Retention Program Development Certificate

    In this certificate program you will acquire the research and appraisal skills necessary for developing a records retention schedule or revising an existing one. A detailed 10-step methodology will help you learn how to schedule both electronic and analog records and how to employ project management techniques for allocating resources.

    The skills you’ll learn also apply to assessing and monitoring retention schedules developed by external consultants. The program concludes with a case study that illustrates the learning points and helps participants to more thoroughly grasp the methodology. 


    Learning Objectives:
    Upon completion of this certificate program, you will be able to:

    1. Allocate project resources
    2. Conduct contextual and functional analyses
    3. Compile a records inventory
    4. Identify requirements for records
    5. Develop a records retention schedule
    6. Document supporting materials


    CRM credits = 6.5 hours


    Facilitator Biography:

    Sofia Empel, Ph.D., IGP, CRM, director, information governance at Connolly iHealth, specializes in getting the right content to the right person or entity at the right time safely and efficiently. Her experience includes all aspects of records and information management program development, training, technology implementation, and other analytical services. Dr. Empel frequently teaches, writes, and speaks on information governance and RIM related topics.


    Target Audience:

    This course is designed for information management professionals and other individuals involved in records retention schedule development, lifecycle management of information, and regulatory, legal, and organizational compliance – such as attorneys, risk managers, IT specialists, and administrators. (ARMA Core Competencies Level 3)


    Hotel Information:

    Need a place to stay for the night? Reserve a room at the same hotel where the roadshow will take place:

    New Orleans

    Hilton New Orleans/St. Charles Avenue
    333 St. Charles Ave – New Orleans, LA 70130


    Hilton Arlington
    950 N Stafford St – Arlington, VA 22203

    Delta Airline Discount:

    Reservations and ticketing are available via or by calling Delta Meeting Network Reservations at 800-328-1111. (Please note that a Direct Ticketing Charge will apply for booking by phone.) 

    When booking online, select Book A Trip, click on Advanced Search and enter the meeting code NMKNJ in the box provided on the Search Flights page. This code is good for all US and Canada flights on Delta and partner airlines but must be booked through 

    Discounts can range from 2-8% depending on the booking class selected and the code is good for 3 days prior to and 3 days after the event dates.

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