Overview of the exposures related to electronic discovery and the need for a document retention/destruction policy. Offers guidelines for writing a document retention/destruction policy. Presented to a group of association finance and administration executives.

1. Where’s the Shredder? A Risk Management Approach to Document Retention and Electronic Discovery February 27, 2008 Eileen Morgan Johnson Whiteford Taylor & Preston, LLP Leslie T. White, CPCU, CIC, ARM, CRM Croydon Consulting, LLC

2. Records Management Risk Management

4. Risk Management Cycle Identify risks Evaluate & prioritize risks Select risk management techniques Implement techniques Monitor & improve the program

28. Presenters Eileen Morgan Johnson Whiteford Taylor & Preston, LLP 3190 Fairview Park, Suite 300 Falls Church, VA 22042 703-280-9271 [email_address] www.wtplaw.com Leslie T. White, CPCU, CIC, ARM, CRM Croydon Consulting, LLC P O Box 1414 Severna Park, MD 21146 410.544.0913 [email_address] www.croydonconsult.com