by Cheryl Young | Oct 6, 2022
As custodians of client records, businesses are ethically obligated to manage records responsibly, and are bound to do so by federal, state, local and where they apply, international regulations. Businesses are also obligated to manage their own business records in...
by Cheryl Young | Aug 30, 2022
Were you surprised that the Secret Service’s cellphone texts are considered records, and that Alex Jones’ text messages were included in a responsive document set? If so, a refresher on what a business record is may be in order. A business record is recorded...
by Cheryl Young | Jul 27, 2022
Why do Bear Markets increase the risk of litigation and audit? We’ve seen this play out before. When Wall Street was booming leading up to the housing and financial crisis of 2008, the U.S. financial system seemed sanguine, so regulators and investors saw little...
by Cheryl Young | Jun 27, 2022
Is your organization prepared to respond to a request to be forgotten by one of your customers? Did you know such a request is their right according to the European Union’s GDPR and California’s CCPA/CPRA? Is your organization prepared to provide all responsive...
by Lyell Marks | Dec 9, 2021
There used to be a saying in business, “You can have it cheaper, faster or better. Pick two.” “Pick two” is no longer competitive. Customers, shareholders and stakeholders expect all three—all the time. In the early 2000’s, companies invested heavily in information...
by Lyell Marks | Nov 9, 2021
WHAT IS A RETENTION SCHEDULE? A records retention schedule is the cornerstone of an effective information governance program. It is a policy document that defines an organization’s legal, operational, historical and compliance recordkeeping requirements,...
