www.ali-cle.org Open in urlscan Pro
208.251.193.41  Public Scan

Form analysis
1 forms found in the DOM

Name: ALIEmailOnlySignup — POST https://s90815893.t.eloqua.com/e/f2

<form method="post" id="form26" name="ALIEmailOnlySignup" action="https://s90815893.t.eloqua.com/e/f2" target="_blank" class="ng-pristine ng-valid ng-valid-email">
  <input value="ALIEmailOnlySignup" type="hidden" name="elqFormName">
  <input value="90815893" type="hidden" name="elqSiteId">
  <input name="elqCampaignId" type="hidden">
  <div tooltip-popup-close-delay="0" uib-tooltip="Subscribe to our email list and SAVE 30% off your first purchase!" tooltip-placement="left" tooltip-append-to-body="true">
    <input type="email" placeholder="Subscribe to our list and save 30%!" class="form-control input-block-level pull-right ng-pristine ng-untouched ng-valid ng-empty ng-valid-email" ng-model="signupEmail" id="field0" name="emailAddress">
    <span class="input-group-addon btn" ng-click="subscribe()">Subscribe</span>
  </div>
</form>

Text Content

Enable Accessibility
 * Blog
 * Contact Us
 * Speak for Us
 * Sponsorship
 * My ALI-CLE/Login
 * * My Account
     
   * Sign Out
 * 0 Items

Subscribe
 * CLE
   * Browse Programs
   * Save with LAWPASS CLE Annual Subscription
   * CLE State Requirements
   * Group Registrations
 * Publications
   * Publication Search
   * Course Materials
   * Journals
   * 
   * Administrative
 * CLE Subscriptions
   * LawPass
     Unlimited CLE
   * Coursebook Subscriptions

Hmm...sorry, no results found.
Loading your results...

Recorded live July 19, 2022


RECORD RETENTION AND INFORMATION MANAGEMENT FOR LAWYERS:
A MODERN GUIDE FOR PRESERVING, DESTROYING, AND SEARCHING RECORDS

WEBCAST


DATE

Monday, January 30, 2023

1:00 - 2:30 p.m. Eastern


CLE

Total 60-minute hours: 1.5
Total 50-minute hours: 1.8


To see credits available in your state(s), scroll down to the CLE/CPE Credit tab
below.

SAVE THE DATE

Details of this presentation are not yet available; please check back two weeks
before the program date for more details. If you wish to register now, click
Register Now or call 800-CLE-NEWS and ask to be registered for program
VCEM0130R.



Sign up to be notified:
Sign Up
Thanks! A reminder has been set.

To view details of last year's presentation, or to purchase course materials
and/or audio recordings (if available) from that presentation, please click
here.


WHY YOU SHOULD ATTEND

In today’s data-saturated work environment, companies have amassed a staggering
volume of information. But in today’s remote-work environment, companies have
gone from filled cabinets to myriad forms of on-site and off-site data storage.
In the age of remote working, are yesterday’s policies for managing information
compliant, defensible, and in conformance with best practices?



 




WHAT YOU WILL LEARN

The availability, affordability, and almost limitless capacity of document
storage in servers, data centers, storage facilities, and devices have made the
deletion of stored records seem unnecessary. However, keeping records
indefinitely results not only in operational inefficiency, but also discovery,
security and compliance risk issues. Additionally, employees working remotely
may be creating records in ways not contemplated by existing record retention
programs. Strong data management and record retention policies are key to
ensuring that your processes for retaining, managing, securing, accessing, and
disposing of records and data adhere to legal and regulatory mandates.



 



Join us for this 90-minute webcast that will provide a deliberate approach to
data management procedures to mitigate record retention risks and reduce
discovery costs through defensible storage and disposal policies. Topics
include:



 



Drafting a Record Retention Policy and Creating Schedules



Statutory and common law requirements 

Best practices and challenges associated with retention and destruction
policies 

Identifying your institution's document retention and destruction obligations 

Designating employees’ roles and responsibilities 

 



Considerations for Retention of Legal Files



Types of documents, including wills, deeds, trusts, and contracts 

Ethical obligations 

Professional liability insurance requirements 

 



What Can Go Wrong: Legal Holds and Duty to Preserve



When does duty arise and what must be preserved? 

What to preserve and scope of duty: Pertinent factors and specific examples 

How to implement a legal hold policy

 





Developing a Defensible Plan for the Search Process



Issues involving reasonableness and proportionality 

Collection, review, and process methods 

How to document the process 

 



Hot Topics and Latest Issues



Implementing document and information management policy changes to address the
remote work environment 

Remote discovery obligations and auditing for compliance in a virtual world 

Rules governing discovery and preservation of ephemeral messaging and messaging
apps 

 



Bonus: A checklist of record retention tips is included in the course materials.



 



This program was originally presented on July 19, 2022. Faculty questions will
be answered by email within two business days. Need this information now?
Purchase the on-demand course here. Questions submitted on-demand will be
answered within two business days.



 




WHO SHOULD ATTEND

This webinar is for in-house counsel or attorneys who are aiding clients, or
re-evaluating their own firms’ policies, in the organizing, saving, and
destroying company records.



 



Register two or more and SAVE! Register as a group for this program and save up
to 35% (click here for more details). Click "Register as a Group" to register at
these savings. (Offer valid on new registrations in the same delivery format
only; discounts may not be combined.)

Register Now Register as a Group Download Brochure Add to Calendar
Sign Up To Be Notified When This Course Is Available On-Demand

For sponsorship inquiries, please contact Dara Lovitz.
 * Schedule
 * Faculty
 * Format/Venue
 * CLE/CPE Credit
 * Sponsors

Schedule
 * All times Eastern
   
   
   
   12:00 p.m.   Record Retention and Information Management for Lawyers: A
   Modern Guide for Preserving, Destroying, and Searching Records
   
   
   
     1:30 p.m.   Adjournment
   
   
   
    
   
   

 * Total 60-minute hours of instruction: 1.5
   Total 50-minute hours: 1.8
   
   
 * Suggested Prerequisite:
 * Educational Objective:
 * Level of Instruction: Intermediate
   
   Please note: Programs focusing on law practice management may not be approved
   in all jurisdictions. For up-to-date information on CLE credits for a
   particular jurisdiction, click on the “CLE/CPE Credit” tab.
   
   
 * Time Zone:
   Eastern 1:00 pm – 2:30 pm
   Central 12:00 pm – 1:30 pm
   Mountain 11:00 am – 12:30 pm
   Pacific 10:00 am – 11:30 am
   Alaska 9:00 am – 10:30 am
   Hawaii 8:00 am – 9:30 am
   
 * Program:

Faculty

PLANNING CHAIRS



PROGRAM FACULTY

 

 

 

 

 

Brandi L. Doniere, Brouse McDowell LPA, Toledo, OH

 



 

 

 

 

 

Marguerite E. Zinz, Brouse McDowell LPA, Toledo, OH

 

Details will be available closer to the scheduled date of this course. Please
check back later.
Format/Venue
Via Webcast Replay

ALI CLE webcasts can be viewed on a desktop, laptop, or iPad/notebook, and are
supported on Safari, Firefox, Chrome, and Edge browsers. To ensure a smooth
webcast experience, do not view on a smartphone or use Internet Explorer. For
more detailed system requirements, click here.

Sponsors

CLE/CPE Credit

MANDATORY CLE CREDIT

ALI CLE programs are generally accredited in all MCLE jurisdictions. Credit in
ID, LA, RI, and UT is available upon request. Click here for more information
about CLE state requirements or CPE for accountants/NASBA, or email
TeamMCLE@ali-cle.org.

New York credit: ALI CLE Elimination of Bias/Diversity/Inclusivity programs and
Skills programs are for experienced attorneys only. Newly admitted attorneys may
earn Ethics and Professionalism credit only in the live classroom setting or by
participation in a live webcast that offers synchronous interactivity; Ethics
and Professionalism webcast replays and on-demand programs are therefore not
eligible for New York transitional credit. All other ALI CLE programs are deemed
appropriate for both newly admitted and experienced New York attorneys. While
overall educational content may be noted as intermediate or advanced, it is
extensive in scope and provides learning opportunities for all experience
levels.
   
 * Webcast
   

WEBCAST

EOB/D: Elimination of Bias/Diversity SA/MH: Substance Abuse/Mental Health

Approved

Pending

Self-Submit

Credit Not Offered State General Ethics EOB/D SA/MH Alabama AL
Expires: 1.5 0 0 0 Alaska AK
Expires: 1.5 0 0 0 Arizona AZ
Expires: 1.5 0 0 0 Arkansas AR
Expires: 1.5 0 0 0 California CA
Expires: 1.5 0 0 0 Colorado CO
Expires: 1.8 0 0 0 Connecticut CT
Expires: 1.5 0 0 0 CPE Credit CPE
Expires: 0 0 0 0 Delaware DE
Expires: 1.5 0 0 0 Florida FL
Expires: 2 0 0 0 Georgia GA
Expires: 1.5 0 0 0 Hawaii HI
Expires: 1.5 0 0 0 Idaho ID
Expires: 1.5 0 0 0 Illinois IL
Expires: 1.5 0 0 0 Indiana IN
Expires: 1.5 0 0 0 Iowa IA
Expires: 1.5 0 0 0 Kansas KS
Expires: 0 0 0 0 Kentucky KY
Expires: 1.5 0 0 0 Louisiana LA
Expires: 1.5 0 0 0 Maine ME
Expires: 0 0 0 0 Minnesota MN
Expires: 0 0 0 0 Mississippi MS
Expires: 1.5 0 0 0 Missouri MO
Expires: 1.8 0 0 0 Montana MT
Expires: 1.5 0 0 0 Nebraska NE
Expires: 1.5 0 0 0 Nevada NV
Expires: 1.5 0 0 0 New Hampshire NH
Expires: 1.5 0 0 0 New Jersey NJ
Expires: 1.8 0 0 0 New Mexico NM
Expires: 1.5 0 0 0 New York NY
Expires: 1.5 0 0 0 North Carolina NC
Expires: 1.5 0 0 0 North Dakota ND
Expires: 1.5 0 0 0 Ohio OH
Expires: 1.5 0 0 0 Oklahoma OK
Expires: 2 0 0 0 Oregon OR
Expires: 1.5 0 0 0 Pennsylvania PA
Expires: 1.5 0 0 0 Puerto Rico PR
Expires: 1.5 0 0 0 Rhode Island RI
Expires: 1.5 0 0 0 South Carolina SC
Expires: 1.5 0 0 0 Tennessee TN
Expires: 1.5 0 0 0 Texas TX
Expires: 1.5 0 0 0 Utah UT
Expires: 1.5 0 0 0 Vermont VT
Expires: 1.5 0 0 0 Virgin Islands VI
Expires: 1.8 0 0 0 Virginia VA
Expires: 1.5 0 0 0 Washington WA
Expires: 1.5 0 0 0 West Virginia WV
Expires: 1.8 0 0 0 Wisconsin WI
Expires: 1.5 0 0 0 Wyoming WY
Expires: 1.5 0 0 0


American Law Institute Continuing Legal Education
4025 Chestnut Street
Philadelphia, PA 19104-3099

+1 (800) CLE-NEWS

Accessibility Statement  |  Privacy Statement  |  Sitemap


 * ABOUT US
 * DIVERSITY
 * NEWS
 * EMPLOYMENT
   
 * FAQ
 * SCHOLARSHIPS
 * CONTACT US

 * 
 * 
 * 
 *