Ergo is active in the Canadian information management community through delivering courses and presenting at conferences and other events.  This page lists events in which Ergo will be participating.



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Records Retention Scheduling — ARMA NCR Chapter Spring Workshops — April 27, 2015

April 27, 2015

I will be delivering a full day workshop on retention scheduling in Ottawa for the ARMA NCR Chapter Spring Workshops on April 27, 2015.  The agenda for the day will include:

A) An Introduction to Records Retention Scheduling

  • Terminology: records, record series, retention period, active/semi-active/inactive phases of retention, disposition
  • Benefits of records retention schedules
  • Retention schedules for common/administrative records

B) Records Retention Schedule  Development

  • Identify record groups/series
  • Appraise record value (operational, fiscal/audit, legal/ regulatory, and archival value) [record value exercise]
  • Complete legal research
    • Statutes and regulations [Internet demonstration]
    • Bill types and bill status tracking [Internet demonstration]
    • Legislated/regulatory records (retention) requirements
    • Statute of limitation periods
    • Evidence laws
    • Research resources
  • Secure retention period approval
  • Prepare and publish the records retention schedule

Please see the full program details here for this session and others on April 27-28.


Sheraton Hotel
150 Albert Street
Ottawa, Ontario K1P 5G2 Canada
+ Google Map

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