Does your firm need, or are you the Administrator for your law firm charged to set up a records retention program that covers paper and digital files? And in doing so, are you able to balance efficiency and limit the Firm’s risk or liability?
Howard Loos will discuss the best practices for client file retention, management and destruction. Does your firm have a written document retention policy? Are originals returned to the client ASAP? What documents do you keep forever? As a plus, Howard shares what he has found as successful strategies to move from a paper focused program to an electronic focused program.
Core Competencies: Information Governance & Risk Management
Howard Loos, CRM, IGP, CIPP/US/E has 30 years of experience in the field of Records and Information Management (RIM). During most of those years, Howard worked as a consultant in the Financial, Manufacturing, Oil & Gas and Technology industries, as well as Education and Government.
His specialties include strategy development, RIM program development, organizational governance, requirements gathering and software implementation. More recently, Howard has led RIM & Privacy Program teams at BYU.
Howard attended the University of North Dakota, where he received his bachelor’s degree, majoring in both Business Administration and Records and Information Management. He later received an MBA from the same university. Howard is currently serving as the Chief Privacy Officer and Director of Records and Information Management at Brigham Young University.
What: Informational Webinar
When: Thursday, March 20, 2025
Time: 11:30am – 1:00pm HST
Cost: Free for ARMA and Non-Members
Where: Zoom
