MER 2012: Speakers

Christine Ardern is President of the Information Management Specialists, providing records and information management consulting services to both public and private sector organizations. Christine is a Past President and Fellow of ARMA International and a winner of the prestigious Emmett Leahy Award. She is an instructor at the University of Toronto's i-School institute and speaks regularly at national and international seminars and conference on electronic records management, e-Discovery, RIM strategy development and implementation and digital preservation.

Mr. Baron, formerly with the Justice Department, currently serves as Director of Litigation at the National Archives and Records Administration and is an Adjunct Professor at the University of Maryland's graduate School of Information Studies. Mr. Baron is a member of the Steering Committee and is an Immediate Past Chair of The Sedona Conference® Working Group on Electronic Document Retention and Production. He has served as named Editor of Chief of The Sedona Conference® Best Practices Commentary on the Use of Search and Information Retrieval Products in E-Discovery, and was also a founding co-coordinator of the NIST multi-year research project known as the TREC Legal Track. Mr. Baron is the 2011 recipient of the prestigious international Emmett Leahy Award for his career contributions in the field of information and records management.

Julia Brickell is executive managing director and general counsel of H5. In addition to overseeing the legal affairs of the company, including corporate governance and legal compliance issues, Ms. Brickell advises on corporate strategy. Prior to joining H5, Ms. Brickell was associate general counsel of Altria Client Services from 2000 to 2008. She focused on product liability litigation, risk assessment, and electronic data management. From 1998 to 2000, Ms. Brickell served as vice president and deputy general counsel of Philip Morris USA. Prior to joining Philip Morris, Ms. Brickell practiced at Davis, Polk & Wardwell in New York, where she handled antitrust, securities, professional malpractice, and commercial litigation. Ms. Brickell is a frequent lecturer on methods of evaluating and addressing the strategic challenges and risks posed to companies by the explosion of electronically stored information. She is on the board of Lawyers for Civil Justice and serves on the faculty of Columbia University's Executive Master of Science in Technology Management program. Ms. Brickell obtained her B.A. from Smith College and her J.D. from Columbia University School of Law.

Christine M. Burns is a Senior Consultant with Cohasset Associates. She has worked in the field of records and information management for over 30 years. At Cohasset, she has been responsible for designing comprehensive records management programs for clients in a wide variety of industries. Since 1992, she has been Co-chair of the National Managing Electronic Records Conference (MER). A frequent speaker, her recent presentations have focused on electronic recordkeeping issues and strategies to incorporate electronic records management best practices into new and existing records management programs.

Susan is a Director in Gimmal Group's Enterprise Content Management services organization. Susan brings more than 25 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.

Jim Coulson, CRM, is Partner, CCIM Consulting LLC, an international firm providing consulting services in information and records management. Previously, he was Managing Director, Huron Consulting Group who, in 2005, acquired the firm he founded in 1990, Records Improvement Institute LLC. Involved in records management for over thirty years, Mr. Coulson is co-author of the second edition of Records Management Handbook; is a Fellow of ARMA International; and a recipient of the Emmett Leahy Award, the highest global award in the field of records and information management.

Richard Cowen concentrates his practice in the areas of complex commercial litigation, including real estate, employment, and trust and estate matters. He represents both plaintiffs as well as defendants in a wide range of matters at trial, and in arbitration. The majority of Mr. Cowen's representation is on behalf of individuals and small to medium size corporations and partnerships. He holds a B.A. in Business from Northwestern University and a J.D. with high honors from the Northwestern University School of Law.

Dr. Galina Datskovsky is Senior Vice President of Information Governance at Autonomy an HP Company. She serves on the board and is President-Elect of ARMA International, a not-for-profit Records and Information Management education organization. Formerly she was Senior Vice President of Architecture at CA Technologies, responsible for corporate-wide architecture and design initiatives, General Manager of the Information Governance Business Unit and a Distinguished Engineer. She joined CA in 2006 with the acquisition of MDY Group International, where she served as founder and CEO. Galina is a Certified Records Manager (CRM) and is recognized around the world as an expert in records management and associated technologies, including the convergence of records and document management, email and physical records management, and federated records management. She has been widely published in academic journals and speaks frequently for industry organizations such as AIIM-The Enterprise Content Management Association, ARMA International, The Association of Legal Administrators, Gilbane Conferences, The Association for Work Process Improvement, ILTA and Cohasset Associates/MER. She received the NJBIZ: Best 50 Women in Business Award in April 2010. Prior to founding MDY, Galina consulted for IBM and Bell Labs and taught at the Fordham University Graduate School of Business and the Graduate School of Arts and Sciences at Columbia University. She received her CRM certification in 2004 and earned doctoral and master's degrees in Computer Science from Columbia University.

Robert C. Feldmeier, Partner at Schiff Hardin, LLC, is a commercial litigator who has represented a variety of clients in complex breach of contract, business tort and class action lawsuits for more than fifteen years. His experience includes both bench and jury trials in state and federal courts as well as extensive arbitration hearing experience in complex reinsurance and other matters. Mr. Feldmeier holds a B.A. in Economics from the University of Notre Dame and a J.D. from the Illinois College of Law.

For over 20 years, Laurie Fischer, Principal of Fischer Associates, LLC, has helped design and develop effective records and information management programs for many of the country's largest Fortune 500 clients, primarily in the highly-regulated pharmaceutical and financial services industries. Laurie has combined her records management expertise and vision with exceptional project leadership skills to help her clients implement practical yet innovative solutions in today's complex and challenging recordkeeping environment. She has designed and implemented all aspects of records and information management programs, tailored to her clients' specific business, legal and technical requirements, including RIM policies and procedures, comprehensive retention schedules, electronic records assessments and strategic plans, program gap analyses, audits and reviews.

Richard Fisher is a senior consultant with Cohasset Associates. He has worked in the electronic content management and electronic records management industry for over 25 years and has over 35 years of experience in the Information Technology arena, as both a vendor and a technology user. For the past ten years, Mr. Fisher has specialized in electronic document-based systems and electronic records management applications. He leads Cohasset Associates' technical consulting practice. Mr. Fisher's knowledge and industry recognition has honored him with the AIIM Fellows award, which is AIIM's highest award for industry service, and the Carl E. Nelson award for excellence in image and information management.

Jake Frazier, JD, MBA is Worldwide Information Governance Consultant for IBM. Jake assists corporations with optimizing internal Discovery, RIM and Defensible Disposal people, process and technology. Jake is a licensed attorney, and was a founding member of the EDRM. Frazier is also a member of the Sedona Conference WG-1 and has published dozens of articles in legal journals and trade publications, as well as being co-chair of the Compliance Governance and Oversight Council's Working Group on Cloud, Social and Mobile media.

Ronald J. Hedges is of counsel to Corodemus & Corodemus and is the principal of Ronald J. Hedges, LLC. He has extensive experience in e-discovery and in the management of complex litigation and has served as a special master, arbitrator and mediator. He also consults on management and discovery of electronically stored information (ESI).

Mr. Hedges was a United States Magistrate Judge in the United States District Court for the District of New Jersey from 1986 to 2007. While a magistrate judge, he was the Compliance Judge for the Court Mediation Program, a member of the Lawyers Advisory Committee, and both a member of, and reporter for, the Civil Justice Reform Act Advisory Committee. He is currently an adjunct faculty member at Georgetown University Law Center and Rutgers School of Law--Newark, where he has teaches an introduction to electronic discovery and evidence.

John F. Holliday (www.JohnHolliday.net) is President of SharePoint Architects (www.SharePointArchitects.us), a SharePoint consultancy focused on Enterprise Content Management, Electronic Records Management and Business Process Automation. John has over 25 years of professional experience as a software architect, and has been involved in a wide range of commercial software projects for Fortune 100 clients.

John is the author of "Professional SharePoint 2007 Records Management Development" (Wrox Press, 2009) and has co-authored several other popular SharePoint technical books. He is the inventor of the Enterprise Content Modeling Language (ECML), and is recognized worldwide as a thought leader in the SharePoint ECM space.

John is the founder of the SharePoint Developer Network (www.SharePointDeveloper.org - twitter: @SPDEVNET), which is committed to helping SharePoint developers find work and professional support, and he is also the founder of SharePoint Heroes (www.SharePointHeroes.org), a network of professionals devoted to helping charitable and humanitarian groups use SharePoint technologies more effectively.

John H. Jessen is recognized internationally as the pioneer in the fields of computer forensics and electronic evidence discovery. Jessen has been quoted in the Wall Street Journal, the New York Times, The Boston Globe, Le Monde, Newsweek, Forbes, Wired Magazine, and on CBS' 60 Minutes, 20/20 and the Discovery Channel. He has been called the "best of the breed" of electronic evidence experts by the American Bar Association (ABA) Journal and "the nation's foremost authority on secret or deleted computer files" by Entrepreneur Magazine.

EED Inc. founder John Jessen is a technical advisor on electronic discovery to the Sedona Conference®, the legal industry's premier forum dedicated to the advanced study of law and policy.

John H. Jessen is the chairman of the Sedona Conference® executive committee. He is also on the steering committee of and technical expert to the Sedona Conference® Working Group on Electronic Document Retention and Production.

Randolph is an educator and author of dozens of published works including "Privacy Nation," "Information Nation Warrior", "Information Nation: Seven Keys to Information Management Compliance" and "E-Mail Rules" Mr. Kahn was the recipient of the Britt Literary Award in 2004 for an article entitled "Records Management & Compliance: Making the Connection" and in 2005 for an article entitled "Stand and Deliver".

As founder of Kahn Consulting, Inc., Randolph leads a team of information management, regulatory, compliance and technology professionals who serve as consultants and advisors to major institutions around the globe. Each year Randolph speaks around the globe to corporate and government institutions. In addition, Randolph teaches "Legal Issues in Records and Information Management" at George Washington University.

Linda Kloss served as chief executive officer of the American Health Information Management Association (AHIMA) from 1995 to 2010 where she led the 55,000 member Association's efforts to advance from paper to electronic health records. In partnership with other organizations, Kloss helped to shape policies and programs for responsible information management and advanced programs to develop the enabling workforce. Kloss served as a founding officer for MediQual Systems, Inc., and InterQual, Inc., companies that pioneered measurement of quality and cost effectiveness of health care. In 2007, Kloss was designated by Modern Healthcare as one of the "Top 25 Women in Healthcare."

Deborah Kohn is Principal, Dak Systems Consulting (San Mateo CA). Deborah has over thirty years of healthcare provider organization management and information technology experience. This includes several years in hospital management positions, systems design and marketing positions with one of the nation's leading suppliers of healthcare information systems, and information technology advisory and strategy consulting. Since founding Dak in 1985, Ms. Kohn has earned a national reputation for her expertise in strategically architecting value-added technologies for Electronic Health Record (EHR) and Revenue Cycle Management (RCM) systems, such as document management technology, diagnostic image management technology, voice / text / speech technologies, Internet technologies, and other healthcare information technology applications. She has published numerous articles on healthcare delivery and information systems.

Dr. Lewis is a Chicago-based consulting computer scientist working in the areas of information retrieval, data mining, natural language processing, and the evaluation of complex information systems. He formerly held research positions at AT&T Labs, Bell Labs, and the University of Chicago. He has published more than 75 scientific papers and 8 patents, and was elected a Fellow of the American Association for the Advancement of Science in 2006. Dr. Lewis was a founding co-coordinator of the TREC Legal Track, and has lectured widely on e-discovery in U.S. and international forums.

Bonnie McClinton is the Records and Information Management Global Operations Manager in the Law Department at Halliburton. Founded in 1919, Halliburton is one of the world's largest providers of products and services to the energy industry. With more than 50,000 employees in approximately 120 offices in 70 countries, the company serves the upstream oil and gas industry throughout the lifecycle of reservoirs - starting with exploration and development, moving through production, operations, maintenance, conversion, refining, and infrastructure and abandonment.

Sara Meaney is a partner at Hanson Dodge Creative, responsible for oversight of of Comet Branding, the agency's social media and interactive marketing division, based in Milwaukee, Wisconsin. She is a host of Comet Radio, a weekly Internet radio show focused on emerging trends in marketing and communications and she blogs regularly at www.cometbranding.com, on the business implications of social media and emerging communication platforms.

Bruce Miller, MBA, founder and president of RIMtech Inc., has 20 years experience developing electronic recordkeeping software. Widely regarded as the inventor of modern electronic recordkeeping software. , he founded TrueArc in 1989, where he pioneered ForeMost, the world's first commercial electronic recordkeeping software, and Tarian Software in 1999, where he pioneered the world's first e-records software engine. Truearc was acquired by EMC/Documentum, and Tarian was acquired by IBM. In 1997 he achieved the world's first e-Records software certification against the US DoD 5015.2 standard. He now consults on electronic recordkeeping technology implementation, and is a member of ARMA's Technology Advisory Council. Mr. Miller is the recipient of the prestigious 2003 Emmett Leahy Award, considered the highest international recognition given to professionals in the field of information and records management. He is currently authoring a book entitled "Implementing Electronic Recordkeeping Software - a Methodology for Success", scheduled for publication in 2007. Bruce holds a Diploma in Electronics Engineering Technology, and a Masters in Business Administration from Queen's University.

Andy Moore is a 30-year publishing professional, editor and writer who concentrates on business process improvement through document and content management. Moore was the founding editor-in-chief of KMWorld Magazine, and is now its publisher.

As Editorial Director for the Specialty Publishing Group, Moore acts as chair for the "KMWorld Best Practices White Papers," the "EMedia Innovation" series and the "EContent Leadership" series, overseeing editorial content, conducting market research and writing the opening essays for each of the white papers in the series.

Moore has covered emerging areas of applied technology for most of his career, ranging from telecom and networking through to information management. He has witnessed first-hand the decade's most significant business and organizational revolution: the drive to leverage organizational knowledge assets (documents, records, information and object repositories) to improve performance and improve lives. Moore is based in Camden, Maine, and can be reached at andy_moore@kmworld.com.

Ms. Perdue brings over 19 years of product marketing, product management and development management experience in the records and content management, compliance, ediscovery and information governance industry. Responsible for go-to-market strategies for the OnPointe Information Governance platform, Ms. Perdue focuses on customer needs and solution delivery. Ms. Perdue holds a BSBA from the University of Central Florida.

Jonathan Redgrave serves as a trusted advisor to many Fortune 500 clients, providing strategic and ground-level advice and counsel. Jonathan also represents numerous clients involved in litigation and government investigations and has worked as an expert witness and with special masters.

Jonathan is internationally recognized for his work, has authored, co-authored and edited numerous publications in the area of electronic discovery, privacy and data security, and has spoken around the world on these issues. Notably, Jonathan has extensive experience in all areas of complex litigation in state and federal courts, and focuses his practice on Information Law matters. He regularly addresses issues involved in the discovery of electronically stored information, as well as issues concerning records retention, and privacy policies and practices for clients.

Mike Salvarezza is the Knowledge Leader of Operations at LRM. Mike and the Knowledge Team develop strategic insights to help create solutions that support LRN's partners' board of directors, senior leadership, compliance and ethics function, functional management and workforces, integrating knowledge across key elements. Mike's career includes extensive experience in information technology, records and information management and compliance systems.

Shira A. Scheindlin is a United States District Judge for the Southern District of New York. She was nominated by President Bill Clinton on July 28, 1994. Before taking her current seat on the Southern District, Judge Scheindlin worked as a prosecutor (Assistant United States Attorney for the Eastern District of New York), commercial lawyer (General Counsel for the New York City Department of Investigation and partner at Herzfeld & Rubin), and Judge (Magistrate Judge in the Eastern District of New York 1982-1986 and Special Master in the Agent Orange mass tort litigation). Judge Scheindlin is known for her intellectual acumen, demanding courtroom demeanor, aggressive interpretations of the law, and expertise in mass torts, electronic discovery, and complex litigation. During her tenure, Judge Scheindlin has presided over a number of high profile cases, many of which advanced important new positions in the common law. She also has been a member of the Judicial Conference of the United States Advisory Committee on the Federal Rules of Civil Procedure (1998-2005). She is a member of the American Law Institute, a former Chair of the Commercial and Federal Litigation Section of the NYSBA, a former Board Member of NYCLA, and a member of several committees of the Association of the Bar of the City of New York. She is the author of many articles, including, most recently a pamphlet supplement to Moore's Federal Practice, on the Newly Amended Federal Rules of Civil Procedure. Finally, she is an adjunct Professor of Law at Brooklyn Law School. On the subject of electronic records management, the opinions in Zubulake v. UBS Warburg LLC have come to be recognized as case law landmarks.

Judge Shaffer became a Magistrate Judge for the District of Colorado in 2001. Prior to being appointed to the Bench, Judge Shaffer was in private practice with the firms of Moye, Giles, O'Keefe, Vermeire & Gorrell, and with Dufford & Brown, where his practice focused on litigation, both civil and criminal, with particular emphasis in the areas of environmental law, criminal law and complex commercial litigation. From 1983-1991, Judge Shaffer served in the United States Department of Justice, first with the Civil Rights Division and then in the Environment and Natural Resources Division. He began his legal career with the Navy Legal Services Office in Naples, Italy, and then as a Senior Commissioner, Navy-Marine Corps Court of Military Review. Judge Shaffer is a member of the Advisory Board of The Sedona Conference® and a contributor to Thomson-Reuter's recent publication, E-Discovery for Corporate Counsel.

Craig B. Shaffer is on the Advisory Board for The Sedona Conference.

Carol Stainbrook, with Cohasset Associates for over 25 years, has extensive consulting experience developing practical records and information management solutions that are tailored to meet her clients' unique needs. She has a thorough understanding of the legal, compliance and business implications of records management and information governance, which ensures her program deliverables are designed to be compliant and effective for both physical records and electronically stored information. Through Carol's collaborative work style and close working partnership with her clients, the resulting records management program is customized to operate within the Company's culture and is usable, which empowers employees. Her expertise was reflected in the selection of one of her long-standing clients to receive ARMA International's 2009 Cobalt Award, which recognizes one company for excellence in records management. Additionally, as a thought-leader, Carol is a regular facilitator on a variety of records management topics.

Karen Strong is a Solutions Director for Gimmal Group. She has been in the ECM/RM industry for 28 years working with clients to address complex records and information management challenges. She has done pioneering work related to ECM/RM process analysis, organizational maturity assessments, and a methodology for structuring successful enterprise programs. She is currently working with clients on innovative approaches for change management to ensure the long term sustainability of enterprise-class content and records management solutions such as SharePoint. Karen is a consultant, author, and nationally recognized speaker and educator.

Brad is a subject matter expert in the area of Enterprise Content and Records Management and has over 20 years of experience in the information technology field. He has designed and implemented over twenty-five production ECRM systems and participated in the implementation of over 500 pilots/prototypes for strategic technology system implementations. His work includes experience with the architecture and implementation of multiple industry leading electronic document and records management systems. Brad has served as Strategic Consultant, Project Manager, Senior Solution Architect, on multiple projects including: leading key project teams worldwide along with coordination, planning, and implementation of Client/Server and N-tiered applications, network operating systems, electronic document management systems, imaging systems, and database management systems.

Mr. Teppler is a partner at Edelson McGuire, LLC, and chairs the firm's electronic discovery, information governance and risk mitigation practice. Steven advises about risk, liability, and compliance issues unique to electronic data generation. He has written extensively and lectures nationwide on electronic discovery and information governance, and digital evidence practice. Steven holds six patents and is the founder and CEO of a content authentication provider. He is also Co-Chair of the eDiscovery and Digital Evidence Committee of the American Bar Association, past chair of the Florida Bar Professional Ethics Committee (2010-2011), a member of the Sedona Conference WG1, a founding member of the Information Assurance Consortium, and a co-author of the ANSI X9F4 financial industry trusted timestamp standards.

Anne is President 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 has been published numerous times and routinely speaks at industry events on information management, technology, and organization change topics.

Jesse Wilkins, CIP, CRM, is the Director, Systems of Engagement for AIIM International. He has worked in the information management industry for sixteen years as an end user, vendor, consultant, and trainer. His areas of expertise include enterprise content management, electronic records management, email management, document imaging, digital preservation, and social business technologies. He has worked with hundreds of clients to design, implement, and optimize information management systems, processes, and governance frameworks. He is a frequent speaker and author on information management topics and has presented at AIIM 2003-2012, ARMA 2003-2011, and MER 2010-2011.

Bob Williams is president of Cohasset Associates, Inc., one of the nation's foremost management consulting firms specializing in records and information management. Under his direction, Cohasset Associates has more than 40 years of experience and an unprecedented award-winning record of accomplishments in providing consulting services to clients throughout the United States.

Mr. Williams' professional accomplishments are recognized in three contexts: As a leading management consultant, Bob Williams has been described by The Institute of Certified Records Managers as a "visionary" records management consultant - who "has achieved the highest professional standards" and whose "innovative conceptualization and presentation of important document-based information management issues have been imaginative, incisive and very beneficial."

As a respected legal authority on the legal acceptance of records stored on non-paper media, Mr. Williams has:

• Authored many legally-focused articles in a spectrum of professional publications;
• Edited two definitive legal research studies (Legality of Microfilm and Legality of Optical Storage);
• Served as a contributor and editor of The Sedona Guidelines: Best Practice Guidelines for Managing Information & Records in the Electronic Age;
• Overseen the development of many Cohasset white papers focusing on legal, regulatory and governance issues; and
• Presented hundreds of legally-focused records management presentations for more than three decades in seminars, conferences, telecasts, video tapes, and webinars
• Provided expert witness testimony on records management practices – including the landmark United States Supreme Court punitive damages decision: State Farm Insurance v. Campbell.

As a pioneering RIM educator and highly sought speaker, Mr. Williams has:

• Delivered more than 1,000 presentations on a spectrum of document-based information management topics - throughout the United States and at many international venues and
• Conducted more than 150 three-day seminars for the American management Association.

Since 1992, Mr. Williams has organized, sponsored, and co-chaired the National Conference on Managing Electronic Records (MER), recognized for nearly two decades as the premier electronic records management conference. (www.merconference.com)

Mr. Williams has extended the accessibility of the MER conferences' renowned content to anyone, anywhere, anytime - via RIM On Demand, a video on-demand delivery service he adapted to RIM education. (www.rimeducation.com) RIM On Demand and its new way to deliver the MER Conference's content is available through ARMA International.

Ken is the Director of Judicial Education and Content at The Sedona Conference®, an Arizona-based non-profit law and policy think-tank, which has been on the forefront of issues involving information technology, records management, and civil justice. He has published several widely-distributed papers on electronic discovery. From 1999 through 2005, Ken was a Senior Education Attorney at the Federal Judicial Center (FJC) in Washington DC, where he developed Internet-based distance learning programs for the federal judiciary concentrating on issues of technology and the administration of justice. He continues to teach at the National Workshops for United States Magistrate Judges, sponsored by the FJC.

Marcy is a Senior Consultant with Cohasset Associates. The focus of her work is to assist clients in the development of practical records management strategies that support business goals. Marcy has led the development of the Cohasset's Assured Records Management (ARM) methodology, which is a structured approach to creating consensus among organizational stakeholders and to delivering an actionable, sustainable, and measurable ERM strategy aligned to business priorities. Marcy joined Cohasset Associates following a 23 year career at a major pharmaceutical company where she headed content technology and information policy and programs, reporting to the CIO.