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Breaking It Down: Best Practices for Simplifying Your Retention Schedule
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 subject matter experts, Richard Surber (Senior Analyst & Licensed Attorney), Jennifer Chadband Masingill (Senior Analyst & Licensed Attorney), and Warren Bean (Senior Sales Engineer) from our partner Zasio Enterprises, Inc. for the webinar: Breaking It Down: Best Practices for Simplifying Your Retention Schedule.

May 20, 2021 01:00 PM in Central Time (US and Canada)

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