Records Management: The Bermuda Triangle (LI)

The right steps are essential to successfully implement a firm-wide paper and electronic records management program. Consider how to plan the program, manage the project, and more. Learn some of the key components of migrating your physical records to e-records and how to deal with the management of documents, records, e-mail and risk management policies.

Learning Objectives:

• Develop a solid plan for implementing an firm-wide paper and e-records program
• Explain the complexities of document, records, and e-mail migration from a physical records system to an e-records system and develop a methodology for success

Dana C. Moore is the Records & Information Compliance Manager for Foley & Lardner, LLP. She has worked in records management for more than 20 years and has expertise in developing and implementing both new client intake procedures and records management programs. Moore is also a frequent speaker at ALA conferences.

CLM Credit for live program only: 1 hour of Legal Industry/Business Management (LI) credit for CLMSM Recertification and 1 hour towards the additional hours required for the initial CLM application of Functional Specialists. This Webinar has been approved for recertification credit toward PHR and SPHR recertification through the HR Certification Institute (HRCI).