This meeting, our February 2022 Chapter Meeting, will be held virtually, via Zoom.
A Playbook for Responding to Pandemic-Related Records and Beyond
Date: Thursday, February 17, 2022
Time: 1:00 PM – 2:00 PM
Location: via Zoom (virtual only)
Description
COVID-19 has not only forced organizations to invent new ways of doing business, but these seismic shifts have also resulted in collection of new kinds of data, some of which are highly sensitive biometric data. This session will introduce an updated Playbook initially developed in 2020 with input from nine large organizations, representing the financial, food distribution, airline, software, oil and gas, utilities, and accounting sectors. Since then, new record types such as vaccine records have emerged. The session will highlight the list of potential pandemic-related records, provide practical guides for their lifecycle management, and discuss emerging best practices for new records ingestion and record controls.
Learning objectives:
- Identify types of records arising from pandemic-related activities, from employee biometric information and vaccination records to CARES Act compliance and policies and procedures for re-entry, work from home, sanitation, etc.
- Manage pandemic-related records using information lifecycle principles.
- Extend uses for the Playbook to managing new records beyond those that have arisen from the pandemic.
Speakers

- John Isaza, VP of Information Governance, Access Corp.
- John Isaza is a California-based attorney, and VP of Information Governance at Access Corp. featuring Virgo™, a cloud-based software for records information management and global research. Mr. Isaza is one of the world’s foremost experts in the field. He has developed information governance and records retention programs for some of the most highly regulated Global 1000 companies. He is co-author of 7 Steps for Legal Holds of ESI & Other Documents, a contributing author to the ABA’s Internet Law for the Business Lawyer, 2nd Edition, as well as Editor-in-Chief and co-author of the Handbook on Global Social Media Law for Business Lawyers. Mr. Isaza is past co-Chair of the American Bar’s Social Media Subcommittee, Fellow #45 of ARMA International, current co-Chair of the ABA’s Consumer Privacy and Data Analytics Subcommittee, and current Chair of the IGP Governance Board.

- Dr. Susan Cisco, Ph.D., CRM, FAI
- Susan Cisco, Ph.D., CRM, FAI, has more than 30 years’ experience in the RIM/IG profession as a practitioner, writer, researcher, educator, and consultant. Her seminal work in developing the Big Bucket approach to the classification and retention of information has simplified ECM deployment strategies and optimized user adoption for organizations around the world. She holds a MLS degree and a Ph.D. from the University of Texas at Austin. She is a CRM and is ARMA Fellow #27.
Registration is $5 for members and $10 for non-members. You can register here!
