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Advanced Records Retention

Date: Tuesday, February 26, 2019
Time: 1:00 - 2:40 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00


Learn about tailoring your records retention program for your organization, and how to make sure employees adopt it, embrace it, and follow it.

Having built a basic records retention framework, a policy and schedules, it is time to ensure it meets practical and legal muster, and is feasible in the workplace.

Ensure your program satisfies legal preservation requirements both when legal holds are in place and when destroying information, and learn how to succeed when you put your records in the cloud.

Learning Objectives:

  • You will be able to discuss how to tailor your records retention policy.
  • You will be able to review staffing requirements and options.
  • You will be able to describe how to come to terms with document destruction.
  • You will be able to explain how to manage information in the cloud.
This Live Webinar Covers These Hot Issues:

Tailoring the Records Retention Policy

• Reasonableness
• Flexibility and Scalability
• Defensibility

Staffing Requirements and Options

• Defining Roles and Responsibilities
• Training
• Auditing

Observing Preservation Obligations

• Preservation Triggers
• Defining Roles and Responsibilities
• Tailoring Legal Holds
• Processes and Procedures for Managing Legal Holds

Coming to Terms With Document Destruction

• Handling Hoarding
• Destruction in the Face of Legal Holds
• Destruction of Metadata, Deleted Data, etc.

Managing Information in the Cloud

• Defining the Cloud
• Identifying Issues With Information Management in the Cloud
• Mitigating Pitfalls With Information Management in the Cloud

Credit Information (Sponsored by Lorman Education Services):

  • CLE
  • CPE
  • AIPB

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


Karen A. Monsen, King & Sommer, PLLC

  • Attorney in the law firm of King & Sommer, PLLC
  • Practice areas include employment law, commercial litigation, technology contracts, and intellectual property with an emphasis on electronic discovery, forensic investigations, cybersecurity, and document retention and destruction implementation
  • Recognized as a San Antonio Business Journal outstanding lawyer in labor and employment in part based on her work in cybersecurity and forensic investigations of employee wrongdoing, obtaining numerous court orders to protect employer interests
  • Conducts frequent seminars and workshops on e-discovery, employment law, and document retention, including for example, "Employee Document Retention and Destruction Policies and Strategies,” “Right to Work Laws in Texas,” “Electronic Record Retention: Mistakes HR Professionals Can Avoid,” “Privacy, Social Media, and Technology Issues,” “Keep Calm and E-Discover On,” and “How Has the Supreme Court Changed Employment Practices?”
  • Wrote articles related to the areas of employment law and major contributor to e-discovery textbook published by the State Bar of Texas; “Employment Law Issues When Buying and Selling A Business in Uncertain Times”; "When First Amendment Rights Collide," San Antonio Lawyer
  • Vice president of programs for the San Antonio chapter of ARMA
  • Can be contacted at

(Not available outside the US)