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Course/Product Description
Title:

Implementing a Records Retention Program

SKU:WC-1018058
Date / Time: Recorded
Format: Webinar
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Description:

Everyone knows that companies are "supposed" to have records retention programs, but how many companies actually follow their programs? What good is a policy that sits on a shelf with the documents it's supposed to govern?

Your organization's interests don't start, or end, with figuring out how long you're supposed to keep your tax returns. Learn how to implement a records management program that actually works.

The goal is not to tell you how long you should keep any specific document, but to help you explain to your stakeholders why they should care about keeping or destroying records in the first place.

Learn practical tips for building organizational support at every stage of your records management program: development, rollout and maintenance.

Agenda

Developing Your Records Retention Program With a View Toward Implementation

  • Making the Business Case
  • Recruiting Your Champions
  • Evaluating Current Practices
  • Evaluating Legal and Operational Needs
  • Drafting the Policy: Key Features
  • Go With the FLOH
  • KISS
  • Having No Policy Versus No One Following Your Policy
Rollout
  • Leadership
  • Trials
  • Launch and Training
  • Making Your Business Case, Again
Executing and Sustaining Your Program
  • The Importance of Actually Destroying Records
  • Post-Rollout Communications: Making the Business Case yet Again
  • Spot Checks and Security Audits
  • Incentives, Consequences and Pizza
About The Presenter

Jeffrey S. Follett
  • Partner in the office of Foley Hoag LLP, an international law firm with offices in Boston, Paris, New York and Washington, DC
  • Practice emphasizes guiding clients through the legal and logistical challenges of doing new things: major projects and policy initiatives, bet-the-company litigation, and government investigations; clients have ranged from small startups to established multinational conglomerates
  • Counsels clients, and his own firm, in the creation and rollout of professional training and development programs
  • Conducts regular seminars on records retention, electronic discovery, and data security and privacy
  • Frequent speaker at conferences in the U.S., Europe and South America
  • Wrote numerous publications related to the areas of records retention, privacy and electronic discovery
  • Member, Defense Research Institute and the bars of Massachusetts, New York, and the District of Columbia
  • J.D. degree, Harvard Law School; B.A. degree, Stanford University


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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