Disclaimer: The schedule is not yet finalized. Times and presentation descriptions are subject to change.
| 7:30 - 8:45 AM | Registration and Exhibitors | Pre-Function Area, Redwood/Dogwood |
| 7:30 - 8:45 AM |
Breakfast Buffet Sponsored by IQBG |
Grand Oak Ballroom A/B |
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| 8:45 - 9:00 AM |
Welcome and Introductions Matt Logie, President |
Grand Oak Ballroom A/B |
| 9:00 - 9:50 AM |
Keynote Address Dr. Moya Hill, Dr. Moya Hill Solutions LLC |
Grand Oak Ballroom A/B |
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Description forthcoming. | |
| 9:50 - 10:00 AM | Ambassador Introduction - Quality Associates, Inc. | Grand Oak Ballroom A/B |
| 10:00 - 10:55 AM |
Modernizing Retention Schedules for Electronic Records Management
Maxine Pluto, Records Management and Information Officer, Virginia Housing Development Authority |
Grand Oak Ballroom A/B |
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As agencies continue migrating records into electronic repositories such as SharePoint and Microsoft 365, vague retention triggers such as “after last action,” “after event,” or “after superseded/obsolete” create significant challenges for automation, defensible disposition, and lifecycle governance. This session will discuss the importance of clearly defined cutoff events and measurable retention triggers in modern electronic records management environments. |
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| 10:55 - 11:15 AM | Coffee Break with Exhibitors | Redwood/Dogwood |
| 11:15 - 11:20 AM | Partner Introduction - IQBG | Grand Oak Ballroom A/B |
| 11:20 AM - 12:15 PM |
Electronic Records Management: The Robot Revolution Emily Johnson, Records Management Analyst, Library of Virginia |
Grand Oak Ballroom A/B |
| The Robot Revolution is upon us! Technology has always been among us - from the invention of the printing press to the advent of the computer - but many agencies are struggling to stay afloat amidst the rapid influx of new technology we are seeing today. AI, emails, and "regular" electronic records are here to stay. This presentation will tackle how we can manage these records while maintaining compliance with the Virginia Public Records Act (VPRA). We'll discuss what rises to the occasion of a public record, the e-records policies agencies should develop, key partners to ally with, and how to train staff members to become confident e-records managers. |
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| 12:15 - 1:45 PM | Lunch Buffet Sponsored by PSL | Grand Oak Ballroom A/B |
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| During lunch, we'll hold the annual business meeting and awards ceremony beginning at 12:45 pm. Members are encouraged to review the meeting documents ahead of time. | ||
| 1:45 - 2:00 PM | Exhibitors | Redwood/Dogwood |
| 2:00 - 2:05 PM | Partner Introduction - PSL | Grand Oak Ballroom A/B |
| 2:05 - 3:05 PM |
Ephemeral Applications Use in Government Entities Teshawna Threat, Records Management Analyst, Library of Virginia |
Grand Oak Ballroom A/B |
| The growing use of ephemeral applications and disappearing-message platforms presents unique challenges for government agencies. This session explores the risks of ephemeral communications, including impacts on records management, transparency, cybersecurity, legal compliance, and information governance. By attending this session, participants will understand what ephemeral applications are and how they are being used within government environments, recognize the implications of disappearing messages on records retention, discovery, audits, and Freedom of Information Act (FOIA) requests, and learn practical strategies for developing policies, governance frameworks, and employee guidance related to ephemeral messaging platforms. | ||
| 3:05 - 3:25 PM | Coffee Break with Exhibitors | Redwood/Dogwood |
| 3:25 - 4:25 PM |
Moderated discussion |
Grand Oak Ballroom A/B |
| Description forthcoming. | ||
| 4:30 - 4:45 PM | Closing and Exhibitor Prize Drawing | Grand Oak Ballroom A/B |
| Dinner on your own |
| 7:30 - 8:45 AM | Breakfast Buffet | Grand Oak Ballroom A/B |
| 8:00 - 8:45 AM | Registration | Pre-Function Area |
| 8:45 - 9:45 AM |
From Inventory to Automation: Operationalizing a File Plan Matt Logie, PLUS Data Governance Lead, Fairfax County |
Grand Oak Ballroom A/B |
| This session will cover the work done in Land Development Services of Fairfax County to develop an operationalized file plan. Reviewed in this discussion will be hurdles and experiences inventorying agency records, developing a policy, implementing a program with an operationalized file plan. Audience takeaways: Best practices for developing a records management program; Strategies to develop innovative solutions to address records management when buying additional software isn't an option; Strategies for overcoming the struggles of having records stored in multiple applications, network drives, and physical location. | ||
| 9:45 - 10:45 AM |
Records Management: Analysts' Work Behind the Scenes Teshawna Threat, Emily Johnson, Chad Owen, and Eric Harris, Library of Virginia |
Grand Oak Ballroom A/B |
| The Library of Virginia’s Records Analysis Services section is actively working behind the scenes to streamline processes, strengthen compliance as a state agency, and support transparent, effective records management across agencies. Over the past year, the LVA records management analysts have focused on making the LVA Records Management webpages ADA-compliant, leading to updates in the format of forms and schedules. They will share insights into their decision-making process, including plans for updating and retiring outdated schedules. The team also looks forward to discussing how collaboration with records officers and professionals—through initiatives such as focus groups—can help keep schedules current and responsive. In addition, they are excited to express their support for the celebration of the upcoming year’s Records Management Month with local and state agencies. | ||
| 10:45 - 11:15 AM | Closing and Raffles | Grand Oak Ballroom A/B |