Remote Workforce Series: Work from Home Record Retention Rules


Jan 26, 2021

3:00 pm – 4:30 pm EST
(90-minute webinar – recording also available)

Far-flung staff?  Records scattered by the winds/whims?  It’s never been more important to have an effective work-from-home record retention policy that governs creation and preservation of remote staff’s records on personal devices, sites, and accounts.  Best practices call for comprehensive record retention policy and procedures for all employees.  You can’t afford to leave remotely created records scattered to the four winds.


Have you updated your record retention policy and procedures for work-from-home employees?  Thanks to COVID-19, best practices and good management call for an updated policy governing remote use and retention of records via personal devices, sites, and accounts.  With so many working remotely, mismanaged, misplaced, or missing records are more than a nuisance – they are a liability that could trigger litigation and regulatory fines!  

Financial institutions are required to preserve, protect, produce, and purge records, including PII, NPI, and other business-critical information in compliance with GLBA, federal laws, state data breach notification laws, and e-discovery guidelines.  Join us to learn best practices-based strategies for effective work-from-home record management. The sample policy and guidelines will help your institution manage records, minimize risks, and maximize compliance.