In this session we will explore all aspects of an efficient records management program for the corporate secretary's department. Starting with the reasons a robust records management program is an essential requirement; moving on to the legal requirements for records creation and retention; generally accepted standards and best practices in records management; risk management considerations; litigation and investigation holds; access controls and restrictions and managing rights of access for directors, officers, auditors and others; solicitor-client privilege; the lifecycle for records; tracking, storing, retrieving and destroying records; integrating paper and paperless techniques into a seamless process; business continuity and disaster recovery considerations; and creating and managing a bottom-up system that allows each member of the corporate secretary's staff to manage the records for their area of expertise and responsibility while providing access for all team members.
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