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Standard meeting schedule includes registration and networking at 11:30 AM, followed by a social lunch at 12:00 PM and speaker presentation from 1:00-2:00 PM

2006/2007 Event Calendar

  

 

January 2007

 


Previous Meetings

December 14, 2006  'Electronic Communications Retention/Retrieval under Sarbanes-Oxley'

Presented by:  Arthur Riel, Lighthouse Global Technologies

Overview:

An increasing number of companies are analyzing and/or acquiring electronic communication archives to satisfy their compliance obligations under the Sarbanes-Oxley Act.  Too few of these companies are armed with the necessary knowledge to examine the various technologies in this field to determine which solution best meets their needs.  In this discussion we examine the myriad issues that revolve around electronic communications retention and retrieval with respect to business records compliance.

 

'Records Retention Schedule Development Core - Process Approach'

Presented by:  Arleen Bernardi, Huron Consulting Group

Overview:

The industry is experience a change in the approach to developing records retention schedules. The presentation will review the reasons why companies are moving to process based schedules, as well as an overview of how to convert to, or develop process based retention schedules

 


 

November 16, 2006  'Using Technology to Improve your Records Management Program'

Presented by:  Bob Duncan, TAB Products

Overview:

Bob Duncan will provide an overview of how technology can help you improve your Records Management System.  He is the voice of experience and this talk will focus on operational concerns:  what to plan for, how to plan for implementations, RIM considerations, how to get it done and what pitfalls to avoid.

 


 

September 21, 2006 handout 'Sarbanes Oxley and How It Affects Records Management?'

Presented by:  Jerry Hughes, Lighthouse Computer Services, Inc.

Overview:

A. New Record Retention Rules under SOX

B. Implications of sections 302, 404, 802 and 409 of SOX

C. Best Practices for Retaining records under SOX ( Documents, E-mails, IM, etc.)

D. Questions & Answers

 

 

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