Learn the necessary record retention knowledge and skills to make informed decisions concerning guidelines.
Many organizations effectively utilize their document management systems to conduct daily business, but many also have difficulty understanding when and why they should destroy electronic and physical documents. This topic will help you understand the importance of establishing a records management program that should include retention and destruction policies and procedures. Further, you will be able to assist your clients in understanding and applying these principles. By failing to apply these principles, organizations risk not having the correct documents available when they need them. More importantly, they risk having those documents, which actually should have been destroyed, available at the wrong time.
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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