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.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Overview and Reasons for Implementing a Records Management Program (RMP) in Your Organization
- What Is a Document?
- What Is a Record?
What Is a Records Management Program?
- Why Develop an RMP?
- Ethical Considerations
Records Retention and Destruction Guidelines
- Litigation Hold
- Proper Destruction
- Improper Destruction
- Ethical Considerations
Your Clients' Records
Your Own Organization's Records
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Credit
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on December 10, 2021.
Call 1-866-352-9540 for further credit information.
- ASAP PACE 0.1
- This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
- IAAP 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mark J. Fidel
Fidel Consulting Group
- Principal of Fidel Consulting Group, a business strategy consultancy specializing in mid-sized, established technology companies
- Served as RiskSense finance director, in-house counsel and head of corporate development
- Extensive experience in cyber risk management issues, especially focused on the legal community
- Dealt with the firm’s accounting and tax professionals and has extensive experience with Form 941
- Served as Executive Director for the Western States School of Banking and a previous adjunct professor at New Mexico Highlands University
- J.D. Degree, University of Denver Sturm College of Law; Executive MBA from the University of New Mexico; Bachelor’s Degree in finance from New Mexico State University
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More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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