Breaking It Down - Best Practices For Simplifying Your Retention Schedule
Автор: Zasio Enterprises, Inc.
Загружено: 2021-05-24
Просмотров: 593
Описание:
Get ready to roll up your sleeves! In this webinar, we will dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule. The webinar will consider common pain points and opportunities for retention schedule simplification, including:
Addressing common sources of vertical and horizontal record series sprawl
Optimizing “bucket size” to match your organization’s risk appetite
Carving out exceptions when required
Considerations in wording new record series
Simplifying the use of triggers
Harmonizing a global schedule
How technology can help
And more…
Join ARMA’s Director of Content & Education, Ann Snyder, and Zasio subject matter experts, Richard Surber (Senior Analyst & Licensed Attorney), Jennifer Chadband Masingill (Senior Analyst & Licensed Attorney), and Warren Bean (Senior Sales Engineer) for the webinar: Breaking It Down: Best Practices for Simplifying Your Retention Schedule.
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