This session will focus on the basics of building and implementing an electronic records management program. Speaker will provide a high-level overview of two areas, laying the governance foundation for electronic records management and implementation of an electronic records management program. Session will include all the following topics: the role of policy, the impact on retention schedule, the use of an inventory, the criticality of metadata, the importance of implementation methodology, technology considerations and the need for change management. Session will be useful to organizations just getting an electronic records management program off the ground and to those that might be facing challenges with their current program.
Core Competencies: Information Governance
Monica Crocker is the Records Coordinator for Wells Fargo’s Wealth & Investment Management business. In her role, she mitigates the risk associated with electronic and physical records.
A firm believer that “simple” does not necessarily mean “easy,” she is passionate about identifying solutions that allow users to spend less time managing records and more time fulfilling the mission of the organization. Monica was inducted into the AIIM Company of Fellows in 2019. She has been both a Certified Records Manager and a Certified Project Manager long enough go through multiple renewal cycles. She is a frequent speaker at eDiscovery, AIIM and ARMA conferences. Monica has authored many articles and was a contributor ARMA’s Information Governance Book of Knowledge and to Robert Smallwood’s Managing Electronic Records.
What: Informational Webinar
When: October 6, 2022 @ 10:00am HST
Cost: Free for ARMA and Non-Members
Where: Zoom (link will be sent after registration)
RSVP by: October 4, 2022 to firstname.lastname@example.org