Choose an Event
PRIVATE TEAM TRAINING
Bring this topic or 200+ other training opportunities to your location in-person or online.
Already attended this seminar?
"I have been a member of Fred Pryor for almost three years now and I have yet to attend a class that didn't have valuable information that would benefit my company and/or our employees."”
— Teri M.
"Excellent!! As always, Fred Pryor's courses are easy to follow, very informative and presented in a format that keeps your attention!!"”
— Cynthia S.
"I enjoy all of the seminars that I attend through the Fred Pryor Training Rewards program. They are very informative and the instructors are very knowledgeable and helpful."”
— Tasha M.
"Excellent info for all levels of users. There are always things to add to your "bag of tricks"."”
— Wendy S.
"Wow! I have taken many wonderful courses through Fred Pryor; this one takes the cake!!"”
— Dana N.
"Top notch! Thank you Fred Pryor, this is the best investment my boss could have made."”
— Lewis C.
"I received a lot of great information in this training. Several co-workers went with me which was a great help for me to start implementing some of the changes we need to do at the office. It was very eye opening for them to realize the things that we need to do at the office. It was very eye opening for them to realize the things that need to get to me. It was like Fred Pryor and the trainer had my back!"”
— Tasha C.
Do your employees know the proper procedure for file maintenance? The process of organizing, storing, archiving and destroying an organization's critical documents is daunting and taxed with liability. Not only is it important to know what information is stored and where; it's imperative that a records management program keeps the organization in compliance with government regulations. One misstep places an organization in legal jeopardy and risks fines, investigation and potential litigation.
This power-packed, half-day interactive online event delivers the basics and conveys specific strategies and solutions around record retention and management. Develop a records retention and destruction process to save time and effort in retrieving, archiving and destroying documents. Take control of your organization’s files, documents and data and save time and potential legal arguments. Gain the insight needed to classify records, files and documents, while knowing what to keep vs. eliminate — without risking legal repercussions.
This seminar provides an understanding of what’s needed to create a compliant HR records management program and how to keep the program up to date. Ensure your organization adheres to the policies and procedures you implement, while keeping the company running smoothly and efficiently, and maintaining legal compliance.
What You'll Learn
- Strategies to develop a compliant and cohesive Records Management Program.
- How to determine record importance and legal sensitivity.
- Guidelines for access, retrieval, storage and disposal of both paper and electronic files.
- Why email, voicemail and IMs may qualify as records.
- Safeguards for web content, including blogs, cookies and more, along with how web regulations may affect the security of information.
- The risks of removable media and the benefits of monitoring copy, scanner and fax use.
- The lifecycle of a record — how to determine a record's retention and storage period.
- Methods to recognize a variety of government organizations and resources that can help facilitate a system that works for your organization.
Who Will Benefit
Anyone directly responsible for developing and/or maintaining an effective records retention, access, and destruction program for their organizations. Controllers, Accountants, Medical Records Professionals, Legal Professionals, Administrators, IT Staff, Financial Professionals, HR Managers/Staff, Small Business Owners, Bookkeepers, CEOs, and COOs.