Records Retention: How Long Do We Have To Keep That?

Apr 17, 2018 12:00pm -
Apr 17, 2018 01:00pm
(GMT-5)
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Paper or electronic documents? Keep or shred? 1 year? 5 years? Forever? Is document retention a mystery?

Do you find that you are wasting time searching for new account documents that get stuck in a “black hole” that swallows up documents waiting to be imaged or filed?

In this important banking webinar, we will discuss strategies for efficiently managing document storage in the modern banking era, including tips to organize your documents and strategies for purging.

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Mar 05, 2018.
Regular registration starts on Mar 06, 2018 and ends on Apr 20, 2018.
Late registration starts on Apr 21, 2018.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00