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ARMA San Antonio Annual Seminar 2020

  • Thursday, February 20, 2020
  • 8:30 AM - 4:30 PM
  • Norris Event Center - 618 NW Loop 410, #207, SA, TX 78216

Registration is closed

ARMA San Antonio Annual Seminar 2020

Norris Conference Center = 618 NW Loop 410, Suite 207 (next to Alamo Drafthouse), San Antonio, Texas  78216

Free parking at the Norris Conference Center.

Make your plans to attend the 2020 ARMA San Antonio Chapter Annual Seminar, Thursday, February 20th for guidance with your Records Information Management, Information Governance, eDiscovery, and Cybersecurity challenges. This event offers sessions on an array of subjects of interest to Records Managers, Information Governance, IT, Legal, Privacy and Security Managers, and all levels of the records information profession. You are sure to find value in networking with RIM professionals and learn from those who have faced the same challenges as you.

The sessions will be relevant, engaging and focused on the following subjects:  Protecting Private Data, e-Discovery in the Courtroom, Cybersecurity, and Professional Development.  All session presentations are guaranteed to be dynamic and informative, you won't want to miss any of them!

We will continue the tradition of giving away an iPAD at the end of the conference along with all day door prizes – must be present to win! Join the industry’s leading professionals, vendors, and sponsors, as they gather for this great event!

This Seminar is currently seeking approval for the following ARMA, CE, CEU, CLE and CPE Credits: 

4.0 CE Credits
5.0 CE Credits
Legal/Attorney:   4.75 CE Credits
Legal Professional (NALS-PP;CLP;PLS): 4.5 CLE / MCLE Credits
Privacy & Data Protection (IAPP-CIPP): 4.5 CPE Credits
County TACs (SB 546 Compliance): 4.5 CE Credits

REGISTRATION FEES:   Apply online at https://www.sanantonio.org 

$ 150  Per person Before event - Members/Non-members
$   75 Per person - High school and College Students
$   95  Per person - Company group rate of 5 or more attendees
$ 175 Per person - Day of Event - walkins

Refund Policy:  Full refund if cancelled on or before February 7, 2020.  After February 14, 2020, $75 cancellation fee will apply.
Transfer Policy: Transfer to another person can be made anytime. 


800 to 900 Registration/Light Breakfast 
845 to 900 Opening Remarks - Introductions 

900 to 1000 Session 1

E-Discovery: What a State Court Expects from Your Company

The Honorable Cathleen Stryker, 224th District Court, Bexar County, Texas

Judge Stryker will discuss case law requirements when a company is on notice of litigation; what the court can require if the company does not properly respond to e discovery; sanctions that can be assessed; costs associated with e discovery and how those might be assessed. Judge Stryker will talk about cases where hard drives were ordered to be produced and where such requests were denied because discovery was appropriately responded to or the requesting party did not meet its burden.  With regard to retention policies, Judge Stryker will discuss the legal effect of a company’s failing to comply with its own policies.

1000 to 1015 Break and Sponsor 
1015 to 1115 Session 2

A Case for Digital Forensics

Stacy Kazmir, Forensic Case Manager – Flashback Data, Austin, Texas

Stacy Kazmir will cover, in-depth, digital forensics capabilities, the power struggle between forensics and Apple, and case studies involving digital forensics.  Be ready for the do's and don'ts of handling evidence - covering digital technology such as hard drives and cell phones.

1130 to 1pm Lunch Break and Hosted Sponsors 

1200 to 1230 Break and Sponsor Presentations

100 to 115 Door Prizes

115 to 215 PM Session 3


Transformation in Records Management

Sanjay Manocha, Esq., CIPP/US, Conduent Leader of Digital Risk and AI Transformation

Jason Atchley, Esq., Conduent Head of Sales, Legal, Compliance, & Analytics Solutions

The speakers will explore driving and motivating factors going into a large US financial institution's efforts to digitize a physical records management function, and use that as grounds to raise the bar across the enterprise.

215 to 230 PM Break and Door Prizes - Sponsor 
230 to 330 Session 4

Forensic Technology for Internal Investigations

Dennis Kiker, KPMG Director

Jennifer Ellefson, KPMG Associate in Forensics

Records and information management professionals often are drawn into internal investigations as the investigators attempt to locate relevant information, and modern internal investigations involve data - lots of data: Email, documents, cell phone data, and more.  What can the investigators do when they find more data than they expected?  In this entertaining presentation, you will see how and when forensic technology can be used to support an internal investigation as we walk through a “day in the life” of a modern investigation.

330 to 345 PM Break and Door Prizes - Sponsor 
345 to 430 Session 4

“Is It Possible? – To Capture, Document, & Maintain Retention & Governance Policies for the Entire Organization”

Michael Shearman, Director of Sales – Everteam

For records management and information governance today, there are two drivers of change that often seem to be at odds: the increasing level of compliance, think GDPR, CCPA, NYDFS and seemingly pulling the other way, the increase in both documents and data repositories.   As content continues to explode along with source systems such as slack channels, cloud applications, internal business applications, the need to somehow understand what data we have and the ability to manage it becomes a serious challenge.  This discussion will highlight how the use of technology, through the use of automation and AI, can discover what data is out there and then begin the process of ensuring this data is a part of a process workflow attached to policies through the use of auto-classification.

430 Door Prizes - iPad giveaway and Sponsors 
Seminar Adjouns




The Honorable Cathleen Stryker, 224th District Court, Bexar County, Texas

E-Discovery: What a State Court Expects from Your Company

The Honorable Cathleen M. Stryker received her undergraduate degree from Cornell University (1989) and her law degree from Villanova University School of Law in 1993.  She began her practice in a Philadelphia law firm in the area of employment law.  In 1996 she and her husband moved to San Antonio where she was employed as an associate and then later a partner at the law firm of Ball & Weed.  In 2005, she and two of her colleagues from Ball & Weed formed the firm of McClenahan, Anderson & Stryker, P.C., specializing in commercial litigation and employment law matters. As part of her practice, Judge Stryker was a mediator in both general civil matters and family law matters.  She was elected as Judge of the 224th District Court in 2010 and took the bench on January 1, 2011.  As a District Judge she handles all types of civil cases.


Stacy Kazmir, Forensic Case Manager – Flashback Data, Austin, Texas

A Case for Digital Forensics


Stacy Kazmir is a Forensic Case Manager with Flashback Data out of Austin, Texas.  In that position she works with clients on all forensic testing matters, from inception to completion; manages investigations; develops search warrants, sworn affidavits, and court orders; and supervises forensic examination teams, among many other tasks.  Previously she was a Crime Scene Specialist for the Austin Police Department, and a Forensic Entomologist for the Williamson County Sheriff’s Office.  She has worked in the crime scene units for the Houston and Bryan Police Departments.  She has conducted numerous trainings, and has testified as a crime scene expert witness in various criminal trials.


Sanjay Manocha, Esq., CIPP/US


Jason Atchley

Physical-to-Digital: Transformation in Records Management


Sanjay Manocha, the leader of Conduent’s Digital Risk and AI Transformation business, is responsible for development, innovation and deployment of AI and data science solutions to meet real-world risk and business transformation challenges. He works with leading corporations to leverage and apply technology to create more intelligent and immediate insights across the business. Sanjay has more than 15 years of experience in risk and data science consulting and solutions and has held diverse roles across the industry, as an entrepreneur and business executive leading product, strategy, sales, consulting, and delivery operations.

Having also practiced law as a corporate defense attorney, Sanjay possesses a strong cross-industry background and understanding for digital transformation and technology convergence across risk and compliance domains, which lends well to delivering innovative and transformational solutions.  Sanjay holds dual degrees in Computer Science and Economics from Rutgers University, and earned his law degree from Seton Hall University School of Law. He resides in Brooklyn, NY, and is based out of Conduent’s New York City offices.

Jason Atchley is a Senior Sales Business Development Consultant in Conduent’s Legal, Compliance, and Analytics division. Jason focuses his efforts on market-facing sales activities with an emphasis on bringing solutions to clients and their counsel, both at law firms and corporate legal departments. Jason uses his more than 19 years of experience to advise clients in identifying, selecting, and implementing the correct legal, compliance, and analytics solutions.

Jason has a deep passion for the law and technology and is frequently asked to speak on various legal technologies at industry conferences and law schools. He  has authored numerous articles on legal tech and has been featured as a key participant in a Legal Tech In-House Counsel Summit Series.  Jason is married to his college sweetheart, Brenda, and they live in Austin, where they raise their 5 children and enjoy BBQ, live music, and the Texas Longhorns.


Dennis Kiker


Jennifer Ellefson

Forensic Technology for Internal Investigations


Dennis Kiker is a Director at KPMG.  As a member of the firm’s Forensics team, Dennis often is called upon to support internal investigations into fraud, misconduct or other issues.  He has helped numerous companies faced with the dual challenges of short deadlines and large volumes of documents by leveraging eDiscovery technologies and workflows to enable a faster, more efficient review of the data.

Jennifer Ellefson is an Associate in the Forensic practice at KPMG.  Jennifer has become one of the firm’s top Brainspace analysts, and has leveraged this powerful tool in a number of investigations and litigations.  Using advanced analytics techniques and workflows, Jennifer has guided investigation and litigation teams through large document populations in a fraction of the time traditional review would have taken.

“Is It Possible? – To Capture, Document, & Maintain Retention & Governance Policies for the Entire Organization” 

Michael Shearman is a Sales Director for Everteam.  With 25 years’ experience in various roles within technology and software companies, Mike brings a deep level of expertise in managing data and using AI to fully make the most of what’s possible in gaining insights and meaning


Norris Event Center

618 NW Loop 410

Suite # 207

San Antonio, TX 78216


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