Webinars Archives - Zasio

Retention Is Governance: Using Records Schedules as the Backbone of IGIM

Zasio — Thu, 26 Mar 2026 18:43:14 +0000

For many organizations, records retention schedules are viewed as static compliance documents (created once, referenced rarely, and disconnected from day‑to‑day business operations). In reality, a well‑designed and actively managed retention program is one of the most powerful and underutilized tools for effective information governance.

This webinar, hosted by ARMA International, reframes records retention as a core governance mechanism within the Information Governance Integrated Model (IGIM) and a foundational enabler of ARMA’s Generally Accepted Recordkeeping Principles® (The Principles®). Participants will explore how retention requirements sit at the intersection of business value, legal and regulatory obligations, risk management, and technology and how they can be leveraged to drive consistency, accountability, and defensible outcomes across the information lifecycle.

Drawing on real‑world experience, this session will examine how retention schedules support key principles such as Lifecycle Management, Availability, Protection, Compliance, and Transparency, and how they can be operationalized across modern digital environments. Attendees will learn practical strategies for modernizing retention programs, aligning them with IG goals, and embedding them into systems and processes to move beyond policy and into execution.

Whether you are refreshing an existing program or building governance maturity, this session will demonstrate why retention is not just compliance. It is governance in action.

Retention Is Governance: Using Records Schedules as the Backbone of IGIM

When: Thursday, April 30 at 12 p.m. (Mountain)

Presenter: Warren Bean, Vice President of Technology + Product Development

Registration: >>> HERE

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From Algorithms to Audit Trails: Managing AI Records End to End

Zasio — Fri, 06 Mar 2026 17:16:58 +0000

Artificial intelligence is becoming part of everyday work, but what happens to all the information it creates along the way? As AI tools are adopted across the workplace, they generate more than just outputs. They also create data, documentation, and records that raise important questions for records and information professionals.

This Virtual Coffee with Consulting is about making sense of “AI records.” This includes not only AI generated content and user interactions, but also the records created to support, manage, and govern AI tools, such as training data documentation, model oversight materials, and decision records. We’ll talk through which of these records are regulated or may relate to defensibility, which are not, and why that distinction matters when it comes to retention and risk.This will be a practical, real world conversation focused on the questions records and information professionals are grappling with right now. Our goal is to help you think through where AI fits into your current records management solution, where you might have ind spots, and how to move forward thoughtfully and confidently.

Join Virtual Coffee with Consulting: Tuesday, May 5, 2026 at 9 a.m. MT

Registration: HERE

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Virtual Coffee with Consulting: Securing High-Value Records in the Digital Age

Zasio — Fri, 26 Sep 2025 16:17:13 +0000

This presentation, co-hosted along with Boise Valley ARMA, will provide records and information management professionals with practical strategies for identifying and securing high-value and vital records across the enterprise. It will explore how to appraise the value of records using a decision tree that guides organizations in classifying information based on legal, operational, financial, and historical importance, and assigning appropriate protection levels in collaboration with IT, legal, and departmental stakeholders.

It will then cover key security measures, including access control protocols, system hardening techniques, data loss prevention (DLP) tools, encryption practices, the use of electronic vaults for long-term secure storage, and disaster recovery planning to ensure continuity and resilience. Attendees will leave with actionable insights and frameworks to strengthen their information governance and protect mission-critical data assets.

Note: This Virtual Coffee aired on Tuesday, Nov. 4. You can watch the recording HERE.

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Beyond the One-Dimensional Retention Schedule

Zasio — Wed, 20 Aug 2025 14:05:15 +0000

Business-oriented retention schedule management can do so much more than communicate how long to keep things. Hosted by ARMA International, this Zasio webinar will show you how system mapping and integration can make your RRS indispensable to the entire organization.

Beyond the One-Dimensional Retention Schedule

📅 Tuesday, Sept. 30 at 12 p.m. (MT)
☑️ Register: HERE

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Buckets, Benefits, and Boundaries: HR Records in a Growing Privacy Climate

Zasio — Mon, 30 Jun 2025 21:32:01 +0000

With evolving privacy regulations and increasingly complex HR data, organizations face a significant challenge in managing records effectively while meeting strict privacy standards.

This presentation explores why the ‘big bucket’ retention schedule remains a best practice for HR records, covering areas such as background checks, recruitment, drug testing, benefits, labor relations, and how to manage these buckets considering increased privacy pressures.

We’ll examine the obstacles companies face in aligning retention policies with privacy principles and standards and offer practical strategies to bridge the gap between operational simplicity and privacy.

We look forward to having you join us!

This webinar has already aired! You can register and view the recording HERE.

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Unlocking the Future of RIM with AI: Survey Today’s Landscape to Revolutionize Your Program Tomorrow

Zasio — Thu, 03 Apr 2025 18:38:43 +0000

Join Virtual Coffee with Consulting for an exciting journey into the world of AI-powered Records and Information Management!

While organizations quickly learn to use AI to leverage and extract optimal value from their information, it is also leading to more information, risks, and complexities. RIM professionals need to ensure they keep up with AI advancements impacting information across their organization while also using AI to improve and adapt their own program. During this session we’ll discuss how leading organizations are revolutionizing their RIM technologies and programs with cutting-edge AI innovations and enhanced governance. From automating tedious tasks to enhancing searchability, classification, and compliance, AI is transforming the way we manage records and information.

Attendees will gain an overview and insights into this rapidly evolving landscape and leave with ideas on how to modernize their programs and processes. Don’t miss the chance to stay ahead of the curve and lead the charge in the future of RIM!

Unlocking the Future of RIM with AI: Survey Today’s Landscape to Revolutionize Your Program Tomorrow
Note: This webinar was held May 20. You can watch it HERE.

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When Data Becomes a Record: Tackling the Master Data Retention Question

Zasio — Fri, 21 Feb 2025 15:51:50 +0000

Is data a record? Traditionally, no—so it’s often excluded from records retention schedules. However, this leaves records managers without clear guidelines for data deletion. This session tackles that dilemma, offering some practical tips and tools for RIM professionals. We’ll explore how managing data effectively allows RIM to collaborate with HR, privacy, compliance, security, technology, and legal teams, breaking down Information Governance silos.

Join Warren Bean, Vice President of Technology & Product Development, and Rick Surber, Senior Consultant and Co-Manager of Consulting, for this insightful conversation.

When Data Becomes a Record: Tackling the Master Data Retention Question
This webinar aired Tuesday, March 25. You can view the recording HERE.

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Kickstart Your 2025: Revamp Your RIM Program!

Zasio — Thu, 09 Jan 2025 19:34:53 +0000

It’s time to Revamp Your RIM Program! A new year is always an opportunity to reboot, reimagine, or reignite. Is your Records and Information Management (RIM) program ready for the challenges of the year ahead? Don’t let outdated approaches hold you back, and don’t be afraid to get started with a plan! Join the Zasio Consulting team for tips on building or refining your organization’s RIM strategy to ensure it’s not just functional, but future ready.

In this Virtual Coffee Session, we’ll walk through:

The fundamentals of an effective RIM program
Practical approaches for adequacy, maturity, and future state
How to identify your RIM priorities and develop clear roadmap for success

Start 2025 on the right foot by taking a fresh look at your RIM strategy. Whether you’re aiming to improve compliance, streamline processes, or enhance overall efficiency, we’ve got you covered to revamp your RIM program!

Watch Feb. 18 Virtual Coffee with Consulting

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Watch past sessions of Virtual Coffee with Consulting

Creating a Workable Email & Messenger Retention Strategy

Is your organization struggling to manage email and messaging retention schedule management? If yes, you’re not alone. These tools are central to daily operations but can easily become cluttered with redundant, obsolete, and trivial (ROT) information, making it challenging to separate valuable records from the noise. Managing this information without disrupting established processes can be particularly challenging. Join Jenn and Rick for the next Virtual Coffee webinar, where we’ll explore best practices for effectively managing email and messaging retention. We’ll discuss top strategies, share practical, hands-on solutions, and provide guidance on implementation while avoiding common pitfalls. Watch Sept. 26 Virtual Coffee Session

Mastering RIM Policies: Strategies for Writing, Training, and Enforcement

Join us for this empowering webinar to gain essential tools for developing and maintaining RIM policies effectively. Explore ways to craft clear, concise policies and learn successful communication and training tips for maximum adherence. Discover wise enforcement strategies that prioritize education and compliance over punishment, fostering a culture of voluntary compliance. Whether seasoned or new to the field, this webinar provides invaluable guidance to enhance RIM excellence in your organization. Watch July 23 Virtual Coffee Session.

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Virtual Coffee: Creating a Workable Email & Messenger Retention Strategy

Zasio — Tue, 13 Aug 2024 15:41:20 +0000

Is your organization struggling to manage email and messaging retention? If yes, you’re not alone. These tools are central to daily operations but can easily become cluttered with redundant, obsolete, and trivial (ROT) information, making it challenging to separate valuable records from the noise. Managing this information without disrupting established processes can be particularly challenging.

Join Jenn and Rick for the next Virtual Coffee webinar, where we’ll explore best practices for effectively managing email and messaging retention. We’ll discuss top strategies, share practical, hands-on solutions, and provide guidance on implementation while avoiding common pitfalls.

What: Virtual Coffee w/ Consulting: Creating a Workable Email & Messenger Retention Strategy
When: Thursday, Sept. 26 at 9 a.m. (MT)
Where: Register

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Recording: Move or Manage: Determining When Manage-in-Place Makes Sense

Zasio — Thu, 08 Aug 2024 15:44:24 +0000

Last month, Zasio spoke to an ARMA International audience as part of the organization’s four-part webinar series dedicated to mastering retention schedules.

If you missed the opportunity, ARMA has graciously made the video available for viewing!

Move or Manage: Determining When Manage-in-Place Makes Sense

The Manage in Place concept is gaining in popularity, but many questions remain about when it makes sense to use it, and when it doesn’t. This presentation will look at multiple record-keeping scenarios to come up with criteria to help you determine when records should be managed where they live or moved to another system.

Warren Bean, Vice President of Technology & Product Development, along with Frank Fazzio, Senior Analyst from Zasio’s Consulting team, led this important discussion!

You can view the recording HERE. Note: The webinar is password protected! m+54F+Gn

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