Document and Record Retention- You Don'T Have to Be Overwhelmed With That All too Frustrating Paper Chase

Cathleen Hampton

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$349

Premier pro price: $314 (save 10%)

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The only thing constant today is change…and with regards to document retention privacy, laws, regulations are changing all of the time. You need to be diligent to know how, and if, your current policy is affected by these changes.


Retention and management of records is more complicated than just deciding what to keep and for how long. In what form should records be kept? Should we keep more than what the regulations require? If so, what? What about possible litigation needs? Examiner expectations must be met, of course, but other parties, such as law enforcement, auditors, and those representing your employees may require access to information, as well.


To manage an effective program in a cost-effective manner, compliance professionals must rely on information from a broad range of resources within the organization. Records management is the point of convergence of these resources, which is why effective and reliable records management must be part of your Compliance Program.


Course Objective

In this session, we will be discussing important tips for business records retention, the finer points of an effective management policy, and how to make that policy work for your organization. You will learn:

  • Specific tips for business records retention practices that both strengthen your process and standardize your records management program
  • How to plan for worst case scenarios
  • Developing records retention schedules
  • The key elements of a security assessment of your plan


Course Outline

  • Retention basics: What should you keep and for how long?
  • What about HIPAA and medical records?
  • What is Personally Identifiable Information (PII)?
  • Privacy laws: What is the Gramm-Leach-Bliley Act and why should I care?
  • How do I protect myself, my business, and how do I get started?
  • Electronic records retention, promises and problems


Target Audience

Anyone involved in the creation, management, and destruction of information and records will benefit from the knowledge and information shared in this session
  • Compliance officers
  • Auditors
  • Information Security and Management
  • IT personnel
  • Senior management
  • Operations professionals
  • Human Resource professionals, and others with a vested interest to ensure a cost-effective and comprehensive records management program.

Webinar Events
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Training CD-USB

Physical CD-USB of recorded session will be despatched after 72 hrs on completion of payment

Premier pro price: $449 (save 10%)

Recorded video

Recorded video session

Premier pro price: $314 (save 10%)


Speaker: Cathleen Hampton,

Cathleen Hampton is a seasoned Human Resources Expert with more than 25 years of experience helping companies in the areas of risk mitigation and compliance management, work force planning, and human capital strategy. She has a unique ability to analyze operations for risk and help maneuver cultural practices and compliance enhancements that increase positive organizational outcomes, maintain employment law compliance, avoid workplace litigation, reduce costs, and increase revenue. She is a well-known speaker noted for presenting best-in-practice solutions focused on talent retention and operational strategies that outpaced major completion through strong and decisive business leadership. Cathleen is a sought after speaker in her industry and has presented Human Resource topics such as: Project Management and Human Resources Auditing best practices Pay equity and total compensation strategies Corporate communications and public relations HR legal principles and compliance best practices Managing change and transition Power, influence, and persuasion The art of negotiation Affirmative Action compliance trends and tips The art of the interview Performance management Cathleen is a results-oriented Human Resource Expert with a unique background in business management, spanning over 25 years. Her expertise includes: Employment laws, job analysis, compensation and market surveys, HR Audits, labor/employee relations, employee handbooks, hiring, workplace investigations, policies and procedures. Ms. Hampton holds an MBA and a Bachelor in Business /Human Resources Management. She has taught human resource professionals at the undergraduate and graduate level as an adjunct professor covering such topics as: Human Resource Management for the Professional SOX and Human Resources Legal Principles of HR Ethics Leadership Development Change Management Training and Development PHR/SPHR certification preparation


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