April 2018 Events

AIIM 2018 – San Antonio, Texas, April 11-13, 2018

We’ll be attending this event and hope to see you there. Look me up on the Conference mobile app if you would like to meet up.

ARMA Orlando Chapter – location tbd, April 17, 2018, 11:00 am – 1:00 pm

I will presenting Part One of RM Procedures. This is a 2-hour session that will be completed at the May Chapter meeting. We will present a RM procedure frame work and examples of how to realistically implement procedures such as retention, circulation and disposition.

April 2017 Events

ARMA Gulf Coast Chapter

March 30-31, 2017

Bytes, Basics and Beyond (May the Records Force Be With You) 

Safety Harbor Resort and Spa, Florida (near Tampa / Clearwater)

Okay this is in March but in case you missed the earlier announcement there is still time to register for this. I will be presenting the keynote session at this well regarded education event and discussing the evolving ECM marketplace. 

For more details see their website. Florida Gulf Coast ARMA chapter 

The agenda is below.


CAPSERVE 17 presented by HSA Inc.

Service Provider Capture Summit

April 5-6, 2017

Hilton Washington Dulles Airport

The next generation service provider forum is hosted by IMAGAZ and HSA. I will be moderating a panel with representatives from ABBYY, IBM, and OpenText.  The topic is How to Select And Manage Cloud Services – Which Traditional ECM and Capture Vendor’s Cloud Services Should You Use?

Information about the conference can be found at CAPSERVE 17.


Workshop on Developing & Managing Electronic Records in Corporate Records Management Systems

Conducted by Priscilla Emery for Lorson Resources

April 25-26, 2017


For more information about attending this class please contact Emerson Bryan at ebryan@lorsonresources.com

The initial program outline is presented below but please note that this is revised depending on changing market and geographic developments.


March 2017 Events

AIIM Conference 2017 

March 13-16, 2017

Hyatt Regency Grand Cypress, Orlando, Florida

I’m not presenting at the conference this year but I will be attending and look forward to meeting up with the AIIM tribe. I’ve attended every AIIM conference since 1988 and I’m not about to break the streak yet.

If you are attending, I strongly recommend downloading the AIIM Conference app (my understanding is that the latest version should be available on Feb 28) to really connect with and enjoy the event. Feel free to link up with me in Orlando and we can discuss the industry issues of the day. And, since Orlando is my home base and I’m familiar with the dining, shopping and museums in the area feel free to ask me about my present hometown.

For more information about the conference check out the AIIM site. AIIM 2017

ARMA Gulf Coast Chapter

March 30-31, 2017

Bytes, Basics and Beyond (May the Records Force Be With You) 

Safety Harbor Resort and Spa, Florida

I will be presenting the keynote session at this well regarded education event and discussing the evolving ECM marketplace. 

For more details see their website. Florida ARMA Gulf Coast Chapter

June 2015 Events

AIIM Florida Chapter Meeting

Join me and Take the Terminlogy Challenge and Win! at the next AIIM Florida Chapter meeting on Thursday, June 11, 2015 at 11:30 AM EDT being held at Idatix Corp in Clearwater, Florida, 1499 Gulf to Bay Blvd., Clearwater, FL 33755.

As an ECM professional it is important to understand the terminology associated with the both new technologies and business practices that impact your implementation initiatives. Using a game show format, this fun session will cover terminology coming from social media, cloud computing, security, privacy, e-discovery, business practice, and more. The session will prepare you to be more conversant with other departments in your organization and stay on the forefront of business and technology trends.

Why You Should Come

  • Learn how to be up to date on ECM information to share across your organization
  • Gain insights into the key terminology and trends in ECM
  • Understand technology trends that impact your ECM Implementation 

Please RSVP to Pamela Yemma pamelayemma@yarnall.com by Tuesday, June 9th, 6 PM EDT for an accurate food count. Fee is $15.

ARMA Central Florida Chapter Meeting, June 19, 2015

The IT Mind and Its Tribulations: A Records Manager’s Look presented by Mauricio Perry, CRM

Mauricio is a Certified Records Manager, a Certified e-Discovery Specialist, and a Certified Quality Engineer. He has more than 18 years of experience managing records for a multi-national company. He is the webmaster for the Palm Beach Treasure Coast Chapter of ARMA.

  • 4Rivers is being catered in for this June seminar/luncheon!
  • Parking will be provided!!
  • LOCATION: Orange County 109 Church Street Building – 4th floor conference room
  • FEE: $20.00
  • Contact Brian Lefils to reserve a spot at the meeting. bryan.lefils@occompt.com

May 2015 Events

ECM Scope (i.e., Priscilla Emery) will be presenting at the following events this month:

  • The Document Strategy Forum #DSF2015 from May 12-14, 2015 in Greenwich, CT at the Hyatt Greenwich.  She will be presenting a case study on the Destruction of Paper vs Electronic Records. Many organizations think they can use the same destruction process they have defined in their paper-focused retention schedules. Unfortunately, that approach is not prudent.
  • The Florida Records Management Association (FRMA) will be conducting its annual conference from May 19-22, 2015 at the The Shores Resort and Spa, Daytona Beach Shores, FL. Priscilla will be conducting a half day session on Social Media and RM on the afternoon of the 19th and the game show format session, Taking the Technology Terminology Challenge on the afternoon of the 20th.

Other Information Governance events this month include:

The MER Conference will be taking place at the Westin Michigan Avenue in Chicago from May 18-20.  This is an excellent event but we can’t be in two places at once.