Law Firm Records Management: January 7 Seattle Municipal Tower, Rm 1610

Date: Thursday, January 7, 2010

Time: 11:45-12:00 p.m. networking; 12:00-1:00 p.m. program

Cost: FREE (Brown Bag lunch)

Location: Seattle Municipal Tower, 700 5^th Ave Room 1610 (16^th floor)

Program: Law Firm Records Management

Program Description: This session is an introduction to records management in a law firm environment (mid- to large-size). Come discuss all aspects of records management in the legal culture – far different than other business disciplines. This interactive discussion revolves around managing the record life cycle (physical and electronic), from creation to destruction – and the pitfalls in between.

Upon completion of this Web Seminar, participants will be able to:

· Apply best practices in the management of all the enterprises records (electronic and physical).

· Draft a policy on how transfers are processed for the release of records, incoming attorneys with a book of business, and outgoing attorneys leaving with clients to other firms.

· Develop strategies to use to manage a legal hold scenario for electronic and physical files.

· Implement a retention policy and design a destruction program for electronic and physical records.

Speaker: Andrew J. SanAgustin has been in the Records and Information Management field for 20 years. Currently, he is the Records and Conflicts Manager with Foster Pepper PLLC, in Seattle, WA. He began his career in Washington DC (where he attended the University of Maryland). His technical knowledge, understanding of Records theory and application, and project management ability lead him to opportunities in Pittsburgh, New York, and Seattle. His experience as a RIM leader spans across different corporate environments and business fields, including banks, real estate firms, accounting firms, city governments, and law firms. Along with managing team members with his solid peopling and coaching skills, Andrew is able to identify the Records needs of a business, and implement effective solutions with positive results - (including document and electronic content management, retention, destruction, offsite management, policy drafting and implementation, disaster recovery, E-Discovery management, Litigation Support, and vital record management­).

Andrew is a member of AIIM, ALA, ARMA, a board member of the Greater Seattle Chapter of ARMA, and spearheads the Seattle LISG (Legal Industry Specific Group). He is a National Speaker, a Topic Expert Presenter, a lecturer and Advisory Board member of the University of Washington Electronic Discovery Management Certificate Program, and CLE speaker and instructor (through the Washington State Bar Association), and has authored published articles on Records and Data Management.

Register: This program is open to all Greater Seattle members and their guests. Please register by Tuesday, January 5 by emailing registration@armaseattle.org and include your name, organization, and phone number and number of guests; or Sue Gunderson at sgunderson@datasitenw.com

Directions: To Seattle Municipal Tower on Southbound on I-5: Take the James Street exit #165A and turn right on Columbia or James streets. Northbound on I-5: Take the James Street exit #164A and turn left on James street. For Parking or more detailed directions please see the following Website: http://www.seattle.gov/html/citymap.htm

Andrea Bettger

Records Analyst

600 4th Ave., Floor 3

Mailing Address: PO Box 94728

Seattle, WA 98124-4728

The Office of the City Clerk supports open government and the democratic process by preserving and maximizing public access to the City's official and historical records, promoting City-wide compliance with records retention law, and facilitating the legislative process.