Ensure your company has an effective records retention program in place that saves time and money.
Legal and regulatory obligations require companies to understand the use of information from creation to disposal. This understanding is crucial to minimizing risk and necessary to comply with a myriad of regulatory obligations and state privacy laws, including the California Consumer Privacy Act. Defensible policies are achieved through a detailed understanding of a company’s business practices and the legal and regulatory environment specific to the retention and disposal of information.
The key component of a successful information governance strategy is the creation and maintenance of an effective document retention policy and retention schedule. But where to begin? This topic will provide attendees with invaluable strategies and practical how-to advice to create a new information governance program, to revive an aging (largely ignored) policy and to make routine improvements in the future. The speaker will share practical advice from two decades of advising clients on information management and records retention to help attendees mitigate risks associated with document retention. He combines his legal knowledge, detailed understanding of technology and practical tips to make records retention easier to understand. You do not want to miss this presentation.
Agenda
Understanding Document Retention Legal Requirements
- Destruction of Old Records Is Legal, but Several Exceptions Exist:
- Regulatory Requirements
- Privacy Laws
- Legal Holds
The Business Case for Building a Repeatable Business Process
- Demonstrate Compliance With Retention Requirements
- Avoid Costly Spoliation Sanctions in Litigation
- Reduce Storage Costs
- Reduce Search Costs
- Reduce Exposure to Security and Privacy Data Breaches
Objectives of a Document Retention Policy
- Defines Official Business Records
- Medium Neutral
- Repeatable
- Compliance Includes Routine Destruction of Non-Business Records and Expired (End of Life) Business Records
- Formal Legal Hold Process
- Other Objectives
Components of a Successful Document Retention Policy
- Policy
- Procedures
- Retention Schedule
- Document Management System
Drafting Document Retention Policies
- Champion and Stakeholders
- Investigation
- Drafting/Iteration/Publishing
- Training
- Compliance
Tips for Drafting/Enhancing Document Retention Policies
Questions
Speakers
John J. Jablonski,
Gerber Ciano Kelly Brady LLP- Managing Partner of Gerber Ciano Kelly Brady LLP – a law firm providing alternative pricing and innovative use of technology
- Chairs the firm’s Cyber, Technology and Information Governance Practice Group with over 25 years of experience advising clients on enterprise-wide initiatives
- Presents nationally and internationally and is a frequent author on various topics
- Graduated from the State University of New York at Buffalo School of Law and is admitted to the New York State Bar
- Member of various organizations and associations
Who Should Attend
This live webinar is designed for attorneys. Other legal professionals may also benefit from attending.
