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British Columbia Document Retention and Destruction

Are you sure you want to throw that document away? Privacy laws … the constant threat of audits … the increased use of e-Discovery … in today’s changing legal environment, you’re asking for trouble if you don’t have an effective record retention and destruction policy in place. And even if you do, standards are changing – have your policies changed with them? Purchase these reference materials and learn what records to store and when, why and how to destroy them, and how to comply with pertinent statutory and regulatory standards. You will gain a real-world road map and best practices for implementing and updating a records management program that provides a safe harbor. Benefits for You •Get updated on current trends in document destruction and record retention practices •Decipher how the rules differ for paper and electronic records •Stay up to date with recent judicial, legislative, and administrative changes •Know what documents you need to destroy – avoid violations of privacy law
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Why Lorman?

Over 29 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

This seminar will be presented by Sat D. Harwood, Angiola-Patrizia De Stefanis, Sara A. Levine and Johanna Mustapic.
Why Document Retention Matters
Technology and Terminology
  • Overview of Hardware and Software
  • Overview of Terminology
Governing Legislation
  • Requirements Under the Income Tax Act
  • Requirements Under Provincial Legislation
  • Rules for Specific Professions
  • Law Society Rules
  • Rules for In-House Versus Outside Counsel
Document Organization Practices
  • Understanding Document Lifecycles
  • Creating Policies and Procedures to Protect Your Business
  • Review of Sample Document Retention Policies
  • Review of Specific Types of Records and How Long to Retain
Electronic Retention
  • Guidelines for Hard Copy vs. Electronic Documents
  • Condensing Electronic Data to Manageable Form
Cloud and Paperless Offices
  • Data Storage
  • Patriot Act (U.S. Storage)
  • Dropbox and Other Data Sharing Services
Privacy Legislation
  • Personal Information Protection Act
    • Information Handling Limitations and Restrictions
    • Consequences of Failure to Protect Information
    • Obligations to Retain and Produce on Request
    • Loss Management - Privacy Breach Prevention and Response
    • Out-of-Canada and Cloud Storage Restrictions
Document Production and the Rules of Court
  • The Supreme Court Civil Rules
  • The Sedona Principles
  • Managing Potential Litigation Costs
Closing Files and Destroying Documents
  • Closure of Files
  • Destruction of Documents
Resource List
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Why Lorman?

Over 29 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

Manual

No credit available.

Audio & Reference Manual

No credit available.

Online Manual

No credit available.

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More Program Information

Why Lorman?

Over 29 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

Sat D. Harwood – Moderator

Lesperance Mendes Lawyers

  • Senior associate with Lesperance Mendes
  • Chair of the Canadian Bar Association Construction Law subsection
  • Practices civil litigation, commercial litigation, construction law, insurance law, employment law and condominium law
  • Called to the Bar of British Columbia, May 2007
  • Can be contacted at 604-685-3550 or [email protected]

John S. Hindess

Alliance Lex Law Corporation

Sarah A. Levine

Alliance Lex Law Corporation

Sara A. Levine

  • Lawyer with Alliance Lex Law Corporation
  • Practices in all aspects of privacy and freedom information law to clients in the business, regulatory, nonprofit, education and health sectors
  • Created two public education websites about privacy rights in British Columbia, co-wrote a leading reference work on privacy law and policy and gives presentations on privacy rights and obligations throughout British Columbia
  • Co-chair (past) of the Freedom of Information and Privacy Law Section of the Canadian Bar Association - British Columbia Branch
  • J.D. degree, Queen’s University Faculty of Law
  • Can be contacted at 604-877-1057 or [email protected]

Johanna Mustapic

Triage Data Solutions Inc.

  • President of Triage Data Solutions Inc.
  • Focuses on document management and litigation support
  • Spoken at numerous conferences over the past 13 years, including the Electronic Discovery CLE in January 2011 and the Great-West Life/London Life/Canada Life Conference in October 2011
  • Department of Justice Award for Exemplary Service to the Client Team Award
  • Paralegal degree, Capilano University
  • Can be contacted at 604-915-9315 or [email protected]
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Why Lorman?

Over 29 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 384276
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Available in Multiple Formats

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This program is available in several formats. Please choose the best format for your needs:

Manual

Manual

PDF file delivered on a USB flash drive. Copy and read on any compatible device.

Audio & Reference Manual

Audio & Reference Manual

PDF and MP3 files delivered on a USB flash drive. Listen and read on any compatible device.

Online Manual

Online Manual

PDF file delivered by download. Read on any compatible device.

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Total: $149.00