Practical Guidance on File Retention and Client Data
This is the registration for the LIVE WEBCAST event. To return to registration for the IN PERSON event, please click here.
Date and Time: Monday, March 16, 2020, 12:00pm to 1:00pm
Location: From your computer. TO VERIFY YOUR SYSTEM COMPATIBILITY CLICK HERE
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 Member (LIVE WEBCAST)
Cost includes the LIVE webcast ONLY which will run from 12:00 pm to 1:00 pm HST.
Same day registrants are welcome, but please register at least one hour before the webcast.
Cancellation/Refunds: Cancellation requests must be received by Monday, March 9, 2020 for a full refund. There will be no refunds if you miss the live webcast.
Please check your system requirements early to avoid missing the program. Availability of HSBA Staff assistance will be limited on the day of the program.
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.
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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