Princeton University Princeton NJ
June 15th & 16th 2018
North East and Mid Atlantic Regions
ARMA REGIONAL LEADERSHIP CONFERENCE
Click here to learn more about visiting the campus, find maps, things to do, etc.
The Regional Leadership Conference Committee extends a huge Thank You to New Jersey Chapter Secretary and Board of Directors’ Member, Anne Marie Phillips, Records Manager of Princeton University, for coordinating our meeting space with Princeton University. We hope that being surrounded by such highly esteemed academia will rub off on our two days of training and learning. Conference Location Friend Center Building Convocation Room Princeton University Campus, Princeton, NJ 08540 (corner of Olden & William Streets, 1 block south of Nassau Street) History: Princeton University is a private Ivy League research university in Princeton, New Jersey, United States. Founded in 1746 in Elizabeth as the College of New Jersey, Princeton is the fourth-oldest institution of higher education in the United States and one of the nine colonial colleges chartered before the American Revolution. The institution moved to Newark in 1747, then to the current site nine years later, where it was renamed Princeton University in 1896.
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The Venue
Discounted ARMA Conference Room Rate $155.00 per night To book room in advance, Click Here or call (609) 921-7500 Remember to ask for the ARMA International discounted room rate. When it comes to describing the Nassau Inn, it could be said that the myth has been modernized. Their charming stone façade gives way to a spacious, stylish hotel awash in boutique comfort and sophistication. It is a place where visitors can host a cutting-edge sales presentation or gather ‘round the massive stone hearth for cocktails and conversation as Paul Revere and Thomas Paine did at their original 52 Nassau Street location nearly 260 years ago. www.nassauinn.com 10 Palmer Square East Princeton, NJ 08542 (609) 921-7500
The Nassau Inn
We have been fortunate to be able to leverage the hospitality of Princeton University’s Support Team in arranging conference accommodations with the Nassau Inn. A block of rooms has been set aside for the ARMA Regional Leadership Conference Team at the same rate that is offered to Princeton University for their events. The Nassau Inn is located conveniently within walking distance of the campus and our evening networking events. It will prove to be the perfect set up to accommodate our lodging needs for the upcoming conference.
Accomodations
COME EARLY FOR...
Special Discounted Rate for ARMA Attendees!
PRINCETON UNIVERSITY
Govern | Secure | Protect | Manage
A PREMIERE ALL DAY RIM / IG EVENT
INFORM
THURSDAY, JUNE 14 8:00 am - 5:00 pm Reception to Follow
Pertinent educational programming, intriguing business solutions and vital networking opportunities.
A LEGENDARY GASTRO PUB IN PRINCETON, NJ
Thursday, June 14th, 2018 from 6PM - 10PM Yankee Doodle Tap Room at the Nassau Inn $1.00 per person (includes 2 drink tickets & Hors d'oeuvres)
click here
Yankee doodle tap room
At tables parked invitingly close to the fireplace or out on the bustling patio overlooking Palmer Square, guests savor modern American gastropub cuisine complemented by 19 craft beers on tap, an excellent wine list and signature seasonal libations. The inscription carved into the wood beam above the Yankee Doodle Tap Room’s massive stone hearth dates back to 1756, when the English pub-style tavern welcomed its very first guests: "Rest Traveller, Rest, and Banish Thoughts of Care; Drink to Thy Friends and Recommend Them Here." This benediction of warmth and friendliness has kept our legendary restaurant among Princeton’s most popular gathering spots. Amidst a 13-foot-wide original Norman Rockwell mural and solid oak booths and tabletops bearing names carved by notable Princeton University figures like "Dr. Einstein," visitors and guests convene for everything from casual breakfast meetings to relaxing bus tour lunches and intimate couple’s night dinners. In addition to sports on six HD TVs, the Yankee Doodle Tap Room hosts seasonal craft beer tastings, live musical performances and other special events.
Thursday evening meet & Greet
The Keynote
Russ Stalters
www.GettingInformationDone.com http://www.linkedin.com/in/stalters @RUSSELLSTALTERS
Russell Stalters is an information governance subject matter expert with real-world experience designing and implementing some of the most critical information and data management programs. A retired Naval Aviator and CIO, former software company (TrueArc) President, and executive leader while at BP, he was hand-selected to lead the strategy and build the team to manage the data from the BP Deepwater Horizon Oil Spill. A regular industry speaker, noted author, and thought leader, he speaks at national and international conferences. In 2014, Russ was inducted into the Association of Imaging and Information Management (AIIM.org) Company of Fellows to recognize his expertise in the field of information management. Now, as a StoryBrand Certified Guide, Russ helps technology software and services companies use the power of story to attract their ideal clients and grow sales by not confusing them.
CEO, Clear Path Solutions
Madelyn Blair is a speaker, author, and executive advisor. She specializes in unlocking resilience in leadership for individuals and work teams needing to meet today’s complex challenges with greater ease – through narrative, resilience practices, and knowledge. Dr. Blair does leading work in the use of story for the last 20 years. She has studied and managed knowledge management projects for 40 years. She is a life-long learner. Among her positions, Dr. Blair is faculty at Columbia University, Associate of Taos Institute, blogger on Psychology Today, author of Riding the Current and Essays in Two Voices, and she has contributed to four other books. She holds a Ph.D. in Organizational Psychology from University of Tilburg, The Netherlands.
Madeline Blair PH.D
www.madelynblair.com http://www.linkedin.com/in/stalters @MadelynBlair
the Leadership speaker
Partner & Chair Records & eDiscovery Group
David is the chair of Reed Smith’s Records & E-Discovery Group. He has over 30 years of commercial litigation experience in a variety of subject matters. David serves as special e-discovery counsel in many cases, represents companies in complex litigation matters, and also counsels clients on records management and litigation readiness issues. David was involved in setting up the E-Discovery Special Masters (EDSM) program in the U.S. District Court for the Western District of Pennsylvania, and he has been appointed to serve as an EDSM in three separate cases by three different Federal judges. He also served on the Pennsylvania E-Discovery Rules Subcommittee, chaired by Allegheny County, PA Common Pleas Judge Stanton Wettick. In addition, David has designed and presented e-discovery training programs for judges and neutrals around the country; has authored numerous legal publications; and is a frequent presenter at continuing legal education seminars regarding e-discovery, technology, and litigation tactics. Prior to the move to American Mensa, Trevor served in various roles during his 8 years at ARMA International, association for records and information management professionals, with the most recent being that of Executive Director of Membership & Technology. Throughout his career, Trevor has been active in the association management profession as well as in industry events. He is currently involved with the American Society of Association Executives (ASAE). He was recently involved with the Kansas City Society of Association Executives (KCSAE) prior to his move to Texas for this position. He is now a member of the Texas Society of Association Executives (TSAE) and serves as a Director on the Dallas Fort Worth Society of Association Executives (DFWAE) board. He has also contributed to several publications and presentations around the country on various association management topics. Trevor earned the Certified Association Executive Designation in 2012. Trevor is a graduate of Columbia College in Missouri, where he obtained his Bachelor of Science in Business Administration in marketing and management. He completed his executive Masters of Business Administration degree from the University of Missouri-Columbia in May 2016. Trevor enjoys spending time with his family and friends. When not traveling for work he is normally found enjoying a new restaurant in town, catching a moving, riding his bike, or playing the piano.
David Cohen
Redefining the Roles of Association Leaders in a Rapidly Changing Environment
THE ARMA HQ TEAM!
Jocelyn Gunter CEO ARMA Intl.
Michael Haley ARMA Intl. Treasurer
Special Guest stars....
Heather Lehman Region & Chapter Mgr. ARMA Intl.
Michael re-joined Cohasset in 2018 after 4 years as Director, Records Management with Radian. He started working on Records Management during his career with Prudential Insurance. Michael develops cost-effective and practical solutions, demonstrating an ability to break down complex issues to effect simple solutions. Radian Group, Inc. – Refreshed, strengthened and streamlined the company-wide Records Management program including an update of the Retention Schedule. Automated retention controls have been implemented in Outlook and are being introduced on file shares. Cohasset Associates - Worked with clients to analyze their existing approach to managing active and inactive records. One project entailed the review of over 1.1 million boxes in 5 geographic locations. Operations were consolidated for efficiency and cost reduction. Prudential – Developed and implemented the enterprise records management program. Facing spoliation charges from a Federal judge, controls were developed and implemented; approximately 80,000 employees were trained within nine months. Education - Rutgers University; BA degree in Psychology New York University; MBA in Finance, with honors. Volunteer – ARMA Liberty Bell Board member 2014-2015 ARMA International Treasurer 2016 – Present Rutgers University Alumni Benefits Committee
As Chief Executive Officer of ARMA International, Jocelyn Gunter blends the magic of data and the art of human relations to achieve the best possible outcomes for the membership, the association and the Information management itself. With the explosion of data and information and access to them, Gunter is on a professional mission to help organizations (both public and private sectors) ‘connect the dots’ and find common ground in ARMA’s comprehensive approach to Information Governance with a critical foundation of Information management (which encompasses records management) and rooted in ARMA’s standards and principles. Gunter believes the result will be a new level of collective confidence and understanding in all areas, from terminology, to processes to roles and responsibilities, where information is impacting the world. Prior to this role Gunter served as Deputy Chief Executive of ARMA International. In this role, Gunter is credited with strengthening ARMA’s financial standing and refocusing the organization’s resources and efforts on the areas that best empower its membership and the industry; actions that promote the value of information and the profession, provide educational resources and industry metrics, and foster a sense of community that enables the kinds of networking and mentoring that help members meet their specific needs and goals. Gunter, an IGP and CPA, with a background in Not-For-Profit Finance and Attestation, was formerly the Interim Chief Staff officer at ARMA International, and before that its Chief Financial Officer. She also serves as the President of the Just Food, Inc. Board of Directors, a local food bank.
As the Region & Chapter Manager, Heather Lehman works diligently to facilitate the flow of information among the chapters, regions, and ARMA International, and she serves as the primary liaison for the region director and chapter advisor volunteer support roles. Heather also manages the support programs and resources to assist chapter leaders with the job of running a chapter, such as the Community Calls, Chapter Connections, and Chapter Central. Her work often focuses on the support activities that serve one of the three areas for either chapters or regions: education and training, membership and marketing, or governance and operations. Earlier, Heather served as the Manager of Member Services and Member Services Coordinator for ARMA International. These roles have helped her understand ARMA as a whole organization, and to help members and volunteers understand the organization as well. Heather is a CAE (Certified Association Executive) and has spent the last ten years working for membership associations, focusing on membership, programming, and volunteer experiences. She also volunteers for her local church and for Alpha Phi Omega, a national service fraternity.
June 16, 2018
Saturday Schedule
8:00-9:00
Breakfast
9:00-10:00
Enhancing the Member Experience
Trevor Mitchell
10:00-10:30
ARMA Treasury – Nuts & Bolts
Michael Haley
10:30-10:45
Break and Split out into Roles
10:45-12:00
ARMA Board Roles – Breakouts
Region Teams
12:00-1:00
Lunch
1:00-1:45
Making the Most of ARMA.ORG Data
ARMA HQ
1:45-3:15
Region Team Breakouts
Brad & Chris
3:15-3:30
Wrap-up
THE AGENDA
8:00-8:45
8:45-9:00
Kicking off the conference
Brad Davis & Chris Bednar
Keynote: Surprising Ways Leadership Makes IG Successful
10:00-11:00
ARMA Strategy and Planning Updates
Jocelyn Gunter
11:00-11:10
Break
11:10-12:00
AIEF & ICRM Reps
1:00-2:00
Leading with Resilience
Madelyn Blair
2:00-2:10
Chapter Innovations I
MidAtlantic Chapter
2:10-2:20
2:20-3:00
Building Your Board for the Long Haul
Mary Sherwin & Chris Bednar
3:00-3:15
Chapter Innovation II
Northeast Chapter
3:30-4:00
AIEF & ICRM Updates
4:00-5:00
Social Media: Tools, Use
Round Robin
FRIDAY Schedule
June 15, 2018
As the Executive Director, of American Mensa, Ltd. Trevor Mitchell provides leadership toward the achievement of the American Mensa’s mission, vision, strategy and annual goals and objectives. Trevor is responsible for the general, day-to-day administration of the affairs of the organization. He serves as chief executive officer for staff and the chief administrative officer for the Board of Directors (the American Mensa Committee or AMC) and its subsidiary Foundation (Mensa Foundation), and is charged with implementing policies and programs that benefit the society. In this role, Trevor works with the AMC in developing strategies which support the mission of American Mensa, developing and implementing the strategic goals and objectives of American Mensa, and enabling the AMC to effectively fulfill its governance function. Prior to the move to American Mensa, Trevor served in various roles during his 8 years at ARMA International, association for records and information management professionals, with the most recent being that of Executive Director of Membership & Technology. Throughout his career, Trevor has been active in the association management profession as well as in industry events. He is currently involved with the American Society of Association Executives (ASAE). He was recently involved with the Kansas City Society of Association Executives (KCSAE) prior to his move to Texas for this position. He is now a member of the Texas Society of Association Executives (TSAE) and serves as a Director on the Dallas Fort Worth Society of Association Executives (DFWAE) board. He has also contributed to several publications and presentations around the country on various association management topics. Trevor earned the Certified Association Executive Designation in 2012. Trevor is a graduate of Columbia College in Missouri, where he obtained his Bachelor of Science in Business Administration in marketing and management. He completed his executive Masters of Business Administration degree from the University of Missouri-Columbia in May 2016. Trevor enjoys spending time with his family and friends. When not traveling for work he is normally found enjoying a new restaurant in town, catching a moving, riding his bike, or playing the piano.
Executive Director/CEO American Mensa, LTD.
Website: www.TrevorMitchellCAE.com
TREVOR MITCHELL, MBA, CAE
Enhancing the member experience
Break sponsor
Networking Event sponsor
Bronze sponsor
Greater Washington DC Chapter
ARMA Metro New York Chapter
ARMA Northeast Region
Breakfast sponsor
Coffee and Snack sponsor
Regional educational sponsor
Thanks to our sponsors!
ARMA Tidewater Chapter
ARMA Pittsburgh Chapter
ARMA MiD-Atlantic Region
Regional leadership sponsor
ARMA New jersey Chapter
5:00 PM TRIUMPH BREWING COMPANY 133 Nassau Street Princeton, NJ 08542 www.triumphbrewing.com
$15 / person includes assortment of appetizers, buffet dinner, dessert, 2 drink tickets followed by open bar.
Friday Evening
DINNER AND NETWORKING EVENT
www.website.com
SUB-HEAD LINE GOES HERE
planning committee members
President
Don't forget to reserve your room at the Nassau Inn. $155 per night Call (609) 921-7500 and ask for the ARMA International room rate.
All chapters will register using the ARMA New Jersey chapter website and registration page.
REGISTRATION
Regional Leadership Conference (6/15 - 6/16) $100 per person Thursday Evening Networking Event (6/14) $1 per person Friday Evening Dinner & Networking Event (6/15) $15 per person INFORM all day RIM / IG conference (6/14) $125 per person
