In light of modern business practices, records retention has become increasingly convoluted; and the management of various records, including electronic documents, affects many departments within each district. Changes in technology have played an integral role throughout the process while sometimes creating more questions than answers. This workshop will provide you with the latest legal provisions, sample forms, procedures to consider, and the overlay of technology throughout the process.

Designed for: Chief business officials; school business professionals; and technology, human resources, special education, and pupil services directors.

Topic(s): Legal requirements and regulations related to records management and storage; Public Records Act; student privacy and technology implications; and best practices for the production process.

Discipline(s):  Accounting / CBO / Child Nutrition / Facilities / Financial Services / Human Resources / M&O / Payroll / Purchasing / Risk Management / Technology / Transportation

CEUs: 3

Presenter(s):  Nick Clair &  Fabiola Rivera, Lozano Smith LLP


Early-bird registration closes: 1/24/2023
Cancellation Deadline: 2/8/2023

Registration closes: 2/15/2022


Fees (Early-Bird): 
Fees (Regular):

CASBO Member: $215

Non-Member: $355

CASBO Member: $265

Non-Member: $405


A link to the course will automatically be emailed to you when registration is paid in full.