Enhance Your Registration with a Pre-Conference Workshop   

Join us before the conference begins for extended hands-on learning and in-depth discussions about today’s workplace issues and must know trends. From beginners to experienced practitioners, these comprehensive, competency-based pre-conference workshops have something for everyone.

By adding on a pre-conference workshop to your conference registration, you not only get the best price, you’re getting a a chance to build your peer networks and form a connection with our expert instructors. And best of all, each of these workshops qualify for additional Continuing Education Credits!

New in 2024 - Pre-Conference Workshops may be purchased on their own or at a discounted rate* with the purchase of a full conference registration. 

There is no Pre-Conference Workshop discount with either a Keynote & Connect or Evening Social Pass.  

*The price for the ARMA Volunteer Leadership Training Pre-Conference Workshop is the same with or without a full conference registration. 

• creating a robust and flexible framework that can keep up with constantly changing legal, technical, and other environmental factors
• reducing architectural complexity by standardizing the position of key elements, differentiating policy from procedure, and finding a home for related content like definitions and roles and responsibilities
• finding the right balance to avoid a dictatorial tone while maintaining authority and meeting requirements
• restructuring policy instruments to reduce lengthy approval periods

• an understanding of cultural elements that are foundational to effective IG policies
• a system to establish criteria to set the right scope: what to include and what to omit
• strategies for breaking down silos and integrating IG requirements into other organizational policies
• techniques for achieving the right tone: how to sound strict without sounding bossy
• mechanisms to connect IG policies to enforcement processes like employee discipline and internal audit     

Pre-Conference Workshop: Master Microsoft Purview Records Management (1-Day)
Sunday, October 13
Facilitator: Erica Toelle, Microsoft
CEU Credits:  6.5

Are you ready to master records management in Microsoft 365? Don't miss this full-day workshop where we will show you how to use Microsoft Purview Records Management to manage your records effectively and efficiently. New this year, we will have power at every table for your laptop and a hands-on lab experience so you can try Purview yourself as we go through each scenario. Each table will have an expert to provide 1:1 help.

You will learn:
- Deployment best practices
- How to set up and apply retention policies and labels to your records
- Automate disposition reviews, including customization with Power Automate
- Explore features like event-based retention and adaptive policy scopes
- How to export records for transfer or other reasons
- How to collaborate with IT and security
- Other topics based on your requests!
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Pre-Conference Workshop: Microsoft Purview Audit, Content Search and eDiscovery (1-Day)
Sunday, October 13
Facilitator: Tyler Anton - Cadence Solutions
CEU Credits:  6.5

In the event of a legal case, how prepared will your organization be?

In this training course focused on Microsoft Purview Audit, Content Search and eDiscovery, Cadence Solutions experienced trainers understand the significance of legal hold issues, security audits, and sensitive data protection, particularly in the context of potential litigation. This course will give participants the ability to effectively react to forensic audits, litigation, and record requests, as they will participate in hands on eDiscovery scenarios. With our course, you will be well-prepared to harness the full potential of Microsoft Purview eDiscovery while mitigating legal challenges effectively.

Report on Data with Audit & Content Search 

• Introduction to Purview Audit 
• Learn the importance of rich defensible auditing  
• Learn how to generate audit reports and how to interpret them
• Gain knowledge on all auditable activities in M365 
• Learn how to use Purview Content Search to find, report, and extract information across your M365 landscape 
• Review best practices on how audit investigations can be done at your organization 

Investigate, Protect and Preserve Data with Purview eDiscovery

• Defining eDiscovery: Understand its importance, lifecycle and key concepts 
• Purview’s Role in eDiscovery: Tools introduction, features, edge over competitors and licensing requirements 
• Learn the differences between Audit vs Content Search vs eDiscovery (Standard) vs eDiscovery (Premium) and when to use them
• Learn how to search for M365 content
• Learn how to apply Data holds and preserve content 
• Learn how to best use advanced eDiscovery review tools such as indexing, tagging, analytics, OCR, and annotations
• Learn how to package, send, and present your cases with third party legal teams

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ARMA Volunteer Leadership Training (Half Day)
Sunday, October 13

The chapter leadership training is an interactive training program for current and future ARMA chapter and volunteer leaders. This program will be presented by the Chapter Advisory Committee to assist ARMA’s leaders with skills that support their roles, enhance their leadership, and build their networks. 

Already registered and want to add on a Pre-Conference Workshop?  Simply log into the Attendee Service Center and click on Edit Your Registration. Contact ARMA at conference@armaintl.org for assistance.