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Seminar Details

January 15, 2009

MB&J Breakfast Seminar Series: Documentation and Records Retention -- What To Create, What To Keep, and What To Pitch

Location: Offices of Morgan, Brown & Joy -- 200 State Street, 11th floor, Boston

Time: 8:00 a.m. - 10:00 a.m.

Please note - this seminar was limited to 25 participants

There is no fee for this seminar.

Did you ever wonder how long you need to keep an employee application? Or whether
and where doctors’ notes should be kept? Or what it means exactly when you suspect litigation is coming your way and you are supposed to impose a "litigation hold?"  Amy Carlin and Tracy Thomas Boland will present a lively guide through the legal requirements relating to documentation and records retention.  Topics to be addressed include the maintenance of employee personnel files, litigation holds and electronic evidence, requirements relating to the Form I-9, and more.  Materials include a very useful chart detailing records retention requirements for all key employee documents.


8:00-8:15 -- Registration and continental breakfast
8:15-9:45 -- Presentation (answering questions throughout)
9:45-10:00 -- Role play and questions