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PRESENTATION SUMMARIES & SPEAKER BIOS - Additional info coming soon!
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Tyrene Bada, MLS, CRM
Systems Analyst,
City of Beaverton, OR
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Sharks, Recs, & Techs: Who Makes the Rules, Who Holds the Tools, & How We Work Together
What does it mean to “archive a record”? Ask a records manager, a lawyer, or an IT professional, and you’ll likely get three very different answers, each delivered with confidence and maybe a touch of exasperation. While lawyers craft the "rules" and IT holds the "tools", records managers are often caught in the middle, acting as translators, referees, or even peacekeepers in the great battle of information governance.
Join us for this lively and enlightening session where we’ll unravel the mysteries of how these fields approach records, why they sometimes seem to speak different languages, and how we can work together without sending each other into a frenzy. Through real-world examples, a dash of humor, and a few "Aha!" moments, you’ll leave with a newfound appreciation for your colleagues, and maybe even a few negotiation tactics to use at your next cross-departmental meeting!
About the Speaker
Tyrene Bada, MLS, CRM (she/her) is a Systems Analyst for the City of Beaverton, wrangling information governance with the precision of an archivist and the enthusiasm of a librarian on a treasure hunt. She stumbled into records management at Portland Community College, where she built its first records program from scratch.
A past president of the Oregon ARMA Chapter, Tyrene served on the ARMA International Board of Directors (2020–2023) and now chairs the ARMA International Conference Education Committee. She also contributes to the ICRM as a CRM exam part writer.
Armed with a Master’s in Library Science from Emporia State University, she brings order to chaos—whether in data systems or theatre rehearsals. She proudly serves on the Board of Directors for the award-winning Broadway Rose Theatre and, as a professional cantor and chorister, spends her nights making music. In her downtime, you’ll find her napping or lost in Taylor Swift’s discography—her soundtrack for both productivity and relaxation.
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Ann Lewis
Records & Information Specialist, Legal Support
Federal Express Ground
Cheryl Ahrens Young, IGP, CSM, CSPO, CTT+, ermM, ecmP
Consultant
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OMG It’s Raining!!! Incorporating Business Continuity & Disaster Recovery in your RIM Program
The role of Business Continuity and Disaster Recovery (BC/DR) is to minimize the effects of outages and disruptions on business operations. BCDR practices enable an organization to get back on its feet after problems occur, reduce the risk of data loss and reputational harm. When done well, BC/DR as a background process improves daily operations while decreasing the chance of emergencies.
Disaster Recovery is an established function in many IT departments with respect to individual systems. However, BCDR is broader than IT, encompassing a range of considerations, including identifying the records needed in crisis management, obligations of the organization and monies owed both by the organization and to the organization.
Cheryl Young and Ann Lewis will be presenting jointly to bring you insights on BC/DR from a practitioner's and a consultant's experiences.
About the Speakers
Ann Lewis: As an Enterprise Program Management (EPM) Expert, Ann specializes in corporate technology, and provides company guidance, governance and standardization processes for content and information management to ensure "best practices" tools and techniques are aligned with a companywide strategy.
With over 20 years’ experience in the field of records and information management, my area of expertise specializes in building "ground-up" records, document and content retention processes companywide via Enterprise-wide technology. The "Virtual" office she focuses on allows remote employees tracked access through appropriate ECM systems, uniformed processes, policies and procedures while ensuring information is available during and after a disaster.
Ann’s experience with disasters range from poor environmental controls in storage facilities resulting in moldy records to earthquakes, labor strikes and activity tracking programs that resulted in overwrites instead of appending new information.
Cheryl Young: Cheryl has been active in the records and information management field since 1984 as a business process consultant, trainer, records manager, information analyst, contracts manager and project manager with specific expertise in RIM projects and Lean process analysis.
Ms. Young is a current Information Governance Professional, certified Scrum Manager, certified Scrum Product Owner, certified Technical Trainer, former Certified Information Professional, certified Accounts Payable Manager (with Distinction), and a Certified Document Imaging Architect+. She also holds certificates in Lean methodology, Enterprise Content Management and Electronic Records Management. Cheryl was twice the President of the Orange County Chapter of ARMA International, a past Chair of the ARMA International 2004 Conference in Long Beach and is past ARMA Pacific Region Manager, encompassing California, Arizona, Nevada, Utah and Hawaii. She is also a member of the Project Management Institute, DAMA, ASQ, AIIM and IOFM.
Cheryl was on the teams which created the records retention module for Digitech PaperVision and for FileBound. She has developed retention schedules for charities, law firms and local government organizations as a foundation for RIM and IG programs. She has also participated on RIM teams for Fortune 5 companies to build compliant, litigation ready programs.
Cheryl’s experience in business continuity planning and disaster recovery dates back to 1987 when a filing systems client’s ceiling fell in due to the weight of file boxes stored in the attic of the building. Since then she has worked to remove as much of the paper from the process! She is also a supporter of TreePeople in Southern California.
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Jake Margolis, CISSP
Chief Information Security Officer (CISO), Metropolitan Water District of Southern California
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Don't Pay the Price: Guarding Records from Ransomware Threats
Ransomware poses an escalating threat to digital records, risking data loss, operational disruptions, and reputational harm. In this session, we'll explore essential strategies for protecting records management systems through proactive cybersecurity practices. Attendees will learn practical approaches such as secure backups, encryption of stored records, access control best practices, and employee awareness training to minimize vulnerability. Join us to discover actionable methods for defending your organization's critical information assets against the growing ransomware threat.
About the Speaker
Jake Margolis is the Chief Information Security Officer for the Metropolitan Water District of Southern California (MWD). MWD provides water to over 19 million people in Southern California through 26 member agencies. While serving at Metropolitan, he has overseen the implementation of foundational zero trust network access programs and the creation of MWD's cybersecurity operations center. Jake was recognized as one of Cyber Defense Media's top CISOs for 2024. Prior to joining MWD, he served as the CISO for the County of Orange in California. In his capacity as the County of Orange CISO he has oversaw the development and implementation of multiple countywide cybersecurity initiatives that lead the County to receive an award from the National Association of Counties for its Cybersecurity Program in 2018. During his military service Jake was the Information Assurance Manager for the California National Guard and California Military Department and served in Command and Primary Staff capacities as a US Army Officer.
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Sandra Serkes
CEO, Valora Technologies
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Auto-Classifying the Three R's: ROT, Records, & Retention
As the volume of data continues to grow within our corporate data environments, it becomes increasingly more complex to navigate, locate, and manage data in siloed data repositories. In this presentation we will delve into the transformative aspects autoclassification technology has on these three critical areas. Whether you are a records manager, IT professional, or data governance officer, this session will equip you with the knowledge to leverage autoclassification for a more robust and efficient records and information management system.
ROT: See how autoclassification technology can be used to identify and mange Redundant, Obsolete, and Trivial (ROT) information, and learn about the significant benefits of purging unnecessary data which not only frees up valuable storage space but also streamlines data management and enhances data protection efforts.
RECORDS: We will discuss the intricacies of managing records efficiently, ensuring that vital business information is accessible and organized. Through the power of autoclassification, learn how to enhance accuracy, compliance, and information governance.
RETENTION: Understand how to automate retention schedules, reduce manual workload, and ensure compliance with legal and regulatory requirements.
About the Speaker
Sandra (“Sandy”) Serkes is a dynamic leader with an extensive background spanning over 20 years in entrepreneurship, software marketing, product management, and corporate strategy, particularly in information governance, predictive analytics, document data mining and processing, computer telephony, and speech recognition. A graduate of Harvard Business School and MIT, Sandy is a frequent industry speaker and panelist. She serves on the boards of several technology and analytics start-ups and was named a 2006 “Woman to Watch” by Womens’ Business magazine. Since the fall of 2015, Sandy has served as Adjunct Professor to the Columbia University School of Professional Studies, Knowledge Management Program, where she lectures on “Solving Information Governance & Knowledge Management Problems with Pattern-Recognition Technologies & Predictive Analytics.”
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Joe Shepley, CIPP/US
Managing Director,
Alvarez & Marsal
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AI Governance: a How-To Guide
Given the rapid adoption of AI by organizations across all sectors, the question of how to govern it effectively is top of mind for Information Governance professionals. However, the slow pace of AI regulation combined with the sheer number of non-AI laws and regulations that touch on AI make implementing effective AI governance a challenge. In this session, Joe Shepley presents a step-by-step approach to building your AI Governance program in a practical, scalable way. From creating an inventory of your current AI systems and the business processes that leverage them, to developing a regulatory crosswalk to document the laws and regulations your organization is subject to, to defining the specific controls needed to govern AI effectively, you'll leave the session armed with what you need to help your organization get AI Governance right.
About the Speaker
Joe Shepley is a Managing Director with Alvarez & Marsal Disputes and Investigations in Chicago. He specializes in information governance and data privacy. His primary areas of concentration are records and information management and data minimization. With more than 20 years of information governance experience, Joe has performed records and information management assessments, program modernization, benchmarking and large-scale data cleanup. He has helped organizations design and implement successful information governance programs, with a focus on meeting the retention and disposal requirements of U.S. and global regulations, such as California’s CPRA, the GDPR in the E.U. and NYDFS 500.13.
Joe earned a bachelor’s degree in English, religious studies and philosophy from Connecticut College and a master’s degree and a PhD in the history of Christianity from the University of Chicago. He is a Certified Information Privacy Professional U.S.; a member of the International Association of Privacy Professionals; an Advisor for the Health Sector Coordinating Council Working Group – Risk Assessment (TG-2); on the planning committee of the Western Energy Institute; and on the spring conference planning committee of ARMA Houston.
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Jason C. Stearns, FAI, CRM, IGP, CIPP/US, CIPM
CEO & Owner,
JCS InfoGov Consulting
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Navigating Change: Understanding the Shift from ARMA’s Information Governance Implementation Model v2.0 to v2.1
Discover the key updates and enhancements in ARMA International's Information Governance Implementation Model, transitioning from version 2.0 to 2.1. This session will provide a concise overview of the model highlighting the changes, implications for information governance professionals, and practical strategies for integrating the IGIM 2.1 into your organization's IG approach.
About the Speaker
Jason is the CEO and Owner of JCS InfoGov Consulting, Managing Director with Sharer Law and LexShift, Senior Practice Lead at Arrayo, and Co-Founder and Co-Owner of mosaIQ. A recognized leader in the information governance space, Jason served on the ARMA International Board of Directors from 2017–2022, including as President, and currently chairs both the ARMA International Content and Standards Development Committee and the IGIM Revision Working Group. He has also served as Chair of the IGP Board of Directors and President of the ARMA Metro NYC Chapter.
Jason’s career includes senior roles in information governance at BlackRock, Citadel, UBS AG, and New York Life Insurance Company. Today, he balances multiple roles across consulting, professional services, and legaltech development.
Jason holds a Master’s in Legal Studies in Cybersecurity and Information Privacy Compliance from Drexel University's Thomas R. Kline School of Law, an MS in Applied Information Management from the University of Oregon, and a BA from Binghamton University. He is a certified IGP, CIPM, CIPP/US, CRM, and holds several other industry credentials. In 2024, he was honored with induction into the ARMA International Company of Fellows (FAI).
Outside of work, Jason is a dedicated yogi who travels often—especially for yoga retreats and the occasional adventurous escape. He lives in New York with his four cats (Jinkx, Shadow, Raven & Miss Baby Jane) and an ever-growing indoor jungle of plants. When he's not on the mat or a plane, you’ll likely find him in the kitchen experimenting with new recipes, catching the latest episode from the global RuPaul’s Drag Race franchise, or debating the finer points of AI, compliance, and privacy.
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Natausha Wilson, Esq., CRM, IGP, CIPP/US, AIGP
Privacy & Data Protection Director
Golden 1 Credit Union
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Information Governance's Higher Purpose
The practices of yoga and information governance have more in common than one might think. Using Mihaly Csikszentmihalyi’s positive psychology theory of FLOW, we’ll explore how efforts to bring oneself in alignment, strengthen the sense of connectedness among colleagues, and build legacy that goes beyond programmatic elements can reveal the higher purpose of information governance.
About the Speaker
Natausha Wilson is an attorney with over 15 years of expertise in information governance, privacy, and risk management across multiple sectors. She excels in developing and implementing comprehensive compliance governance frameworks and educating staff at all levels about data handling and regulatory compliance. Currently, Natausha is the Director of Privacy & Data Protection Oversight at Golden 1 Credit Union. Just prior to that, she built the framework for an enterprise-wide information governance program as a Director (Legal) at Qualcomm. Natausha holds CRM, IGP, CIPP/US, and AIGP certifications and is licensed to practice law in California and New York.
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