Save It, Shred It, Delete It? Corporate Counsel’s Guide to Record Retention

recording Save It, Shred It, Delete It? Corporate Counsel’s Guide to Record Retention

You Will Learn:

  • Ensure compliance with record-retention requirements under federal and state laws
  • Draft and audit electronic records retention programs
  • Strive for optimal preparedness for litigation and e-discovery
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Do you know how long to keep records, how they should be stored, and who should have access to various files?

Consistent management of documents and data reduces litigation exposure and regulatory criticism. However, conquering the challenges you encounter in managing, retaining, and disposing information on the road to legal compliance is more complicated than ever.

In fact, as the number of laws and risks related to governing records management continues to increase, it becomes even more paramount that organizations and their counsel follow best practices.

Learning Objectives

This information-packed webinar will help you navigate the complex universe of document retention rules and practicalities, including:

  • Mandatory record-retention requirements under federal and state laws
  • Keys to drafting records retention policies and protocols
  • Types of records that can and cannot be stored electronically
  • How to avoid paperless pitfalls that can increase litigation exposure or violate the law
  • Best practices for storage, retrieval and collection of ESI

What Are Your Records Retention Requirements Under Law?

  • Obligations  imposed by statutes, regulations and case-law
  • Are electronic files, websites and emails subject to the same obligations as paper?
  • Which information should you destroy and how
  • When you should create detailed logs of record-purging and back-up activities

Drafting and Auditing Electronic Records Retention Programs

  • Key elements of an e-records retention policy
  • Related policies and protocols you need now
  • Record retention and “the cloud”: What must be addressed
  • Security protocols that protect confidential and proprietary information
  • Key types of ESI to consider in developing organizational policies

How to Strive for Optimal Preparedness for Litigation and eDiscovery

  • How safe is “safe harbor”: Three questions to anticipate from litigation counsel
  • When and how to implement a litigation hold, notwithstanding your record retention schedule
  • Strategies to reduce the odds of “smoking gun” documents, messages or posts haunting you
  • Best practices for collecting data in response to eDiscovery requests

Product ID: 5561

Bonus Material

Your webinar includes the top-selling guide, Record Retention Compliance & Best Practices – a $347 value – absolutely FREE!

Record-Retention-Cover-LargeThis comprehensive, 55 page guide gives you all the guidance and support materials you and your managers need to ensure record retention compliance including:

  • Benefits of a Quality Records Retention Program
  • What Is an Effective Records Program?
  • Records Retention is a Company-Wide Project
  • Creating a Successful Program
  • Policy
  • Procedures
  • Litigation Holds
  • Implementation Of Your Retention Policy
  • You Can Retain Too Much
  • Going Paperless
  • Medical Records
  • I-9 Forms

This essential guide also includes finger-tip access to 25 extra pages of sample materials and relevant policy information, including:

  1. Suggested Retention Guidelines
  2. The FLSA Fact Sheet
  3. The FMLA Forms
  4. Sample Record Retention and Destruction Policy
  5. Record Retention Policy Checklist

So, don’t delay! Register now for this information-packed webinar and get Record Retention Compliance & Best Practices absolutely FREE! You save $347!

Learn How to Navigate the Complex Universe of Document Retention Rules and Practicalities!

Order my recording now


Robert Brownstone
Robert Brownstone
Technology and eDiscovery Counsel and Co-Chair, Electronic Information Management, Fenwick & West LLP

Mr. Brownstone advises clients on electronic discovery, electronic information management, retention/destruction policies and protocols, information-security and privacy. He is a technologist who has practiced law for 28 years, with morethan half that time at Silicon-Valley-headquartered Fenwick & West LLP.

Continuing Education Units

  • cle

    C4CM provides audio conference attendees with CLE credit processing services. To expedite C4CM processing your CLE request, please complete and submit the evaluation form available from C4CM at the conclusion of the audio conference. It will be necessary to enter the following information: name of each attorney requesting CLEs with full contact information, including e-mail address, bar number, and the state in which the attorney wants credits. Each attorney requesting credits must submit an evaluation.

    Please be advised C4CM audio conferences are subject to approval from each CLE issuing organization and approval is not guaranteed (state bar associations in Delaware, Indiana, Kansas, Ohio, and Pennsylvania do not grant CLE credits for audio conferences). The approval process takes approximately 6 – 8 weeks for most organizations but can take as long as 3 – 4 months. You will be notified via e-mail with the final status of your CLE application.

    Any person applying for CLE credits must attend the audio conference from start to finish (attendance will be taken for compliance reasons). Requests for CLE credits must be received no later than two weeks following the conclusion of the audio conference or live conference. CLE credits are not available for CD recordings.

    If you have any questions regarding CLE credits, contact Jill Adler at 631.368.2082 x 21 or

Learn How to Navigate the Complex Universe of Document Retention Rules and Practicalities!

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