Senior Records Analyst / Licensed Attorney

How Long to Keep Your Records

How Do You Know How Long to Keep Your Records?

A company’s records retention schedule (RRS) needs proper retention periods for their records and information. So, what do these retention periods do? They help designate information you should retain and tell you how long to keep it. In fact, once you finalize and implement well-defined retention periods, they can help ensure you properly and consistently…

Bringing the Cloud Down to Earth

As companies of all sizes begin to store data in the cloud, privacy issues have become big news. Apple co-founder Steve Wozniak commented on the cloud, saying that “the more we transfer everything onto the web, onto the cloud, the less we’re going to have control over it.”[1] A major problem for companies is a…

Identifying Personally Identifiable Information

Data breaches are an everyday occurrence that demonstrate no enterprise or individual is impervious to vulnerabilities. In 2015, there were 781 known data breaches in the U.S., the second highest year since the Identity Theft Resource Center began tracking them in 2005.[1] Between this influx of breaches and rapidly evolving and emerging privacy laws, it is…

Brexit Implications for Records Management

Brexit Implications for Records Management Immediately following the news of Britain’s decision to the leave the EU by vote, many unanswered questions arose regarding the implications for companies operating in the UK.  Nothing has changed yet, but moving forward and following the anticipated confirmation of the UK’s exit, records management issues will be one of…

Tips to prepare for the EU Financial Instruments Directive’s communications preservation requirements

Implementation of the “Markets in Financial Instruments Directive” or MIFID II is most likely delayed until at least early 2017, but companies should not delay in taking steps to prepare for its elevated communications record-keeping requirements.  The EU Commission’s second MIFID broadly applies to any business that is involved in the distribution and/or trading of…