Records Management Rules and Practices

Thursday, October 14, 2010, 11:30 am – 1 pm

Recorded information is the foundation and lifeblood of any organization. The ability of an organization to create, distribute, use, maintain, and dispose of a record parallels their ability to be successful.   If not managed effectively, records can cost the organization time, money, reputation, and open the door to the risk of litigation. This workshop will present new information compliance issues, and related liability. We’ll share ideas on how to store, transmit, and dispose of proprietary information without exposing your organization to fines and/or lawsuits.  Sample policies, fact sheets and resources will be provided so you can walk away from this short seminar with enough information to begin the process of developing a comprehensive plan, or amend your current office policies to comply with HIPAA, FACTA, the Red Flag Rule, and new legislation.

Please RSVP to rsvp@npdp.org or 406/756-3618 to ensure enough seating and handouts if you plan to attend.

Museum at Central School
124 First Avenue East, Kalispell
Free

presented by Sherri Ohs-Mosley of Montana Records Management
hosted by the Nonprofit Development Partnership

About the presenters
Montana Records Management specializes in helping organizations develop a safe and accurate retention schedule policy unique to the nature of the organization.  Since 1994, they have been the leader in records and information management services in Montana and the surrounding states.  They are a full service records center catering to the needs of our customers in many areas.

Sherri Ohs-Mosley is a native of Helena, Montana with an extensive background in small business entrepreneurship in a wide variety of fields, including utilities, property development, construction, mini-storage business, and now is the owner of Montana Records Management, LLP in Helena.  Sherri has varied interests and has campaigned for politics, traveled the world on church mission teams, is currently on the Board of Directors for The Florence Crittenton Home, and is active in her local church.  She is a certified member of the National Association of Information Destruction (NAID), Professional Records Information Services Management (PRISM), and past Secretary of the non-profit Helena Team Penners Association (HTPA).   Her hobbies include horses, gardening, reading, hiking, skiing, and traveling.  Sherri has 4 adult children, 4 grandchildren, and is married to her husband, General Randy Mosley (ret).

Brian Rushing works for Montana Records Management.

For information, contact:
email: admin@npdp.org
Phone #: 406/756-3618

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