webinar Archives - Zasio https://zasio.com/tag/webinar/ Digital Records Management Software Tue, 28 Apr 2026 16:06:42 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://zasio.com/wp-content/uploads/2023/05/cropped-zasiopurplefavicon-32x32.png webinar Archives - Zasio https://zasio.com/tag/webinar/ 32 32 Retention Is Governance: Using Records Schedules as the Backbone of IGIM https://zasio.com/retention-governance-records-schedules-igim-backbone/ https://zasio.com/retention-governance-records-schedules-igim-backbone/#respond Thu, 26 Mar 2026 18:43:14 +0000 https://zasio.com/?p=8192 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 […]

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]]> 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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]]> https://zasio.com/retention-governance-records-schedules-igim-backbone/feed/ 0 Unlocking the Future of RIM with AI: Survey Today’s Landscape to Revolutionize Your Program Tomorrow https://zasio.com/rim-ai-records-information-management/ https://zasio.com/rim-ai-records-information-management/#respond Thu, 03 Apr 2025 18:38:43 +0000 https://zasio.com/?p=6021 The post Unlocking the Future of RIM with AI: Survey Today’s Landscape to Revolutionize Your Program Tomorrow appeared first on Zasio.

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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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]]> https://zasio.com/rim-ai-records-information-management/feed/ 0 When Data Becomes a Record: Tackling the Master Data Retention Question https://zasio.com/join-us-when-data-becomes-a-record-tackling-the-master-data-retention-question/ https://zasio.com/join-us-when-data-becomes-a-record-tackling-the-master-data-retention-question/#respond Fri, 21 Feb 2025 15:51:50 +0000 https://zasio.com/?p=5844 The post When Data Becomes a Record: Tackling the Master Data Retention Question appeared first on Zasio.

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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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]]> https://zasio.com/join-us-when-data-becomes-a-record-tackling-the-master-data-retention-question/feed/ 0 Anatomy of a Legal Citation: “Can’t You Just Google That?” https://zasio.com/anatomy-of-a-legal-citation-cant-you-just-google-that/ https://zasio.com/anatomy-of-a-legal-citation-cant-you-just-google-that/#respond Wed, 24 Jan 2024 19:44:17 +0000 https://zasio.com/?p=3393 In this webinar, we’ll take you behind the scenes to show what goes into maintaining and publishing legal research as a commercial product. We’ll discuss where citations come from, how they’re normalized, and how we deal with the many problems that arise in the process. If you’ve ever thought to yourself, ‘How hard could this be?’, you’ll want to tune in. Join Jake Naylor, consulting senior analyst, and Warren Bean, director of products and technology, for this intriguing discussion. What: Anatomy of a Legal Citation: “Can’t You Just Google That?” UPDATE: This webinar has previously been held! You can still register to view the recording HERE. To view the slide deck from the presentation, you can view them HERE.

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]]> In this webinar, we’ll take you behind the scenes to show what goes into maintaining and publishing legal research as a commercial product. We’ll discuss where citations come from, how they’re normalized, and how we deal with the many problems that arise in the process. If you’ve ever thought to yourself, ‘How hard could this be?’, you’ll want to tune in. Join Jake Naylor, consulting senior analyst, and Warren Bean, director of products and technology, for this intriguing discussion.

What: Anatomy of a Legal Citation: “Can’t You Just Google That?”

UPDATE: This webinar has previously been held! You can still register to view the recording HERE.

To view the slide deck from the presentation, you can view them HERE.

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]]> https://zasio.com/anatomy-of-a-legal-citation-cant-you-just-google-that/feed/ 0 Tools of the Trade – What You Need to Manage Information Efficiently and Effectively https://zasio.com/tools-of-the-trade-what-you-need-to-manage-information-efficiently-and-effectively/ https://zasio.com/tools-of-the-trade-what-you-need-to-manage-information-efficiently-and-effectively/#respond Tue, 14 Nov 2023 21:16:41 +0000 https://wptest.zasio.com/?p=2788 By Zasio Staff If acronyms like ECM, DM, RM, and IG leave you scratching your head, you’ll want to join this webinar. Every profession has its key tools and doing more with less means having the right tools at your disposal. Spreadsheets are amazing, but they only go so far. Susan Carlson of the University of North Dakota School of Medicine will join Warren Bean in reviewing the various technologies that can make your job more effective, which ones are essential, and the best deployment options for your situation. More About Our Guest Panelist: Susan Carlson is the Director of the Records and Information Management Program for the University of North Dakota School of Medicine and Health Sciences (SMHS). She is a Certified Records Manager with a master’s degree in Instructional Design and Technology. Currently, she is the President of the North Dakota Chapter of ARMA. Susan has worked for the University of North Dakota for over 36 years and started the SMHS RIM Program. Initially, focusing on paper records to building a solid RIM foundation and now moving the SMHS to electronic records. UPDATE: Register to view the Oct. 26 recording.

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]]> By Zasio Staff

If acronyms like ECM, DM, RM, and IG leave you scratching your head, you’ll want to join this webinar.

Every profession has its key tools and doing more with less means having the right tools at your disposal. Spreadsheets are amazing, but they only go so far. Susan Carlson of the University of North Dakota School of Medicine will join Warren Bean in reviewing the various technologies that can make your job more effective, which ones are essential, and the best deployment options for your situation.

More About Our Guest Panelist:

Susan Carlson is the Director of the Records and Information Management Program for the University of North Dakota School of Medicine and Health Sciences (SMHS). She is a Certified Records Manager with a master’s degree in Instructional Design and Technology. Currently, she is the President of the North Dakota Chapter of ARMA.

Susan has worked for the University of North Dakota for over 36 years and started the SMHS RIM Program. Initially, focusing on paper records to building a solid RIM foundation and now moving the SMHS to electronic records.

UPDATE: Register to view the Oct. 26 recording.

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]]> https://zasio.com/tools-of-the-trade-what-you-need-to-manage-information-efficiently-and-effectively/feed/ 0 You Have Updated Your Retention Schedule, Now What? https://zasio.com/you-have-updated-your-retention-schedule-now-what/ https://zasio.com/you-have-updated-your-retention-schedule-now-what/#respond Wed, 08 Sep 2021 20:27:37 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=505 This season, the ARMA Triangle Chapter is exploring records and information management (RIM) technology and how it can help in the industry today and into the future! As part of this series, Zasio experts Warren Bean, CRM, CSIM, and Rick Surber, IGP, CRM are joining the Chapter for their October meeting and would like to invite you, too! During the session, Warren and Rick will present Versatile Retention, Zasio’s leading retention management tool. Topics they’ll cover include: How to keep the retention schedule updated within the tool. The legal research database and managing citations. How users can access retention schedules locally or via a company intranet, and more! Here are the event details, we hope to see you there! “You Have Updated Your Retention Schedule, Now What?” Date: October 7, 2021 Time: 12:00 – 1:00 EST Cost: Free  

The post You Have Updated Your Retention Schedule, Now What? appeared first on Zasio.

]]> This season, the ARMA Triangle Chapter is exploring records and information management (RIM) technology and how it can help in the industry today and into the future! As part of this series, Zasio experts Warren Bean, CRM, CSIM, and Rick Surber, IGP, CRM are joining the Chapter for their October meeting and would like to invite you, too!

During the session, Warren and Rick will present Versatile Retention, Zasio’s leading retention management tool. Topics they’ll cover include:

  • How to keep the retention schedule updated within the tool.
  • The legal research database and managing citations.
  • How users can access retention schedules locally or via a company intranet, and more!

Here are the event details, we hope to see you there!

“You Have Updated Your Retention Schedule, Now What?”
Date: October 7, 2021
Time: 12:00 – 1:00 EST
Cost: Free

 

Register for Webinar

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]]> https://zasio.com/you-have-updated-your-retention-schedule-now-what/feed/ 0 Breaking It Down: Best Practices for Simplifying Your Retention Schedule https://zasio.com/simplifying-your-retention-schedule/ https://zasio.com/simplifying-your-retention-schedule/#respond Wed, 21 Apr 2021 21:05:26 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=555 Get ready to roll up your sleeves! In this webinar, we dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule. The webinar considers common pain points and opportunities for retention schedule simplification, including: Addressing common sources of vertical and horizontal record series sprawl Optimizing “bucket size” to match your organization’s risk appetite Carving out exceptions when required Considerations in wording new record series Simplifying the use of triggers Harmonizing a global schedule How technology can help And more… Join ARMA’s Director of Content & Education, Ann Snyder, and Zasio subject matter experts, Richard Surber (Senior Analyst & Licensed Attorney), Jennifer Chadband Masingill (Senior Analyst & Licensed Attorney), and Warren Bean (Senior Sales Engineer) for the webinar: Breaking It Down: Best Practices for Simplifying Your Retention Schedule. Date: Thursday, May 20, 2021 Time: 1:00 p.m. Central Time (U.S. and Canada) Registration Cost: Free This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Michelle Lynch at michelle.lynch@zasio.com  

The post Breaking It Down: Best Practices for Simplifying Your Retention Schedule appeared first on Zasio.

]]>

Get ready to roll up your sleeves! In this webinar, we dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule. The webinar considers common pain points and opportunities for retention schedule simplification, including:

  • Addressing common sources of vertical and horizontal record series sprawl
  • Optimizing “bucket size” to match your organization’s risk appetite
  • Carving out exceptions when required
  • Considerations in wording new record series
  • Simplifying the use of triggers
  • Harmonizing a global schedule
  • How technology can help
  • And more…

Join ARMA’s Director of Content & Education, Ann Snyder, and Zasio subject matter experts, Richard Surber (Senior Analyst & Licensed Attorney), Jennifer Chadband Masingill (Senior Analyst & Licensed Attorney), and Warren Bean (Senior Sales Engineer) for the webinar: Breaking It Down: Best Practices for Simplifying Your Retention Schedule.

Date: Thursday, May 20, 2021
Time: 1:00 p.m. Central Time (U.S. and Canada)
Registration Cost: Free

This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Michelle Lynch at michelle.lynch@zasio.com

 

Watch Webinar

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]]> https://zasio.com/simplifying-your-retention-schedule/feed/ 0 Mitigating Privacy Risks Within Your Records Retention Schedule https://zasio.com/mitigating-privacy-risks/ https://zasio.com/mitigating-privacy-risks/#respond Fri, 29 Jan 2021 21:30:27 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=582 RIM and IG professionals are always looking for ways to integrate privacy considerations directly into their programs. In this presentation, Zasio provides immediate strategies and tips organizations can implement and act on to mitigate privacy risks through their records retention schedule. From implementing privacy-based retention periods to reevaluating baseline retention periods, and gathering relevant information from stakeholders, this webinar provides various methods to help minimize privacy risks and further bridge the divide between privacy and records & information management.  

The post Mitigating Privacy Risks Within Your Records Retention Schedule appeared first on Zasio.

]]> RIM and IG professionals are always looking for ways to integrate privacy considerations directly into their programs. In this presentation, Zasio provides immediate strategies and tips organizations can implement and act on to mitigate privacy risks through their records retention schedule.

From implementing privacy-based retention periods to reevaluating baseline retention periods, and gathering relevant information from stakeholders, this webinar provides various methods to help minimize privacy risks and further bridge the divide between privacy and records & information management.

 

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]]> https://zasio.com/mitigating-privacy-risks/feed/ 0 Get Your Records Retention Schedule Under Control – And Keep It That Way: A Case Study in Global Retention Scheduling https://zasio.com/developing-international-retention-schedule/ https://zasio.com/developing-international-retention-schedule/#respond Wed, 11 Nov 2020 21:48:06 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=593 Developing an international retention schedule is a major challenge, but for Zasio it’s what we do every day. Join ARMA International, the world’s leading community of informational professionals, and Zasio, a leading provider of Records Management and Information Governance solutions, for a case study on one of those projects involving a major pharmaceutical contract organization, PRA Health Sciences. During this presentation, you’ll learn about the challenges of global harmonization, expanding coverage to new jurisdictions, and staying up to date with all the various (and sometimes conflicting) regulations. And you’ll see how we overcome those challenges. We look forward to having you! Date: Thursday, December 10th Time: 1:00 p.m. – 2:00 p.m. CST This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Sabrina Slattery at sabrina.slattery@zasio.com  

The post Get Your Records Retention Schedule Under Control – And Keep It That Way: A Case Study in Global Retention Scheduling appeared first on Zasio.

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Developing an international retention schedule is a major challenge, but for Zasio it’s what we do every day. Join ARMA International, the world’s leading community of informational professionals, and Zasio, a leading provider of Records Management and Information Governance solutions, for a case study on one of those projects involving a major pharmaceutical contract organization, PRA Health Sciences. During this presentation, you’ll learn about the challenges of global harmonization, expanding coverage to new jurisdictions, and staying up to date with all the various (and sometimes conflicting) regulations. And you’ll see how we overcome those challenges.

We look forward to having you!

Date: Thursday, December 10th

Time: 1:00 p.m. – 2:00 p.m. CST

This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Sabrina Slattery at sabrina.slattery@zasio.com

 

Watch Webinar

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]]> https://zasio.com/developing-international-retention-schedule/feed/ 0 Researching and Analyzing Legal Records Retention Requirements https://zasio.com/researching-and-analyzing-legal-records-retention-requirements/ https://zasio.com/researching-and-analyzing-legal-records-retention-requirements/#respond Thu, 10 Sep 2020 17:13:11 +0000 https://wordpress-140425-3498808.cloudwaysapps.com/?p=617 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 webinar 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. During the webinar you’ll learn: Questions records managers should ask their business units 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.

The post Researching and Analyzing Legal Records Retention Requirements appeared first on Zasio.

]]> 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 webinar 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.

During the webinar you’ll learn:

  • Questions records managers should ask their business units 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.

The post Researching and Analyzing Legal Records Retention Requirements appeared first on Zasio.

]]> https://zasio.com/researching-and-analyzing-legal-records-retention-requirements/feed/ 0