Where You Can Find US
April 16, 2013, Progressive Business Publications webinar
New World Order: Management & Retention of Electronic Records in Financial Services
May 16, 2013, Progressive Business Publications Webinar
Electronic Records Retention: Developing Policies & Processes for Compliance in Government Sector
May 21, Los Angeles, California
Panels on Records, Security and Governance, LegalTech
May, 2013, Santa Maria, California
Keynote Speaker
Records Management in a 21st Century eWorld
ARMA Inland Empire Chapter Conference
May 26, 2013, San Rafael, California
San Rafael County Counsel Office Mangers Seminar
Where We Have Been
March 14, 2013, Walnut Creek, California
The Foundation: Document and Data Management in an eWorld;
How to Communicate with IT;
ARMA Mt Diablo, City Clerks Workshop Programs
March 13, 2013, Oakland, California
Document Retention and Destruction, Lorman Education SeriesFebruary 13, 2013, Palo Alto, California
“Women in eDiscovery”
January 14-29, 2013, available from ARMA.org
Unified Archiving: Friend or Foe to The Principles – ARMA Webinar Series
January 29, 2013, Chicago, Illinois
RIM Governance – SharePoint Webinar co-hosted with ShareSquared
September 23-25, 2012, Chicago, Illinois
“Information Governance for the eWorld” as a 12-Minute Rapid Fire Session, ARMA International’s Annual Conference and Expo
August 22, 2012, Webinar
Records Retention Schedules: The Foundation of Compliance, Conference of California Special Districts Association Conference
July 11-12, 2012, Honolulu, Hawaii
“Information Security and Privacy” Asia‐Pacific Information Management Conference 2012
June 3-5, 2012, Nanaimo, British Columbia
ARMA Canadian Conference
May 24, 2012, Des Moines, Iowa
FutureWorld: The Fusing of RIM & IT – Steps for Success Today & Into the Future for Information Management, Des Moines, Iowa ARMA
May 24, San Jose, California
Lunch and Learn, ALA
May 16, 2012, Honolulu, Hawaii
FutureWorld: The Fusing of RIM & IT – Steps for Success Today & Into the Future for Information Management, Hawaii ARMA
May 10th, 2012, Helena, Montana
Social Networks Impact on Records Management and Retention Scheduling of Electronic Records, Big Sky ARMA Chapter
May 4, South San Francisco, California
Lunch and Learn, Pharma
April 19th, 2012, San Diego, California
Presentation on GARP, San Diego Chapter of ARMA
April 13, 2012, Los Angeles, California
Greater Los Angeles Chapter of ARMA
March, 2012, Salt Lake City, Utah
Retention for Electronic records. Salt Lake City ARMA Chapter
March 23, 2012, Milpitas, California
Certified Records Manager Exam Preparation Seminar Speaker/Presenter, ARMA Silicon Valley-Santa Clara Chapter
March 21, 2012, Los Angeles, California
“Top Ten Quick Wins for Records Management”, ARMA Greater Los Angeles Chapter
March 1-2, 2012, Monterey, California
Records Retention Schedules: The Foundation of Compliance, Board Secretaries & Clerks Conference of California Special Districts Association Conference
February, 16, 2012, Phoenix, Arizona
Litigation Readiness: An Information Managers Role, Arizona ARMA Chapter
February 15, 2012, Omaha, Nebraska
“Electronic Record Retention: Mistakes HR Professionals Can Avoid”
Webinar Presentation, 1:00 PM – 2:30 PM EST, Lorman Education Services
February 14, 2012, Webinar
Records Retention Schedules: The Foundation of Compliance, Conference of California Special Districts Association Conference
January 27, 2012, San Francisco, CA,
Legal Lunch-N-Learn, “Retention Done Right for Law Lirms”
“December 7, 2011, Los Angeles, CA
Virtualization and RIM: Real Challenges, Real Benefits
ARMA International / Recall Annual User Conference
December 7, 2011, Los Angeles, CA
Backup Tapes: An Ongoing Revolution
ARMA International / Recall Annual User Conference
December 1, 2011, Des Moines, Iowa
Retention Scheduling in the E-World, Iowa Chapter, ARMA
November 6, 2011, Walnut Creek, CA
Information Management: Trends in the Technology Age, Association of Legal Administrators, East Bay Chapter
October 27, San Francisco, CA
Vendor Expo, Business Recovery Management Association (BRMA)
October 19, 2011, Washington, DC
Records Management Working Group, American Bankers Association (ABA)
October 18, 2011, Washington, DC
Virtualization and RIM: Real Challenges, Real Benefits, ARMA International 56th Annual Conference Expo
October 17, 2011, Washington, DC
Backup Tapes: An Ongoing Revolution, ARMA International 56th Annual Conference & Expo
September 29, 2011, Santa Maria, California
Technology Professionals, California Central Coast ARMA Chapter
September 27, 2011, San Francisco, CA
Records Retention Schedules – The Foundation of Compliance, CA Special Districts Association
September 22, 2011, Walnut Creek, CA
ECM: Evaluating, Buying and Implementing an ECM System that will Meet Your Expectations, Mt. Diablo Chapter, ARMA
September 6, 2011
Overcoming the Jargon: Bridging the RIM and IT Verbal Divide, ARMA International Webinar
July, 2011, San Jose, CA
Speaker and facilitator, Pacific Region Leadership Conference, ARMA International
Tuesday, September 27, 2011, San Francisco, CA
“Records Retention Schedules – The Foundation of Compliance”, CA Special Districts Association
March 24, 2011, Chicago, Illinois
Information Management in the Technology Age, NetSecure Annual Conference
March 18, 2011, Phoenix, Arizona
FutureWorld: The Fusing of RIM & IT – Steps for Success Today & Into the Future for Information Management, Arizona Chapter ARMA
March 3 – 4, 2011, Monterey, California
Records Retention & Management: 7 Steps to a Retention Program, California Special Districts Association Annual Conference
February 24, 2011, Walnut Creek, CA
Records Management Fundamentals in the 21st Century
January 13, 2011, San Jose, California
Best Practices in Privacy & Security, Silicon Valley Chapter, ARMA
November 7-11, 2010, San Francisco, California
Auditing, A Mechanism for Improvement, ARMA International Annual Conference
August 27, 2010, Santa Maria, California
RIM’s Brave New World – The Merging of Records & Technology in the 21st Century, Central Coast ARMA
July 15-18, 2010, Park City, Utah
Leadership Conference: speaker and facilitator
Tuesday, September 27, 2011. CA Special Districts Association
“Records Retention Schedules – The Foundation of Compliance”
May 12-13, 2010, Honolulu, Hawaii
Chapter Seminar: speaker and vendor training
April 27-28, 2010, Houston, Texas
Is Your RIM Program Defensible? Chapter Seminar
April 22-23, 2010, Tampa, Florida
E-Discovery for Information Professionals – Regional Seminar
April 8, 2010, Santa Clara, California
Social Media and Web 2.0 panelest – ARMA Seminar
April 5-6, 2010, Bloomington, Illinois
Marketing RIM: ROI on RIM Programs – ARMA Seminar
March 25, 2010, Salt Lake City, Utah
RIM 101: Managing Information’s Lifecycle – ARMA Seminar: Speaker