GFOA Alberta and Indixio Present:

Records Management Best Practices | Speaker: Jasmine Boucher, BMgt, CIP
10 April, 2025 | 10:00 AM – Noon

Webinar Description:

Managing information effectively is essential for public sector organizations, yet many struggle with a mix of physical and electronic records stored across network drives and other legacy systems. This CEU-accredited session, presented by Indixio and GFOA Alberta, will demystify records management, provide actionable best practices, and explore practical solutions for overcoming common challenges. Attendees will leave with the knowledge and confidence to streamline their information management processes and maintain compliance in a digital-first world.

What You Will Learn:

Gain practical knowledge and actionable insights on effective records management, helping you overcome information challenges, optimize operational efficiencies, reduce compliance risks, and confidently handle both digital and physical records.

• Explore the Fundamentals of Records Management
  Understand the difference between records, official records, and transitory records, and why this distinction is essential for compliance, resource allocation, and informed decision-making in public sector organizations.
• Understanding Common Document Management Challenges
  Gain insights into common document management hurdles such as information silos, accessibility, and duplication—and learn cost-effective strategies to overcome them.
• Navigating Records Lifecycle Management from Creation to Disposition
  Discover how managing records from creation to disposition within a single system improves operational efficiency, automates retention schedules, and minimizes costs associated with duplicate or obsolete records.
• Transition from Network Drives/Legacy Systems to a Structured Solution
  Explore best practices for moving away from unstructured network storage to a modern, compliant, and user-friendly solution that streamlines processes and optimizes resource management.
• Plan for a Successful Records Management Solution Deployment
  Gain insights into the steps, resources, and effort required to deploy a records management solution, including strategies for maximizing ROI and ensuring long-term success.
• Realize the Value of Fully Integrated Systems
  A records management system will provide organizations the most amount of value when integrated with other enterprise systems such as an ERP or GIS solution in order to manage vendor, property, ratepayer, or asset information.

Who Should Attend:

This session is ideal for public sector professionals who manage or oversee organizational information and records, including:

• Corporate Officers: Seeking strategies to improve information governance and ensure compliance.
• Information/Records Managers: Responsible for developing and maintaining efficient records and document management processes.
• Executive and Administrative Assistants: Tasked with managing departmental records and ensuring document accessibility.
• Analysts: Looking for solutions to streamline information storage, access, and analysis.
• Department Heads: Interested in improving information management practices across teams to drive efficiency and accountability.
• Records Management Leads: Responsible for implementing or improving records management strategies and ensuring adherence to organizational and regulatory requirements.
• Financial Administrators & Budget Officers: Those responsible for ensuring accurate record-keeping, supporting audits, and maintaining financial transparency through effectivedocument management

Benefits of Attending:

Discover how to confidently manage your organization’s information by learning best practices, overcoming common challenges, and exploring practical steps to implement an effective records management solution that supports financial accountability and operational efficiency.

• Gain Confidence in Managing Records:
  Understand the key principles of records management and how to distinguish between records, official records, and transitory records to maintain compliance, improve financial transparency, and reduce information chaos.
• Practical Solutions for Document Management Challenges:
  Learn actionable strategies for overcoming common hurdles such as document duplication, limited accessibility, and lack of structured workflows—key factors that impact financial reporting, audits, and operational costs.
• Discover Best Practices for Digital and Physical Records:
  Gain insights into the differences between managing electronic and physical records and how transitioning to a unified, efficient system can improve financial oversight and reduce risk.
• Explore Automation Opportunities:
  See how retention schedules and lifecycle management can be automated, making it easier to apply compliance rules and confidently manage electronic records as official copies.
• Actionable Steps for Solution Implementation:
  Leave with a clear understanding of the process, costs, and effort required to deploy a modern records management solution that meets your organization’s needs, enhances financial accountability, and improves operational efficiency.
• Earn CEU/PD Credits:
  This session has been pre-approved for Continuing Education Units (CEUs) by ARMA and AIIM, with the potential to be submitted to other professional organizations for credit. Enhance your professional development while gaining valuable knowledge in records and information management best practices.

About Your Presenter:
Jasmine Boucher BMgt, CIP

As an Account Manager at Indixio Jasmine bridges the gap between customer needs and system requirements, always prioritizing success over possibility. With a background as a records management coordinator for a municipality, she leverages her experience to ensure clients achieve both immediate and long-term success.

Holding a degree in Management from Athabasca University and a CIP Certification from AIIM, Jasmine combines solid business acumen with the educational foundation necessary for successful RIM system deployments. Currently, Jasmine works with organizations across Canada to enhance their document and records management capabilities through the deployments.

Currently, Jasmine works with organizations across Canada to enhance their document and records management capabilities through the deployment of M-Files, ensuring that both end users and RIM professionals’ needs are met.

Ready to Register?

$210.00 GFOA Alberta Member Rate  |  $260.00 Non-Member Rate

The webinar will be held via ZOOM, and will be available to members of GFOA Alberta as wlel as the general public.
Access information for the webinar will be sent out a few days before the event.
The will run approximately 120 minutes on Zoom.

Start time is 10:00 AM MT.
The session is held in English.

If you are a GFOA Alberta Member and do not see the member rate in the subtotal on the form below, you need to log into the site using your member ID.