds a Bachelor of Public Administration from Texas State University.
Is records management a new topic for you? Do you want to know more about information technology? You can learn some basics before you attend.
Find out what TSLAC’s State and Local Records Management Division has to offer:
- Records Management Services for Government Agencies (https://www.tsl.texas.gov/slrm)
- Learn about records management before coming to the conference.(https://www.tsl.texas.gov/slrm/training/index.html)
- Upcoming training
- Live webinars
- Face-to-face training (Austin and across Texas)
- Always available on your schedule
- Archived webinars
- Online training
- Sign up for updates posted in The Texas Record for all the latest news
Find out what DIR has to offer at www.dir.texas.gov:
- Click the Calendar link at the top of any page to view upcoming events and learning opportunities
- Learn about DIR discussions lists, newsletters, and communities with the Stay Connected link at the bottom of any page
For facility information, visit Commons Learning Center. 10100 Burnet Road, Austin, TX 78758
Southwest corner of Burnet Road and Braker Lane, within the main complex of the J.J. Pickle Research Campus.
Note, there is no dedicated hotel for this event; however, there are many nearby choices. See “About us” on Commons Learning Center’s website for list of hotels, maps, and more.
NOTE: You will be notified in your post-registration reminder emails about parking procedures.
Registration is officially closed. We have reached capacity for the event.
If you need to send us a Purchase Order number, provide more information, cancel your registration, or send a substitute, please notify us by email, firstname.lastname@example.org. Note the November 3rd deadline to cancel or you will be billed for the event.
This full day conference is an even better bargain this year at a lower price! Conference fee includes lunch giving you time to network and see what the exhibitors have to offer.
- $50 by November 3
- $75 after November 3 (if space is available)
Please email email@example.com if you have questions or need assistance.
Cancellation Deadline & Substitutions - November 3, 2017
After this date, your agency will be charged for the conference whether you attend or not.
To cancel a registration, contact SLRM at firstname.lastname@example.org before the cancellation date; otherwise, your agency will be billed for the conference. You can send a substitute in your place if you are unable to attend.
Please make purchase orders payable to:
Texas State Library and Archives Commission
State and Local Records Management
P.O. Box 12516
Austin, TX 78711-2516
Accounting Fax: 512-475-0185
- All attendees will be billed AFTER the conference by TSLAC.
- Please do not prepay.
- TSLAC does not have the ability to accept credit card payments.
- A P.O. number is recommended to process your registration. A PO# can be added after registration by using the “Provide More Information” radio button and adding the PO to the Notes section.
- RTI #: Included on the invoice, which will be issued after the conference.
- Federal Tax ID#: 74-6000126
- State of Texas VIN#: 3306-306-306-0013
Please email email@example.com for more information and type "E-Records Conference" in the subject line. Our Fax number is 512-936-2306.
This popular annual conference provides an excellent opportunity for your company to meet decision-makers from Texas government interested the management of electronic records, as well as related products and services. Attendees include 250-300 Information Resource Managers (IRMs), Records Management Officers (RMOs), and others involved in the overlapping issues of these disciplines. See Exhibitor Invitation 2017 for details.
Simple table-top exhibits will be available to conference participants during morning registration, the mid-morning break, lunch, and the mid-afternoon break.
The Texas Department of Information Resources (DIR) is organizing the exhibitor part of this conference. For questions about exhibiting, the primary contact is Joy Hall Bryant at 512-475-2346 or firstname.lastname@example.org.
Registration & Attendees: Contact SLRM at 512-463-7610, email@example.com
Speakers: Contact Nanette Pfiester at 512-463-5477, firstname.lastname@example.org
Exhibitor information: Contact Joy Hall Bryant at 512-475-2346 or email@example.com
Please email firstname.lastname@example.org if you would like to request a copy of the conference handouts in an alternative format.