• 17 minutes

Document Retention Tips for Your Clients' Records


Ethical considerations for records retention.

Your clients’ records are your clients’ property. If one of your clients asked you for their records would you know the location of your clients’ records that are in your custody? There are a lot of instances where you are taking in client’s records because of the work you are doing for your client. Whether it’s a legal situation or an accounting situation or a combination of both, knowing where the location of your client’s records is in your custody is highly critical because you are a temporary custodian of that information. This video reviews ethical considerations when handling clients’ records.

Runtime: 16 minutes



Mark J. Fidel

Mark J. Fidel

Fidel Consulting Group

  • Principal of Fidel Consulting Group, a business strategy consultancy specializing in mid-sized, established technology companies
  • Past 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 to 2011
  • Adjunct professor at New Mexico Highlands University, 2005 to 2007
  • Worked as a commercial defense litigator for the Modrall Sperling Law Firm in Albuquerque, NM, 2002 to 2004; maintains his licensure in New Mexico
  • Worked as a financial and senior financial analyst for Intel Corporation
  • J.D. degree; M.B.A. degree; B.A. degree in finance

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