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Document Retention Tips for Administrative Professionals

Learn the necessary record retention knowledge and skills to make informed decisions with regards to guidelines.

Many organizations effectively utilize their document management systems to conduct daily business, but many also have difficulty understanding when and why they should destroy documents, both electronic and physical documents. This topic will help you understand the importance of establishing a records management program which should include retention and destruction policies and procedures. Further, you will be able to assist your clients in understanding and applying these principles. By failing to apply these principles, organizations risk not having the right documents available when they need them, but more importantly they risk having those documents, that should have been destroyed, available at the wrong time.

90 minutes
Certificate of Completion
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview and Reasons for Implementing a Records Management Program in Your Organization

  • What Is a Document?
  • What Is a Record?

What Is a Records Management Program?

  • Why Develop an RMP?
  • Ethical Considerations

Records Retention and Destruction Guidelines

  • Litigation Hold
  • Proper Destruction
  • Improper Destruction
  • Ethical Considerations

Your Clients' Records

Your Own Organizations' Records

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on April 23, 2019.

Call 1-866-352-9540 for further credit information.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mark J. Fidel

Mark J. Fidel

RiskSense, 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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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404500
Published 2019
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