Manage information strategically while reducing compliance and legal risk.
In today’s world, regardless of industry or profession, every organization is fundamentally in the information business. With litigation discovery, data breaches, and privacy and security enforcement actions, it can be a dangerous world for your information. You need a program that helps you manage business records and information as strategic assets—optimizing information value while ensuring compliance, controlling costs, and mitigating risk. In this course, we will review the essential elements of a successful Records & Information Management (RIM) program. We will discuss how to identify strategic RIM objectives and select impactful RIM projects. Finally, because securing and maintaining senior executive support is crucial, we will explore how to position your RIM program so executive leadership can clearly see its relevance to what drives your organization’s success.
Learning Objectives
- You will be able to explain why your organization needs a Records & Information Management (RIM) Program to achieve information compliance, control information cost, mitigate information risk, and maximize information value.
- You will be able to describe the essential elements of a successful RIM Program.
- You will be able to identify effective RIM projects and your strategic RIM objectives.
- You will be able to recognize how to secure and maintain resilient executive-level support for your RIM program.
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Why Lorman?
Over 39 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
| Common Ground Concepts | |
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| Why Implement a Records and Information Management (RIM) Program? | |
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| What Are Essential Elements of Your RIM Program? | |
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| How Do You Implement Your RIM Program With Resilient Executive Support? | |
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Credit
More Program Information
Why Lorman?
Over 39 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
Live Webinar Registration
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- AK CLE 1.5
- Alaska attorneys may receive 1.5 hour(s) of continuing legal education, including hour(s) of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.7
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 hour(s) credit.
- AR CLE 1.5
- This course has been approved for 1.5 hour(s) of CLE by the Arkansas CLE Board.
- Arizona CLE 1.5
- The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hour(s) toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Education Services/Noggin Guru is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hour(s) of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hour(s).
- IL CLE 1.5
- This course was approved for a total of 1.5 hour(s) of MCLE Credit by the Illinois MCLE Board.
- IN CLE 1.7
- This program has been approved by the Indiana Commission on Continuing Legal Education. Participating attorneys are eligible to receive up to 1.7 hour(s) of Distance Education credit.
- MO CLE 2.0
- This program has been approved by the Missouri Bar for 2.0 hour(s) of CLE.
- NH MCLE 1.6
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services/Noggin Guru believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 95 Minutes.
- NJ CLE 2.0
- This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hour(s) of total CLE credit.
- NM CLE 1.6
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.6 hour(s) of credit.
- NV CLE 1.5
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hour(s).
- NY CLE 2.0 including Areas of Professional Practice 2
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 2.0 credit hour(s) in the area(s) of Areas of Professional Practice for 2.00 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 Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OH CLE 1.5
- This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.5 CLE credit hour(s).
Please note: In order to receive OH CLE credit for this audio conference you MUST use the streaming option and enable and complete the required progress checks. This course is considered Self-Study.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hour(s) of substantive law, practice and procedure CLE credit.
- VT CLE 1.5
- This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit.
- WI CLE 1.0
- This program has been approved by the Board of Bar Examiners for 1.0 hour(s) for use toward the Wisconsin Mandatory CLE requirement.
- WV MCLE 2.0
- This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hour(s).
CPE 2.0 including Specialized Knowledge 2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a 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: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 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 2.0 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure 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.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for controllers, CFOs, tax managers, tax preparers, accountants, CPAs, bookkeepers, presidents, vice presidents, directors and attorneys.
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Why Lorman?
Over 39 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
Peter Sloan
Information Governance Group, LLC
- Managing Attorney of the law firm Information Governance Group, LLC
- Advises clients across industries on how to compliantly retain, secure, preserve, and dispose of information.
- Helps companies throughout the United States create, validate, and update retention schedules; implement compliant information management policies and processes; and defensibly dispose of information.
- Frequent presenter on records retention, information governance, and data security topics, including at national conferences and seminars for ARMA International, The Sedona Conference, The Society of Corporate Compliance and Ethics (SCCE), the National Association of Insurance Commissioners (NAIC), the Compliance, Governance, and Oversight Council (CGOC), the Managing Electronic Records Conference (MER), the Information Systems Security Association (ISSA), and the Society of Corporate Secretaries and Governance Professionals (SCSGP).
- Author of The Compliance Case for Information Governance, Richmond Journal of Law & Technology, and contributor to The Sedona Conference Commentary on Information Governance, The Sedona Conference Working Group 1.
- Professional Memberships: ARMA International, The Missouri Bar, The Kansas City Metropolitan Bar Association, The Sedona Conference WGs 1 & 11
- Education: University of Kansas School of Law 1985, Order of the Coif
- Can be contacted at [email protected], 816-366-8300, www.infogovgroup.com
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Why Lorman?
Over 39 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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