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Previous Meetings
February 15, 2007 handout
'Establishing and Managing
Successful Records Management Programs'
Presented by: Dr.
Mark Langemo, CRM, FAI
University of North Dakota
Overview:
An Introduction to Professional Records Management and Winning Strategies
for Developing and Strengthening RM Programs"
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Recent events (Anderson, Enron, WorldCom, and the "Sarbanes-Oxley Act
of 2002 ")
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The time for excuses is over—COMPLIANCE requires good records management
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Why quality records management programs are now essential
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Recommended scope, elements, and content of records management programs
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Elements of successful electronic records management
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Securing the support of management all personnel at all levels
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Tried-and-proved strategies for establishing and strengthening RIM programs...
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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