Records Retention Schedules and Supporting Research

April 15, 2015
11:45 AM PDT - 1:00 PM PDT

225 Bush St, East Lobby, 2nd Floor
San Francisco, CA

Session: Records Retention and Defensible Disposition

Policy program elements and strategies to defensibly dispose of legacy information.

Information Governance and Records Management Programs require a comprehensive policy framework, supported by records retention schedules, which inform how information is managed and for how long it is retained.  In addition, organizations need strategies to defensibly dispose of legacy information, which often lacks sufficient detail needed to apply an explicit records retention category and related disposition rule, or the sheer volume makes this largely manual process impractical and too costly.  This session will provide an overview of the necessary policy and retention schedule elements and will suggest strategies to defensibly dispose of legacy information and records

Our Speaker:  Terrence (Terry) Coan, CRM is a Senior Director at HBR Consulting, a globally recognized consulting firm providing strategic, business process, and technology consulting services to law firms and corporate law departments. His practice focuses on implementing or enhancing information governance and records management programs with extensive experience focused on law firm matter lifecycle management.  He has nearly 30 years of experience and has consulted for clients in the financial services, government, hospitality, insurance, legal services, pharmaceutical/biotech, and real estate development industries.

A frequent speaker on information governance and records management spanning policy, strategy, risk mitigation and cost reduction, Terry is a founding member of the Law Firm Information Governance Symposium dedicated to promoting industry best practices for managing law firm information. He has been active in a variety of leadership roles for ARMA International, including as President-Elect, President, and Chairman of the Board from 2000 – 2003. Terry is a Certified Records Manager and a 2005 recipient of the ARMA International Distinguished Service Award

If you have any questions please feel free to reply back and we'll get you an answer as soon as possible.


Michele Koepf

2014-15 ARMA GG President



What is the refund policy?

Refunds are available upon request up to 48 hours prior to the event. Thank you.



$10.00 Member RSVP

$10.00 Non-Member RSVP