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Advanced Records Retention

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.

Runtime: 90 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on February 26, 2019.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Karen A. Monsen

Karen A. Monsen

Caldwell East & Finlayson, PLLC

  • Partner in the law firm of Caldwell East & Finlayson, PLLC
  • Practice areas include employment law, commercial litigation, technology contracts, and intellectual property with an emphasis on electronic discovery, forensic investigations, cybersecurity, and document retention and destruction implementation
  • Recognized as a San Antonio Business Journal outstanding lawyer in labor and employment in part based on her work in cybersecurity and forensic investigations of employee wrongdoing, obtaining numerous court orders to protect employer interests
  • Conducts frequent seminars and workshops on cybersecurity, e-discovery, employment law, and document retention, including for example, “What HR Professionals Need to Know About Cybersecurity,” “Employee Document Retention and Destruction Policies and Strategies,” “Right to Work Laws in Texas,” “Electronic Record Retention: Mistakes HR Professionals Can Avoid,” “Privacy, Social Media, and Technology Issues,” “Keep Calm and E-Discover On"
  • Writes articles related to the areas of employment law and major contributor to e-discovery textbook published by the State Bar of Texas; “Employment Law Issues When Buying and Selling A Business in Uncertain Times”; When First Amendment Rights Collide” published in San Antonio Lawyer magazine
  • Programs director for the San Antonio chapter of ARMA
  • Can be contacted at [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Additional benefits include:

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* For audio recordings you only pay shipping

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Product ID: 402142
Published 2019
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