CRM Workshop

Seats are limited, sign up today

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Lead by: Juanita Skillman, CRM, FAI, and President of the Institute of Certified Records Managers

Hosted by: ARMA Silicon Valley / Santa Clara Chapter

Becoming a CRM, the most respected credential among professional records and information managers, has many advantages in today's complex and fluid information environment. CRMs are in demand more than ever! Our workshop will help you prepare for the CRM exams by identifying what areas to study for each exam part and where to find the resources to help you learn what you need to know.

 

The Workshop will be held at:
SanDisk Corporation
601 McCarthy Boulevard
Milpitas, Ca. 95035
Map/Directions

The Workshop, including preparation materials and lunch, is $140.  You can register and pay for the workshop via PayPal below:

Parts 1-5

 

Part 6

 

Out of town guests can find hotel information by visiting www.milpitas.com/hotels.

Make it an extended weekend …

There is so much more to explore while in the bay area, including Silicon Valley’s innovations, Marin’s Headlands, the Napa Valley’s vineyards and San Francisco, just to name a few.  For more information on travel in the area, contact the San Francisco Travel Association

Speakers:

Juanita Skillman, CRM, FAI, is the President of the Institute of Certified Records Managers (ICRM), the certifying body for the Certified Records Manager Credential. She retired last year from the Orange County Sanitation District, where she was the Records Management Specialist. Her professional career also included Records Management Consulting and developing Records Management Programs for both public and private organizations.   Prior to entering the Records and Information Management field, she was a Public School Teacher and Librarian.

Ms. Skillman holds both B.S. and M.A. degrees from Western New Mexico University and received her Certified Records Manager (CRM) designation in 1986. She is a Past President of ARMA International, and served on the Board of Trustees for the ARMA International Educational Foundation for seven years. She was Regent for Legislation and Appeals for the Board of Regents of the Institute of Certified Records Managers (ICRM) before her election to the position of President Elect in 2011.

An experienced speaker and trainer, she is a long time member of Toastmasters International and speaks frequently for ARMA and other business and professional groups.

 

Scott Murchison, CRM, is a Certified Records Manager and has over 20 years of experience in Records and Information Management as a Practitioner and Consultant. He has worked in a variety of industries including government, financial services, insurance, legal, construction, manufacturing, airline, hospitality, and entertainment sectors. Scott is a founding partner of Kaizen InfoSource LLC, a full service information management and technology consultancy. He has built successful RIM Programs from the ground up, moving from paper to digital, gaining recognition of senior management, and turning lackluster departments into system-wide compliance initiatives.

Scott has been an active member of ARMA International since 1992 and has served various board positions within local chapters from Metropolitan New York, to Greater Los Angeles, Golden Gate, Silicon Valley and Memphis/Mid-South Chapters.

 

Rayanne Waggoner, CRM is currently the Corporate Records Manager for Apple Inc.  Prior to joining Apple, Rayanne was the supervisor over Records Management, Forms Control and the Interim Records Center at Lockheed Missiles & Space Company in Sunnyvale, CA.

Rayanne has been a Certified Records Manager since 2001. She is currently the Regent – Certification Maintenance. She has also served as the Regent – Exam Administration in 2005 – 2009. 

Rayanne has been a member of ARMA since the early 1970’s and has served on the Golden Gate and Silicon Valley Chapters. She is currently the Treasurer for the Silicon Valley Chapter.

 

Marti Fischer, CRM, FAI, ermm. an Operational Risk Consultant for Wells Fargo Bank in the bank’s Corporate Records Management Office.  Among other responsibilities, she administers and updates the Corporate Retention Schedule and works with the Law Department to create and maintain Legal Holds on physical and electronic records.

Marti has over 31 years of records management experience. Previous positions include Consulting Services for Iron Mountain, Records Manager for the Bank of California (now Union Bank) and Records Librarian for the law firm of Morrison & Foerster.

Marti holds a Bachelors Degree in History from Mills College and a Masters Degree in Library Science from the University of California, Berkeley. She became a CRM in 1984.  She was inducted into the Company of Fellows of ARMA International in October of 2000. She received her Electronic Records Management Masters Certificate from AIIM in March of 2008.

 

Susan B. Whitmire, CRM, FAI is a Certified Records Manager and has a 30 year career in records and information management in the insurance industry.  She joined BlueCross BlueShield of Tennessee in 2006. Her experience includes RIM program development and implementation and delivering solutions for electronic records management and email management.

She has been an active member of ARMA International since 1978, has held various chapter/region/industry positions including serving on the ARMA International Board of Directors and the Board of Trustees for the ARMA International Educational Foundation. Susan earned her Certified Records Manager (CRM) designation in January 1995 and was inducted into the ARMA International Company of Fellows in 2009 as Fellow number 42.

 

Topics to be covered include:

Part 1: Management Principles and the Records Management Program

  • Principles of Management
  • Human Resources/Staffing
  • Methodologies
  • Financial Considerations
  • Planning
  • Additional RIM Program Components
  • Directing and Monitoring a Records Management Program
  • Ethical Responsibilities
  • Global Concerns of a RIM Program

Part 2: Records Creation and Use

  • Creating Records and Information
  • Information Capture and Use
  • Legal Compliance
  • Risk Assessment
  • Information Security
  • Electronic Communications
  • RIM-related Business Activities

Part 3: Records Systems, Storage, and Retrieval

  • Basic Concepts
  • Filing Systems
  • File System Design Records
  • Indexing and Retrieval
  • File Conversions
  • Records Storage Facilities
  • G. Records Centers Operations
  • Commercial Records Centers

Part 4: Records Appraisal, Retention, Protection, and Disposition

  • Records Inventory
  • Records Appraisal
  • Retention Schedule Creation
  • Retention Schedule
  • Implementation Retention Schedule Administration
  • Vital Records
  • Program Business Continuity
  • Archives

Part 5: Technology

  • System Life Cycle
  • Architecture and Infrastructure
  • Life-Cycle Management
  • Imaging Technologies
  • Programs and Applications

Part VI: Practical Application via Essay

  • Tips and Tricks for Passing Part 6
  • Mock Test
  • Feedback from Experienced Certified Records Managers

 

Agenda ~ Parts 1-5

Time

Agenda

Speaker

  7:00 – 8:00a

Registration / Check-in

 

  8:00 – 8:30a

Welcome / Orientation

 

  8:30 – 9:45a

Part 1

Susan Whimire, CRM, FAI

  9:45 – 10:00a

Break

 

10:00 – 11:30a

Part 5

Marti Fischer, CRM, FAI

11:30 – 12:30p

Lunch Break

 

12:30 – 1:45p

Part 2

Rayanne Waggoner, CRM

  1:45 – 2:00p

Break

 

 2:00 – 3:15p

Part 3

Rayanne Waggoner, CRM

 3:15 – 3:30p

Break

 

 3:30 – 4:45p

Part 4

Scott Murchison, CRM

 4:45 – 5:00p

Questions / Closing

 

Agenda ~ Part 6

 

Time

Agenda

Speaker

  7:00 – 8:00a

Registration / Check-in

 

  8:00 – 8:30a

Welcome / Orientation

 

  8:30 – 9:00a

Test Taking Strategies

Juanita Skillman, CRM, FAI

  9:15 – 9:30a

Break

 

  930 – 11:30a

Case Study Sample Test

 

11:30 – 12:30p

Lunch Break

 

12:30 –  3:15p

Individual Results /

Test Review

Juanita Skillman, CRM, FAI

Scott Murchison, CRM

Marti Fischer, CRM, FAI

  1:45 – 2:00p

Break

 

  2:00 – 3:15p

Maintenance Credits

Juanita Skillman, CRM, FAI

  3:15 – 3:30p

Break

 

  3:30 – 4:45p

Questions / Evaluations

Juanita Skillman, CRM, FAI

  4:45 – 5:00p

 

 

We look forward to seeing you at the workshop

 

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