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The ABCs of Document Retention & Retrieval

instructor
By: Gregory Powell
Recorded Session
Duration
90 Minutes
Training Level
Intermediate to Advanced

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Recorded Session

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Webinar Details

Keeping the right records, and being able to find them, protects your organization when legal questions arise. This 90-minute document retention and retrieval training covers why records retention matters and the legal implications and dangers of failing to retain documents.

You'll learn how to form a leadership team to decide which documents should be kept and how, why uniform documents help, and how retention supports risk management and surviving litigation. The session also looks at computer systems that can store and retrieve documents, so the program covers what to keep, who decides and how to find records when they are needed.

WHY SHOULD YOU ATTEND?

Without a clear retention program, you may discard records you need or be unable to find them when it counts. This session helps you face litigation with more confidence and manage the risk that poor records create.

It suits in-house counsel, managers and directors, HR and labor relations professionals, compliance directors and staff, labor and employment law professionals and risk managers.

AREA COVERED

  • Why retain documents and the reasons behind records retention
  • Legal implications and dangers of failing to retain documents
  • Which documents should be retained
  • Forming a team to decide what to retain and how
  • Document uniformity
  • Document retrieval and possible storage systems
  • Risk management and surviving litigation

LEARNING OBJECTIVES

  • Explain why organizations must retain documents
  • Identify which documents should be retained
  • Describe the legal risks of failing to retain records
  • Form a team to manage records retention and retrieval
  • Apply document uniformity and choose retrieval systems
  • Prepare records so you can face litigation with confidence

WHO WILL BENEFIT?

  • In-house Counsel
  • Managers and directors
  • Human Resource Professionals
  • Compliance Directors and professionals
  • Labor Relation Professionals
  • Labor and Employment Law Professionals
  • Risk Management

Without a clear retention program, you may discard records you need or be unable to find them when it counts. This session helps you face litigation with more confidence and manage the risk that poor records create.

It suits in-house counsel, managers and directors, HR and labor relations professionals, compliance directors and staff, labor and employment law professionals and risk managers.

  • Why retain documents and the reasons behind records retention
  • Legal implications and dangers of failing to retain documents
  • Which documents should be retained
  • Forming a team to decide what to retain and how
  • Document uniformity
  • Document retrieval and possible storage systems
  • Risk management and surviving litigation
  • Explain why organizations must retain documents
  • Identify which documents should be retained
  • Describe the legal risks of failing to retain records
  • Form a team to manage records retention and retrieval
  • Apply document uniformity and choose retrieval systems
  • Prepare records so you can face litigation with confidence
  • In-house Counsel
  • Managers and directors
  • Human Resource Professionals
  • Compliance Directors and professionals
  • Labor Relation Professionals
  • Labor and Employment Law Professionals
  • Risk Management

SPEAKER PROFILE

instructor

Gregory graduated from Morehouse College ('87) with a Bachelor of Arts in Journalism. After working several years as a journalist and investigative reporter, he entered law school at the University of Wisconsin ('94) and focused his studies on administrative law (labor and employment law, negotiations, constitutional law, arbitration, litigation, collective bargaining, contract, Litigating Before the NLRB, FLSA, Discrimination and Harassment, OSHA, private [NLRA] and public sector Labor [WERC, PERB] Law), and was a member of Wisconsin's Moot Court Team. After law school, he worked at a boutique labor and employment law firm (management-side) in Memphis for several years, and relocated to Milwaukee, Wisconsin, to work in the City's Attorney's office as an Employment and Labor Attorney, representing the City's Municipal Executives (Police Chief, Fire Chief, City Librarian, City's Labor Department, Hospital, City Engineer, Chief of Sanitation). Eventually, he secured a job as an Employment Attorney and Hearing Officer with the National Labor Relations Board (NLRB), where he worked almost twenty years. Most recently, he worked as the Principal Labor Relations Representative for the County of Santa Clara in California. He currently teaches at Ohio Christian University (William Seymour College).

He earned his Master of Divinity from Regent University (2014), focusing on Executive Coaching, Life Coaching, and Practical Theology. Also, Gregory has earned a Master of Fine Arts in Creative Writing from the University of Alabama ('04), focusing on writing plays and poetry; his first collection of poetry, Tin Ears {Bowie, Maryland: Broad Wing Press, 2016 (ISBN 1-938373-07-3)} was recently published. Also, he is currently writing a cycle of 7 plays that address racial reconciliation, Voting Rights, Civil Rights, Religion, Union, Convict Leasing, Works Songs, and Blues.The first play, Ruby's Harmonicas & Pianos, Incorporated, was premiered by the Aldridge Theatre Company at the Downtown Theatre (Birmingham, Alabama) on 17 April 2016. He has completed two additional plays in the cycle (Beans Bones Blues and No Honey in the Rock); he is currently writing a fourth play, Leviâ??s Processing & Packaging, Incorporated, and recently started researching the fifth play in the cycle, Fire in My Bones, which addresses the genesis of the Student Nonviolent Coordinating Committee.

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