Curriculum

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. 

 

Instructor

  • Danielle Heidemann

    Danielle Heidemann

    Wipfli CPAs and Consultants / Sr Specialist


    Danielle Heidemann is an internal audit senior specialist in Wipfli LLP’s financial institutions practice. Focused on providing internal audit and Bank Secrecy Act (BSA) services, she has extensive financial industry knowledge and experience. Danielle is skilled at evaluating internal controls and assisting clients with practical and value-added recommendations.

Credits

1.0 CPE Credits & 1.2 AAP Credits