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Advanced Records Retention

presented by Lorman Education Services
View the Lorman Education Services Profile and Course Listings


Advanced Records Retention

Workshop Description/Agenda

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.

Tailoring the Records Retention Policy
ï Reasonableness
ï Flexibility and Scalability
ï Defensibility

Staffing Requirements and Options
ï Defining Roles and Responsibilities
ï Training
ï Auditing

Observing Preservation Obligations
ï Preservation Triggers
ï Defining Roles and Responsibilities
ï Tailoring Legal Holds
ï Processes and Procedures for Managing Legal Holds

Coming to Terms With Document Destruction
ï Handling Hoarding
ï Destruction in the Face of Legal Holds
ï Destruction of Metadata, Deleted Data, etc.

Managing Information in the Cloud
ï Defining the Cloud
ï Identifying Issues With Information Management in the Cloud
ï Mitigating Pitfalls With Information Management in the Cloud

Karen A. Monsen with King & Sommer, PLLC

AIPB ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request.

Who Should Attend

This live webinar is designed for controllers, CFOs, tax managers, tax preparers, accountants, CPAs, accountants, bookkeepers, presidents, vice presidents, directors and attorneys.

Additional Information

Training Provider: Lorman Education Services

Course Topics: Accounting Training > Taxation

Training Course Summary: Advanced Records Retention

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