1. Introduce self. Add something fun and relevant about self.
Thank Region Team for opportunity to present.
Unlike previous years when we shared stats, this year want to share some info on AIEF but want to understand how familiar you are with the Foundation.
Recognize some chapter leaders are new and may not know too much about Foundation.
Show of hands on how many leaders are familiar with AIEF.

2. AIEF receives 501(c)(3) status
AIEF is incorporated
ARMA International creates an education and scholarship Fund
1973
1997
2015
ARMA decides to change the FUND to a FOUNDATION
AIEF becomes an independent, self-operated organization
1973 – ARMA International created education and scholarship fund. Sole purpose was to grant scholarships for individuals enrolled in full-time education in the field of RIM.
Mid-1990s – ARMA BOD realized the Fund did not meet the needs of the practitioners or the field of RIM.
1996 – ARMA decided to create the Foundation.
1997 – Foundation was incorporated.
1998 – the Foundation received 501(c)(3) tax exempt status.
2015 – the Foundation became an independent, self-operated organization, i.e., no longer under ARMA umbrella, and no longer have the privilege of administrative and operational support. Thank ARMA for their support in the past years.

3. Foundation Today Mission Board of Trustees
To fund and promote research, scholarship, and educational opportunities for the information management profession.
Six Operational Committees
Our mission has not changed over the years.
Our mission is to fund and promote research, scholarship, and educational opportunities for the information management profession.
ARMA continues to endorse the Foundation, and as you can see, uses ‘ARMA International’ as a part of its name.
BOT of 9 Trustees.
6 Operational Committees – (list the committees) Working board, i.e., each Trustee chairs a committee.
Welcome and encourage joining BOT or Committees.
Foundation vision is to expand network of supporters and to provide our services to professionals in other IM-related organizations as well, e.g., AIIM IAPP, PRISM, etc.
Run by volunteers
Expanding network of supporters

4. Since 1998…
Spent over $200,000 in scholarships & funded over 25 research projects!

5. AIEF-Graduate Scholarships
2018 Winners
Summer Shetenhelm –
Univ. of Denver
Jennette Chalcraft –
Univ. of British Columbia
Erica Vanden Bosch –
Univ. of Ottawa
Dominique Glassman –
Univ. of Toronto
Danielle Batista –
Five scholarships ($8,000)
Goal:
For aspiring information management professionals currently enrolled in graduate-level education programs
Application typically available in early January with end-of-March deadline

6. Access Leadership Scholarships
Two Scholarships - $6,000 & $2,000.00
Goal:
- For current RIM practitioners currently enrolled in an education program (associate, bachelor, or graduate) to help advance them in their positions of responsibility
Application deadline August 31, 2018
2017 Winners
Brett Wise - Harvard Extension School
James Carpenter - San Jose State Univ.
Applications are now being accepted.
The goal is,
- to enable RIM practitioners to advance to positions of greater responsibility that require college degrees, and
- to advance their leadership skills for roles in the field of information management.
Brett Wise currently serves as the Director of Records and Information Management (RIM) at the American Board of Pediatrics. He is enrolled in the Harvard University Extension School, working on a Masters in Liberal Arts with a focus on Information Management Systems.
James Carpenter is a Records Assistant at the law firm of Stroock & Stroock & Lavan LLP. He is enrolled in the Masters in Archives and Records Management Program at San Jose State University.

7. La ARMA Nostra Certification Reimbursement Award
Six - $500 tuition reimbursement awards
Goal:
For IM practitioners working toward or having recently completed certifications related to information management, such as the CRM, IGP, or other related certifications
Application deadline August 31, 2018
2017 Winners
Sandra Bates - Regina, SK
Aimee Dyjer - Lyodminster, AB
Elizabeth Francis - Somerville, MA
Torey King - Trenton, NJ
Elena Tanner - Sugar Land, TX
Jia Zhu - Edmonton, AB
This program provides $500 reimbursement grants for information management practitioners working toward or having recently completed certifications related to information management, such as the CRM (Certification of Records Management) and IGP (Information Governance Professional Certification).
This year, the Foundation will issue six (6) grants.

8. Research Activities Projects in Progress Forthcoming Papers Blockchain
Big Bucket Retention by William Saffady
Court Cases by John Montana
Projects in Progress
Blockchain
Industry-In One
Collegiate Directory Update
ARMA/AIEF partnership for a peer- reviewed issue of Information Management magazine
A series of papers to identify the state of information management within an industry, highlighting records management, in a condensed report (25-30 pages) for each of the following industries: energy, finance, and legal.
Canadian Requirements for Personal Information Protection by Stuart Rennie (2017)
Requirements for Personal Information Protection: U.S. Federal Law by Virginia Jones (2017)
Requirements for Personal Information Protection: U.S. State Laws by Virginia Jones (2017)

9. Funding Sources ARMA International La ARMA Nostra Access Leadership
Individual supporters
ARMA member renewals (donation to Foundation)
ARMA Chapter donations
Fundraising campaigns
These are the current funding sources .
Foundation runs annual fundraising campaigns.
- In the past Silent Auction
- Raffle (but not a raffle)
- Donation opportunities via web site
Budget :
Scholarships $20,000
Research $20,000

10. Raffle

11. Complete survey and choose to enter into a draw for a gift
As stated in opening remarks, seek your familiarity with the Foundation and its services.
Information gathered will help to determine what Foundation should focus on for future marketing.
5-minute online survey.
QR code OR link
Complete survey and choose to enter into a draw for a gift
Will notify the winner …….
Complete survey and choose to enter into a draw for a gift

12. Contact Donald C. Force Trustee, Vice Chair & Chair Elect
For any further information on the Foundation
Interested in serving on a committee
Want to know how you or your chapter could support the Foundation