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Document Management Ethics and Best Practices for Credit and Collection Agencies

 

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.

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Document Management Ethics and Best Practices for Credit and Collection Agencies

Agenda

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Document Management Ethics and Best Practices for Credit and Collection Agencies

Faculty

Mark J. Fidel

Mark J. Fidel

RiskSense, Inc.

  • Co-founder of RiskSense, Inc., a cyber risk-based vulnerability management company
  • Owner of Applied Records Management which provides records management consulting to law firms and other businesses for 15 years
  • Licensed attorney in New Mexico
  • J.D. degree, University of Denver Sturm College of Law
  • Can be contacted at 505-241-9669 or [email protected]
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Document Management Ethics and Best Practices for Credit and Collection Agencies

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