Montaña & Associates’ personnel are the best in the business. The core team has worked together for more than 15 years, which contributes to seamless client engagements and a very high client satisfaction rate. Please take some time to find out more about each team member and their particular expertise.

John Montaña J.D., FIIM, FAI

Mr. Montaña is one of the foremost attorneys in the global records and information management field.

Biography

Mr. Montaña has long been considered the go-to attorney on all domestic and global records and information management (RIM) issues. His reputation and standing within the RIM community is unsurpassed. He is a highly sought-after speaker and has spent many years on the lecture circuit as well as many hours producing books, articles, white papers and podcasts on a variety of important RIM topics. He was recently elected as a Company of Fellows ARMA International member, was a sitting panelist on the GARP (Generally Accepted Recordkeeping Principles) development committee and continues to be thoroughly involved in consulting projects with Montaña & Associates.

Specialties, Publications and Speaking

  • Litigation Readiness
  • Privacy
  • Record Retention Scheduling and Analysis
  • Discovery
  • Compliance
  • RIM Governance Policies and Procedures

Publications
Speaking

John Kain MA

Mr. Kain offers 17 years of information governance consulting and retention scheduling expertise.

Biography

Mr. Kain has been in the records management and information governance field since 1998 and began his tenure with Montaña & Associates at that time. He has worked closely with John Montaña in all aspects of retention scheduling, records management and international law research. He is a member of ARMA, AHIMA and AIIM and the author of numerous articles and other publications.

Specialties and Publications

    • Record Retention Schedules
    • Domestic and International Law Research
    • Project Management
    • Current State Assessments (Gap Analysis)

Publications

Galina Datskovsky PH.D., CRM, FAI

Dr. Datskovsky, a Certified Records Manager, is a world renowned expert in information governance and technologies.

Biography

Dr. Galina Datskovsky was recently Senior Vice President of Information Governance at Autonomy, an HP Company. She serves on the board and is a past President of ARMA International. Formerly she was Senior Vice President of Architecture at CA Technologies, responsible for corporate-wide architecture and design initiatives, General Manager of the Information Governance Business Unit and a Distinguished Engineer. Dr. Datskovsky is a Certified Records Manager (CRM) and is recognized around the world as an expert in records management and associated technologies.

Specialties

    • Information Governance
    • Compliance and Records Management
    • Information Technologies,
    • SAAS Platforms
    • Big Data/ Dark Data Processing
    • Team Builder and Leader

Brenda Barnhill J.D.

Attorney Ms. Barnhill offers 21 years of experience in the accounting, legal and information governance fields.

Biography

Ms. Barnhill has followed her business and accounting degrees with a law degree from Lewis and Clark Law School. She began her accounting career in 1994 and her law career in 2012. She has been a Division Controller for Core-Mark International ($135 million in annual sales), a Controller for HIJK/printQuick.com and an operational and financial manager for the acquisition and start-up of Specialty Pharmacies, Inc.  Ms. Barnhill is currently Director of Legal Research for Montaña & Assocaites

Specialities

    • Financial and Operational Analysis and Compliance
    • Domestic and International Legal Research
    • Risk Management Requirements, particularly Tax Auditing and SOX Issues

Ilona Koti, MLS, MS IM, CRM

Ilona is a Certified Records Manager and C-Level global subject matter expert with 22 years in libraries and information governance services.

Biography

Ilona Koti, MLS, MS IM, CRM, PMP, CDIA Ms. Koti is a C-Level global subject matter expert with 22 years in libraries and information governance encompassing privacy, technology, compliance, risk, security, legal & eDiscovery and project management for Fortune 500 clients, non-profits and international governments. Strategic, self-motivated innovative leader & trusted resource, able to discreetly analyze complex situations and develop customized client-based enterprise solutions with solid implementation for tangible & lasting results. Board member, teaching fellow, speaker, published writer & consultant.

Specialities

    • Information Governance
    • Privacy & Risk
    • Due Diligence & Research
    • Compliance
    • Strategic Intelligence
    • Change Management · Knowledge & Records Management · Disaster Recovery · Business & Strategic Planning · Policy/Procedure Development · Project Management · eDiscovery · Accomplished Researcher & Published Writer

Robert Johnson MA

Mr. Johnson is the lead legal analyst for domestic information governance laws.

Biography

Mr. Johnson comes to Montaña & Associates via the insurance industry and academia; with an emphasis on compliance and domestic regulatory issues. He continues those themes in his work at Montaña & Associates.

Specialities

    • Insurance and Financial Information Governance
    • Domestic Legal Research
    • General Business Issues

Ann Samek, CRA

Ms. Samek is a Certified Records Analyst and Senior Information Governance Consultant with over 15 years experience in the IG field.

Biography

Ms. Samek has been helping clients track, organize and find their critical information in a variety of industries for many years. She has worked in conducting program analysis and providing recommendations for records management and developing administrative systems (ex: record classification and retention systems), providing training in electronic document management systems, assisting clients and coordinating records inventory and audits for active and inactive records.

Specialities

    • IG Analysis and Needs Assessment
    • Legacy Record Remediation
    • Change Management
    • Project Management
    • Develop work scope, critical requirements, and timeline
    • Perform interviews with departments and business units, capturing document types and processes.
    • Research legal requirements and apply to functional classification retention schedules
    • New or redesign of detailed information control tools such as taxonomies, classification schemes, retention schedules, and indices
    • Development of records management training programs and policy implementation

Ken Radtke, MA

Mr. Radtke brings 30 years of experience to his Senior Client Relationship Manager role.

Biography

Mr. Radtke’s background is one of executive leadership in multi-billion dollar RIM companies culminating at the subsidiary presidency level.  His experience includes Records & Information Management/Governance consultancy Sales, Business Development, Client and Project Management; RIM Organization Design, Structure and Implementation and Cost Mitigation Analysis and Implementation. He also has two decades of in-depth banking experience with US and global institutions in the arena of commercial, and distressed lending.

Specialities

  • Enterprise Client Relationship management
  • Records management and Information Governance Management
  • RIM Third Party Provider Management Focused on Risk & Cost Mitigation

Angela Mastera

Mrs. Mastera brings over 12 years of experience in executive administrative support. Angela’s focus is on process improvement, event planning and marketing.

Biography

Mrs. Mastera is an Executive Administrator/Marketing Specialist, specializing in information governance and retention schedule management. She is focused on process improvement, administrative support, trade show coordination, and project management.

Specialities

    • Project Management
    • Process Development
    • Sales and Marketing
    • Event Coordination
    • Organization

Rebecca Jeffares

Mrs. Jeffares is a Research Analyst specializing in European information Governance law.

Biography

Mrs. Jeffares is a Data Protection Officer (DPO) in Germany and works in the field of data protection and data security. .

Specialities

    • European Information Governance Law Research
    • European Privacy Laws Research
    • European Data Localization Laws Research

Caren Caldwell

Ms. Caldwell is a Senior Research Analyst specializing in North American information Governance law.

Biography

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Specialities

    • North American Information Governance Law Research
    • Laws Trends Analysis
    • Human Resources Laws Specialist

Hana Hispa, LL.M.

Hana is received her law degree and practiced law in the Czech Republic.

Biography

She worked as in-house counsel in a real estate investment company in Prague. After moving to the U.S., she continued her education with an LL.M. in international business transactions at the University of Denver. Hana now focuses on international legal research, including data localization, privacy and media requirements in global jurisdictions.

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Specialities

    • North American Information Governance Law Research
    • Laws Trends Analysis
    • Human Resources Laws Specialist

Steve Neilly, CRM

Steve Neilly has over 27 years’ experience in RIM.

Biography

Steve has carried the Certified Records Manager (CRM) designation since 2005. He has experience in a wide variety of industries and has been involved in many aspects of Information Management and covered the related processes of the entire Records Management Lifecycle.  Steve has conducted work locally, nationally and internationally. Before consulting to both governments and private industry, Steve was a corporate Records Manager and Privacy Officer for 15 years. As an industry veteran, Steve has been a regular speaker at industry events across both Canada and the US.

Specialities