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Records Retention: How to Manage Records, Avoid Legal Costs
Webinar
11 AM CT
Presenter(s): Ashish Prasad & Jim Coulson
Duration: 1 hour
Pricing:
$299 - Live, Download or CD
$249 - (for Affiliation Members)
$349 - Live + Download or Live + CD
A Records Retention Schedule is an effective tool for safeguarding your institution’s crucial interests and significantly lowering administrative and legal costs. Some institutions seek short-cuts and end up with a retention policy that no one uses because they lack confidence in its completeness and accuracy. An expensive development cycle then repeats itself every few years as the company is buffeted by litigation, regulatory reviews, mergers, acquisitions and growth.
In this webinar, two respected experts in Records Management and eDiscovery will address the records retention and management issues that are pertinent to all size institutions- from community banks to regional banks to credit unions. Don’t miss an excellent opportunity to learn about records retention and its impact on eDiscovery, privacy and efficiency in your institution.
Topics include:
- The significant benefits of a records retention schedule and policy
- Expectations of the regulators and litigators regarding records retention
- How your institution can effectively and efficiently build a retention schedule
- How a retention schedule can be made relevant in an electronic world
- Whether an ESI Data Map is a necessary part of a good records retention program
- How a good records retention program integrates with a legal hold program
- How to set up a defensible program to get rid of obsolete and redundant information
BIO: Ashish Prasad
Ashish Prasad is widely regarded as among the leading experts on discovery in the United States. He has served, among other things, as Litigation Partner, Founder and Chair of the Mayer Brown LLP Electronic Discovery and Records Management Group, Executive Editor of The Sedona Principles: Best Practices Recommendations & Principles for Addressing Electronic Document Production (2004), Co-Editor in Chief of the Practicing Law Institute treatise Electronic Discovery Deskbook: Law and Practice (2009), Adjunct Professor of Law at Northwestern University Law School, Chair of the Defense Research Institute Electronic Discovery Committee, and Chair of the Advisory Council of the National South Asian Bar Association. In addition to having extensive experience in managing all aspects of discovery in litigation and investigations, Ashish has authored over a dozen article and given over a hundred continuing legal education seminars, on topics of electronic discovery before judges, practicing lawyers and industry groups in the United States, Europe and Asia. Ashish is a graduate of the University of Chicago Law School, where he was a member of the Law Review and the University of Michigan, where he graduated with High Honors and High Distinction.
BIO: Jim Coulson
Jim Coulson is Managing Director of Huron Consulting Group where he has developed their global records and information management consulting services. Prior to joining Huron, Jim was founder and Principal of Records Improvement Institute LLC. Involved in records management for over thirty years, Mr. Coulson is co-author of the second edition of Records Management Handbook and an editor of the ABA Records Management Toolkit. He is a Certified Records Manager (CRM), Fellow of ARMA International and a recipient of the prestigious Emmett Leahy Award, widely regarded globally as the highest award in the field of records and information management.
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