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Electronic Record Retention: What to Save, What to Purge


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Electronic record retention presents a variety of unique challenges and legal issues for any company. As businesses rely less on paper and more on electronic transactions, many questions arise: How do you handle emails? Can you shred original documents once they are scanned? What about Google Chat or Facebook messages? Join us for this live, 60-minute webinar where you will discover:

  • Computerized files: Regulations for websites, emails, and more
  • Best strategies to establish company policies on electronic records
  • Scanned documents: Should you keep the original, electronic, or both?
  • How to implement a record retention schedule for your company

  • Bonus: Sample record retention schedule included for review.

Program Highlights

  • Electronic Record Retention: Best Practices & Common Pitfalls to Avoid

    • Strategies to maintain electronic records & still ensure easy access
    • Scanned documents: Should you save the originals - or ditch them?
    • Establishing a schedule & timeline for retention of electronic records
  • Regulations for Record Retention of Emails and Other Electronic Messages

    • Ways to address Facebook, Twitter & other social network communication
    • Keys to help decide which e-mails need to be kept - and for how long?
    • How to handle texts, voicemails & other "smart phone" messenger records
  • Storing your Documents: How to Best Organize Your Electronic Files

    • Maintaining your electronic records - Ensure compliant access
    • Backup documentation: How to manage & backup your e-records
    • Critical record retention rules to follow: Avoid unwanted legal issues
  • Live Q & A Session - Have all your Electronic Record Retention questions answered!

About The Speaker

Scott Murchison, CRM, is a partner, Certified Records Manager, and the SVP, Information Governance for Kaizen InfoSource. He has over 20 years of experience in Records and Information Management, as both a Practitioner and Consultant. He has worked in a variety of industries; including government, financial services, insurance, legal, construction, manufacturing, airline, hospitality, and entertainment sectors.

  • Scott is a founding partner of Kaizen InfoSource LLC, a full service information management and technology consultancy. He has built successful RIM Programs from the ground up - moving from paper to digital, gaining recognition of senior management, and turning lackluster departments into system-wide compliance initiatives.
  • Scott has been an active member of the Association of Records Managers and Administrators (ARMA) International since 1992. He is the President of the Silicon Valley ARMA chapter, and has served various board positions within local chapters of different states.
  • As a lecturer and workshop leader, Scott has presented webinars, all-day seminars, and workshops at international conferences for ARMA and numerous U.S. chapters, as well as for Lorman Education Services, amongst others.

Program Benefits

This practical, 60-minute webinar will provide you and your colleagues with the most up-to-date information regarding critical electronic record retention issues that affect your organization.