This Eighteenth Records Management Training Workshop from Potomac Forum is presented to  help agencies understand, comply and meet NARA records management requirements and fine tune agency records management plans and programs.  Lessons learned and best practices to transition from paper to electronic records. 

The June 28, 2019. Transition to Electronic Records (OMB/NARA Memo M-19-21)

Requires agencies eliminate paper and use electronic recordkeeping. Some of the high-level goals are:

  • By December 31, 2019, federal agencies will manage all permanent electronic records in an electronic format (1.1)
  • By December 31, 2022, Federal agencies will manage all permanent records in an electronic format and with appropriate metadata. (1.2)
  • By December 31, 2022, Federal agencies will manage all temporary records in an electronic format or store them in commercial records storage facilities. (1.3) 

    The Memo further states that: 
  • Agencies must close agency-operated records storage facilities by Dec 31, 2022. 

Agencies are working to meet upcoming deadlines for transitioning from paper to electronic records.  It is important to understand how the NARA/OMB regulations and deadlines will impact your agency and lessons learned from agency leaders in working toward the OMB/NARA mandates.

This one-day Potomac Forum Workshop will focus on the activities mandated by the NARA/OMB Records Management Directive and related management issues and initiatives. Government and industry leaders will provide information to help agencies fine tune their records management plans and programs.

The Chief Records Officer for the U.S. Government will present the Workshop Keynote and a special follow-on panel with the NARA Executive Leaders will discuss current and proposed government-wide records management initiatives and transition to electronic records. Lessons learned from the recent Federal Agency Records Management Annual Report (Senior Agency Official for Records Management Report Federal Email Management Report  and Records Management Self-Assessment) will be discussed. Key records management executives from  government agencies will discuss the current state of government records management, transition to electronic records and compliance with policy, regulations and best practices

Willard Intercontinental Hotel
1401 Pennsylvania Avenue N.W.
Washington 20004 United States
See map: Google Maps
Metro Center (Red, Orange, Blue Lines). Use the exit marked “12th & F Sts” to exit onto F St., then continue straight two blocks and cross 14th St.
What You Will Learn
  • What needs to be done to comply with the deadlines imposed by OMB M-12-19
  • How the role of technology will evolve in the achievement of OMB M-12-19’s goals including Cloud Computing and transitioning to electronic records
  • What the components of a sustainable Records Management program will be in this new electronic records environment
  • How the Senior Agency Officials can and are making a difference in improving the management of government records – Lessons Learned from the SAO reporting
  • NARA Requirements for managing email – Complying with the Law - the Federal Records Act and what it means for email and other records losses
  • Specific agency actions to be completed in response to the Directive by 2019 and 2022
  • Update Your Knowledge of NARA Oversight Responsibilities and Agency Responsibilities
  • Update Your Knowledge of the  FERMI (Federal Records Management Initiative)
  • and more....
Why You Should Attend
  • Gain a clear understanding of OMB M-12-19 and lessons learned from its implementation
  • Understand the lessons learned from the latest Federal Agency Records Management Report
  • Assist you in getting the best start on the many changes OMB M-12-19 will bring to your agency
  • Hear from other government officials about the practical aspects of complying with the Directive and transitioning to electronic records from Agency and Department perspectives
  • Ensure success of your Records Management Program as you implement the Directive
  • Understand the NARA requirements for email management – avoiding embarrassing non-conformance

Understand email retention regulation, policy, and legislation


Instructor-based training; Presentations from government and industry leaders in records management. Interactive discussions and Q&A Periods.


Registration and Continental Breakfast


Welcome and Logistics for the Day 


Art Chantker, President, Potomac Forum 


Strategic Perspectives on Modernizing Records Managements

Insights on the Evolving Landscape of Records and Information Management from the U.S. Chief Records Officer 


Laurence Brewer, Chief Records Officer for the U.S. Government
National Archives and Records Administration  


NARA Executive Discussion: What Agencies Need to Know

- Working with Federal Agencies – What NARA is doing to help improve Government Records Management

- FERMI (Federal Electronic Records Modernization Initiative)  
- NARA's Records Management Oversight and Reporting Work
- NARA's Digitization Regulations


Lisa Haralampus
Director, Records Management Policy and Outreach
Office of the Chief Records Officer
National Archives and Records Administration



Refreshment Break 


The Changing Climate in Records Management: 

Preparing for the Future!

Records Management in the future-changing paradigm

Innovative approaches for Lifecycle management
Overcoming obstacles 
New Technologies - Blockchain, IoT and more... 


Rosendo ‘Red’ Molina

Business Development Director
OpenText Public Sector

Walter Poss

Records Management Subject Matter Expert
OpenText Public Sector

Stan Wood
Enterprise Information Management Principle Solutions Consultant
OpenText Public Sector 


Hosted Working Luncheon

 Students will be presented with a discussion topic and a student table leader will report-out during the afternoon session


Report-out by Student Table Leaders from Working Luncheon


Records Managers Panel: "Real World" Perspectives 

How Agencies are preparing the 2019 NARA Electronic Records Deadline
Current perspectives  

Records Management and the Cloud 
Working with the Senior Accountable Official 

Lessons Learned from Real World Experiences in Coordination with the CIO Office 
Privacy Act and Records Management

Moderated by: Sukumar R. Iyer, President & CEO, Brillient Corporation


Government Panelists: 


Debbie Kramer, Branch Chief, Records and Data Management, U.S. Department of Health & Human Services


Laura M. Besong, Departmental Records and Information Officer, U.S. Department of Labor 


Kris McFail, Head, Records Management Section, Division of Administrative Services, National Science Foundation



Refreshment Break 


Microsoft Office 365 and Government Records Management: CAPSTONE and More
Previous government students at Potomac Forum Records Management Workshops  requested a discussion of Microsoft Office 365 for Records Management. In response to requests, Potomac Forum invited Microsoft to discuss Office 365, CAPSTONE and Records Management


Michael Lord, Office 365 - Records Management Technical Specialist

Microsoft Corporation 


Holistic Approach to Records Management
This is an extremely well received presentation of a Holistic Approach to Records Management from a Senior Executive Responsible for Information Management at the Highest Levels of DOD and is Applicable to Both Civilian and DOD Communities).

Mr. Patrick will discuss records management as a subset of a holistic approach to managing all of an organization’s data. Whether electronic, paper, or resident in the minds of its employees, an organization’s business information must be instantaneously accessible so senior leaders can make data-driven decisions at the speed their jobs require. This is a journey of many steps - some involving people, process, and technology.

Comparisons will be drawn between the DoD Joint Staff’s journey and your own organizations’ making this a highly impactful session for information, records, knowledge, IT, and legal professionals alike.


Mark Patrick, Chief, Information Management Division, The Joint Staff Secretariat, Department of Defense


Wrap-up and Q&A 


Workshop Adjourns


*Agenda is subject to change

Registration Information

Early Bird Registration Fee

Registration Fee

After November 1, 2019

Government Employees:
(Federal, State or Local Government Issued ID)




Industry and Contractors: 

(Including contractors on-site and in direct support of government agencies).

$895 $995

Team “Learn Together” Rate: 

3rd  person (and all other subsequent group members) from same office receives a $200 reduction off their registration,

All Day Refreshments, breakfast and Hosted Luncheon

Keynote Speaker
Cancellation Policy

Confirmed registrations who cancel within 3 business days of the program will be subject to a $250 cancellation fee. Registrations cancelled after the program starts are subject to the full registration fee. Substitutions can be made at any time. In the event a particular training workshop is cancelled, the liability of Potomac Forum, Ltd is limited to refund of any prepaid registration fee.

Who Should Attend
  • New and Experience Records Management Executives, Managers and Staff
  • CIOs and the Staff including technical staff involved with Records Management
  • Senior Agency Officials (SAOs) for Records Management and those who report to or support  the SRO 
  • IGs and Staff
  • All those with responsibility for initiating and carrying out the reforms mentioned in the  OMB Memos and Directives
  • Professionals responsible for managing information resources on an enterprise-wide basis
  • Those needing to understand latest NARA policy and guidance
  • Contracting, Procurement and Acquisition Management Professionals
  • Program Managers Who Must Understand Records Management in Government
  • Government executives who want to understand email retention and records management regulation, policy, and legislation.
  • Industry Partners

Keynote Speaker: 

Laurence Brewer 
U. S. Government Chief Records Officer
National Archives and Records Administration



Lisa Haralampus
Director, Records Management Policy and Outreach
Office of the Chief Records Officer
National Archives and Records Administration


Debbie Kramer

Branch Chief

Records and Data Management

U.S. Department of Health & Human Services 


Laura M. Besong
Departmental Records and Information Officer
U.S. Department of Labor  


Mark Patrick
Chief, Information Management Division 
The Joint Staff Secretariat 
Department of Defense 


Kris McFail
Head, Records Management Section
Division of Administrative Services
National Science Foundation 


Michael Lorde
Office 365 - Records Management Technical Specialist


Sukumar R. Iyer

President & CEO

Brillient Corporation 


Rosendo ‘Red’ Molina

Business Development Director
OpenText Public Sector


Walter Poss

Records Management Subject Matter Expert 

OpenText Public Sector


Stan Wood

Enterprise Information Management Principle Solutions Consultant 

OpenText Public Sector