Description
Learn about tailoring your records retention program for your organization, and how to make sure employees adopt it, embrace it, and follow it.
Having built a basic records retention framework, a policy and schedules, it is time to ensure it meets practical and legal muster, and is feasible in the workplace. Ensure your program satisfies legal preservation requirements both when legal holds are in place and when destroying information, and learn how to succeed when you put your records in the cloud.
Date: 2019-06-17 Start Time: End Time:
Learning Objectives
Tailoring the Records Retention Policy
• Reasonableness
• Flexibility and Scalability
• Defensibility
Staffing Requirements and Options
• Defining Roles and Responsibilities
• Training
• Auditing
Observing Preservation Obligations
• Preservation Triggers
• Defining Roles and Responsibilities
• Tailoring Legal Holds
• Processes and Procedures for Managing Legal Holds
Coming to Terms With Document Destruction
• Handling Hoarding
• Destruction in the Face of Legal Holds
• Destruction of Metadata, Deleted Data, etc.
Managing Information in the Cloud
• Defining the Cloud
• Identifying Issues With Information Management in the Cloud
• Mitigating Pitfalls With Information Management in the Cloud
CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Karen A. Monsen-Caldwell East & Finlayson, PLLC
