This webinar provides practical-guidance on why data retention policies matter, how to get started and best practices for records management. The webinar is primarily a discussion between CFOs Marcy Finamore of Jamboree Housing and Julie Goldfine of Mutual Housing and attorneys Pam Kaufmann and Brad Hise of Hanson Bridgett .
Included in the discussion are the following topics:
- Special challenges of email retention decisions
- Legal holds
- Electronic records vs. paper records
- Document destruction
- Setting and following a policy on a small budget
Download the national Implementation Guide or the California-specific Implementation Guide for the a starting point on data retention and management policies.
Please note this webinar has very limited slides. This webinar is best reviewed by watching/listening to the recorded conversation between our presenters.