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EDRM & IGRM: From E-Discovery to Information Governance


The Electronic Discovery Reference Model (EDRM) offers a framework for managing the e-discovery process. Electronic Discovery Reference Model’s information governance reference model (IGRM) offers a framework to help organizations develop and implement effective and actionable information governance programs. In this classroom, learn how to apply these two frameworks to reduce risk and cost and develop strong processes and procedures for addressing information governance in your organization. Upon completion of these lessons, participants will be able to:

  • More effectively navigate through the EDRM and IGRM frameworks
  • Reduce the risks and costs associated with poor e-discovery and information governance practices
  • Develop better processes and procedures for addressing e-discovery and information governance needs


George Socha Esq.

George Socha is the president and founder of Socha Consulting LLC, an electronic discovery consulting firm, as well as co-founder of Apersee ( and EDRM (, which launched the IGRM project in 2009 and which recently published a joint white paper with ARMA about GARP and IGRM. He has a J.D. from Cornell Law School and a B.A. from the University of Wisconsin-Madison.

David N. Yerich

David Yerich is the director of eDiscovery for UnitedHealth Group, a fortune 25 company headquartered in Minnesota. His responsibilities include designing, updating, and implementing the processes, protocols and tools utilized by the company related to electronic discovery for regulatory and legal matters. His work is at the intersection of information governance and electronic discovery. Yerich is a graduate of the University of Minnesota and Hamline University School of Law and is licensed to practice in the state of Minnesota.

Richard Paul Kessler

Richard Kessler is responsible for information governance at UBS, including records and information lifecycle management, legal, regulatory, and business driven archiving, and eDiscovery improvement efforts. He oversees defining and implementing information lifecycle and discovery operating models, leading process improvement efforts, and providing and communicating business requirements and standards. For almost 25 years, Kessler has worked in various financial services, IT, and legal roles and as a discovery consultant assisting law firms and corporations with litigation readiness and response strategies.

Reed E. Irvin

Reed Irvin, vice president with Viewpointe, has over 25 years of industry experience in records management and information governance. He founded On-Line Records Storage, one of the first commercial offsite storage companies to offer real-time remote access to information. He is an active member of the EDRM and currently co-chairs the IGRM (Information Governance Reference Model). Reed has been a member of ARMA International for more than 20 years.

08 Aug 2013
13 Aug 2013
Virtual Environment

This resource is no longer available.