A Dozen Ways to Save Money on Your Records Program
Includes a Live Web Event on 09/23/2025 at 12:00 PM (EDT)
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Developing your organization's records retention policy and schedule may have seemed challenging, but that's only the beginning. The real work begins now: implementing and enforcing these guidelines across your organization, particularly with the surge of electronic records, including documents, emails, and structured data.
Organizations often struggle with records overload, raising important questions: How can automation ease the burden on employees while ensuring compliance? Once policies, procedures, and technology are established, how do we successfully engage business units and individual employees to abandon document-hoarding behaviors? And critically, how can we maintain consistency and compliance across the enterprise—especially when resources are limited?
Join us as we explore:
- The five-second rule – Why the entire process for employees classifying emails and files can’t take longer than five seconds.
- Automating implementation using technology you already own – Nearly all of implementation – including the five-second rule – can be accomplished without buying any new technology.
- What does rollout look like? – From configuration to pilots to rollout to training, the practical, steps to implement your schedule across the organization.
- Getting IT and other stakeholders to own their part of the implementation – The art of partnering with IT and other groups to support and co-own these initiatives.
- Playing well with others – Avoiding conflicts with eDiscovery, privacy and AI initiatives.
- Ensuring compliance and defensibility – Ensuring imperfect processes can withstand legal and regulatory scrutiny.
- Engaging business units – Happily, not begrudgingly – How to change the perception of implementing a records program as a “win” for business units and employees.
With the right approach, executing your records policy and schedule and only doable, it brings new value to the organization. Join us for a lively discussion.
Generously Sponsored by Contoural
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Stacey Shaw
Assistant General Counsel
Careington International Coropration
Mark Diamond
CEO
Contoural
https://www.linkedin.com/in/ma...
Mark Diamond is one of the industry thought leaders in Information Governance and AI Governance encompassing records & information management, litigation readiness, control of privacy and other sensitive information, defensible disposition and employee collaboration and productivity. His company, Contoural, has helped more than 30% of the Fortune 500 plus many mid-sized and smaller organizations as well as public sector entities. As a trusted advisor he and his company help bridge legal, compliance and business needs and policies with effective legal and IT strategies and processes. Mark is a frequent industry speaker, presenting at numerous Legal and IT industry conferences as well as online venues. Additionally, Mark addresses more than one hundred internal corporate audiences each year with onsite seminars Mark is founder, President & CEO of Contoural, Inc. Under his leadership, Contoural has grown to be the largest independent provider of Information Governance strategic consulting services. As an independent provider Contoural does not sell any products, provide any document review nor supply document warehousing services. Providing innovative approaches, these strategies help simplify complex issues, build consensus, ensure compliance, and reduce risks and lower costs. He is a frequent legal and compliance author and speaker at conferences and industry events. He also served as Chair of the Storage Networking Industry Association customer advisory board on data security. Previously, Mark was co-founder of Symantec’s (OpenVision) Professional Services group. Additionally, he was founder and General Manager, Worldwide Professional Services for Legato Systems, as well as Vice President of Worldwide Professional Services at RightWorks, a provider of business application software to the B2B marketplace. Additionally he has worked as a management consultant. Mark sits on the board of advisors for high technology companies. He has a Bachelors degree in Computer Science from the University of California San Diego. Mark is former President of the UC San Diego Alumni Association, and served as a Trustee of the university’s foundation.
Tom Mighell (Moderator)
Vice President of Delivery Services
Contoural, Inc.
I work with corporations and their lawyers to develop defensible information governance programs, including the development of policies, retention schedules, procedures, records management organizations, and training materials to ensure employees understand and adopt changes to their records management practices. I also work with organizations to assess their privacy risks, and to implement the policies and processes to help them comply with relevant privacy regulations.
I also work with these companies to ensure that their people, processes and technologies will support an efficient, repeatable, and defensible e-discovery process, when electronic records are requested in litigation, investigations, or other legal matters. I assist corporations in assessing their readiness to respond to an electronic discovery obligation, and develop response plans that companies can use to strengthen the credibility of their e-discovery programs.
