"What Do We Really Have? Conducting a Records Audit That Works"
May 7, 2026

 

OVERVIEW: A records audit is one of the most effective tools an entity can use to understand what records it has, where they are stored, and how well current practices align with records retention requirements. Many records professionals know they should conduct a records audit - but aren't sure where to begin or how to make it manageable.
 
This webinar will walk participants through practical methods for planning an audit; engaging departments; collecting useful data; and turning audit findings into actionable steps. Attendees will learn how to approach an audit in a way that is manageable, collaborative, and tailored to the unique needs of the organization.
 
After attending this webinar, attendees will be able to:
 
  • Define what a records audit is (and what it is not)
  • Develop a basic plan and scope for a records audit
  • Communicate effectively with departments during the audit process
  • Analyze audit results to support retention schedules and policy updates
 
DURATION: 58 Minutes
 
CREDITS: Preapproved for .5 CEC (Academy of Certified Archivists), 1.0 CIP CEU (AIIM), 1.0 CEU (ARMA International), and 1.0 Study Hour (GARA Certificate Program). 
 
GARA CERTIFICATE CORE COMPETENCY AREAS: "Retention and Disposition" OR "Legal and Compliance Issues"
 
PRESENTER: Robin Lenio, Deputy City Secretary, City of La Porte, TX
 

Robin Lenio is a seasoned local government professional with extensive experience in records management, city governance, and legal affairs. She recently was serving as an Open Government Analyst for the City of La Porte, Texas, where she oversaw compliance with the Texas Local Government Records Act and the Texas Public Information Act, while managing the city’s records and information management program. Robin has since been promoted to Deputy City Secretary for La Porte. Throughout her career, Robin has demonstrated expertise in managing legal documents, conducting research, providing support for city officials, and training staff on compliance with public records and open government laws. Her earlier experience as a legal assistant in Odessa further honed her skills in legal research, contract negotiation, and public policy analysis. Robin holds a Paralegal Certificate from Arlington Court Reporting College, a Bachelor of Science in Psychology from Texas Wesleyan University and is a certified mediator.

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