Document Management and Retention Policies for Clients and Law Firms

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1 The Chicago Bar Association & Chicago-Kent College of Law Present Document Management and Retention Policies for Clients and Law Firms A unique full-day seminar for all attorneys, but especially for those working as business/corporate lawyers, corporate counsel, litigators, or law firm managers. Topics include: Document management, including record retention and archives Avoid e-discovery traps and technology issues Ethical considerations Document destruction Earn 6 hours IL MCLE, including 2.5 hours of Illinois professional responsibility credit (subject to approval) Location: Chicago-Kent College of Law 565 W. Adams Chicago, IL Date: Friday, March 12, 2010 Time: 8:15 a.m. - 4:30 p.m. Registration: Call or online at A special thank you to:

2 Document Management Record Retention & Archival Ethical Considerations for Lawyers Technology Issues Avoiding e-discovery Traps Document Destruction Learn the How, Why and Where Most of us know of the existence of HIPAA, Sarbanes- Oxley, and Gramm-Leach-Bliley and the Rules of Professional Conduct. What other state and federal laws and regulations also contain records retention requirements? What measures need to be instituted to be prepared should e-discovery issues arise? What actions could result in sanctions? If you were asked to advise clients or your company on records retention, would you know the numerous ways documents and communications can be disseminated, stored and eliminated? Do you or your clients know all the myriad of places that records are stored? Is there a document inventory? What are the issues raised by outsourcing? What are the Sedona Guidelines? With electronic records and communications being added to paper records, new devices appearing every day, and an increase in remote computing the task of capturing it all and organizing it can become a daunting task. What types of records must you be concerned with? Which electronic records are part of the client file and how does a law firm or legal department manage this new and potentially very large collection of data? How do you write a policy and procedures manual? How and when do you destroy client files, electronic communications and files? What are your ethical and malpractice considerations? Can documents be read by newer versions of software or do you need to retain older versions of software and hardware when updating? This conference will help you identify areas of concern in records management and retention and ways to advise on appropriate actions. Our fantastic panel will discuss records management from creation/receipt through day to day workflow, to retention and storage and finally to structured destruction. PANELISTS INCLUDE: Thomas Bradley, Partner, Laner Muchin Alexandra G. Buck, Director and Senior Counsel of E-Discovery and Records Management, Legal Division, Abbott Laboratories Inc. Laurie L. Gingrich, CRM, National Records Management Director, PricewaterhouseCoopers James J. Grogan, Deputy Administrator and Chief Counsel, Illinois Attorney Registration and Disciplinary Commission Jim Harmening, President, Computer Bits Inc. Mark Lagodinski, CRM, Director of Records Management, Sidley Austin LLP Hon. Bob Moss, CDIA, Adjunct Professor, Chicago- Kent College of Law; Legal Technologist, Law Practice Management Institute Mandi Ross, CEO and Managing Director, Prism Litigation Technology; Corporate Consultant on Best Practices for Handling Information Schedule: 7:45-8:15 a.m.: Registration and Continental Breakfast 8:15 a.m.: Welcome, Panel Introductions and Program Instructions 8:30-11:50 a.m.: Program 11:50 a.m. - 1:15 p.m.: Lunch on your own 1:15-4:30 p.m.: Program

3 Fortunately, you can trust one company to protect it. Information. Created and shared in astonishing quantities and formats. Fortunately, you can partner with Iron Mountain to customize a Compliant Records Management program that meets these complex information challenges. We re the trusted partner of over 90,000 companies around the world, and we d like to talk with you. Please call IRON, or visit Records Management I Data Protection and Disaster Recovery Services I Secure Shredding I Digital Archiving Electronic Discovery Support Services I Health Information Services I Document Management Solutions 2007 Iron Mountain Incorporated. All rights reserved. Iron Mountain and the design of the mountain are registered trademarks of Iron Mountain Incorporated. IC 1/4 page ad 12/20/07 8:25 AM Page 1 Are Your Electronic Records Practices Legally Defensible? ARMA International is a not-for-profit professional association and the authority on managing records and information for the greatest return and mitigation of risk.we re your source for: Standards & best practices Legislative and regulatory updates Information management compliance training materials Technology trends & applications Risk self-assessment tools Document retention, management, records system compatibility these are just some of the areas in which ARMA International offers resources. Let ARMA International help your compliance team succeed!

4 Upcoming Events Tuesday, March 9, 2010: ARMA Chicago Chapter Spring Seminar Location: University of Illinois-Chicago; To register and for more information, visit March 25-27, 2010: American Bar Association TECHSHOW Location: Chicago Hilton Hotel; To register or for more information, visit CBA Members can save $200 by registering before the early bird deadline on February 26 with event promoter discount code EP1030 or save even more by joining the CBA Law Practice Management and Technology Committee s group. A group of up to ten people can register together the Superpass - for a single fee of $ which will be split evenly. To join the group, send an to Kevin Thompson at Lunchtime Presentations by the CBA Law Practice Management and Technology Committee: Location: Chicago Bar Association; Date: 2nd and 4th Friday of the Month; Time: 12:15 p.m. Special Note: You must be a CBA member to participate in CBA committee meetings. Learn more about the scope of the Committee and/or join the Committee at www. chicagobar.org (Under Committees).

5 Chicago Bar Association Registration In-person seminars are held at the CBA Building, 321 S. Plymouth Ct., Chicago, IL 60604, unless otherwise indicated in the program description. Most seminars are Webcast live (as well as archived) at and the West LegalEdcenter. Visit for more information and to register for Webcast programs. 1 Check here if the address below is a new address. Name Firm Address/City/State/Zip CBA Member No. Phone IL ARDC No. (for MCLE purposes) HOW TO REGISTER: Mail form to: CBA Ticketing, 321 S. Plymouth Ct., Chicago, IL Online at Fax form to: Phone with credit card at Program Title Date Cost (Add $10 at door) - Please Circle Member Nonmember Govt. Member 1 Document Management and Retention Policies (C54)** 3/12/10 $150 $225 $120 1$50 Special CBA CLEAdvantage Member Fee 1Chicago-Kent alumni may attend at CBA member rate - please check box to receive this special rate. 1 Yes, I want to order hardcopies of the seminar materials. $25 per seminar. Public parking is available. Bring your ARDC card or number to live seminars to receive Illinois MCLE credit. Please arrive on time, so seminar can begin and end on time. PAYMENT OPTIONS: 1Check 1CBA Account 1CLEAdvantage Member 1VISA 1MasterCard 1American Express 1Discover Card # Exp. Date Signature INFORMATION/CANCELLATION POLICY: No confirmation will be sent. All cancellations must be received in writing 24-hours prior to the seminar to receive a refund (fax or CLEAdvantage MEMBERS WHO DO NOT CANCEL OR ATTEND A REGISTERED SEMINAR WILL BE BILLED $15. Accessible services are available for persons with disabilities, please call or TDD promptly to allow time to provide the necessary accommodations. CBA Law Student Members may purchase onsite seminars at a 50% discount (subject to availability). Limited Seating - Make Your Reservation Early! The CBA is an Accredited MCLE Provider in Illinois. For MCLE details, visit *Indicates no unemployment waivers, student rates, or coupons valid. **Also, CLEAdvantage Plan not valid. PLEASE NOTE: CLE materials are available at (click on CLE, Seminar Materials). You must be registered for the seminar to access the materials. You may preorder a hardcopy of the materials for a $25 fee per seminar. Hardcopy materials are not part of the CLEAdvantange Plan.

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