Every organization has some legal obligation to retain and/or dispose of records. A retention schedule typically reflects this duty and is the policy document that drives compliance. The schedule itself may be more or less complex, and so too the legal research that supports its conclusions. Searching for legal requirements pertaining to record-keeping and applying these rules to the organization’s retention schedule is an activity that has its pitfalls and challenges to trap the unwary and uninitiated. This session will look at those challenges and address the strategies needed to overcome them. Understanding this process is a key component in building a defensible schedule and is a must-have skill for legal and compliance professionals seeking to build a defensible disposition strategy.