From the Box and Beyond: It's About Dang Time! Simplifying Event-Based Retention

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Moderator:

Susan Cisco, Ph.D., CRM, FAI – Information Governance Consultant

Featured Panelists:

Omero Banuelos, Esq. – Senior Counsel, Access

John Frost – Information Governance Advisor Lead, USAA

Patrick Butts, CEDS, IGP – Legal Operations & Information Governance Manager, Hilltop Securities

Managing the lifecycle of records with event-based retention periods poses a major challenge for information management and governance professionals because someone or some system must trigger the event before disposition can begin. It is not uncommon for 25-40% of the retention periods in a schedule to be event-based.

Join our moderator, Susan Cisco, and our panel of IG professionals for a discussion on approaches to examining the event-based retention periods in a schedule and determining which can be simplified with a fixed period or other methods. We will share best practices, examples of successful simplifications of event-based retention periods, and more!

From the Box and Beyond: It's About Dang Time! Simplifying Event-Based Retention

Fill out this short form to watch now.

Moderator:

Featured Panelists:

Meet the Speakers: