Date: Thursday, July 23rd

Time: 11:30 a.m. – 12:30 p.m. MT

RSVP: https://attendee.gotowebinar.com/register/1982224159889546764

Speakers: Rick Surber IGP, CRM and Jennifer Chadband, CRM, IGP, ECMp

Description: Records and Information Management (RIM) Professionals often struggle with determining how long records should be retained for legal purposes. In-house counsel, staff attorneys, and law departments are usually too busy keeping up with litigation and regulatory projects to help with RIM research, leaving these efforts to the RIM Team. This session explores what factors go into determining the legal retention requirements, such as state/federal laws/statutes/guidelines, statutes of limitations, accrediting body requirements, duration of licensures and other legal factors.

Learning objectives include:

• Questions that records managers should ask their business units in order to get a starting point for their research.
• Resources and tips for records managers conducting legal research.
• Strategies for mapping legal requirements to your records retention schedule.

Contact Information: Michelle Lynch | michelle.lynch@zasio.com | 800-513-1000 ex. 831

Speaker Bios

Jennifer Chadband, CRM, IGP, ECMp has worked in records and information management since 2012. As a Senior Analyst and Licensed Attorney in the Consulting Division at Zasio, she specializes in the development of records retention schedules for clients, including their compliance with legal requirements and risk minimization. Jennifer’s experience spans a diverse range of industries and she maintains familiarity with records retention laws in over 100 jurisdictions. She received both her undergraduate and Juris Doctor degrees from the University of Idaho and received a Master’s Degree in Globalization and Development from the University of Warwick, United Kingdom. Jennifer currently serves on the Board of Directors for the Boise ARMA Chapter.

 

Rick Surber, CRM, IGP has worked in records and information management since 2009. As a Senior Analyst and Licensed Attorney in the Consulting Division at Zasio, he specializes in the development of records retention schedules for clients, including their compliance with legal requirements. Rick is also responsible for managing the legal research supporting Zasio’s Versatile Retention software product. Rick is currently the President of the Boise ARMA Chapter. He received his undergraduate degree from Boise State University and earned his Juris Doctor’s degree from University of Idaho College of Law.

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