Spring Seminar 2026
ARMA Utah at 45 years—a look back and into the future of records and information management
Join us for our 2026 Hybrid Spring Seminar as we celebrate a landmark milestone! The landscape of records and information management vastly changed since our chapter’s founding in 1980. Come learn with us as we explore the past, present, and future of records and information management.
Special guest keynote presenter Wendy McLain joins us with 30+ years of experience with all aspects of records and information management, across multiple sectors. Read more below!
Sponsors
Thank you to this year’s sponsor, Zasio!
Zasio offers software solutions and consulting services to help manage and protect your records and ensure you comply with legal retention requirements.
Registration
In-person registration (includes lunch)
Member admission: $95
General admission: $110
Online registration
Member admission: $75
General admission: $90
Schedule
More information coming soon!
| 9 – 9:45 AM | Registration |
| 9:45 – 10 AM | President’s Welcome Branson Larson |
| 10 – 10:45 AM | Keynote: From Robek to Robots: Foundations for the Future Wendy McLain |
| 10:45 – 11 AM | Break and vendor presentation |
| 11 – 11:45 AM | Cybersecurity Incidents and Legal Issues—Happening Now Romaine Marshall |
| 11:45 AM – 1 PM | Lunch |
| 1 – 1:45 PM | Retiring Microfilm with Dignity: How Utah State Archives is building its digital asset management Melissa Coy |
| 1:45 – 2 PM | Break |
| 2 – 2:45 PM | Chasing Stability: Preserving Records in an Ever Changing Digital Landscape Tyler Thorsted |
| 2:45 – 3:10 PM | ARMA Utah at 45 Years – Roundtable with past presidents David Fleming, Howard Loos, Joshua Bullough, Kendra Yates, Mandy McClellan, Todd Johnson |
| 3:10 PM | Drawing for one full admission to the Sedona Conference – Electronic Document Retention and Production Midyear Meeting (Working Group 1), held April 23-24 in Salt Lake City |
Presenters
| Keynote Address From Robek to Robots: Foundations for the Future From Mary Robek’s foundational theories to the autonomous data landscapes of the future, the profession of Information Management has undergone a radical transformation. This session explores that 45-year journey, highlighting how we moved from microfilm to generative AI without losing our way. See how the RIM professional has shifted from a paper custodian to an ethical guardian of digital truth, ensuring our core values remain steady even as the world changes. Wendy McLain MLIS, CRM; Assistant Professor of Professional Practice, Louisiana State University Wendy McLain is a veteran RIM/IG leader with 30+ years of experience across government, healthcare, engineering, and energy sectors, where she partnered with IT, Legal, Compliance, and other teams to drive smarter processes, stronger compliance, and meaningful information governance improvements. A believer in giving back, she has served in international leadership roles including the ICRM Board (2012–18; 2025–present) and the ARMA International Board (2019–2024), even serving as President of both organizations. After returning to Baton Rouge in 2024 (trading HEB and tortillas for LSU tailgating and gumbo!) Wendy joined LSU’s School of Information Studies as an Assistant Professor of Professional Practice, where she leads the Graduate Certificate in Records & Information Management and mentors emerging professionals. |
 | Cybersecurity Incidents and Legal Issues—Happening Now Romaine Marshall Polsinelli Stakeholder; Data Innovation, Privacy, and Security Romaine helps organizations navigate legal obligations relating to data innovation, privacy, and security, and Artificial Intelligence. Romaine’s risk management approach is informed by his experience as a business litigation and trial lawyer, and as legal counsel in response to hundreds of cybersecurity and data privacy incidents which, in some cases, involved litigation and regulatory investigations. He has been lead-counsel in multiple jury and bench trials in Utah state and federal courts, and against government agencies nationwide. As organizations embrace digital transformation, Romaine helps them manage legal risks by tailoring incident response plans and risk assessments, and co-developing written information security and AI risk management programs. He also advises on the application of cybersecurity and AI governance frameworks, and related data privacy considerations Read more about Romaine Marshall at his website: polsinelli.com/romaine-c-marshall |
 | Retiring Microfilm with Dignity: How Utah State Archives is building its digital asset management This presentation covers the philosophical and technological transitions at the Utah Division of State Archives and Records Service. We will cover the steps taken to build the technological infrastructure required to manage and preserve born-digital government records in a digital environment. Melissa Coy Digital Initiative Program Manager, Utah Division of Archives and Records Service Melissa Coy received her B.A. from Westminster University in 2001, and her M.A. in American History in 2004. For 16 years she worked for the Utah Historical Society in various roles: as a manuscript and photograph curator; as collections development coordinator, and later as a digitization specialist. She has been with the Utah State Archives for 5 years, charged with transitioning the Archives from microfilm to digital preservation. As Digital Initiatives Program Manager, she oversees infrastructure building to manage born-digital assets in a digital environment, in-house digitization of analog items, and online access to those digitized materials. Melissa has served in several professional roles: as Utah Manuscripts Association President, Conference of Intermountain Archivists DEIA Committee Chair, and currently serves on the Millcreek Historic Preservation Commission. She is a certified Digital Archives Specialist from SAA, and was a graduate of the Archives Leadership Institute at Purdue in 2019. She also taught night classes of History 1700 at Salt Lake Community College for ten years. She has won the Utah Historical Society’s William P. MacKinnon Award twice (in 2007 and 2019), and the Governor’s Award for Excellence twice (in 2014 and 2019). In her spare time she enjoys reading, playing the bass guitar, camping with the family in her 1978 camper, creating miniature dioramas, and riding vintage Vespas. |
 | Chasing Stability: Preserving Records in an Ever Changing Digital Landscape “Chasing Stability: Preserving Records in an Ever Changing Digital Landscape” tries to capture the current challenges record managers, preservationists, and archivists face as the technology we use evolves faster than our ability to preserve it. Acknowledging that obsolescence is not an exception but a constant reality we must address, balancing long term access, resource limitations, and the inevitability of change. Tyler Thorsted BYU Digital Preservation Manager Tyler Thorsted is the Digital Preservation Manager at the Harold B. Lee Library at Brigham Young University. He previously worked on the Preservation Team at the Church History Library in Salt Lake City. Tyler has a degree in Technology Management and has a love for file formats. Before his career in Libraries and Archives, Tyler worked in the commercial printing industry where he learned the value of high quality scanning and color management. His hobbies include photography and collecting church history-related items dealing with the Church of Jesus Christ of Latter-Day Saints in Asia. |
 David Fleming  Howard Loos  Joshua Bullough  Kendra Yates  Mandy McClellan  Todd Johnson | Roundtable with ARMA Utah Past Presidents This session is a look back at the ARMA Utah and the records profession, as a whole, from the perspective six past chapter presidents. David Fleming David Fleming is Vice President and Corporate Records Program Manager for Zions Bancorporation and has over 40 years of experience in operations management, project management, records management, and information governance. In the role of Corporate Records Program Manager, David works closely with executive and business unit management, Data Governance, Legal, IT, and Risk Management to develop information management and legal discovery strategy and processes for the corporation. David is an active member of the ARMA Utah-Salt Lake Chapter and has served in various ARMA leadership roles at the chapter and region levels including Chapter President and Pacific Region Director. He has also previously served in volunteer leadership roles for the American Bankers Association (ABA) Records Management Working Group and as a member of the Utah State Records Committee from 2011 to 2019 (Chair 2017-2019) and currently serves on the Utah State Records Management Committee. David holds both the Certified Records Manager (CRM) and Certified Information Governance Professional (IGP) designations. Howard Loos Howard Loos, CRM, IGP, CIPP/US/E has 32 years of experience in the governance of information, focusing on Records & Information Management and Privacy. During those years, Howard worked as a consultant and then a practitioner. His specialties include reducing an organization’s information related risk, strategy & program development, organizational governance, requirements gathering & vendor selection and data retention. Howard attended the University of North Dakota, where he received his bachelor’s degree, majoring in both Business Administration and Records and Information Management. He later received an MBA from the same university. Howard is certified as a Certified Records Manager (CRM), Information Governance Professional (IGP), Certified Information Privacy Professional (CIPP/US/Europe), and Certified Change Practitioner. Howard recently retired and spent a majority of his career working at Brigham Young University as their Chief Privacy Officer & Director of Information Management and with KPMG as a Director of Records & Information Management. Joshua Bullough Joshua Bullough has over a decade of records management experience. In 2012 he began working for his current employer: The Church of Jesus Christ of Latter-Day Saints Church History Department. He manages archival acquisitions work for the United States Central, Southeast, and Southwest areas. Joshua has presented at the local chapter monthly meeting several times; as well as at MER and ARMA International’s annual conference. He became a Certified Records Manager in 2016 and a Certified Archivist in 2021. Joshua served the ARMA Utah – Salt Lake Chapter as the Past-President, President, Vice President, and Chapter Treasurer. Kendra Yates Kendra Whitaker Yates is the Chief Records Officer for the state of Utah and the manager of the Records and Information Management (RIM) Services Program at the Utah Division of Archives and Records Service. The program offers RIM training and consultation, certification, and off-site records storage to all governmental entities in the State. Kendra has a Bachelor of Arts in History, a Masters of Library Science, is a Certified Records Manager and a Certified Information Privacy Manager. She loves learning, problem-solving, and working with people, and appreciates the opportunity to do all three at the State Archives. Mandy McClellan Mandy McClellan is the Records and Information Manager for Central Utah Water Conservancy District. Mandy has been in the Records Department with CUWCD for 20 years and holds the CRM, IGP, CIPP/US and CIPM certifications. Recently, in addition to her Records Management duties, she is serving as acting Privacy Officer ensuring the agency is compliant with the new Utah State privacy laws. In her free time, she loves to read, travel with her husband and dogs and spend time with her 2 kids, their spouses and her 2 grandchildren. Todd Johnson Todd Johnson is a certified records, privacy, and information governance professional who has somehow managed to make retention schedules, privacy frameworks, and compliance audits sound almost exciting. With more than 20 years of experience spanning financial services, energy, utilities, and now records management for The Church of Jesus Christ of Latter-day Saints, Todd spends his days helping departments herd information cats, reduce risk, and actually find what they’re looking for. Fun fact: just last week, Todd checked off a bucket list item by hiking The Wave along the Utah–Arizona border—an experience he describes as breathtaking, well organized, and notably lacking a retention schedule. |
Location
Utah Capitol – North Building
South Conference Center (2nd floor)
350 North State Street
Salt Lake City, UT 84114
Parking
Parking is free in public lots to the east and northeast of the Capitol Hill Complex (green areas in map below). Parking is also allowed along the streets around the Capitol unless there are signs that indicate otherwise.
Public Transit
UTA bus route 200 offers service to the State Capitol. Learn more at UTA’s website.
Who should attend?
- Records Managers
Professionals responsible for managing records and information within organizations - Information Governance Professionals
Those involved in developing and implementing information governance policies and practices - Data Privacy and Compliance Officers
Professionals tasked with ensuring compliance with data privacy regulations and standards - Legal and Regulatory Professionals
Legal and regulatory professionals involved in e-discovery, litigation support, and compliance - Business Leaders and Executives
Business leaders and executives seeking to leverage information assets for strategic decision-making - Consultants and Solution Providers
Consultants and solution providers offering services and solutions in the fields of records management, information governance, and digital transformation
Questions? Contact us at contactarmautah.@gmail.com