Policies in Practice: Record Retention Policy
An effective record retention policy helps staff, board members, and volunteers manage a CAA’s records to ensure that documents are stored and maintained properly prior to their destruction. We will discuss CAPLAW’s updated Sample Record Retention Policy and the types of organizational documents that it covers, how to choose appropriate record retention periods, and how the policy promotes good governance practices.
Presenters: Jonathan Cohen, Esq. and Allison Ma’luf, Esq.
Each 60-minute webinar is intended for executive directors, management staff, board members, and attorneys of Community Action Agencies.