Creating a Modern, Compliant, and Easier-to-Execute Records Retention Schedule

In today’s rapidly evolving digital landscape, traditional records retention schedules are no longer sufficient. Increasing recordkeeping requirements, emerging privacy rules, and the need to embrace AI mean that organizations’ retention policies must evolve from a ‘check-the-box’ task into a strategic policy that drives compliance, eliminates data minimization conflicts, and enhances productivity.

A well-designed schedule not only ensures regulatory compliance but also fosters collaboration with business units, reduces conflicts, and supports automation of classification and disposition processes.

In this webinar, Mark Diamond and Tom Mighell of Contoural explore how to create a modern, compliant, and easier-to-execute records retention schedule, including:

• Elements of a modern schedule: Integrate compliance, privacy, and business value into your records retention policy.
• Data minimization and recordkeeping: Resolve potential conflicts between retention rules and privacy data minimization mandates.
• Automation: Design a schedule that supports automated classification and disposition for improved efficiency.
• AI alignment: Learn how a schedule can either help or hurt compliant use of generative AI.
• Consensus: Learn strategies to align business groups on what information to retain, how long to keep it, and what can (and should) be defensibly deleted.

Whether you are updating an outdated retention schedule or building a new one, this webinar will provide practical, real-world guidance to help your organization modernize its approach, ensure compliance, and leverage technology to drive both compliant and easier record program execution.