Document Retention: Don’t be Overwhelmed by Your Record Management Program

Instructor: Cathleen M.  Hampton
Product ID: 704525
  • Duration: 90 Min

recorded version

1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section

Training CD

One CD is for usage in one location only.
(For multiple locations contact Customer Care)
CD and Ref. material will be shipped within 15 business days

Customer Care

Fax: +1-650-963-2556


Read Frequently Asked Questions

This training program will discuss tips for business records retention practices that both strengthen your process and standardize your records management program. The instructor with discuss why effective and reliable records management must be part of your compliance program. The course will also cover key elements of security assessment of your plan, how to plan for worst case scenarios and developing records retention schedules.

Why Should You Attend:

With regards to document retention and 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.

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.

Areas Covered in the Webinar:

  • Retention basics: What should you keep and for how long?
  • What about HIPPA 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

Who Will Benefit:

  • Compliance officers
  • Auditors
  • Information security and management
  • IT personnel
  • Senior management
  • Operation professionals
  • Human resources
  • Records management professionals

Instructor Profile:

Cathleen Hampton has more than 25 years of experience as a human resources professional providing subject matter expertise in areas such as human capital and work force planning. She has a unique ability to analyze operations for risk and help maneuver cultural practices and compliance enhancements that would increase organizational outcomes. Risk as defined as financial, operational, as well as from a more general workforce planning perspective. As a dyed in the wool HR professional, she continually looks for ways to capture the essence of strategic thought as it would relate to human capital and workforce planning. She is noted for launching new programs focused on talent acquisition and retention strategies that outpaced major completion through strong and decisive business leadership.


Course "Document Retention: Don’t be Overwhelmed by Your Record Management Program" has been pre-approved by SHRM as eligible for “1.5” credits and HRCI as eligible for “1.5” credits towards a participant's recertification upon full completion.
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