Advanced Records Retention

Regular Price: $219.00
Special Offer: $175.20
 

Length: 77 minutes

Is your organization equipped to handle and organize the plethora of data it receives each day? Learn the most recent record retention laws. As the amount of data and records increases exponentially, organizations are struggling to manage the data not only to stay compliant but also to avoid huge litigation costs and possible sanctions for the disposition or disclosure of personally identifiable data. This topic will teach you how to create a legally defensible records retention program as the first line of defense in the event of an audit, litigation or other inquiries. You will also receive a retention schedule template for Human Resources and Tax records.

Faculty: John J. Isaza, Esq., FAI, Rimon, P.C. 

Agenda: Foundational Blocks of a Sound Records Retention Program

Discussion of the Generally Accepted Recordkeeping Principles
Building Blocks Needed for a Sound Records and Information Management Program
The Landscape of Data That Needs to Be Governed With a Records Retention Program
The Regulatory Requirements Applicable to a Retention Program
Steps Necessary to Build a Records Retention Schedule (RRS)

Explanation of the Role of the RRS
Key Considerations in Developing the RRS
Steps Needed to Take the RRS to Final
How to Apply the RRS to Electronic Data

Discussion of Key Metrics Driving the Need to Manage the Data
Introduction to the Information Lifecycle Model (ILM)
Best Practices for Marrying the ILM With the RRS

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