Establishing a comprehensive, self-sustaining Records and Information Management (RIM) program

Instructor: William S Horn
Product ID: 701656
Training Level: Intermediate
  • Duration: 45 Min

recorded version

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In this Records and Information Management (RIM) program learn how to build an effective, comprehensive and self-sustaining record and Information Management program.

Why Should You Attend:
Organizations of all sizes and in all industries are facing an overwhelming explosion of electronically stored information (ESI). A flat paper document of a decade ago now contains hyperlinks and imbedded video. Data stored in a single mainframe may now be stored in a “cloud”, shared and enhanced by systems and users both inside and outside the organization.

Outdated industry regulations were often written when documents were in paper format and electronic data was well controlled by a limited number of technology professionals. Today organizations must interpret those old regulations in a business environment where data is user-controlled through a never ending stream of new tools such as wiki’s, blogs, text messages, Facebook, Twitter and more.

Some industries such as Financial Services and Health Care are facing unprecedented regulatory change and must formulate ESI strategies and implement programmatic change quickly in order to comply. Rather than a piecemeal solution a strategically prioritized, comprehensive RIM program can reduce enterprise costs and risks while satisfactorily addressing the separate concerns of individual organizational constituencies.

Attend this Webinar to learn how to build an effective, comprehensive, self-sustaining, RIM program in order to reduce costs and mitigate risk in your organization.

  • Understand the risks confronting organizations in managing electronically stored information (ESI) and address them BEFORE faced with regulatory and legal actions.
  • Discover what defines a high quality, self-sustaining records and information management (RIM) program.
  • Target sponsors and key stakeholders, and recruit them to your cause.
  • Learn the tricks to building a loyal team of indirect, enterprise-wide resources.
  • Learn how to construct a monitoring program that ensures the longevity of the program, independent of specific personnel.

Areas Covered in the Seminar:

  • Organizational risks and costs.
  • Functional objectives and motivation.
  • Governance model.
  • Prioritization.
  • ESI categorization and retention.
  • Policies and procedures.
  • Education, training and awareness.
  • Metrics and Monitoring.
  • Questions & Answers.

Who Will Benefit:

The following individuals or disciplines will benefit from attending this Webinar:
  • Senior executives and VP/Director level staff from:
    • Records Management
    • Information Management/Information Technology
    • Information Security
    • Legal
    • Litigation Support
    • Compliance
    • Risk
    • Business Continuity

Instructor Profile:
William S. Horn, Bill is the Executive Director of IRIM, Inc. (The Institution of Records and Information Management) and is responsible for advancing records management and eDiscovery knowledge through RIM Education ( He has 15 years of consulting experience in healthcare, manufacturing and government and over 11 years of executive experience in the financial services industry. He has extensive IT, business analysis, process design and strategic planning experience at large global corporations and was a principal in two start-ups. He is an expert in designing business process and technology solutions that balance regulatory requirements, litigation risk and operational goals in alignment with organizational strategies.

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. As VP Records Management and Litigation Support, he led the effort to establish the governance model, build the IT infrastructure, develop the corporate policies and procedures, train associates, change organizational and individual associate behavior, and measure the effectiveness of the program—benchmarking against industry peers. As the head of Litigation Support he led processes improvement efforts leveraging various service vendors for specific expertise and to manage workload, and researched numerous technology solutions to reduce costs and improve effectiveness.

Bill’s executive experience provides him the unique ability to frame a problem, communicate solutions and motivate senior management teams across decentralized organizations to take action. Through his “insider” experience Bill understands the complex interaction between the Legal, Risk, Compliance, Security, Information Security, IT and Business Operations groups. He also understands each group’s distinct motivation and works with them to design solutions that positively impact the entire organization. He can negotiate with executives to balance the sometimes conflicting needs of these groups since they all influence policies and procedures as well as technology and human capital investments. Perhaps most of all, he understands their weaknesses and gaps and shares their apprehension in anticipation of a new wave of regulations.

Bill has a BS in Mathematics from the University of Vermont and an MBA from Rensselaer Polytechnic Institute. He is a member of EDRM, AIIM, ARMA and AHIMA. As a member of the EDRM (Electronic Discovery Reference Model) Project, Bill is currently leading a subgroup tasked with building an Information Management Reference Model for health care.

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