Leaders in Legal Information Governance

Information Governance Experience

RCA IG has developed and implemented corporate IG programs for Fortune 500, multinational and mid-sized companies. Clients include US and global across entities in a wide variety of industries, including pharma, financial services, healthcare, telecom, energy, manufacturing and non profit. Examples include: 

• Engaged to advise on record retention requirements and technical imaging processes for wholesale banking operations of a leading Canadian-based financial institution.
  
  
• Engaged to create a global legal framework for an Information Governance Program by a large, international pharmaceutical company.
  
  
• Retained to develop information management practices and records retention schedule for a US financial services company’s operations in the United Kingdom, European Union, Germany, Slovakia and Australia.
  
  
• Designed corporate level records retention policy for Fortune 500 Company in the energy sector.
  
  
• Retained to design and implement a corporate wide information management program for a publicly traded telecommunications company.
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Speaking Engagements

RCA IG is regularly called upon to address the challenges and approaches to Information Governance. Recent events include:  

• IBM Information On Demand (IOD): Address the Challenges of Massive, Uncontrolled Accumulation of Information (October, 2011)

• IBM Information On Demand (IOD): CGOC Faculty Panel (October, 2011)

• CGOC Los Angeles Regional Meeting: Revolutionizing the Retention Schedule for the Modern Era (October, 2011)

• ARMA International Industry Intelligence Session at ARMA International 56th Annual Conference and Expo: Elements of the Modern Executable Retention Schedule (October, 2011)

• CGOC Webinar: Revolutionizing the Retention Schedule for the Modern Era (October, 2011)

• Law.com Webinar: The Enterprise Myth: Separating eDiscovery Fact from Fiction (September, 2011)

• ARMA International Webinar: 10 Elements of an Executable Retention Schedule-Product of the CGOC Working Group on Records Information Management (April, 2011)

• CGOC 7th Annual Summit, Building Better Bridges, Achieving Enterprise Excellence in Discovery, Retention and Disposition (January, 2011)

• CGOC Webinar: A Presentation of the CGOC Benchmark Report on Information Governance (September, 2010)

• CGOC Webinar: Introduction to the Information Management Reference Model How it Provides a Construct for Linking Business Value and Legal Duties to Information Sources (May, 2010)

• CGOC RIM Subgroup Webinar: Legal Groups- Neither Useful nor Defensible (April, 2010)

• CGOC 6th Annual Summit, Adapting to Changing Facts: From Best Practice to Next Practice-Rigorous Discovery, Defensible Disposal (Jan., 2010)

• American Society of Women Accountants (ASWA) Empowering Today’s Accountant Seminar, Information Management-Legal Compliance for Accounting and Financial Professionals (July 2010)

• American Society of Women Accountants (ASWA) Technical Session, An Overview of Records and Information Management (May 2010)

• The Institute of Management Accountants (IMA) Technical Meeting, Document Compliance - What You Need to Know (April 2010)
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Recent Publications

• CGOC, October 2011, Elements of the Modern, Executable Retention Schedule, Lorrie Luellig and Harry Pugh
  
  
• Corporate Counsel, August 2011, How Legal and IT Can Work Together to Prevent an E-Discovery Crisis, Lorrie Luellig
  
  
• Corporate Counsel, July 2011, Information Governance: The Time for Legal and IT to Work Together is Before a Litigation Crisis Hits, Lorrie Luellig
  
  
• Interview feature in: ComputerWorld, June 2011, Cover Story: Defensible Disposal, Robert L. Scheier
  
  
• Bio-IT World, February 2011, Better Compliance Through Defensible Data Disposal, Lorrie Luellig
  
  
• Pipeline & Gas Journal, February 2011, Are You Saving Money With a Defensible Records Disposal Strategy, Lorrie Luellig and Deidre Paknad
  
  
• CTO Forum, December 2010, Improving Data Governance, Lorrie Luellig and Deidre Paknad
  
  
• CIO Update, November 2010, A New Framework for Defensible Disposal, Lorrie Luellig and Deidre Paknad
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Professional Memberships & Associations

• EDRM, Information Governance Reference Model, Working Group Lead
  
  
• Compliance Governance Oversight Council (CGOC), Co-Chair, RIM Subgroup
  
  
• The Sedona Conference, Member, Working Group on Electronic Document Retention & Production
  
  
• ARMA International, Member
  
  
• ARMA, Arizona Chapter, Member
  
  
• Maricopa County Bar Association, Member
  
  
• Harvard Club of Phoenix, Member and former Member of Board of Directors

• State Bar of Arizona, Member
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