Gain valuable information for successfully organizing, storing, archiving, and destroying
your organization's critical business documents.
Now, more than ever, it is absolutely critical that you maintain accurate records,
be able to access them immediately, and store and dispose of them properly. Many
organizations (perhaps yours?) lack a records retention policy or systematic records
management process, instead relying on a haphazard approach that can place them
in legal jeopardy.
Learn how to build an effective records management, retention, and destruction program
in just one day of focused, information-packed training …
- How to plan, develop, and implement a records management program from the ground
up
- The Records Retention Audit: an easy way to assess the entire content of your files
- Guidelines that help you identify the types of records, forms, and documents you
should maintain access to, archive, or destroy
- Why saving records for too long can be as harmful as too-hasty records destruction
- Records management software: what works, what doesn't, and what's best for your
organization
- Security methods for storing and accessing sensitive documents and information
- Best practices to ensure compliance with HIPPA, SEC, ISO, AICPA, and more
- How to deal with e-mail, Internet materials, and other electronic documents
- 3 ways to ensure full employee cooperation and compliance at every level
of your organization
This seminar features leading-edge insight into the latest court rulings, regulatory
requirements, and legal developments. Don't miss your chance to get up to date on
trends, legislation, and laws relating to records management and retention.
Have you established consistent policies and procedures that are laid out clearly
to everyone involved with records retention? Do you know how to respond to a request
for litigation discovery, what to do if your organization undergoes a government
investigation, and how to handle various crises and disasters that might affect
your critical records and vital information?
Records Retention and Destruction provides the framework you need to develop
a records retention program that is effective, efficient, and in compliance with
regulatory and legislative practices. You will learn how to ensure that employees
implement the policies and procedures you initiate … gain tools and tips
for keeping your program current … discover the methods best suited to your
organizational needs for not only storage and retrieval, but also the often daunting
task of records destruction … and get a "crash course" in the latest
legal developments pertaining to records. This seminar is jam-packed with practical,
real-world solutions you can put to work as soon as you return to the office. Fascinating
case studies, examples, and "best practices" offer an exciting window
into the most effective records retention programs in today's organizations, from
large corporations to small businesses, to reveal what works and what doesn't.
Could your records retention policy use an overhaul?
- Is your records retention program outdated or difficult to access and maintain?
- Are your file cabinets bloated and desktops stacked with documents and files no
one is quite sure what to do with?
- What about all those boxes of floppy disks tucked away in storage rooms? Are you
sure there's nothing important or dangerous lurking on old hard drives?
- Can you confidently say the records in your organization are in complete compliance
with the newest legislation and regulatory requirements?
Attend this one-day course and find out how to assess and troubleshoot your current
system. You'll learn how to review it with a critical eye and develop a solid, workable
records retention program that serves your organization and employees effectively.
Read Seminar Agenda
Records Retention and Destruction Seminar Overview
Records retention basics: How to create an effective program for your organization
- The importance of being able to identify the different types of records, documents,
and forms critical to your organization
- Compliance from within how to make sure employees follow records retention
guidelines (Hint: threats don't work!)
- How to train employees, vendors, and others on the specifics of your system
- The best, most effective ways to inventory documents and records
- Records management software whether to invest in it, and which programs would
work best for your company
- How to deal with physical and digital space constraints
- The "life cycle" of a record, and how to determine whether a document
should be archived, placed in "easy access," or destroyed
- Destruction methods: the most cost-effective, efficient, and secure choice for your
organization
- What to do with older media such as michrofiche, microfilm, floppy disks, CDs, Zip
files, and more
Back to Seminar Overview
Laws, rules, and regulations: How to stay in compliance with the latest requirements
- Government and industry Web sites and resources to help you stay current and compliant
- legal issues that can affect your records destruction process what you need
to know now
- Information security considerations for storage and access procedures
- Guidelines for retaining various documents for government purposes what to
save, and for how long
- The ramificiations of HIPAA legislation and the Sarbanes-Oxley Act
- Rules for retaining personnel records, accident reports, government agency citations,
and more
- How to protect and secure your organization's assets: trademarks, patents, copyrights,
formulas, databases, and more
Back to Seminar Overview
Security issues: How to protect your organization and its employees
- Copy control: the best strategies for managing authorized and unauthorized duplication
of materials
- How to protect all sensitive, confidential materials when storing, accessing, and
transferring them
- Security methods for storing and accessing sensitive documents and information
- Retention schedules and status timelines for arching and destroying records
- Your records retention disaster plan: How to protect sensitive data and mission
critical records in case of an emergency
- Records that should be retained off-site
Back to Seminar Overview
E-mail, IM, Web content, and more: How to establish policy on electronic records
- The unique problems created by e-mail messages and other paperless records
- How to store and manage electronic data through the latest records management software
- Guidelines for the length of time to keep e-mail, instant messages, and cell phone
records
- How to determine the critical levels of importance for various types of electronic
records
- The truth about "personal" e-mails and phone conversations: How to access,
store, and destroy these sensitive materials
- Legal issues surrounding personal electronic messages what you need to know
as a records retention expert
- Which electronic records are critically important to back up, and how often
- What could happen if employees take backup data home: little-known issues that will
help you establish policy
- Rules on protecting the databases and information repositories that drive the financial
success of your organization
- When it's time to remind employees what's proprietary, confidential, and not for
public consumption
Back to Seminar Overview
Fred
Pryor Seminars and CareerTrack are 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 website: www.learningmarket.org.
This course qualifies for 6 Intermediate Business Management & Organization
CPE credits. Already attended this course? You can obtain a certificate documenting
your CPE credits by visiting our
certificate page. Certificates will be available 10 days after your event
has ended. You can find more information on CPE credits, including a complete list
of eligible courses, in our FAQs.
To find out more about Records Retention and Destruction, contact our customer
service department at customerservice@pryor.com
or by phone at (800) 780-8476.
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