Winter Records Forum 2020

Commercial technology continually advances as businesses and government struggle to keep up. Many organizations limp by on costly, specialized software applications. That type of application creates silos of data. Those data silos limit an organization’s ability to support customers, employees, suppliers, and operations. The enterprise has been slow to adapt, flatten its repositories, and most of all, share the very resource it creates – data. Meanwhile, we remain burdened by under managed SharePoint sites, shared drives, boxes of forms, rows of file cabinets, and reels of microfilm. At the annual Winter Records Forum, you can learn how to correct these issues.

Along with keynote speaker, Dr. Bill Saffady, you will certainly have the opportunity to hear from many expert speakers. Each have successfully navigated the adoption of process improvement. First of all, our Speakers volunteer their time to provide you with guidance and training, including real-life examples. Furthermore, you will learn best practices in the 21st century for Business Processing, Records Management, Information Governance, as well as Data Security. Finally, our experts will show you how to improve and grow upon core competencies that are vital to your enterprise.

This two-day training seminar and workshop is designed to show you how you can replace poor processes and fix failed policies. As a result, your enterprise operations will improve. Therefore, ask your supervisor and executive leadership team to join you in acquiring the skills and professional growth necessary for a thriving business. Above all, improve the ability to better serve your customers, enhance operations, meet compliance, and ultimately become a 21st century enterprise.

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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.