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Records Retention: Developing a Records Management Discipline

April 25, 2018 @ 12:00 pm - 1:00 pm EDT


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Keep everything forever? Keep nothing? Regardless of whether you create the information or are the recipient, it still needs to determine what must or should be retained, and for how long.

Add to the mix current the various ways that information is created and communicated (email, instant messaging, social networking, or paper), what is an organization to do?

In this banking webinar on Records and Document retention, we will discuss what are the record management standards and the risks and recommendations for developing a records management discipline.



$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Wednesday, April 25, 2018

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)


1.0 CPE Credits
1.2 AAP Credit

Your Speaker

Marc Courey
Director – Fraud and Forensic Services
Wipfli CPAs and Consultants

About the Speaker

With more than 25 years of diverse experience in forensic accounting, law practice, information technology (IT) systems, and corporate management, Marc Courey assists clients with financial forensic investigations and fraud risk assessments, Sarbanes-Oxley compliance requirements, and regulatory compliance engagements and internal investigations. 

He also has significant experience assisting organizations with e-discovery and litigation readiness preparedness and formation and governance issues including risk management, business ethics, and employment practices.

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April 25, 2018
12:00 pm - 1:00 pm
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