SESSION 4A: "Budgeting 101: Plugging the Financial Leaks in Your Records Management Toolbelt"


4A OVERVIEW: This session discussed preparing budgets for programs and projects with a panel of professionals. In this session, attendees heard about key considerations for budget planning, as well as how to highlight key items to executives or finance directors. This session provided valuable insights and tools for practitioners creating a successful budget for their program or project to consider.

4A GARA COMPETENCY AREA: "Records and Information Management Basics"

4A SPEAKERS: Terry Badger, Deputy State Archivist, Washington State Archives, Susan Cole, Assistant Finance Director, City of Beaverton, OR, Jasen Hutchinson, Director, Information Governance, JEA, and Becky Pezzoni, CRM, Enterprise Records Manager, Wake County Government


Terry Badger has been the Deputy State Archivist for Washington State Archives since 2008 and has been with the agency for 27 years. He has lived up and down the I-5 corridor most of his life. He earned an undergraduate degree in History at Portland State University and received an MA in History with an emphasis on archives and records management from Western Washington University. He was introduced to the profession at the City of Portland Archives and Records Center. Throughout his career he has touched on most functions in archives and records management work and found particular satisfaction solving organizational issues, specifically when dollars, cents and spreadsheets were involved. In his spare time, he enjoys reading, woodworking, gaming and spending time with family and friends.


Susan Cole currently serves as the Assistant Finance Director for the City of Beaverton, Oregon, overseeing financial operations, including the functions of budget development, financial forecasting, utility billing, accounting, payroll and cash management.  She performs financial planning for the City’s various funds, and partners with the city’s departments to ensure a balanced budget and comprehensive Capital Improvement Program.  Financial planning for the city’s urban renewal district is also one of her responsibilities. Prior to joining Beaverton, Susan held the position of Finance Director with the City of Wilsonville, Oregon and prior to that spent nine years with the City of Forest Grove, Oregon. Before moving to Oregon in 2004 from Seattle, she worked for both the City of Seattle and King County governments.  She holds two degrees in Economics – a Bachelor’s from Whitman College in Walla Walla, Washington and a Master’s from Portland State University, in Portland, Oregon. 


Jasen Hutchinson is currently the Director of Information Governance at JEA, the eighth largest municipal utility in the United States. Jasen is a member of several information management associations and is a member of the Florida Bar. Jasen has volunteered for Jacksonville Legal Aid, Murray Hill Preservation Association, Communities in Schools and IAPP and ARMA Jacksonville chapters. A native of Maine, Jasen graduated from St. Joseph’s College in Standish, Maine with a BA in communications. In his spare time Jasen loves to hike and camp and spend time in his home state of Maine.


Becky Pezzoni began her records management career in the pharmaceutical industry with GlaxoSmithKline, where she was responsible for the US-based archives and records management teams in Research Triangle Park, NC and Philadelphia, PA. In 2017, Becky became the first county Enterprise Records Manager in the state of North Carolina. She doubled the size of the program at the end of 2019 by adding one analyst position, and they have continued to build the program at Wake. Becky is a motivated, detailed professional with over twenty-five years of versatile experience in leadership, people management, records and information management, financial and process analysis, business case development, outsourcing, and project management. She is committed to driving change and to helping colleagues see their fit into the ‘big picture’, with demonstrated ability to exceed objectives in a fast-paced, changing environment.