Federal and state laws and other regulations require organizations to keep certain paper documents and electronically stored information for set periods, but those laws overlap and conflict. As records management rules and risks grow, following best practices matters more.
This 90-minute record retention and destruction webinar covers what to store, where, for how long and what software you need to access it. You'll learn how to judge a record's importance and sensitivity, map its lifecycle, and see why keeping too much can be as harmful as keeping too little.
The session also explains how procedures differ for paper and electronic files, best practices for imaging paper records, the DIN 32757-1 security levels for destruction, the do's and don'ts of safely destroying old records, and how to make your retention schedule defensible.
Consistent records management reduces litigation exposure and regulatory criticism, and anyone who has faced a wage and hour audit, unemployment claim, workers' compensation hearing or lawsuit knows the value of good records. Better storage also means faster retrieval and better productivity.
This session suits department managers, accounting, HR and benefits staff, business owners and anyone responsible for a records retention, access and destruction program.
Consistent records management reduces litigation exposure and regulatory criticism, and anyone who has faced a wage and hour audit, unemployment claim, workers' compensation hearing or lawsuit knows the value of good records. Better storage also means faster retrieval and better productivity.
This session suits department managers, accounting, HR and benefits staff, business owners and anyone responsible for a records retention, access and destruction program.
Candace Curry Leuck
Candace Curry Leuck is owner of Athena Finance Group, Inc. specializing in strategic planning, distressed entity recovery, valuations, and educational programs. Athena's mission is to pursue and communicate the information clients need. This is accomplished through a cooperative working relationship. Based on solid strategy, the outcome is an expansion of the opportunities of those served. Candace was associated with Ernst & Young in the tax and then auditing area, serving small, midsized and SEC clients during her tenure. She gained significant experience with various industries including manufacturers, automobile dealerships and securities brokers. Upon leaving Ernst & Young, Candace pursued and …
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