Log in
 Welcome to the ARMA International
 San Antonio Chapter Website!




ARMA Austin/San Antonio Annual Seminar 2018

  • Friday, February 23, 2018
  • 8:30 AM - 4:30 PM
  • San Marcos Activity Center, 501 E. Hopkins San Marcos, TX 78666

Registration is closed

ARMA Austin/San Antonio Annual Seminar

Register and pay for the event here!

Friday, February 23, 2018

8:30 - 4:30

San Marcos Activity Center

    501 E. Hopkins

San Marcos, TX 78666


Back by popular demand, the ARMA Austin and San Antonio Annual Seminar in San Marcos, Texas!  The partnership between Austin and San Antonio has been working so well, we just have to keep it going, and it is our combined membership who benefits!  So, please join us for another full day of records and information management education and networking with your peers and vendor partners.


Seminar Program:

Registration and Continental Breakfast: 8:30 – 9:00 am

Morning Sessions: 9:00 am – 12:00 pm


Records in the Cloud: 9:15 – 10:30 am

Conquering Cloud Computing Contracts

Ensure your company is negotiating contracts with cloud service providers and using and managing cloud services in a way that best protects your company.  Learn the legal landscape of cloud contracts and using the cloud:  what creates risk, what is legal, and what are best practices.  Then apply these lessons to your negotiations and contracts with other service providers.

Speaker – Karen Monsen, King & Sommer, PLLC


Karen Monsen is a seasoned litigator in various commercial and employment matters.  She has specialty knowledge in electronic discovery, forensic investigations, and cybersecurity, and has been hired as an expert in all of these areas by clients in widely diverse industries and from small family-law to nationwide litigation.   She both litigates on behalf of and counsels business clients in connection with employment matters generally, employment policies, controversies and disputes, litigation avoidance, employment legal compliance, noncompetition and confidentiality agreements, and general risk management strategies.


EDMS Deployment: 10:45 – 12:00 pm

Your Next, and Possibly Your Last, EDMS Upgrade Implementation 


The traditional model for Electronic Document Management Systems (EDMS) upgrade implementations has been to move from one version of your system to the next, over a space of years, as new versions are developed and released or as your business needs grow and change. In some cases you may have upgraded or moved because legislation has changed or the product you’ve been using has aged and gone out of support. Along the way, there may have been enhancements and upgrades released that you may have adopted, or not, as you determined was necessary. In most cases, the implementation of a new upgrade provided the business justification for many information management activities including, but not limited to, retention policy reviews, data consolidation and cleanup, taxonomy and meta-data discussions and data governance changes.

With the huge growth in Cloud and Software as a Service (SaaS) products for EDMS the system upgrade implementation model is changing. Cloud based systems are continuously changing and evolving. Releases of new functionality are on-going continuously. There won’t be a new version because you’ll always be on the latest version. Once you’ve moved to your Cloud platform there will be few business incentives or technical reasons to upgrade to a new EDMS system. This can be a great scenario as it can lower long run costs and limit work disruptions but it can also pose challenges for organizations that don’t plan for the Cloud.

This presentation will discuss implementation challenges and opportunities when moving to a Cloud based EDMS using SharePoint and O365 productivity tools as an example.      


Speakers – Timothy Cone and Resa Dorrani, Catapult Systems

Tim Cone is a Practice Director for the Gulf Coast Region of Catapult Systems. Tim has worked with large commercial and government clients implementing and integrating business critical applications for over 20 years. He has a deep background in Records Management and has worked with many practitioners in the field to ensure that large enterprise systems meet their requirements. Tim manages a talented team of consultants at Catapult that work with our Clients to improve productivity and solve business problems using Microsoft cloud and on premise platforms including Office365, SharePoint, Dynamics, Power BI and Azure Analytics tools.

Reza Dorrani is the Practice Technical Lead for the Catapult, Gulf Coast Productivity practice. Reza has deep technical and hands-on experience implementing record management systems, primarily systems based on the SharePoint platform. 


Lunch and Networking: 12:00 – 1:00 pm

Afternoon Sessions: 1:00 pm – 4:30 pm


Succession Planning: 1:15 – 2:30 pm

Succession Planning: Planning for Results

The absence of a succession plan can undermine an organization's effectiveness and its sustainability. Without a succession planning process, an organization may not have a means of ensuring that the services that are crucial to its operation are sustained beyond the tenure of the individual currently responsible for them. Successful succession plans provide a sense of stability and can leave the organization well prepared for all contingencies.  Join us for a practical, results oriented approach to building bench strength.

Speaker – Leanne King, SeeKing HR


Leanne King is the president and CEO of SeeKing HR.  She is a certified Senior Professional in Human Resources (SPHR), SHRM Senior Certified Professional (SHRM-SCP) and has been in the field of HR for more than 25 years.  She began her career in the United States Air Force before transitioning to various Senior Human Resource Management and Director level positions before opening her own HR consulting firm in 2007, SeeKing HR, offering a full suite of human resource services.


Cyber Security: 3:00 – 4:15 pm                                                                                                  

Cyber Security: Preventative Measures that Support Cyber Resilience

Cyber Threats can have an immediate impact with varying levels of consequences on any industry across the US and around the world. Threats may be from an external or internal source and the target of an attack can vary from focusing on networks of large or medium size organizations to individuals. With the ever increasing number of threats and reliance on Cyber Space, there is a need to educate employees, customers and partners on how to identify and deter online dangers. The Internet and a connected ecosystem have many values as well as risk and we must all share in the responsibility to promote a greater awareness in regards to cybersecurity and safe online practices. Patsy will share some ways that an organization and individuals can develop an understanding and ability to manage cyber risk of critical services during normal operations as well as times of operational stress in the midst of a crisis.

Speaker – Patsy Boozer, City of San Antonio


Patsy Boozer is the City of San Antonio Chief Information Security Officer (CISO). During her career, Patsy has gained experience in management, information security, security center operations, vulnerability and risk assessments, forensics, and information and cyber security operations and services. She has held positions managing information technology and physical security teams as well as delivery for government and commercial clients including Department of Defense (DOD), criminal justice, banking, oil and gas, healthcare, federal, state and local government.


Closing Remarks and Prize Drawings: 4:20 – 4:30 pm

Great Vendor Sponsor Support!

Andeavor, Kofile Technologies, OpenText, SafeSite, STARS, Access Sciences, PacoTech, GRM Information Management , Doc2e-file

(Vendor listing is tentative)


Great Food, Friends, and Finds

Along with lots of RM learning, continental breakfast, and Lunch will be provided by Jason’s Deli.  Additionally, snacks will be provided in between sessions to keep you going throughout the day.

With the seminar being held on a Friday and so close to the outlet mall, some of you may even take the opportunity to do a little shopping, dining, or treat yourself to some spa activities before heading back home.

Getting here

The San Marcos Activity Center is just a short drive off of Interstate 35 on East Hopkins Street in downtown San Marcos halfway between Austin and San Antonio, perfect for our chapter collaboration. This is also just a short drive from downtown San Marcos and very close to many of the city’s main attractions. 


Thank You, and We Look Forward to Seeing You at the Seminar!

Registration Information:

To register and pay for the event, please go online to http://armasanantonio.org to register.  From there, you should see the area with a registration information and further instructions.

$115 Early Bird Rate – Any time before February 1, 2017 Online

$130 Standard Rate – February 1 thru February 23, 2016 Online or at the Door

Vendor Sponsorships Available!

Please contact Raquel Garcia (raquelg@opentext.com) for more information!

Vendor Exhibit Sponsorship: $400

This sponsorship is for a 6-foot exhibit table for your display booth and includes:

·       Two free vendor representatives (includes breakfast and lunch)

·       Advertising in all seminar flyers and programs

·       A 5 minute presentation to all attendees on your company’s offerings and services

See the ARMA San Antonio website to register!


For any questions, please contact your chapter representative:

Austin ARMA Chapter Representatives

Chris Barden – Spring Seminar Co-Chair (chris.barden@ercot.com)

Julia Johnson – Spring Seminar Co-Chair (julia.johnson@capmetro.org)

San Antonio Chapter Representatives

Chuck Barnett – Membership (barnettcg@gmail.com)

Leticia Vacek – Vice President (leticia.vacek@sanantonio.gov)

Raquel Garcia – Vendor Liaison (raquelg@opentext.com)




   Thank You, and We Look Forward to Seeing You at the Seminar!

Powered by Wild Apricot Membership Software