MER 2010: Speakers

Jackie Algon is a senior consultant for Cohasset Associates, Inc. with expertise in RIM policy and supporting programs including training, governance, risk management, vital records, retention schedule development, compliance assessement, business requirements for technology integration, project management and team leadership. Prior to consulting, her career included 35 years with multinational corporation, Merck & Co., Inc., most of that time related to directing information-based functions. As a member of the original Sedona Conference, Jackie was a co-editor of the Sedona Conference Principles, a hallmark document in IM.

Jennifer Baker is Managing Director of JUB LLC, an independent consulting firm that focuses on providing corporations with proactive processes, procedures, and technology to better manage their critical electronic and hard copy records. Ms. Baker utilizes her process management skills, litigation expertise and understanding of technology to guide major corporations with their long-term strategies to control information as a company "asset".

Jason R. Baron is Director of Litigation at the National Archives and Records Administration and an Adjunct Professor at the University of Maryland's School of Information Studies. As NARA's representative to The Sedona Conference, in 2009 he was appointed Co-Chair of Sedona's Working Group on Electronic Document Retention and Production, and has served as Editor in Chief on two Sedona Commentaries, including The Sedona Conference Best Practices Commentary on the Use of Search and Information Retrieval Methods in E-Discovery. He is also the founding co-coordinator of the NIST multi-year research project known as the TREC Legal Track.

Bobbi Basile is a Principal with Leap Advisory. Drawing upon 20 years of experience in the legal and records management industries, her focus is working with corporations to define innovative and sustainable strategies to records management challenges. Building on a deep background in professional services firms and strong business acumen, she was instrumental in the creation of a legal and records management advisory services practice at a Big Four firm. Bobbi has a unique combination of strategic and operational knowledge of electronic records management and electronic discovery leading strategies, tools and practices.

Julia Brickell is executive managing director and general counsel of H5. She has experience addressing strategic challenges companies face in managing electronic data and frequently speaks on this topic. From 2000 to 2008, Julia was associate general counsel of Altria Client Services addressing electronic data management and future challenges, and managing litigation. From 1998 to 2000, Julia served as vice president and deputy general counsel of Philip Morris USA. She litigated at Davis, Polk & Wardwell, handling antitrust, securities, professional malpractice, and commercial litigation. She is on the board of Lawyers for Civil Justice and on the faculty of Columbia University's Executive Master of Science in Technology Management.

Chris is a Senior Consultant with Cohasset Associates. She has worked in the field of records and information management for the past 29 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.

Dan Carmel is CEO of SpringCM. Dan is a recognized innovator in the Enterprise Content Management market. As CEO of SpringCM, Dan helped create the market for ECM on-demand and SpringCM has emerged as the market leader. Prior to SpringCM, Dan was an executive in residence at Foundation Capital, a leading Silicon Valley venture capital firm and the CEO of Itemfield, which was acquired by Informatica in 2005. Earlier, he served as vice president and general manager of the legal / professional services business unit for Interwoven, one of the leaders in the enterprise content management (ECM) market and as VP at iManage before the merger with Interwoven.

Laura is a partner at Daley & Fey LLP, a law firm specializing in e-discovery, e-records management and data privacy. Laura, a former trial attorney with the U.S. Justice Department, has successfully defended a variety of actions for corporate clients, including class actions, attorney general actions and high stakes individual cases. She now focuses exclusively on e-discovery, e-records management, and global data protection and privacy compliance. Her recent honors and awards include: "40 under Forty" (Ingram's Magazine); Missouri & Kansas "Super Lawyer" and "Top 50 Women" (Missouri & Kansas Super Lawyers); and "Best of the Bar" (Kansas City Business Journal).

Jim is Managing Director of Huron Consulting Group where he is responsible for thought leadership in document and records management. Prior to joining Huron, Jim was founder and Principal of Records Improvement Institute. Involved in records management for over thirty years, Mr. Coulson is co-author of the second edition of Records Management Handbook. Jim is a Fellow of ARMA International and a recipient of the Emmett Leahy Award, highest award in the field of records and information management.

Dr. Galina Datskovsky is a Distinguished Engineer and Senior Vice President of Architecture reporting to CA’s Chief Technology Officer and is responsible corporate wide architecture and design initiatives. She joined CA in 2006 with the acquisition of MDY Group International, where she served as founder and CEO. She has been widely published in academic journals and speaks frequently for industry organizations such as AIIM-The Enterprise Content Management Association, Association of Legal Administrators, Gilbane Conferences, The Association for Work Process Improvement, LawNet/ILTA and Cohasset Associates/MER. Datskovsky also serves on the board of ARMA International.

Dawn Davis, Senior Vice President, leads Bank of America Global Records Management, a team responsible for defining, implementing, and sustaining global strategy for retention management, records storage, data protection and secured destruction. She serves as subject matter expert advisor to the Digital Records Program, which her team will own and sustain after implementation. Dawn chairs the Records Management Governance Board at Bank of America. She holds two Six Sigma Greenbelt certifications, and over a decade of financial services operational management experience.

Michael Deborah is a Director at Gimmal Group. For 20 years Michael has been developing strategic plans and managing large scale custom implementations for Fortune 500 clients. His experience covers the planning and implementation of SharePoint based solutions that span corporate records policies and procedures to the implementation of Enterprise Content and Records Management (ECRM) solutions. Most recently he is leading efforts that enhance and implement the Gimmal SharePoint Enterprise Framework. As a Solutions Director with Gimmal, Michael is focused on helping clients develop and realize their ECRM solution, from concept to enterprise adoption.

Karen manages the Records Management team at Prudential Financial, a leading financial services firm that offers a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, investment management, and real estate services. Karen?s team is responsible for the development, implementation and management of the enterprise-wide Corporate Records Management Program, which must be flexible to meet the unique regulatory and business requirements of each of these diverse business units. One of her current roles is to evaluate and implement a content management solution for the enterprise.

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.

Bryan Ford, Senior Vice President, Bank of America, is responsible for the Enterprise Digital Records Program at Bank of America with a mandate to move the bank to a digital records environment by 2012. He also co-leads the Enterprise Content Management Center of Excellence at the Bank and is responsible for defining and implementing the ECM strategy across the Enterprise. Bryan has an extensive background in applying Enterprise Content Management concepts to business problems reducing cost and risk while enhancing productivity and revenue.

Susan Goodman is a Senior Vice President - and the Records Management Subject Matter Expert - in the Bank of America's Enterprise Digital Records Program (EDRP). She is on-point for ensuring a compliant program. Susan has 25 years of experience in Records and Information Management, including ERM, across multiple industries including financial services, manufacturing, gas transmission, pharmaceuticals, legal services, state and municipal government, university and not-for-profit - both as in-house Records Manager and Consultant. Susan is a member of the Sedona Conference Working Group #1 (Records Retention and Production), the ARMA Int'l Standards Development Program - RIM Review Group and an Expert ERM Blogger for AIIM. She is also a Past-Chair of the ARMA Int'l Publications Committee.

Michael is a Senior Consultant with Cohasset Associates. Prior to joining Cohasset, Michael worked at Prudential Financial, Inc. in a number of assignments, focusing on internal control and risk assessment issues. At Prudential, Michael directed the implementation of a company-wide, world class records management program, training over 80,000 people in a nine-month period. He also designed and implemented the imaging system used to process over 11 million claims in a class action lawsuit filed against Prudential, and managed the information management function for the company's conversion from a mutual insurance company to a publicly-traded stock insurance company through a process called demutualization. As a Cohasset Senior Consultant, Michael has helped organizations design and develop information management programs in the Financial Services, Legal and Oil & Gas industries.

Ron served as a United States Magistrate Judge in the District of New Jersey from 1986 to 2007. He is a member of the Advisory Board of The Sedona Conference and is a member of several Sedona Working Groups, including those addressing electronic discovery and records management as well as confidentiality and public access in civil litigation. Ron is also a member of the advisory boards of the Corporate Counsel and Advanced E-Discovery Institutes of Georgetown University Law Center, where he serves on the adjunct faculty and teaches electronic discovery and evidence. He is the author of numerous publications, including Discovery of Electronic Information: Surveying the Legal Landscape.

John Holliday is president of SharePoint Architects, Inc. John has over 25 years of professional software development experience and has been involved in a wide range of commercial software projects from desktop personal information managers to enterprise information systems for companies including IBM, Kodak, Autodesk, Mentor Graphics, Tektronix and Alcatel. After receiving a bachelors degree in applied mathematics from Harvard and a J.D. from the University of Michigan, John began researching alternative methods of representing legal relationships, developing a specialized computing language for constructing legal expert systems.

Bill Horn is Executive Director of The Institute of Records and Information Management, Inc. (IRIM). Previously as VP Records Management and Litigation Support at Fidelity Investments, Bill designed and implemented the global records management function at one of the financial service industry’s largest firms to govern all phases of the information lifecycle in compliance with legal, regulatory and operational obligations.

Shawn Ivey is Director of Information Management at Grant Thornton, a global organization of independent accounting and consulting firms with offices in over 100 countries. There he has led the firm’s Information Management initiatives through all phases of strategic planning, program management, delivery, and operations. Recently these initiatives have included Enterprise Content Management, Knowledge Management, Enterprise Search, and Collaboration. In previous roles, he has held executive-level positions on both sides of the business-technology divide, leading as Chief Technology Officer, VP Client Services, and VP Business Development.

John Jessen founded Daticon EED in 1987 to address the growing number of electronic evidence issues he saw facing the legal profession. Formerly chief executive officer for Daticon EED, he is now Chairman of the Board and focuses on long-term company strategy. He regularly conducts courses for law firms and federal judges on the latest technology and policies related to electronic discovery. John is a member of the National Association of Certified Fraud Examiners, the National Computer Security Association (NCSA) and the Association for Information and Image Management (AIIM).

Anne Kershaw is the founder of A. Kershaw, P.C. // Attorneys & Consultants. Ms. Kershaw is also the President and a founding sponsor of the E-Discovery Institute, a not-for-profit corporation conducting studies of electronic discovery processes and dedicated to resolving discovery challenges facing the legal community. Ms. Kershaw is a Faculty Member of Columbia University's Executive Master of Science in Technology Management Program, teaches at the Georgetown University E-Discovery Academy and is an Advisory Board Member of the Georgetown University Law Center's Advanced E-Discovery Institute.

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."

Elizabeth Lambert is a Senior Director in Enterprise Information Strategy and Management at Health Care Service Corporation, where she oversees Records Information Management, Enterprise Content Management, and Health and Wellness Customer Reporting. Elizabeth founded the Enterprise Content Management organization at Health Care Service Corporation over five years ago. Prior to her current role, Elizabeth was an underwriting director at Aetna, responsible for the Midwest Region. Elizabeth is a member of the Chicago AIIM Board of Directors. She is frequent speaker on content management topics at leading industry conferences and events.

Darren Lee is co-founder, President and CEO of NextPage, a leading provider of Information Governance solutions. Darren's operational and leadership experience spans across business development, sales, marketing, product development & strategy. Prior to leading NextPage, Darren was co-founder and Vice President of Sales and Marketing at Knowlix Corporation, where he was instrumental in its early development, through its successful sale to Peregrine Systems. Darren has also served in senior executive management positions at companies including Open Market and Folio, where he helped to grow these companies from startup to viable market leaders.

Janet Lichtenberger is a Manager in Enterprise Information Strategy and Management at Health Care Service Corporation. Janet is responsible for the strategy and implementation of Records Information Management for the enterprise. Prior to leading this effort, Janet was a manager at Hewitt Associates for client engagements, specializing in business Intelligence solutions for human resources, payroll and benefits outsourcing. Janet has over 20 years of information technology experience in a variety of industries, including healthcare, pharmaceutical, financial, insurance, manufacturing, hospitality, and human resources.

Keith is a Senior Consultant with Cohasset Associates. He has over 20 years of records management experience with an emphasis on the selection and deployment of technology to automate records management processes. His broad-based experience and innovative thinking has helped ensure that major corporations and governmental institutions succeed in establishing enterprise-wide programs and policies, and implementing technology and process improvement solutions. His experience provides a solid foundation for innovation, which is essential to the successful deployment of enterprise electronic records management solutions.

Martha (Marty) Mazzone is Vice President, Associate General Counsel at FMR LLC Legal Department of Fidelity Investments. She is primarily responsible for major case and regulatory discovery and advising on company-wide policies and practices with respect to document retention, retrieval and production. Prior to joining Fidelity, Marty was a Partner at Foley Hoag. Her work included accounting and white collar defense, government and internal investigations, and general commercial litigation. Before joining Foley Hoag, Marty practiced at Latham & Watkins in Washington, D.C. for four years and clerked for Judge Karwacki of the Maryland Court of Appeals.

Sara Meaney is Partner and Left Brain at Comet Branding. Comet Branding is a progressive branding, public relations and social media agency which helps brands and companies connect better with their customers to grow business through the effective use of storytelling and personality across all available communication platforms. Together with business partner Al Krueger, she is the co-host to Comet Branding Radio, a weekly Internet radio show that discusses the progressive elements of marketing, public relations and social media, and features thought leaders from around the country. Comet Branding + PR is a communications, public relations and social media agency based in Milwaukee, WI. The company helps companies and brands of all sizes to leverage both traditional and social media to communicate in meaningful ways with their customers.

Kathy has worked for Coors Brewing Company, now MillerCoors LLC for 26 years. She began her career in Human Resources and moved on to the corporate office of the company distributorship where she worked on acquisitions and divestitures. She landed back at the Brewery in the Legal Department. The last nine years have been with the Legal department in Records. She has been instrumental in creating the new company's RIM program from the ground up, incorporating parts of both legacy companies' programs. Kathy has been active in ARMA since 2003. She has been a past speaker at the Chapter level.

Nan R. Nolan was appointed as a United States Magistrate Judge for the Northern District of Illinois in 1998. She received her bachelor's degree from Loyola University and her J.D. from DePaul University College of Law in Chicago. Magistrate Judge Nolan began her legal career as a staff attorney for the Federal Defender Program in Chicago, and then worked in private practice where she gained extensive experience handling complex criminal cases. She is a member of the Advisory Board for The Sedona Conference and a member of the Georgetown University Law Center E-Discovery Advisory Board. She is the chair of the E-Discovery Committee overseeing the Seventh Circuit Electronic Discovery Pilot Program. Magistrate Judge Nolan regularly speaks on the topic of electronic discovery at conferences throughout the United States.

Jonathan Redgrave is a partner at Nixon Peabody LLP and Chair Emeritus of the highly successful Sedona Conference Working Group on Electronic Document Retention and Production. Jonathan focuses his practice on information law matters, regularly addressing issues involved in the discovery of electronically stored information as well as issues concerning records retention, data protection and privacy. Jonathan is also a co-chair of the acclaimed Georgetown University Law School CLE Advanced E-Discovery Institute and also currently serves as a member of the Advisory Committee on the Electronic Records Archives (United States National Archives and Records Administration). Jonathan has been recognized for the second consecutive year for exceptional standing in the legal community in Chambers USA: America's Leading Lawyers for Business for 2009 for Privacy & Data Security: E-Discovery.

Carl Rice, is a Senior Vice President, Enterprise Content Manager Technology Strategist, Enterprise Information Architecture at Bank of America and a Technology Support Partner to the Digital Records Program at the bank. Formerly he was the Director of Supply Chain at Motorola, Inc.

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.

Jeff is a subject matter expert in the area of Enterprise Content Management and Records Management (ECRM) at Gimmal Group. He has over 20 years of experience in the information technology field which includes delivering solutions to over 40 Fortune 500 clients. Jeff has been a key contributor to the design and implementation of the ECRM planning and strategy methodology and deliverables used across many of Gimmal's client engagements. He has recently developed an ECRM maturity model used to help clients build a roadmap to success and authored a whitepaper about the use of SharePoint in ECRM solutions.

Peter Sloan, a partner in the law firm Husch Blackwell Sanders LLP, has helped companies across the country create and validate records retention schedules, implement records management compliance systems, and develop legal hold processes. At Peter's direction, the firm has built a proprietary database with over 50,000 records retention requirements found in statutes and regulations of the United States federal system and the fifty states. He has presented at national conferences on records retention, records preservation, and e-discovery topics. Peter is a member of ARMA International, AIIM, and the Sedona Conference Working Group on Electronic Document Retention.

Carol, senior consultant with Cohasset Associates since 1984, has over 20 years of consulting experience developing practical records management solutions that are tailored to meet her clients' unique business needs. She is committed to helping organizations improve business processes related to the information lifecycle for both physical records and electronically stored information. She has a thorough understanding of the legal, compliance and business implications of records management, which ensures her program deliverables are designed to be compliant and effective. 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 to "do what is right" when managing the Company's physical and electronic records assets. Additionally, as a thought-leader, Carol is a frequent speaker for ARMA International and the Managing Electronic Records conference, as well as presenting internally for her government and corporate clients.

Karen Strong is a Solutions Director for Gimmal Group. She is an industry author and nationally recognized speaker and educator. Karen has been in the ECM/RM industry for 27 years working with clients to solve complex records and information management challenges. She has done pioneering work in the areas of ECM/RM process analysis, organizational readiness maturity assessment, and program/project methodology development. She is currently working with clients on innovative approaches for communication, training, and change management to ensure the long term sustainability of enterprise-class content and records management solutions utilizing SharePoint.

Steven is a partner at Edelson McGuire, LLC, a high-tech litigation boutique with headquarters in Chicago, Illinois, and directs the firm?s electronic litigation, ESI discovery, and digital evidence management activities. He is the founding Co-Chair of the ABA eDiscovery and Digital Evidence Committee and the Co-Vice-Chair of the American Bar Association Information Security Committee. Steven is also a contributing author of Foundations of Digital Evidence (American Bar Association, 2008) and a co-author of an upcoming ABA book entitled Digital Evidence LifeCycle Management - A Guide for Attorneys, Enterprise, and Technologists (American Bar Association, exp. pub. Fall 2010).

Dr. Robert Thibadeau is Senior Vice President and Chief Scientist at Wave Systems (NASDAQ: WAVX). Wave software secures credentials and data through trusted computing components such as self-encrypting disk drives. Prior to joining Wave, Dr. Thibadeau was Chief Technologist at Seagate Technology, LLC. and is considered the father of the self-encrypting drive. Prior to joining Seagate in 2002, Dr. Thibadeau was one of the founding directors of the Robotics Institute at Carnegie Mellon University. He has taught computer security in the School of Computer Science since 1997.

Kelly Twigger is the founder and owner of ESI Attorneys. After spending several years advising existing clients on e-discovery issues at a large firm, Kelly felt that organizations needed separate e-discovery counsel whose advice was not tied to developing the client’s business in a larger firm setting. Thus, ESI Attorneys was born. Prior to starting ESI Attorneys, Kelly was a partner with Quarles & Brady LLP, where she established and headed the firm’s Records Retention and Electronic Discovery Team, including the firm’s blog, E-discovery Bytes.

Dave Uitermarkt is a Senior Vice President, Enterprise Architect, Enterprise Content Manager at Bank of America and a Technology Support Partner to the Digital Records Program at the bank. Formerly, he was MTS at AT&T/Lucent Technologies.

Jesse Wilkins is a Principal Consultant with Access Sciences Corporation and has worked in the information management field for fourteen years. His areas of expertise include enterprise content management, electronic records management, email management, document imaging, and Web 2.0. He has worked with hundreds of clients to design, implement, and optimize information management strategies, systems, and processes. Jesse has served on the ARMA International Board of Directors since 2007. He previously served as a Director of AIIM International from 2004 to 2005. He has published several articles in Infonomics and Information Management Magazine.

Bob is President of Cohasset Associates, Inc., one of the nation's foremost records management consulting firms specializing in document-based information management. He is the editor of the definitive legal research studies Legality of Optical Storage and Legality of Microfilm, and the landmark CD "The Best of the 1st Five Years of the MER." He is also a renowned educator. Mr. Williams has delivered more than 1100 presentations including more than 150 3-day seminars for the American Management Association. Since 1992, he has co-chaired the National Conference on Managing Electronic Records (MER).

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.

Craig Witty Chief Legal Administrative Officer at Grant Thornton LLP since 2004, and business sponsor of the firm’s Enterprise Content Management initiative. Grant Thornton is a global organization of independent accounting and consulting firms with offices in over 100 countries. Previous to joining Grant Thornton LLP, Mr. Witty was a V. P. for Strategic Marketing with the Tetra Pak Group, a multinational packaging firm based in Sweden.

Stephen Wu is a partner in the Silicon Valley law firm Cooke Kobrick & Wu LLP. He advises clients on information security regulatory compliance, security policies, breach notifications, protecting trade secrets, and secure electronic commerce. Also, Mr. Wu counsels clients concerning e-discovery, digital evidence, and e-records retention. His litigation practice includes trade secret, copyright, trademark, and commercial litigation. Mr. Wu was VeriSign, Inc.?s second in-house attorney, where he managed the deployment of worldwide policies for VeriSign?s digital certification Internet security services. Mr. Wu started his career at two large law firms doing intellectual property and general litigation. Mr. Wu is Chair-Elect of the American Bar Association Section of Science and Technology Law. He wrote or co-wrote six books on information security and the law.

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.