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Record Retention for 2014: Comply with Emerging Regulatory Standards


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Due to stepped-up government regulations, record retention compliance is increasingly important for all types of organizations, especially in the finance department. With a sound record retention schedule, and consistent implementation of it, your company will have a defensible storage and destruction strategy in place; which will help avoid penalties and litigation, and manage risk. Join us for this live, 60-minute webinar where you and your colleagues will discover:

  • How to develop a functional record retention schedule
  • Keys to instituting record retention policies & procedures
  • Ways to apply the schedule & your policies to electronic systems
  • Particular issues surrounding SharePoint directories & shared drives

  • Bonus: Attendees will receive a sample record retention schedule!

Program Highlights

  • Keys to Creating & Implementing a Strong Records Retention Program

    • What docs. should your retention program apply to?
    • Backups & emails: Policies you need to know
    • Unstructured data - what does this mean for your organization?
  • How to Develop an Effective Record Retention Schedule - Today!

    • Tools to determine appropriate retention periods
    • Overlooked electronic data you may be missing
    • Keys to developing procedures for safely destroying records
  • What are your Record Retention Requirements under Law?

    • Ways to unscramble the confusing regulatory puzzle
    • International rules you will need to begin to consider
    • Auditing & enforcement: How to stay out of hot water
  • Live Q & A Session -Have your specific document retention questions answered!

About The Speaker

John Montana, JD, CRM has been deeply involved in the legal aspects of records management and retention scheduling for over twenty years now. His experience involves both the legality and organizational issues associated with records and information management; including records retention schedules, emerging issues in content management and the Intranet, and the use of advanced storage media.

  • In 1999, Mr. Montana formed Montana & Associates to provide independent consulting on the full spectrum of legal and other issues surrounding records management discipline. In 2002, he formed PelliGroup and continued expanding his knowledge and expertise within the information governance field. Recently, he returned to his roots & re-launched Montana & Associates.
  • Mr. Montana is also a member of ARMA International, where he formerly served as a contributing editor on legal issues and continues to serve as a member of their publications committee. He is also a member of the American Bar Association, and a frequent local and national speaker on compliance, electronic records, discover, and other records management topics. John has also received acclaim for his mock trials, centering on records management, discovery response, spoliation and related issues.

Program Benefits

In this jam-packed, 60-minute webinar, our record retention expert will show you how to develop a strong retention schedule - which you can then implement at your organization right away.