Document Retention: What to Keep and How Long (Live Online Class)
$229 Members | $329 Non-Members
Credit
PDH Credits:1.5
Description
Tuesday, March 24, 2020 1:30 PM - 3:00 PM (Eastern)
Not available for the live online class? Pre-order the on-demand recording!
Documents generated from any size project become costly and burdensome to store and maintain. So how long must your firm retain project documents?
Join Nancy Rigassio and Nicole Mangino to determine how long you should keep business records and learn pointers for developing a written document retention protocol.TAKEAWAYS:
- Identify objectives in developing a document retention protocol
- Learn exemptions to automatic destruction of documents
- Determine the period for keeping records in the normal course of business
- Discover the benefits of the business records exception to the hearsay rule
Presenter: Nancy Rigassion & Nicole Mangino, XL Catlin