- e-Records Conference 2021: Accelerating Towards the Texas of Tomorrow
- e-Records Conference 2020: Records are Virtually Everywhere
- e-Records Conference 2019: Better Together in a Digital Word
- e-Records Conference 2018: Tackle Tough E-Records Challenges
- e-Records Conference 2017: Information Governance
- e-Records Conference 2016: At the Intersection of Technology and Records Management
- e-Records Conference 2015: V3: Volume, Velocity, Variety
You can request info about previous e-Records conferences.
The annual e-Records Conference will be in person this year on Friday, November 18, 2022. The theme is Discovering the Path Forward.
This event is organized by the Texas State Library and Archives Commission (TSLAC) and co-sponsored by the Texas Department of Information Resources (DIR) to promote electronic records management in Texas government. The conference gathers records management and information technology staff from the state and local level together to learn from each other by sharing case studies, solutions, best practices, challenges, and lessons learned.
The Texas State Library and Archives Commission and the Texas Department of Information Resources have co-sponsored this annual event since 2000.
Registration for the 2022 conference is closed.
We look forward to seeing everyone registered for the Full Conference Pass on Friday. For On Demand Only, recordings may be available as early as end of day on November 21. Additional details will be distributed by email.
You can download a copy of the conference handout.
About e-Records 2022
Discovering the Path Forward is the theme of this year's conference, our first in person since 2019. Accelerated by necessity over the past three years, Texas government adopted new technologies and digitalized existing processes to continue serving with minimal disruption. Our stakeholders' expectations about when, where, and how they access their government also continue to evolve. This conference is your opportunity to learn from your colleagues and other records and information management professionals to discover how electronic records are transforming Texas to meet present and future challenges.
You can access recordings of the 2021 conference sessions on The Texas Record.
Presentations are listed in the same order they appear on the program agenda.
Craig Kelso, Texas State Library and Archives Commission; Amanda Crawford and Neil Cooke, Texas Department of Information Resources
TSLAC and DIR welcome you and discuss recent and upcoming projects connected to electronic information, data, and accessibility.
The Future of Work: Hybrid Workplace Best Practices (and Other Simple Practices to Adopt with Hybrid Teams)
Maggie Barczyk and Jake Thompson, Slalom
In the virtual world, connection and collaboration have been tough, but we have been resilient, adopting a slate of new technology tools, collaboration platforms, and new ways of working that have helped us become productive employees. Slalom would be thrilled with the opportunity to share with the e-records Conference audience an assortment of tips, tools and best practices used by hybrid leaders and teams to best work together and enhance the employee experience.
Matt Kelly and Jeremy Wilson, Texas Department of Information Resources
Senate Bill 475 introduced a number of substantive changes impacting Texas public sector IT. E-Records Conference 2021 discussed the data management and open data portions of this legislation, but the bill also meant big things for cybersecurity. Join Matt Kelly (DIR’s Deputy CISO for Policy & Governance) and Jeremy Wilson (DIR’s Deputy CISO for Security Operations/CIRT) as they provide an update on the meaningful security projects that have been implemented in the wake of SB 475. The projects included in this discussion will be Cybersecurity Incident Response Team (CIRT), Regional Security Operation Center (RSOC), Volunteer Incident Response Team (VIRT), and the Texas Risk and Authorization Management Program (TX-RAMP).
Robert Haynes and Sonya Csikesz; Pacotech Inc.
This presentation will be a power point, with two main presenters. We will identify the progression, challenges, and solutions for managing sensitive information (PPI/SPI) within public records.
Kim Kaluba, BoomiPutting in place a sustainable and reliable data governance program requires a solid framework supported by a comprehensive data management strategy. In this session, led by Kim Kaluba, Senior Product Marketing Manager for Data Products at Boomi, we will explore:
- What is a data management strategy and how it aligns with a data governance program.
- What is a reliable data governance framework.
- What are the critical components required to ensure data governance success.
- Where to start in your data governance journey.
- How, where, and when does technology play a role in supporting your data governance initiatives.
"Measure Twice, Purchase Once” - Proof That Assessments Empower an Effective ECM Solution Roadmap that Saves Money and Really Work
Chris Legnon, IQ Business Group; Christee Lewis, Harris County; and Denise Pickett, Parkland Hospital
Find out how Harris County and Parkland Hospital invested in low-cost, upfront assessments of ECM functional needs and software selections resulting in a strategic program roadmap. The multi-year roadmap identifies and defines prioritized and actionable initiatives linked to clear business objectives that are metric-driven and realize positive change. Both Harris County and Parkland Hospital will share real examples of how they gathered support for IT projects and demonstrate successful Document Management related practices and / or ECM Workflows identified during their assessments and implemented with their stakeholders.
Emily Prines and Becky Rodriguez, UT Austin Technology Resources; Elista Street, UT Austin Records and Information Management Services
Limited seating capacity. Requires registration.
Our presentation focuses on utilizing a systematic strategy for determining record repositories that best fit our individual clients' needs as financial and administrative professionals at UT Austin. We will evaluate our current state by examining the products currently utilized by our clients or used elsewhere on campus. We will identify key repository requirements and address how we are considering these aspects in our evaluation. Additionally, we hope to highlight the importance of identifying and customizing repositories that prioritize accessibility and are centered on securely maintaining institutional data for its complete lifecycle.Lastly, we will present our findings of our current state evaluation and the next steps to reaching our future state.
Dr. Rhiannon Sanchez, Lower Colorado River Authority
State legislation SB475 requires the establishment of data management officers and data governance within state agencies. Rhiannon Sanchez, Enterprise Data Architect at LCRA, will lead a workshop to help you develop your foundational data governance practice. In the course of this workshop participants will: work to identify their data governance objectives; develop communication strategies; identify governance gaps within their agencies; and develop tools they need to establish data governance. Participants will be encouraged to share challenges and best practices to help collaboratively improve data governance within the Texas government agencies. Participants will take away a work plan for their return to the office.
Karyn Andrews, Undersecretary for Louisiana Department of Environmental Quality and Tina Gibeson, Access Sciences Corporation
Since 2009, The State of Louisiana Department of Environmental Quality (LDEQ) has empowered citizens to directly access publicly available records via an Electronic Document Management System (EDMS) portal without agency intervention. Modernized in 2020, this system allows citizens to retrieve records on demand, saving costs to the agency related to public records request processing, as well as streamlining access for agency staff and remote workers. The system features an updated user interface, advanced search capabilities, personalization features, role-based security, and information protection.
Justin Head, Collabware
Governance of information is largely a discussion quality first and speed second. Collaboration and productivity, is quite focused on speed first and quality second. In this presentation we will discuss:
- Why this is important in our governance strategy
- How the ebb and flow of user sentiment drives this conversation
- Technical (high level) challenges to governing and managing the content or records when data growth is so fast in collaborative environments (TEAMS)
- Governance challenges to governing and managing the content or records when data growth is so fast in collaborative environments (TEAMS)
- How to adjust your strategy to governing the content so you can keep pace with the speed at which content and records are created today.
Future-proofing official electronic documents and records: a case study for establishing a digital preservation program at one US County Clerk’s Office
Bryan Long, Preservica
The discontinuation of microfilm at one of the largest US County Clerk’s Offices required staff to identify a new solution for the preservation and redundant storage of real property documents and vital records (birth, death, marriage). With thousands of new recordings each day, plus an already large and increasing backlog of ‘at-risk’ documents, it was essential to establish a centralized trusted digital preservation repository. This session will share information about one County Clerk’s implementation of a solution that:
- complies with state mandates for maintaining copies of records in PDF/A format and storage in a separate location;
- protects digital and born-digital files against technology obsolescence, data corruption, and provides a full audit trail of changes data over time;
- ensures the continuity of government operations in the event of a major system failure or ransomware attack;
- offers the ability to rapidly retrieve records and find, read and trust them independently of the generating application;
- maintains independent access to redundant digital copies in perpetuity and ensures they are properly safeguarded over the long term.
Neil Cooke and Stacey Lewis, Texas Department of Information Resources
In support of Senate Bill 475, DIR will present on our approach to Data Security, Privacy, and Retention. This presentation will discuss the data security, privacy and retention risk analysis and results, validation of controls, and conclusions from the DIR experience. The presentation will also highlight the Data Management Advisory Committee and how DIR is working collaboratively to further the state's data management program.
The presentation includes discussion of the Texas Data Portals (the Open Data Portal and Closed Data Portal) and how data can be shared in the platform to align with Senate Bill 475 and the publishing of high value data sets.
Speakers are listed in alphabetical order by last name.
Karyn Andrews - Undersecretary for Louisiana Department of Environmental Quality
Presents at 1:00 p.m.
Karyn Andrews is Undersecretary for the Louisiana Department of Environmental Quality, where she oversees all management and administrative functions of the agency. She is responsible for LDEQ’s Human Resource Functions, General Services, and Financial Services, as well as ensuring that the agency’s Information Technology initiative and needs are met, including the agency’s public facing Electronic Document Management Repository, EDMS. Andrews has lived in Louisiana since her family relocated here in 1980. She holds a bachelor’s degree in accounting from Louisiana State University and has worked in governmental accounting at the state level since graduating LSU in 1993.
Maggie Barczyk - Slalom - Product Innovation Strategy Leader
Presents at 8:50 a.m.
Maggie Barczyk is a Product Innovation Strategy Leader with Slalom's Austin Market and has over 10+ years of Consulting under her belt. She enjoys working on unsolved problems at the intersection of machine intelligence, human-centered design and ethics. Maggie is a Texas girl at heart, earning a BA from UT Arlington, and Master's degree in Technology Commercialization from UT Austin.
Neil Cooke - Texas Department of Information Resources - Interim Chief Data Officer
Neil Cooke has close to 25 years' experience in information technology, specifically related to data governance, data management, and leveraging data for performance management, strategic and operational planning, and project and portfolio management. In his role, Neil supports agency strategic operations and planning by defining, communicating, and driving the implementation of enterprise-wide data governance and data management methodologies, as well as promoting data sharing and improving information management outcomes.
Prior to joining DIR, Neil held public sector positions within the Texas Health and Human Services Commission as Director of Performance Management, the Texas Department of Public Safety as Enterprise Project Management Office Director, and the Texas Department of Agriculture, serving as Management Analyst and Project Manager. His prior experience also includes a variety of roles in the private sector in both the US and the United Kingdom, in roles such as Data Analyst, Systems Analyst, and Business Analyst.
Amanda Crawford - Texas Department of Information Resources - Executive Director, State of Texas Chief Information Officer
Opens conference at 8:30 a.m.
Amanda Crawford is the Executive Director of DIR and serves as the Chief Information Officer for the State of Texas. In this role, she is responsible for the overall leadership, direction, and daily operations of DIR, an agency with an annual fiscal profile of more than $4 billion per year. DIR's responsibilities include protecting the state's data and critical technology infrastructure, managing a multi-billion dollar cooperative contracts program, and providing strategic technology leadership, solutions, and innovation to all levels of Texas government. Under Mandy’s leadership, DIR led the state’s successful response to the 2019 ransomware attack that affected over 20 local government entities in Texas and secured the transition to the next-generation suite of managed IT services offered through DIR’s Shared Technology Services program.
Prior to leading the team at DIR, Mandy served at the Office of the Attorney General of Texas (OAG) for more than 17 years. She held various positions at the OAG, including ultimately serving for two and a half years as the Deputy Attorney General for Administration and General Counsel. Mandy also served as a faculty member for the National Attorneys General Training Research Institute’s Center for Leadership Development, teaching managerial leadership across the country.
Mandy earned her B.A. from The University of Texas at Austin and her law degree from the University of Houston Law Center. She is a graduate of the Governor’s Center for Executive Development through the LBJ School of Public Affairs at The University of Texas at Austin.
Sonya Csikesz - Pacotech Inc. - Records Retention Analyst
Presents at 10:10 a.m.
Sonya is a native of Northern California where she worked as a Legal Secretary for the Alameda County District Attorney’s office. After moving to Austin, she has been working for Pacotech a contractor for TCEQ. Starting out as a document reviewer, she has since moved on to the Records Retention section of Pacotech and is now a Records Retention Analyst for Pactotech/TCEQ.
Tina Gibeson - Access Sciences Corporation - LDEQ Records Management Project Manager
Presents at 1:00 p.m.
Tina Gibeson is Manager of Records Management Operations at Access Sciences. She has been on contract with the Louisiana Department of Environmental Quality for seven years, and currently serves as the project manager for the LDEQ records management team. Her areas of responsibility include all aspects of records lifecycle management, procedure development, agency records training, as well as development and implementation of the agency’s retention schedule and imaging exception in compliance with all applicable federal, state, and industry-specific laws. In addition, she severs as student mentor and adjunct faculty for the LSU School of Library & Information Science's Graduate Certificate in Records and Information Management. She holds a PhD in Musicology and Master of Library and Information from Louisiana State University and is a Certified Records Manager of the Institute for Certified Records Management and Information Governance Professional through ARMA International.
Robert Haynes - Pacotech Inc. - Senior Records Retention Analyst
Presents at 10:10 a.m.
Robert Haynes is the Senior Records Retention Analyst for the Texas Commission on Environmental Quality, where he also oversees the daily operations of the agency's primary records center. Robert has over ten years’ experience in the field of records and information management and has an Associate Degree in Applied Science (Journalism). Robert has been active member of Austin ARMA since 2012 and served as a Austin ARMA Chapter Officer (Programs Co-Chair) from 2015 - 2017.
Justin Head - Collabware - Product Evangelist
Presents at 2:30 p.m.
Justin is a skilled Records Management and Information Governance professional with more than 15 years of experience in both public and private sector. Justin provides thought leadership and has led many projects in the records and information management (RIM) space with focus on RIM program development, COTS integrations and custom application development.
Kim Kaluba - Boomi - Senior Product Marketing Manager for Data Products
Presents at 11:10 a.m.
Kim Kaluba considers herself a data enthusiast. She has been in the data management field for over 25 years and strives to help organizations get the most value out of their data. She believes that data is the heart of any corporate initiative and without the right data in the right place at the right time, the organization can't function properly. She's enjoyed helping numerous organizations achieve data excellence and has seen them reap the benefits of becoming a data-driven company. Kim is well-versed in the topics of data governance, data management, data strategy, master data management, data integration, and more data topics. She is currently a Senior Product Marketing Manager at Boomi, focusing on their data solutions.
Matt Kelly - Texas Department of Information Resournces - Deputy CISO for Policy & Governance
Presents at 10:10 a.m.
Matt is the Deputy Chief Information Security Officer for Policy and Governance at the Texas Department of Information Resources. He currently oversees the administration and development of the Texas Risk and Authorization Management Program and the statewide Governance, Risk, and Compliance portal to provide agency IT and security personnel with tools to help improve their security posture. Matt holds multiple cybersecurity certifications, a Master’s degree in Industrial and Organizational Psychology from Angelo State University, and is currently working on a Master’s in Data Science at the University of Texas at Austin.
Craig Kelso - Texas State Library and Archives Commission - State Records Administrator
Opens conference at 8:30 a.m.
Craig Kelso, CRM is the State Records Administrator and Division Director of the SLRM program at
TSLAC. Since joining the division in 2012, he has worked to simplify the intake process and upgrade
the network infrastructure at the State Records Center; upgraded the records tracking system;
worked to expand digital imaging services; and encourages the increased use of online resources for
records management training including online webinars, blog posts, and YouTube videos.
Prior to moving to Austin, he served as an Electronic Records Archivist, then Director of the Missouri
State Records Management Program. As an Electronic Records Archivist he assisted state agencies
in the management of their records through training, consulting, and creating or updating retention
schedules. As Director, he managed daily operations and tackled several large projects to modernize
operations in the records center and imaging unit.
Craig is a member of ARMA International and National Association of Government Archivists and
Records Administrators. He has an undergraduate degree in history from Missouri State University,
and master’s degrees in History and Business Administration from West Virginia University.
Chris Legnon - IQ Business Group - Vice President of Client Engagement
Presents at 11:10 a.m.
Chris is a certified PMP project manager who has managed RM, ECM, Scanning/Imaging, and the delivery of large software implementations his entire professional career. He is an internationally experienced Senior PM with 15+ years of continuous role progression in leadership and responsibility. He has a verifiable history of successfully using the best practices of Agile, ITIL, and PMI to deliver numerous IT, ECM, and RM initiatives in the public and private sectors, with budgets ranging from $100k to $10M+. His experience includes project/portfolio management, software/solution development, project delivery framework documentation, and vendor/contract management. Chris has previous state government, health sector, and commercial sector experience: he successfully managed projects for Texas DSHS, City of Austin, Harris County, University of Texas, and other Texas-based clients.
Christee Lewis - Harris County - Document Management and Web Technologies
Presents at 11:10 a.m.
Experienced Manager with a demonstrated 20+ history of working in the information technology and services industry. Highly skilled in implementing Enterprise Software, Document Management solutions, and Business Process Improvement. Christee is currently managing a multiple-division ECM implementation for Harris County, the largest county in Texas and 3rd largest county in the US with nearly 5-million residents and stakeholders, with completed successes in the District Attorney’s Office (DAO), the Sheriff’s Office, Engineering and Public Health; and ongoing rollouts continuing for over 30+ County departments.
Stacey Lewis - Texas Department of Information Resources - Texas Open Data Portal Administrator
Presents at 3:25 p.m.
Stacey is the Texas Open Data Portal Administrator at the Texas Department of Information Resources. Stacey has 12 years of experience in information technology, library science, nonprofit development, and coordination of academics and adult continuing education programs. In her role, Stacey is responsible for the daily operations of the Texas Open and Closed Data Portal, as well as onboarding new and supporting existing Open and Closed Data Portal customers.
Prior to joining DIR, Stacey held public sector positions in Missouri with the St. Louis County Library, St. Louis City Library, and University City Library. Her prior experience also includes a variety of roles in the nonprofit sector in project management, development and event planning, most recently as Systems Analyst at Austin Pets Alive!
Brian Long - Preservica - Sales Executive
Presents at 2:30 p.m.
Bryan Long is an Account Executive for Preservica, helping institutions digitally preserve their valuable materials and resources. He has been in the Library/Archive arena for over 20 years. He currently resides in Oregon and enjoys traveling and tasting the world with his amazing wife. He also likes wine, baseball, and his 4-month-old Black Sphynx kitten.
Denise Pickett - Parkland Hospital - Director of Records & Information Management
Presents at 11:10 a.m.
Highly qualified, results-focused senior-level records management and information governance executive offering years of solid experience serving in key leadership roles within the field. My expertise with the management of others, as well as with building cross-functional, high-performance teams and leading and motivating these to success and the attainment of all targets and objectives, has been consistently demonstrated throughout my work history. I’m also exceedingly skilled in the identification, evaluation, and promotion of talented performers, supporting the transition of these into leaders via the provision of professional development opportunities and career counseling.
Emily Prines - UT Austin Technology Resources - Business Analyst
Presents during lunch
Emily Prines is a Business Analyst for the Technology Resources (TRecs) department in the Financial and Administrative Services portfolio at The University of Texas at Austin. Emily uses she/her pronouns. Emily’s work within the Portfolio Support and Product Management team encompasses repository administrator responsibilities as well as providing portfolio support internally for TRecs. Emily has been a full-time employee at the university for 2 years, previously working for the Office of Campus Safety. Prior to joining the UT Austin Staff, Emily studied anthropology and business and public policy at the university. In her free time, she enjoys reading, watching movies, and hanging out with her two birds and cat.
Becky Rodriguez - UT Austin Technology Resources - Application Administrator
Presents during lunch
Becky Rodriguez works in the UT Austin Technology Resources (TRecs) department within the Financial Administrative Services portfolio. Becky’s pronouns are she/her. She has worked for UT Austin for over 10 years (starting off as a student worker) and has a thorough knowledge of UT policies and procedures regarding information management. Her work in the Product Support and Portfolio Management (PSPM) team within TRecs began as a repository administrator, and after two years she moved on to supporting other applications within the portfolio. Becky is a UT Austin alumna, and completed her MS in Information Science at the University of North Texas in 2020 with a certification in Digital Curation and Data Management. Aside from her career interests in digital preservation, she likes traveling overseas, spending time with her pet bearded dragon Jub Jub, going to rock concerts, and repairing old electronics in her spare time.
Dr. Rhiannon Sanchez - Lower Colorado River Authority - Enterprise Data Architect
Presents at 1:00 p.m.
Dr. Rhiannon Sanchez has worked in private, nonprofit, and government sectors in a variety of roles that all revolve around information, records, and data management, including data quality control, usability testing, policy research, governance, and training. Her joint Masters of Arts and Masters of Library and Information Studies thesis was focused on identifying factors that affect employee contributions to institutional repositories. Her doctoral research, in Information Studies, was an examination of how performance measures can be applied to determine the value of information resources in organizational decision making. She has published and presented in international journals and conferences, and was formerly a lecturer on the topic of information agency management at the University of McGill in Montreal. She is now the Enterprise Data Architect at the Lower Colorado River Authority, where she works with a multidisciplinary team in converging technology planning, user expectations, data governance, and business needs.
Elista Street - UT Austin Records and Information Services - Records and Information Manager
Presents during lunchElista is the Records and Information Manager for UT Austin, providing records management guidance, policy, and training for the entire University. She has been in her role for almost four years and has experience managing a wide range of records types across formats. Before her time in records management she was a preschool teacher working with three and four year-old children, and she has brought her teaching experience to the records management space.
Jake Thompson - Slalom - Business Innovation Leader
Presents at 8:50 a.m.
Jake Thompson is a Business Innovation leader at Slalom with 10 years of experience working with clients to develop, oversee, and improve the performance of their programs with varying size and complexity. For 7 years, Jake supported the State of Texas in service delivery roles with a focus on driving better business outcomes within operations. In these roles he led teams ranging from small groups (2-3 people) to large organizations (60+ people).
Like most leaders, Jake was forced to transition into virtually managing his teams duringthe global pandemic. Today, he is focused on Strategy & Operations where organizationsare faced with a common issue: how do you build a strong employee experience, in a hybrid setting, while meeting the pressing needs of your business?
Outside of work, Jake is a graduate from the University of Texas at Austin with a degree in Computational Mathematics. He is focused on enjoying everything central Texas has to offer alongside his wife and two young children.
Jeremy Wilson - Texas Department of Information Resources - Deputy CISO for Security Operations/CIRT
Presents at 10:10 a.m.
Jeremy Wilson is the Deputy CISO for Security Operations for the State of TX Department of Information Resources (DIR) and works in the Office of the Chief Information Security Office (OCISO). Jeremy is responsible for establishing a Pilot Regional Security Operations Center (RSOC) at a Texas university and overseeing the State of TX RSOC program once established. Jeremy will also establish and oversee the Texas cybersecurity incident response team, which will be responsible for responding to incidents, establishing play books, coordinating cybersecurity exercises, and performing threat intelligence across the State.
Jeremy has over 23 years of security and leadership experience and over 8 years of service working for the State of Texas at DIR, DPS. He has held security, telecommunications and I.T. roles in the US Army, U.S. Army Reserve and the Texas Army National Guard. He served as an Airborne Ranger in 2nd Ranger Bn, 75th Ranger Regiment, he is an Operations Iraqi Freedom III Veteran and retired as a Major after 25 years of total service as an enlisted and commissioned officer. Jeremy has been with the State of Texas in Cybersecurity since 2013 . He holds a CISSP, CISM, CRISC and Security + Certifications.
Commons Conference Center
2901 Read Granbury Trail
Austin, TX 78758
Located at the southwest corner of Burnet Road and Braker Lane, within the main complex of the J.J. Pickle Research Campus.
Parking has been prepaid by the conference. Parking passes will be emailed before conference. Park in a designated Visitor space and display your parking pass on dash. Vehicles not displaying a parking pass or not parked in a Visitor space may be ticketed by UT Police.
There is no designatd hotel for this event. The Commons Conference Center maninatins a list of area hotels within three miles of their location.
Exhibitors at the 2022 conference will be listed here when they confirm.
Exhibitor registration is closed.
DIR organizes the exhibitor part of this conference. For questions about exhibiting, contact Mark Leavenworth at mark.leavenworth at dir.texas.gov.
Registration & Attendees: Contact SLRM at 512-463-7610 or firstname.lastname@example.org
Speakers: Contact Joshua Clark at 512-936-0270 or jclark at tsl.texas.gov
Exhibitor information: Contact Mark Leavenworth at mark.leavenworth at dir.texas.gov
Billing and Invoice: Contact Jansie Martin at 512-463-5512 or email@example.com
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