Do you know what types of records and information you have on hand?
When setting up records retention and destruction guidelines you must first have records management program in place. Then you must understand the different types of records and information your firm either creates or receives. Do you have client files, company administrative records, financial records, voicemails, etc.? Each of these types of records have their own set of guidelines. This video reviews the different types of records and their expiration guidelines and the consequences of improper destruction.
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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