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

March 8 @ 12:00 pm - 1:00 pm EST


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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.



$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Date of Events

Friday, March 8, 2019

  • 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

Danielle Heidemann
Sr Specialist
Wipfli CPAs and Consultants

About the Speaker

Danielle Heidemann is an internal audit senior specialist in Wipfli LLP’s financial institutions practice.  Focused on providing internal audit and Bank Secrecy Act (BSA) services, she has extensive financial industry knowledge and experience. Danielle is skilled at evaluating internal controls and assisting clients with practical and value-added recommendations.

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March 8
12:00 pm - 1:00 pm
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