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September 2018 Monthly Luncheon
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Applying Your Retention Schedules to Electronic Records in your ECM System

 Export to Your Calendar 9/26/2018
When: Wednesday, September 26, 2018
11:30 am
Where: Map this event »
Hess Club
5430 Westheimer Way
Houston, Texas  77056
United States
Contact: Frank Lerma


Online registration is available until: 9/26/2018
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Program on Applying Your Retention Schedules to Electronic Records in your ECM System

So you have a Document Management or ECM program. Now that your records are electronic and no longer in paper form, do you keep them forever?  Best practices suggest you should apply the retention schedules you developed for your paper files to your electronic records.  This session will address electronic records management.  It will cover the ways in which you can manage your electronic records according to your retention schedules or the Texas State Library schedules which serve as the basis for your records retention. We will discuss how you apply these schedules to individual records or groups of records using both date-based and event-based retention concepts.

Biography of Tom Forsyth, CRM

Tom Forsyth, CRM, is an ECM Solutions Consultant for DataBank IMX with over 38 years in the document and records management field.  Tom began his RIM career in micrographics with Lanier Worldwide where he worked for 21 years.  Tom has been with DataBank since 2001 providing complete document management services and solutions in the Southwest Region. Tom helps organizations to achieve maximum benefits from a successful deployment of ECM. His knowledge of records and information management puts him in a unique position to help organizations transition from paper-based to electronic systems.

Tom served on the ARMA Southwest Region Team from 2010-2018.  He has also served as President, Senior VP, VP Public Relations, Immediate Past President, Past President and ICRM Liaison for the ARMA Dallas chapter.   ARMA has had a positive impact on Tom’s career development.  The CRM Seminars, Study Sessions and Mentoring provided by ARMA and the Dallas chapter were instrumental in his success in passing the CRM exams on his first try in 2003.   Tom has served as an instructor for the Part V of the CRM exam at many of the Southwest Region CRM Conferences since 2005. He has also been an instructor for local CRM study groups and provided educational programs for many of the chapters in the Southwest Region. 

Please join us for our FREE Workshop at 10am to 11am also at the HESS Club or via live broadcast at Newfield Exploration:

Woodlands Location - Newfield Exploration Map Click Here

Newfield Exploration

4 Waterway Square Pl #100
The Woodlands, Texas 77380

Hess Contact-Frank D. Lerma - fdlerma64@gmail.com

Woodlands Contact: Kanada Hardy-khardy@newfield.com

 

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