To develop a records retention schedule is your first line of defense. It is the bottom line to your records and information management program. Begin by developing your records retention schedule with either a template or you need to create an inventory of the types of records you’ve got and grouping them into different categories or buckets. You then need to map the types of records to each of those buckets.
Our speaker, John J. Isaza, Esq., FAI, reviews project scope and approach. He discusses different buckets to use in your records retention schedule and the need to record routing rules for each bucket. Mr. Isaza also reviews key tasks that need to be performed during your records retention schedule.
John J. Isaza, Esq., FAI is a Partner, Records and Information Governance, at Rimon, PC. He is one of the world’s foremost experts in the field; he has developed information governance and records retention programs for some of the most highly regulated Global 1000 companies. Mr. Isaza co-wrote 7 Steps for Legal Holds of ESI & Other Documents; a contributing writer to the ABA’s Internet Law for the Business Lawyer, 2nd Edition; and a recipient of ARMA’s Britt Literary Award as well as the designation of Fellow of ARMA International.
Agenda
Faculty
John J. Isaza, Esq., FAI
Rimon, P.C.
- Partner, Records and Information Governance, at Rimon, PC
- One of the world’s foremost experts in the field; he has developed information governance and records retention programs for some of the most highly regulated Global 1000 companies
- Co-wrote 7 Steps for Legal Holds of ESI & Other Documents; a contributing writer to the ABA’s Internet Law for the Business Lawyer, 2nd Edition; and a recipient of ARMA’s Britt Literary Award as well as the designation of Fellow of ARMA International
- Can be contacted at 949-715-7010 or [email protected]
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