Competitive Edge Opportunities - Practical Expertise, LLC  ... CEO-PE     

CEO-PE
5006 North 25th Road
Arlington, VA 22207
ph: 703 328 3790
fax: 703 534 4921

TRAINING - CURRENT CLASSES

ESSENTIAL TRIBAL RECORDS MANAGEMENT   We are currently designing the next session of this class and determining the location -- you may email us and suggest a location (our current locations include Albuquerque, New Mexico; Oregon (Pacific NW); or St. Louis -- informatoin on this and other classes to be announced soon. 

  • Essential Tribal Records Management (ETRM) - Current Session Full - more sessions to be announced

    FOCUS -- RECORDS & PRIVACY CONCERNS -- Everyone's Daily Responsibilty!

    We Will
     

    •Work with you to determine what is a  Permanent record & what is a Temporary record
    •Establish retention periods, file cutoffs, & proper disposition policy for all your records.
    •Provide easy-to-follow policy guidance for your organization to maintain your records
    •Workwith you to train & implement a records control schedule -- train staff for ongoingbest practices for records management
    •Establish procedures for annual reviews to follow up & update yourRCS to cover new series and systems or revise dispositions of your ongoingseries and systemsas needed
     
    •Determine the extent which existing files, paperor Electronic data in your offices are covered by an approved Records Control Schedule (RCS) & the General Records Schedule(GRS) and customize these models to your needs
    •Review your current recordkeeping requirements to determine what is lacking and what suit your needs
    •Examine pertinent documents & work with your staff todetermine applicable laws and regulations, your Tribal program requires  & develop yourown RCS accordingly
    •Model an RCS approach based on Federal requirements & best practices
    •Customize your RCS based on your organization programs& functions, to improve your business needs

TRAINING "ESSENTIAL" FOCUS AREAS:

Essential Tribal Records Management Training - Albuquerque:

OUR NEXT CLASS IS IN DEVELOPMENT -- news on the focus to follow.   -- stay tuned. 

Understanding of Records Management

Freedom of Information Act (FOIA) – Overview

Overview of Privacy Laws and Understanding the Privacy Act

Safeguarding Personally Identifiable Information

Avoiding Identify Theft and Privacy Resources

OTHER AREAS OF INTEREST

CD's with reference materials; Notebooks with best practices and powerpoint informaion discussed in the training class

Automated - Jeopardy!

Snacks - Location -- at newly rennovated Sheraton Uptown; easy access to Albuquerque and Gathering of Nations activities


Take Home CD's for later reference

Updated Power Point Slides with the latest Records Best Practices & Privacy Breach Information

Raffles

Interactive Training - Tribal Records and Privacy Examples

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CEO-PE
5006 North 25th Road
Arlington, VA 22207
ph: 703 328 3790
fax: 703 534 4921