Introduction to Modern Records Management: Creating a Records Policy and Schedule
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Effective records program not only ensure compliance, but also reduce privacy and litigation risks, lower costs and make employees more productive. The past 10 years has seen a significant shift in how companies develop, execute and mange their records and other information. A cornerstone of a program is a modern, compliant and easier-to-execute records retention schedule. Topics in this ACC Webcast include:
- Key concepts of a modern records program
- Creating a compliant and easier-to-execute records retention schedule
- Techniques for gaining agreement with legal, IT, business units and employees on what information to save and not save including email, files and other electronic information
- Designing a schedule that is both compliant and much easier to execute
Generously sponsored by Contoural
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...
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.
