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OnDemand Course

Drafting Document Retention Policies

Ensure your company has an effective records retention program in place that saves time and money.

Companies are overflowing with information. Data is generated at a remarkable rate. What can be kept? What can be destroyed? This timely information helps the persons responsible for drafting document retention policies define the key objectives of the policy and satisfy the necessary legal requirements. Learn the proper elements of legal hold and the consequences for failing to properly implement such hold. This material provides critical step-by-step guidance to policy-drafters in order to achieve results which are compliant, easily understood and feasible to implement. It also offers practical advice in the challenging areas of email retention and use of personal mobile devices (Bring-Your-Own-Device).

89 minutes
Certificate of Completion
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Why Lorman?

Over 35 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

Document Retention and Information Governance

  • Why Data Management?
  • Key Policy Considerations
  • Compliance Concerns

Litigation Risks

  • The Value of Document Destruction
  • The Importance of Legal Holds
  • The Danger of Sanctions

Mechanics of Drafting

  • Key Stakeholders
  • Core Provisions
  • Email Retention
  • Mobile Devices
  • Implementation Issues
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Why Lorman?

Over 35 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

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on November 13, 2019.

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

  • Arizona CLE 1.5
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • NM CLE 1.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • OR CLE 1.5
     
  • Approved for 1.5 CLE credits in Oregon.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 35 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 P. Henriques

Mark P. Henriques

Womble Bond Dickinson

  • Partner in the Charlotte office of Womble Bond Dickinson, your transatlantic firm close to home
  • Practice emphasizes all aspects of e-discovery and business litigation
  • Conducts regular seminars and workshops on contract drafting, e-discovery, litigation strategy, and managing legal spend
  • J.D. degree and B.A. degree, Law Review and Order of the Coif, University of Virginia
  • Can be contacted at [email protected] or on Twitter® @cltlawyer
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Why Lorman?

Over 35 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
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  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406533
Published 2019
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Available in Multiple Formats

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