Webinars
Webinars on records management and information governance
21 recorded webinars from Zasio’s attorneys and consultants, often with ARMA and industry guests. Every recording has captions, a full transcript and an audio-described version. Recordings reflect the law and practice at the time they were made.
Retention schedules
The Future Is Process Driven Retention Management
Zasio's Jennifer Chadband, Warren Bean and Rick Surber introduce process-driven retention, a way to decide when data outside the retention schedule can be deleted by tracing its downstream dependencies and privacy risks, with worked utility and HR examples.
Webinar: When Data Becomes A Record Tackling Master Data Retention Question
Zasio's Rick Surber and Warren Bean, with Jerry Manter moderating, explore how privacy is pushing retention beyond traditional records to information and data, and introduce process-driven retention management for tying data to record outputs.
Poking Holes in Big Buckets — Impacts of Privacy and Security on Simplified Retention Schedules
An ARMA International webinar moderated by Michael Haley, in which Zasio's Rick Surber and Warren Bean and Idaho Power's Kayla Greenman examine where privacy and security requirements poke holes in big bucket retention schedules.
Breaking It Down - Best Practices For Simplifying Your Retention Schedule
An ARMA International webinar moderated by Ann Snyder, in which Zasio's Jennifer Chadband, Rick Surber and Warren Bean work through real examples of consolidating record series, simplifying triggers and globalizing a retention schedule.
A Case Study in Global Retention Scheduling
An ARMA International panel with Zasio's Warren Bean and Jennifer Chadband and PRA Health Sciences' Greg Dinklenburg walks through building, harmonizing, maintaining and operationalizing a global records retention schedule.
Researching and Analyzing Legal Records Retention Requirements
Zasio senior analysts and licensed attorneys Rick Surber and Jennifer Chadband walk through planning and conducting legal research on retention requirements, mapping citations to a retention schedule, and handling common pain points such as privacy requirements.
A Case Study in Global Retention Scheduling — Bonus Q&A
ARMA's Ann Snyder puts audience follow-up questions from a global retention scheduling case study to Zasio's Warren Bean and Jennifer Chadband and PRA Health Sciences' Greg Dinklenburg.
Breaking it Down: Best Practices for Simplifying Your Retention Schedule - Q&A Session
In this follow-up Q&A to "Breaking It Down: Best Practices for Simplifying Your Retention Schedule," Zasio's Warren Bean, Jennifer Chadband and Rick Surber answer audience questions on schedule mechanics, event triggers, executive buy-in and privacy conflicts.
Retention Schedules 101
Frank Fazzio, an analyst and licensed attorney in Zasio's consulting division, gives a crash course on records retention schedules: why they matter, how they work, how to build one and apply recordkeeping citations, and how to fix common pain points.
Privacy & data protection
Buckets, Benefits, and Boundaries: HR Records in a Growing Privacy Climate
A Virtual Coffee with Consulting session hosted by Jerry Manter, in which Zasio's Brandon Tuley, Jennifer Chadband and Rick Surber discuss retaining HR records under growing privacy pressure, from recruitment and personnel files to pensions and data subject requests.
Mitigating Privacy Risks Within Your Records Retention Schedule
Zasio senior analysts and licensed attorneys Jennifer Chadband and Rick Surber explain how privacy laws collide with retention requirements and share strategies for reducing privacy risk in a records retention schedule without overcomplicating it.
Implementing Privacy by Design
Soo Kang, Zasio's General Counsel and Director of Consulting, explains why Privacy by Design matters, walks through its seven principles and four implementation stages, and applies them to a recruiting scenario.
Working From Home Privacy, Security, and Information Management Tips For A Remote Workforce
Frank Fazzio, an analyst and licensed attorney with Zasio's Consulting Division, shares privacy, security and information management practices for organizations whose employees suddenly began working from home during COVID-19.
Legal holds & litigation
Records and Information Management (RIM) Implications of Legal Holds and Litigation
Zasio senior analysts and licensed attorneys Rick Surber and Jennifer Chadband explain legal holds, discovery and preservation duties for the ARMA Triangle and Madison chapters, and show how a strong RIM and IG program supports litigation readiness.
Electronic records
Practical Strategies for Electronic Records Management
Zasio senior sales engineer Warren Bean, hosted by Chelsie McGuinness, compares institutional memory to human memory and introduces the SLIM process (short-term, long-term, in place, move) for managing electronic records system by system.
AI & emerging technology
Unlocking the Future of RIM with AI
Zasio senior consultants Jennifer Chadband and Rick Surber survey how AI is changing records and information management: the technologies and use cases, emerging AI laws, risks, governance policies and procedures, and the retention implications of AI use.
Information governance programs
Kickstart 2025: Revamp Your RIM Program!
A Virtual Coffee with Consulting session moderated by Jerry Manter, in which Zasio's Jennifer Chadband and Rick Surber walk through assessing a RIM program: why to assess, what to measure, how to engage stakeholders and how to report a roadmap.
While Your Employees Were Sheltering Cyber Criminals Were Attacking
Rick Wilson of Sherpa Software and Warren Bean of Zasio explain how finding dark and sensitive data, mapping it to a retention schedule, and defensibly disposing of it reduces cyber risk, with a joint Altitude and Versatile ERMS demo.
Lessons Learned: Data Mapping Made Easier
Soo Y Kang, Zasio's General Counsel and VP of Consulting, shares five lessons learned from data mapping projects: begin with the end, design with purpose, trust and confirm, keep content relevant, and understand technology limitations.
Securing High Value Records in the Digital Age
In a Virtual Coffee session co-hosted with the Boise Valley ARMA chapter, Zasio's Frank Fazzio, Jennifer Chadband and Rick Surber show how to identify high-value records and assign proportionate security controls using a decision tree.
Versatile software
A Complete Records Retention Solution: Versatile Retention + ERMS
Warren Bean, Senior Sales Engineer at Zasio, demonstrates Versatile Retention running together with Versatile ERMS on one platform, so retention policies and their application to records live in one place.