Implementing Effective Records Management Audits

Implementing a records management program is only half the equation; measuring its success is the other half. In this session, you will discover successful strategies for designing program controls and audit processes for your records management program. You will learn to develop a program audit framework, including how to determine the right metrics to measure, vehicles for collecting relevant data, data sampling techniques, how to identify whom to audit, managing the data collection process, and interpreting the results.

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

  1. Apply the top five audit strategies for records program
  2. Implement audit processes that bring results
  3. Determine the right measurements and controls for your program
  4. Interpret your audit results for continuing improvement
 About the Presenter:  Christina Torres, CIPP, CRM, PMP, Director of Corporate Records for Microsoft Corporation, has more than 10 years’ experience in document and records management technology integration, policy implementation, e-discovery, and project management. Her mission is to bring records management to the next generation of integrated, compliance-enabling processes and technologies that are transparent to end-users and meet corporate legal requirements. Prior to her position at Microsoft, she held the position of Director of Records & Information Management at USAA in San Antonio, Texas.


Location:  Cincinnati Insurance Company, 6200 S. Gilmore Rd, Fairfield OH

Directions:  North 75 to West 275 to Fairfield/Forest Park exit 39, pass Cincinnati Mall, Cincinnati Insurance Company is on same side as mall.

11:15 -11:30 Registration

11:30 – Noon Lunch

Noon – Presentation

Register via email to Denise Witzgall by Friday Feb 10th

Members: $15,   Non-Members: $20, Students: $10  – first time guests are FREE

Note:  If you register and need to cancel, please do so by Monday, Feb 13th.  If you do not cancel by that date, you are responsible for the meeting fee to cover the lunch order.

The board will meet immediately following the presentation and all members are welcome to attend.