Record Retention: Hoarding Can Be Dangerous

$99.00

Leading compliance expert Coppelia Padgett will provide a roadmap through this regulatory and practical maze. You will learn how to build a record retention program that minimizes risk while remaining consistent, practical, and legally compliant.

Event ID: 2171352

Recording: Unable to attend? A recording will be available after the presentation.

Date: Recorded on 2/27/2020

Duration: Scheduled for 90 minutes including question and answer period.

Presenter: Coppelia Padgett, regulatory compliance consultant and former federal examiner

Credits: Live webinar approved for 1.5 NASBA credit hours (Management Services)

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Record Retention: Hoarding Can Be Dangerous

You probably face challenges related to records management, including:

Complying with state and federal laws and regulations
Managing large volumes of data
Figuring out what you must keep and what you should discard
Training your team to embrace record retention procedures

To minimize risk, you need to build an effective record retention program with a framework of policies and schedules tailored to your institution.

How should you conduct an assessment of record retention needs?
What records should you keep? Which should you discard?
What record retention policies and procedures are most important?
How can you monitor and ensure compliance?
How long should you retain records, based on type and use?
What safeguards should you put in place to minimize risk?
What are the industry best practices for record retention?
How can you reduce costs and risk by destroying records more quickly?
What are the emerging retention issues related to electronic and social media?

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