the premier educational experience · the premier educational experience pre-cons may 22, 2016 ......

THE PREMIER EDUCATIONAL

EXPERIENCEPRE-CONSMAY 22, 2016 MER EXPERIENCE

MAY 23-25, 2016CHICAGO

WWW.MERCONFERENCE.COM

Focusing on the issues and challenges of Managing Electronic Records

24th year!

Issue 1 | Introducing the 2016 Program

ADVANCE YOUR PROFESSIONAL KNOWLEDGE AT THE

THE MER EXPERIENCE | WWW.MERCONFERENCE.COM | REV 1. 2/16 PAGE 1

EXPERIENCE 2016 CLEARLY THE BESTCohasset Associates, Inc. is proud to present the MER EXPERIENCE 2016, now in it’s 24th year. MER is the longest running professional conference of its kind.

MER’s consistently high quality has made it the trusted source for RIM professionals seeking to expand their knowledge about electronic records management and information governance.

The MER is the only national conference addressing the issues and challenges of managing electronic records from four perspectives: LEGAL, TECHNICAL, OPERATIONAL and new this year – SOLUTIONS, presented by the MER exhibitors.

No other conference offers the experience you receive at MER. um quae vereptatatio conserro dolo doluptur molentur ad quo quae mossum harum, nihit labor aut illani re vite occaborem quis resecaborum fugia quae. Ut officta tibusam, vent facid est, sa volumquibus estibea turibus, ut hilla con

NOW IS THE TIME

TO REGISTER FOR MER ’16

http://www.merconference.com/register/




THE MER EXPERIENCE | TABLE OF CONTENTS | WWW.MERCONFERENCE.COM PAGE 2

EXPERIENCE 2016 CONTENTS

Every year, for the past 10 years, over 98% of the MER’s attendees have said they would

recommend the MER conference.

PRE CONS 4This year we’ve added four pre cons to the line-up. Something to meet everyone’s needs, all in depth and interactive. Te plaboratiis sin pla et et qui blatis si is miliae odi deriate cone voloreptat labo. Nam, volenda corerias restrum

PROGRAM 627 MER sessions address everything from getting started to cutting-edge. As always, each session focuses on the OPERATIONAL, TECHNICAL and LEGAL issues a records manager needs to know. Also something about case studies, insightful ideas and solutions.

In the program description you’ll see which ones are geared to your VSHFLȴF�QHHGV�

SPEAKERS 453 speakers, all renowned experts. From a wide range of companies, blah blah blah. Te plaboratiis sin pla et et qui blatis si is miliae odi deriate cone voloreptat labo.

THEMES 4from “getting started” to “cutting-edge” Te plaboratiis sin pla et et qui blatis si is miliae odi cone voloreptat labo. Nam, volenda corerias restrum

EXHIBITORS 4Premier exhibitors, providing solutions to your organizations issues. Te plaboratiis sin pla et et qui blatis si is miliae odi deriate cone voloreptat labo. Nam, volenda corerias restru

REGISTERNOW!

THE MER EXPERIENCE | TABLE OF CONTENTS | WWW.MERCONFERENCE.COM PAGE 3

EXPERIENCE 2016

SPONSORS 4This year we’ve added four pre cons to the line-up. Something to meet everyone’s needs, all in depth and interactive. Te plaboratiis sin pla et et qui blatis si is miliae odi deriate cone voloreptat labo. Nam, volenda corerias restrum

C-LEVEL 427 MER sessions address everything from getting started to cutting-edge. As always, each session focuses on the OPERATIONAL, TECHNICAL and LEGAL issues a records manager needs to know. Also something about case studies, insightful ideas and solutions.

ΖQ�WKH�SURJUDP�GHVFULSWLRQ�\RXȇOO�VHH�ZKLFK�RQHV�DUH�JHDUHG�WR�\RXU�VSHFLȴF�needs.

NETWORKING 4from “getting started” to “cutting-edge” Te plaboratiis sin pla et et qui blatis si is miliae odi cone voloreptat labo. Nam, volenda corerias restrum

REGISTRATION 4

MER 24/7 4

CONTENTS

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LEGAL

TECHNICAL

OPERATIONAL

SOLUTIONSNEW! Sessions taught by the 2016 Exhibitors

SESSION TRACKS

T1. Understanding SharePoint as Microsoft Pushes to the CloudMike Alsup – GimmalSusan Cisco – GimmalKaren Strong – GimmalBrad Teed – Gimmal

For most organizations using SharePoint, challenges remain regarding complex content and records management issues – particularly pushing SharePoint to the cloud. This tutorial will address recent Microsoft announcements and developments including cloud infrastructure, hybrid deployments, unified communications, social, and mobile. It also will discuss the gaps that need to be filled to achieve comprehensive information governance. MORE X

T2. Advance your Organization…Transition to Information Governance from Records and Information ManagementKaren S. Knight – Cohasset AssociatesKenneth J. Withers, Esq. – Sedona ConferenceCarol Stainbrook – Cohasset Associates

Is your organization ready for a re-alignment of its information-related practices, requirements, challenges and opportunities? If so, then it’s time to make the move from Records and Information Management (RIM) to Information Governance (IG). This tutorial will address the typical challenges. It also will detail how to lead the charge for interdisciplinary collaboration and alignment. MORE X

T3. Creating an Information Governance (IG) Program RoadmapMark Diamond – ContouralGreg Forest – Contoural

Many organizations are looking to upgrade their paper-centric records management program with an Information Governance program – to better manage their electronic information by including records compliance, eDiscovery, privacy and productivity. This “how-to-do” workshop will detail the essential components of a successful IG program – complete with a project plan, appropriate milestones, and metrics to measure success. MORE X

T4. How to Use Content Analytics to Improve Information ManagementJesse Wilkins, CRM – AIIM International

Analytical and semantic technologies now allow us to turn information chaos into information opportunities. This workshop’s goal is: providing practical, action-oriented strategies and techniques – to leverage content analytics in support of specific business objectives and information management requirements. You will learn about new content analytics tools to improve information management practices throughout the information lifecycle. MORE X

Choose one of the eight limited-enrollment tutorials that provide in depth focus on important ERM issues.

SUNDAY, MAY 22, 2016 | 10:00am – 5:00 pm

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EXPERIENCE 2016 PRE CONS

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T5. Understanding SharePoint as Microsoft Pushes to the CloudMike Alsup – GimmalSusan Cisco – GimmalKaren Strong – GimmalBrad Teed – Gimmal

For most organizations using SharePoint, challenges remain regarding complex content and records management issues – particularly pushing SharePoint to the cloud. This tutorial will address recent Microsoft announcements and developments including cloud infrastructure, hybrid deployments, unified communications, social, and mobile. It also will discuss the gaps that need to be filled to achieve comprehensive information governance. MORE X

T6. Advance your Organization…Transition to Information Governance from Records and Information ManagementKaren S. Knight – Cohasset AssociatesKenneth J. Withers, Esq. – Sedona ConferenceCarol Stainbrook – Cohasset Associates

Is your organization ready for a re-alignment of its information-related practices, requirements, challenges and opportunities? If so, then it’s time to make the move from Records and Information Management (RIM) to Information Governance (IG). This tutorial will address the typical challenges. It also will detail how to lead the charge for interdisciplinary collaboration and alignment. MORE X

T7. Creating an Information Governance (IG) Program RoadmapMark Diamond – ContouralGreg Forest – Contoural

Many organizations are looking to upgrade their paper-centric records management program with an Information Governance program – to better manage their electronic information by including records compliance, eDiscovery, privacy and productivity. This “how-to-do” workshop will detail the essential components of a successful IG program – complete with a project plan, appropriate milestones, and metrics to measure success. MORE X

T8. How to Use Content Analytics to Improve Information ManagementJesse Wilkins, CRM – AIIM International

Analytical and semantic technologies now allow us to turn information chaos into information opportunities. This workshop’s goal is: providing practical, action-oriented strategies and techniques – to leverage content analytics in support of specific business objectives and information management requirements. You will learn about new content analytics tools to improve information management practices throughout the information lifecycle. MORE X

5:00 PM - 6:30 PMCohasset Associates Welcome Reception at the Westin Hotel

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EXPERIENCE 2016 PRE CONS

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7:30 AM - 8:30 AMContinental Breakfast

8:30 AM - 9:00 AMConference Opening

9:00 AM - 10:00 AM1. OPENING KEYNOTE – Part 1: 7R�ΖQȴQLW\�DQG�Beyond: Preparing for the Challenges of a Global ERM FutureKeynote Presentation: James Daley, Esq. and Hon. James C. Francis IVCommentator: Mark DiamondModerator: Kenneth J. Withers, Esq.

New data types and sources proliferate daily. IT rolls out mobile devices, applications, and storage. Europe and China impose new RIM regulations. Employees wear data-collecting watches. Marketing collects “big data.” And now U.S. law enforcement has issued a subpoena in New York for your customer data Dublin. A well-known Federal judge, an attorney specializing in global RIM, and an attorney active in international standards-setting ask, “are you prepared for the challenges of an ever-expanding ERM universe?” MORE X

10:00 AM - 10:30 AMRefreshment Break

10:30 AM - 11:30 AM2. OPENING KEYNOTE – Part 2: Making the Moonshot: Launching Your Information Governance ProgramKeynote Presentation: Mark DiamondCommentators: James Daley, Esq., Hon. James C. Francis IVModerator: Kenneth J. Withers, Esq.

In Session 1, the expert panelists sketched out the almost impossible demands that are likely to be placed on electronic records management in the 21st century. And it sounds like sending someone to WKH�PRRQ��%XW�DQ�HHFWLYH�ΖQIRUPDWLRQ�*RYHUQDQFH�program will combine planning, skills, technology and DWWLWXGH�Ȃ�WKH�ȊULJKW�VWXȋ�Ȃ�WR�PDNH�WKLV�PRRQVKRW�possible. MORE X

11:30 AM - 12:00 PMRefreshment Break

12:00 PM - 1:00 PM3. Performance Prerequisites for 2020 eRIMPresenter: Jim Coulson – CCIM ConsultingMany macro factors are signaling that we are at a tipping point for eRIM to really come together. As the digital age matures, Legal, IT, and Records Managers are increasingly becoming more comfortable with how their roles and responsibilities have evolved – so their organizations can now achieve successful IG. Now the real work begins – implementation. MORE X

1:00 PM - 2:30 PMSeated Luncheon

2:30 PM - 3:30 PM (Choose #4, 5 or 6)

4. Turning the RIM Tide – How to Channel the Data Tsunami into A “Data Lake” Kon Leong – ZL Technologies

Multiple copies of unstructured data live everywhere, PDNLQJ�LW�YHU\�GLɝFXOW�WR�FRQWURO�RU�XVH�WKH�GDWD��This session examines a new approach – where useful data is pooled into a common “data lake” to satisfy records, e-discovery, compliance and business analytics requirements, simultaneously. In this session, learn the key role records managers have in this convergence. MORE X

5. CASE STUDY: Electronic Discovery & Information Governance – Flip Sides of the Same CoinJohnny Lee – Grant Thornton LLP

This session’s will guide information governance professionals on: a) identifying major areas of legal and regulatory risk; b) understanding how data LV�LGHQWLȴHG��FROOHFWHG��DQG�XVHG�GXULQJ�OLWLJDWLRQ��investigations, and regulatory inquiries; c) contributing to risk management discussions about managing data PRUH�HHFWLYHO\�DQG�GHIHQVLEO\��DQG�DUWLFXODWLQJ�ZD\V�to improve data governance by leveraging existing RUJDQL]DWLRQDO�HRUWV��MORE X

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EXPERIENCE 2016 PROGRAM

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6. Information Risk Assessment: Seeing the Future and Guiding Yours Jonathan Redgrave, Esq. – Redgrave, LLPMike Salvarezza – Independent Consultant

This session will examine the trends and expected GHYHORSPHQWV�DHFWLQJ�WKH�FUHDWLRQ��WUDQVPLVVLRQ�DQG�lifecycle management of records and information in WKH�QH[W�ȴYH�\HDUV��ΖW�WKHQ��ZLOO�SURYLGH�FRQFUHWH�LGHDV�and suggestions to help RIM professionals implement new Records and Information Management programs, policies, and practices to meet the challenges of today and tomorrow. MORE X

3:30 PM - 4:00 PMRefreshment Break

4:00 PM - 5:00 PM (Choose #7, 8 or 9)

7. CASE STUDY: Advance your Organization…Transition to Information Governance from Records and Information Management Karen Knight – Cohasset Associates

It’s time to move from Records and Information Management (RIM) to Information Governance (IG). Learn how to build a case for information governance – from someone who’s repeatedly “been there, done that”. Special focus will be given to overcoming the most prevalent obstacles and how YOU can “make the case” and “lead the charge”. MORE X

8. Expanding Your Skill Set: How to Apply the “Right” Search Methods to Your Big Data ProblemsJulia L. Brickell, Esq. – H5

A variety of information retrieval tools and techniques can be used to locate needed content that is buried somewhere in the corporate “big data” pile. Records management and information governance team PHPEHUV�ZLOO�EHQHȴW�IURP�LQFUHDVHG�IDPLOLDULW\�with the availability, opportunities, strengths, and ZHDNQHVVHV�RI�GLHUHQW�DSSURDFKHV�WKDW�FDQ�EH�XVHG�to search for information. MORE X

9. ERM Case Law: The Annual MER Update of the Latest News, Trends, and IssuesKenneth Withers, Esq. – The Sedona Conference®

��VDZ�VLJQLȴFDQW�VDQFWLRQV�IRU�UHFRUGV�management failures, but also the emergence of amendments to the federal discovery rules and decisions that anticipate those new rules. This fast-paced session – a MER tradition – will highlight the new rules and key court cases of the past year, providing the information and insights both lawyers and records managers seek, in a way that everyone can understand. MORE X

5:00 PM - 6:30 PMNetworking Reception at the Westin

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MONDAY | MAY 23, 2016






6. Information Risk Assessment: Seeing the Future and Guiding Yours Jonathan Redgrave, Esq. – Redgrave, LLPMike Salvarezza – Independent Consultant

This session will examine the trends and expected GHYHORSPHQWV�DHFWLQJ�WKH�FUHDWLRQ��WUDQVPLVVLRQ�DQG�lifecycle management of records and information in WKH�QH[W�ȴYH�\HDUV��ΖW�WKHQ��ZLOO�SURYLGH�FRQFUHWH�LGHDV�and suggestions to help RIM professionals implement new Records and Information Management programs, policies, and practices to meet the challenges of today and tomorrow. MORE X


4:00 PM - 5:00 PM (Choose #7, 8 or 9)

7. CASE STUDY: Advance your Organization…Transition to Information Governance from Records and Information Management Karen Knight – Cohasset Associates

It’s time to move from Records and Information Management (RIM) to Information Governance (IG). Learn how to build a case for information governance – from someone who’s repeatedly “been there, done that”. Special focus will be given to overcoming the most prevalent obstacles and how YOU can “make the case” and “lead the charge”. MORE X

8. Expanding Your Skill Set: How to Apply the “Right” Search Methods to Your Big Data ProblemsJulia L. Brickell, Esq. – H5

A variety of information retrieval tools and techniques can be used to locate needed content that is buried somewhere in the corporate “big data” pile. Records management and information governance team PHPEHUV�ZLOO�EHQHȴW�IURP�LQFUHDVHG�IDPLOLDULW\�ZLWK�WKH�availability, opportunities, strengths, and weaknesses RI�GLHUHQW�DSSURDFKHV�WKDW�FDQ�EH�XVHG�WR�VHDUFK�IRU�information. MORE X

9. ERM Case Law: The Annual MER Update of the Latest News, Trends, and IssuesKenneth Withers, Esq. – The Sedona Conference®

��VDZ�VLJQLȴFDQW�VDQFWLRQV�IRU�UHFRUGV�PDQDJHPHQW�failures, but also the emergence of “proportionality” and ȊUHDVRQDEOH�HRUWVȋ�DV�SULPDU\�FRQVLGHUDWLRQV�IRU�FRXUWV��expressed in proposed amendments to the federal discovery rules and decisions that anticipate those new rules. This fast-paced session – a MER tradition – will highlight the new rules and key court cases of the past year, providing the information and insights both lawyers and records managers seek, in a way that everyone can understand. MORE X

5:00 PM - 6:30 PMNetworking Reception at the Westin






TUESDAY | MAY 24, 2016

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7:30 AM - 8:30 AM%UHDNIDVW�%XHW�ZLWK�WKH�([KLELWRUV

8:30 AM - 9:30 AM (Choose #10, 11 or 12)

10. The Internet of Things: The Issues RIM Professionals Need to Address Now to Be Ready for “Tomorrow” Karen Ehrlich – PrudentialCarol Stainbrook – Cohasset Associates

By 2020, the Internet of Things will have 26 billion devices generating data to support a plethora of new business and government services – data which organizations will VWRUH��DQDO\]H��DQG�OHYHUDJH��7R�EHQHȴW�IURP�WKLV�RQFH�in-a-lifetime opportunity, this insightful, cutting-edge VHVVLRQ�DGGUHVVHV�ȴYH�FULWLFDOO\�LPSRUWDQW�WRSLFV�RQ�ZKLFK�the RIM professional must focus. MORE X

11. Not All Clouds are Created Equal: Strategic Thinking for Records ProfessionalsBill Shute – Viewpointe

Cloud adoption continues to accelerate. For your organization to select the right choices regarding GHOLYHU\�PRGHOV�DQG�EHQHȴWV��\RX�PXVW�XQGHUVWDQG��D��the risks and critical components of every option; b) the FRQFHSWXDO�GLHUHQFHV�LQ�FORXG�RHULQJV��DQG�F��KRZ�to map your functional and contractual requirements – thereby enhancing your contribution to successful cloud decisions. MORE X

12. Data Integration – Defensibly Reducing Your Data During Mergers, Acquisitions, and Divestitures5RQN«�(NZHQVL�Ȃ�'X��3KHOSV�//&�

Mergers, acquisitions and divestiture create an oppor-tune time to defensibly dispose of information while simultaneously reducing costs and risk. This session will emphasize best practice methodologies and tools to en-able an organization to defensibly dispose of data during a merger, acquisition or divestiture while managing the cost/risk equation. MORE X


10:00 AM - 11:00 AM (Choose #13, 14 or 15)

13. CASE STUDY: E-mail Management: Same Problem, 'LHUHQW�6ROXWLRQVLaurie Fischer – Huron Consulting Group Laura McKenzie – 3MDevin Schindele – Devon Energy CorporationCheryl Strom – McDonald’s Corporation

E-mail has revolutionized business communication, becoming a critical tool that supports an organization’s business transactions and internal operations. However, managing email in a manner that meets an organizations information governance goals and objectives continues to be elusive. This session will present how three large organizations have addressed the legal, technical and change management challenges within their organizations to help attain risk mitigation, cost containment, and end-user compliance. MORE X

14. Content in Context – A New Way to Make EDRM SuccessfulStephen Ludlow – Open Text

Managing and cleaning up information by its source is a “yesterday” approach that has resulted in an uncomfort-ably high percentage of EDRM implementations failing. You will learn how this major EDRM problem is solved – with a new content-in-context ‘process’ dimension that meets “tomorrow’s” needs by replacing disjointed paper DQG�SDSHU�EDVHG�PHWKRGV�ZLWK�HɝFLHQW��FRQQHFWHG�SUR-cesses. MORE X


EXPERIENCE 2016 PROGRAMTUESDAY | MAY 24, 2016







15. A Proactive Approach to Avoiding Problematic Issues in Information Management ContractsJoseph Burton, Esq. – Duane Morris LLP

Organizations are increasingly moving electronically stored information to 3rd party vendors, such as “cloud” providers – without insuring the FRQȴGHQWLDOLW\��LQWHJULW\��DQG�DYDLODELOLW\�RI�WKH�information. This session will a) identify the critical risks inherent in every form of outsourced records management and b) suggest contract-based solutions for maximizing your ability to eliminate or manage these risks. MORE X


11:30 AM - 12:30 PM (Choose #16, 17 or 18)

16. Managing Change to Achieve Results – A Journey of Discovery for e-Records and Information Governance Programs* Rick Rothermel – LaMarsh GlobalKaren Strong – Gimmal

Change is not a single event! Change is a transitional process organizations go through to move from their current state to a desired future state. This session is a “journey of discovery” through a proven SURFHVV�RI�GHȴQLQJ�WKH�FKDQJH��LGHQWLI\LQJ�LWV�impact, understanding resistance, and developing a compelling vision for the changes that will occur. MORE X*Optional Lunch-and-Learn in Millenium Park %DOOURRP�RQ��UG�ȵRRU��LPPHGLDWOH\�IROORZLQJ�

17.�&$6(�678'<��&ODVVLȴFDWLRQ��3DUVLQJ�WKH�3ODW\SXV�Brian Tuemmler – Nuix

A critical aspect of being able to manage electronic records is to be able take massive amounts of unstructured content and separate items to buckets for action. Using real company examples, this presentation will look at tools, tips and techniques IRU�PHWDGDWD�FODVVLȴFDWLRQ��VXEMHFW�EDVHG�DQDO\WLFV��predictive coding, near duplicate analysis, and topic modeling. MORE X

18. Defensible Disposition Strategies for Disposing of Structured Data – E-TrashJohn Isaza, Esq. – Rimon, PCTom Reding – Information Governance Solutions

Disposition of structured data requires sound Information Governance for systems such as SAP, Oracle or even decommissioned systems (aka legacy systems). Yet it receives little attention. This session will present a) real-world examples of how inattention UHVXOWV�LQ�VLJQLȴFDQW�Ζ*�ULVNV�DQG�SUREOHPV��DQG�E��illustrations of a “best practices model” to reduce risks and problems. MORE X

12:30 PM - 2:00 PMSeated Luncheon

2:00 PM - 3:00 PM (Choose #19, 20 or 21)

19. The Real Deal: Continuing the Conversation Inside an Information Governance Council Meeting – from Five Perspectives: RIM, Legal, IT, Privacy, and Business Elly Bracamontes – NACCO Materials Handling GroupKaren Knight – Cohasset Associates Jeremy Lewis – Federal Reserve Bank of ChicagoSibito Morley – DaVita Sue Trombley – Iron Mountain ConsultingKurt Wilhelm – NBC Universal

Curious about what happens during an Information Governance (IG) Council meeting? This mock meeting is a continuation of the conversation begun at MER in 2014 and will give you an insider’s view as representatives navigate the pressing issue of big GDWD��DQG�KRZ�LW�HHFWV�WKHP��+HDU�HDFK�SRLQW�RI�view and watch the negotiation process as they build a strategy for managing content not just as a liability but also as an asset. MORE X









20. Which SharePoint “Record Keeping Add-in” Is Right for Your Organization: Comparative Analysis of Four OptionsBruce Miller – RIMtech

There are no less than four commercial add-in products for Microsoft SharePoint that augment the platform’s native recordkeeping capabilities. All deliver similar recordkeeping capabilities, but they are TXLWH�GLHUHQW�WHFKQLFDOO\�DQG�IXQFWLRQDOO\��:KLFK�RQH�LV�WKH�EHVW�ȴW�IRU�\RXU�SDUWLFXODU�SURMHFW"�/HDUQ�WKH�FUXFLDO�XQGHUO\LQJ�GLHUHQFHV�EHWZHHQ�WKH�SURGXFWV��so you can apply the appropriate solution to your particular recordkeeping requirements. MORE X

21. Technology-Assisted Review Meets Information Governance: Using Predictive Analytics in Defensible DispositionJason Baron, Esq. – Drinker, Biddle, and ReathJulie Colgan – Nuix-HUH\�6KDUHU��(VT��Ȃ�$NHUPDQ�//&Steve Stein – KPMGDavid Yerich – United Health Group

This session explores the rise of predictive analytics in information governance and practical applications IRU�VXFK�WHFKQRORJLHV��6SHFLȴFDOO\��LW�ZLOO�DGGUHVV�WKH�dangers of data hoarding and how technologies, such as predictive coding, can enable organizations simultaneously to meet legal and regulatory REOLJDWLRQVȐ�ZKLOH�FRVW�HHFWLYHO\�DQG�GHIHQVLEO\�GLVSRVH�RI�GLJLWDO�527�ZLWK�VLJQLȴFDQW��TXDQWLȴDEOH�ROI. MORE X


3:30 PM - 4:30 PM (Choose #22, 23 or 24)

22. CASE STUDY: Building the Business Case for an Overall RIM Program: Techniques to Leverage for a &RPSHOOLQJ�-XVWLȴFDWLRQJames K. Watson, Jr. Ph.D – Doculabs Inc.

7KLV�VHVVLRQ�ZLOO�SURYLGH�VSHFLȴF�H[DPSOHV�RI�KRZ�organizations have created business cases for their records and information management programs. A number industry metrics will be provided that DWWHQGHHV�FDQ�XVH�LQ�WKHLU�RZQ�MXVWLȴFDWLRQV��7KH�session also will show how to forecast and model EHQHȴWV�DVVRFLDWHG�ZLWK�SURGXFWLYLW\�JDLQV��UHGXFHG�storage costs, and ESI collection expense. MORE X

23. Voice Data: Everyone Has It, but Few Have a 0DQDJHPHQW�6ROXWLRQ�6R�ΖW�&DQ�%H�8VHG�(HFWLYHO\�Over Time Sibito Morley – DaVita

Most organizations have voice data recording solutions in place to meet their retention requirements. Few, however, mine their voice interactions. This presentation addresses how, through improved life-cycle management of their audio customer interactions, organizations can LQFUHDVH�VDOHV�HHFWLYHQHVV��UHGXFH�RSHUDWLQJ�FRVWV��and simplify compliance – by just changing the way they manage and govern their voice data. MORE X

24. An Up-to-Date Answer to a Long-Standing Question: Can Paper Records That Have Been Imaged Then Be Destroyed?Ron Hedges – Ronald J. Hedges, LLCRobert Williams – Cohasset Associates

Can paper records, which have been imaged, be destroyed? For virtually all imaged paper records, there is no reason to retain the original “paper” for any length of time. Further, imaged records should be as admissible in a legal proceeding even though they are copies of destroyed paper records. will detail








why and how. MORE X

5:00 PM - 6:30 PMCohasset Associates Networking Reception at the Chicago Yacht Club 7:30 AM - 8:30 AMContinental Breakfast

8:30 AM - 9:30 AM25. When Keeping Everything Forever is Possible: Implications on RIM and IGBarclay Blair – Information Governance InitiativeBennett Borden, Esq. – Drinker, Biddle, and Reath

Between now and 20/20, there will be a massive shift in how we think about information – when the cost of storing information is nearly zero? This visionary session will explore the implications of an imminent storage VHD�FKDQJH�DQG�SURMHFW�ZKDW�ZLOO�EH�LWV�HHFWV�EH�RQ�records management and other facets of information governance. MORE X


9:45 AM - 11:00 AM26. How to Win (or Lose) Your Data Breach Class ActionJay Edelson, Esq. – Edelson PCHon. James Holderman – U.S. District Court, Northern District of IllinoisDrew Sorrell, Esq. – Lowndes, Drosdick, Doster, .DQWRU��5HHG Kenneth Withers, Esq. – The Sedona Conference

It’s not a question of “if,” but “when.” Your organization :Ζ//�H[SHULHQFH�D�GDWD�EUHDFK��ΖW�PD\�UHVXOW�LQ�D�FODVV�DFWLRQ�ODZVXLW��:KDW�KDYH�\RX�GRQH�WR�SUHYHQW�D�EUHDFK"�Are you prepared to respond? Can you defend your actions? Learn from two of the nation’s leading data secu-rity breach lawyers presenting their case before a federal judge. MORE X


11:30 AM - 12:30 PM27. CLOSING KEYNOTE: Are You a Data Sherpa? – Navigating a Competitive Information Use LandscapeRandolph Kahn, Esq. – Kahn Consulting

:H�ȴQG�RXUVHOYHV�LQ�DQ�LQIRUPDWLRQ�Ȋ2O\PSLFVȋ�ZKHUH�the best of the best of every information use and misuse is gathered to duke it out. This lively Keynote will help you navigate this increasingly complex information competition. Bring your backpack, because it will be a journey led by a renowned expert. MORE X








MIKE ALSUP | Mike is a Sr. Vice President and the founder of Gimmal, a leading ECM and RM solution provider. Gimmal has developed industry leading

products for SharePoint content gover-nance, including the only DoD 5015.2-cer-

tified records management products inside SharePoint 2010.

MIKE ALSUP | Mike is a Sr. Vice President and the founder of Gimmal, a leading ECM and RM solution provider. Gimmal has developed industry lead-ing products for SharePoint content governance, including the only DoD 5015.2-certified records management products inside SharePoint 2010.

MIKE ALSUP | Mike is a Sr. Vice President and the founder of Gimmal, a leading ECM and RM solution pro-vider. Gimmal has developed indus-try leading products for SharePoint

content governance, including the only DoD 5015.2-certified records

management products inside SharePoint 2010.

MIKE ALSUP | Mike is a Sr. Vice President and the founder of Gimmal, a leading ECM and RM solution provider. Gimmal has developed industry leading products for SharePoint content governance, including the only DoD 5015.2-certified records man-agement products inside SharePoint 2010.

MIKE ALSUP | Mike is a Sr. Vice President and the founder of

Gimmal, a leading ECM and RM solution provider. Gimmal has developed industry lead-ing products for SharePoint

content governance, including the only DoD 5015.2-certified

records management products inside SharePoint 2010.

MIKE ALSUP | Mike is a Sr. Vice President and the founder of Gimmal, a leading ECM and RM solution provider. Gimmal has developed industry leading products for SharePoint content governance, including the only DoD 5015.2-cer-tified records management products inside SharePoint 2010.

MIKE ALSUP | Mike is a Sr. Vice President and the founder of Gimmal, a leading

ECM and RM solution provider. Gimmal has developed industry

leading products for SharePoint content governance, including the only DoD 5015.2-certified records management products

inside SharePoint 2010.

MIKE ALSUP | Mike is a Sr. Vice President and the founder of Gimmal, a leading ECM and RM solution pro-vider. Gimmal has developed industry leading products for SharePoint content governance, including the only DoD 5015.2-cer-tified records management prod-ucts inside SharePoint 2010.

THE MER EXPERIENCE | SPEAKERS | WWW.MERCONFERENCE.COM PAGE 13

EXPERIENCE 2016 SPEAKERS

All tutorials and sessions are ICRM accredited.

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THE MER EXPERIENCE | THEMES | WWW.MERCONFERENCE.COM PAGE 18

EXPERIENCE 2016 THEMES

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1. OPENING KEYNOTE – Part ��7R�ΖQȴQLW\�DQG�Beyond: Preparing for the Challenges of a Global ERM Future

32. OPENING KEYNOTE – Part 2: Making the Moonshot: Launching Your Information Governance Program

3 33. Performance Prerequisites for 2020 eRIM 34. Turning the RIM Tide – How to Channel the Data Tsunami into A “Data Lake” 3 35. CASE STUDY: Electronic Discovery & Information Governance – Flip Sides of the Same Coin

6. Information Risk Assessment: Seeing the Future and Guiding Yours

7. CASE STUDY: Advance your Organization…Transition to Information Governance from Records and Information Management

8. Expanding Your Skill Set: How to Apply the “Right” Search Methods to Your Big Data Problems

9. ERM Case Law: The Annual MER Update of the Latest News, Trends, and Issues

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EXPERIENCE 2016 THEMESTUESDAY MORNING

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EXPERIENCE 2016 THEMESTUESDAY AFTERNOON



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3 312. Performance Prerequisites for 2020 eRIM 313. Turning the RIM Tide – How to Channel the Data Tsunami into A “Data Lake” 3 3

EXPERIENCE 2016 THEMESWEDNESDAY

ENJOY CHICAGO!

Museums

REGISTERNOW!

THE ONLY CONFERENCE WHERE YOU CAN MEET ALL THE KEY EXHIBITORS!

THE MER EXPERIENCE | EXHIBITORS | WWW.MERCONFERENCE.COM PAGE 22

EXPERIENCE 2016 EXHIBITORS

GOLD LEVEL

PLATINUM LEVEL

http://www.collabware.com/Pages/default.aspx

http://www.gimmal.com

http://www.contoural.com/

http://www.autonomy.com/

http://www.recall.com/

http://www.integro.com/

http://www.rsd.com/

http://www.doculynx.com/


EXPERIENCE 2016 EXHIBITORS

BRONZE LEVEL

SILVER LEVEL

http://www.zasio.com/

http://www.sherpasoftware.com/

http://www.viewpointe.com/onpointe

http://www.ironmountain.com/

http://www.recordlion.com/

http://www.recordpoint.com/

http://www.opentext.com/

http://www.zlti.com/

http://www.nuix.com/

http://www.huronconsultinggroup.com/

http://www.ibm.com/us/en/

http://www.cohasset.com//


EXPERIENCE 2016 C0-SPONSORS

EDUCATIONAL PARTNERS

MER ‘15 MEDIA SPONSOR

Register Online:merconference.com/register

Fax your registration(s) to:(800) FAX-7667

Phone your registration(s) to:(800) 200-7667

Mail your completed registration form(s) together with full paymentor purchase order to:Cohasset Associates, Inc.505 N. Lake Shore Dr., Suite 3806Chicago, IL 60611

THE MER EXPERIENCE | REGISTRATION | WWW.MERCONFERENCE.COM PAGE 25

EXPERIENCE 2016 REGISTRATION

For detailed registration information, go to

www.merconference.com/register/

SCHEDULEThe MER EXPERIENCE 2016 will be held May 23-25, 2016, in Chicago, Illinois at the Westin Michigan Avenue Hotel – downtown on the “Magnificent Mile.” The conference begins at 8:30 am on Monday and adjourns at 12:30 pm on Wednesday.

Please check in 30 minutes before the conference begins.

PRE CONSThe Pre-Conference Tutorials will be held May 22, 2016, at the Westin Hotel. Choose one of eight sessions, all starting at 10 am. Lunch and refreshments are provided.

FEESThe full registration fee is payable in advance by check, purchase order, or credit card: VISA, MasterCard, or American Express. Checks should be made payable to Cohasset Associates, Inc., Federal ID No. 36-2716388. See website for MER cancellation policy.

INVOICINGCohasset Associates will invoice registrants if requested. Invoiced registrants will be billed a $50 service charge. POs must include this charge.

THE WESTIN MICHIGAN AVENUE7KH�:HVWLQ�+RWHO�LQ�'RZQWRZQ�&KLFDJR��RQ�WKH�Ȋ0DJQLȴFHQW�0LOHȋ�LV�WKH�RɝFLDO�0(5�&RQIHUHQFH�KRWHO�

909 North Michigan Avenue, Chicago, Illinois 60611312.943.7200

Reservation deadline to receive the conference rate of $266/night is April 12, 2016 at 5:00 p.m. Central Time.

Every year, for the past 10 years, over 98% of the MER’s attendees have said they would

recommend the MER conference.

www.merconference.com/the-mer-conference-hotel-and-venue/

http://www.merconference.com/register/?utm_source=VR&utm_medium=link&utm_campaign=Brochure


http://www.merconference.com/the-mer-conference-hotel-and-venue/

THE MER EXPERIENCE | REGISTRATION | WWW.MERCONFERENCE.COM PAGE 26

EXPERIENCE 2016 REGISTRATION

For detailed registration information, go to

www.merconference.com/register/

REGISTRANT INFORMATION

Last Name First

Title

Organization

Address 1

Address 2 (no P. O. Box)

City State Zip

Telephone Ext. Fax

E-mail Address

REGISTRATION Advance registration is required.

MER Experience 2016 – May 23-25 $ 1,795

Pre-Conference Tutorials – May 22 $ 695 (check one tutorial below)

T1: Understanding SharePoint as Microsoft Pushes to the Cloud

T2: Advance your Organization…Transition to Information Governance from Records

T3: Creating an Information Governance (IG) Program Roadmap

T4: How to Use Content Analytics to Improve Information Management


T6: Creating an Information Governance (IG) Program Roadmap


T8: How to Use Content Analytics to Improve Information Management

PAYMENTCheck enclosed Please invoice address above

Card No. Exp. Date

Signature

Please note: Your mailing contact information will be provided to the MER Experience exhibitors prior to your arrival unless you indicate otherwise.

Do not contact.


THE MER EXPERIENCE | MER 24/7 | WWW.MERCONFERENCE.COM PAGE 27

EXPERIENCE 2016 MER 24/7

THE MER EXPERIENCE STARTS HERE The annual MER conference is the “keystone” of the MER experience. Now, the MER experience continues throughout the year. All of the MER sessions are available via streaming video to every MER registrant – anyone, anywhere, anytime through MER 24/7. Special bonus for MER ‘16 registrants! Your registration fee includes free access (in your office and/or home) for 1 year to every MER ‘16 session – via MER 24/7.

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