e-Records Conference 2023

The annual e-Records Conference will be in person this year on Friday, November 3, 2023. The theme is For the Win! Records and Data.

#TXeRecords

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.

Registration | Program Agenda | Presentations | Venue and Travel Info 

Exhibitor Listing | Exhibitor Registration | Conference Contacts

The Texas State Library and Archives Commission and the Texas Department of Information Resources have co-sponsored this annual event since 2000.

REGISTRATION 

Attendee Registration

Registration is closed. We are at full capacity at this time.

About e-Records 2023

For the Win! Records and Data is the theme of this year’s conference. The volume and variety of data Texas governments collect, create, use, and store has grown exponentially since our first conference in 2000 and doesn't appear to be slowing down anytime soon. Working together, records and data management staff can maximize the value of data while mitigating serious financial, legal, and reputational risks. This conference is your opportunity to learn from your colleagues and other records and information management professionals about winning strategies for developing and administering a framework that works for your government.

2023 conference handout | Conference hall map

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PROGRAM AGENDA

Room assignments for concurrent sessions to be determined by attendee preferences submitted during conference registration.
Conference Agenda for November 3, 2023
Session Type Start Time End Time Session Title
Start 8:00 a.m. 8:30 a.m. Check-In and Networking
General 8:30 a.m. 8:50 a.m. Welcome
General 8:50 a.m. 9:50 a.m. Conflict Management for RIM/IG Professionals
Break 9:50 a.m. 10:10 a.m. Morning Break
Concurrent 10:10 a.m. 11:00 a.m RSOC: Boots on the Ground for Local Texas Governments
Concurrent 10:10 a.m. 11:00 a.m. Modernizing Microsoft Governance: A Case Study in Applying Purview Features to an Existing Environment
Break 11:00 a.m. 11:10 a.m. Break
Concurrent 11:10 a.m. 12:00 p.m. Hiring, Retaining, and Reskilling Your Workforce
Concurrent 11:10 a.m. 12:00 p.m. Google Cloud Document AI : Unlocking the Potential of Government Data
Concurrent 11:10 a.m. 12:00 p.m. A Better Way to Get Repetitive Work Done: A Primer on Robotic Process Automation
Lunch 12:00 p.m. 1:00 p.m. Lunch
Concurrent 1:00 p.m. 2:15 p.m. The Wins of Change: Using Organizational Change Management to Increase the Odds of Success in Data Governance
Concurrent 1:00 p.m. 2:15 p.m. Data Driven Decision Making
Concurrent 1:00 p.m. 2:15 p.m. Managing Odd Projects: Tools, Tricks, and Tips for Managing Projects That Don't Fiit a Mold
Break 2:15 p.m. 2:30 p.m. Afternoon Break
Concurrent 2:30 p.m. 3:15 p.m. The Practical Road to Digital Transformation: Retain, Digitize & Destroy
Concurrent 2:30 p.m. 3:15 p.m. How to Link Data and Records Retention Schedules
Concurrent 2:30 p.m. 3:15 p.m. For the Win: Becoming a Records Influencer
Break 3:15 p.m. 3:25 p.m. Break
General 3:25 p.m. 4:10 p.m. RMOs and DMOs: Complementary Partners in Information Management
End 4:10 p.m. 4:10 p.m. Conference Ends

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PRESENTATIONS

Session Descriptions

Presentations are listed in the same order they appear on the program agenda.

Welcome (no slides)

Texas State Library and Archives Commission and Texas Department of Information Resources

TSLAC and DIR welcome you and discuss recent and upcoming projects connected to electronic information, data, and accessibility.

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Conflict Management for RIM/IG Professionals (slides)

Azure G. Brown, Austin Community College

RIM professionals deal with conflict daily. It can range from the need for financial support to finding your forever home in the organizational structure. Either way, you have to be able to effectively communicate and collaborate with various stakeholders and there is bound to be conflict. This presentation will provide an assessment to learn what your conflict management style is, understand what is happening in the brain during conflict and how to effectively manage it.

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RSOC: Boots on the Ground for Local Texas Governments (slides)

Jeremy Wilson, Texas Department of Information Resources

High level overview of how to get involved in our award-winning RSOC Program.

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Modernizing Microsoft Governance: A Case Study in Applying Purview Features to an Existing Environment (slides)

Sarah Holleman, Teacher Retirement System of Texas

The Teacher Retirement System of Texas (TRS) has spent the last 18 months working to apply Microsoft Purview labels and policies to an existing SharePoint Online environment, while expanding to Teams, OneDrive and Outlook. This presentation will cover TRS' goals, strategy, and roadblocks.

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Hiring, Retaining, and Reskilling Your Workforce (slides)

Moderator: Lisa Jammer, Texas Department of Information Resources
Panelists: LaDawn Gray, Health and Human Services Commission; Beth West, Texas Commission on Environmental Quality; Isela Mata, Texas Department of Insurance

Panelists discuss workforce development in Texas government.

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Google Cloud Document AI : Unlocking the Potential of Government Data (slides)

Keith Athey, Google

Nearly all organization processes begin, involve or end with a document. Due to this, government entities possess a gold mine of unstructured data that could be leveraged to provide better and more timely services to their constituents. Google enables you to unlock the value of your documents with machine learning, next generation search, and advanced analytics to unlock insights from documents with DocAI, Document Warehouse, and Generative AI. This presentation will discuss document processing at scale, AI-powered extraction of business data from documents, business rule-powered workflows, natural language queries of documents, AI-power document summarization, as well as automated redaction, FOIA and PIR processing.

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A Better Way to Get Repetitive Work Done: A Primer on Robotic Process Automation (slides)

Elista Street and Hyeeyoung Kim, The University of Texas at Austin

Have you ever lost track of a Destruction of Records Request because of endless email chains and copy-pasting information? Amidst it all, have you wondered, "Is there a better way?"

Yes, there is! You can automate repetitive tasks and workflows by implementing robotic process automation. The best part is that you do not need to be a software developer to achieve it.

This session will showcase various automation examples using Microsoft Power Automate, a low-code and no-code development platform. Using everyday Microsoft 365 tools, the session will demonstrate how to automate processes from simple individual tasks to complex collaborative workflows. Additionally, the speakers will share how to successfully implement and maintain your automation solutions.

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The Wins of Change: Using Organizational Change Management to Increase the Odds of Success in Data Governance (slides)

Presenters: Gareth Cales and Eric Keck, ISF
Panelists: Phillip Bays, Austin Public Health; Tammi Powell, Texas Department of Motor Vehicles; Amberle Carter, Texas Department of Family and Protective Services

Data Governance Card for attendees

This panel will feature a discussion with technology leaders from state agencies, management, and IT consultants from a DIR contracted vendor, highlighting efforts across the state to respond to SB 475 two years after passage. Panelists will focus on how Organizational Change Management (OCM) can help accelerate efforts to implement sound data management, security, and data governance processes. In this panel, attendees will learn how OCM improves the organizational culture and receive actionable insights to unite their teams in their efforts to score big in the data governance game.

Whether change comes through slow evolution or as a seismic shift, public sector employees often find themselves carrying significant responsibility while having to navigate new terrain, all without a “playbook” or clarity on how to move forward. Through the application of a structured change management approach, an organization can achieve success with their data governance objectives while also building a culture of continuous improvement.

Takeaways from the presentation and discussion:

  1. Understand how OCM can help with managing resistance and overcoming barriers to change.
  2. Demystify the individual’s role within their organization and the implications it may have on the organizational data governance journey.
  3. Identify the connection between change management and project management and the ways in which alignment of these two disciplines can result in a structured yet flexible data governance program that has the ability to grow and evolve with changes in policy and technology.

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Data Driven Decision Making (slides)

Sarah Hendricks and Matthew Milliken, Texas Department of Public Safety

Physical Cubic Feet Calculator | Minimum Disposition Date Calculator

How can your data drive/improve program compliance and leadership decisions? We will discuss how the use of pictures and dashboards created has helped increase program compliance and improved relationships across departments. Will highlight how the data has required shared drive clean up.

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Managing Odd Projects: Tools, Tricks, and Tips for Managing Projects That Don't Fit a Mold (slides)

Jenn Coast, The University of Texas at Austin

Many of us have projects to retire legacy services, reduce technical debt, or to adopt new services that have aspects that don’t fit into a standard project model or project management methodology.

In this session, we’ll discuss ways to manage projects and project records for these odd projects without using a standard project management tool. We’ll share tricks and tips for managing your data in Excel or SharePoint Lists, creating reports using Excel pivot tables and graphs or Power BI, and managing project records and publishing project status on a SharePoint website and formal email status reporting. (Just kidding: we'd never use email as a records management solution. Honest.)

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The Practical Road to Digital Transformation: Retain, Digitize & Destroy (slides)

Kurt Thies, Gimmal

The path to a digital records management program requires a comprehensive approach to both new and existing records. As a result, most programs involve a hybrid approach to automate and maintain a digital first process going forward, while reconciling existing inventory that includes physical records.

This requires an information governance framework that addresses all inventory and operational strategies to determine the right path to Retain, Digitize or Destroy, according to your policies and procedures.

Learn how Cities and Counties in the State of Texas are addressing this challenge and modernizing their records programs.

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How to Link Data and Records Retention Schedules (slides)

Diarra Boye and Danette Spencer, UTHealth Science Center at Houston

To achieve compliance with Senate Bill 475 and mature data governance practices, UTHealth Houston will work on a project to:

  • Develop a comprehensive understanding of what “data” means within UTHealth.
  • Identify and inventory data assets across the organization and their classifications.
  • Perform an assessment of data governance mechanisms currently in place.
  • Establish a formal data governance program via an actionable roadmap for implementation, based on identified priorities.
In this session, we will provide a roadmap on how to create a Data Retention Policy, being inclusive of communication, scheduling, indexing, clarity & execution.

We will look into records retention guidance from TSLAC, and use our data inventory to create a retention schedule. We will present our process of creating structure around data archiving, deletion and sharing.

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For the Win: Becoming a Records Influencer (slides)

Deborah Robbins, Department of Energy, Legacy Management (contractor with TFE)

Individuals weld more power every day in creating, managing, and preserving records, RIM professionals need the ability to successfully engage their organizations and these individuals in best RIM practices. This presentation will focus on ways to successfully influence your organization through records management - from understanding barriers to several practical suggestions for building a record program's influence.

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RMOs and DMOs: Complementary Partners in Information Management (no slides)

Moderator: Ed Kelly, The Office of the Texas Secretary of State
Panelists: Brady Cox, Public Utility Commission of Texas; Shiva Jaganathan, The University of Texas at Austin; Tammi Powell, Texas Department of Motor Vehicles; Bonnie Zuber, Texas State Library and Archives Commission, Sarah Hendricks, Texas Department of Public Safety

DMO and RMO Guidance

In 2021, the Texas legislature passed SB475 effectively formalizing the way agencies and institutions of higher education view and manage data and information. One section of the law requires coordination between the agency ’s information security officer, the records management officer, the data management officer and the Texas State Library and Archives Commission to:

  • Implement best practices for managing and securing data in accordance with state privacy laws and data privacy classifications.
  • Ensure the agency ’s records management programs apply to all types of data storage media.
  • Increase awareness of, and outreach for, the agency ’s records management programs within the agency

Come and learn from the experts on how they are leveraging their respective responsibilities for opportunities and success in these areas. Learn how the RMO & DMO can, and do, partner up to drive data and information literacy throughout their respective agency. Hear how the RMO and the DMO have common, and complementary, roles to further mature the future data and information management landscape.

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Speaker Information

Keith Athey, Customer Engineer for State and Local Government | Google

Keith is a tenured IT professional with over 30 years of public service experience working within and for public sector institutions. Today Keith is a Customer Engineer within the Google Public Sector division creating unique solutions to today’s toughest public sector needs. Knowing the challenges associated with change faced by state and local governments, Keith crafts solutions taking into account future sustainability, supportability, and adaptability for future growth.

Keith understands the ‘Economy of Public Trust” is less about ROI and more about mitigating risk and ensuring government IT systems enable, empower, and enhance government services. Unlike commercial systems, the impact of an outage for public systems directly impacts the lives and well-being of constituents.

Phillip Bays, IT Corporate Manager | City of Austin, Austin Public Health

With more than 20 years of experience in local government, Phillip Bays is a respected authority in managing intricate IT systems across diverse sectors including public health, aviation, convention centers, and emergency services. In his current capacity as the IT Corporate Manager for the Austin Public Health Department, Phillip has been pivotal in orchestrating the department’s IT strategy for COVID-19 response and laying the foundation for a resilient Health IT infrastructure. His certifications include Certified HIPAA Professional (CHP), GIAC Security Leadership Certifications (GSLC, GSTRT), National Incident Management System (NIMS), and ITIL® v4 Foundations.

Phillip also serves as the Secretary for the Equity Council’s leadership team, reinforcing the Council’s mission to amplify equity, diversity, and inclusion throughout Austin Public Health.

Phillip's vision centers on deploying quality technology solutions that empower the Public Health Department to realize strategic, tactical, and operational successes. By upholding a culture of excellence, he inspires collaboration, accountability, and innovative technology that advances organizational performance. His philosophy emphasizes continuous improvement and an unwavering commitment to equity, diversity, and inclusion to enable customer success.

Diarra Boye, Executive Director & Data Management Officer | UTHealth Science Center at Houston

Diarra Boye is an accomplished leader with nearly two decades of diverse experience in finance and information technology. Her background spans various domains, including accounting, audit, business, information technology, and data analytics. Diarra holds a Bachelor's degree in Accounting and has held numerous accounting roles in both the financial services and government sectors. She has further enhanced her expertise by earning a Master of Science in Data Analytics from the University of Houston Downtown and is certified as a Certified Public Accountant, Certified Internal Auditor, and Certified Fraud Examiner. Diarra's journey with UTHealth began in 2013, and she has steadily climbed the organizational ladder, taking on increasingly challenging roles in procurement, audit, and the office of the Chief Financial Officer. In addition to her primary responsibilities, she wears several hats, serving as the institutional Record Manager, leading the Robotic Process Automation Business initiatives, and acting as the Accessibility Coordinator. Most recently, she was appointed as the UTHealth Data Management Officer.

In her current capacity, Diarra expertly manages an operating budget exceeding $150 million for UTHealth's Information Technology operations and system support. She has spearheaded multiple successful implementations of Enterprise systems, including Procure to Pay, Electronic Health Records, and Human Resource applicant tracking systems. Diarra's role encompasses overseeing the design and monitoring of UTHealth's Information Technology business, procurement, and financial controls. Furthermore, she serves as the acting controller, performing a range of accounting and management functions, including tracking expenditures and verifying project funding.

Azure G. Brown, MSIS, CRM; Director, Institutional Records & RMO, Notary Public, TMCA Credentialed Mediator | Austin Community College

Azure G. Brown is a Native East Austinite and graduated from Texas State University - San Marcos in 2013 with a Master of Science in Interdisciplinary Studies. Azure is a Certified Records Manager and is a recipient of the 2018 La ARMA Nostra award granted by the ARMA International Educational Foundation. She currently works as the Director of Institutional Records at Austin Community College and previously served as a Board Member of Austin ARMA. In 2022, she received Basic Mediation Training from the Center for Public Policy Dispute Resolution at The University of Texas at Austin School of Law. In March 2023 she received the Southwest Conflict Resolution Network Scholarship. Azure does a lot of volunteer work in the community including projects with Forklift Danceworks called Givens Swims (2019) and serving as a volunteer mediator with Conflict Resolution Center in Minnesota.

Gareth Cales, Senior Consultant | ISF, Inc.

Gareth brings 18 years of IT experience including work in Solutions Architecture, Technical Support, Product Management, Program Management, and Network Administration. Most recently, Gareth served as the lead technologist building out a national practice leader in Content Services and Document Management. As a recognized leader in Business Process Automation, Gareth has worked with hundreds of State and Local Government entities in more than 20 states on their Digital Transformation, Content Services, and Artificial Intelligence initiatives. Gareth is a Gold Certified Professional in Laserfiche Content Services, and CompTIA Certified Document Imaging Architect (CDIA+).

Florida Department of Law Enforcement, Software Feasibility Assessment. To prepare to replace their Records Management System (RMS), the FDLE engaged ISF to complete a feasibility assessment. A Law Enforcement Agency's RMS is their primary Investigative Case Management application, storing all of the information about all investigative cases and intelligence-gathering efforts. ISF created a Schedule IV-B to request funding from the legislature for an RMS replacement.

Amberle Carter, Chief Data & Analytics Officer | Texas Department of Family and Protective Services

Amberle Carter is no newcomer to the expansive world of data. Her professional career began simply by developing systems to provide accessible and reliable data to accomplish work in the most efficient manner. Today, she’s a leader of professional data storytellers, enabling state government agencies to demonstrate the work they accomplish or improve upon through visualizations, as well as data architects and data engineers, maturing the enterprise data architecture and use of clean, reliable data. She is a strategic problem solver with demonstrated proficiency in data management and governance, reporting, strategic planning, and complex project and program management. In her role, she hopes to help people to put data at the center of their mission and apply analytics to enhance strategic and tactical decisions.

Amberle holds a seat on the National CDO Council. Recent achievements include successfully establishing an Artificial Intelligence Center of Excellence, launching a “single source of truth” data architecture, and building a new data team.

Jenn Coast, Project Coordinator | The University of Texas at Austin

Jenn is a strategist, information architect, and information wrangler with 20+ years of experience spanning all stages of the information lifecycle at the university. In their current role, Jenn coordinates efforts to decommission services to reduce technical debt. Jenn is passionate about information governance and believes that strong information and data management programs can improve both the business value of information and the customer experience.

Brady Cox, Records & Data Management Officer | Public Utility Commission of Texas

Brady Cox is the Records & Data Management Officer at the Public Utility Commission of Texas (PUC). He has a Master of Science in Information Studies (MSIS) from the School of Information at the University of Texas at Austin (UT), an MA and BA from Abilene Christian University (ACU), and a CIPP/US certification from International Association of Privacy Professionals (IAPP). Prior to working for the PUC, Brady worked in archives and records management at ACU, UT, Texas State Library and Archives Commission (TSLAC), and the Electric Reliability Council of Texas (ERCOT).

LaDawn Gray, Director of Human Resources | Health and Human Services Commission

LaDawn Gray serves as the Director of Human Resources (HR), where she assumes a role in overseeing comprehensive human resource services within the Texas Health and Human Services (HHS) system. Her responsibilities extend to supporting the HHS programs through the enhancement of workforce capacity, infrastructure optimization, technological advancements, and the upholding of integrity in business procedures. Within her purview are critical functions including compliance and records management, employee program administration, employee relations, policy administration, veterans' advocacy, and the strategic oversight of workforce planning and reporting.

LaDawn has been instrumental in steering training and development initiatives, refining policies and procedures, leading diversity, equity, and inclusion committee initiatives, cultivating wellness programs, and fostering internship opportunities. She also serves as the Vice Chair for the HR subcommittee within the State Agency Coordinating Committee. In this capacity, she leverages her expertise, offering guidance on matters related to HR and personnel legislation.

LaDawn's academic journey led her to the University of Texas at Austin, where she earned a Bachelor of Arts in sociology. Her commitment to ongoing professional growth is evident through her graduation from the Governor's Executive Development Program. Her qualifications also include the following certifications:

  • Professional in Human Resources, HR Certification Institute
  • Certified Professional, Society for Human Resources Management
  • Certified Mediator, Disposition Resolution Center

Beyond her professional endeavors, LaDawn's passions encompass a range of activities. She actively participates in a women's volleyball league, showcasing her love for sports. Additionally, her creativity shines through her skill in designing and decorating cakes and cookies. However, her most cherished moments are spent with her family, where they collectively indulge in movie nights, enjoy leisurely swims in the backyard, and host gatherings for friends and family.

Sarah Hendricks, Records & Policy Specialist | Texas Department of Public Safety

Sarah Hendricks is the Records Manager at The Department of Public Safety in the Records & Policy Office. Previously, she was as a project manager, where she was promoted records management best practices as projects were being developed agency-wide. Sarah has served as Chair and Vice Chair of the SACC RIM, collaborating with other state agencies on developing best practices. She is passionate about educating all employees about records and enjoys when her teaching brings enlightenment (and ease of job duties) to her peers.

Sarah Holleman, MLIS, Records Management Officer | Teacher Retirement System of Texas

Sarah Holleman, MLIS, is the Records Management Officer for the Teacher Retirement System of Texas in Austin, Texas. Sarah has experience in managing all types of government records, from small municipalities to large state agencies. She has her CRA and is working towards her CRM. Sarah has a bachelors in English and History from Texas A&M University in College Station, TX and a Masters of Information Studies from The University of Texas at Austin.

Shiva Jaganathan, Chief Data Officer, Executive Director of IRRIS | The University of Texas at Austin

As a leader in transformative IT, Shiva Jaganathan has expertise in Data Warehouse, Enterprise Analytics, and Decision Support System development. He is a member of the president’s cabinet that provides critical data and metrics for strategic planning and enterprise data governance implementation. Shiva represents UT Austin’s executive team on a number of influential committees and has helped develop process-driven strategic operational plans. Shiva is a visionary leader with a sensitive understanding of broader perspectives and has established skills in collaborating and communicating effectively with diverse constituencies. Shiva has developed and delivered Enterprise Data Warehouse and Business Analytics solutions for multiple major universities, including the University of Connecticut, Rice University, and the University of Central Florida.

Lisa Jammer, Chief People and Culture Officer, PHR, SHRM-CP, CDP | Texas Department of Information Resources

Lisa Jammer is the Chief People and Culture Officer at DIR. In this role, she leads the vision, strategy, development, and execution of talent and culture management programs to advance the agency’s mission, vision, and core value statements. She has 19 years of human resources experience with 11 of those years in Texas state government. Prior to state service, Lisa served in a variety of human resource, treasury, and accounting roles with Indeed, Waste Management, and Continental Airlines.

Lisa has a Master of Science in Human Resource Development from the University of Houston, Bachelor of Science in Business Management. She is a Certified Diversity Professional and has successfully earned the PHR and SHRM-CP designations.

Eric Keck, Senior Consultant, Organizational Change Management Subject Matter Expert | ISF, Inc.

Eric is a proven leader with experience in both public and private sector organizations. He spent 22 years in city management with complex organizations in Ohio, Utah, Idaho, and Colorado. He has expertise in executive training and coaching, team building, goal setting, and strategic planning. He is a Prosci Certified Change Practitioner and holds multiple additional certifications in leadership and change management.

Texas Workforce Commission, Vocational Rehabilitation Case Management System IV&V Project. Eric was the workstream lead for evaluating the organizational change management activities of the TWC VRCM project. He also examined TWC’s risk management activities related to this project and provided recommendations on how to mitigate both the change and traditional risks identified within the analysis.

Ed Kelly, Data Governance Consultant | Texas Secretary of State

Ed Kelly has over 40 years' experience in business and information technology. He currently serves as a data governance consultant for the Texas Secretary of State. Previously he was the Chief Data Officer for the State of Texas at the Department of Information Resources (DIR). In that role, he worked with state agencies and institutions of higher education to collaboratively develop data policies, standards, and best practices to improve data governance and data management statewide.

Ed was also responsible to seek out opportunities for data sharing across government agencies, to increase government transparency through the use of the Texas Open Data Portal and improve overall data management and analysis. Prior to joining DIR, he held positions with the Texas Department of Agriculture as Chief Administrative Officer (CAO) and with the Texas Department of Public Safety as Chief Information Officer (CIO).

Additionally, Ed’s experience includes a variety of roles and responsibilities in the private sector at State Street Bank & Trust Company, Fidelity Investments, Dell Computer, Dell Financial Services, and Unisys Corporation.

Hyeeyoung Kim, Digital Archivist | The University of Texas at Austin

Hyeeyoung Kim is Digital Archivist at the Dolph Briscoe Center for American History, University of Texas at Austin. He holds MSIS from the University of North Carolina at Chapel Hill with a concentration in Archives and Records Management and a certificate in Digital Curation.

Isela Mata, Assistant Director of Administrative Operations – Human Resources | Texas Department of Insurance

Isela has over 20 years’ experience in Human Resources. In 2013, she joined the Texas Department of Insurance and is currently the Assistant Director of Human Resources. She oversees the day-to-day functions of HR including talent acquisition, payroll, benefits, and leave accounting. She handles employee relations and provides coaching/counseling and disciplinary actions.

Isela has a Bachelor’s in Political Science and History from Texas State University and has completed the Human Resources Management Program at the University of Texas at Austin.

Matthew Milliken, Records Analyst | Texas Department of Public Safety

Matthew (Matt) Milliken is employed with The Department of Public Safety (DPS) as a Records Analyst for the Records and Policy Office. Matt started his career with DPS in 2022, holding multiple positions with Williamson County Juvenile Services prior to that. Matt graduated from Texas State University with a bachelor’s degree in Criminal Justice and enjoys increasing his and other professionals’ knowledge in all things records.

Tammi Powell, Data Management Officer | Texas Department of Motor Vehicles

Tammi Powell serves as the Data Management Officer for the Texas Department of Motor Vehicles. Tammi’s role is to create a data culture where data is viewed and managed as an enterprise asset and data sharing leads to greater collaboration and transparency among stakeholders. Tammi has over seventeen years of public service, including work in various areas of data management such as database administration, data architecture, and serving as the Open Data Portal Administrator for the State Chief Data Officer.

Deborah Robbins, Manager, Internal Customer Service | Department of Energy, Legacy Management (contracted through TFE)

Deborah Robbins, CRM, has over 20 years of experience in the Records and Information Management field across various industries. She is the current Chair of the ICRM Mentoring Committee, and leads a online CRA/CRM study group, while working for the Department of Energy as a contractor. Deborah has served as a frequent speaker on topics such as data mapping, compliance, professional growth, change management, and business continuity/disaster recovery.

Danette Spencer, Senior Business Systems Analyst | UTHealth Science Center at Houston

Danette serves as the Senior Business Systems Analyst within the IT Finance and Business department at UT Health Science Center Houston. With more than 15 years of dedicated experience in higher education, her expertise lies in the adept identification, thorough analysis, and proficient troubleshooting of systems and business processes. Danette plays a crucial role in supporting significant business decisions through the utilization of static reporting and ad hoc data analysis. Her educational background encompasses a Bachelor of Science in Business Management, complemented by her certification in Epic Cogito. In her current capacity, Danette skillfully integrates her business acumen with her analytical prowess to establish and strengthen a robust and formal data management program at UTHealth.

Elista Street, Training Coordinator | The University of Texas at Austin

Elista is a former Records and Information Manager and is now a Training Coordinator specializing in Microsoft 365 tools and solutions, at the University of Texas at Austin. She currently provides comprehensive training to staff, faculty, and students, ensuring they have the necessary skills to maximize their productivity. She has a strong background in Records and Information Management and early childhood education.

Kurt Thies, Vice President, Gimmal Lifecycle Governance | Gimmal

Kurt Thies is a well-recognized Digital Transformation Executive, Innovator, and Thought Leader with proven ability to design solutions, develop loyal customers and business partners, build and inspire teams, and lead growth and transformation. Areas of expertise include strategic vision, sales and marketing, planning and execution, business development, account success, and corporate development. A visionary, transformational leader who creates high performing teams and instills a customer-centric culture.

Kurt founded and built a leading information management software company, developing a loyal customer base, including global projects with several Fortune 50 customers. When the company was acquired by the $3 billion leader in the industry, he led their innovation strategy, integrating with their technology platforms, building strategic partners, and developing solutions for their largest customers. Kurt is currently Vice President, Gimmal Lifecycle Governance solutions.

Beth West, Deputy Director for Human Resources and Staff Services | Texas Commission on Environmental Quality

Beth is the Deputy Director for Human Resources and Staff Services at TCEQ. Beth's career has been primarily as an employment lawyer, first in private practice in San Antonio, then in Atlanta, Georgia and Kansas City, Missouri. In 1999, she returned home to Texas and joined the TCEQ as the Senior Attorney for employment law, ethics, and contracts. In 2019, Beth transitioned to HR (just in time for the COVID-19 pandemic).

Jeremy Wilson, CISSP, CISM, CRISC, Security+, Deputy CISO, Security Operations/CIRT | Texas Department of Information Resources

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 Angelo State University and overseeing the State of TX RSOC program once established and expanded. 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 and his team also oversee the TX Volunteer Incident Response Team (VIRT) which has 99 personnel with cybersecurity, I.T. and other response skills to bolster significant security incidents occurring within the State of TX.

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 CISSP, CISM, CRISC, and Security + Certifications.

Bonnie Zuber, Records and Information Manager | Texas State Library and Archives Commission

Bonnie Zuber is a Governor of Information, "Journeywoman" Data Manager, Certified Records Analyst, and Master of Library Science. After initially pursuing a career as a teacher and librarian, she transitioned into the field of records and information management, consulting and training on legal obligations and best practices for managing government records. She now serves as the Records and Data Management Officer at TSLAC, and is happy to let everyone copy her homework.

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VENUE and TRAVEL INFO

Commons Conference Center
2901 Read Granberry 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.

There is no designated hotel for this event. The Commons Conference Center maninatins a list of area hotels within three miles of their location.

A map of the venue is available here.

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EXHIBITOR LISTING

Access Sciences Corporation

Adobe

Austin ARMA

AT&T Corporation

Backstage Library Works

Box

CGI

Document Logistix

Donoma Software

ESEI (Electro Systems Engineers, Inc.)

Gimmal

IBM

iBridge Group, Inc. - A Digital Transformation Company

iCaught

Institute of Certified Records Managers (ICRM)

Informatica

IQ Business Group

ISF, Inc.

JustFOIA

Luna Data Solutions

MCCi

Mythics

National Association of Government Archives and Records Administrators (NAGARA)

Neos Consulting Group

Oracle Cloud, Public Sector

Precision Products, Inc.

Preservica

Rackspace Technology Government Solutions

Ricoh Document Scanners

Texas Department of Information Resources

TSLAC - Disaster Recovery | Imaging Services | Digital Archives

Vasion

Veritas

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EXHIBITOR REGISTRATION

This popular annual conference provides an excellent opportunity for your company to meet decision-makers from Texas government interested in the management of electronic records. Vendors with services and products related to electronic records and data management are invited to exhibit. The exhibit area features tabletop displays rather than large tradeshow-style booths, making for an easy set up appreciated by past exhibitors.

For more information about exhibiting at the 2023 conference or to register for an exhibitor table, please visit the exhibitor information website.

DIR organizes the exhibitor part of this conference. For questions about exhibiting, contact Mark Leavenworth at mark.leavenworth at dir.texas.gov.

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CONFERENCE CONTACTS

Registration and Attendees: Contact SLRM at 512-463-7610 or rm_trng@tsl.texas.gov.

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 Joshua Clark at 512-936-0270 or jclark @ tsl.texas.gov.


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Page last modified: December 12, 2023