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Document Retention and Destruction Policies for Nonprofits

The proper development, implementation and use of records management policies will help to prevent compliance issues for your nonprofit.

Many organizations are out of compliance with best practices around information governance, due to the proliferation of electronic information and the rising risks commensurate with it. Nonprofits often face the same kinds of litigation risk, regulatory risk, and data breach risk that for profit organizations do, and operating routinely with large amounts of excess data also means additional costs and loss of productivity that nonprofits can ill afford. This topic will explain how to structure an information governance program that incorporates best practices to lower these risks. The material will review the policies and procedures that each organization should incorporate, and how to implement them in practice.

Runtime: 90 minutes
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Why Lorman?

Over 33 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

The Importance of Information Governance Compliance

  • Industry Risks to Mitigate
  • Identifying Stakeholders and Responsibilities
  • Developing a Bespoke Infogov Compliance Program

Information Governance Policies, Procedures, and Best Practices

  • Records and Information Management Policy
  • Records Retention Schedule
  • Records Inventory
  • Legal Hold Policy
  • Information Security Policy
  • BYOD Policy
  • Acceptable Use Policy
  • Electronic Communications Policy
  • Backup and Disaster Recovery Policy
  • Data Breach Policy and Procedure

Looking Forward: Implementation

  • Stakeholder Buy-Ins
  • Employee Training
  • Perspective: Not a Project, a Program

Looking Backwards: Eliminating Obsolete / ROT (Redundant, Obsolete and Trivial) Data

  • Identifying and Prioritizing Sources of ROT
  • Steps to Defensibly Remediate Hard Copy Information
  • Steps to Defensibly Remediate Electronic Data
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Why Lorman?

Over 33 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 June 18, 2019.

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

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

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Why Lorman?

Over 33 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

Emily Dimond

Emily Dimond

Reed Smith LLP

  • Associate in the Pittsburgh office of Reed Smith LLP
  • Practice emphasizes all aspects of management and discovery of electronic information, including the development of policies and procedures for the preservation, collection, review, and production of electronically stored information, as well as the remediation of legacy data
  • Conducts regular seminars and workshops on information governance, e-discovery and defensible data remediation
  • Written several publications related to the areas of your e-discovery, including E-discovery Collection and Processing e-discovery (4th Edition)
  • Membership information: Licensed in Pennsylvania, Member of Women In E-Discovery, Volunteer Lawyers for the Arts
  • J.D. degree, Duquesne University
  • Can be contacted at [email protected]
Karen Lee Lust

Karen Lee Lust

Reed Smith LLP

  • Counsel in the DC and London offices of Reed Smith LLP
  • Litigator with a records and information governance practice that aims to lower/limit clients’ risk in current and prospective litigation, regulatory compliance, data security, data privacy, and lowering ongoing costs of over retention
  • Conducts regular seminars and workshops on Information Governance, data privacy, the GDPR, e-discovery, and cybersecurity
  • Written several publications related to the areas of records management and best practices around handling and using data, especially the kind that involves personal information
  • Membership information: PA and DC Bar licensed
  • J.D. degree, with honors, University of Illinois; IAPP/CIPP (EU) Qualification
  • Can be contacted at [email protected]
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Why Lorman?

Over 33 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: 405646
Published 2019
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