Central Iowa Chapter

2015-2016 Central Iowa Chapter Meetings


June 9, 2016

"How to Supersize Your LinkedIn Profile and Make It Work For You"

Speaker: Suzanne Hull, Contemporary Business Solutions

Suzanne Hull is known as the “Get It Done Girl” for her ability to identify the needs of small businesses and suggest, and oftentimes, execute the most effective solution.  Her 13 years of experience in sales, marketing, and business coaching with both domestic and international businesses, gives her an unusually broad base of experience with which to diagnose and remember a business problem.

As the owner of Contemporary Business Solutions, Suzanne works with clients to help them become found online through social media and their website; and offline through networking, public relations and personal branding.

April 28, 2016

Preparing for "D-Day" - Depositions and Document Subpoenas

What to expect and how to prepare for the dreaded deposition day and what are your obligations as a records manager when responding to a document subpoena. 

Speaker: Rebecca Brommel, BrownWinick

Becki graduated, magna cum laude, from Drake University in 1998, obtaining her B.A. in Political Science and Sociology. She received her J.D. in 2001 from Drake Law School, graduating with highest honors. At Drake Law School, Becki was Order of the Coif and a recipient of the Dwight D. Opperman Scholarship. Becki was admitted to the Iowa bar in 2001.

Becki assists clients in the area of litigation, administrative law and health law. She has represented clients in state and federal court, in various state administrative tribunals and in arbitrations. Becki has written articles regarding document retention policies, spoliation of evidence issues and has also spoken at various seminars regarding the importance of document retention policies, document retention issues in litigation and ethical issues for attorneys.

Becki has chaired many legal and community organizations and currently serves on the Board of Susan G Komen's Iowa Affiliate.

March 24, 2016

Career Path Forum

ARMA Central Iowa Chapter members and guests will participate in an open forum lead by Susan and Josh covering career experiences, certifications pursued and the impact on their career, trends in Records & Information Management, the move to Information Governance, and more.  Network with your peers to answer questions and share experiences.

Facilitators: Susan Lees, CRM and Josh Hargrafen, IGP, CIP

Susan is a 30 year member who holds a CRM and has held many board positions in the chapter.  Josh has achieved his IGP and CIP certifications and has been a member for 10 years.  Both have extensive experience in the records and information management space.

February 25, 2016

Getting a Seat at the Table

Is executive support enough or does IG need to be at the table?  Courtney will give her opinion on why executive support is only a starting point for any successful program.  She will share what she’s learned in getting to the next level at her company and how being involved at the higher level has impacted their IG program.  Lastly, she’ll discuss next steps once you get to the table. 

Speaker: Courtney Stone, CRM

Courtney is the Records and Retention Manager for AMOCO Federal Credit Union, located outside Houston, TX.  She has been in records and information management for 3 years.  Courtney received her Bachelor of Arts (BA) in Communications – Public Relations/Advertising from the University of Houston.  She is a Certified Records Manager (CRM), a Certified Nautilus (ECM) Administrator, and a Certified Nautilus (ECM) Workflow Administrator.  She is also an IGP candidate and will be sitting for the exam in April 2016.  Courtney has been a member of ARMA International and ARMA Houston since 2013.  She has been the editor of the ARMAdilla since December of 2014 and received the Newsletter of the Year Award from ARMA International in 2015.

January 28, 2016

Information Security and Privacy in your IG Program 

Josh will give a high level overview of "The Principles" and how it correlates to principles of information security and privacy.  He will give examples of issues concerning security and privacy of information and what Information Governance should look like in today's environment to avoid the issues.  Finally he will cover the best practices for classifying information and where you can go for help.

Speaker: Josh Hargrafen, IGP, CIP

Josh is the Senior Program Manager of Information Governance at ACT and current president of ARMA Central Iowa.  In December 2013 he was selected for ARMA International's Member Spotlight.  Hargrafen earned the Information Governance Professional (IGP) certification in August 2013 as part of its inaugural class. He also holds the Certified Information Professional (CIP) certification. He has been involved in IG for over ten years and has seen his scope grow from traditional Records Management to include Data Privacy, Information Security, and now Data Governance. 


December 10, 2015

A Practical, Hands-On Approach to Taxonomy Development
Portions of ARMA International 2015 presentation

You need to define a metadata schema for your electronic or physical content; or you've finally bought a fancy auto classification tool so you can manage the deluge of information your organization faces.  Either way, you still have to define the taxonomy for your organization's information.  This session will include a group exercise aimed at developing a solid taxonomy structure with enough flexibility to hold all your organization's information assets. Upon completion of this session, participants will be able to:

  • Explain the importance of taxonomy and how it relates to metadata
  • Describe the steps to creating a taxonomy
  • Identify the resources needed in a successful taxonomy development project 

Speaker: Monica Crocker, CRM, PMP, CIP"

Monica Crocker, CRM, PMP, CIP has been a Content and Records Management professional for more than 20 years.  She currently serves as Group Records Coordinator for Wells Fargo.  Monica wrote the Cloud and SharePoint chapters in the recently published book, Information Governance: Concepts, Strategies, and Best Practices.  Monica strives to find records management solutions that allow users to spend less time managing records and more time fulfilling the mission of the organization.


October 22, 2015 

The 3 C's of Records Management: Collaboration, Cooperation & Communication

“No Man is an Island…”  Simply stated by John Donne, the poem goes on to say “Entire of itself, Every man is a piece of the continent, A part of the main…”  Certainly, as technology has, and continues to change the way business is done, Records Managers also can’t be their own Island.  It is not only expected, but it is vital that we work with everyone in our organizations in order to ensure that records management is an integral part of every business process.  This session will discuss the key RIM competencies of cooperation, collaboration and communication, and how these skills can assist the RIM professional.

Speaker: Susan McKinney, CRM

Susan McKinney has been the Director of Records and Information Management at the University of Minnesota since December 1995.  Prior to that, she had been the Director of Records Management at the University of Florida for 10 years.  In addition, Susan worked for the Balch Institute for Ethnic Studies and Seton Hall University.

Susan received her Master of Arts in History with an Archival, Museum and Editing Studies concentration from Duquesne University, and her CRM in 1993. 

Susan has been very active in the records management field, starting the Gainesville/North Central Florida ARMA Chapter and the Florida Records Management Association.  She has served on the Board of Directors and as President of ARMA International, and is currently the Chair of the Board of the Twin Cities ARMA Chapter.  She also serves as owner/host of the Records Management Listserv.

September 24, 2015

ARMA International Update - Where We Are & Where We Are Going

Speaker: Robert Baird, newly elected CEO of ARMA International

Robert assumed the role of ARMA International's Chief Executive Officer June 15, 2015. He hold a master's degree in business administration from George Washington University and a master's of science degree from the Dwight D. Eisenhower School for National Security and Resource Strategy. He also has earned a graduate certificate in knowledge management from George Washington University, an executive MBA certificate from the University of Virginia and certification as a Project Management Professional and as an Associate Business Continuity Planner.

Prior to joining ARMA, Robert served in the U.S. Navy for 20 years, where his extensive record of service included a role as a comptroller for the submarine force in the Navy's Pacific Fleet and as the CFO for the F-35 Joint Strike Fighter Program, the largest acquisition program in the history of the Department of Defense. Most recently, Robert served as the Chief Information Officer of United Educators where they provide liability coverage to non-profit educational institutions. He joined United Educators in 2004 as director/assistant vice president of risk management and later served as assistant vice president of IT. Robert was promoted to CIO specifically to manage a $4 million software project, Robert has authority over a 31-person staff, a $2.3 million budget and enterprise-wide IT operations.