News & Events
Online Seminar
Title:
Date:
Time:
Duration: |
Records Lifecycle Management — Guide to Getting It Right
Thursday, April 28, 2005
View Recording Now
60 minutes |
| |
|
|
|
Presenters: |
Richard (Dick) Fisher
Senior Consultant
Cohasset & Associates
Brian Smith
Corporate Vice President
New York Life |
|
As one of the largest life insurance companies in the United States, New York Life was faced with the daunting task of developing enterprise-wide Records Lifecycle Management policies and procedures. A Fortune 100 company in one of the most highly regulated industries, with multiple operating companies and a highly distributed IT infrastructure, building and implementing a plan had significant challenges and some unexpected benefits.
At this event, Brian Smith, Corporate Vice President, will present the process New York Life went through developing and implementing their records management plan. He’ll describe how New York Life was able to reduce costs associated with the long term retention and management of corporate records, reduce the associated IT and business risks and reduce the overhead associated with legal discovery by implementing a comprehensive records lifecycle management strategy.
Dick Fisher, Senior Consultant with Cohasset Associates will offer practical advice regarding the challenges and opportunities associated with developing policies and procedures.
During this practical, user-focused session, participants will learn:
- Why archiving is not enough to meet retention and supervision requirements
- Why records lifecycle management is important to all organizations; not just those in highly regulated industries
- The challenges associated with records lifecycle management
- Regulatory and records management trends and opportunities
- Best practices for records lifecycle management
- Key components of a successful records lifecycle management program
- What to consider when selecting a vendor
- Mistakes to avoid – from an end user perspective
- How New York Life is using AXS-One technology to manage the lifecycle of their records in compliance with corporate policies and procedures
Who Should Attend?
CIOs, Senior IT and Operations Executives, Records Managers, Compliance Directors, and Attorneys charged with:
- E-mail/messaging management
- Information management
- Records management
- Legal and regulatory compliance
- Business continuity
- Privacy issues
- Storage and information integrity
About the Presenters
Dick Fisher
Dick is a senior consultant and project manager with Cohasset Associates, Inc. He has over 30 years experience in computer-based information processing, management and communication. Mr. Fisher is considered one of the pioneers in image and information management and for the past 20 years, he has specialized in image and document-based management systems and electronic records management applications. In 1998, Mr. Fisher was recognized by AIIM with the Carl E. Nelson award for excellence in electronic document and record management.
For more information visit the Cohasset Associates website.
Brian Smith
Brian Smith is Corporate Vice President at New York Life Insurance Company, a Fortune 100 company and the largest mutual life insurance company in the United States. Headquartered in New York City, New York Life's family of companies specialize in the provision of life insurance policies, annuities, mutual funds and other investments. Brian has lead multiple projects to establish and enforce corporate-wide record retention procedures for discovery and regulatory requirements needs.
Note: You can attend AXS-One web seminars, via the internet, at your own desk. All you need is an Internet connection for the visuals and a phone line for audio. Recorded presentations require the WebEx player. You can download the player at the following URL: http://axsone.webex.com/client/latest/atplay.exe
|
