Event Calendar

Thursday, August 12, 2021

Record Retention: What to Keep and Why! Webinar

Start Date: 8/12/2021 1:00 PM MDT
End Date: 8/12/2021 2:30 PM MDT


Event Website: https://financialedinc.com/a/ibc/webinar/record-retention-what-to-keep-and-why

Organization Name: Independent Bankers of Colorado

Contact:
Tara F. Hunter
Email: thunter@ibcbanks.org
Phone: (303) 832-2000

Record Retention: What to Keep and Why! Webinar
Thursday, August 12, 2021, 1:00 – 2:30 pm
Live | Recorded Webinar + Free Digital Download | Both
 
Record retention compliance is crucial. In developing an effective records retention and destruction policy, financial institutions must identify which records must be retained; determine how to store, retrieve, and destroy records; and when and how to implement a litigation hold. Learn how to devise and implement an effective records retention and destruction program, combining people, processes, and appropriate technology to meet compliance requirements, corporate goals, and litigation hold requirements. While retaining records is essential to meet regulatory, business, and other legal requirements, destroying records is equally important – and that includes electronic records, too.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Know why a record retention and destruction program is essential
  • Develop general elements of a good program
  • Understand legal and statutory requirements
  • Manage third-party risk
  • Deal with discovery issues and litigation holds
TAKE-AWAY TOOLKIT
  • Record retention checklist
  • Sample record retention policy
  • Checklist for developing a litigation hold
  • Employee training log
  • Interactive quiz
WHO SHOULD ATTEND?
This informative session is designed for senior officers, CFOs, controllers, operations officers, compliance officers, IT officers, records management staff, risk managers, attorneys, and auditors.
 
MEET THE PRESENTER
Phillip Buffington, Adams and Reese, LLP
Phil Buffington is a partner with Adams and Reese LLP.  For over 30 years he has served as a trusted advisor to community, regional, and national financial institutions on a wide range of topics, including regulatory issues, mergers and acquisitions, lending, bankruptcy, litigation, arbitration, and more. Now he focuses on counseling and transactions, including regulatory issues, M&As, securities, and commercial lending.  In addition, he brings the experience of a seasoned litigator.






THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
  • Unlimited connections within your institution to the Live WebinaHandout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. Recorded Webinar Includes
  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above!