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

Includes a Live Web Event on 05/28/2025 at 2:00 PM (EDT)

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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)  |  60 minutes
05/28/2025 at 2:00 PM (EDT)  |  60 minutes
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Certificate Claim Area
US States: CA, GA, IL, 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, 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.

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.

https://www.linkedin.com/in/to...

Mark Diamond

CEO

Contoural

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.

https://www.linkedin.com/in/ma...