Connect, Learn, and Succeed

Annual ConferenceMay 13–16, 2013Hyatt Regency Coconut PointBonita Springs, FL2

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PRISM International Invites You to Connect, Learn, and Succeed

Welcome from the PresidentOn behalf of the PRISM International Board of Directors, I am excited and proud to personally invite you to attend the 2013 PRISM International Annual Conference. You are likely aware that PRISM International has seen many changes in the past year. You are looking at one of the most important aspects of this change. I fully believe that the 2013 PRISM International Annual Conference will be the most important event this year in the records and information management industry. Our annual conference task group has worked hard to significantly enhance our conference education program and modify the schedule of our premier event. This year’s lineup of sessions, in my opinion, is the biggest and best that we’ve ever had. This conference will truly provide you an opportunity to

Connect, Learn, and Succeed.

Whether you are new to the industry or have been in commercial information management for decades, the 2013 Annual Conference will offer you unparalleled learning experiences and an opportunity to network with your peers. You will also have an opportunity in our exhibit hall to visit with and learn from the best corporate partners and exhibitors in the records and information management industry.

Please take the time to look through this brochure and learn about the wealth of activities and programs we have planned for this year’s conference. Take a look at, not only the outstanding program, but also the beautiful Hyatt Regency Coconut Point, which was recently named among Travel + Leisure’s 500 World’s Best Hotels. The choice is easy—register today.

I look forward to seeing you in Bonita Springs!Nathan Campbell, Access

Welcome from the Annual Conference Planning ChairAs the chairman of the 2013 PRISM International Annual Conference, I would like to present you with a conference program that has been prepared by the dedicated members of the annual conference task group. The conference schedule offers PRISM International members the opportunity to Connect, Learn, and Succeed.

This year’s conference will offer PRISM International members and corporate partners a unique opportunity for net-working and learning. The conference location offers all the amenities you have come to expect, with more empha-sis placed on providing an environment where members can connect with each other and learn what’s happening

in our industry to succeed.The 2013 annual conference task group has developed a terrific schedule, including educational and informative sessions in our in-

dustry’s four core markets: records storage and management, data protection, document and media destruction, and document imag-ing. This year’s conference is designed for all of our members —from the newcomers to the veterans. The task group has put together a great lineup of speakers and presenters, including both respected industry veterans and new faces from outside the industry. Please join me in South Florida for a little fun in the sun and a whole bunch of opportunities to Connect, Learn, and Succeed.

See you in Bonita Springs! Dale Poston, Archives Management Centers, Inc.

Conference Objectives• Learn the latest trends and resources in the commercial

records industry.• Network and share best practices with your peers.• Hone your business, sales, and marketing skills.

• Discover new systems, tools, and resources to recommend to your clients.

• Visit industry vendors and hear about their newest products and services.

Certified Records Manager—Certification Maintenance CreditThe 2013 PRISM Annual Conference has been preapproved by the Institute of Certified Managers (ICRM) for 12.5 hours of Certification Maintenance Credit. PRISM recommends that attendees retain a copy of the conference brochure and other materials for supportive documentation.

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Schedule at a Glance Monday, May 139 am Optional Golf OutingSponsored by: Cornerstone Records Management

4–7:30 pmRegistration Open

5–5:30 pmFirst-Time Attendee Reception

5:30–6:30 pm New Member and Vendor AppreciationSponsored by: REB Storage Systems International

6:30–8 pm Opening Reception in Exhibit HallSponsored by: Iron Mountain

Tuesday, May 147:30 am–5 pm Registration Open

8:15–9 am Welcome and Recognitions

9–10 am Opening Keynote Address Outsell, Outmanage, Outmotivate, and Outnegotiate Your Competition (001)Sponsored by: Recall Corporation

10–10:30 am Break in Exhibit Hall

10:30–11:45 am Getting Started: Things to Consider When Starting a Records Management Company (100)

Pitfalls, Gotchas, Contracting, and Difficulties of Large Service Deployment (101)

Sales in Imaging (102)

11:45 am–1 pm Networking Lunch in Exhibit Hall

1–2:15 pm Disaster Planning: What Hurricane Sandy Has Taught Us (103)

The Future of Tape and Cloud (104)

What You Need to Know Before Going Digital (105)

2:15–3:30 pmThoughts on Additional Service Lines (106)

Data Protection IT: A Tough Sell? (107)

Outsourcing Supplementation (108)

3:30–4 pm Break in Exhibit Hall

4–5 pm Proper Shredding Procedures of Problematic Records (109)

Future Trends in Data Protection (110)

Developing a Successful Team (111)

Wednesday, May 158:30 am–4:30 pm Registration Open

8:30–9:30 am Continental Breakfast in Exhibit Hall

9:30–10:30 am General SessionTrust-Based Sales and Marketing: What Every RIM Company Needs to Employ (002)

10:45–11:45 amLeading Organizational Change in a Hybrid Industry (200)

Best Practices in Insurance and Risk Management: A Report on the Industry Insurance Research Project (201)

Physical Safeguards (202)

Noon–1:15 pm Annual Business Meeting LunchSponsored by: CitiStorage

1:15–2:30 pm Solution Clinics (203)• Data Protection (A) • Destruction (B)

2:30–3:30 pm Break in Exhibit Hall

3:30–4:30 pm Key Legal Strategies to Protect and Grow Your Business (204)

Web Marketing Revisited: The New Reality in Search Marketing (205)

HIPAA and the Final Omnibus Rule—What You Need to Know (206)

7–8:30 pm Conference Dinner

8:30–10 pmLast Call Reception in Exhibit HallSponsored by: Lane-Link Group, Inc.

Thursday, May 168 am–1 pm Registration Open

7:30–9 am Task Group Roundtables (Task Group Members Only)

9–10:15 amThe Battle to Break Even in the Four Pillars (300)

Deadbeat Debtors: What to Do When the Notice of Bankruptcy Arrives (301)

Hard Drive Media Destruction: How to Add to Your Service Offerings (302)

10:30–11:45 am Solution Clinics (303)• Physical Records Management (A) • Imaging (B)

Noon–1 pmClosing Panel and Plated LunchFuture Trends in the Records and Information Management Industry (003)

Session Descriptions

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Tuesday, May 149–10 amOpening Keynote Address Outsell, Outmanage, Outmotivate, and Outnegotiate Your Competition (001)Harvey Mackay, Chairman of MackayMitchell Envelope Company, Best-Selling Author and ColumnistFrom his experience as a Minneapolis entrepreneur and promi-nent community leader, Mackay offers powerful and compelling advice on how to Outsell, Outmanage, Outmotivate, and Outne-gotiate Your Competition, offering tips on salesmanship, customer service, leadership, management, and negotiation. He will take you into shark-infested waters, throw you a life preserver, and help you leave the competition in the wake.

10:30–11:45 amGetting Started: Things to Consider When Starting a Records Management Company (100) PRMSherri Taylor, Armstrong ArchivesIt’s been said that the secret to success is getting started, but we say the real secret is getting started successfully. This session is designed for those new to the industry or those looking to expand their existing businesses by drawing on the knowledge and ex-pertise of those who have already been there. The session will be conducted in an open format conducive to the free flow of information and cover all the fundamental aspects of starting and growing a successful records center. Topics will include ar-eas such as accounting/finance, equipment/technology, space/ location, and sales/marketing.

Pitfalls, Gotchas, Contracting, and Difficulties of Large Service Deployment (101) DPGreg Bullard, IG2 Data Security, Inc.; Harold Ebbighausen, Iron Mountain; Tom Fetters, Recall; Moderator: Nathan Campbell, Access Information Management You’ve won the RFP or gotten the “yes” from the business team. Now the fun begins—contract review and approval. The panel will offer their diverse perspectives on contracting issues for off-site data storage space. They will offer practical tips and discuss some unique considerations in closing offsite data storage deals.

Sales in Imaging (102) IJohn Becker, Fort Docs; Chris Kelley, COR365In today’s frenetically paced business environment, spending de-cisions are driven by return on investment (ROI) analyses. Your ability to sell document imaging solutions turns on how the invest-ment will drive efficiency and reduce costs associated with current paper-based process. This presentation will focus on two key ele-ments of selling these solutions to clients. Presenters will begin by reviewing the selling skills and techniques required for these high-er value, more complex sales. They will then move to an overview of some of the related technologies often used in such implementa-tions. Items in the technology overview will include workflow, on-line forms, printing to PDF, fax servers, e-mail technologies, and more. All examples will be provided in the context of real-world sales/implementations.

KEY Sessions OPS = Business Operations D = Destruction

DP = Data Protection I = Imaging

PRM = Physical Records Management

Featuring Harvey Mackay Harvey Mackay is the author of seven New York Times bestsellers. His first two books—Swim With the Sharks Without Being Eaten Alive and Beware the Naked Man Who Offers You His Shirt—have been trans-lated into 42 languages and distributed in 80 countries. Both books were New York Times #1 bestsellers and are also listed by the Times among the top 15 inspirational business books of all time.

He also is one of America’s most popular and entertaining business speakers. Toastmasters International named him one of the top five speakers in the world, and he is a member of the National Speakers Associa-tion Speakers Hall of Fame.

In April 2004, Mackay received the prestigious Horatio Alger Award in the Supreme Court Chambers. He was inducted into the Minnesota Business Hall of Fame in 2002. He is the past president of the Minne-apolis Chamber of Commerce, the Envelope Manufacturers Association of America, and the University

of Minnesota National Alumni Association. In October 2008, he was presented the University of Minnesota Outstanding Achievement Award.

For these reasons, Fortune magazine refers to him as “Mr. Make Things Happen.”Don’t miss Mackay’s Opening Keynote Address, Outsell, Outmanage, Outmotivate, and Outnegotiate Your Competition.

Session Descriptions

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1–2:15 pmDisaster Planning: What Hurricane Sandy Has Taught Us (103) PRMMark Rocco, BMS CATHurricane Sandy taught the Northeastern region of the United States what hurricane and water damage can do in an area-wide disaster—a lesson that many people in the southern hurricane belt have learned the hard way over the years. Hurricane Irene was the eye-opener, and Hurricane Sandy was the beast that wreaked havoc and devastation on businesses and homes. Hurricane Sandy also revealed that many PRISM customers were unpre-pared and had documents stored in high-risk areas, such as base-ments in the financial district of New York City. Some things can’t be avoided, but in some cases spending time and money to take positive action ahead of time can reduce damages. There are still tens of thousands of boxes of documents waiting to be removed from various clients in the Northeast for document recovery.

The Future of Tape and Cloud (104) DPKevin McLaren, Virtual Cloud Solutions Something old, something new, something borrowed, something blue. This session discusses the marriage of an old technology with a new transport vehicle.

What You Need to Know Before Going Digital (105) IJustin Ullman, RhinoDox; Brian Bagen, RhinoDox; Mark Creglow, File BoundIf you are considering making the jump to digital and document scanning conversion services, eForms, workflow, and ECM, there are things you should know from this panel, who have already gone through the learning process. This panel will share how they have successfully transitioned to digital conversion services, along with the pitfalls and mistakes that have come with it. The panel will also discuss how their conversion services and ECM business have affected their physical box storage business, as well as how document conversion services lead to more box storage business.

2:15–3:30 pmThoughts on Additional Service Lines (106) PRMSpeaker TBDThis session will discuss the ABCs of a healthcare release of infor-mation business. The discussion will include pros and cons, such as revenue opportunities, complexities of the business, and liti-gation. ROI technology platforms, resources, and HIPAA privacy and security compliance will be addressed.

Data Protection IT: A Tough Sell? (107) DPAndrew Ysasi, Kent Records Management Inc.Speaking to technology professionals is a challenge regardless of what the conversation is, especially if you come from the offsite records storage industry. Unless you are in IT, it may be difficult to find common ground. Ysasi will download his experiences as a sales person, IT director, and professor of technology as they per-tain to selling data protection. In addition, he will discuss the cur-rent challenges of IT professionals, how to sell to various IT roles, and a sales process outline specific to data protection software and services. This presentation will help non-IT professionals sell IT and provide some additional tips for IT professionals who sell IT services.

Outsourcing Supplementation (108) IHellman Chica, Penny Imaging Exchange Inc.; additional panelists TBDAre you considering outsourcing specialized or repetitive tasks in an effort to increase your product offerings, improve capaci-ty, and reduce your costs? Are you holding back due to lack of comfort, concerns about privacy and compliance, or uncertainty about how to work with your customer on a potentially polarizing subject? If so, then this panel discussion is for you. Combining expertise in the areas of on-shore outsourcing, off-shore outsourc-ing, and perspective as the middleman in these transactions, this panel will provide information on managing the process, making sure you correctly handle the privacy concerns associated with this work for the mutual benefit of you and your customers. Both you and your customers will be thankful you attended this discus-sion. Don’t outsource your knowledge on this important topic!

4–5 pmProper Shredding Procedures of Problematic Records (109) DSpeaker TBDYou have damaged records. Now what? Should you ever have to deal with vandalized or fire-, smoke-, or water-damaged records, would you know how to properly destroy them? Learn some tips and tricks to help you avoid these harmful situations and the prop-er procedures for destruction.

Future Trends in Data Protection (110) DPBob Jackson, Managed Business Solutions; John Sharpe, Iron Mountain; Chris Oswold, Fujifilm Recording Media USA, Inc.Moderator: Chris Kelley, COR365A common misconception about data protection is that it is sim-ply an expensive form of insurance. Data protection has moved into a service-oriented solution that has not only added value for many companies, but has also helped mitigate risk. From backup to recovery to archiving, data protection not only is a good prac-tice, but it also makes good dollars and sense. Whether you’re a beginner or an expert, there is something in this session for ev-eryone. This session is an open forum that will allow attendees to ask questions or explore topics in greater detail.

I was very pleased to attend my first PRISM International conference. The information was extremely valuable.

2012 Conference Attendee

Session Descriptions

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Developing a Successful Team (111) OPSChad Sorrell, Archive LogisticsMany business owners care about their employees and consid-er them extended family, but truth be told, that doesn’t magically create harmony or high performance in our workplace. The ques-tion is, what does? How would your employees rate the level of trust and teamwork in your office? Do you find motivating your team to be a challenge that money can’t permanently influence? Would you like for your team to think more like you do as an owner? This session will address these types of crucial questions that are relevant to every business owner and provide attendees with a candid testimony of how one owner is finally tackling them with purpose after years of sitting on the sidelines.

Wednesday, May 159:30–10:30 amGeneral Session

Trust-Based Sales and Marketing: What Every RIM Company Needs to Employ (002)Tom Adams, Flourish Press, Inc.The RIM services industry has been built on a strong sales model—cold calling, knocking on doors, and networking. But what if the traditional approaches you’ve been taught about sales and marketing were actually detrimental to your success? What if your attempts to sell the way you always have are wrong for 2013? In this session, Adams will describe a more effective way to improve your sales results by not “trying” to sell at all. He will encourage you to set a new goal—build powerful trust with your prospects. Then he will provide examples and actions you can take to implement them in your RIM service business.

10:45–11:45 amLeading Organizational Change in a Hybrid Industry (200) OPSMichael E. Huff, File Keepers, LLCOrganizational leaders are tasked with integrating both techni-cal and interpersonal skills to keep pace with technological inno-vation and regulatory compliance mandates in a hybrid industry (paper and digital records). This interactive presentation will dis-cuss how leaders can adapt to change, the psychological road-blocks to change, and the key leadership ingredients necessary to lead effective organizational change.

Best Practices in Insurance and Risk Management: A Report on the Industry Insurance Research Project (201) OPSJim Booth, Brightstone Insurance; Bryan Paulozzi, Brightstone InsuranceIn August 2012, Brightstone Insurance began an extensive survey of the insurance practices of the commercial information manage-ment industry. Analyses of policy samples, along with addition-al survey information, have created measurements of insurance practices common to the industry. These results, along with addi-tional information, are being captured in a revision of the PRISM International Insurance and Risk Transfer Guidelines publication, which Brightstone is revising. This session will examine the find-ings of the research and offer opportunities for questions and an-swers as results are revealed. The session will also explore areas in need of further study.

Physical Safeguards (202) DMichael Massaro, Iron MountainThis session will provide visual examples and discussion around best practices for facility safeguards and detailed information about safe-guarding media/records in transit. This session will cover facility physical safeguards, protecting assets in transit, and physical safe-guards for transportation, including driver training, alarms and ve-hicle specifications, and telematics and other GPS technology, and compliance with Federal Motor Carrier Programs.

1:15–2:30 pmNEW

Feature Solution Clinics (203)This year, we are hosting four solution clinics covering the four PRISM pillars: data protection, destruction, physical records man-agement, and imaging. These solution clinics will consist of a panel discussion with a moderator regarding topics within the four pillars. This will be an open forum during which attendees are encouraged to discuss any issues, trends, or questions they may have about the pillars. Bring your questions—we’ve got answers!

• Data Protection (203A)• Destruction (203B)

3:30–4:30 pmKey Legal Strategies to Protect and Grow Your Business (204) OPSGreg Bullard, IG2; Greg Stangle, IG2This session will provide an interesting and informative overview of the key legal issues facing PRISM members. The presenters will offer their unique perspective on these issues, having spent years advising clients as attorneys as well as running their own in-formation management business for more than 10 years. Topics covered will include legal issues related to client contracts, opera-tions, employment, and corporate culture.

KEY Sessions OPS = Business Operations D = Destruction

DP = Data Protection I = Imaging

PRM = Physical Records Management

Session Descriptions

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Web Marketing Revisited: The New Reality in Search Marketing (205) OPSTom Adams, Flourish Press, Inc.It is not 2012 anymore. Search marketing continues to evolve at breakneck speed, and as a RIM operator and marketer, it is criti-cal that you are up to date. In this session, Adams will outline the most recent changes and updates in Web search marketing and how they affect you and your website. With information gleaned from his everyday work with industry clients and their websites, he will demonstrate the changes with real-world examples and evidence to ensure you are not only aware of the changes, but also committed to implement the kind of response necessary to continue to compete in today’s crazy Web world.

HIPAA and the Final Omnibus Rule—What You Need to Know (206) PRMKelly McLendon, CompliancePro SolutionsThis session focuses on the latest trends and requirements related to the final omnibus rule released in January of 2013. It is a “must see” for any records center that handles HIPAA- protected health records. The liability that business associates now face and their responsibility in regard to breach notification will both be addressed. Find out what the new rule says about records storage companies, and learn how you and your company can be compliant.

Thursday, May 169–10:15 amThe Battle to Break Even in the Four Pillars (300) OPSMichael Fruchter, Total Records Information Management; Chris Kelley, COR 365The document management business is made up of many differ-ent business segments, and owners of companies in this indus-try are constantly facing the question of which business area will yield the highest ROI on their capital available for future invest-ment. This session will look at the four pillars (records storage and management, data protection, document and media destruction, and document imaging) using a break-even analysis to compare relative returns for a required startup investment. You will leave this session with an enhanced understanding of financial analysis as well as a sense of how quickly you can return 100% of your initial investment in each of these segments.

Deadbeat Debtors: What to Do When the Notice of Bankruptcy Arrives (301) OPSIra Bodenstein, Shaw Fishman Glantz & Towbin LLCThis presentation will provide attendees with a basic understand-ing of bankruptcy and how it impacts your ability to collect on an account and destroy stored records. During this session, attend-ees will learn the difference between chapter 7 and 11 bankrupt-cy; how to deal with chapter 7 trustees over destruction orders; when, how, and why to file a proof of claim; and whether post- filing charges are an administrative expense.

Hard Drive Media Destruction: How to Add to Your Service Offerings (302) DSpeaker TBDIt is no longer enough to format a hard drive to provide secure disposal. The only reliable way to dispose of disks and media that hold digital content is complete destruction. Nonetheless, most executives or managers with purchasing authority are un-aware of the potential fines they can face for improper disposal of this media. Come to this session to find out what you need to know before you jump into this potential new service area.

10:30–11:45 amNEW

Feature Solution Clinics (303)This year, we are hosting four solution clinics covering the four PRISM pillars: data protection, destruction, physical records man-agement, and imaging. These solution clinics will consist of a panel discussion with a moderator regarding topics within the four pillars. This will be an open forum during which attendees are encouraged to discuss any issues, trends, or questions they may have about the pillars. Bring your questions—we’ve got answers!

• Physical Records Management (303A)• Imaging (303B)

Noon–1 pmClosing Panel and Plated Lunch

NEWFeature

Future Trends in Records and Information Management (OE)(See description on page 8.)

The real relationship between PRISM International and its members is what I like most about attending the conference.

2012 Conference Attendee

Optional Events

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Monday, May 13 5:30–6:30 pmFirst-Time Attendee, New Member, and Vendor Appreciation Reception

6:30–8 pmOpening Reception (RC)

Tuesday, May 14 11:45 am–1 pmNetworking Lunch in Exhibit Hall (LUN1)The PRISM International Annual Conference networking lunch pro-vides a perfect forum for attendees to network with more than 75 exhibiting companies. (Registration is required for this no-cost event.)

Wednesday, May 15 Noon–1:15 pmAnnual Business Meeting Lunch (BUS)Join your colleagues for a lively lunch and hear what’s new from PRISM International leaders at our annual business meeting. (Reg-istration required for this no-cost event.)

7–8:30 pmConference Dinner (CD)Make new connections and join old colleagues in rousing discus-sions at the conference dinner. (Registration required for this no-cost event.)

8:30–10 pmNEW

Feature Last Call Reception in Exhibit Hall (LCR)Immediately following the conference dinner, please join the 2013 exhibitors for a dessert reception in the exhibit hall and take care of any last-minute business during the Last Call Exhibit Hall Reception. This is your final opportunity to talk with exhibitors before the hall closes. (Registration required for this no-cost event.)

Monday, May 13 9 am Shotgun StartGolf Outing (OE1) Cost: $130 USD Join your PRISM colleagues for a shotgun/scramble tournament at the Raptor Bay Golf Club, ranked among the top 10 favorites by Gary Van Sickle, senior writer for Sports Illustrated. The shotgun start will begin at 9 am with scramble play.

The course was certified as the first resort Audubon Interna-tional Gold Signature Sanctuary. Working closely with Audubon International, Raptor Bay has made a commitment to environmen-tal stewardship and sustainable practices, creating a model for future golf course development.

Nestled within the resort’s 500-acre property rests 22 acres of lakes and more than 200 acres of native vegetation and na-ture preserve, which is home to endangered species including the bald eagle and gopher tortoise. Each golf hole was carefully crafted to blend with the environment, leaving a beautiful course that accentuates its natural surroundings. Surround yourself in the beauty of nature with no residential sites on property and tourna-ment quality course conditions that give every player an enjoy-able golfing experience.

The $130 rate for PRISM includes the following:• Greens fees• Cart fees• Pre-round practice balls• Box lunch.

Both clubs and shoes are available for rental. Please contact Dave Allyn, course tournament director, for rental pricing and availability: DaveAllyn@wcicommunities.com.

Thursday, May 16Noon–1 pm NEW Feature

Closing Panel Lunch DiscussionFuture Trends in Records and Information Management (OE)Harold Ebbighausen, Iron Mountain; Ian Thomas, O’Neil Software; Dennis Barnedt, Oasis Group; Danny Palo, Vital Records Control, Inc.; Moderator: Nathan Campbell, AccessWhat does the future hold for our industry? Where are we go-ing, and how should you prepare yourself and your compa-ny for these trends? It has been said that by failing to prepare, you are preparing to fail. Join some of our industry giants as they discuss where they believe the industry is going and how a progressive records and information management business should prepare for these changes. This session is an open fo-rum to allow for live questions, comments, and discussion from attendees as well as panelists. Come with your questions and ideas–don’t fail to prepare! (Registration required for this no-cost event.)

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HotelPRISM International has negotiated a special conference rate at the Hyatt Regency Coconut Point in Bonita Springs, FL.

Hyatt Regency Coconut Point5001 Coconut Road Bonita Springs, FL

Reservations: https://resweb.passkey.com/go/prism2013

Rates: $159 single/double plus all applicable taxes. In addition, a $20 resort fee will be assessed for all guests, which includes

• wired/wireless Internet • garage self-parking • golf bag storage• local telephone calls• 800/888 telephone surcharges • incoming faxes • DVD rental • resort trolley• beach ferry• beach chairs and umbrellas• exercise facilities.

Cutoff Date: March 29, 2013Reservations made after the above date will be taken on a space- and rate-available basis. The group rate will be honored 3 days before and after the meeting, based on availability. Cancellations are required at least 48 hours prior to arrival or the credit card on file will be billed 1-night room rate and tax.

Airline is also offering special meeting discounts for

PRISM International Conference attendees. Simply call the Unit-ed Meeting Reservation Desk at +1.800.521.4041 and refer to Meeting ID Number ZNX6231461 to receive a 5% discount off applicable fares. For information on air and ground transporta-tion, please visit Conference Web Central at www.prismintl.org/conference.

Travel Information

2013 Annual Conference Planning Task GroupChairDale Poston, Archives Management

Center, Inc.

Vice ChairBowman Richards, Richards & Richards Office

Records Management, Inc.

Board LiaisonChad Sorrell, Archive Logistics

MembersFrank Albi, Business Information Solutions, Inc.Kristin K. Ashe, Vital Records ManagementMarjorie Baker, Archive CorporationBryan Bastar, DatastoreMike Faber, JK Moving ServicesW. Powell Jones, Secure Records SolutionsRick Jones, O’Neil Software Larry Juliano, EMR in the Cloud

Robin B. Leonard, Leonard Brothers Data Management

Joe Malerba, Russ Bassett Corporation Rosemary Mesa, Accurate Background

Check, Inc.Lori Palmer, REB Storage Solutions InternationalDon Rutkowski, Teilhaber Manufacturing

CorporationSherri Taylor, Armstrong Archives

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Registration InformationFull Registration The full conference registration fee includes the following events that will take place May 13–16:

• Two general sessions• 21 concurrent educational sessions• Entrance into the exhibit hall• Opening and last call receptions in the exhibit hall• One continental breakfast • Annual business meeting lunch• Networking lunch• Conference dinner• Closing panel discussion lunch

Second RegistrationAdditional employees from the same company may register un-der the second registration rate after a full registration is paid. All items listed under “Full Registration” are included.

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

• Entrance into the exhibit hall• Opening and last call receptions in the exhibit hall• Networking lunch• Conference dinner

Exhibitor RepresentativeOne full, complimentary conference registration is included in the exhibit fee with each booth space contracted. Additional corpo-rate personnel may register as an exhibitor representative for only $275 per person.

Cancellation PolicyAll cancellations must be submitted in writing to the PRISM Inter-national Member Services Department. A $50 processing fee will be charged for all cancellations postmarked before April 29, 2013. No refunds will be made on cancellations post-marked after April 29, 2013.

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

As in past conferences, a professional photographer may take photos of attendees at PRISM International’s 2013 Annual Con-ference. These photos are for PRISM International use only and may appear on the PRISM International website, in printed bro-chures, 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 confer-ence experience. Request a Conference Buddy when you register for the conference. You’ll be matched with a veteran PRISM Inter-national member who has attended several conferences to help make your first conference experience as professionally beneficial and as personally enjoyable as it can be. Please check the “Re-quest a Buddy” option when you register.

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

PRISM International Headquarters will be in touch with those who request a buddy or volunteer to serve as a buddy as the conference 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).

PRISM International Thanks Our 2013 Annual Conference Sponsors Access Information Management

Onsite Pocket Guide

Andrews Software, Inc. Signage

Brightstone Insurance Hotel Key Cards

Business Records Management Conference Flash Drives

CitiStorage, LLC Business Lunch

Cornerstone Records Management, LLC Golf Tournament

DACS, Inc. Session Note Pads and Pens

Iron Mountain Opening Reception

Lane-Link Group, Inc. Last Call Reception

O’Neil Software Conference Bag

REB Storage Systems New Member/Vendor Appreciation

Reception

Recall Corporation Opening Keynote Session

Russ Bassett Corp Sport Bottles

2013 PRISM International Annual Conference Registration FormMay 13–16, 2013 | Hyatt Regency Coconut Point | Bonita Springs, FLPlease print. Use a separate form for each registrant. Duplicate as necessary.

Complete Name First Name 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 PhoneTo register, make your selections in boxes A–D, add the subtotals, and indicate the total amount in box F.

Full Conference Registration (May 13–16, 2013) ATake advantage of the member rate for this conference by selecting the appropriate dues level below and including it in your total payment.

On or before 4/1/2013 After 4/1/2013Membero Member $930 USD $1,100 USDo Member Employee $875 USD $1,050 USDo Join and Register (add dues in Box B) $930 USD $1,050 USDOthero Nonmember $1,295 USD $1,450 USDo Exhibitor Representative $275 USDo Guest____________________ $420 USD $545 USD

Subtotal A $_________________

1-Day Conference Registration C

o Monday/Tuesday o Wednesday o ThursdayOn or before 4/1/2013 After 4/1/2013

o Member $430 USD $475 USDo Nonmember $650 USD $775 USD

Subtotal C $_________________

Membership Dues BMembership Type Gross Yearly Income DuesCompany Member o $3,000,000 or less $880 USD

o $3,000,001–5,000,000 $1,369 USDo $5,000,001–15,000,000 $1,785 USDo $15,000,001–50,000,000 $6,867 USDo $50,000,001+ $13,734 USD

o Affiliate Member $306 USDo Associate Member $306 USDo Coporate Partner $802 USDo Do not include my company in the online membership directory. o I do not want my name provided as part of PRISM International’s mailing list.

Subtotal B $_________________

Special Requests

o I will need vegetarian meals. (SDV)o I require special assistance. Please contact me. (SA)o I have other needs. Please contact me. (OTH)

o First time attendee (FTA)o Request a Buddy o Serve as a Buddy

Optional Events EMonday, May 13o 9 am Golf Outing (OE1) $130 x______# of ticketso 5:30–7 pm Opening Reception in Exhibit Hall (RC)Tuesday, May 14o 11:45 am–1 pm Networking Lunch in Exhibit Hall (LUN1)Wednesday, May 15o Noon–1:15 pm Annual Business Meeting Lunch (BUS)o 7–8:30 pm Conference Dinner (CD)o 8:30–10 pm Last Call Reception in Exhibit Hall (LCR)Thursday, May 16o Noon–1 pm Closing Panel and Plated Lunch (OE)

Subtotal E $_________________

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

A or C + B + E = $_________________Total $_________________

Paymento Visa o Mastercard o Discover o American Express o Check (enclosed)l Make checks payable to PRISM International, in U.S. funds l A charge of $50 will apply to checks returned for insuffi cient funds. l If rebilling of a credit card charge is necessary, a $75 processing fee will be charged.l 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) SignatureCancellation Policy: All cancellations must be made in writing. A $50 processing fee will be charged for all cancellations postmarked before April 29, 2013. No refunds will be made under any circumstances on cancellations postmarked after April 29, 2013. PRISM International reserves the right to substitute faculty or to cancel or reschedule sessions because of low enrollment or other unforeseen circumstances. If PRISM International must cancel the entire meeting, 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 meeting.

4 easy waysto register

Mail Phone* +1.847.375.6344 Online*PRISM International +1.800.336.9793 www.prismintl.org/conferencePO Box 839, Glenview, IL 60025-0839 Fax* +1.847.375.6343 *credit card payment onlyNote. For mailed registrations, allow at least 20 days for delivery to PRISM. *credit card payment only

Concurrent Session Selections, May 13–16 DAs part of your conference registration, please enter the 3-digit code for each concurrent session you plan to attend. For session codes, see pages 4–7.Tuesday, May 14 10:30–11:45 am 1–2:15 pm

2:15–3:30 pm 4–5pm

Wednesday, May 15 10:45–11:45 am 3:30–4:30 pm

1:15–2:30 pm

Thursday, May 16 9–10:15 am 10:30–11:45 am

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FOR OFFICE USE ONLYCust# ____________ Date ______________

Mtg Ord #1- ___________________________

FIRST CLASSU.S. POSTAGE

PAIDGLENVIEW, IL

PERMIT NO. 62

PO Box 31756, Chicago, IL 60631

Connect, Learn, and SucceedMay 13–16, 2013 | Hyatt Regency Coconut Point | Bonita Springs, FL

Companies that Have Exhibited at Past PRISM International ConferencesADS ConsultingAg MedicalAll Source ContainersAllegheny Paper ShreddersAndrews Software, Inc.Artisan InfrastructureAsigraAXO Shredders Corp.AXO Shredders Ltd.Babaco Alarm SystemsBelforBick GroupBig Dog Shred BinsBlegalblossBMI ImagingBMS CatastropheBrightstoneCK DesignsCommodity Resource &

EnvironmentalConf PlasticsCresswood Shredding MachineryCritical SystemsDACSDataRealm

Delta ShelvingDexionDHS WorldwideDigitechDigitekDocuData SoftwareDocuLexDocument ReprocessorsDouglas Manufacturing Corp.DupontElite Storage SolutionsEMR in the CloudFellowesFileManFire Protection (Global Fire

Consulting)FireLock Fireproof VaultsHSMi365IG2ImationIntelligent TechnologiesInterlake MecaluxInvicta Storage SystemsJake, Connor & Crew

JVC Advanced MediaKent RecordsKilch/RegalKirkpatrick PriceLane-Link GroupMDVMedia-Track SoftwareMeltogModular Protection CorporationNetgain SEONetsolusO’Neil Software, Inc.On-Site TMOsborn AssociatesPackaging Corporation of

AmericaPerm-A-Store, Inc.PlastopanPolygonRapid RefileREB Storage Systems InternationalRoadnet TechnologiesRuss BassettScanning AmericaScanning School

SDB MagazineSEVO SystemsShelving + Rack SystemsShred SupplyShredfastShred-TechSnapShelfSpinney & Huber ConsultingSSI-SchaeferSSS NewsSummit Metal ProductsSunGardTeilhaber ManufacturingThe Harloff CompanyThe Paige CompanyTheBoxCompany.comTransGuard InsuranceTri-Boro ShelvingTronitechUltraShredVecoplanXpresspaXXtralis