Electronic Record Transfer to NARA

All event times are U.S. Eastern time
Dec 07 2023
1:00 pm - 3:00 pm
Virtual Workshop
On December 23, 2022, OMB released M-23-07, “Update to Transition to Electronic Records”. Item 1.2 states, “After June 30, 2024, all agencies must transfer permanent records to NARA in electronic formats and with appropriate metadata in accordance with NARA regulations and transfer guidance.” Previously, NARA Bulletin 2018-01 defined and updated the minimum set of meta elements that must accompany transfers of permanent records to the National Archives. This guidance applied to all permanent electronic records and updated NARA Bulletin 2014-04 titled “Format Guidance for the Transfer of Permanent Electronic Records”. The Bulletin contained two parts: general guidance on formats and a table of file formats acceptable for transferring permanent electronic records. This virtual workshop will cover current electronic transfer protocols, transfer best practices and provide updates as to what lies ahead.



Welcome and Opening Remarks


Mike Smoyer, President, Digital Government Institute


How to Transfer Permanent Electronic Records to NARA

Rebeccah Baker

Rebeccah Baker
Chief, Accessioning Branch Chief, Electronic Records Division, NARA

David Lake

David Lake
Program Manager, Electronic Records Archives, NARA


Sam McClure
Program Director, Electronic Records Program, NARA


Next-Gen Records Management: Intelligent Automation and Governance

Sean Phuphanich

Sean Phuphanich
Principal Partner Solutions Architect, AWS

Robert Wilds

Robert Wilds
Government Solution Engineer, Hyland


Meeting NARA Guidance for Websites, Social Media, and Collaboration Platforms

Peter Boulton

Peter Boulton
Enterprise Sales Director, Pagefreezer


Declassification 2.0: Modern Methods for Timely Record Release

James Jones

James Jones
Federal Sales Engineer, Feith Systems & Software


Closing Comments

  • CPE CREDITS: 2.0

In order to receive CPE credit, attendees must fulfill all of these requirements:

  • Attend the entire program
  • Respond to all poll questions
  • Complete and submit the post-event survey


Organizer Name

Registration for FISMA Training Closes Monday, September 11, 2023