Conference Speaker Biographies
(Alphabetical by Last Name)
Sr. Vice President
Mike Alsup founded Gimmal, a leading ECM and RM solution provider. Previously, Mike worked for Accenture and Booz Allen, and co-founded two Systems Integrators, BSG and Align Solutions. He was a 2008 Ernst & Young Entrepreneur of the Year in IT Services. He blogs in the AIIM Communities on SharePoint topics.
Fulbright & Jaworski LLP
As a Senior Counsel in Fulbright & Jaworski’s Houston office, Keith Angle assists clients with their e-discovery and information governance needs, particularly record lifecycle issues. Among other things, Keith prepares record retention policies and procedures; record retention schedules; data disposition processes and procedures; litigation hold and record preservation notices; and document review management procedures.
Keith handles or supervises the handling of client training, audit and certification procedures, including technical procedures and quality control guidelines, to ensure compliance with legal and regulatory requirements, and also consults with clients regarding the proper disposition of company records.In addition, Keith consults with clients and their IT personnel on e-discovery matters. He is often called on to help in complex litigation discovery projects, including electronic and paper collections, on-line reviews, and electronic and paper productions for large national clients.
Global Director of Practice Support,
Fulbright & Jaworski LLP
Florinda Baldridge is the Global Director of Practice Support in the Houston office of Fulbright & Jaworski L.L.P. Fulbright (and its Practice Support organization) is one of the earliest adopters of predictive coding technology. In addition to the technology component of predictive coding, Florinda spearheaded the development of processes, benchmarks, and workflows that effectively leverage these new tools to defensibly reduce document review costs.
Most recently, Florinda leads the Firm’s Litigation Efficiencies and Innovations program which is focused on process improvement, knowledge management, budgeting and legal project management.She is a frequent speaker at conferences throughout the country on a broad range of topics, including, Records and Information Management, emerging legal technology, predictive coding, process engineering and project management in eDiscovery. Florinda is a founding member of the Electronic Discovery Reference Model (EDRM), and was named a "Global Tech Top 100 Leaders” as identified by an industry poll.
|Jason R. Baron|
Director of Litigation, National Archives and Records Administration (NARA)
|Jason R. Baron has served since the year 2000 as Director of Litigation for the National Archives and Records Administration. Mr. Baron formerly held the positions of trial attorney and senior counsel in the U.S. Department of Justice, where during the 1990s he acted as lead counsel in landmark litigation involving the preservation of White House e-mail. He is an immediate past co-chair and current steering committee member of The Sedona Conference® Working Group on electronic document retention and production, and has served as an editor-in-chief on three Sedona commentaries. He was a founding co-coordinator of the U.S. National Institute of Standards and Technology TREC Legal Track, a founding co-organizer of the "DESI” (Discovery of ESI) workshop series devoted to search issues, and a Visiting Scholar at the University of British Columbia.|
Mr. Baron is currently an Adjunct Faculty member at the University of Maryland, wherehe teaches e-discovery in the graduate College of Information Studies. He recently was appointed to the position of Outside Director on the Board of Directors of ARMA International, and also serves on a number of advisory boards, including to the Georgetown Advanced Institute on E-Discovery. Among his publications is "Law in the Age of Exabytes: Some Further Thoughts on ‘Information Inflation’ and Current Issues in E-Discovery Search,” published in the Richmond J. of Law and Technology (2011) (available online). During his time in public service, Mr. Baron has received numerous awards, including from the Department of Justice, the Archivist of the United States, the National Security Council, the Department of Health and Human Services, and the Social Security Administration. He was the 2011 recipient of the international Emmett Leahy Award, recognizing his career contributions in the field of records and information management, and also was a recipient of a Fed 100 award in 2008 for his e-discovery advocacy. Mr. Baron received his degrees from Wesleyan University and the Boston University School of Law.
|Dr. Ann Bennick, CRM|
|Dr. Ann Bennick has more than 30 years of experience in developing and implementing systems, programs, and training in records/information management. She has been effective in high-level corporate management roles, as an in-house consultant for two multinational energy companies, and has also worked with small and medium businesses. She currently operates a records/information consulting business for the Greater Houston Area and in the Ark-La-Tex from Pine Needle Lodge on Caddo Lake in East Texas.|
|Christine M. Burns|
Senior Consultant, Cohasset Associates, Inc.
|Christine M. Burns has been a consultant with Cohasset Associates, Inc. for over 30 years, working with many clients to develop and update comprehensive records management programs. Since 1992, she has been Co-chair of the National Managing Electronic Records Conference (MER) and was a senior editor of The Sedona Guidelines: Best Practice Guidelines & Commentary for Managing Information & Records in the Electronic Age.|
Susan Cisco, PhD, CRM, FAI
Susan Cisco, Ph.D., CRM, FAI, is a Director in Gimmal Group’s Enterprise Content Management services organization. Susan brings more than 30 years of experience in the records and information management field as a practitioner, educator, and consultant. She has successfully consulted with companies in multiple industries, including oil and gas, hospitality, healthcare, insurance, utilities, and government. Susan holds an M.L.S and Ph.D. in Library and Information Science from The University of Texas at Austin. She is a member of ARMA International, and in 2000 was named as one of ARMA’s Company of Fellow award winners.
|David Culbertson, CSDS|
David Culbertson is a Certified Secure Destruction Specialist (CSDS) and is a Document Destruction industry expert serving the industry for over 27 years. He previously served 16 years as President & CEO of Texas Shredding Company, and 3 years as a leading industry consultant. He is currently serving as the Executive Vice President & Chief Operating Officer for AmeriTex, a data security company based in Houston, Texas providing records storage, data & product shredding as well as hard drive destruction services. David has written numerous articles for various national publications and is a very experienced public speaker presenting data destruction topics on the local and national level to various organizations including but not limited to:
- ARMA (Association of Records Managers & Administrators)
- ASIS (American Society for Industrial Security)
- NAID (National Association for Information Destruction)
- PRISM International (Professional Records & Information Services Management)
David served on the National Association for Information Destruction’s board of directors for 9 years including 2 years as the organization’s President from 2000-2002. This time period was during the infamous Enron & Arthur Anderson fraud scandals. David’s company (Texas Shredding) at the time was the primary shredding vendor for Enron and as NAID President was interviewed by many international news organizations. It was also during this time that David was instrumental in helping pass the NAID Certification program which is now regarded as the highest security standard in the industry. If all of this were not enough, he also holds the highest award given to individuals in the industry and is one of only two individuals to have ever received the "Lifetime Honorary Member of NAID” award.
Currently, David still holds two leadership positions within the industry:
The NAID Certification Rules Committee: Charged with all new rule making endeavors to the NAID Certification program whereby members in good standing can have their operations continually audited and certified by NAID in all areas of data destruction security.
The NAID Presidential Advisory Board: Made up of all past NAID Presidents that are still active in the industry which serves to give advice and historical perspective to the current NAID President as needed.
|Steve DeClue, CRM|
Manager, Data Management,
|Steve DeClue has over a 30 year career in Records, Data and Information Management. He holds an MLS, CRM, ERMMand is studying for his CIP certification. He is currently responsible for global physical records management and technical reference/research for Hess Corporation. He is a past Membership and Education VP at ARMA-Houston.|
Records Management Officer and Systems Architect, Information Technology Department, County of Galveston
|A former Air Force classified records manager,Ryan Ellis received his master's degree from American Military University, and is currently leading Galveston County's organizational RIM program for greater efficiency and compliance through records and process management. He is an AIIM Certified Information Professional (CIP), holding additional certifications in both Enterprise Content Management and Business Process Management.|
|Brian Grear, CRM|
Brian Grear is the Lead ECM Analyst in the Records and Information Management (RIM) department at Apache Corporation. Responsibilities include assisting in developing, implementing, administering, maintaining, and supporting the RIM Program at Apache including policies and procedures, classification schemes, taxonomies, records retention and disposition, personnel training, onsite and offsite storage, imaging, business analysis and technical research to develop effective RIM strategies, and recommending and providing high-quality, optimal solutions for RIM and ECM needs throughout the company including areas of scanning, OCR, email management, automated classification, retention, e discovery, workflow, integration tools, and document management repositories. Prior to joining the RIM department Brian was a Software Engineer for over 20 years in a variety of responsibilities at several companies including Apache. Brian has a BS in Computer Science from the University of New Mexico and has an MBA from the University of Phoenix.
VP and General Manager, Document Management Services,
Recall North America
Rob Hamilton currently serves as Vice President and General Manager of Document Management Services (DMS) for Recall North America. Prior to transitioning into this role in August 2011, Rob was living in Asia and had dual roles. He was the General Manager for Recall Hong Kong and was the Regional Sales & Marketing Director for Asia.
Rob joined the Brambles family of companies in 1998, when he accepted a role in Customer Service for CHEP, Recall’s sister company. While at CHEP Rob was promoted into a variety of responsibilities in Customer Service, Operations and Sales over a 10 year period. In January 2009, Rob transitioned into the role of Global Director of Contract Compliance for Recall. Rob is international Business Leader who has worked in China. He holds a MBA from Pepperdine University's Graziadio School of Business and Management in Leadership & Managing Organizational Change and an undergraduate degree in Marketing from Miami University's Farmer School of Business.
|Tad Howington, CRM, FAI|
Senior Records Manager,
Tad Howington has nearly 30 years of experience in various aspects of records and information management. He has managed and directed enterprise-wide records and information management programs at LCRA and ERCOT in Austin, Tarrant County in Fort Worth, and CenterPoint Energy in Houston. He currently is the Senior Records Manager at Copano Energy.
Tad received his Bachelor of Arts (BA) in History/English from the University of New Mexico. He also holds a Master of Arts (MA) in History/Archival Administration from the University of Texas and a Master of Library and Information Sciences (MLS) from the University of North Texas. He is a Certified Records Manager.
A member of ARMA for 25+ years, Tad has served in numerous leadership positions on the Local, Regional and International levels. Highlights of his local ARMA involvement include two terms as President of the Fort Worth Chapter and seven years on the Austin Chapter Board of Directors. He also served on the ARMA Houston Board, most recently as Executive Vice President. In addition, Tad is on the Board of Trustees of the Alice L Haltom Educational Fund.
Throughout his ARMA experience Tad has had the opportunity to serve on various International Committees, including Standards and Development, Membership, Strategic Planning and Finance. He served three years as the Southwest Region’s Director, representing the region on ARMA International’s Board of Directors. From 1999-2000, Tad served with distinction as President of ARMA International.
Tad received ARMA International’s Distinguished Service Award in 2001 and was inducted into ARMA’s Company of Fellows in 2002 for his continued service to both the Association and to the profession of records and information management.
Tad has taught records and information management courses at Dallas County Community College, Austin Community College and in the Graduate School of Library and Information Sciences at the University of North Texas. He has also served as an Adjunct Instructor of Records Management in the Graduate School of Information at the University of Texas at Austin. In addition he has conducted over 90 seminars and workshops throughout the United States, Canada, Japan, Mexico and New Zealand.
|John Isaza, Esq., FAI|
John Isaza, Esq. & FAI is a California-based attorney and partner of Rimon PC, where he heads the an international records and information governance (RIG). Mr. Isaza is widely recognized as one of the country’s foremost experts on information governance, electronic discovery, the revised Federal Rules of Civil Procedure and other RIG issues. Mr. Isaza has developed information governance and records retention programs for some of the most highly regulated Fortune 100 companies, including related regulatory research opinions.
Prior to forming a RIG practice, Mr. Isaza served as in-house General Counsel to a publicly traded medical device manufacturer, now owned by Abbott Laboratories. Mr. Isaza also has over a decade of experience as a trial lawyer specializing in business, environmental contamination, products liability and construction defects.
Mr. Isaza co-authored 7 Steps for Legal Holds of ESI & Other Documents released in July 2009 and he is a contributing author in the ABA’s Internet Law for Business Lawyers released in July 2012. Mr. Isaza is the 2008 recipient of ARMA’s prestigious Britt Literary Award, and his writings have been featured in The American Lawyer’s Law.com. In 2011, Mr. Isaza was inducted as Fellow ARMA International.
VP and GM Archiving and Governance,
|Darren Lee is responsible for Proofpoint’s Information Governance business unit. Before joining Proofpoint, Mr. Lee served as the Founder and CEO of NextPage, a leading provider of Information Governance solutions. Having raised over $60M to fund various startups, Mr. Lee has vast experience in defining markets, creating products, executing acquisitions, and driving revenue to build viable businesses. Mr. Lee has been named a member of the vSpring Capital top 100 Venture Entrepreneurs for the last seven years, and he currently serves as a board member for the state of Utah's Technology Commercialization and Innovation Program. Mr. Lee holds a B.S. in Electrical and Computer Engineering from Brigham Young University.|
VP and General Manager, Document Management Services,
Recall North America
|Mark Madej has served the Information Management Industry since 2007. During his tenure at Recall, Mark has held several roles of increasing responsibility to include Information Center Manager in Charlotte, Mid-Atlantic Market Operations Manager, Director of Operations Support for North America and currently the RFID Program Director for Recall Americas. Mark has had several significant accomplishments while with Recall; specifically to RFID, Mark led the execution of the first carton level audit in the Information Management Industry. Mark is currently devoted to developing additional customer value-added solutions within the Information Management arena. Prior to Recall, Mark spent 5 years in the United States Army as a Ranger Qualified Infantry Officer and is a Veteran of Operation of Iraqi Freedom. Mark holds a Bachelor of Arts from the University of North Carolina at Chapel Hill, is a certified Six Sigma Green Belt and ERM Practitioner.|
|Yves Marleau is the President and CEO of Cogniva
Information Solutions in Gatineau, Quebec. Mr. Marleau is a regular contributor
and speaker at North American ARMA events and is the creator of the patented
ISIS Methodology and ISIS toolkit. He has global experience in providing
strategic advice to private and public organizations within the sphere of
Information and Enterprise Architectures for such notable organizations as the
IMF, the UN, L'Oreal and the Canadian military.|
Energize Your Outlook
Laura Moralesis the founder of Energize Your Outlook, an appropriate name for her business, as she is blessed to have a lot of energy and always seems to have a positive outlook on life. She is often referred to as "lighting up a room with her presence and bringing new life to an otherwise dull environment”.
Laura is passionate about people and about helping others. She believes that there are no coincidences in life. Indeed, it was a life-changing childhood experience in the sixth grade at Sharp Elementary in Brownsville, Texas that had a monumental impact on her life’s purpose to make a positive difference in the lives of others.
Laura spent 22 successful years working for AT&T and Sprint in a variety of positions including retention and high growth sales management, support management, marketing and international business development. In 2005, Laura decided to strike out on her own. When deciding on exactly what she wanted to do, she felt strongly that her business needed to be "people centric” because it was through people and relationships that she had built over the years that fueled the energy and success she experienced in her telecom career. Hence, Energize Your Outlook was established. The business initially focused primarily on coaching individuals and teams for leadership and professional development, and has since evolved into more motivational speaking and training in the area of networking and interpersonal communication skills. She loves what she does!
Not only does she bring a wealth of knowledge and understanding to her clients, she provides a level of professionalism and enthusiasm that is rarely seen. From a personal side, Laura has a soft spot in her heart for motivating young, Hispanic girls to stay in school and get a college education. She credits her mother, aunts and grandmother for encouraging her to do well in school and obtain a college degree. It would be the ticket to a better life, and it certainly has provided many, many opportunities for her that she might nototherwise have had.Laura is also active in her community. She is the Chairman of the Membership Committee of the Women’s Business Enterprise Alliance (WBEA) and was the Co-Chairman of the Connect Subcommittee. She is a Special Projects Committee member of The Professional Group (TPG) Houston. Laura also served as Treasurer on the Board of Directors for Harris County, Texas, Protective Services for Children and Adults for two of three years in which she served on that voluntary board. Additionally, she was a working active member of the Houston Junior Woman’s Club volunteering time and service to Texas Children’s Hospital, Ronald McDonald House and Bayou Bend.
Cannon Business Process Services, Inc.
|Ken Neal is certified Enterprise Content Management Practitioner. He has more than 20 years of corporate communications experience including implementing programs for IBM, BearingPoint and currently Océ Business Services. Mr. Neal has published articles on effective communication in media outlets such as US Business Review and ARMA’s Information Management magazine. He has also presented on effective communication at the 2008, 2010 and 2011 ARMA annual conferences as well as the New York Real Estate Institute and Business Development Institute.|
|William S. (Bill) Perry, CRM |
Lead Records and Information Analyst, Statoil USA
|Bill Perry is currently working for Statoil North America as Lead Records and Information Management Analyst. Statoil is a Norwegian oil and gas company with operations in more than 30 countries around the world. In this role he is leading an effort to address North America specific legal and regulatory risks through upgrades to existing Statoil information management policies, processes and tools. This includes working with IT and Legal to address the challenges of a distributed and mobile workforce through effective policies and Mobile Device Management (MDM) tools.|
|Julie Prochnow, ERMM|
Director of Operations/Consultant PacoTech, Inc.
Julie Prochnow has twenty plus years of experience in Records and Information Management. She has been employed with PacoTech, Inc. since 1995. For eleven of those years she was Project Manager in two outsourced oil and gas file rooms with five to sixty employees. She currently is a Directory of Operations - Consultant specializing in oil & gas records, retention scheduling, data migrations and imaging technology.
Julie has been an active member of ARMA since 1998 where she served as Conference Exhibit Manager for three years. She is currently serving as the Treasurer for the ARMA Houston Board of Directors. She also served 2 years as a trustee to the Alice L. Haltom Educational Fund (ALHEF). She has been a member of the Southwest Chapter of AIIM since 2009 and is currently serving as chapter Treasurer. Julie earned an Electronic Records Management Masters Certification in 2009. She earned a BS from the University of Houston.
|Penny J Quirk, ERMm|
Director, EIM Practice,
Robbins Gioia, LLC
Penny Quirk has over 30 years experience in Records & Information Management, Enterprise Information Management. She has successfully implemented and deployed programs for document imaging, content management, physical and electronic records, vital records, historical records, litigation support, and business process audits. Specializing in Energy (oil & gas, and service companies), Manufacturing, Automotive, and Telecommunication industries
Penny has expanded her expertise to include Information Technology and SharePoint arena as well as Corporate Compliance components toward the development of a comprehensive Enterprise Information Management Program. In order to incorporate all of these various components, Penny uses a combination of processes and workflow methodologies, customized toward the client's need and industry. These methods include organizational change management, business process management, project and program management to ensure successful adopters and continuous improvement.
Penny is a recognized presenter, trainer and author of numerous presentations and published articles. She holds a BA in Business Management, MBA in Business Administration; Minor in Psychology; along with certifications for ERMM, and CompTIA Security+. A longtime member of ARMA International, Penny has held office at the international and chapter levels. Other professional organization membership includes ISACA (Information Systems Audit and Control Association), PMI and AIIM. Currently employed with Robbins-Gioia, LLC as the Director of the EIM Practice group, where she is responsible for EIM services for Commercial and Government entities.
|Tom Reding, CRM|
Principal, Information Governance Solutions, EMC Corporation
Tom Reding is a recognized authority on Knowledge, Content, Document & Records Management, Data Governance, Litigation Support and Privacy. In his role as a Principal in EMC’s Information Governance Practice, Tom works with EMC’s customers to help them solve their challenges with regulatory compliance, litigation support and privacy.
Tom is a long-time member of ARMA, AIIM & NIRMA. Tom has received industry-wide recognition as an author, presenter and contributor to industry standards and guidelines.
Prior to joining EMC, Mr. Reding spent over ten years consulting with Fortune 500 companies and public sector clients. Prior to that, Mr. Reding spent 25 + years practicing regulatory compliance and litigation support in some of those same Fortune 500 companies and federal agencies. Tom is a Certified Records Manager.
Access Sciences Corporation
John Rhoades is the Vice President of Strategy and Transformation at Access Sciences Corporation. He has over 15 years of experience leading change programs for both global and regional clients, preparing organizations for the implementation of large-scale information systems and records management programs. John serves Access Sciences and clients as an organizational leader, methods developer, program lead, program advisor, and quality assurance lead. John is certified by the Society for Human Resource Management as a Senior Professional in Human Resources (SPHR), and holds a Certificate of Management in Energy from Jones Graduate School at Rice University. John is a graduate of Maryville College and Purdue University.
|Donna Rose, CRM|
Global Records and Information Manager, Apache Corporation
Donna Rose is the Global Records and Information Manager responsible for Enterprise Records Management (ERM) and Enterprise Content Management (ECM) strategies and programs for Apache Corporation. Her areas of expertise include RIM strategies, records retention, technical records program development, records storage operations, business process analysis and business process management (BPM).
Donna has a BA from SE Oklahoma State. She has presented various RIM topics at ARMA Houston conference and Chapter meetings; ARMA Internationals conferences and web-seminars and served on ARMA’s standing committees. Donna has also presented topics at various DOE RIM, Digital Plant; Geotechnical Conferences.
Vice President and Practice Leader,
Joe Shepley is a strategy consulting professional living and working in Chicago. In his current position as Vice President and Practice Leader at Doculabs he focuses on helping organizations improve how they manage information using technology and processes.
|Judy Vasek Sitton, CRM|
Director of Information Governance,
Judy Vasek Sitton has thirty-five years of experience in Records and Information Management and has been a Certified Records Manager for more than twenty-five years. She holds a BA from Our Lady of The Lake University in San Antonio, TX.
Judy is currently Director of Information Governance - Consultant for PacoTech, Inc, a full service information management consulting and outsourcing solution provider, where she has been employed since 1995. Prior to joining PacoTech, Judy designed, implemented and managed record systems as an employee for oil and gas companies, a multinational information technology manufacturer and a world-class health care institution.
An active member of ARMA International for over thirty years Judy credits ARMA with much of the incredible networking and RIM education she has received. She is Past President of the Houston Chapter and is a past board member of the Institute of Certified Records Managers Board of Regents.
Judy has authored several articles for national publications. Her article, "When the Right to Know and the Right to Privacy Collide” about the posting of personally identifiable information on the internet from public sources is required reading for multiple university classes in the United States. She is co-author of Active Filing for Business Records, Second Edition, scheduled to be released by ARMA International later this year.
Records Management Officer,
Fort Bend County, Texas
Nancy Sparrow is recently-named RMO of Fort Bend County, Texas, and long-ago-designated RMO of her own life. She’s more organized and diligent in the first role. A certified Texas Master Naturalist™, Nancy is a committed – perhaps compulsive – water conservationist, harvesting rain and shower water for irrigating her yard’s native plants.
Managing Director, Consulting Services,
|Sue Trombley, MLIS, director of consulting at Iron Mountain, has more than 25 years of information technology and records management and information management experience in a variety of industries. Her specialties are enterprise information management strategy, e-mail management strategy, and electronic records roadmap development. Trombley holds a master’s degree in library and information science and is a frequent speaker at association events and webinars.|
|Anne Tülek |
President and CEO,
Access Sciences Corporation
Anne Tülek is President and CEO of Access Sciences Corporation. Anne has more than 20 years of experience improving how organizations use information and technology. She has worked domestically and internationally, serving a variety of industries including energy, chemicals, utilities, financial services, health care, manufacturing, retail, and consumer products. In addition to guiding and advising on information management and technology programs for clients, Anne spent many years implementing ERP programs, data warehousing technology, and early generation company portals. Anne is a graduate of Sam Houston State University, and she received her MBA from the University of Texas.
Shook Hardy and Bacon, LLP
|Richard Watersis the Records Supervisor for the Houston Office of the international law firm of Shook, Hardy and Bacon, LLP. Beyond Records he assists the firm in Marketing, Client Development, trial and library. Richard holds a BA in Political Science from the University of Houston and has previous records experience in several departments of government, working in the capacity of Records Administrator for the City of Houston and has been on various consulting teams on projects for major oil and gas companies.|