Data Disposition Strategies from the Trenches

Ilona Koti, CRM, PMP, CDIA , is the principal consultant and founder of Crystalview Consulting Group, providing organizations with customized records and information management (RIM) programs, enterprise RIM project management, and electronic document management system (EDMS) implementation. She writes and lectures on integrating EDMS’ and vital records protection for small/mid-sized businesses and revitalizing non-profits through RIM strategy.

Richard is the Global GDPR Offering Manager at IBM. In this role in the last 6 years he's consulted with Fortune 10 global Financial Services, Insurance, Pharma and Telco organizations to assess information governance initiatives and their cost and risk, developing a business case with focusing recommendations on quick wins to further the clients objectives, by engaging with them on executing an Information Governance Program. Client benefits have covered defensible disposal, eDiscovery, records and retention management, legacy data cleanup and archiving.

John Isaza, Esq., FAI heads the Information Governance & Records Management practice at Rimon. Mr. Isaza is internationally recognized in the emerging legal fields of information governance, as well as records and information management (RIM). He is one of the country’s foremost experts on RIM issues, electronic discovery, and legal holds. He has developed information governance and records retention programs for some of the most highly regulated Fortune 100 companies, including related regulatory research opinions. His clients range from the Fortune 100 to startups.

Mr. Isaza is also an expert in social media law. He is the current chair of the ABA’s Social Media Law Subcommittee of the Business Law Section of the American Bar Association. In this capacity he is a contributing author and Editor in Chief of the upcoming book, A Handbook on Global Social Media Law for the Business Lawyer, to be published the ABA. Mr. Isaza is a frequent lecturer on the issue, and he advises clients on the difficult issues in navigating a social media presence.

Prior to joining Rimon, Mr. Isaza was cofounder and Partner of Howett Isaza Law Group, a boutique law firm specializing in corporate compliance matters, complex business, real estate, construction, employment and environmental litigation. Immediately prior to that, he served as in-house General Counsel to a publicly traded medical device manufacturer, now owned by Abbott Laboratories. Mr. Isaza rounds out his previous experience with over a decade as a trial lawyer specializing in business, environmental contamination, products liability and construction defects. During that time, he served as Arbitrator for the Los Angeles Superior Court. Mr. Isaza attended Boston College Law School, where he served as Editor of the International Law Review. In 1989, he served as Judicial Extern in the United States District Court of Massachusetts, Honorable David S. Nelson.

Mr. Isaza is a highly sought-after speaker in the ARMA, AIIM, ABA, American Bankers and IT compliance circuits. Mr. Isaza serves on various committees of the ABA, including the Cyberspace Law Committee and the E-Discovery and Digital Evidence Committee; he is a contributing author to the ABA’s Internet Law 2nd Edition, as well as ARMA’s GARP? Metrics & Audit Guide; he is past President of the Greater Los Angeles ARMA Chapter and of the Hispanic Bar Association of Orange County; he served on the Board of Directors of ARMA International, the Orange County Bar Association, and he currently serves on the Board of Orange County’s Public Law Center. Mr. Isaza co-authored a book entitled 7 Steps for Legal Holds of ESI & Other Documents released in July 2009 and was a contributing author in 2012 to the ABA's Internet Law for Business Lawyers, 2nd Edition. He is the 2008 recipient of ARMA’s prestigious Britt Literary Award, and his writings have been featured in The American Lawyer’s Law.com. In 2011, Mr. Isaza was named the 45th Fellow of ARMA International (the “FAI” designation after his name) - the highest honor bestowed by the professional association of records and information managers.