Advanced Records Retention

Webinar: ID# 1020201
Recorded CD
About This Course:
As the amount of data and records increases exponentially, organizations are struggling to manage the data not only to stay compliant, but also to avoid huge litigation costs and possible sanctions for the disposition or disclosure of personally identifiable data.

This webinar will teach you how to create a legally defensible records retention program as the first line of defense in the event of an audit, litigation or other inquiries. You will also receive a retention schedule template for Human Resources and Tax records.


Foundational Blocks of a Sound Records Retention Program
  • Discussion of the Generally Accepted Recordkeeping Principles
  • Building Blocks Needed for a Sound Records and Information Management Program
  • The Landscape of Data That Needs to Be Governed With a Records Retention Program
  • The Regulatory Requirements Applicable to a Retention Program
Steps Necessary to Build a Records Retention Schedule (RRS)
  • Explanation of the Role of the RRS
  • Key Considerations in Developing the RRS
  • Steps Needed to Take the RRS to Final
How to Apply the RRS to Electronic Data
  • Discussion of Key Metrics Driving the Need to Manage the Data
  • Introduction of the Information Lifecycle Model (ILM)
  • Best Practices for Marrying the ILM With the RRS
About The Presenter

John J. Isaza, Esq., FAI
  • 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
Advanced Records Retention
Available on CD format
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