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LIVE WEBINAR: Records Management Program Ready for Audit and Litigation Preservation?

Wednesday, January 17 @ 1:00 pm - 2:00 pm

1 CPS in Specialized Knowledge!

January 17, 2018 | 1pm — 2pm, EST

Records Management Program Ready for Audit and Litigation Preservation?

Presented by B. John Masters, Alyx Technologies, Inc.


As with any other business transaction, grants create business records of various types which must be properly maintained for the legally required time. This means having a proper records disposition schedule, and demonstrating compliance with good RM practices. In the case of situations involving even potential litigation there is a duty to preserve. Organizations need a litigation hold process in place, and be able to demonstrate that you consistently follow all policies and procedures.

Learning Objectives:

  1. The components of a defensible records management program.
  2. How to apply a records management program in real life, and how technology can be used to support best practices.
  3. How to react to potential litigation and discovery orders from a records management perspective.


Additional Information:

Grant Professionals, including Grant Specialists, Grant Administrators, Grant Managers, Program Officers, Grant Officers, Auditors
Group Live
Refunds will only be given for cancelling a single webinar purchase, when received by noon on the Friday prior to the training. There are no exceptions. Substitutions are allowed. For series holders, cancelling a webinar is equivalent to forfeiting that event.

For more information regarding event and/or administrative polices such as complaints, please contact Bo Inscho at bo@ngma.org or (202) 308-9443.

CPE-transparentNational Grants Management Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


Wednesday, January 17
1:00 pm - 2:00 pm
Event Category:
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