Document Retention: Getting it Right

A practical, one-day course for anyone responsible for the management of corporate documents.


Overview

Businesses that don't maintain clear records often find themselves in financial and legal difficulty. The problem lies in knowing exactly which documents to retain– and for how long. This course examines the importance of a robust document retention policy  – and the risks when this is not in place.

What you get

By the end of the day you will understand:

  • Which documents your organisation needs to retain – and for how long
  • The consequences for companies who fail to do so
  • How to develop an effective document retention policy
  • How to balance business needs with regulatory obligation
  • Retention, disposal and review procedures
  • Data law and the use of documents as evidence
  • The retention of electronic data 

You will also receive:

  • An opportunity to ask our experts specific questions relating to your organisation
  • A delegate pack containing comprehensive course notes and presentation slides
  • A certificate to show you have attended the course
  • 6 months complimentary professional subscription to The Chartered Governance Institute UK & Ireland (see below)
  • 6 hours credit towards your Continuing Professional Development (CPD) 

Your complimentary 6-month professional subscription

We support our attendees long after they complete the course. Your professional subscription includes a subscription to G+C Magazine, as well as access to briefings, discounts and our knowledge base. An automatic email will be sent to you after your attendance.

Get your copy of Effective Minute Taking, 2nd edition and Corporate Governance Unlocked 

Delegates to this course get the opportunity to buy the accompanying books. For more info about our books, please visit our book shop.

PRICE 

£550 + VAT (Non-members)
£495 +VAT (Professional subscribers)
£440 + VAT (CGIUKI members)
There are discounts available if you are working for a registered charity. Please call us and get up to 30% discount.

23 May 2024
Book now

Location: Virtual
Time: 9:00 - 17:00

If you need any further assistance or advice, please call +44 (0)20 7580 4741 or contact us

 

Subsidiary Governance Summit, 20 Feb 2024 Download this year's course catalogue Join our upcoming training for governance professionals

Search CGI