Understand the basics of records retention and the process for developing a successful implementation strategy.
Organizations maintain a large amount of recorded information to support their general business activities, including accounting, tax, legal, human resources, marketing, sales, public affairs, etc., and their special industry activities, including financial services, manufacturing, power, pharmaceuticals, retail, and a host of other industries. Complicating the development of a records retention program, companies must comply with a myriad of state and federal laws, perhaps even international requirements. How does a company determine the retention requirements for its records and implement a legally compliant and functional records retention program? This course will review the basics of records retention, reasons to establish a retention program, types of records maintained by most companies, the scope and nature of the legal research for retention, the step-by-step process for developing a program, and successful implementation strategies.
Agenda
Faculty
Donald S. Skupsky, J.D., CRM, FAI, MIT
Information Requirements Clearinghouse
- President of Information Requirements Clearinghouse in Centennial, Colorado
- Developed Retention Manager, the sophisticated records retention software, Legal Requirements for Business Records, a research tool to research laws and court cases related to recordkeeping, records retention, evidence, and information technology systems, and Retention Wizard, the simplified version of Retention Manager for small organizations without formal records management capabilities
- Author of Recordkeeping Requirements, Records Retention Procedures, Legal Requirements for Information Technology Systems, and Law, Records and Information Management: The Court Cases
- For over 37 years, he has served as a records and information management consultant, responsible for developing records retention programs and analyzing legal issues affecting records and information management programs
- Has completed projects for hundreds of organizations, including power, petroleum, financial services, manufacturing, transportation, insurance, biomedical, or other companies operating in the United States and internationally
- Received the Masters of Information Technology (MIT) award from the Association for Information and Image Management, 1999; admitted to the Company of Fellows of ARMA, International (FAI), the highest honor bestowed by the association, 1995; received the prestigious Emmett Leahy Award from the Institute of Certified Records Managers for outstanding contributions to the information and records management profession, 1994
- J.D. degree, University of Michigan Law School
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