Southern Region Lunch and Learn: How to Keep Local Records Straight without Going Bust

Event Details

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Date Friday, August 2, 2024
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Time 11:30am
Location Wildey Theatre
252 North Main Street
EdwardsvilleIL 62025

Map and directions
Delivery Method In Person
Field of Study Business Management and Organization - Non-Technical
NASBA CPE Earn 1.00 CPE Hours
Contact Illinois GFOA

Event Cost

Event Description

Make plans to attend the Southern Region Lunch and Learn on "Know When to Hold Em & Know When to Fold Em - How to Keep Local Records Straight without Going Bust" at the Wildey Theatre in Edwardsville, IL! 

Managing government records for agencies of any size is a gamble when there are statues, administrative codes and a slew of guidelines to follow.  This session will put all the cards on the table, providing information on best practices in record keeping to ensure attendees walk away with knowledge in spades. The speaker will share suggestions on managing local records effectively and review case studies, and touch on hot topics like document integrity, security and converting to the digital age of records keeping.

Learning Objectives:  Participants completing this session will be able to:

  • Develop an awareness of the various statutes, guidelines and administrative processes for managing local government records in Illinois;
  • Identify Illinois State required documents necessary for compliant records management; and
  • Gain an understanding of safeguards against document deterioration, bad actors in the cybercrime sector and note potential vulnerabilities in the current records management processes.

Check-in and Networking:
 11:30 AM - 11:45 AM
Luncheon: 11:45 AM
Presentation: 12:00 PM 

Speaker:  Jennifer Flores, Principal, Lauterbach & Amen, LLP

Intended Audience: Finance Professionals
Delivery Method:
 Group Live
Program Level: Overview
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: Business Management and Organization - Non-Technical
Last Review/Revision/Update: August 2, 2024
NASBA CPE Credits: Earn About 1.0 CPE credit

Presented by the Downstate chapter

Registration & Cancellation Policy


Registrations are accepted on a first-in, first registered basis. Payments by check should be mailed in advance or made at time of registration by credit card. 

Cancellation of an event registration is subject to the following policy:
• No refunds will be given for cancellations the day of the event and no shows.
• For IGFOA event registration cancellations five (5) business days or more prior to an event, refunds will be offset by a $20 cancellation fee. 
• For IGFOA event registration cancellations within five (5) business days of the training, refunds will be offset by a cancellation fee of 50% of the registration fee.
• A substitute attendee may be designated provided that the payment has been made and the IGFOA office has been notified in advance.
• A written request for a refund must be emailed to the IGFOA prior to the event.

By submitting this registration, the applicant agrees to the registration and cancellation policy above.

IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full.   Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.

If you have questions about the cancellation and refund policy, your membership, or a complaint, please contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.

Approved by the National Registry of CPE Sponsors

CPE SponsorsCPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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