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Best Practices in
Information & Records Management:
Industry Experts Address Key Issues
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Program Agenda
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November 8, 2007
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Hosted jointly by AIIM NE & ARMA Boston
This exciting and lively panel will provide information and cross-industry perspective for practitioners at all levels to help you understand record and information management today and best practices for success.
Of particular interest is how to build a successful case for RM/IM/ECM inside your own organization.
Topics to be addressed include:
- key trends and standards
- important auditing and management issues,
- implementers’ best practices and lessons learned,
- and an overview of critical issues (legal, business, compliance)
driving IM/RM/ECM initiatives today.
- … and ample time to network and visit with our sponsors
DOWNLOAD A COMPLETE TRANSCRIPTION (PDF)
Transcription provided free of charge by Brown & Meyers.
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Lydia Washington, AHIMA
DOWNLOAD PRESENTATION>>
contact info: lydia.washington@ahima.org
Brian Foster, Access Sciences
DOWNLOAD PRESENTATION>>
contact info: bfoster@accesssciences.com
Gordy Hoke, KPMG Please contact Gordy directly if you would like a copy of his presentation, or download: Download White Paper: We're not in Kansas Anymore: A Risk-Based Approach to Records Management
contact information: Forensic KPMG, LLP, 125 First Ave. NW, Suite 200, Plainview, MN 55964 USA (507) 534-2293 (office)
ghoke@kpmg.com
Cori Peele, Oracle Please contact Cori directly if you would like a copy of her presentation, or download "Lowering E-Discovery Costs Through Enterprise Records and Retention Management contact information: cori.peele@oracle.com phone number: 603-303-1880 mailing address: One Oracle Drive, Nashua, NH 03062
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Sponsors
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Speakers
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 Lydia Washington, MS, RHIA, CPHIMS,
Director, Practice Leadership,
AHIMA
DOWNLOAD PRESENTATION>>
Prior to joining AHIMA, the American Health Information Management Association, in 2006, Washington served as director of health information management (HIM) for M.D. Anderson Cancer Center. Here she participated in institutional strategic and tactical planning for the transition to electronic health records (EHR) and implemented a document management system that enabled all medical records to be accessible online.
Washington has been actively involved as a volunteer in the HIM profession on both the national and state level. She has served as a member of AHIMA’s EHR Practice Council and eHIM work groups. She also served as president of the Texas Gulf Coast Medical Record Association and as Regional Director of the Texas Medical Record Association.
Washington holds a bachelors of science degree in Medical Record Administration from The University of Texas Medical Branch and a master of science degree in Health Informatics from the University of Texas Health Science Center at Houston.
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AHIMA, the American Health Information Management Association, is the leading professional Association representing more than 51,000 specially educated and certified health information management professionals working throughout the healthcare industry. HIM professionals serve healthcare and the public by managing, analyzing, and utilizing data vital for health system management. www.ahima.org .
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 Brian Foster
Director of Legal Business Consulting,
Access Sciences Corporation
(Houston, Texas).
DOWNLOAD PRESENTATION>>
In this role as Director of Legal Business Consulting at Access Sciences Corporation, Brian leads the practice area focused on reducing clients e-discovery exposure during potential litigation thru establishment of repeatable processes, governance, and implementation of software solutions.
Prior to joining Access Sciences, Foster provided consulting services to major energy firms in the litigation discovery space. In these roles he managed some of the major discoveries the oil industry has seen this decade.
With over 20 years in the industry he has led numerous global projects to standardize operational policies.
Access Sciences provides organizations with the ability to effectively manage information assets in the records and information management (RIM) and enterprise content management (ECM) market space. We refer to these combined disciplines as Enterprise Content and Records Management (ECRM). We define overall strategies and change management programs to help organizations create, enhance or further streamline their ECRM processes. As regulations continue to shape organizational compliance issues and create new challenges, operational efficiencies will also be realized by using standards and structured programs. We leverage our experience in the ECRM and Litigation space to provide litigation readiness to our customers to reduce their risk when responding to potential litigation. This leads to a repeatable framework that allows organizations to create consistency, integrity and accuracy for ECRM processes. www.accesssciences.com .
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 Steve Weissman
Director, Insight Forums, Senior Analyst & Director of Marketing,
Art Plus Technology
Steve Weissman has been a trade journalist and industry analyst since 1979. Known for his strong business sense, marketing savvy, and innate ability to pinpoint critical success factors, he has stewarded scores of successful consulting engagements, research programs, and industry forums for vendors, VARs, resellers, integrators, and buyers of information technology who are looking to maximize the value of their technology investments.
Mr. Weissman is highly regarded for his pragmatic analyses and populist style; as such, he is in constant demand as an industry expert and as a dynamic public speaker, a role in which he regularly 'wows' audiences at industry forums, user and channel conferences, and association annual meetings. Recent Program Chair of the AIIM Conference Committee and ECM West, he also is an ongoing resource for the trade, business, and general press, where the likes of Business Week, Red Herring, InfoWorld, and Network World, and television programs as diverse as World Business Review and Entertainment Tonight, frequently seek his input and opinions.
Immediately prior to assuming his present roles, Mr. Weissman was the founder of Kinetic Information LLC, a business strategy consulting and software industry analyst firm he led for 12 years. He holds a B.S. degree in Public Relations from Boston University.
Art Plus Technology (APT) is a Boston-based consulting firm that helps companies develop and deploy business communications – printed and electronic – that are simple, personal, clear, and effective. A wholly-owned subsidiary of NEPS, LLC, the company is an expert in communications management, and leverages its award-winning design capabilities, process expertise, market acumen, and technology innovation to help clients orchestrate information for relevant, personalized delivery. http://www.artplustechnology.com/
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 Gordon E. J. Hoke, Sr. Associate, Advisory KPMG Forensic
Records Risk Management
Download White Paper: We're not in Kansas Anymore: A Risk-Based Approach to Records Management
Gordon E.J. Hoke is a member of KPMG’s Records Risk Management team, part of the Forensic Services practice. He is based in the Minneapolis office. Gordy’s work with records and documents began in 1989. He has written and published more than 250 articles, white papers, and case studies.
Relevant Experience
- Analyzed and reported on hundreds of content and records systems of all sizes
- Wrote white papers for major corporations; served as contributing editor to industry trade journals
- Advised international, content management software vendors on effective market penetration through the reseller channel
- Helped a large, medical insurance claims contractor design, evaluate and procure the appropriate content management system
- Presenting and speaking at technology conferences
- Director of International Business Development for a leading content management software vendor.
- Editor and co-author of a book of case studies published by AIIM International
Education and certifications
- Certified Records Manager
- B.A., Macalester College
- Extensive graduate-level studies
Professional associations
- ARMA International
- AIIM International (E-DOC Editorial Advisory Board)
- Licensing Executive Society
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Cori Peele
Oracle
cori.peele@oracle.com
phone number: 603-303-1880
mailing address: One Oracle Drive, Nashua, NH 03062
Download Whitepaper: Lowering E-Discovery Costs Through Enterprise Records and Retention Management
Cori Peele has served as the lead Middleware Architect on consulting engagements and has over 12 years of experience in the IT industry. She has been responsible for content management and control at a large private bank, a large telecommunications company, and information integration for several government agencies and branches of the military. Cori will cover the following topics:
- Litigation and Discovery Risks
- Records Management Business Issues and Practices
- Content Growth and Management - How to control growth
- Retaining Effective Content - How to manage & what to retain
- Risk Mitigation - How to remove what you do not want to retain
Oracle’s business is information—how to manage it, use it, share it, protect it. For nearly three decades, Oracle (NASDAQ: ORCL), the world’s largest enterprise software company, has provided software and services that enable organizations to get the most accurate and up-to-date information from their business systems. Today, Oracle has over 275,000 customers—including 98 of the Fortune 100—in more than 145 countries.
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