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Embracing Change: Evolution of Records Management

Explore the dynamic shifts in the records management profession, from historical roots to adapting to modern technology and legal landscapes. Learn from a case study on K&L and practical strategies for career advancement. Contact Mark S. Vitalie, CRM, for insights.

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Embracing Change: Evolution of Records Management

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  1. Changing with the Times—The Odyssey of the Records Management Profession Presented by: Mark S. Vitalie, CRM October 1, 2004

  2. Agenda • A little bit of history • Outside influences • Professional goals • Case study: K&L as an example

  3. History – The job has changed • Evangelist • Technologist • Business Manager • Technologist • Specialist • Technologist • Legal researcher

  4. AREA ARMA AIIM ICRM NIRMA PRISM ACRC PRISM EMA SAA ICA etc. History – Role of Associations

  5. Outside Influences • Technology • Industry competition • Lawyers and judges • Regulators

  6. Paper Microfilm Microfiche COM CAR Bar-coding Color-coding High-density shelving RFID LAN/WAN SAN etc. Technology

  7. Technology Concepts • Databases • Metadata • Data storage methods • Structured and Unstructured searching

  8. Challenge How do I learn about all of this?

  9. Laws and Regulations • Jurisdictions • Federal • State • Local • Regulatory agencies • Industry-specific • IRS • SEC

  10. Challenge How do I learn about all of these laws and regulations?

  11. Reaching the top of the Profession • On the job training • Formal education • Accredited school • Professional associations • Certifications

  12. Challenge How do I find time to do this?

  13. Case Study: K&L as an example • 10 domestic offices • 740 attorneys • 36th largest firm in the US • In talks to merge with London-based law firm

  14. Records Management at K&L • RM environment becoming more complex • Understanding of technology • Proactive not reactive • Monitor legal landscape • Sensitivity to issues • Experience

  15. Organizational Structure • Traditional model • New model?

  16. Contact Information Mark S. Vitalie, CRM Kirkpatrick & Lockhart LLP 1800 Massachusetts Avenue, NW Washington, DC 20036 202-778-9303 mvitalie@kl.com

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