Presenter:  Jeff Krause, Affinity Consulting 

It is not uncommon for firms to have hundreds, sometimes thousands of closed bankers boxes sitting around, with some spending thousands of dollars on closed file storage per month. Many firms are starting to move towards paperless office environments, which begs the question(s) “How long do I have to keep my closed files … paper and/or electronic?”… and “How can I convert that paper to digital so I can destroy the paper files?” In this webinar, you will learn the essentials about document management & retention and the ethical rules that must be followed.