Calendar of Events

Records Management

03/28/2018, 10:00 AM to Noon

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

Records Management and Retention


Presented by Carl Pry
Wednesday, March 28th, 2018
10:00 am - 12:00 pm CT

 

Covered Topics

  • What types of information constitutes a record that we should retain?
  • Where can I look for retention requirements?
  • Are there best practices we can follow?
  • How can I set up or enhance our bank's records management program?
  • What are the risks involved in records retention?
  • What should an effective and comprehensive program look like?
  • How should the program be organized? What is a taxonomy hierarchy, for instance?
  • Litigation needs - how does this process factor in?
  • Destruction of records and information - when and how should this be done?

This will be an interactive session with several opportunities for questions and answers, so come prepared to discuss your needs and issues.

Register here