Events in recent history highlighted the importance of having a policy with the retention and destruction of documents generated or collected during an engagement. The destruction of documents on a random, case-by-case basis is asking for trouble if problems arise in the future. You do not want to face the anger of a client, or worse, the defense of a lawsuit, if a document destined for the shredder instead finds its way into unfriendly hands.
This seminar will not only provide you with guidelines for retaining and destroying documents, but it will also demonstrate the benefits of effective document life cycle management.
- Implementing a records management program
- Impact of legislation on records retention
- Turning compliance into a competitive advantage
- Benefits of effective information management
8:30 a.m. - 10:30 a.m.
A. What Is A Records Management Program (RMP)?
1. Business Benefits
B. What Is Information Lifecycle Management?
C. What Is A Document?
D. What Is A Record?
E. What Is Workflow?
F. Regulatory Compliance
G. Internal And External Audits
10:30 a.m. - 10:40 a.m.
10:40 a.m. - 2:20 p.m. [Lunch (On Your Own) 12:20 p.m. - 1:20 p.m.]
II. RMP Development Guide
B. Retention Period
C. Current/Proposed Lifecycles (Workflow)
E. Standard Operating Procedures
F. Retention Policy
G. RMP Documentation
2:20 p.m. - 3:30 p.m.
III. RMP Implementation
A. Internal Selling
B. Technology Migration
C. User Training
3:30 p.m. - 3:40 p.m.
3:40 p.m. - 4:00 p.m.
IV. RMP Evaluation And Innovation
4:00 p.m. - 4:30 p.m.
V. Questions And Answers