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.
Agenda
Faculty
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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