Live Webinar

60-minute live streaming program
  • December 10
  • 1:00 - 2:00 pm EST

Also available as:

OnDemand Course

Document Retention Tips for Administrative Professionals

December 10

Learn the necessary record retention knowledge and skills to make informed decisions concerning 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 electronic and physical documents. This topic will help you understand the importance of establishing a records management program that 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 correct documents available when they need them. More importantly, they risk having those documents, which actually should have been destroyed, available at the wrong time.

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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 (RMP) 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 Organization’s 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.

Live Webinar Registration

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.0
     
  • All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
     

Who should attend?

This live webinar is designed for administrative assistants, executive assistants, office administrators, secretaries, office managers, and other administrative professionals.

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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

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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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: 409502
Published 2019, 2021
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