Gain an understanding on document management ethics and best practices.
All credit and collection agencies hold personally identifiable financial information for their clients in either electronic or physical formats. How should an agency manage that data and when should an agency destroy that information? This material will cover the reasons behind establishing and maintaining a records management program and will provide guidelines for when records, regardless of format, should be destroyed and when they should not be destroyed.
Agenda
Faculty
Mark J. Fidel
Ivanti
- Account executive for state, local, and education markets, Ivanti, Inc.
- Co-founder and head of state, local, and education sales for risk-based vulnerability management company RiskSense, Inc.
- Served as executive director for the Western States School of Banking, 2007 – 2011
- Adjunct professor at New Mexico Highlands University, 2005 – 2007
- Worked as a commercial defense litigator for the Modrall Sperling Law Firm in Albuquerque, NM, 2002 – 2004; maintains his licensure in New Mexico
- Worked as a financial and senior financial analyst for Intel Corporation, 1994 – 1998
- J.D. degree; M.B.A. degree; B.A. degree in finance
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