2017 Conference


WHEN: Thursday, April 20, 2017
8:00 a.m. to 5:00 p.m.

WHERE: Microsoft Technology Center
13031 W. Jefferson Blvd Suite 200, Playa Vista, California

Join your peers in the records and information management for a full day of sessions, panels, interactive exchange, and NETWORKING!

Earn 5 hours of ICRM Certification Maintenance Points
Earn 2 hours of IGP Certification Maintenance Points
Earn 1 CMC Expereince or 1 MMC Professional Contribution Point



  • Registration Cut off is April 17, 2017
  • REFUND POLICY:  Full Refund if cancelled on or before April 17.  After April 17, $40 cancellation fee will apply.
  • TRANSFER POLICY:  Transfers can be made anytime. 
  • PARKING:  Parking will be validated.
  • DIRECTIONS:  Parking entrance is NOT on Jefferson. You must turn on Alla St.  Parking is on the left at the end of Alla.
  • CONFERENCE CHAIRS:   Lorrie DeCoursey, Foley & Mansfield, [email protected], Jeff Lewis, Farmers Insurance, [email protected]



8:00 am             


8:30 am  


Presenter:  Christopher Johnson, Irell & Manella

9:00 - 10:30 am 


Panelists:  Leaders representing Microsoft/SharePoint: Tayyab Ali; Box:  Jessica Fain; Open Source Solutions: Faron Lyons; NetDocs: John Martucci; OpenText:  David Horwatt;  iManage:  Gregg Luther

This panel discussion will cover strategies highlighting engagement, open source, and traditional solutions. Where do they overlap? What are their unique value propositions?

Each panelist will present a high-level overview of the solutions offered and share their strategy moving forward in terms of adding value to constituent organizations. The moderator will explore areas such as collaboration (internal and external), security, user adoption, integration, process automation, and lifecycle management. Many organizations have all of these tools or a mix of similar solutions. How can it all be tied together to make our lives as data stewards easier?

10:30 - 11:00 am

BREAK – time to visit the Exhibitor floor!

11:00 am – 12:00 pm


Presenter:  Helen Streck, Kaizen InfoSource

When an organization is going to implement or upgrade to a new system for managing information, they often ask, what do we need in the new system? What data should be migrated from the old system or locations? What rules do we need to manage the data in the new system? Where do the traditional components of a Records and Information Management program fit?

This session will discuss how to build Records Management and Information Governance components that can be leveraged in deciding which vendor best fits your organizational vision and needs, and influences the design and configuration of the system selected. Knowing you need those traditional components, as well as the skills that are required to develop them, are critical before selection and/or implementation activities begin.

12:00 pm - 1:15 pm

LUNCH, NETWORKING, and SECOND RAFFLE – don’t forget to visit our sponsors!

1:15 – 2:15 pm

MAKING INFORMATION ACCESSIBLE:  The New Model for Records Management

Presenter:  Kurt Thies, Vice President, Technology & Strategy, TAB

Technology has changed the way we interact with data and information and the expectation for its access. We see examples daily in how this is changing the ways we live and how business operates.

However, records management is still struggling to evolve past its manual, store and retrieve model. This is apparent in the way physical information is boxed and stored in record centers, and the way data is now stored in electronic systems. We can do better. The previous models no longer apply and there is a new paradigm to embrace.

  •        The new expectation for information access
  •        The end of the store and retrieve model of records management
  •        Developing a new strategy in a hybrid environment

Making information accessible is the new opportunity for our profession. It changes the way we operate and how we add value to our organizations.

 2:30 – 3:45 pm

BREAKOUTS:  Law Firm or Corporate/Government

CHOOSE FROM TWO SESSION OPTIONS (Law Firm or Government/Commercial)

Law Firm Session:


Moderator: Bryn Bowen, Director of Information Services, Schulte, Roth, & Zabel LLP

Panelists:   Edgar McDaniel, Regional RIM Director, Sidley & Austin; Diane Gates, Global Records Manager, Latham & Watkins; Nancy Beauchemin, Owner InOutSource; Lorrie DeCoursey:  Office Administrator, Foley & Mansfield                        

Ensuring that your IG program is successful depends on executing inexpensive impact projects that have manageable lifecycles. Getting there is simpler if existing resources can be used creatively to support the efforts. Identifying and leveraging these technologies, processes, and people embodies the spirit of true governance, and our interactive panel will explore and share some way to do that.

Government/ Commercial Session:



Presenter: Pilar McAdam, CRM, Kaizen InfoSource

Case study review of a California public agency establishment of information governance program requirements, identifying functional requirements for an ECM solution, selection of the right ECM product and VAR, and coordinating configuration and successful implementation of the solution – and all within a short timeframe and funding limitations.

4:00 pm     


Happy Hour is sponsored by TAB Records Managment Solutions.


Presenter Bios



Tayyab Ali has more than 13 years of experience designing and implementing SharePoint, CRM and BI Solutions for a wide range of clients in diverse industries. With an extensive technical background coupled with strong leadership and project management skills, Tayyab has delivered many innovative, integrated and cost-efficient solutions using SharePoint as solution, system and platform. Tayyab has 10 plus years of consulting experience ranging from management consulting to solution architecture. He has  helped multiple companies start and run successful SharePoint practices in the capacity of practice lead. Tayyab holds a Master's degree in Computer Science from Université Paris-Sud and numerous Microsoft certifications. He is a well-respected and valued member of the SharePoint community.

Nancy Beauchemin is Owner and a lead consultant in RIM and Information Governance for law firms. 

Bryn Bowen

Bryn Bowen, CRM is the Director of Information Services at Schulte Roth & Zabel LLP, a law firm based in New York City, where he is establishing an Information Governance program in addition to overseeing the New Business Intake, Conflicts/Risk, Records, Library Services, and Knowledge areas.

Bryn is the Immediate Past President of the ARMA Metro NYC chapter, was formerly Principal Consultant at Greenheart Consulting Partners, a boutique Governance Risk & Compliance consulting practice, and before that was Director of Legal Systems and Information Management at Greenberg Traurig LLP where he established a global information governance and records management program and re-engineered the NBI Conflicts and Risk program.

Lorrie DeCoursey Over 20 years experience designing back-office support solutions for the legal community either working for or with law firms. Focus is on supporting  innovative solutions, including redesigning workflow in delivering records services ito significantly improve productivity, reduce and stabilize costs and bridge technology with end user requirements.  

Lorrie is current on the Board of ARMA Greater Los Angeles.  She is Office Administrator for Foley & Mansfield in Los Angeles. 

 Jessica Fain

Jessica Fain from Box Inc. leads product management for Information Governance, Retention Management, eDiscovery, and compliance.  Most recently, she has designed and implemented Box's Legal Holds and Retention Management products for supporting customers' legal, regulatory, and business needs. Jessica has been at Box for 4 years, beginning in Box's Customer Success organizations leading implementations of Box's core product.

Diane Gates has 35 years of experience working in law firms, including many aspects of information management, such as records, docket, library research, and cataloging. As Global Records Manager at Latham & Watkins LLP, she has managed software conversions and upgrades, data cleanup projects, worked iwth budgeting and project costs, worked as part of teams to develop custom applications to collect and organize data such as court admissions information and pleading clips, and has been part of the transition to extending records to be part of a larger Information Governance team in the Technology Department. 

David Horwatt Strategy, sales, partnering, and revenue responsibility for Professional Services at General Networks Corporation, a consulting and systems integration company. Extensive experience growing profitable technical and professional services organizations, including building long term relationships with our clients, adding value to our clients' organizations, and developing our staff and capabilities.

Serves on the Board of Directors of two non-profit corporations. 


Gregg Luther has been a Sales Consultant with iManage, since 2004.  While at iManage, Gregg has worked with Records Management professionals in government agencies and the private sector throughout the U.S., Canada, APAC and EMEA. He has over 16 years of experience in designing and selling records management software for government, law firms, accounting firms and Fortune 500 corporations.  Prior to his position at iManage, Gregg was National Sales Manager at Software Intelligence, Inc. (SII) where he was responsible for sales efforts of the LegalTRAX, AccounTRAX and InfoTRAX records management software.  Gregg was also instrumental in developing the records management policies at SII. 

Faron Lyons

John Martucci from NetDocuments has over 25 years of sales and management experience in the professional services vertical market with a focus on legal.  Mr. Martucci spent 20 years at Equitrac Corporation (now a division of Nuance) building the Southern California territory and working his way up to the Western Region Sales Director.  Before joining NetDocuments in August 2014 Mr. Martucci spent three plus years as a Regional Manager for Recommind, Inc. consulting with AMLAW 200 law firms on Knowledge Management strategies and providing enterprise search and email management  solutions, in addition managing the North America/ Australia sales teams.  John Martucci received his BA in Business Administration from the University of South Florida and currently lives with his family in Southern California.

Pilar McAdam CRM has over 35 years of experience with business support processes, including RIM governance, in the corporate, legal and public sectors.  Pilar focuses on how information is created, used, and maintained, emphasizing process and system improvements that make data more useful and accessible.  Currently an Information Governance partner at Kaizen InfoSource, she has previously managed records at Sheppard Mullin Richter & Hampton, the Boeing Company, and Hughes Electronics.

Edgar McDaniel has been working in the Records and Information Management industry for over 30 years.  His experience ranges from day to day service delivery, high level process development and complex issue resolutions.  Currently, Edgar is the Regional Records Manager for the West Coast offices of Sidley Austin, LLP and he is located in their Los Angeles office.  

Helen Streck

Helen Streck is the President and Chief Executive Officer of Kaizen InfoSource LLC, a RIM and IT Consulting Company headquartered in northern California. Ms. Streck has over twenty-eight years’ experience in the Records and Information Management field with experience that spans a variety of industries including: legal, health care, municipal government, insurance, biotechnology/ pharmaceutical, education, and transportation. She has provided justification, design, and implementation services for records management systems implementation as well as legal holds for global companies. Experience includes program development, governance documentation, system selection, business and functional design, change management, and program assessments. She has worked in corporate organizations within Compliance Departments and understands the drivers for compliance and information management for organizational effectiveness.

Kurt Thies is an entrepreneur, adviser, writer and speaker with over 20 years of experience as a strategic adviser and expert in Information Lifecycle Management. Currently, as Vice President of Technology and Strategic Solutions at TAB he is expanding TAB’s focus on technology and advisory services. TAB’s services include the design and implementation of enterprise-wide document and records solutions for Fortune 1000 companies, resulting in operational efficiencies, cost reductions, improvements to access and speed of information retrieval, risk and litigation management, as well as industry and legislative compliance. Kurt previously founded Accutrac Software, Inc., later acquired by Iron Mountain.


 More presenter details coming soon!

**Sessions presenters, topics, and schedule are subject to change.





Platinum Sponsors

Gold Sponsors

Silver Sponsors

Become a Sponsor and Exhibit at the Conference!

Exhibit Space & Sponsorship Opportunities are Still Available but Space is Limited!


Spring Conference Tote Bag – Branded with Vendor Logo

Platinum Sponsor -- $1,000
  • Three (3) entries to the Spring Conference
  • Exhibit Table at Spring Conference: 8:00 a.m. through 5:00 p.m. Happy Hour
  • Your Logo on Conference Web Site and Materials
  • Placement in our Vendor Directory
  • Spotlight Vendor on Website for one (1) month
  • Your company ad on WebSite and Newsletter
  • Table Sponsorship for one (1) Monthly Chapter Meeting for two (2) attendees or two (2) Monthly Chapter meetings for 1 attendee (includes Table for display and 5-minute presentation)
     o Your company logo on sponsored meeting materials

Gold Sponsor -- $750
  • Two (2) entries to the Spring Conference
  • Exhibit Table at Spring Conference: 8:00 a.m. through 5:00 p.m. Happy Hour
  • Your Logo on Conference Web Site and Materials
  • Placement in our Vendor Directory
  • Your company ad on WebSite and Newsletter
  • Table Sponsorship for one (1) Monthly Chapter Meeting for one (1) attendee (includes Table for display and 5-minute presentation)
     o Your company logo on sponsored meeting materials

Silver Sponsor -- $500
  • One (1) entry to the Spring Conference
  • Exhibit Table at Spring Conference: 8:00 a.m. through 5:00 p.m. Happy Hour
  • Your Logo on Conference Web Site and Materials
  • Placement in our Vendor Directory
  • Your company logo on WebSite and Newsletter