Gain
an understanding on document management ethics and best practices.
All credit and collection agencies hold personally identifiable financial information for their clients in either electronic or physical formats. How should an agency manage that data and when should an agency destroy that information?
This material will cover the reasons behind establishing and maintaining a records management program and will provide guidelines for when records, regardless of format, should be destroyed and when they should not be destroyed.
Learning Objectives:
- You will be able to define records management.
- You will be able to describe a records management program.
- You will be able to discuss records retention and destruction.
- You will be able to explain ethical considerations in regards to a records management program.
This Live Webinar Covers These Hot Issues:
Reasons for Implementing a Records Management Program
- What Is a Document?
- What Is a Record?
- What Is Records Management Program (RMP)?
- Why Develop an RMP?
Records Retention and Destruction
- Guidelines
- Legal Actions and Suspension of Records Destruction
Ethical Considerations
- Your Clients' Records
- Your Company's Records
Credit Information: (Sponsored by Lorman Education Services)
- CLE
- CPE
- NASBA
For Detailed Credit Information page
click here
Only registered attendee will receive continuing education credit.
Faculty
Mark J. Fidel, RiskSense, Inc.
- Licensed attorney in New Mexico
- Co-Founder of RiskSense, Inc., a cyber risk-based vulnerability management company
- Owner of Applied Records Management which provides records management consulting to law firms and other businesses for 15 years
- J.D. degree, University of Denver Sturm College of Law
- Can be contacted at 505-241-9669 or Mark.fidel@risksense.com
(Not available outside the US)