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OnDemand Webinar

Advanced Records Retention

Learn about tailoring your records retention program for your organization, and how to make sure employees adopt it, embrace it, and follow it. Having built a basic records retention framework, a policy and schedules, it is time to ensure it meets practical and legal muster, and is feasible in the workplace. Ensure your program satisfies legal preservation requirements both when legal holds are in place and when destroying information, and learn how to succeed when you put your records in the cloud.


Learning Objectives

  • You will be able to recognize best practices in developing a Records Retention Policy.
  • You will be able to identify positions in an organization with roles and responsibilities in the Records Retention Policy.
  • You will be able to identify policies and procedures for managing a legal hold.
  • You will be able to differentiate between Cloud Service Models.

Runtime: 90 minutes
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Why Lorman?

Over 32 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

Tailoring the Records Retention Policy

  • Reasonableness
  • Flexibility and Scalability
  • Defensibility

Staffing Requirements and Options

  • Defining Roles and Responsibilities
  • Training
  • Auditing

Observing Preservation Obligations

  • Preservation Triggers
  • Defining Roles and Responsibilities
  • Tailoring Legal Holds
  • Processes and Procedures for Managing Legal Holds

Coming to Terms With Document Destruction

  • Handling Hoarding
  • Destruction in the Face of Legal Holds
  • Destruction of Metadata, Deleted Data, etc.

Managing Information in the Cloud

  • Defining the Cloud
  • Identifying Issues With Information Management in the Cloud
  • Mitigating Pitfalls With Information Management in the Cloud
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Why Lorman?

Over 32 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 Webinar

This course was last revised on June 17, 2019.

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

  • CPE/NASBA - QAS Self Study 2.2 including Specialized Knowledge 2.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 2.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 32 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

Karen A. Monsen

Karen A. Monsen

King & Sommer, PLLC

  • Attorney in the law firm of King & Sommer, PLLC
  • Practice areas include employment law, commercial litigation, technology contracts, and intellectual property with an emphasis on electronic discovery, forensic investigations, cybersecurity, and document retention and destruction implementation
  • Recognized as a San Antonio Business Journal outstanding lawyer in labor and employment in part based on her work in cybersecurity and forensic investigations of employee wrongdoing, obtaining numerous court orders to protect employer interests
  • Conducts frequent seminars and workshops on e-discovery, employment law, and document retention, including for example, "Employee Document Retention and Destruction Policies and Strategies,” “Right to Work Laws in Texas,” “Electronic Record Retention: Mistakes HR Professionals Can Avoid,” “Privacy, Social Media, and Technology Issues,” “Keep Calm and E-Discover On,” and “How Has the Supreme Court Changed Employment Practices?”
  • Wrote articles related to the areas of employment law and major contributor to e-discovery textbook published by the State Bar of Texas; “Employment Law Issues When Buying and Selling A Business in Uncertain Times”; "When First Amendment Rights Collide," San Antonio Lawyer
  • Vice president of programs for the San Antonio chapter of ARMA
  • Can be contacted at [email protected]
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Why Lorman?

Over 32 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!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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

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Product ID: 406482
Published 2019
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