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

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

History – The job has changed n Evangelist n Technologist n Business Manager n Technologist n Specialist n Technologist n Legal researcher

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

Outside Influences n Technology n Industry competition n Lawyers and judges n Regulators

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

Technology Concepts n Databases n Metadata n Data storage methods n Structured and Unstructured searching

Challenge How do I learn about all of this?

Laws and Regulations n Jurisdictions — Federal — State — Local n Regulatory agencies — Industry-specific — IRS — SEC

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

Reaching the top of the Profession n On the job training n Formal education — Accredited school — Professional associations n Certifications

Challenge How do I find time to do this?

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

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

Organizational Structure n Traditional model n New model?

Contact Information Mark S. Vitalie, CRM Kirkpatrick & Lockhart LLP 1800 Massachusetts Avenue, NW Washington, DC