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Who should attend?
CIOs
VP/Director of IT
Legal Counsel
Head of Compliance
Records Manager
Risk Manager
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Complying with the Federal Rules of Civil Procedure (FRCP) as well as discovery requests are challenges that affect all organizations within all industries. These new procedures mean that failure to comply now has serious implications!
Please join CSIA and IBM as speakers with real-world experience discuss revisions to the FRCP and the business issues raised, outline steps to ensure business preparedness and answer specific questions regarding your business concerns.
Certified Records Manager, Tom Reding, will share the when, where, what and how the rules have changed for evidence you will face in court and regulatory audits today. In addition, Tom will offer a practical, step-by-step approach to addressing these new and unexpected challenges including the people, process and technology aspects to the changes.
Joining Tom will be Scott Ward, World-wide Director of Records Management for Ameriprise Financial Services. Scott will share the challenges and solutions he has experienced in addressing these issues at one of the nation’s leading financial planning, asset management and insurance companies.
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Date: February 17, 2009
Time: 7:30am-10:00am
Technology demonstrations will be
available after the presentation
Location: Grand Hyatt Denver - Pinnacle Club
1750 Welton, 38th Floor, Denver, CO 80202
Cost: CSIA Members - $15 Non-Members - $55
(Remember, Premium Members have 2 free passes)
Thanks to IBM, valet parking at the
Grand Hyatt will be to $10 |
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More about the speakers:
Tom Reding is an Executive Consultant: ECM Compliance and eDiscovery Solutions with IBM Software Group, Information Management. Tom has over 30 years of experience in highly regulated industries, specializing in business transformation, solving client information integration, content/document management, electronic records management, knowledge management, and litigation support issues, targeted at enhancing organizational productivity.
Tom's goal has been to achieve maximum process efficiencies and control, while ensuring regulatory compliance, trustworthy electronic records and minimizing the use of valuable human resources, complemented by the appropriate automated solutions for his clients. This approach has won him industry-wide recognition as an author, presenter and contributor to industry standards and guidelines. In addition, Tom Reding is a Certified Records Manager and has been called upon multiple times as a “subject-matter-expert” witness in litigation & discovery matters.
Scott Ward, CRM: With twenty five years of experience in Records and Information Management (RIM), Mr. Ward has been immersed in the technological, legal, and operational changes in RIM while working in several highly regulated industries. Mr. Ward is the Director of Records and Information Management for Ameriprise Financial, Inc., where he developed and is implementing a compliant RIM Program including: the updated record retention schedule, RIM policy and procedure, a new record hold process, and other rules and tools to assist business and IT partners to be compliant while saving money due to their RIM efforts.
Previously he served as a Record Management Subject Matter Expert (SME) in the Corporate Records Management Office of Wells Fargo. While there, he led or contributed to several key projects including the development and implementation of the first enterprise-wide Record Management Program, RIM Policies and Procedures, Retention Schedule and Record Preservation Order Procedures. He also contributed to establishing metadata standards for indexing all records and provided oversight to the implementation of a RIM software solution. He led the development of procedures for indexing all inactive records in all storage locations.