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Records Retention and Destruction

Records Retention and Destruction brochure

Eliminate risk and ensure compliance with the latest legal requirements

1-Day Seminar - US $149.00; For groups of 5 or more, 139.00
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Gain valuable information for successfully organizing, storing, archiving, and destroying your organization's critical business documents.

Now, more than ever, it is absolutely critical that you maintain accurate records, be able to access them immediately, and store and dispose of them properly. Many organizations (perhaps yours?) lack a records retention policy or systematic records management process, instead relying on a haphazard approach that can place them in legal jeopardy.

Learn how to build an effective records management, retention, and destruction program in just one day of focused, information-packed training …
  • How to plan, develop, and implement a records management program from the ground up
  • The Records Retention Audit: an easy way to assess the entire content of your files
  • Guidelines that help you identify the types of records, forms, and documents you should maintain access to, archive, or destroy
  • Why saving records for too long can be as harmful as too-hasty records destruction
  • Records management software: what works, what doesn't, and what's best for your organization
  • Security methods for storing and accessing sensitive documents and information
  • Best practices to ensure compliance with HIPPA, SEC, ISO, AICPA, and more
  • How to deal with e-mail, Internet materials, and other electronic documents
  • 3 ways to ensure full employee cooperation and compliance — at every level of your organization
This seminar features leading-edge insight into the latest court rulings, regulatory requirements, and legal developments. Don't miss your chance to get up to date on trends, legislation, and laws relating to records management and retention.

Have you established consistent policies and procedures that are laid out clearly to everyone involved with records retention? Do you know how to respond to a request for litigation discovery, what to do if your organization undergoes a government investigation, and how to handle various crises and disasters that might affect your critical records and vital information?

Records Retention and Destruction provides the framework you need to develop a records retention program that is effective, efficient, and in compliance with regulatory and legislative practices. You will learn how to ensure that employees implement the policies and procedures you initiate … gain tools and tips for keeping your program current … discover the methods best suited to your organizational needs for not only storage and retrieval, but also the often daunting task of records destruction … and get a "crash course" in the latest legal developments pertaining to records. This seminar is jam-packed with practical, real-world solutions you can put to work as soon as you return to the office. Fascinating case studies, examples, and "best practices" offer an exciting window into the most effective records retention programs in today's organizations, from large corporations to small businesses, to reveal what works — and what doesn't.

Could your records retention policy use an overhaul?
  • Is your records retention program outdated or difficult to access and maintain?
  • Are your file cabinets bloated and desktops stacked with documents and files no one is quite sure what to do with?
  • What about all those boxes of floppy disks tucked away in storage rooms? Are you sure there's nothing important — or dangerous — lurking on old hard drives?
  • Can you confidently say the records in your organization are in complete compliance with the newest legislation and regulatory requirements?

Attend this one-day course and find out how to assess and troubleshoot your current system. You'll learn how to review it with a critical eye and develop a solid, workable records retention program that serves your organization and employees effectively.

Seminar Agenda  Read Seminar Agenda


CPEFred Pryor Seminars and CareerTrack are registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This course qualifies for 6 Intermediate Business Management & Organization CPE credits. Already attended this course? You can obtain a certificate documenting your CPE credits by visiting our certificate page. Certificates will be available 10 days after your event has ended. You can find more information on CPE credits, including a complete list of eligible courses, in our FAQs.

To find out more about Records Retention and Destruction, contact our customer service department at customerservice@pryor.com or by phone at (800) 780-8476.



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