Paper or electronic documents? Keep or shred? 1 year? 5 years? Forever? Is document retention a mystery?
Do you find that you are wasting time searching for new account documents that get stuck in a “black hole” that swallows up documents waiting to be imaged or filed?
In this important banking webinar, we will discuss strategies for efficiently managing document storage in the modern banking era, including tips to organize your documents and strategies for purging.
1.0 CPE Credits & 1.2 AAP Credits