Don’t you wish you could hear more often, “Yes, you can get rid of that.” 

Record retention is vital to the Credit Union’s ability to produce documents needed for audits and examinations, as well as answer member inquiries in a positive, service-focused manner.

For some, destruction of records may create much needed office space and organization!

In this session, Carolyn Warden, an industry expert, will explain the importance of maintaining and organizing key documents including:

• Member Statements
• Lending: Applications, Documentation & Collections
• Back Office, Electronic Transactions & Accounting Entry Details
• Members’ Account Verification & Audit Work papers
• Permanent Records

In addition, this session will cover areas prone to litigation: Human Resources; Lending Issues. Well organized & maintained files are key evidence for the Credit Union’s defense in lawsuits.

Your presenter created a Records Retention Workbook and Log, a separate and customizable tool to organize your policies for retaining and destroying your records. To purchase your copy for a big time savings, only $199, contact Carolyn directly at  720-841-1413.

Who should attend?  Compliance specialists, operations, back-office and lending managers and any other CU employee involved in risk management pertaining to documentation and/or the lack thereof.  In some credit unions DP/IT and facilities management staff involved in the preparation of reports in various mediums, as well as the storage and destruction of records should attend also.

Increase space and reduce wasted time

Wednesday, November 17, 2010 at 11:00 am ET, 8:00 am Pacific

Carolyn Warden helps credit unions and people reach their full potential by providing financial, operational and compliance analysis, training and coaching. She assists her clients by presenting information and identifying options, as well as leading them through implementing change with minimal stress while incorporating some fun!

Warden has experienced credit union operations from all sides of the desk.  She started in the visitor’s chair as an NCUA examiner.  She realized if she really wanted to know credit unions she needed to switch to the management side of the desk.

In addition to working for credit unions and and the NCUA, Warden has been Director of Research and Information for the NJCUL, and the co-author a number of books and articles about credit union finance, chartering, operations and compliance. Warden earned the Certified Credit Union Executive (CCUE) designation in 1997.

Warden has taught CUNA Schools, for numerous leagues and did a stint in Eastern Europe for WOCCU. Her credit union clients range from chartering groups to over $1 billion in assets, from New York City to Alaska and Hawaii.

Practical skills you can put to work immediately!

Wednesday, November 17, 2010 at 11:00 am ET, 8:00 am Pacific.

Webinar details: 

• Scheduled for 60 minutes.
• Webinar is delivered on the Web and toll-free conference call. 

Audio recording  of the Webinar on CD	$107 USD