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Event Date Thu Apr 9 EDT (almost 2 years ago)
Region All

All credit and collection agencies hold personally identifiable financial information for their clients in either electronic or physical formats. How should an agency manage that data and when should an agency destroy that information? This material will cover the reasons behind establishing and maintaining a records management program and will provide guidelines for when records, regardless of format, should be destroyed and when they should not be destroyed.

Learning Objectives:

• You will be able to define records management.
• You will be able to describe a records management program.
• You will be able to discuss records retention and destruction.
• You will be able to explain ethical considerations in regards to a records management program.


2020 Speakers


Mark J. Fidel
Co-Founder; State, Local and Education Markets - US, Risk Sense, Inc.