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Electronic Record Retention: What to Save, What to Purge


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

With changing record retention standards in a new digital landscape, it's hard to know which records are safe to eliminate and which must be retained under penalty of the law. From scanned documents of paper records, to emails and instant messages, do you know which e-records you should save and which are safe to delete? Join us for this live, 60-minute webinar to discover:

  • Records that you need to keep and the information that you don't
  • Strategies to establish company policies for electronic records retention & removal
  • How to organize and store your data for efficient information management
  • Ways to avoid litigation and establish security policies

  • Bonus: Sample record retention schedule included for review

Program Highlights

  • Electronic Record and Information Management Policies: Keys for Compliance

    • What information should be kept and for how long?
    • How to arrange and store data to make it work for you
    • Best Practices to develop and communicate a record retention schedule
  • Regulations for Record Retention of Emails and Other Electronic Messages

    • 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
    • Scanned documents: Should you save the originals - or ditch them?
  • Stay Out of Hot Water: Methods to Limit Security and Legal Risks

    • How to prepare for the worst with a litigation readiness plan
    • Backup documentation: How to manage & backup your e-records
    • How has "the cloud" affected information management?
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Scott Murchison, CRM, is a Certified Records Manager and the Partner, Information Governance Services for Kaizen InfoSource LLC. He has 25 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, a full service information management and technology consultancy. He has built successful RIM Programs from the ground up, moved from paper to digital, gained recognition of senior management, and turned 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 and has served various local chapter board positions, as well as being a nationally known lecturer and presenter.
  • 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 keep you up-to-date with today's regulations for electronic data and record retention along with effective information management methods and policies.