New York City: Meeting Client Specific Information Governance and Retention Requirements

When: May 23, 2019 from 12:00 to 13:30 (ET)

Description

High-profile security breaches, tougher laws, regulations governing data protection and data privacy have led to heightened client awareness of the risks associated with poorly managed information.

Law firms now face more scrutiny about their information governance (IG) policies and procedures than ever before. Request for proposal (RFP) from clients and prospects are requiring detailed information on how firms apply, review and manage IG, while clients’ outside counsel guidelines are making very specific demands about records retention. Audits to assess how firms are enforcing these requirements are also happening more frequently, causing a significant strain on internal resources.

Is your firm making the most of technology to manage client specific IG requirements? Join information governance professionals and technology experts from FileTrail as they discuss challenges and best practices.

This session will cover topics including:

Why information governance is emerging as a cornerstone of effective risk management
Streamlining matter mobility related to lateral hires, departures and client file transfer requests
Defining and implementing firm IG policies
Evaluating and managing compliance with client-specific requirements as defined in RFPs and out-side counsel guidelines
Automating records retention and disposition

We will also explore the intersection of policy, process and technologies, strategies for creating a more comprehensive approach to IT, integrating information technology, records and compliance.

Don’t miss this opportunity to hear from your peers, share your experiences and ask the experts about how both your firm and your clients can benefit from a more proactive approach to information governance.

If you play any role touching IG, and want to help your firm survive and thrive in today’s complex environment, join our conversation.

* Located on the corner of Whitehall and Water. Subway information: R/W to Whitehall South Ferry; 1 to South Ferry; 4/5 to Bowling Green. Attendees must register in advance, have photo identification and check in with security.

Speakers

Derick Arthur literally grew up in law firms and is Director of Records and Information Governance at King & Spalding since 2016. He is responsible for the oversight of records and information governance and is currently optimizing existing processes, building new ones and enhancing human capital to adapt to the ever-changing records and IG landscape at his firm. Derick is currently a member of ILTA, ARMA and the Law Firm Information Governance Symposium (LFIGS), and has also held leadership roles at each.

Frank LaSorsa, CRM is currently Director of Records and Compliance at Kelley Drye and Warren and very involved in the firm’s information governance program. He is a former President of the NY Metro ARMA chapter and over the years has presented at many industry events. After 35 years of being governed by information, he is ready to turn the tables by overcoming some of the obstacles that have been blocking good governance.

Darrell Mervau is the President of FileTrail. He has been in the forefront of reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules, with a modern approach to information governance. Looking to automate and manage IG lifecycle, including policy management, document review and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility, and client audit response.