Practical Guidance on File Retention and Client Data
(LIVE IN PERSON)
Attendance in person is encouraged, but if you need to attend via LIVE WEBCAST, please click here.
Date and Time: Monday, March 16, 2020, 12:00pm to 1:00pm
Location: HSBA Main Conference Room, 1100 Alakea Street, 10th Floor
Credit: This seminar qualifies for 1 CLE Ethics Credit.
Reminder: RSCH Rule 22(b) requires one CLE credit in ethics or professionalism education to be completed every three-years.The current block period to complete the ethics requirement is 2018-2020.
$35 HSBA Members (LIVE)
$45 Non-HSBA Member (LIVE)
*Law Student Bar Card Member Free (LIVE)
Register Early! As always, space is limited.
Cancellation/Refunds: Cancellation requests must be received (in writing to firstname.lastname@example.org or mail) by Monday, March 9, 2020 for a full refund. There will be no refunds for No-Shows.
This seminar will provide a general review of document retention requirements under federal and state laws. We will also discuss the professional obligations and procedures of attorneys in handling client documents.
• Document Retention Requirements
o Types of documents that must be kept
o Retention periods for documents
o Access and disclosure restrictions
• Handling of Client Documents
o Documents protected by federal statutes
o Documents protected by state statutes
o Attorney-client communications
o Techniques for maintaining confidentiality of client documents
Anna Elento-Sneed, President and founding Director of ES&A, Inc.
Anna Elento-Sneed is the President and founding Director of ES&A, Inc., a law firm advising employers on labor & employment, employee benefits, government contracts, and business strategy, including corporate governance, IP rights, and cybersecurity and privacy. She serves on the Board of Directors of the Employment Law Alliance, a global network of labor and employment attorneys.
ES&A works with private sector clients ranging from sole proprietors to major multinationals across all industries, as well as government agencies and nonprofits.
How to Register:
HSBA Members: Sign In to the right to register online with Visa, MasterCard, American Express, or Discover.
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Non HSBA Members and HSBA members paying by check or prefer to use the form: Please download this form and submit to the HSBA to register. Form of payment must be received with registration to process.
*Law Student Bar Card Member: Reservation based on seat availability. Please register by emailing the CLE Department at email@example.com.
ADA Accommodation: If you would like to request an accommodation, please contact us at firstname.lastname@example.org or call 537-1868 and ask for the HSBA CLE Department at least 2 business days before the seminar.
Notice of Videotaping: With the permission of guest speakers, the HSBA selectively webcasts and videotapes CLE seminars for attorneys not physically present in the seminar room. As an in-person attendee your voice and likeness may be included in the webcast or videotape. By attending the seminar you are authorizing the HSBA to include name, voice and likeness to the extent included in the webcast or video recording. Video recordings may be made available or purchase and viewing on the HSBA website.
Questions? Please contact HSBA CLE Department at 537-1868 or CLE@hsba.org.