The Canadian Institute's Forum on
Document Management & Retention
Practical Techniques for Developing, Implementing and Maintaining Your Organization's Document Management System
Wednesday, May 04 to Thursday, May 05, 2011
Metropolitan Hotel, Toronto, Ontario
DAY 1: WEDNESDAY, MAY 4, 2011
8:00 Registration Opens and Coffee Served
8:45 Opening Remarks from the Co-Chairs
9:00 Document Retention: A Checklist of What You Really Need to Keep and for How Long
10:00 Networking and Refreshment Break
10:15 Best Practices for Creating and Implementing a Successful Records Retention Policy
10:45 Implementing a Document Retention Policy: Case Study – A Look at the Creation of TD Bank’s E-Message Retention Policy
Implementing a successful records retention policy is no easy feat and few resources exist to help you. Attend this session and get the tools you need by hearing about the process TD Bank utilized in order to set up its E-Message Records Retention Policy.
11:30 Q&A Session: Ask Mr. Jaar and Mr. Saldanha your Record Retention Questions
12:00 Networking Luncheon for Delegates and Speakers
1:15 Keys to Getting Your Employees to Change Their Document Retention Habits
2:00 Picking the Right Document Management Software and Vendor to Represent Your Organization – Useful Help to Narrow Your Options
Mr. George J. Dunn, Founder and President Of CRE8 has over 25 years of experience in providing imaging, electronic document management, workflow, and retention/disposition technology planning services. He has worked with hundreds of organizations and instructed thousands of individuals. A few examples of CRE8 clients include: AT&T, Fred Hutchinson Cancer Research, Paul Weiss, City of Seattle, Snohomish County PUD, State of Washington, Motorola, Swedish Hospital, Lynden Air Freight, Chase Manhattan Bank, SAFECO and Starbucks.
3:00 Networking and Refreshment Break
3:15 The Process of Choosing a Vendor for Your Organization: Case Study
There are currently hundreds of document management vendors and software options available. How have others tackled the difficult process of choosing the right one for their organization? Come learn how TD Bank navigated the minefield and the procedure they used to successfully choose their vendor.
4:00 Learning How to be Efficient and Cut Costs When Faced with Litigation
5:30 Co-Chairs’ Closing Remarks
DAY 2: THURSDAY, MAY 5, 2011
8:15 Coffee Served
8:45 Opening Remarks from the Co-Chairs
9:00 How to Implement a Document Management System: Learning from Others Who Have Taken up the Challenge
What better way to learn about implementing a document management system than hearing from others who have already done it? Attend this session and you will be provided with practical guidelines for effective implementation and be made aware of pitfalls so that you don’t repeat the same mistakes.
10:15 Q&A Session – Take this Opportunity to Ask the Panel Your Questions
10:45 Networking and Refreshment Break
11:00 Assessing the Latest Technology Available and Understanding Current Trends
11:45 How to Store and Inventory all of the Records that you have Retained
Robert M. Gerbrandt
12:30 Co-Chairs’ Closing Remarks
POST-PROGRAM WORKSHOP | MAY 5, 2011
1:30 – 5:00 pm
In-Depth Master Class: Developing and Implementing a Document Management System
It has become increasingly obvious that organizations today need to implement document management systems, but where do you start and how do you actually go about implementing them? This workshop will provide you with the building blocks to develop your organization’s document management system and practical guidance on how to implement it. Learn directly from the first-hand experience of our workshop leader.
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Wed, May 04, 2011
Thu, May 05, 2011
This program has been accredited by the Law Society for 7.5 hour(s) toward the annual Professionalism Requirement.
This program has been accredited by the Law Society for 11.5 hour(s) toward the annual New Member Requirement.
This program has been approved by the Law Society of Saskatchewan for 9.5 CPD hours for the conference. Members will also receive 3 additional CPD credit hours for attending the workshop.
The same number of hours may be applied toward your continuing legal education requirements in British Columbia.
The Barreau du Québec automatically recognizes the same number of hours for this training activity, the latter having been accredited by another Law Society subject to MCLE.
Attendance at this program by members of the Law Society of Alberta may be submitted to the Law Society for Continuing Professional Development credits.