Event Calendar

Friday, June 26, 2020

Webinar - Record Retention: What Documents Must Be Retained & For How Long?

Start Date: 6/26/2020 9:00 AM MDT
End Date: 6/26/2020 10:30 AM MDT

United States 

Various federal and state laws and regulations mandate retention of specific documents and records for a designated period of time. Unfortunately, these laws overlap and conflict, causing confusion. In the past, some institutions simply retained all records permanently “to be on the safe side.” That isn’t practical today because retaining all records can actually cause harm. All institutions must have a systematic record retention and destruction policy to comply with the law. This webinar will explain the legal and regulatory retention period requirements and the practical considerations for both electronic and paper document retention and destruction.

Attendance certificate provided to self-report CE credits.