Various regulations and federal and state laws mandate a credit union’s retention of specific documents (paper and electronically-stored information) for a designated period of time. All credit unions must have a systematic document-retention and destruction policy that covers electronically-stored information and traditional paper documents. This webinar will address the legal requirements and practical considerations for document retention and destruction.
Presenter: Elizabeth Fast, Spencer Fane Britt & Browne LLP
Who should attend: Branch Managers, Compliance Staff, Frontline, IT Staff, Lenders, Tellers and CEOs
Time: 2 p.m.-3:30 p.m.
Cost: $209 for live webinar only; $229 for live webinar, plus a web link and free CD-ROM (MN sales tax applies)
Registration deadline: Friday, Oct. 4
New: Take-Away Toolkit that includes a) Sample form of document retention and destruction policy; b) Employee training log; and c) Quiz you can administer to measure staff learning and a separate answer key. Attendance verification for CE credits provided upon request.
Pairing conferencing capabilities with web technology, this session brings informative, interactive training directly to you. During the webinar, you'll view a real-time PowerPoint presentation on your computer while listening to the audio connection via telephone.
While credit unions are encouraged to use the webinar to train multiple individuals at once, the credit union will be charged for each computer connection that uses its login code. Participants will receive login instructions and handout materials via email prior to the webinar. In addition, registrants may also receive an archive CD-ROM after the live session.