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Overview
Records policies and schedules for defining what and how long files, emails, other electronic information and paper should be saved and for how long have changed very little over the years. Yet with data volumes increasing, conflicting privacy requirements emerging, increased work-from-home employee collaboration needs, and now new AI governance requirements these traditional schedules are falling short. Today companies are adopting modern, compliant, and easier-to-execute schedules. Join us as we discuss how schedules and records programs can be modernized to meet these new demands:
- Meeting competing records retention and privacy requirements – 10 minutes
- Ensuring schedules support AI governance requirements – 10 minutes
- Getting agreement across legal, privacy, risk, IT, and especially the business units on what to save and what can and should be deleted – 10 minutes
- Enacting the “five second rule” for employee program compliance – 10 minutes
- Automating retention and disposition – 10 minutes
- Real-world strategies for breaking employees “save everything forever” bad habits – 10 minutes
Who Should Attend: Compliance, Audit, Legal, Risk, IT and allied professionals involved with records management and retention
Program Level: Overview
Prerequisites: None
Advanced Preparation: None
Faculty:
Kerry Childe
Contoural, Inc.
Mark Diamond
Contoural, Inc.