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The risks of over retaining electronic information -compliance, privacy, discovery risks and costs- are well known by Information Governance practitioners. But it seems like getting anyone to care about it can be difficult. This presentation will discuss messaging along with tactics and strategies on how to get your company to not only care about over retention, but perhaps more importantly, to act on it. Even if your organization has been resilient to change so far, smart messaging paired with tactical strategies can get even the stodgiest of companies moving in the right direction. Join Mark Diamond from Contoural for some key take aways including:

- While using the same, tired messaging may not work, rethinking our strategy will work

- It is important to win hearts as well as minds in this campaign -but how do you do that?

- What are the traditional records management practices that turn the organization off to tackling over retention, and what are the more modern approaches that do work

- What are quick wins which you should focus on first



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Mark Diamond, Founder, President & CEO, Contoural

The risks of over retaining electronic information -compliance, privacy, discovery risks and costs- are well known by Information Governance practitioners. But it seems like getting anyone to care about it can be difficult. This presentation will discuss messaging along with tactics and strategies on how to get your company to not only care about over retention, but perhaps more importantly, to act on it. Even if your organization has been resilient to change so far, smart messaging paired with tactical strategies can get even the stodgiest of companies moving in the right direction. Join Mark Diamond from Contoural for some key take aways including:

- While using the same, tired messaging may not work, rethinking our strategy will work

- It is important to win hearts as well as minds in this campaign -but how do you do that?

- What are the traditional records management practices that turn the organization off to tackling over retention, and what are the more modern approaches that do work

- What are quick wins which you should focus on first



files%2Fa%2Fc%2Facc_docebosaas_com%2Fwysiwyg_upload%2F1686929169098-Screen+Shot+2023-06-16+at+11.26.05+AM.png

Mark Diamond, Founder, President & CEO, Contoural

Employees who hoard e-mails and other e-documents create mountains of data and mountains of problems. Data hoarding exposes companies to risks related to privacy, security, eDiscovery, and more; and it saps productivity for those who cannot find the e-files they need. Common anti-hoarding measures can be too aggressive and may drive “underground archiving,” whereby employees save information in unsecured locations. This webinar provides case studies that identify ineffective strategies that are commonly used, as well as real-world IG tactics and strategies that do incentivize employees and business units to change their behavior for the better.

Employees who hoard e-mails and other e-documents create mountains of data and mountains of problems. Data hoarding exposes companies to risks related to privacy, security, eDiscovery, and more; and it saps productivity for those who cannot find the e-files they need. Common anti-hoarding measures can be too aggressive and may drive “underground archiving,” whereby employees save information in unsecured locations. This webinar provides case studies that identify ineffective strategies that are commonly used, as well as real-world IG tactics and strategies that do incentivize employees and business units to change their behavior for the better.

Needing to comply with California and other privacy requirements, many companies are creating data retention policies for the compliant retention and disposition of personal information, only to quickly find that stand-alone data retention policies can conflict with other compliance requirements as well as legitimate business needs. Furthermore, companies are finding out that once developed data retention policy execution can be difficult and inconsistent. Faculty will discuss creating a data retention policy that meet privacy requirements, don't conflict with other compliance requirements and area easier to execute.


Speakers: Kerry Childe and Mark Diamond


Needing to comply with California and other privacy requirements, many companies are creating data retention policies for the compliant retention and disposition of personal information, only to quickly find that stand-alone data retention policies can conflict with other compliance requirements as well as legitimate business needs. Furthermore, companies are finding out that once developed data retention policy execution can be difficult and inconsistent. Faculty will discuss creating a data retention policy that meet privacy requirements, don't conflict with other compliance requirements and area easier to execute.


Speakers: Kerry Childe and Mark Diamond


Finally now that large amounts of email and unstructured data are in M365 organizations are ready to apply automated disposition for expired information. Except many of these initiatives are coming to a grinding halt when it is discovered that this automated disposition may violate custodian-based legal holds. In this advanced webinar Greg Forest from Contoural will discuss how to migrate traditional IT or custodian-based legal hold processes to more compliant and disposition friendly process that leverages M365 retention and disposition controls. He will review how to implement broad early case holds until the Meet and Conference, which can then be narrowed and held until the release. Preserve what you must to be compliant and defensive while still allowing ongoing disposition of non-relevant expired information. Release and dispose when done. Just us for what will be a lively conversation.


Speakers: Greg Forest and Tom Mighell

Finally now that large amounts of email and unstructured data are in M365 organizations are ready to apply automated disposition for expired information. Except many of these initiatives are coming to a grinding halt when it is discovered that this automated disposition may violate custodian-based legal holds. In this advanced webinar Greg Forest from Contoural will discuss how to migrate traditional IT or custodian-based legal hold processes to more compliant and disposition friendly process that leverages M365 retention and disposition controls. He will review how to implement broad early case holds until the Meet and Conference, which can then be narrowed and held until the release. Preserve what you must to be compliant and defensive while still allowing ongoing disposition of non-relevant expired information. Release and dispose when done. Just us for what will be a lively conversation.


Speakers: Greg Forest and Tom Mighell

An ongoing accumulation of emails, files, and paper documents can increase costs, raise risks, and undermine records programs. It seems like every move to cull this pile of documents and data either runs afoul of legal holds, faces a wall of opposition from the business units, or is simply too difficult. In this presentation, you will learn real-world, best practices for compliantly, defensibly, and easily deleting electronic information.


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Tom Mighell, Chief Operating Officer of Delivery Services, Contoural


An ongoing accumulation of emails, files, and paper documents can increase costs, raise risks, and undermine records programs. It seems like every move to cull this pile of documents and data either runs afoul of legal holds, faces a wall of opposition from the business units, or is simply too difficult. In this presentation, you will learn real-world, best practices for compliantly, defensibly, and easily deleting electronic information.


files%2Fa%2Fc%2Facc_docebosaas_com%2Fwysiwyg_upload%2F1694526457261-Tom-Mighell-Headshot-e1601502914601.png

Tom Mighell, Chief Operating Officer of Delivery Services, Contoural


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