Document Retention and Destruction Policies for Nonprofits (OnDemand Webinar)

$149.00

SKU: 410592EAU

Description

Avoid the risks of ineffective or nonexistent document retention and destruction policies and learn to develop strong policies.Nonprofit leaders, their employees and Boards spend an overwhelming amount of time ensuring their organization’s mission is delivered effectively and their successes lead to longterm sustainability. Doing this work involves the accumulation, analysis and archiving massive amounts of data. How much time do these same leaders dedicate to effective storage, security and disposing of all this data? The answer is not enough, and the risks of loss, misuse or theft of data can lead to legal issues, loss of organizational reputation, public embarrassment and sometimes unrecoverable damage to the nonprofit. This presentation will help nonprofit leaders and those charged with the fiduciary duty of care to examine why effective document retention and destruction policies are a crucial element of organizational controls and mission delivery. Attendees will explore the risks of ineffective or nonexistent document retention and destruction policies, learn to develop strong policies, implement them throughout the organization and structure tools for monitoring and adapting to the everchanging landscape of data collection, storage, security and disposition.

Date: 2024-10-17 Start Time: End Time:

Learning Objectives

Welcome and Objectives
• Introduction
• Overview of the Session
• Importance of Document Retention and Destruction Policies for Nonprofits

Why Are DR&D Policies Needed?
• Interactive Poll Focused on Participant Confidence in Their DR&D Policy
• 7 Reasons DR&D Policies Are Crucial for Nonprofits
• What Could Go Wrong?

Components of Document Retention Policy
• Categories of Documents to Be Retained
• Retention Periods
• Storage Methods
• Interactive Polling Question

Components of Document Destruction Policy
• Destruction Methods • Emphasis on Destruction of Electronic Documents
• Timing and Procedures
• Interactive Polling Question

Developing, Implementing and Monitoring Policies
• Create the Policy and Get It Approved
• Implement the Policy Organization Wide With Effective Tools and Training
• Monitor Compliance
• Interactive Polling Question

Q & A

Jerry Frick, MBA, ACNPS-All In One Accounting