Event Description

When:  Oct 30, 2019 from 12:00 PM to 1:30 PM (PT)

Where: Klinedinst, 501 West Broadway, Suite 600 San Diego, CA 92101

REGISTER HERE

We share and store our most sensitive personally identifiable information (PII) on countless computers, networks, and devices. Within an organization, PII can be found scattered in emails, databases, shared drives and more. The new California Consumer Privacy Act (CCPA) is making a strong privacy program an essential part of an organization’s records and information governance program. Join our presentation as we discuss:

  • How are you leveraging the focus on privacy and complying with this new law?
  • Is Record and Information Governance at the table for the conversation?
  • Will you and your organization be ready when the Act goes into effect on January 1?

Speakers

Faron Lyons – Enterprise Account Manager, Blackberry

Rafael Moscatel – Managing Director, Compliance and Privacy Partners

Media Contact: Ally Bertik ally@marketingmaven.com (310) 405-0358  

Williams Data Management to Host Data Protection Lunch at Century City Chamber of Commerce

Leader in Data Protection Partners with Cyber Hygienist and Technology Expert to Discuss How Fiduciaries Can Prepare and Protect Their Businesses for Data Breaches

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LOS ANGELES.  – (September 18, 2019)  Williams Data Management, southern California’s leader in data protection, has partnered with Rafael Moscatel, managing director of Compliance and Privacy Partners, and George Baldonado, president and CEO of Oasis Technology, Inc. to host a “Data Protection, A Primer For Your Fiduciary: It’s Your Business, Protect It!” lunch​ in conjunction with the Century City Chamber of Commerce. The panel will take place from 11:30 a.m. to 1 p.m. on October 3, 2019 at Greenberg Glusker, 1900 Avenue of the Stars, Suite 1400 in Century City, California.

Data Protection Pro, Douglas C. Williams, president and CEO of Williams Data Management will discuss how small businesses can take advantage of a data breach reporting service powered by CSR Privacy Solutions, Inc. to enable companies to protect Personally Identifiable Information (PII). Other topics will include the California Consumer Privacy Act (CCPA), cyber security protection and data governance.

“We are thrilled to lead the conversation for fiduciaries on how to better protect their businesses,” said Williams. “Our goal is to keep your information safe, secure and available regardless of what it is or where it is stored. We hope to provide a clear solution for companies in all industries moving forward, especially with our new data protection suite that provides a pathway for self-assessment and structural gap analysis for internal management.”

Guests will have the opportunity to network with business professionals, engage in this informative panel with expert sources and enjoy lunch provided by Williams Data Management.

To learn more or register for the data protection lunch, please visit https://business.centurycitycc.com/events/details/data-protection-a-primer-for-your-fiduciary-it-s-your-business-protect-it-1704.  

About Williams Data Management

Williams Data Management is southern California’s leading source for data protection management. The company educates, consults, has the source materials, and provides the structure for self-assessment and corporate plan structure for information breach notifications in the United States. Over the last decade, the firm has become an expert solution provider, offering professional records management, data protection, imaging and digitization, cloud storage and certified data destruction services to all sectors and sizes of businesses.

Williams holds numerous certifications for data compliance and destruction including SSAE16, NAID “AAA” Certification, and is a member of PRISM. For more information, visit www.williamsdatamanagement.com or call 888-478-FILE.

About Century City Chamber of Commerce

The Century City Chamber of Commerce is one of Los Angeles’ most active, involved and relationship-driven chambers. The chamber places a special emphasis on its members working together to build effective relationships and relevant programs that help individuals and companies expand their marketplace reach. Under the clear and powerful guidance of many energetic committees and councils, the Century City Chamber has grown to encompass representatives from virtually every industry, helping to make Century City one of Los Angeles’ most prestigious business communities. From the largest corporations to mid-sized businesses and emerging entrepreneurs, its diverse members thrive with one another and with key decision makers.

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From its inception the internet has always been about search…. searching for that answer, that perfect example, that one you love? But search has also changed the way we think about information, about primary sources and really about each other in wildly different ways that aren’t always, well….helpful.

In the wrong data steward’s hands the integrity of our records and information, both in the style and context in which it is delivered, can be easily and unfairly distorted. This has worsened over time and is horrifying when you consider the extent of “deep fakes,” “fake news” and other purposeful misleading propaganda being spread. A trend towards misinformation and bias is clearly what has happened over time with Google’s search results and it’s having disastrous unintended consequences on the pursuit and preservation of knowledge, wisdom and the humanities around the entire world.

With exciting new A.I. tools like Alexa and Siri becoming commonplace, search has entered a second renaissance and results have even more power to shape hearts and minds. Yet nobody, no one monopoly, should be in the business of brokering access to facts or opinions.

We need new tools that deliver intelligent results that protect the privacy of its users and promote resources which enrich our lives, communities and world around us without exploiting our vulnerabilities.

With proper regulation of monopolies like Google there’s going to be a better way to find what you “need” without being subtly persuaded how to believe and incessantly pestered about what you should “want” along the way. In other words, a return to search that offers a wealth of information minus manipulation.

True search results should provide access to knowledge you can rely on for personal, professional and academic growth. A search engine should steer you away from groupthink and encourage critical thinking, not bully you into becoming a “follower.” We need independent thinkers to reclaim their independence as information consumers, as teachers and students, as citizens, as moms, dads, brothers, sisters and yes, even as politicians. After all, the internet has the power to be the great equalizer in spreading knowledge. But that knowledge can only bring light to our present darkness if it can shine through the praetorian ideologues that have begun to guard its boundless prism.

Google was perfect for its time and helped both connect and open the world to itself. Yet now, as our collective tastes become more refined, we realize our search time is equally as valuable as increasingly for-profit algorithms. Rather than wasting another moment sifting through information curated through a corporate or political filter, knowledge seekers should demand to be able to create their own!

We deserve new tools that deliver intelligent results that protect the privacy of its users and promote resources which enrich our lives, communities and world around us without exploiting our vulnerabilities.

My Hope for ARMA International

For almost 65 years, ARMA International has provided an exceptional level of educational value, professional resources and guidance to members of the information management field and business community. Those efforts have aided organizations in recognizing the importance of RIM/IG practitioners’ unique skillsets and helped incorporate them into their IT and governance programs. Indeed, both public and private entities benefit enormously from the mission of this organization, which much like its subject matter, has swiftly transformed to meet evolving civic and corporate demands. This rich history and dedication to its members, the business community and the public is exactly what I’d like to see continue in the coming decade. But my hope would also be for all of our membership, from fellows on down, to more enthusiastically apply the insight, lessons and strategies they’ve acquired over their careers to help ARMA in both achieving its long-term strategic plans and in exceeding its annual goals.

ARMA can lead the way by developing and fostering cutting edge information strategies that sit on the peaks of this new horizon and by driving the conversations that illuminate the valleys in between.

For the last twenty years I’ve held prominent leadership roles at both Fortune 500 companies and revered legal firms including Farmers Insurance, Paramount Pictures, Relativity Media and Kilpatrick Townsend. My work history has taken me from the trenches of service bureaus to the hot seat of penthouse boardrooms. Along the path I’ve attained a set of credentials beginning with a CRM from the Institute of Certified Records Managers in 2013, followed by an IGP from ARMA International in 2014. In June of 2016 ARMA International selected me for its Member Profile and in 2017 my team’s efforts at Farmers Insurance earned us ARMA’s coveted Excellence for an Organization Award. Because of all this I am eternally grateful for the opportunities which ARMA has provided along my career path. I’ve also been affiliated with the local ARMA-GLA chapter for the better part of the last decade and had the chance to see how powerful and influential a local chapter can be in bringing education and awareness to members of the organization as a whole. Those chapters need our resilient support and their leaders deserve most of the credit for keeping ARMA together all these years. They are the pillars of this intellectual edifice.

The next few years will see organizations in all industries balancing a world ripe with business opportunities with an evolving universe of risk and regulations. Technology, processes, people and the associations they subscribe to are being forced to adapt to this dynamic new digital landscape in both their personal and professional lives. ARMA can lead the way by developing and fostering cutting edge information strategies that sit on the peaks of this new horizon and by driving the conversations that illuminate the valleys in between.ARMA International

As we dive into the second decade of the 21st century, I want ARMA to emerge as a defining voice in the global digital disruption and transformation discussion. By the same token, the professional development and success of ARMA’s members is central to that voice being heard loud and clear. The imminent need for effective information governance throughout the software and document lifecycle will likely broaden ARMA’s appeal to groups, professionals and verticals once unfamiliar with its offerings. In continuing to partner with and perhaps exploring mergers or acquisitions of like-minded organizations and businesses, ARMA can enhance its niche, enrich the knowledge offering and bolster its network.

With the right choices, ARMA is poised to stand as a premier educational and professional service offering for this brave new world, in part by having established itself as the knowledge and resource mecca for Information Governance standards, but equally as a promoter and champion of its members, helping them connect to tangible digital transformation solutions. This means enabling and encouraging our colleagues to rise to the challenges that will shape and define the newest careers in the Information Age.

ARMA should also find new ways to play an instrumental role in highlighting and refining best practices and approaches around not just Enterprise Content Management but Big Data, Blockchain, AI, Privacy, the Internet of Things and Quantum Computing. It must pursue unique engagements with new corporate sponsors who are at the forefront of much of the change and innovation we’re witnessing. I would hope ARMA would want to have a valued and notable sponsorship level presence at the major technology conferences in the coming years including BoxWorks and BlackHat which are hungry for our narrative and talent. ARMA must strive to remain platform agnostic but must also accept the realities of dominant technologies and embrace their significance.

The association should work closely with the legal, regulatory and ethical bodies and communities that study the impact of digital transformations on businesses as well as the individual in society. This need is evidenced by the increase in privacy regulations and laws recently passed in the EU and in the United States. Building on these relationships will lend credibility to our certifications and designations. That credibility should in turn be used by ARMA leaders and members to participate in media commentary on newsworthy information management events and issues. ARMA should strive to have those perspectives sourced by popular media and journalists alike, thus bringing further recognition to the organization and marketing its relevance. ARMA should act to elevate its experienced speakers as well as new disruptive voices. Our expertise is newsworthy and needs to be heard!

The next few years really are a once-in-a-lifetime opportunity to seize on this demand for Information Governance solutions and tap the potential of the professional community that supports it. My hope is that community will be the people that love and celebrate ARMA.


Rafael Moscatel, CRM, IGP, is the Managing Director of Compliance and Privacy Partners, LLC. Reach him at 323-413-7432, follow him on Twitter at @rafael_moscatel or visit http://www.capp-llc.com

Content. Communication. Strategy.

I’ve attended and spoken at many different “information management” conferences over the years and each has their strengths and weaknesses. But I’m especially excited to speak at DSF ’19 this year, sponsored by companies like OpenText, Quadient, Adobe, PitneyBowes and Doculabs. Why am I so thrilled? Besides the fact that I get to share my thoughts and experiences for the first time representing Compliance & Privacy Partners, this conference is practitioner driven, with a stellar board of advisors that has spent time with its presenters, making sure the content fits the program tracks AND elevates the conversation.

At the very heart of all the buzz surrounding “big data and artificial intelligence (AI) lives a universal truth- Information is the critical asset of every organization. Information flows through people and applications at such a rapid pace that it demands effective management. Enterprises are flying blind if they don’t have an information management strategy. It is impossible to understand customer needs and improve their experiences without the right information feeding decision making systems. Without proper management of info, employee engagement is doomed. The bottom line is that effective information management will dictate critical decisions for both internal and external facing processes that bring the intersection of employees and customers into context. –David Mario Smith in the latest Document Strategy Magazine

I’ll be presenting a best practices deck on Executing the Information Governance Strategy for the Post-Cloud World in the Automation of Information track, covering Records Compliance, Legal Hold Software and Enterprise Architecture Tools.

Agenda:

  • How to build and automate your Information Governance strategy using the right policies, technology, and stakeholders
  • How to recognize the right collaboration opportunities and strategically partner on the projects most likely to support and advance your agenda
  • What approaches to take when introducing your plans to senior leadership and how to effectively manage the optics around your contributions to your company’s bottom line

Tickets may be available if you act now but the event is quickly selling out. You can learn more here.

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40th Annual Data Protection Conference

Reflections on the 40th Annual International Conference of Data Protection and Privacy Commissioners

Guest Post by Abby Moscatel

It’s been about a week since Rafael and I returned from Europe, where we attended the 40th International Conference of Data Protection and Privacy Commissioners at the European Parliment’s Hemicycle in Brussels, Belgium.

The thought leaders posed the single most important question facing us today: What kind of world do we want to live in? You see, we are at the tipping point where the internet will know more about us than we know about each other, or even ourselves. And yet there is no recognized universal ethical and moral code for how we deal with all of the data that is being collected about us. How do we handle it? Right now, Data Kings hold the cards. Companies provide free services to gather our information.

Apple CEO Tim Cook was correct when he said that we are now in a time where our data is being weaponized. We see it in our news feeds. No matter what you believe, you get socials and content that affirms your position, and makes the opposite position something you must resist.

Tim Cook at the 40th Annual Conference of Data Protection Comissioners

Hong Kong artificial intelligence researcher Pascale Fung was also right when she said that unless we get all of the world leaders together, it won’t matter.

Now, we have the GDPR. And, here in the US, we are starting to get patchwork legislation, like the California Consumer Privacy Act, heavily resisted by Big Tech in favor of a federal privacy law.

I want to live in a world where I own my data, control access to my data, and where I can delete my information. If a company or individual breaks a law, then I want a private right of action. Most importantly, I want to live in a world where we have a universal agreement on digital ethics.

What kind of world do you want to live in?

Debating Ethics: Dignity and Respect in Data Driven Life, the 40th Annual Conference of Data Protection and Privacy Commissioners

Two Americans walk into a EU Privacy Conference…

Just a few weeks ago, a colleague reached out and reminded me “the Olympics of Privacy” were being held at the EU Parliament in Brussels in late October, and also if I’d like to attend. Well, how the heck am I supposed to turn down an invitation like that? After all, this is the year of GDPR, the NYDFS, the new California Privacy legislation and the ICDPPC has leaders like Mark ZuckerbergSundar Pichai, Tim-Berners Lee, Jagdish Singh Khehar and even the King of Spain all lining up to share their thoughts.

We want to stimulate an honest and informed discussion about what digital technology has done and is doing to do to us as individuals and as societies, and to consider future scenarios. We want to better understand the impact of technology on people of all generations, in all parts of the world, including the way people think, interact with others, develop their opinions, create art and write, how they buy and sell and how they participate in civic life.  – Privacy Conference Statement

Mark and Sundar are likely showing up because they realize the stiff penalties now associated with data security and privacy violations and the rest of the speakers realize that we are on the cusp of a digital and ethical revolution of sorts, one which will affect generations to come. In fact, Debating Ethics: Dignity and Respect in Data Driven Life is probably the most important privacy conference of the 21st century. My wife Abby Moscatel, an attorney and ethicist heard about this lineup and quickly said, yeah… I’m coming with you to this one!

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Manual Arts High School

Eleanor Moscatel and a classmate practicing archery, circa 1950s

Eleanor Moscatel and a Manual Arts High classmate practicing archery, circa 1950s

Congratulations 2018 Scholarship Recipient Nicky Lopez!

This annual academic scholarship was established in honor of Eleanor Moscatel, a graduate of the Manual Arts High School Class of 1949. Her multifaceted and successful career, from Actress to Entrepreneur and Real Estate Maven spans seven decades and includes important cultural and social service contributions to both the city and the people of Los Angeles. Her story is one of education, experience, patience and self-reliance. Essays were judged based on sincerity and clarity of thought and seeks to reward students who not only believe in self-reliance, but also can articulate in 500 to 1000 words, an experience in their lives where one door of opportunity may have closed but where another one opened because of their perseverance and commitment to a goal. Congratulations again Nicky and good luck on your academic and life journey!

The EU has taken the first step in protecting the data and privacy of its residents. Through the enactment of the General Data Protection Regulation (GDPR), people are now able to have the protection they are looking for online. This means changes for businesses everywhere that are planning to reach consumers in the EU.

Companies need to look at the way that they are handling the personal data of their customers and have an action plan in place to ensure their privacy is protected. Without a strong understanding of what the GDPR means and how it affects your business, you could find yourself in a situation with the EU that you didn’t count on.

Fifteen members of Forbes Technology Council discuss some of the more unexpected consequences of the new GDPR regulation. Here’s what they had to say:

1. Restriction Of Privacy And Innovation

GDPR is the latest version of Y2K compliance — long on speculation and fear, short on reality. In my opinion, regional enforcement of global technology is an impossibility and will restrict — not enhance — privacy, freedom and innovation. The result will be regions of non-compliance (GDPR havens), enormous expense and uncertainty. – Wayne LonsteinVFT Solutions

2. Roadblocks For Blockchain Data Storage

GDPR could impact the decisions and data sets being stored and collected in emerging private and public blockchains. This may create roadblocks for companies looking to embrace blockchain to store any data that may fall under GDPR. – Aaron VickCicayda

3. Opt-In Fatigue

One of the most unexpected consequences of GDPR is the wave of new regulations in jurisdictions outside of Europe, including California, New York and perhaps soon in Asia. Another unintended impact is “check the box” fatigue where opt-in consent language is presented so frequently on websites and apps that consumers don’t read the consents and just check the box, waiving their privacy rights. – Silvio Tavares, CardLinx Association

4. Poor Customer Service

One GDPR byproduct distortion or unintended consequence is excessive regulation leading to poor customer service. The pendulum has swung too far and will be moderated by citizen feedback. – Jeff BellLegalShield

5. Small Businesses Getting Hurt

The companies that are best prepared for GDPR are the big ones: Facebook, Google, Amazon — those that have the money to pour into their tech and legal teams for ultimate compliance. The small and medium-sized businesses, however, may be less prepared, making them more vulnerable to potential fines and penalties. – Thomas GriffinOptinMonster

6. The Slow Death Of Free Services

If a service is free, then your data is the product. We all love using Facebook, YouTube and the many other social media platforms. However, we fail to realize how these businesses operate. If regulations strangle business, then the alternative is a paid model. Just look at YouTube and how it’s strugglingwith its paid subscriptions. – Daniel Hindi, BuildFire

7. Talk About Similar Regulation In The U.S.

The most unintended consequence has been the multitudes of discussions about a similar impending regulation in the U.S. In fact, reading between the lines of Facebook’s testimony to Congress, it is clear to me that tech leaders realize more care ought to be given to sensitive data, and users should have more rights. They are preparing for coming regulation stateside. – Michael RoytmanKenna Security

Read more on Forbes:

https://www.forbes.com/sites/forbestechcouncil/2018/08/15/15-unexpected-consequences-of-gdpr/#2ce5537f94ad 

 

Had a terrific time presenting my Case Study on Information Governance at Farmers Insurance in Chicago this year. If you missed me, please check out the deck below!

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My Mother is 86 and doesn’t have a LinkedIn profile. But if she ever did, her headline would read something like… “Former ingenue, entrepreneur, dreamer, and the rest is none of your damn business, honey.” But to those who’ve had the privilege to know her over the decades her mantra has always been, quite simply, to treat everybody with dignity!

Here are 3 timeless business lessons she’s taught me to go along with that mantra.

3. The worst “they” can say is “no.” – Opportunities were not exactly flowing in depression-era Los Angeles, but that didn’t stop one young lady from putting herself out there. She helped my father through chiropractic school by working long hours as a Hollywood extra throughout the 50’s and 60’s. Though never quite achieving stardom she knocked on enough doors to get a lot of work, save some seed money and establish relationships that would eventually transform her life. Mom leveraged her new, tough shell to find opportunities, sell her strengths and laugh off rejection.  “It’s no big deal,” she constantly told me as a kid. At the end of the day you should never be afraid to ask for what you want because the absolute worst “they” can say is no. And you still get to keep your dignity.

2. Get everything in writing. – Unurprisingly, Mom had to learn this lesson like most of us… the hard way. This was the mid-century after all and commonplace to make agreements on a handshake. But it only took a few rotten deals for her to realize that keeping good records was key to helping a business stay on track and prospering. Putting it in writing lets the other person know that you need to be, and you will be, treated with dignity.

1. Don’t burn your bridges. – The keyword in the old adage that you can’t make a lot of money without making a few enemies is few. Just as one door opens and another closes, Mom never wanted to find herself in a new room with an old enemy. By treating everybody with dignity she managed to avoid burning many bridges. And for every bridge she burned, she’s probably built a thousand more. When a job or a deal doesn’t go your way, take the high road and don’t make it personal. You never know what the future brings or who might be bringing it.

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Mom’s success, not just in business, but among the people she calls colleagues, friends and family is based on dignity. And while there were many times in her life where she was unfairly treated, put at a disadvantage and rejected, she never forgot that. I guess that’s why I never had much of a problem following the 5th Commandment. Anybody remember that one?

Forget your elder’s sage advice on maintaining a good work-life balance. There’s a new patently absurd approach (promoted here by the time-strapped PhD’s at Berkeley Haas), and it’s spreading like wildfire throughout the business world. They call it… “Work-Life Integration!”

Digital Bondage

The term “Work-Life Integration” is so misleading because at this point we’re all enduring an increasing degree of overlap between our personal and professional lives. It may be sold to us as “convenience” but much of it is not exactly “optional.” This obsessive and all-in-one approach to time-management ends up usurping the little personal, spontaneous and family time we still have left.

It reminds me a little of Chris Rock’s famous bit on “Job v. Career.”

But not everybody is as fortunate as Chris and there’s a bigger impact to his lifestyle than he’s letting on in the above clip. And so “Work-Life Integration” also makes me think about Cecil DeMille’s classic The Ten Commandments and the famous scene where a worker is about to be trampled by a giant stone moved by “her colleagues.” Moses’ character, played by Charlton Heston, comes down from his managerial pedestal to save the poor soul, who later turns out is his own Mother! It’s a metaphor for how easily, often and unfairly, we as society, put work before family, friends and for believers, even God. And when it negatively impacts others it is arguably immoral.

I was most recently educated on this 24/7 mindset by an executive who boasted, “Say I’m on flight to Hawaii with my family for the weekend, and I’ve got to approve a purchase order for half-a-million. I can do it right here from my iPhone!” Well, that’s nice, but it highlights the disconnect between those who literally have the world at their fingertips and those who get interrupted with email from their boss on the weekends. The same technology fix that feeds the workaholic is now invading the space of almost everyone, not just the guy or gal with a “career.” It’s affecting their partner, their children, their social circle, people on the road. And in many cases it is invasive, counter-productive and unhealthy for the family and the self. Do we really want to live in digital bondage?

In many ways, this digital bondage is reminiscent of the days when men and women of all ages built the Pyramids until they dropped dead. Sure, the Pyramids still stand as a testament to architecture and ingenuity, but to many they will also always represent a chapter in history when there was seldom a break from work. Luckily today we have a choice.

We must stand firmly behind the importance of rest and personal space. Sure, working remotely through technology has given us flexibility. There’s no denying that. But half-baked ideas like “Work-Life Integration” have adversely impacted the very relationships and working-conditions they were meant to improve.

Some in the Jewish faith believe that one of the Ten Commandments, to observe a day of rest on the Sabbath, is a cornerstone of not just spiritual growth, but what ultimately may lead to success in other areas of one’s life. Most cultures share this important value but as it erodes across the globe and the lines between work and rest are blurred, we all suffer.

Stay off the devices this weekend as much as you can. Find true balance by freeing yourself from digital bondage.

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