*Sold Out* Spring Seminar: Managing Electronic Records & Staying Relevant

February 22, 2018
9:00 AM - 3:00 PM

Pacific Gas & Electric
245 Market Street (Cross Street Beale St.)
San Francisco, CA 94105
Venue website

The New SOP: Managing Electronic Records
and Staying Relevant!

ARMA Golden Gate is pleased to announce its 2018 seminar. Each year we strive to bring you the best and most current information on industry trends, presented by engaging speakers. For 2018, we are bringing you two Records & Information Management experts to talk about managing electronic records and how RIM
practitioners can stay relevant

APPROVED for 3 CRM Credits!
APPROVED 3 Hours IGP Credits!

Transitioning from Paper to Electronic Records: Challenges and Successful Approaches.  Making the transition from paper to electronic records can be daunting.  Although some organizations have successfully automated key processing areas, many organizations struggle as they take steps toward an electronic records environment.  Lack of executive buy-in or governance structure, unexpected technology challenges, media and technology obsolesce, and low end-user adoption are but a few obstacles that can limit the path to success.  During this session, the speaker will share successful approaches, challenges and lessons learned, while assisting organizations in their journey towards achieving an electronic records environment.  

Challenges and Approaches for Implementing Retention into an Electronic Records Environment. Managing the retention and disposition of records is a necessary, but challenging task for organizations of all shapes and sizes. Additional challenges are presented when managing electronic records. For example, how do we apply retention to case-based records with event-based retention? During this session, you will learn practical approaches for implementing retention and life cycle management into an electronic records environment.

Howard Loos, CRM, IGP has more than 20 years of experience in RIM, focusing on the transition from paper to electronic records, including applying retention to electronic systems. His work includes transforming organizations in Financial, Oil & Gas, Education and Technology industries. Howard is currently serving as the Records and Information Manager at Brigham Young University.

How Modern Records Managers Can Stay Relevant: Real World Lessons.
 TAB's Kurt Thies shares several stories that demonstrate how modern RIM professionals can continue to stay relevant. You will learn about the different ways that RIM methodologies, tools and technologies can help you deliver bottom-line business value throughout the information lifecycle. The presentation includes real-world examples from customers in finance, energy and other industries, providing lessons and practical approaches that you can bring to your own organization.

Three key takeaways from this presentation:

  1. The importance of adding value throughout the entire information life cycle
  2. The four different kinds of business value your RIM colleagues are currently providing
  3. The tools and skills you will need to stay relevant in the coming decade

Kurt Thies, VP, Technology & Strategic Solutions, TAB.  Kurt is an entrepreneur, advisor, writer and speaker with over 20 years of experience as a strategic advisor and expert in Information Lifecycle Management. Kurt previously founded Accutrac Software, Inc., later acquired by Iron Mountain.

Registration includes Light Continental Breakfast, Lunch and beverages courtesy of Chapter Sponsor & Host Pacific Gas & Electric. 


  • Registration & Continental Breakfast: 8:30 a.m.
  • Seminar Starts: 9:00 a.m.
  • Session 1, Break, Session 2, Lunch, Session 3
  • Seminar Ends: 3:00 p.m. 

 ARMA Golden Gate Thanks Our Sponsors 
For Their Generous Support Of This Educational Program




Refunds available up to 5pm on 2/16/18.  Registration is transferable anytime prior to 9:00 a.m. one day before the start of the seminar.


$40.00 ARMA GG Member Ticket

$50.00 Non-Member

$40.00 Special Guest Ticket