14.00C An Overview of Records and Information Management

Records and Information Management


Implementing a records and information management (RIM) program helps credit unions manage their data in a way that meets their business needs and complies with regulations.  In this course, participants will learn the basics of developing and implementing an effective RIM program.


This course is designed for credit union RIM staff and for CEOs.


By the completion of this course, participants will be able to:

  • Describe RIM
  • Define key RIM terms
  • Develop and implement a RIM program
  • Identify ways in which a RIM program can help credit unions remain in compliance


  • Understanding RIM
  • Defining key RIM terms
  • Developing and implementing an effective RIM program
  • Contributions every credit union staff member can make to ensure their credit union RIM program is in compliance with regulations

Course Offerings Schedule

Future times and dates are to be determined.