Records and Information Management Best Practices
Description
The information covered in this session will be:
1. Records and Information Management Today
2. Client Expectations & RFP's
3. Work Intake & Workflow Processes
4. Document Management & E - Mail Management
5. A Matter Centric Approach
6. Lateral Hires & Departing Lawyers
7. Litigation Holds/Preservation Orders/E-Discovery
8. Records Retention & Destruction
Our Speaker:
Mary Trudell is the, Director of Records and Information Management at Fasken Martineau DuMoulin LLP. Mary has over 17 years of records and conflicts management experience. Mary has successfully overseen several conversions as they pertain to both conflicts and records management, and has led the design and implementation of new processes, procedures and systems. More recently, she has developed risk management programs, business continuance plans, records retention guidelines and workflow/work intake solutions. She regularly collaborates with various committees, departments, lawyers, and secretaries to continually implement changes in practices, procedures and technology. Mary has been a member of ARMA International since 1990 and she participates regularly in local ALORMA Meetings with her peers.