Record Retention and Destruction: How to Develop Best Practices 2016

Topics

• What are the best practices for record retention and destruction
• What does the law require for record retention
• What are the best practices for making images of paper records
• How can you identify and safely destroy old records - "Do`s and Don`ts"
• How to determine record importance and sensitivity
• How to organize your electronic and paper documentation for swifter access
• How to determine the lifecycle of records
• Determine when keeping too much can be just as harmful as not enough
• Understanding DIN Security Level and Compliance DIN 32757-1 standard
• How procedures differ for paper files and for e-files
• Understand record schedule defensibility and steps toward improvements

Who should Attend

• Accounting staff
• Department Managers
• Employee benefits professionals
• HR staff
• Any employee responsible for developing and/or maintaining an effective records retention, access and destruction program
• Business owners
• Anyone who wishes to increase or refresh their knowledge of Record Retention and Destruction