Agenda

Aug 10, 2026
11:00 am - 12:30 pm EST

Financial institutions maintain enormous volumes of records across deposit operations, lending, compliance, human resources, accounting, treasury management, electronic banking, and corporate governance documents. Determining what must be retained, how long records should be kept, when records may be destroyed, and how electronic records should be managed has become increasingly complex in today’s digital environment.

This webinar will help you understand the operational, regulatory, and legal considerations surrounding record retention and destruction practices. Attendees will receive practical guidance concerning common categories of records, retention timeframes, electronic storage considerations, destruction procedures, and documentation practices that support regulatory expectations.

Topics

KEY WEBINAR TAKEAWAYS:

• When an imaged document is legally enforceable and when an originally signed document is required to be retained
• How to analyze your institution’s operational requirements with respect to electronic records
• Developing record retention policies for electronic and imaged documents
• Proper record destruction and disposal best practices

Speaker(s)

Shelli Clarkston, JD, LLM
Spencer Fane LLP

Shelli Clarkston is an attorney with Spencer Fane LLP where she provides financial institutions with proactive legal counsel on regulatory and compliance matters. She received her law degrees from the University of Missouri – Kansas City and her undergraduate degree from the University of Nebraska – Lincoln. In addition, she has a master’s degree from Doane University.

Before joining Spencer Fane, Shelli was the Risk and Compliance Officer for a financial services technology platform with one of the world’s largest technology companies. She oversaw the platform’s regulatory compliance and handled all risk-related matters. She also has experience as general counsel for a community bank, where she managed all legal, regulatory, compliance, and corporate matters.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact