ARMA International 49th Annual Conference and Expo Long Beach Convention Center October 3-6, 2004 Long Beach, California

Challenging Times Demand Creative Solutions ...

In today's constantly changing world of electronic records, legal and regulatory compliance, and privacy and security issues, there are definitely many challenges. But, more importantly, there are many opportunities to succeed with the right solutions and technologies.

Records and information management (RIM) is an important part of any organization's compliance or risk management program. Regardless of whether you are in records management, legal, or IT, if you are involved in managing records and information, you know how important it is to stay on top of the latest business and technology trends.

There is only one place where you can get the education and professional development you need to build your knowledge and refine your skills. That place is the ARMA International 2004 Conference and Expo in Long Beach, California, October 3-6.

The conference and expo is the premier event in records and information management. This year's conference will feature more than 70 specialized educational sessions focused on providing solutions and lessons learned, giving you the tools and ideas needed to implement solutions in your organization right away. This year's sessions feature case studies and real-world solutions that address RIM issues from a business, technological, compliance and regulatory, and strategic perspective.

The educational sessions are broken into four tracks: electronic records, the business of RIM, legal and compliance issues, and career development. Choose from informative sessions on such timely topics as:

* Electronic Records Archiving and Retention

* The Technology and Policy of E-mail

* How to Prevent Loss of Digital Assets

* Developing and Implementing Retention Programs of Global Coverage

* Data Migration and Preservation

* Instant Messaging and Regulatory Compliance

* What the Staggering Costs of Electronic Discovery Mean for RIM

* What's New with Sarbanes-Oxley for Records Managers

* Discovery, Spoliation, and Legal Holds: Issues Affecting RIM Policies

* The Canadian Privacy Legislation Landscape

* Cost and Risk in the Corporate World: RIM Programs Can Benefit the Bottom Line

* ISO 15489

* RIM 101: The Legal, Technology, and Lifecycle Basics of a Record

* Professionalism: Having a Career, Not lust a lob

* Outsourcing Records Operations

* RIM Methodologies: Providing Validation for RIM Programs

Whether you are new to the RIM profession, a seasoned RIM practitioner, an executive looking for solutions to your organization's e-records issues, or you just want to learn more about the technological, legal, financial, and regulatory issues that are affecting all aspects of your organization, ARMA International's 2004 Conference and Expo is the place to go for answers and solutions.

In addition to the educational sessions, the 2004 Expo is an excellent source of information and education. There you can talk to and learn from more than 150 vendors who will be showcasing the technology and other products and services that can help you implement and improve your RIM program and processes.

Don't feel overwhelmed with today's challenges and rapidly changing technology--make plans to attend ARMA's 49th Annual Conference and Expo in Long Beach and prepare yourself for the records and information management challenges ahead!

Access program descriptions and secure online registration at www.arma.org/conference.

Keynote Speakers

Beginning with the pre-conference sessions and throughout the conference, you will have the opportunity to learn from leaders who will discuss records and information management from a variety of perspectives--legal, financial, information technology, international, and more.

Two extraordinary keynote speakers are among the experts that will give you valuable insight into how you can find creative solutions to managing records and information in rapidly changing tinges.

Stand and Deliver

Randolph Kahn, Esq. Monday, October 4 8:30 am. - 10:15 a.m.

Business failures, scandals, and destruction of records have forced organizations to examine their policies and protect themselves and their information. In addition, exploding technology advancements and the proliferation of electronic records have created an environment that has organizations scrambling to gain control of their business information, reduce their risk, and hold the bottom line.

It is time to seize the opportunity presented by this evolving electronic records management environment! Imagine how different your world could look if you were viewed as being essential to your organization's continued success. Join Randolph Kahn, Esq., a well-published author, teacher, and internationally recognized authority on the legal, compliance, and policy issues of business information, e-records, and information technology. He is a trusted advisor and consultant to Fortune 500 companies, governmental agencies, and court systems.

The time has never been better to evolve our profession. Do you have it in you?

Reframe Your Thinking, Manage the Change

Alan Parisse Wednesday, October 6 12:30 p.m. - 2:00 p.m.

Information management is evolving at the speed of light, and so must the roles of records and information management professionals. But how do you rise to the challenge? How can you successfully manage these changes to your advantage?

With a combination of macro vision and keen insight, Alan Parisse places organizational challenges and opportunities in their historical and philosophical context. He then helps develop the road map necessary for leadership and success in turbulent times. Parisse, principal of the Parisse Group, has helped hundreds of professionals address market reversals, rapid change, and mergers and layoffs. Often called "the motivator for people who think;' Parisse is an expert at helping audiences reframe their thinking, let go of the past, organize for the future, and take action. He will show you how to create an environment in which to implement the knowledge and tools you will have acquired during conference.

Conference Schedule

SUNDAY, OCTOBER 3

DALLY SCHEDULE

Registration Open                     7:30 a.m. - 5:00 p.m.
Bookstore Open                        7:30 a.m. - 5:00 p.m.
Technology Center Open                8:00 a.m. - 6:00 p.m.
ISG Networking Sessions              8:30 a.m. - 11:30 a.m.
Association General
 Meeting                             8:30 a.m. - 10:00 a.m.
Candidate Forum                     10:30 a.m. - 11:30 a.m.
Exhibit Hall Grand Opening                 Noon - 5:00 p.m.
Lunch with the Exhibitors                  Noon - 1:30 p.m.
 Sponsored in part by ArchivesOne
ICRM Meetings
 (Hyatt Regency Hotel)                1:15 p.m. - 5:30 p.m.
Educational Sessions                  2:00 p.m. - 5:15 p.m.
ISG Reception                         6:00 p.m. - 7:00 p.m.
ICRM Meeting
 and Reception                        6:00 p.m. - 8:00 p.m.
Welcome Party                        8:30 p.m. - 11:30 p.m.

The Business of RIM

2:00 p.m. - 3:15 p.m.

Benchmark Your RIM

Program Using ISO 15489

Barbara Compton CRM

How to Obtain Funding

for New RIM Initiatives

Patricia Beelby, MPM CDIA

Managing Business

Records and Archives

at the Getty Center

David Farneth MLS

Barbara Nye, CRM

4:00 p.m. - 5:15 p.m.

Leveraging a RIM

Program During Difficult

Economic Times

William Nardone

Promote Your RIM Program

Using Metrics

Adele Carboni CRM

Join ARMA's Industry Specific Group (ISG) sectors for a morning of learning and networking Sunday, October 3. Each sector will present information on topics relevant to its industries. Meet ISG leaders and gain valuable insight from your colleagues. The sectors will meet in the Long Beach Convention Center from 8:30 a.m. - 11:30 a.m. This is a great jump-start to the ARMA International's 49th Annual Conference and Expo--don't miss it!

Electronic Records Management

2:00 p.m. - 3:15 p.m.

Creative Solutions:

Improving Business

Processes by Using ASPs

Douglas Allen, CRM, CDIA+

E-Records for Business:

The State of the Art

Bruce Miller

Rule-making and Standards

for E-Records: The Legal

Community Approach

Thomas Allman

4:00 p.m. - 5:15 p.m.

Archiving E-records:

Washington State Digital

Archives Project

Adam Janser, CRM, MIT

Global Retention

Scheduling Using Intranets

Randy Moeller

Ray Beecraft

Straying Records:

Alienation, Recovery,

and Replevin

Geof Huth

E-records Software

Selection Guidelines

John Phillips, CRM, CDIA, FAI

Legal, Regulatory & Compliance

2:00 p.m. - 3:15 p.m.

Instant Messaging and

Regulatory Compliance

Susan Cisco Ph.D., CRM, FAI

Bob Guz, CDIA

4:00 p.m. - 5:15 p.m.

Records Manager as Hero:

Curbing the Staggering Cost

of Electronic Discovery

Adam Bendell, Esq.

Career Development

2:00 p.m. - 5:15 p.m.

RIM 101: Lifecycle

of a Record

Karen Shaw, CRM

Barbara Byers

Welcome Party Onboard the Queen Mary

Sunday, October 3 8:30 p.m. - 11:30 p.m.

Come aboard the regal Queen Mary for an evening on this famous ship. Enjoy food, fun, and music in the classic Art Deco surroundings. Shuttles provided.

Free tickets for all paid conference attendees. Additional tickets available for $25.

Sponsored by ARMA International and Iron Mountain

MONDAY, OCTOBER 4

DAILY SCHEDULE

Registration Open                    7:30 a.m. - 5:00 p.m.
Technology Center Open               8:00 a.m. - 6:00 p.m.
OPENING CEREMONIES
 Keynote Speaker                    8:30 a.m. - 10:15 a.m.
Exhibits Open                       10:00 a.m. - 5:30 p.m.
Bookstore Open                       10:30 a.m. - 5:30 pm.
Educational Sessions                     10:45 a.m. - Noon
Lunch (available in Exhibit Hall)         Noon - 1:30 p.m.
Educational Sessions                   1:30 p.m. 4:30 p.m.
Expo Reception (Exhibit Hall)        4:00 p.m. - 5:30 p.m.
 Sponsored by Recall
Awards Event                         6:30 p.m. - 9:00 p.m.
Canadian Party                        9:00 p.m. - Midnight

Awards Event

Monday, October 4 6:30 p.m. - 9:00 p.m.

Don't miss a night of dinner, music, fellowship, and celebration at the ARMA International Awards Event. Share in the excitement as Chapter of the Year, Britt Literary, and the ARMA Fellows awards are presented.

Be sure to purchase your ticket for the awards event and dinned

EDUCATIONAL SESSIONS

10:45 a.m. - Noon

Outsourcing Your Records

Operation Successfully

Larry Eiring, CRM

Colin Burdick

Managing Technical

Information Exchange During

Mega-Acquisitions

Donna Rose, CRM

David Davis, PE

ROI Methodologies:

Providing Validation for RIM

Programs

Alan Andolsen, CMC, CRM

1:30 p.m. - 2:45 p.m.

The Why and How of

International Records

Retention

David Stephens, CRM, FAI

Electronic Records Management

10:45 a.m. - Noon

IM Technologies: Examining

Challenges and Opportunities

Francis deSouza

XML for the RIM Profession

Roger Winters

1:30 p.m. - 2:45 p.m.

On the Edge: Managing

E-records Outside the

Data Center

Terrence Coan, CRM

Mark Lagodinski, CRM

E-mail Archiving, Records

Retention, and Active Policy

Management

Christopher Ryan

Technology Consolidation

and Optimization: Meeting

the Challenge

Richard Medina

3:15 p.m. - 4:30 p.m.

Preventing Loss of Digital

Assets to Technological

Obsolescence

Melonie Warfel

Making the Move to a

Paperless Office

Lynette Downing, CRM

Data Migration and

Preservation: San Diego

Supercomputer Center

Richard Marciano, Ph.D.

Reagan Moore, Ph.D.

Legal, Regulatory & Compliance

10:45 a.m. - Noon

The U.S. Patriot Act: How

It Affects Your Records

Rae Cogar, J.D.

Keith Siu

Charles Booz

Emilie Himm, CPM

3:15 p.m. - 4:30 p.m.

How to Prepare and Conduct a

RIM Compliance Review

Diane Walker

Career Development

10:45 a.m. - Noon

Advice to the New RIM

Professional

Sharon MacDonald, CRM

1:30 p.m. - 2:45 p.m.

Preparing for the CRM Exam,

Parts 1-5

Donald Schewe, Ph.D., CRM, FAI

Steve Golden, CRM

3:15 p.m. - 4:30 p.m.

Preparing for the CRM Exam,

Part 6

Arlene Motz, Ph.D., CRM

Poster Sessions

Stop by at any time during this

window (check on-site schedule

for specific times presenters will

be available) to learn about the

latest RIM projects.

10:45 a.m. - 4:30 p.m.

Tips to Improve Your

Imaging Process

Raymond K. Cunningham Jr.,

CRM, CA, MIT

Online Learning

Opportunities for Archivists

and Records Managers

Patricia Franks, Ph.D.

Albin Wagner

Records Center Moves and

Consolidations: Step-by-Step

Processes

Nick De Laurentis, SCLA

How to Surf the Web to

Enhance Your RIM Program

Peter Kurilecz, CRM, CA

Faceted Classification:

Moving from RM to KM

Stacie Capshaw, CRM, CDIA

Strategies to Avoid Common

Mistakes on the CRM Exam,

Part 6

Anna Nusbaum, CRM

Get Your Career Here: How

to Plan for the Next 20 Years

Mimi Dionne, MLIS

Denise Heppler-Balkum, CRM

Tips and Tools to Spark

Interest in Your RIM Program

Laurie Carpenter, CRM

Records and Information

Managemaent Standards: An

Application of Theory

Mirni Dionne, MLIS

Jerry Brandes

TUESDAY, OCTOBER 5

DAILY SCHEDULE

Registration Open                 8:00 a.m. - 5:00 p.m.
Technology Center                 8:00 a.m. - 6:00 p.m.
 Open
Educational Sessions                   8:30 a.m. - Noon
Bookstore Open                    9:30 a.m. - 2:00 p.m.
Exhibits Open                     9:30 a.m. - 2:00 p.m.
Federal Government
 Day                             10:00 a.m. - 4:30 p.m.
Lunch                                  Noon - 1:30 p.m.
 (available in Exhibit Hall)
Dessert in Exhibit Hall          12:30 p.m. - 1:30 p.m.
 Sponsored by Cardiff Software
Grand Prize Giveaway                         12:50 p.m.
Educational Sessions              1:30 p.m. - 4:30 p.m.

Grand Prize Giveaway

Tuesday, October 5 12:50 p.m.

EDUCATIONAL SESSIONS

The Business of RIM

8:30 a.m. - 9:45 a.m.

Revitalize Your RIM Program

with ISO 15489

James Connelly, CRM

Building a Records Staff

Jim Henderson

Records Manager = Change

Agent

Eugenia Brumm, Ph.D. CRM

The New Business Case for

Electronic Records Management

Craig Rhinehart

10:45 a.m. - Noon

Challenges of Information

Management in the

Healthcare Industry

John B. Jones

Records Management:

Cost and Risk in the

Corporate World

Tina Torres, PMP

European Initiatives in EDRMS:

Best Practice Standards

Support E-business

Martin Waldron

1:30 p.m. - 2:45 p.m.

Standards for RIMs:

Developing and Using the

Rules of the Game

Nancy Kunde, CRM, CA

Diane Vogt O'Connor

Nancy McGovern

Strategic Planning

April L. Dmytrenko, CRM, FAI

Barbara M. Cross, CRM, MLS

Successful Impementation of

Records Management

Systems: A Case Study

Donald Rosen

Bruce Baldwin

3:15 p.m. - 4:30 p.m.

Records Protection: Using

Key Standards to Form the

Foundation

Virginia A. Jones, CRM

RIM Developments in

Uganda

David Mukembo

Project Management

for Documents: Bantrel

Case Study

Simon Woodford

Outsourcing Security:

The Advantages and Pitfalls

Paul Singleton, CISSP

Electronic Records Management

8:30 a.m. - 9:45 a.m.

Forms Processing:

A Primer

Jesse Wilkins, CDIA+, LIT, EDP, ICP

E-mail: Technology and

Policy: Opportunities

for RIM/IT Collaboration

Laurie Gingrich, MLS, CRM

Scott Christensen

8:30 a.m. - Noon

Using CPM (Critical Path

Methodology) to Manage

Your Projects

1:30 p.m. - 2:45 p.m.

Emerging Technologies: Stay

Ahead of the Curve

Alan Andolsen, CMC, CRM

Managing the Increasing

Number of E-Records

Carol Stainbrook

3:15 p.m. - 4:30 p.m.

Automatic Categorization

Using Information

Visualization

Kirk Lubbes, CRM, CDIA, MIT, LIT

Legal, Regulatory & Compliance

8:30 a.m. - 9:45 a.m.

Privacy vs. Security:

A Delicate Balance

Juanita Skillman, CRM, FAI

10:45 a.m. - Noon

E-discovery: The Next

Decade

Deborah Juhnke

Discovery, Spoliation, and

Legal Holds: Issues Affecting

Your RIM Policies

John Isaza, Esq.

1:30 p.m. - 2:45 p.m.

Keeping Your E-mail Policy

Ahead of the Law

William Savarino, Esq.

3:15 p.m. - 4:30 p.m.

Product Liability:

Retention and Risk

Management Solutions

Mary Haider

Career Development

8:00 a.m. - Noon

RIM 101: Technology Basics

Rick Stirling

1:30 p.m. - 4:30 p.m.

RIM 101: Legal Basics

Donald Skupsky, JD., CRM, FAI

WEDNESDAY, OCTOBER 6

DAILY SCHEDULE

Registration and Technology
 Center Open                        8:00 a.m. - Noon
Educational Sessions          8:30 a.m. - 11:30 a.m.
Association Luncheon Noon                  2:00 p.m.
Association Meeting
 and Keynote Speaker          12:30 p.m. - 2:00 p.m.
Conference Is Adjourned                    2:00 p.m.

EDUCATIONAL SESSIONS

8:30 a.m. - 9:45 a.m.

Challenges of Recordkeeping

in Botswana

Bruce Kojane, CRM

Mergers and Acquisitions:

A Case Study of Hewlett-Packard

and Compaq

Debra Beasley

Catherine Wilson

10:15 a.m. - 11:30 a.m.

Motivating and Managing

RIM Personnel

Mark Langemo, Ed.D., CRM, FAI

Values: A Strategic Initiative

for RIMs

J. Michael Pemberton, Ph.D.,

CRM, FAI

Design a Records Center

for the Future

Hugh Smith

Electronic Records Management

8:30 a.m. - 9:45 a.m.

Applying RIM and Archive

Principles to Web Resources

Gregory Hunter, Ph.D., CRM, CA

10:15 a.m. - 11:30 a.m.

Preserving Your Digital

Assets

Richard Weiss, Ph.D.

Access Rights to Business

Data on Personal Computers

John Montana, J.D.

Legal, Regulatory & Compliance

8:30 a.m. - 9:45 a.m.

How to Stay Abreast

of Industry Trends and

Regulatory Changes

Carol Stainbrook

Audio Records Retention

in E-discovery

Stanley Morgenstein, MBA

Jim Keane, J.D.

RIM/Compliance issues

in Higher Education

Mary Wilson

Kris West, J.D.

HIPAA for the Rest of Us

Paul Singleton, CISSP

10:15 a.m. - 11:30 a.m.

What's New with SOX

for Records Managers?

Rae Cogar, J.D.

The Canadian Privacy

Legislation Landscape

Sue Kessler, CRM

Career Development

8:30 a.m. - 9:45 a.m.

Professionalism: Having a

Career, Not Just a Job

Juanita Skillman, CRM, FAI

Jim Coulson, CRM, FAI

April Dmytrenko, CRM, FAI

ARMA Fed Day--Tuesday, October 5

10:00 a.m. - 4:30 p.m. Long Beach Convention Center

Federal records managers need better tools to manage their electronic records more effectively. In this session, the U.S. National Archives and Records Administration (NARA) will brief participants on what it is doing to develop these tools in partnership with other federal agendas. Visit http://epo.arma.org for more information.

NARA Updates

Howard Lowell, Director, Modern Records Program

Electronic Records Policy Working Group and the E-Government Act of 2002

Nancy Allard, Senior Policy Specialist, Office of the Archivist

ERA: NARA's Progress in Permanent Preservation of Electronic Records

Fynette Eaton, Deputy Director, ERA Program Support Division

New Initiatives in Support of Agency Electronic Records Management

Paul Wester, Director, Life Cycle Management Division

NARA's Federal Records Management Training and Certification Program

Pat Day, Senior Records Analyst, NARA's Rocky Mountain Region

Storing and Servicing Records in the Information Age

David Weinberg, Director, Records Center Program

Pre-Conference Schedule

This year, ARMA International is proud to feature three outstanding pre-conference tracks on Friday, October 1 and Saturday, October 2, each focused on specific areas affecting records and information management.

Electronic Records Management: Issues and Solutions

In today's increasingly electronic world, records and information management (RIM) professionals and information technology (IT) professionals are interfacing and tackling similar issues to a greater degree than ever before. But the way each profession approaches electronic records can differ widely and each has a lot to learn from the other.

RIM professionals--do you know what skills you must possess in order to serve as an advisor in implementing an electronic records program? Do you understand enough about the technology and business aspects of implementing an electronic records management (ERM) system to be an integral part of the implementation team? IT professionals--do you need solutions to archiving messages that are driven by business rules? Do you know if your ERM systems are compliant, and what the ramifications are if they are not? Do you want to avoid the pitfalls of purchasing, designing, and implementing ERM systems?

If you are a RIM or IT professional facing the challenges of managing and implementing an ERM system, don't miss this two-day seminar! Two tracks will be offered--one to address the issues of IT and one for RIM issues. A razor-sharp focus on the most current e-records issues related to compliance, legal admissibility requirements, information lifecycle management, electronic messaging, and the value proposition of ERM will give attendees the solutions they need to implement action plans in their work environments.

Topics to be presented include:

IT Track

* Managing the Messages

* Storage and Data Migration Strategies: Are You Compliant?

* Building and Managing Compliant Information Systems

* Key RM Concepts for the IT Professional

RIM Track

* Withstanding Audit or Legal Challenges

* E-Records Management Gap Analysis

* ERM: Requirements Definition

* Taxonomy and Auto-Classification

* If You Build it, Will They Come?

Joint Sessions

* Enterprise-wide ERM: A Case Study

* Compliance Requirements for Retention and Archiving Processes

* How to Build the Organization's E-Records Team

Information Management in the Legal Environment

Sponsored by the Legal ISG of ARMA International

If you deal with information management issues in the legal environment, this year's pre-conference event is for you. Through presentations offered by experts in the field as well as a facilitated best-practices forum, attendees will gain insights into conflicts, new business intake, and records programs to take back and implement in their organizations.

This year's topics include:

* How to Survive a Merger

* Synergy Between Corporate Law Departments and Outside Counsel

* Best Practices Forum

* Conflicts Staffing Models

* Case Study of a Conflicts Department

* Managing E-mail: How One Firm is Meeting the Challenge

* Ensuring Successful Staffing

Records and Information Management The Fundamentals

Featuring Mark Langemo, Ed.D., CRM, FAI

New to the records and information management (RIM) profession? This comprehensive two-day seminar offers tried-and-proven practical approaches for developing and strengthening organization-wide records management programs. Attendees will learn about the advantages of electronic records and suggested strategies for "going electronic" in their organizations as well as techniques to maintain state-of-the-art paper records programs. Additionally, this seminar will focus on developing and implementing legally valid records retention programs, managing inactive and vital records, and recommended components for successful digital imaging applications. Packed full of examples and resources, this event will get attendees up to speed in the world of RIM in no time at all!

This two-day event will cover:

* Developing Successful Organization-wide

* Records Management Programs

* Managing Electronic Records

* Developing and Implementing Legally Valid Records Retention Programs

* Developing State-of-the-Art Filing Systems for Paper Records

* Managing Inactive and Vital Records

* Imaging and Applications of Imaging in Records Management

* Electronic (Digital) Imaging and Applications in Records Management

International Day 2004

Saturday, October 2 8:30 a.m. - 5:00 p.m. Hyatt Regency Long Beach Hotel

With a theme on bridging the gap, this year's International Day will focus on ideas and solutions for managing paper and electronic records across the globe. Panelists from various countries will share their challenges, approaches, and lessons-learned as attendees gain valuable insight from various perspectives. If your organization operates in the international community, don't miss this informative and exciting day!

International Day Schedule

8:30 a.m. - 9:00 a.m.

Welcome and Introductions

Sonia Black, Chair, International Day Steering Committee Joan Val Albada, Secretary General, International Council on Archives

9:00 a.m. - 10:15 a.m.

Session 1 : Bridging the Gap between Paper and Electronic Records

Panelists: Gene Hickok, 3M; Alison North, FileBusters; Larry Eiring, CRM, Heller Ehrman White & McAuliffe LLP

This session will highlight efforts being undertaken in the international community to bridge the gap between the management of paper and electronic records.

10:30 a.m. - Noon

Session 2: E-Records Initiatives

Panelists: D.R. Prescott, NAPA; Adrienne Ragins, NARA Come hear updates on two important initiatives effecting the management of electronic records. The first half of this session will provide an overview of DoD 5015.2 by a person instrumental in its formation. The second half of the session will present the current status of NARA's Electronic Records Archives (ERA) project.

1:00 p.m. - 2:30 p.m.

Session 3: Privacy vs. Freedom of Information

Panelists: Martin Waldron, In-Form Consult Ltd; Sue Kessler, CRM, Alberta Government Services; Sue Myburgh, University of South Australia; Paul Mullon, Metrofile; Sharon Alexander-Gooding, University of the West Indies

In the age of information, a delicate balance exists between freedom of information and the protection of one's privacy. Attend this session to hear how panelists from across the globe are addressing this challenging issue.

2:45 p.m. - 4:15 p.m.

Session 4: Legal Issues Surrounding Retention

Presenter: Dave Harvilicz, General Counsel Roundtable

How are records managers worldwide dealing with the diverse legal requirements for retaining records? Come hear case studies of successful strategies being used by multinational companies presented by one of the foremost groups currently working to identify the most intelligent new ideas tested at the frontiers of law.

4:15 p.m. - 5:00 p.m.

Networking Reception

Join us for drinks and hors d'oeuvres in the Seaview Rotunda, sponsored by Tower Software.

* There is no charge to attend International Day sessions, but there is a $25 fee for the lunch.

FRIDAY & SATURDAY, OCTOBER 1-2

FRIDAY SCHEDULE

Board of Directors         8:00 a.m. - 5:00 p.m.
 Meeting
Pre-conference Seminars
 (additional fee)          8:30 a.m. - 4:30 p.m.
   RIM Foundation
   Legal Information Management
   Electronic Records Management

SATURDAY SCHEDULE

Pre-conference Seminars
 (additional fee)          8:30 a.m. - 4:30 p.m.
   RIM Foundation
   Legal Information Management
   Electronic Records Management
International Day          8:30 a.m. - 5:00 p.m.
Region Meetings            1:00 p.m. - 2:30 p.m.
Chapter Leadership
 Meeting                   2:30 p.m. - 4:30 p.m.
Registration Open          3:00 p.m. - 6:00 p.m.
First-time Attendees
 Orientation               5:00 p.m. - 6:00 p.m.

The Best of Long Beach

The city offers many enjoyable ways to spend your time away from conference Nikki Swartz

If you only have a few days to see Long Beach, don't miss the oceanfront city's biggest and best-known attractions. Just hop on the Passport, Long Beach's free shuttle bus that picks sightseers up throughout downtown.

At more than 1,000 feet long, the Queen Mary (www.queenmary.com) is quite a sight. Listed on the National Register of Historic Places, the floating ship remains one of the most famous in history. She made 1,001 transatlantic trips between 1934 and 1964, ferrying soldiers, statesmen, celebrities, and royals, and it was here that Winston Churchill signed the D-Day invasion papers. Over the years, employees, guests, and visiting psychics have reported unexplainable events and paranormal activity aboard the ship. The Queen Mary features 365 hotel staterooms, award-winning restaurants, a wedding chapel, 16 art deco reception salons, and a great view of Long Beach.

On the other side of the Queensway Bay, the renowned Long Beach Aquarium of the Pacific (www.aquariumofpacific.org) houses more than 550 species from three Pacific Rim regions. See a full-scale model of a blue whale. Explore the Southern California and Baja Gallery areas, whose inhabitants include seals, sea lions, and jellyfish. View diving birds, sea otters, and giant spider crabs. The Tropical Pacific area features dazzling coral reefs recreations, angelfish, puffer sharks, and sea dragons, which are bred here. Also popular is Shark Lagoon, home to 150 sharks. Visitors can touch--if they dare.

For a dollar, the Village Tour D'art bus line will take you to unique neighborhoods, museums, and sites. Climb onboard at stops, a minute's walk from most downtown hotels, and hop on and off as often as you like. Long Beach's history- and diversity-rich neighborhoods offer a unique perspective of the city. The funky East Village Arts District boasts myriad art galleries, antique shops, cafes, and ethnic restaurants. Architecture buffs can set their sights on St. Anthony's Church and the Lafayette Building, both state historical landmarks. Don't miss the vintage chic and retro shops that dot 4th Street. Just north is the Museum of Latin American Art (www.molaa.com), the only museum in the western United States dedicated to the work of contemporary Latin artists. Long Beach's cultural gem, the Long Beach Museum of Art (www.lbma.org), which recently received a multimillion dollar expansion, showcases 5,000 paintings and drawings with emphasis in early 20th-century European art and California Modernism. The museum is free on the first Friday of each month, lust west of East Village, Victorian, Craftsman, and restored Art Deco structures are showcased in the North Pine District. Trendy Pine Avenue features fine-dining, shopping, and diverse entertainment that celebrates world culture and ethnicity.

The Pike at Rainbow Harbor (www.shop-thepike.com), an open-air entertainment, shopping, and dining destination located on the downtown Long Beach waterfront features a 14-screen stadium theater complex, chain restaurants, and fine retail stores. Another popular tourist stop is Shoreline Village, a replica of an early California seaport, at downtown's Queensway Bay. Pick up souvenirs at the many charming stores, then board a harbor cruise or have lunch at one of the renowned restaurants. Here you can rent a small sailing vessel to explore posh Alamitos Bay or to venture out into the Pacific. If you prefer, relax with an authentically clad gondolier, who will navigate you smoothly though the placid canals surrounding Naples Island.

While in Long Beach, take advantage of its nearly six miles of sandy beaches, sunshine, and ocean breezes, as well as a wide array of water sports, including sailing, scuba diving, windsurfing, fishing, or just relaxing by the beach, which can be accessed in the Belmont Shore/Alamitos Bay area or from downtown's Marina Green Park or Bluff Park. Walk, run, bike, or blade on the paved bike path that spans the length of the beach from downtown to Belmont Shore. Rent a bicycle at the Long Beach Bikestation, located in the downtown Long Beach Transit Center, and explore the coastline, bays, lagoons, and islands.

Tee up at one of Loog Beach's many golf courses. The El Dorado, site of the prestigious Long Beach Open, offers a par 72 course with challenging water hazards. Skylinks, adjoining the Long Beach Municipal Airport, is an 18-hole course where water hazards compete with low-flying jets. "Big Rec" and "Little Rec" public courses offer 18- and 9-hole golf.

For a flora and fauna fix, visit the famous gardens at Rancho Los Alamitos or the spectacular Earl Burns Miller Japanese Gardens, located on the campus of California State University. Here you'll find gently cascading waterfalls, thriving koi ponds, bonsai trees, gentle walkways, and a pagoda. Another stop is the El Dorado Nature Center, a sprawling wildlife habitat crisscrossed by trails and a stream.

If you have some true "play" time, take a day trip. Disneyland, Universal Studios Hollywood, and Catalina Island are each only about 30 minutes away.

For more information, visit www.visitlongbeach.com or www.arma.org/conference.

Where to Eat in Long Beach

Find everything from casual cafes to romantic restaurants in Long Beach. Bring your adventurous appetite--Long Beach's award-winning restaurants serve everything from spicy Latin cuisine to savory selections from Italy, Greece, Japan, and more.

* 21 Oceanfront (steak, seafood) www.21oceanfront.com

* Alegria Cocina Latina ("Little bites from Spain") www.alegriacocinalatina.com

* Babouch Moroccan Restaurant www.bobouchrestauront.com

* Baha Sonora Grille (Mexican) www.bolasonora.com

* Busters Beach House & Longboard (island cuisine) www.bustersbeachhouse.com

* Greenfield Churrascaria (Brazilian) www.greenfieldchurrascaria.com

* Khoury's Restaurant (seafood) www.khourys.net

* The House of Madame JoJo (pasta, lamb, fresh fish)

* L'Opera Ristorante (Italian) www.lopera.com

* La Palapa Beachfront Restaurant & The Del Mar Ballroom (Latin America) www.lapalapadelmar.com

* La Traviata Restaurant (Italian) www.latraviata301.com

* Long Beach Cafe (American)

* Los Alamitos Race Course www.losalamitos.com

* Malvasia (Greek) www.calendarlive.com/malvasia

* McKenna's on the Bay (steak, seafood) www.mckennasonthebay.com

* Mum's/Cohiba Restaurant (American) www.mumsrestaurant.com

* Parkers' lighthouse (Seafood) www.parkerslighthouse.com

* Porch Cafe (American)

* The Reef Restaurant (steak, seafood) www.specialtyrestaurants.com

* The Sky Room (steak, seafood) www.theskyroom.com

* The Yard House (American) www.yardhouse.com

Prepare yourself for the future with cutting-edge information and records management technology

OCTOBER 3 - 5, 2004, LONG BEACH CONVENTION CENTER, HALLS B & C

ARMA 2004 EXPO LONG BEACH

ARMA 2004 Expo, sponsored by ARMA International, is THE records and information management event of the year! Attend the ARMA Expo and you'll stay up-to-date on information management solutions--e-records, disaster recovery, systems integration, document and records management, and archiving options--which can help you organize and manage your company's information and knowledge assets.

The Storage Networking Industry Association's (SNIA) Data Management Forum (www.snia.org/tech_activities/dmf/) will be co-locating its ILM (Information Lifecycle Management) Solutions 2004 conference with the ARMA Conference and Expo, October 3-5. This means more exhibitors displaying electronic information management products and services.

Sunday, October 3 Noon - 5:00 p.m.

Monday, October 4 10:00 a.m. - 5:30 p.m.

Tuesday, October 5 9:30 a.m. - 2:00 p.m.