Frederick M. Borchardt, Partner, KPMG LLP to Speak at KC’s Event on Rule 502: Implementing & Maintaining Records Retention on 07/15/09
New York, NY, May 07, 2009 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts has announced today that Frederick M. Borchardt, Partner, Leader, National Records Risk Management Service Line of KPMG LLP will speak at the Knowledge Congress’ webcast entitled: “Rule 502: Implementing and Maintaining Records Retention”. This event is scheduled for July 15, 2009, at 12:00 PM - 2:00 PM EDT. (For further details, please visit: http://knowledgecongress.org/event_2009_R502.html)
Event Synopsis:
Establishing and maintaining procedures for records retention and data management is crucial to help avoid potentially crippling issues for your company or clients. Rule 502: Implementing and Maintaining Records Retention LIVE Webcast which is especially geared to CPA’s, Auditors, Attorneys and Consultants, will pinpoint the Federal Rules of Evidence regarding Electronically Stored Information, Including ways to protect very privileged data.
Some of the key areas covered by this webcast:
- Analysis of Rule 502
- Issues surrounding the destruction of documents and data (18 U.S.C. Section 1503)
- How to devise and implement effective records programs
- Avoiding the pitfalls of other companies
This Live webcast is a must attend event for professionals who are at least partially responsible for data management policies at theirs or their client’s firms.
About Frederick M. Borchardt
Fred is a member of KPMG LLP’s Forensic Advisory Services practice and leads its national Records Risk Management service line. He has been a Partner with KPMG for 26 years. In his 36 years of experience with KPMG, Fred served as an Audit Partner in the New York City Banking Practice from 1985 to 1988, and led the Chicago Financial Services Audit Practice through 1998, when he joined the St. Louis Advisory Services Practice.
Professional and Industry Experience: Fred’s industry experience includes banking, broker dealer and investment advisors, as well as consumer products. Core strengths and accomplishments include: Instituted an enterprise wide Records Management Program and Governance Structure for a major U.S. broker dealer by leading a KPMG team; Conducted a needs assessment and built definition requirements for a Records Management application at a major professional services organization; Lead KPMG’s Response/Support to assist an international bank and a U.S. broker leader in responding to FDIC/NASD regulatory actions relating to Records Management failures; Assisted KPMG internal audit teams in conducting audit assessments of Record Management Programs at two national financial service organizations; Developed business requirements for the selection and implementation of an Enterprise Records Management solution for a Fortune 50 Company.
Publications and Speaking Engagements: Contributing editor to the Third Edition of the Banker’s Handbook.
Other Activities: Former Member of the Board of Advisors for the Banking Research Center at J.L. Kellogg Graduate School of Management; Member of KPMG’s Partner Audit Committee; Alumni member of Leadership Greater Chicago.
Education, Licenses & Certifications: Licensed CPA, Missouri, Illinois, Ohio & Oklahoma; BS & BA, University of Missouri–St. Louis.
About KPMG LLP
KPMG is a global network of professional firms providing Audit, Tax, and Advisory services. It operates in 148 countries and have more than 113,000 professionals working in member firms around the world. Its purpose is to turn knowledge into value for the benefit of its clients, people, and the capital markets. KPMG's member firms aim to provide clients with a globally consistent set of multidisciplinary financial and accounting services, based on deep industry knowledge. KPMG plays an important role in the capital markets, and are highly active in supporting positive reform within its industry to strengthen credibility and confidence. They believe corporate social responsibility is at the heart of all great organizations, and are committed to making a real difference to the communities in which it operates.
For more information about Frederick M. Borchardt and KPMG LLP, please visit the website at http://www.kpmg.com.
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org.
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Event Synopsis:
Establishing and maintaining procedures for records retention and data management is crucial to help avoid potentially crippling issues for your company or clients. Rule 502: Implementing and Maintaining Records Retention LIVE Webcast which is especially geared to CPA’s, Auditors, Attorneys and Consultants, will pinpoint the Federal Rules of Evidence regarding Electronically Stored Information, Including ways to protect very privileged data.
Some of the key areas covered by this webcast:
- Analysis of Rule 502
- Issues surrounding the destruction of documents and data (18 U.S.C. Section 1503)
- How to devise and implement effective records programs
- Avoiding the pitfalls of other companies
This Live webcast is a must attend event for professionals who are at least partially responsible for data management policies at theirs or their client’s firms.
About Frederick M. Borchardt
Fred is a member of KPMG LLP’s Forensic Advisory Services practice and leads its national Records Risk Management service line. He has been a Partner with KPMG for 26 years. In his 36 years of experience with KPMG, Fred served as an Audit Partner in the New York City Banking Practice from 1985 to 1988, and led the Chicago Financial Services Audit Practice through 1998, when he joined the St. Louis Advisory Services Practice.
Professional and Industry Experience: Fred’s industry experience includes banking, broker dealer and investment advisors, as well as consumer products. Core strengths and accomplishments include: Instituted an enterprise wide Records Management Program and Governance Structure for a major U.S. broker dealer by leading a KPMG team; Conducted a needs assessment and built definition requirements for a Records Management application at a major professional services organization; Lead KPMG’s Response/Support to assist an international bank and a U.S. broker leader in responding to FDIC/NASD regulatory actions relating to Records Management failures; Assisted KPMG internal audit teams in conducting audit assessments of Record Management Programs at two national financial service organizations; Developed business requirements for the selection and implementation of an Enterprise Records Management solution for a Fortune 50 Company.
Publications and Speaking Engagements: Contributing editor to the Third Edition of the Banker’s Handbook.
Other Activities: Former Member of the Board of Advisors for the Banking Research Center at J.L. Kellogg Graduate School of Management; Member of KPMG’s Partner Audit Committee; Alumni member of Leadership Greater Chicago.
Education, Licenses & Certifications: Licensed CPA, Missouri, Illinois, Ohio & Oklahoma; BS & BA, University of Missouri–St. Louis.
About KPMG LLP
KPMG is a global network of professional firms providing Audit, Tax, and Advisory services. It operates in 148 countries and have more than 113,000 professionals working in member firms around the world. Its purpose is to turn knowledge into value for the benefit of its clients, people, and the capital markets. KPMG's member firms aim to provide clients with a globally consistent set of multidisciplinary financial and accounting services, based on deep industry knowledge. KPMG plays an important role in the capital markets, and are highly active in supporting positive reform within its industry to strengthen credibility and confidence. They believe corporate social responsibility is at the heart of all great organizations, and are committed to making a real difference to the communities in which it operates.
For more information about Frederick M. Borchardt and KPMG LLP, please visit the website at http://www.kpmg.com.
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org.
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Contact
The Knowledge Congress
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
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