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
Fidel Consulting Group
- Principal of Fidel Consulting Group, a business strategy consultancy specializing in mid-sized, established technology companies
- Served as RiskSense finance director, in-house counsel and head of corporate development
- Extensive experience in cyber risk management issues, especially focused on the legal community
- Dealt with the firm’s accounting and tax professionals and has extensive experience with Form 941
- Served as Executive Director for the Western States School of Banking and a previous adjunct professor at New Mexico Highlands University
- J.D. Degree, University of Denver Sturm College of Law; Executive MBA from the University of New Mexico; Bachelor’s Degree in finance from New Mexico State University
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