Do you know what types of records and information you have on hand?
When setting up records retention and destruction guidelines you must first have records management program in place. Then you must understand the different types of records and information your firm either creates or receives. Do you have client files, company administrative records, financial records, voicemails, etc.? Each of these types of records have their own set of guidelines. This video reviews the different types of records and their expiration guidelines and the consequences of improper destruction.
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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