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Best Practices and Compliance for Managing Electronic Records for Administrative Professionals

 

Explore best practices for public records compliance and technology solutions that streamline information management.

In today's digital workplace, administrative professionals are on the frontlines of managing an ever-growing volume of electronic records--from emails and cloud documents to mobile device content. This comprehensive program delivers essential knowledge and practical strategies for navigating the complex landscape of electronic records management, compliance, and information governance. You will gain clarity on the critical distinctions between information, documents, and records, and learn how to apply retention schedules, security protocols, and privacy protections in your daily work. Whether you work in government, corporate, healthcare, or nonprofit settings, this session equips you with the tools to confidently handle 21st-century records management challenges. By attending, you'll enhance your professional value, reduce organizational risk, protect sensitive information, and ensure your practices align with legal and regulatory requirements. Walk away with actionable strategies, real-world examples, and the knowledge to champion effective information governance in your organization.

Agenda

Faculty

Mark J. Fidel

Mark J. Fidel

Fidel Consulting Group

  • Records Management Consultant and Principal, Applied Records Management
  • More than 19 years of experience providing specialized records management consulting services to insurance agencies, law firms, healthcare providers, and financial institutions, with expertise in developing and implementing records management policies and procedures across diverse regulated industries
  • Former attorney and commercial litigator with Modrall Sperling, admitted to the State Bar of New Mexico and U.S. District Court, providing legal expertise in commercial litigation, public finance, and regulatory compliance, with a deep understanding of records retention and discovery obligations
  • Litigation support specialist with extensive experience managing discovery in record-intensive cases for law firms and corporate clients, including forensic acquisition and production of electronic documents, offering practical insight into e-discovery and legal hold procedures
  • Eight years as a technology sales executive in vulnerability and threat management, leading enterprise sales for RiskSense, Inc. and Ivanti, Inc., specializing in cybersecurity solutions for State, Local, and Education (SLED) clients nationwide
  • Former Executive Director at the Western States School of Banking, leading educational programming and compliance-focused training initiatives for the regulated banking sector
  • Academic instructor in Business Law and Management, teaching courses in business law, personnel practices and the law, and management at New Mexico State University (MBA Program), New Mexico Highlands University, and Central New Mexico Community College
  • Current and former board service includes Chair of the New Mexico Civil Legal Services Commission, CNM Ingenuity Board Chair, and membership on the Governor’s Economic Recovery Council and the New Mexico Judicial Information Systems Council, providing strategic perspective on public sector information governance and accountability

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