Gain an understanding on document management ethics and best practices.
All credit and collection agencies hold personally identifiable financial information for their clients in either electronic or physical formats. How should an agency manage that data and when should an agency destroy that information? This material will cover the reasons behind establishing and maintaining a records management program and will provide guidelines for when records, regardless of format, should be destroyed and when they should not be destroyed.
Agenda
Faculty
Mark J. Fidel
Fidel Consulting Group
- Principal of Fidel Consulting Group, a business strategy consultancy specializing in mid-sized, established technology companies
- Past account executive for state, local, and education markets, Ivanti, Inc.
- Co-founder and head of state, local, and education sales for risk-based vulnerability management company RiskSense, Inc.
- Served as executive director for the Western States School of Banking, 2007 to 2011
- Adjunct professor at New Mexico Highlands University, 2005 to 2007
- Worked as a commercial defense litigator for the Modrall Sperling Law Firm in Albuquerque, NM, 2002 to 2004; maintains his licensure in New Mexico
- Worked as a financial and senior financial analyst for Intel Corporation
- J.D. degree; M.B.A. degree; B.A. degree in finance
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