RETURN TO NEW YORK ARCHIVES WEEK
2014 ARCHIVES WEEK SYMPOSIUM: FINANCIAL INSTITUTIONS & ARCHIVES

Co-sponsored by the Archivists Round Table of New York, Inc. & the Center for Jewish History. 
Tuesday, October 7, 2014

SESSION 1
MOVING FORWARD WHILE LOOKING BACK: 
TWO FINANCIAL INSTITUTIONS' USE OF THE PAST TO DEFINE THE FUTURE
VIEW WELCOME ADDRESS AND SESSION 1

1. Using the Past to Define Citi's Future: An Exploration of One Financial Institution's Archives 
Presented by Kerri Anne Burke, Lead Archivist (created in collaboration with Elizabeth Fox-Corbett, Processing Archivist and Shira Bistricer, Assistant Archivist), The Winthrop Group, Inc.; consultants at Citi Center for Culture. 

Kerri Anne Burke was named a Lead Archivist at The Winthrop Group. For the past four years Kerri Anne has worked at the Citi Center for Culture, Heritage Collection, formerly known as Citigroup Archives. She is the Head of Heritage Services. Kerri Anne also oversees the Winthrop project at The Vanguard Group. She is a graduate of Long Island University’s Palmer School of Library and Information Science with a MLIS and an Advanced Certificate in Archives and Record Management. Her previous archival experience has included projects at The New-York Historical Society, NYU’s Robert F. Wagner Labor Archives and the Lower East Side Tenement Museum.

2. "The Last Bank Standing: A Williamsburgh Tale" and "The Dime Savings Bank of Williamsburgh: 150 Years of Connecting with Brooklyn's Rediscovered Neighborhood"
Presented by Ken Mahon, COO, The Dime Savings Bank of Williamsburgh and Roger van den Bergh, Partner, Onoma Identity and Media Design

Ken Mahon is the Chief Operating Officer and a Board Member at Dime Community Bancshares Williamsburgh, Brooklyn. He was previously the Chief Financial Officer. Dime is celebrating its 150th birthday this year. 

SESSION 2
FINANCIAL RECORDS TELL THE STORY: TWO CULTURAL ARCHIVES & THEIR HISTORY
VIEW PRESENTATION

1. American Jewish Historical Society Financial Records: What they can tell us about American Jewish history
Presented by Susan L. Malbin, Director of Library and Archives; Tanya Elder, Senior Archivist; and UJA-Federation of NY Archivists Susan Woodland, Eric Fritzler and Heather Halliday, American Jewish Historical Society 

Susan L. Malbin is Director of Library & Archives, American Jewish Historical Society, since late 2008.  Prior to that she was a Senior Program Officer at the Institute of Museum and Library Services, handling Archival and Library applications for the National Leadership Program; and before that she was Chief of the Washington Division of the District of Columbia Public Library which holds over 1 million photographs of former Washington Star collection.  In addition, Dr. Malbin currently teaches Archival Appraisal, Acquisition and Use for the Pratt Institute SILS graduate school.  She is on the Steering Committee of SAA's Archives Management RT, a member of A&A and Manuscript Sections, and the Archival Educators and MDOR Round Tables.  In addition she is member of the Reference and User services of ALA and on the Local History, and History Materials Committees.

Tanya Elder graduated as a librarian and archivist, and has worked at the Philadelphia and Queens Public Libraries, the Riverside Church, the Brooklyn Historical Society, Montefiore Medical Center, and as a researcher for "Who Wants to Be a Millionaire." She is currently a Senior Archivist at the American Jewish Historical Society in New York City. 

Susan Woodland has been the Senior Archivist for the UJA-Federation of New York Collection at the American Jewish Historical Society since July 2011, a four-year-grant-funded project.  The project employs four archivists, and originally totaled 3200 banker boxes.  The collection will document the work over 80 years of the organizations that have merged into today's United Jewish Appeal-Federation of Jewish Philanthropies of New York.  From 1996 until May 2011 Susan was the Director of the Hadassah Archives, on deposit with the American Jewish Historical Society located at the Center for Jewish History in New York City, another large collection.  A member of the Archivists Round Table of Metropolitan New York, Inc. (A.R.T.) since 1996, Susan served as Vice President for Programming, and currently sits on the Steering Committee of MARAC as the New York State Caucus representative, and is a member of the Academy of Certified Archivists.  Susan holds BFA and MLIS degrees from Pratt Institute.

Eric Fritzler is an archivist at the American Jewish Historical Society since 2009 and the metadata librarian for the Center for Jewish History since 2010.  As an archivist at AJHS, Eric has processed and described two large organizational collections as well as assisting in the creation of the finding aids for the American Jewish Congress Collection in 2011 and the United Jewish Appeal-Federation of New York Collection, available to researchers in 2015.  Eric is a co-author of the blog, This Can Go Back to the Archives: A blog about Processing the UJA-Federation Collection at the American Jewish Historical Society.  Before moving to New York, Eric was a processing archivist at the Walter P. Reuther Library of Labor and Urban Affairs.  He earned his M.L.I.S. in 2008 with graduate certificates in Archival Administration (2008) and Information Management (2010) from Wayne State University.  Eric has presented at a Society of American Archivists meeting, written reviews for Midwest Archives Conference's Archival Issues and a short article on linking Flickr images to finding aids for Mid-Atlantic Archivist, and will be joining the Publications Committee of the Mid-Atlantic Regional Archives Conference (MARAC) beginning Fall 2014.  

Heather Halliday currently works as a Processing Archivist with the UJA-Federation collection team at the American Jewish Historical Society, where she formerly served as Photo and Reference Archivist.  She has subject expertise in photography and visual materials.  Heather has previously worked with archival materials at the Museum of the City of New York, Brooklyn Artists' Alliance, and the Hebrew Immigrant Aid Society.  She holds a Master of Library and Information Science degree from Pratt Institute, a Bachelor of Fine Arts degree in Photography from the Cleveland Institute of Art, and is a member of the Academy of Certified Archivists.

2. Early Business Records at the New York Historical Society
Presented by Ted O'Reilly, Head of Manuscripts Department and Susan Kriete, Archivist, New York Historical Society
 

Ted O'Reilly holds an MA in Irish Studies from the National University of Ireland, Galway and an MLS from the Palmer School, Long Island University. He is Head of the Manuscript Department in the Patricia D. Klingenstein Library at the New-York Historical Society where he has worked for the past ten years and is a regular contributor to the library's blog, From the Stacks.

Susan Kriete has been the Archivist for manuscript and visual materials collections at the New-York Historical Society since 2012. Prior to that she was the Reference Librarian for the library's Department of Prints, Photographs and Architectural Collections. She received her MLS from the Palmer School, LIU, and also holds a JD from the University of Michigan.
SESSION 3
HOW THE CULTURE & HISTORY OF FINANCIAL INSTITUTES INFORM OUR FUTURE 

1. Cultivating an Ethic Stewardship in Financial Institutions 
Presented by John T. Seaman, Jr., Director, The Winthrop Group, Inc. 

2. Money on Display: Interpreting Financial Documents for a Public Audience 
Presented by Beckly Laughner, Director of Exhibits and Archives, Museum of American Finance 

Becky Laughner is Director of Exhibits and Archives at the Museum of American Finance, a Smithsonian Affiliate institution located in Lower Manhattan. Laughner earned her BA in Anthropology from Kenyon College and her MA in Museum Anthropology from Columbia University. Prior to joining the Museum in 2009, Laughner studied archaeology and material culture.

SESSION 4
ADDRESSING INSTITUTIONAL CHALLENGES IN A COMPLEX FINANCIAL SYSTEM

1. Always Be Closing: The Impact of Business Culture on Preserving Institutional Culture 
Presented by Joshua Ranger, Senior Consultant, AVPreserve 

Joshua Ranger has been a consultant with AVPreserve since 2007 where he heads the assessment and inventory projects for audiovisual collections, with a particular focus on processing AV collections, preservation workflows, and project planning. Joshua is a graduate of the NYU Moving Image Archiving & Preservation program, after which he was a Mellon Research Fellow on a project investigating magnetic media. He also holds an MA in American Studies from the University of Virginia.

2. Legal Entity Identifier “LEI”: How LEIs Will Change the Way Financial Services Companies Run and Win on Data 
Presented by Sammy Chowdhury, PMP, CISA, Partner, enableIT LLC

Sammy Chowdhury is a serial entrepreneur, helping clients lead and compete on analytics and knowledge.  Sammy has over 10 years of experience in delivering complex projects in Risk, Regulations, Data and Security space.  He has worked for large consulting firms and managed professional services engagements at large investment banks.  Currently, Sammy leads a niche consultancy called enableIT and serves tier-1 financial services clients in NY and CA.   He is a certified project management professional (PMP) and certified information systems auditor (CISA).  Sammy will graduate this December from Columbia University in Information and Knowledge Strategy.  He holds a Bachelor of Science in Information Systems from the University of Texas.

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