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Creating a Modern Records Retention Schedule That is Compliant, Easy to Execute, and Supports Privacy and AI (May 28, 2025)

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In today’s rapidly evolving digital landscape, traditional records retention schedules are no longer sufficient. As organizations face increasing recordkeeping requirements, emerging privacy rules, and the need to embrace AI, retention policies must evolve from a “check-the-box” task into a strategic policy that drives compliance, eliminates data minimization conflicts, and enhances productivity. Join Kaye Cyrus, Director of Legal and Compliance at Office Practicum, and Mark Diamond and Tom Mighell from Contoural, for this insightful Webcast to learn how to create a modern, compliant, and easier-to-execute records retention schedule. 

Key Takeaways: 

• Understand the elements of a modern schedule: Integrate compliance, privacy, and business value into your records retention policy. 
• Resolve data minimization and recordkeeping conflicts: Resolve potential conflicts between retention rules and privacy data minimization mandates. 
• Enable automation: Design a schedule that supports automated classification and disposition for improved efficiency. 
• Foster AI Alignment: Learn how a schedule can either help or hurt compliant use of generative AI. 
• Build consensus: Learn strategies to align business groups on what information to retain, how long to keep it, and what can and should be defensibly deleted. 

 Generously sponsored by Contoural and theInformation Governance Network   

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Creating a Modern Records Retention Schedule That is Compliant, Easy to Execute, and Supports Privacy and AI
05/28/2025 at 2:00 PM (EDT)  |  Recorded On: 05/28/2025  |  61 minutes
05/28/2025 at 2:00 PM (EDT)  |  Recorded On: 05/28/2025  |  61 minutes
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Certificate Claim Area
US States: CA, GA, IL, LA, MN, MO, OH, PA, TN, TX, and WA
Up to 1.20 CLE credits available  |  Certificate available
Up to 1.20 CLE credits available  |  Certificate available ACC has filed directly with the following states: California, Georgia, Illinois, Louisiana, Minnesota, Missouri, Ohio, Pennsylvania, Tennessee, Texas, and Washington. Please select you state and enter your bar number to have your certificate generate fully.
US States: AK, AZ, CT, HI, MT, NH, NJ, NY, ND
Up to 1.20 CLE credits available  |  Certificate available
Up to 1.20 CLE credits available  |  Certificate available ACC uses interstate reciprocity rules to grant credit in the following states: Alaska, Arizona, Connecticut, Hawaii, Montana, New Hampshire, New Jersey, New York, North Dakota. Please select you state and enter your bar number to have your certificate generate fully.
US States: AL, CO, FL, ID, IA, IN, KY, ME, MS, NE, NV, NC, OK, OR, PR, RI, SC, UT, WV, WI, and WY.
Up to 1.20 CLE credits available  |  Certificate available
Up to 1.20 CLE credits available  |  Certificate available ACC has not made an application for credit in the following states: Alabama, Colorado, Florida, Idaho, Iowa, Indiana, Kentucky, Maine, Mississippi, Nebraska, Nevada, North Carolina, Oklahoma, Oregon, Puerto Rico, Rhode Island, Utah, West Virginia, Wisconsin, and Wyoming. The certificate provided here is to aid your personal application for credit to your state regulator.

Kaye Cyrus

Director of Legal and Compliance

Office Practicum

Kaye Cyrus is a results-driven legal executive with more than 20 years’ experience in corporate law, privacy, regulatory compliance and risk management. She is known for confronting challenge with courage and confidence, leading high-performing teams and influencing and advising C-Suite executives on high stakes matters.
 
She is currently the Director of Legal and Compliance at Office Practicum, responsible for the organisation’s corporate legal matters. Kaye is the chair for the ACC’s Information Governance Network and immediate past-vice chair of Women in the House (WITH) Network.
 
She holds a JD from Cardozo School of Law, and a BA in English and Political Science from Long Island University.

https://www.linkedin.com/in/kaye-cyrus-123713/

Tom Mighell

Vice President of Delivery Services

Contoural, Inc.

Mark Diamond

CEO

Contoural

This program originally aired on May 28, 2025. Please note that the on-demand format of this program is not eligible for CLE/CPD credit.