Policies in Practice: Record Retention

Complying with the CSBG Organizational Standards

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CSBG, Financial, Organizational Standards, Record Retention, Uniform Guidance

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Board of Directors, Executive Director, Finance Director

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2020

In this webinar, we 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. 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.

Presented on: June 4, 2020
Presented by: Allison Ma’luf, Esq. and Jonathan Cohen, Esq., CAPLAW

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