ARMA 2009 Conference in Orlando FL (Oct. 13-18)

I'll be presenting at ARMA International 2009 in Orlando. My session is on Law Firm Records Management (October 17, 10am session). If you are heading to Florida, hope to see you at ARMA and perhaps you'll get a chance to sit in on my presentation (it is going to be a blast!!!!)

Description:
If you are new to legal or if you are already in the industry and interested in organizational best practices then this session is for you. This session is an introduction to records management in a law firm environment (mid- to large-size). Come discuss all aspects of records management in the legal culture – far different than other business disciplines. This interactive discussion revolves around managing the record life cycle (physical and electronic), from creation to destruction – and the pitfalls in between.

Objectives:
Upon completion of this session, participants will be able to: 1. Apply best practices in the management of all the enterprises records (electronic and physical). 2. Draft a policy on how transfers are processed for the release of records, incoming attorneys with a book of business, and outgoing attorneys leaving with clients to other firms. 3. Develop strategies to use to manage a legal hold scenario for electronic and physical files. 4. Implement a retention policy and design a destruction program for electronic and physical records.

Hope to see you there!

Andrew