2017 PRISM International

Annual Conference

May 8–10, 2017TUCSON, AZ

Loews Ventana Canyon Resort

www.prismintl.org

www.prismintl.org

PRISM INTERNATIONAL

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Welcome from the Annual Conference Planning ChairThe PRISM International Annual Conference is well known as a must-attend forum for those in the records and information management (RIM) industry to come together to exchange ideas and openly discuss a wide variety of cutting-edge topics. The 2017 PRISM International Annual Conference will deliver on this reputation and promise of excellence. The PRISM International Annual Conference Planning Task Group has put together an amazing program aimed at adding value to your business.

By design, a prominent theme in the lineup of educational sessions is creative new strategies for expanding, selling, and managing product and service offerings. We offer several opportunities for examining this issue, including roundtable dis-cussions, networking opportunities, and innovative presentations. Chief among these offerings are the new high-energy, high-yield PRISM “Ignite” sessions, which were introduced at the 2016 conference and have been expanded in response to their overwhelming success. Many other critical trends and issues affecting the records and information man-agement industry also are addressed in this year’s schedule, making it a comprehensive, must-attend event.

Notable new features to the schedule that highlight the theme of growing your business are exciting new precon-ference and postconference sessions. Interested in doing a better job selling ECM/Capture? Attend the AIIM Preconfer-ence Session. Interested in getting your CRM? Attend the ICRM Prep Postconference Workshop. Interested in learning more about and obtaining your certificate in data management? Attend the Data Management Institute postconference session. In addition to the sessions, there are many planned opportunities to network, such as the Last Roundup Party Thursday and the Pre-Roundup Reception and prize drawing. As if that were not enough, the conference is taking place at an absolutely amazing venue in Tucson, AZ. The resort provides many beautiful opportunities for business, pleasure, and impromptu networking.

With all of these features, the 2017 PRISM International Annual Conference is sure to provide you with tools and information to grow your business and an experience you’ll enjoy and remember. I hope to see you there!

Jacqueline TerrellVice President of Marketing, REB Storage Systems International2016–2017 Chair, PRISM International Annual Conference Planning Task Group

2017 Annual Conference Planning Task GroupChairJacqueline Terrell, REB Storage Systems International

Board LiaisonChristopher Jones, Secure Records Solutions

MembersJonathan Bournigal, Bunker SAS

Jeff Cohn, BRM

Donna Houk, Iron Mountain

Jordan Peace, Access

The networking was outstanding.

I loved meeting so many smart, friendly, and

open colleagues from across the world!”

PRISM INTERNATIONAL

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Welcome from the PresidentIt is my honor as president of PRISM International to invite you to join us for our 2017 International Annual Conference. The conference this year will be held at the beautiful Loews Ventana Canyon Resort in Tucson, AZ. Our International Annual Conference always provides a wonderful opportunity to meet and learn from the greatest ingenious and pioneering minds in the RIM industry.

Our industry continues to be in the midst of significant change. Mergers and acquisitions continue to impact the competitive landscape. I applaud our Annual Conference Planning Task Group for building a robust program that delivers education addressing relevant issues affecting our industry. The task group heard your feedback loud and clear and has shaped a program that balances more time for networking with the delivery of stellar education.

We will continue to feature the latest and greatest products and services offered by our corporate partners, along with exciting networking events in our Exhibit Hall. This year’s program also offers more of the popular “Ignite” sessions as well as a new opportunity for a preview Exhibitor Learning Trail in the Exhibit Hall. Prior to closing the conference with our Last Roundup Party on Wednesday evening, we will spend time with exhibitors during a reception that will in-clude even more networking with the most creative, innovative people in the industry.

I’m sure you’ll want to review this brochure closely—there’s a lot happening and you won’t want to miss any of the excitement that this year’s conference offers. I encourage you to make your hotel reservations soon and take advantage of the early registration discounts. We know your team will benefit from the educational and networking opportunities, so please take note that new this year, companies can save more by bringing four or more representatives.

I look forward to seeing you in Tucson!

Claire GallagherDirector of Integrations & Compliance, OASIS Information Secured2016–2017 PRISM President

“ Loved the atmosphere of the Beach Party and all of the activities! What a great time!”

The international panel discussion at the end of the conference was outstanding. It gave me valuable insight into how things are getting done elsewhere.”

PRISM INTERNATIONAL

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Conference Highlights• You will walk away with new ideas for generating revenue. Paper document storage still is producing tremendous revenue. Is

that enough anymore?

• You will have many opportunities to network with the smartest people in the industry. Dale Carnegie once said that you can make more friends in 2 months by becoming interested in other people than you can in 2 years by trying to get other people interested in you. There will be very smart people at this conference—listen and learn from them.

• You will have many opportunities to expand your thinking. Attend the AIIM Preconference Session and learn how to sell ECM/Capture. Attend the ICRM Prep Workshop and work toward becoming certified. Attend the Data Management Institute ses-sion and explore next generation data management strategy. What are you curious about?

• This conference will not be boring. Back by popular demand are the high-energy, high-yield PRISM “Ignite” sessions. In fact, we were so inspired last year that we’ve doubled the number of PRISM “Ignite” sessions. Inspire us, but make it quick!

• The award-winning Loews Ventana Canyon Resort, set against the foothills of the beautiful Santa Catalina Mountains, is beau-tiful, relaxing, and perfect for your conference. Enjoy evening stargazing with an onsite telescope, 24-hour room service, and private balconies in every room. Golf onsite at one of the two Tom Fazio–designed courses and rejuvenate in the world-class spa. Are you here for business or pleasure? Why do you have to choose?

• You will benefit from a community of innovative leaders. Meet, greet, and learn why this conference has been called “10 years of learning in 3 days.”

• You told us you were done with boring conference dinners, and we are happy to oblige by bringing you a fun networking opportunity and barbecue buffet under the stars with the PRISM Pre-Roundup Reception and Last Roundup Party.

• The exhibits are full of innovative products, solutions, and people. Many attendees believe entrance to the exhibits alone is worth the price of admission. Learn more from the best corporate partners in the industry about how you will be doing busi-ness in 2017 and beyond.

PRISM International Thanks Our 2017 Annual Conference Sponsors

We have drastically lowered the price of attendance for the third and fourth members of your team. The new lower rates for third and fourth employees are $400 per member for early registration and $450 per member for regular registration. Send the whole team and spread the wealth of knowledge!

NEW!

SCHEDULE AT A GLANCE

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Monday, May 88 am Start(OE1) Shotgun & Scramble Golf Tournament Fee: $175 USD

Sponsored by: OPEX Corporation

8:30 am–5 pm(OE2) AIIM Preconference WorkshopHow to Sell Capture/ECM/BPM to Business LeadersAtle Skjekkeland, AIIM EuropeFee: $395 USD (Member); $445 USD (Nonmember)Attendance is limited; preregistration is required.

5:30–6 pm(FTAR) First-Time Attendee and New Member Session

6–6:30 pm(ELT) Exhibitor Learning Trail in Exhibit Hall

6:30–8 pm(RC) Opening Reception in Exhibit Hall

Tuesday, May 98–8:15 amWelcome and Recognitions

8:30–10 am(001) Opening Keynote AddressDedication, Pride, & Commitment: Leadership Lessons from Black Hawk Down for Business & for LifeFirst Sergeant Matt Eversmann (Ret.)

Sponsored by: Iron Mountain

10–10:30 amBreak in Exhibit Hall

10:30–11:30 am(100) Panel Discussion: Growing Revenue—New Strategies for 2017 and BeyondPanelist Facilitator: Bob Miller, K-2 Partners, LLCPotential Panelists: Scott Byers, EDM; Pfungwa Serima, MetroFile Holdings, Ltd; Donna Houk, Iron Mountain

11:30 am–1 pm(LUN1) Networking Lunch in Exhibit Hall

1–2 pm(102) PRISM “Ignite” Sessions

2:15–3:15 pm(103) Panel Discussion: Creative Selling—Would You Believe It if I Told You…?Panelist Facilitator: Christopher Jones, Secure Records SolutionsPanelists: Paul Kearns, Kefron Group Limited; Nate Grochmal, Certified Information Management

(104) Digital Transformation—4 Ways to Change the GameAtle Skjekkeland, AIIM Europe

3:15–4 pm Break in Exhibit Hall

4–5 pm(105) PRISM “Ignite” Sessions

5:30 pm(YPE) The Future of PRISM—Young Professionals EventTom Adams, Flourish Press

Sponsored by: CSR Professional Services

Wednesday, May 108:30–9:30 am(002) Continental Breakfast and Second Day KeynoteManaging by Commitments to Improve ExecutionTom Adams, Flourish Press

9:30–10 amBreak in Exhibit Hall

10–11 am(200) Panel Discussion: “I’ve Got Space, It’s Multiplyin’”: New Markets for Your Storage SpacePanelist Facilitator: Jordan Peace, AccessPanelists: Peter Pierce, Pioneer Capital; Philip Britton, Crown Records Management

(201) Responding to a Cyber Attack

11:15 am–12:15 pm(202) PRISM “Ignite” Sessions

12:15–1:45 pm(BUS) Annual Business Meeting Lunch and Diversity SessionGuest Speaker: Ty Ondatje, Iron Mountain

1:45–2:45 pmBreak and Dessert in Exhibit Hall

2:45–3:45 pm(203) Data-Based Digital MarketingMelissa Kline Cropsey and Shawn Votava, Infogroup Inc.

(204) Future Trends of Cloud/Disk and TapeJon W. Toigo, Toigo Partners

4–5 pm(205) Introducing the PRISM Readiness SuiteRoss Federgreen, CIPM, CSR Professional Services

(206) Why Your Business Should Always Be Sale-ReadyVlad Vasak, K-2 Partners LLC

5:30–7 pm(LCR) Pre-Roundup Reception in Exhibit Hall

7–10 pm(PAR) Last Roundup Party

Schedule of events and speakers subject to change.

Thursday, May 118 am–5 pm(OE3) ICRM Exam Prep Postconference WorkshopBlake Richardson, CIP CRM, Safeway; Andrew Ysasi, CRM, Kent Record ManagementFee: $160 USD (Member); $180 USD (Nonmember)Attendance is limited; preregistration is required.

8:30 am–5 pm(OE4) DMI Postconference WorkshopBuilding a Cognitive Data Management PracticeJon W. Toigo, Toigo PartnersThis workshop is complimentary to all registered attendees of the conference. However, space is limited so please register to save your seat.

PRECONFERENCE & POSTCONFERENCE

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Preconference Session InformationMonday, May 8, 8:30 am–5 pm(OE2) AIIM Preconference Workshop: How to Sell Capture/ECM/BPM to Business LeadersAtle Skjekkeland, Senior Vice President, ECMs, AIIM EuropeMember: $395 USD; Nonmember: $445 USD

The growth in IT spending is coming from businesses buying IT, not IT staff buying IT. Seventy-five percent of business leaders want to meet with sales staff that can provide them with new business insights. They want to learn about the business benefits, not the technology. What stops sales staff from meeting their sales targets, according to AIIM research, is the inability to 1) iden-tify and qualify new prospects (24%) and 2) establish a business case for change (36%). It’s not about having too many products to know (7%) or poor sales skills (5%). AIIM has researched best practices for selling solutions among 250-plus solution providers. We also asked 300-plus technology buyers about their priorities and preferences.

The objective of this training course is to grow your Capture, ECM, and BPM sales by educating your sales force and business consultants about how to best identify and engage business leaders for selling solutions. Attendees of this session will learn to• identify more opportunities for selling solutions

• engage stakeholders and demonstrate business benefits

• establish a solid business case for buying your solution

• grow your solution business.

The training course was updated for 2017 and includes the latest buyer research from AIIM’s 193,000 community members as well as nonpublic research from finance, accounting, procurement, and HR professionals.

Postconference Session InformationThursday, May 11, 8 am–5 pm(OE3) ICRM Exam Prep Postconference WorkshopBlake Richardson, CIP CRM, Manager of Records, Safeway; Andrew Ysasi, CRM, Executive Director, Kent Record ManagementMember: $160 USD; Nonmember: $180 USD

Have you considered, or are you actively planning to pursue, a formal certification in the field of records and information man-agement (RIM)? Do you want to enhance your professional cre-dentials and experience as you consider or continue your career in this important discipline? With an unprecedented amount of change affecting the entire world of RIM, there is no better time to consider a formal professional certification in this space.

The Institute of Certified Records Managers (ICRM) has con-ferred the Certified Records Manager (CRM) designation since 1975. This is the premier standard for designating the most knowledgeable RIM professionals. On September 24, 2016, the ICRM announced its newest credential, the Certified Records Analyst (CRA). A CRA candidate must pass Parts 2–4 to achieve this certification (see below).

Attaining ICRM certification is based on educational back-ground, professional work experience, and successful comple-tion of Parts 1–6 for the CRM and Parts 2–4 for the CRA:• Part 1—Management Principles and the RIM Program• Part 2—Records and Information, Creation, and Use• Part 3—Records Systems, Storage, Conversion, and Facilities• Part 4—Records Appraisal, Retention, Protection, and

Disposition• Part 5—Technology• Part 6—Business Case

There is no better way to prepare for the ICRM certification process than to attend this preconference session designed to equip you with the knowledge, tools, and strategies for pass-ing this rigorous examination.

Thursday, May 11, 8:30–5 pm (OE4) DMI Postconference Workshop: Building a Cognitive Data Management PracticeJon W. Toigo, Managing Principal Partner of Toigo Partners and Chairman of the Data Management InstituteThis workshop is complimentary to all registered attendees of the conference. However, space is limited so please register to save your seat.

By 2020, with between 10 to 60 zettabytes of new data finding their way into stor-age infrastructure, the key

challenge confronting IT organizations, whether corporate or cloud based, will be that of finding enough space to store data cost effectively. Data storage technology acquisitions already account for up to 70% of IT hardware budgets, and with mounting interest in amassing data from the Internet of Things and mining data for their business value, the need to provision hosting resources efficiently and to ensure that data receives the right combination of protection, preservation, and privacy services are front of mind issues for IT planners. Needed is a strategy that combines a data management policy framework, storage services management, and storage resources management processes, and the latest cognitive computing techniques to provide a new order of data accessi-bility, performance, and control.

In this workshop, join Jon W. Toigo, chairman of the Data Management Institute, and industry thought leaders as we ex-plore and outline a next generation data management strat-egy. Toigo will define an architectural model and expert industry speakers will discuss some of the most promising technologies for solving the data management burgeon be-fore it reaches crisis proportions in your shop. Attendees will receive the Data Management Institute’s Certified Data Man-agement Professional (CDMP) certificate.

FEATURED SPEAKERS

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Keynote Speaker First Sergeant Matt Eversmann (Ret.), hero of the Battle of Mogadishu

A true American hero, First Sergeant Matt Eversmann illustrates the importance of lead-ership, courage, and selfless service to succeed

when ordinary circumstances become extraordinary challenges.

As an Army Ranger deployed to Somalia in 1993, Matt experienced the horrors of war when he and his fellow sol-diers were trapped in a hostile district of Mogadishu and marked for death by an angry mob. His inspiring story of sur-vival was immortalized in the epic film “Black Hawk Down,” which recounts the harrowing experience.

Committed to sharing the lessons he learned in the military, Matt draws parallels from his experiences to highlight the importance of leadership, courage, and responsibility within any team or organization. Unambiguously humble, gracious, and warm, his powerful story and straightforward insights on instilling these values stay with business leaders long after the applause has ended.

Keynote Speaker Tom Adams, CEO of Flourish Press

Tom Adams is an executive coach who advises business owners and executives to help them flourish in their businesses and lives.

His experiences as a business owner, entrepreneur, church minister, motivational speaker, television producer and host, podcaster, and writer provide him with a wealth of knowledge to draw from. Tom also is the CEO of Flourish Press, a bou-tique publishing firm and the founder of WebVitality, an elite web marketing company. Tom’s first book, You Are the Logo, was an Amazon bestseller.

Atle Skjekkeland, AIIM Europe

Bob Miller, K-2 Partners

Scott Byers, EDM

Christopher Jones, Secure Records Solutions

Jordan Peace, Access

Peter Pierce, Pioneer Capital

Philip Britton, Crown Records Management

Donna Houk, Iron Mountain

Ty Ondatje, Iron Mountain

Pfungwa Serima, Metrofile

Jon W. Toigo, Toigo Partners

Vlad Vasak, K-2 Partners

Other thought leaders scheduled to speak include:

Andrew Ysasi, CRM,Kent Record Management

Ross Federgreen, CIPM, CSR Professional Services

Melissa Kline Cropsey, Infogroup

Shawn Votava, Infogroup

OPTIONAL EVENTS

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Please note that although most of the optional events are included in the conference fee, selecting the event on the registration form is required to attend each event.

Monday, May 88 am (OE1) Shotgun & Scramble Golf TournamentCost: $175 USD

The Loews Ventana Canyon Resort, in conjunction with the Ventana Golf & Racquet Club, offers two Tom Fazio–designed championship 18-hole golf courses, located just steps from the front lobby. Both courses are designed to blend into the Santa Catalina Mountains’ natural features. Weaving through desert cacti and scenic canyons, the courses embody the char-acter of the Sonoran Desert landscape and house a unique variety of desert fauna. The Canyon Course winds through the inspiring beauty of the Esperero Canyon and incorporates the massive rock formation known as Whaleback Rock.

The $175 rate for PRISM includes the following:• Greens fees

• Cart fees

• Preround practice balls

• Box lunch.

Clubs and shoes are available for rental. Please contact kchristian@thelodgeatventanacanyon.com for rental pricing and availability.

5:30–6 pm(FTAR) First-Time Attendee and New Member SessionPRISM International will welcome first-time attendees and new members of the association during this special orienta-tion. This is a great opportunity to learn more about PRISM International and ensure that you are maximizing your mem-ber benefits and annual conference experience. (Registration is required for this no-cost event.)

6–6:30 pm(ELT) Exhibitor Learning Trail in Exhibit HallJoin us for a guided tour of the exhibit floor and a preview of the newest products and services that you’ll be talking about all week. (Registration is required for this no-cost event.)

6:30–8 pm(RC) Opening Reception in Exhibit HallThis is your opportunity to meet vendors, preview products, and learn about new services available in the records manage-ment industry. Relax, mingle, and reconnect! (Registration is required for this no-cost event.)

Tuesday, May 911:30 am–1 pm(LUN1) Networking Lunch in Exhibit HallThe PRISM International Annual Conference networking lunch provides a perfect forum for attendees to network with more than 50 exhibiting companies. (Registration is required for this no-cost event.)

5:30 pm(YPE) The Future of PRISM—Young Professionals EventThe Future of PRISM networking reception is designed to bring together “40-somethingish” and younger professionals for fun, networking, and learning. This event will kick off with an icebreaker to get everyone involved and networking. Then industry leader Tom Adams will discuss with the group what’s new, who’s new, and where we are going in this important event. (Registration is required for this no-cost event.)

Wednesday, May 1012:15–1:45 pm(BUS) Annual Business Meeting Lunch and Diversity SessionJoin your colleagues for a lively lunch, hear what’s new from PRISM International leaders, and welcome the new board of directors at our annual business meeting. In addition, we are pleased to welcome guest speaker Ty Ondatje from Iron Mountain, who will share best practices and trends in diversity and inclusion efforts for 2017. (Registration is required for this no-cost event. The event is open to members only.)

5:30–7 pm(LCR) Pre-Roundup Reception in Exhibit HallPrior to our Last Roundup Party, please join our 2017 exhibitors in the Exhibit Hall to take care of any last-minute business during the Pre-Roundup Reception. We will be giving away a lot of prizes donated by our industry corporate part-ners. Enjoy this final opportunity to talk with exhibitors before the hall closes. (Registration is required for this no-cost event.)

7–10 pm(PAR) Last Roundup PartyLooking for another boring conference dinner? Then this event is not for you. We’ve listened to you and changed the event to a Last Roundup Party under the stars. Featuring a barbecue buffet and a lot more fun than a sit-down dinner can offer, you won’t want to miss this party. Remember to pack your Western attire for the fun and games at this free event for all registered attendees.

TRAVEL INFORMATION

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HotelThe Loews Ventana Canyon Resort is the headquarters hotel for the PRISM 2017 Annual Meeting.

Loews Ventana Canyon Resort7000 N. Resort Drive, Tucson, AZ 85750520.299.2020A block of rooms will be held at the Loews Ventana Canyon at a special group rate of $179 per night (single or double occupancy). This special rate will apply until the cutoff date of Tuesday, April 11, 2017, or whenever the block is full; at that point, other rates may apply.

To book your room online, visit www.loewshotels.com/ventana-canyon/prism-2017-international-conference. Room reservations also can be booked over the phone by calling 877.879.9979.

Monday, May 8Exhibitor Learning Trail. . . . . . . . . . . . . . . . . .6–6:30 pm

Opening Reception . . . . . . . . . . . . . . . . . . . .6:30–8 pm

Tuesday, May 9Exhibit Hall Open . . . . . . . . . . . . . . . . . . . . . .10 am–4 pm

Lunch in Exhibit Hall. . . . . . . . . . . . . . . . . . . .11:30 am–1 pm

Wednesday, May 10Break in Exhibit Hall . . . . . . . . . . . . . . . . . . . .9:30–10 am

Break and Dessert in Exhibit Hall . . . . . . . . . .1:45–2:45 pm

Pre-Roundup Reception . . . . . . . . . . . . . . . . .5:30–7 pm

Arizona Liquor Laws prohibit the carrying of any weapon into any venue that serves alcoholic beverages, regardless of the permit held. As the Loews Ventana Canyon liquor license covers the entire property, including the golf course and parking lot, no weapons are permitted in any area of the resort unless the person carrying the weapon is a licensed law enforcement officer carrying active law enforcement identification. Weapons must be locked securely in room safes at all times. Anyone who is not a licensed law enforcement officer found to be carrying a weapon will be asked to leave the hotel.

EXHIBITOR SCHEDULE

TransportationThe Loews Ventana Canyon is located approxi-mately 18 miles from the Tucson International Airport. Visit the Tucson International Airport website, www.flytucson.com, for additional information. Information on transportation to and from the airport and hotel can be found on the hotel website at www.loewshotels.com/ventana-canyon/discover/transportation.

REGISTRATION INFORMATION

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Full RegistrationThe full conference registration fee includes the following events that will take place May 8–10:

• two keynote sessions

• 14 concurrent educational sessions

• entrance to the Exhibit Hall

• opening and last-call receptions in the Exhibit Hall

• one continental breakfast

• the annual business meeting lunch

• a networking lunch

• the Last Roundup Party and dinner.

New! Lower Second, Third, and Fourth Registration RatesAdditional employees from the same company may register under the second, third, or fourth employee rate after a full registration is paid for the first attendee from the company. All items listed under “Full Registration” are included for second, third, and fourth registrants. The new lower rates for third and fourth employees are $400 per member for early registrations and $450 per member for regular registrations.

Spouse/Non-Industry Guest RegistrationGuests must accompany a registered attendee. Guest registra-tion includes the following activities:

• two keynote sessions

• entrance to the Exhibit Hall

• opening and Pre-Roundup receptions in the Exhibit Hall

• a networking lunch

• the Last Roundup Party and dinner.

Exhibitor RepresentativeOne full, complimentary conference registration is included in the exhibit fee for each booth space contracted. Additional corporate personnel may register as exhibitor representatives for only $325 per person.

Cancellation PolicyAll cancellations must be submitted in writing to the PRISM International Member Services Department. A $50 processing fee will be charged for all cancellations postmarked on or before April 17, 2017. No refunds will be made on cancella-tions postmarked on or after April 18, 2017.

General Conference InformationThe PRISM International Annual Conference is a nonsmoking event. Cell phones and other mobile devices must be turned off or set to vibrate during educational sessions. Please be courteous to your fellow attendees. Dress is business casual.

As in past conferences, a professional photographer may take photos of attendees at PRISM International’s 2017 Annual Conference. These photos are for PRISM International use only and may appear on the PRISM International website, in printed brochures, or in other promotional materials. Attendee registration grants PRISM International permission for use of this photography.

Request a Conference BuddyLet PRISM International help you get the most out of your conference experience. Request a conference buddy when you register for the conference. You’ll be matched with a veteran PRISM International member who has attended several con-ferences to help make your first conference experience as pro-fessionally beneficial and as personally enjoyable as it can be. Please check the “Request a Buddy” option when you register.

Be a Conference BuddyIf you are a member who has attended three or more PRISM International conferences, please consider being a conference buddy. We’ll match you with someone who is attending his or her first PRISM International Annual Conference and is interested in having the most rewarding conference experi-ence possible. Please check the “Serve as a Buddy” option when you register.

PRISM International headquarters will contact those who request a buddy or volunteer to serve as a buddy as the con-ference approaches to confirm your participation and buddy assignment.

Confirmation PacketYour meeting registration confirmation will be e-mailed once it has been received and processed. If you do not receive a confirmation within 3 weeks of submitting your registra-tion, please call PRISM International at +1.847.375.6344 or +1.800.336.9793 (U.S. residents only).

New! Meeting ConciergeNeed to sit down with your team for a quick meeting? Or do you need a private space to talk with a potential customer? This year, PRISM is offering a Meeting Concierge service to fill these needs. A complimentary private meeting room is avail-able in 1 hour increments to PRISM attendees. Visit the www.prismintl.org website for details.

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2017 PRISM International Annual ConferenceMay 8–10, 2017 | Loews Ventana Canyon Resort | Tucson, AZPlease print. Use a separate form for each registrant.

Complete Name Nickname for Badge

Job Title Company

Company Mailing Address

City | State/Province | ZIP/Postal Code | Country

Business Phone | Business Fax | Website

Business E-mail (required)

Emergency Contact Name | Day Phone | Evening Phone

To register, make your selections in boxes A–H, add the subtotals, and indicate the total amount in box I.o Check here if this will be your first PRISM International Annual Conference. (FTA) o Check here if this will be the first PRISM International Annual Conference for your company. (CFTA)

AIIM Preconference Session, May 8, 2017 E

o (OE2) AIIM Preconference Workshop: How to Sell Capture/

ECM/BPM to Business Leaders

o Member: $395 USD

o Nonmember: $445 USD

Subtotal E $_________________

Postconference Sessions, May 11, 2017 F

o 8 am–5 pm ICRM Exam Prep Workshop o Member: $160 USD

o Nonmember: $180 USD

o 8:30 am–5 pm Building a Cognitive Data Management Practice o FREE

Subtotal F $_________________

Concurrent & Other Session Selections, May 9–10, 2017 G

As part of your conference registration, please enter the 3-digit code for the concurrent, Ignite, and panel sessions you plan to attend.

Tuesday, May 9 10:30–11:30 am nnn 1–2 pm nnn

2:15–3:15 pm nnn 4–5 pm nnn

Wednesday, May 10 10–11 am nnn 2:45–3:45 pm nnn

11:15 am–12:15 pm nnn 4–5 pm nnn

Optional Events H

Monday, May 8

o 8 am Golf Outing (OE1) $175 x______# of tickets

Guest(s) Name(s) _______________________________________________

o 5:30–6 pm First-Time Attendee and New Member Session (FTAR) (No cost)

o 6–6:30 pm Exhibitor Learning Trail (ELT) (No cost)

o 6:30–8 pm Opening Reception in Exhibit Hall (RC) (No cost)

Tuesday, May 9

o 11:30 am–1 pm Networking Lunch in Exhibit Hall (LUN1) (No cost)

o 5:30 The Future of PRISM—Young Professionals Event (YPE) (No cost)

Wednesday, May 10

o 12:15–1:45 pm Annual Business Meeting Lunch and Diversity Session (BUS)

(No cost)

o 5:30–7 pm Pre-Roundup Reception in Exhibit Hall (LCR) (No cost)

o 7–10 pm Last Roundup Party (PAR) (No cost)

Subtotal H $_________________

Total I

If payment does not accompany this form, your registration will not be processed.

A + B + D + E + F + H = Total $_________________

Full Conference Only Registration (May 8–10, 2017) A

On or Before

4/10/2017 After 4/10/2017

o Individual Member $940 USD $1,110 USD

o Join and Register (add dues in Box B) $940 USD $1,110 USD

o Nonmember $1,305 USD $1,460 USD

o Guest/Spouse ______________________ $300 USD $300 USD

Non-Exhibiting Vendors and Partners

o Non-Exhibiting Corporate Partner Member $2,300 USD

o Non-Exhibiting Vendor Nonmember $3,300 USD

Subtotal A $_________________

Membership Dues B

Membership Type Gross Yearly Income Dues

Company Member o $3,000,000 or less

o Asia Pacific $620 USD

o Europe $890 USD

o Latin America $745 USD

o Mid East & Africa $625 USD

o U.S. & Canada $1,030 USD

o $3,000,001–5,000,000 $1,595 USD

o $5,000,001–15,000,000 $2,085 USD

o $15,000,001–50,000,000 $8,015 USD

o $50,000,001+ $16,030 USD

o Affiliate Member $360 USD

o Associate Member $360 USD

o Corporate Partner $935 USD

o Corporate Partner Affiliate $360 USD

o Do not include my company in the online membership directory. (DISC)

o I do not want my name provided as part of PRISM International’s mailing list. (DIS)

Subtotal B $_________________

Special Requests C

o I will need vegetarian meals. (SDV)

o I require special assistance. Please contact me. (SA)

o Request a Buddy (RB)

o Serve as a Buddy (SB)

1-Day Conference Registration D

o Monday/Tuesday* o Wednesday

On or before 4/10/2017 After 4/10/2017

o Member $450 USD $495 USD

o Nonmember $690 USD $825 USD

*Monday includes the reception in the exhibit hall only. Subtotal D $___________

FOR OFFICE USE ONLY

Cust# ____________ Date ______________

Mtg Ord #1- ___________________________

4 easy ways to registerMail

Attn: Registration Dept.PRISM InternationalPO Box 3781Oak Brook, IL 60522 Online*

www.prismintl.org/conference

Payment

n Visa n MasterCard n Discover n American Express n Check (enclosed)• Make checks payable to PRISM International, in U.S. funds. • A charge of $50 USD will apply to checks returned for insuffi cient funds.• If rebilling of a credit card charge is necessary, a $75 USD processing fee will be charged. • I authorize PRISM International to charge the credit card listed below

amounts reasonably deemed by PRISM International to be accurate and appropriate.

Account Number Exp. Date

Cardholder’s Name (print) Signature

Cancellation Policy: All cancellations must be made in writing. A $50 USD processing fee will be charged for all cancellations postmarked before April 17, 2017. No refunds will be made under any circum-stances on cancellations postmarked on or after April 18, 2017. PRISM International reserves the right to substitute faculty or to cancel or reschedule sessions because of low enrollment or other unfore-seen circumstances. If PRISM International must cancel the entire workshop, registrants will receive a full credit or refund of their paid registration fee. No refunds can be made for lodging, airfare, or any other expenses related to attending the workshop.

Note. For mailed registrations, allow at least 20 days for delivery to PRISM.

Phone* +1.847.375.6344+1.800.336.9793Fax*+1.847.375.6343

*credit card payment only

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DES PLAINES, ILPERMIT NO. 188

8735 W. Higgins Road, Suite 300

Chicago, IL 60631

Become a 2017 PRISM International Annual Conference exhibitor and join this impressive

list of past exhibitors:

All Source Security Container

Allegheny Shredders

Andrews Software, Inc.

BELFOUR Property Restoration

BMS CAT, Inc.

Brightstone Insurance Services, LLC

Commodity Resource & Environmental, Inc.

CSR Professional Services Inc.

DACS, Inc.

DHS Worldwide Software Solutions

Digitech Systems, Inc.

DocuData Software Inc

Elite Storage Solutions, LLC

Fire Protection International Consortium, Inc.

FIRELOCK Modular Vaults

IBML

Interstate Restoration

Jake, Connor & Crew, Inc.

JVC Advanced Media USA Inc.

KirkpatrickPrice LLC

O’Neil Software

OPEX Corporation

The Paige Company

Perm-A-Store

Prime Compliance

REB Storage Systems International

Record Nations

Shred Nations

Shred-Tech

Technicraft Product Design Inc.

XpresspaX, Inc.

Yodle, Inc.

To reserve your exhibit space, contact Chris Schroll at cschroll@prismintl.org or 847.375.3661.