Drafting Document Retention Policies (OnDemand Webinar)

$149.00

SKU: 410400EAU

Description

Ensure your company has an effective records retention program in place that saves time and money.Legal and regulatory obligations require companies to understand the use of information from creation to disposal. This understanding is crucial to minimizing risk and necessary to comply with a myriad of regulatory obligations and state privacy laws, including the California Consumer Privacy Act. Defensible policies are achieved through a detailed understanding of a company’s business practices and the legal and regulatory environment specific to retention and disposal of information. The key component of a successful information governance strategy is the creation and maintenance of an effective document retention policy and retention schedule. But where to begin? This topic will provide attendees with invaluable strategies and practical howto advice to create a new information governance program, to revive an aging (largely ignored) policy and to make routine improvements in the future. The speaker will share practical advice from two decades of advising clients on information management and records retention to help attendees mitigate risks associated with document retention. He combines his legal knowledge, detailed understanding of technology and practical tips to make records retention easier to understand. You do not want to miss this presentation.

Date: 2024-03-26 Start Time: End Time:

Learning Objectives

Understanding Document Retention Legal Requirements
• Destruction of Old Records Is Legal, but Several Exceptions Exist:
• Regulatory Requirements
• Privacy Laws
• Legal Holds

The Business Case for Building a Repeatable Business Process
• Demonstrate Compliance With Retention Requirements
• Avoid Costly Spoliation Sanctions in Litigation
• Reduce Storage Costs
• Reduce Search Costs
• Reduce Exposure to Security and Privacy Data Breaches

Objectives of a Document Retention Policy
• Defines Official Business Records
• Medium Neutral
• Repeatable
• Compliance Includes Routine Destruction of Non-Business Records and Expired (End of Life) Business Records
• Formal Legal Hold Process
• Other Objectives

Components of a Successful Document Retention Policy
• Policy
• Procedures
• Retention Schedule
• Document Management System

Drafting Document Retention Policies
• Champion and Stakeholders
• Investigation
• Drafting / Iteration / Publishing
• Training
• Compliance

Tips for Drafting/Enhancing Document Retention Policies

Questions

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,NALA ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

John J. Jablonski-Gerber Ciano Kelly Brady LLP

Drafting Document Retention Policies (OnDemand Webinar)

$199.00

SKU: 406533EAU

Description

Ensure your company has an effective records retention program in place that saves time and money.Companies are overflowing with information. Data is generated at a remarkable rate. What can be kept? What can be destroyed? This timely information helps the persons responsible for drafting document retention policies define the key objectives of the policy and satisfy the necessary legal requirements. Learn the proper elements of legal hold and the consequences for failing to properly implement such hold. This material provides critical stepbystep guidance to policydrafters in order to achieve results which are compliant, easily understood and feasible to implement. It also offers practical advice in the challenging areas of email retention and use of personal mobile devices (BringYourOwnDevice).

Date: 2019-11-13 Start Time: End Time:

Learning Objectives

Document Retention and Information Governance
• Why Data Management?
• Key Policy Considerations
• Compliance Concerns

Litigation Risks
• The Value of Document Destruction
• The Importance of Legal Holds
• The Danger of Sanctions

Mechanics of Drafting
• Key Stakeholders
• Core Provisions
• Email Retention
• Mobile Devices
• Implementation Issues

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Mark P. Henriques-Womble Bond Dickinson