Save It, Shred It, Delete It? Developing Best Practices for Record Retention and Destruction - SHRM & HRCI Accredited

Duration 90 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW19F0665

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

Overview of the webinar

The process of organizing, storing and archiving your organization's records is critical for business success. You need to know what information to store, where to store it, how long to store it and software requirements to access the stored data to ensure the organization is in compliance with government regulations. Just one misstep could lead to legal issues, fines, investigation and possible litigation. If your organization has ever been through a Wage and Hour Audit, Unemployment Claim, Worker Compensation Hearing or Litigation then you know the value of good record keeping. Objectives of the Presentation are:

  • Learn what records are required to be maintained
  • Determine how long each category of records need to be kept
  • Discuss requirements for each department within your organization
  • Discuss regulatory requirements of the IRS, Labor Department and other regulatory agencies
  • Review the most common penalties and fines that are levied by agencies
  • Discuss electronic tools that may be useful in managing record retention

Who should attend?

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

Why should you attend?

Consistent management of documents and data reduces litigation exposure and regulatory criticism. However, conquering the challenges you encounter in managing, retaining, and disposing of information on the road to legal compliance is more complicated than ever.

Don't spend one more day struggling with crammed file cabinets, multiple thumb drives, and CD's looking for the information you need. Better information and record storage compliance will provide you with faster reaction and data integrity that will lead to improved productivity, increased efficiency and provide a competitive advantage.

Attend the webinar to learn the best practice techniques, strategies for developing a record retention and destruction process that will save your time, effort in retrieving, archiving and destroying documents.

Faculty - Ms.Candace Leuck

Candace Leuck knows how to relate to business professionals. As president of Athena Finance Group, Inc. she develops custom solutions and strategies to expand the opportunities of businesses and other organizations.  Candace has 25 years of professional experience, including eight years in public practice. She earned her Master of Professional Accountancy (Audit Emphasis) from Clemson University in 1988. She is a certified public accountant and a member of the South Carolina Association of CPAs and has served as a lecturer at Clemson University’s School of Accountancy and Finance, The University of North Carolina at Greensboro, and Furman University.

Credits

ComplianceIQ is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1.5] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.

HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org

100% MONEY BACK GUARANTEED

Refund / Cancellation policy
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