Two Zasio team members are hitting the road in June with a shared mission: practical insight, real conversations, and a fresh look at retention and governance.
Warren Bean, Vice President of Technology and Product Development, and Rick Surber, Senior Consultant, will be traveling together to Bismarck, North Dakota to co‑present at ARMA North Dakota’s Annual Spring Seminar on Wednesday, June 3.
The seminar brings together records and information management professionals from across the state, and Warren and Rick will be teaming up to deliver two timely, complementary sessions that reflect the evolving realities of the profession.
Their first session, “Beyond Records: The Future is Process‑Driven Retention Management,” addresses a challenge many organizations quietly struggle with: defining what actually counts as a record anymore. In an increasingly digital, interconnected environment, the lines between data, information, and records are blurred. Together, Warren and Rick will explore how shifting the focus from individual records to business processes can improve compliance, reduce risk, and better account for personal data, complex data relationships, and growing cybersecurity concerns.
In their second co‑presented session, “Mine the Gaps: Uncovering What You Don’t Know About Your Retention Schedule,” the focus turns to the blind spots that often exist within retention programs. Drawing on hands‑on experience, they’ll walk through practical methods for identifying gaps using system inventories, engaging key stakeholders, and staying current with legal and regulatory requirements. The session also covers common pitfalls, maintenance strategies, and ways to keep retention schedules defensible and aligned with real‑world business operations.
For Warren and Rick, the event is about more than presenting—it’s an opportunity to connect with peers, exchange ideas, and learn from the challenges others are facing. Zasio is proud to support ARMA North Dakota and looks forward to meaningful conversations and shared learning in Bismarck this June.