Overview: This full-day workshop provides a comprehensive introduction to the core responsibilities of government records managers. Designed for new professionals and evolving programs, the session covers the foundational principles needed to build and sustain effective records management practices.

Topics include developing and applying retention schedules, managing electronic and physical records, maintaining filing systems, and supporting broader information governance initiatives. Attendees will leave with a clearer understanding of key responsibilities and strategies they can apply immediately within their own programs.

Overview: This full-day workshop introduces the essential practices for managing government records of permanent historical value. Participants will explore the lifecycle of archival materials, from appraisal and acquisition through preservation, description, and access.

The session covers both physical and digital records, including storage considerations, environmental controls, and strategies for providing access to researchers and the public. Hands-on activities and sample scenarios will help attendees build confidence in managing archival collections.

Summary Overview: Cleaning up shared drives can feel overwhelming, especially when years of unmanaged content result in cluttered folders, duplicate files, and unclear retention decisions. This hands-on workshop introduces two practical approaches to shared drive cleanup: a manual review process and a tool-assisted strategy.

Participants will learn how to identify redundant, obsolete, and trivial (ROT) content, apply retention rules in a practical way, and reorganize file structures for improved usability and compliance. Interactive exercises will help attendees confidently begin or advance shared drive cleanup efforts within their organizations.

Summary Overview: As organizations increasingly rely on Microsoft 365 to manage digital information, records professionals must address both lifecycle management and long-term preservation. This cross-disciplinary workshop brings together perspectives from records management, information governance, and digital preservation.

Participants will explore how retention labels, policies, and automation tools support lifecycle control within M365, while also learning how to identify records requiring long-term preservation and prepare them for archival transfer. The session highlights strategies to build sustainable, compliant programs that support both operational needs and long-term stewardship.

Summary Overview: AI adoption often stalls when organizations lack clear goals or fail to prepare their workforce for change. This interactive workshop focuses on turning AI concepts into practical, high-impact applications within Records and Information Management programs.

Participants will learn how to identify meaningful AI use cases aligned with business needs, distinguish between automation and AI solutions, and evaluate initiatives for feasibility and strategic fit. Through guided exercises and real-world examples, attendees will leave with actionable frameworks to scope, plan, and implement AI initiatives that deliver measurable value.