Join ARMA Mile High Denver Chapter and presenter, Joe Shepley for in-person Education Meeting on Tuesday, February 11th, 2025

This is How We Do It: a Playbook for RIM Success

Joe Shepley

RIM best practices have been around for a long time ("paper free in 93"), but, judging by how few organizations actually practice systematic retention and disposition according to their retention schedule, you wouldn't know it. In this session, Joe Shepley, who runs Alvarez & Marsal's Information Risk and Governance practice, and Matt Krengle, Esq., a partner at Cooley who focuses on information retention, share a road-tested, practical approach for getting RIM right, from setting the foundation of a proper RIM policy and retention schedule, to addressing go-forward and legacy information systematically across the enterprise. With plenty of "ripped from real life" stories of what works and what doesn't and specific next steps to take, you'll leave this session energized and empowered to evolve your RIM program.

Joe Shepley is a Managing Director with Alvarez & Marsal Disputes and Investigations in Chicago. He specializes in information governance and data privacy. His primary areas of concentration are records and information management and data minimization. With more than 20 years of information governance experience, Joe has performed records and information management assessments, program modernization, benchmarking and large-scale data cleanup. He has helped organizations design and implement successful information governance programs, with a focus on meeting the retention and disposal requirements of U.S. and global regulations, such as California’s CPRA, the GDPR in the E.U. and NYDFS 500.13.

 Joe earned a bachelor’s degree in English, religious studies and philosophy from Connecticut College and a master’s degree and a PhD in the history of Christianity from the University of Chicago. He is a Certified Information Privacy Professional U.S.; a member of the International Association of Privacy Professionals; an Advisor for the Health Sector Coordinating Council Working Group – Risk Assessment (TG-2); on the planning committee of the Western Energy Institute; and on the spring conference planning committee of ARMA Houston.

Matt Krengel

Matt is eDiscovery counsel and the Director of Information Retention Counseling at Cooley, an AmLaw 20 law firm, where he provides strategic guidance on data and records retention, information governance, and compliance. He develops and implements organizational policies and programs to ensure adherence to regulatory and legal requirements. Matt also helps clients create comprehensive information governance plans and designs corporate governance policies related to legal holds, social media, mobile devices, and related practice areas.

With extensive experience in eDiscovery law and litigation, Matt manages electronically stored information in litigation, covering document retention, preservation, data collection, review, and production. He is frequently sought for his expertise in eDiscovery best practices and plays a key role in implementing readiness programs for clients. In his previous roles, Matt managed discovery in complex commercial litigation, including antitrust, securities regulation, patent disputes, privacy issues, employment disputes, and class actions, demonstrating proficiency in litigation readiness and information management. Matt graduated with from USC magna cum laude with an academic scholarship, earned his law degree at the University of California, Davis, and a MBA at Pepperdine University.

Tickets

$30.00 Member Registration

$35.00 Non-Member Registration

$25.00 Student or Retiree

$30.00 Business Partner