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Document Retention and Destruction

Create a document retention program that protects your business in litigation. New regulations … 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 Records and Information Management Program in place. And even if you do, standards are changing – have your policies and procedures changed with them? Purchase these reference materials to learn about the best practices for determining what records to store and when, why and how to destroy them. You’ll gain a real-world road map for developing, implementing and updating a records management program that complies with the statutory and regulatory requirements for your business. Benefits for You •Always be prepared … what you don't keep can hurt you •Position your company favorably by creating retention and destruction policies that will withstand legal scrutiny, and will actually work •Avoid violations of privacy law •Be prepared – find out how to manage confidentiality in electronic documentation Learning Objectives •You will be able to discuss how to implement a records retention program. •You will be able to identify how to develop a document management policy. •You will be able to discuss preserving confidentiality in an electronic environment. •You will be able to explain the importance of a media destruction policy.
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Why Lorman?

Over 28 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

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Why Lorman?

Over 28 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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Why Lorman?

Over 28 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

Jeffrey S. Follett – Moderator

Foley Hoag LLP

  • Partner in the Litigation Department of Foley Hoag LLP
  • Practices business litigation and other complex civil disputes, including international arbitrations
  • Counsels large and small companies on record retention and privacy requirements
  • Listed in Massachusetts Super Lawyers
  • Frequent speaker and has written numerous publications
  • J.D. degree, cum laude, Harvard Law School; B.A. degree, with honors and distinction, Stanford University
  • Can be contacted at 617-832-1244 or [email protected]

Tino Ciatto

Providence Shred-It

  • Vice president and general manager of Shred-it
  • More than 30 years of management experience in operations, sales and marketing
  • Provides operational support, sales leadership, strategic planning, forecasting/budget planning and employee development
  • Developed customer data security audits to assist companies in identifying potential security breaches
  • B.A. degree, Long Island University
  • Can be contacted at 401-383-8866 or [email protected]

Michael Dailey

Recordsforce, Inc.

  • Co-owner, vice president and chief marketing officer of Recordsforce, Inc.
  • Past management experience in business-to-business services, most notable within the telecommunications industry
  • Extensive first-hand management experience in account acquisition, client support and product marketing
  • M.B.A. degree, Simon School of Business at the University of Rochester; B.S. degree, University of Rochester
  • Can be contacted at 603-766-8000 or [email protected]

Chris Sheehan

Providence Shred-It

  • Compliance agent with Shred-it
  • Studies federal and state guidelines with regards to the protection of PI, PHI and EPHI
  • Speaks at colleges and universities and conducts employee training for a variety of industries.
  • Assists with developing written information security plans
  • Past vice president and board of director for ARMA chapter
  • Mass Reg 201 CMR 17:00 certification
  • Northeastern University Criminal Justice
  • Can be contacted at 401-383-8866 or [email protected]
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Why Lorman?

Over 28 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.

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Product ID: 391373
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Manual

Manual

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Audio & Reference Manual

Audio & Reference Manual

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Online Manual

Online Manual

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