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Document Retention Tips for Administrative Professionals

Learn the necessary record retention knowledge and skills to make informed decisions with regards to guidelines.

Many organizations effectively utilize their document management systems to conduct daily business, but many also have difficulty understanding when and why they should destroy documents, both electronic and physical documents. This topic will help you understand the importance of establishing a records management program which should include retention and destruction policies and procedures. Further, you will be able to assist your clients in understanding and applying these principles. By failing to apply these principles, organizations risk not having the right documents available when they need them, but more importantly they risk having those documents, that should have been destroyed, available at the wrong time.

Runtime: 90 minutes
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Why Lorman?

Over 32 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

Overview and Reasons for Implementing a Records Management Program in Your Organization

  • What Is a Document?
  • What Is a Record?

What Is a Records Management Program?

  • Why Develop an RMP?
  • Ethical Considerations

Records Retention and Destruction Guidelines

  • Litigation Hold
  • Proper Destruction
  • Improper Destruction
  • Ethical Considerations

Your Clients' Records

Your Own Organizations' Records

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Why Lorman?

Over 32 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

OnDemand Webinar

This course was last revised on April 23, 2019.

Call 1-866-352-9540 for further credit information.

  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     

Audio & Reference Manual

No credit available.

MP3 Download

No credit available.

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Why Lorman?

Over 32 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

Mark J. Fidel

Mark J. Fidel

RiskSense, Inc

Mark J. Fidel, JD, MBA

  • Co-founder and head of corporate development for RiskSense, Inc
  • Conducts regular seminars and workshops on numerous topics concerning cyber risk management, cyber security and records management
  • Licensed attorney in New Mexico
  • J.D. degree, University of Denver Sturm College of Law; B.A. degree in finance and economics, New Mexico State University; Executive M.B.A. degree, University of New Mexico
  • Can be contacted at mark.fidel@risksense.com or 505-241-9669
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Why Lorman?

Over 32 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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Product ID: 404500
Published 2019
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