Winter Records Forum – 2020

Annually our office technology advances, as business and government struggle to keep up.  We limp by on costly, special-use software with silos of data as we labor to our support Customers, Employees, Suppliers and Operations.  The enterprise has been slow to adapt and flatten its silos, and share the very resource it creates – data.  Across the horizon we remain burdened by under managed SharePoint sites, shared drives, boxes of forms, rows of file cabinets, and reels of microfilm.

At Winter Records Forum, you can learn how to change this. Along with keynote speaker, Dr. Bill Saffady, you are going to hear from a dozen expert speakers. Each have successfully navigated adoption of process improvement.  At Winter Records Forum, they volunteer their time to provide you with guidance and training, with real-life examples.  You are going to learn best practices for 21st century for Business Processing, Records Management, Information Governance, and Data Security. You are going grow and improve in core competencies that are vital to your enterprise.

This two-day training seminar and workshop training is designed to show how you can replace patched processes, fixed failed policies and improve the operations of your enterprise.  Ask your supervisor and executive leadership to join you and acquire the skills and professional growth necessary for your enterprise to improve its ability to serve its customers and enhance operations, more simply meet compliance, and become a 21st century enterprise.

You can change the world.  Get more done in less time© 

Winter Records Forum 2020

How to Prepare your Records and Information Management for the Forthcoming Change,


The Life Changing Magic of ECM”

Thursday and Friday | January 23 & 24, 2020

Keynote – Dr. Bill Saffady

“Records and Information Risk”

“I’m so excited FreeDoc is offering this forum again. I was impressed last year and I am confident I’ll be blown away again. That you’ve gotten pre-approval for training credits with ICRM and WAPRO is really appreciated!”

Kirsty Jones, CRA, CPRORecords Officer - Cylde Hill Police Department

“I just wanted to thank you again for the wonderful forum – the charging stations, the materials, the food! The unlimited tea and water was amazing! You can tell that your team really put some thought into the forum and how to make the day educational, fun, and inspiring. You all set the bar high for other forums/conferences.”

June BrownRecords Management Officer, Department of Revenue


12.5 hours – Information Governance Professional (IGP)

13.5 hours – Certified Records Manager (ICRM)

6.75 hours – WAPRO (categories B, D, and E)

International Institute of Municipal Clerks (IIMC)
This program would be eligible for 1 IIMC CMC Experience or 1 IIMC MMC Professional Contribution point per educational day of attendance.