Get ready to roll up your sleeves! In this webinar, we dig into a series of specific examples so you can see, firsthand, how to simplify an overly complicated retention schedule. The webinar considers 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.
Date: Thursday, May 20, 2021
Time: 1:00 p.m. Central Time (U.S. and Canada)
Registration Cost: Free
This webinar has already taken place. Please use the button below to view the recording. If you have any questions, please contact Michelle Lynch at michelle.lynch@zasio.com
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