Illinois Records Retention - Rules for Books and Boxes
Event Details
| Registration | Register Online |
| Date | Tuesday, April 28, 2026
Save to your calendar |
| Time | 11:30am |
| Location |
Johnny's Italian Steakhouse 1300 River Dr, Moline, IL 61265 Map and directions |
| Delivery Method | In Person |
| Field of Study | Business Management & Organization - Non Technical |
| NASBA CPE | Earn 1.00 CPE Hours |
| Contact | IGFOA info@igfoa.org |
Event Cost
| Type | Before 4/28/2026 |
|---|---|
| Members | $ 35.00 |
| Government / Partner Colleagues | $ 35.00 |
| Non-members | $ 40.00 |
Event Description
Join us in person for the Illinois Records Retention - Rules for Books and Boxes - Lunch and Learn. Below is a detailed program and speaker bios.
Agenda
- 11:30 AM: Check-In and Networking
- 11:50 PM: Lunch
- 12:00 PM: Luncheon Presentation Begins
- 1:00 PM: Closing Remarks
OVERVIEW
The Local Records Act (50 ILCS 205): A Guide to Compliance and Effective Records Management
Speaker: Steve Colaizzi, Senior Archivist for the Archival Program for the Illinois Secretary of State’s Office
NASBA CPE: Earn about 1.0 CPE Program Level: Overview Field of Study: Finance - Technical
This seminar will present an all-encompassing look at the various deadlines and due dates faced by finance directors on a regular basis. A timeline will be created that includes State and Federal tax filings, TIF reporting, Treasurer’s Reports, Comptroller’s Reports, Department of Insurance Reporting, debt disclosure requirements, GFOA award program due dates, ACA, single audit, unemployment reports, IMRF reporting and more. Each reporting requirement will be discussed, the applicable due dates identified, and the ramifications for missing deadlines explained.
Participants completing this seminar should be able to:
- Discuss the various deadlines and due dates applicable to Illinois municipalities.
- Identify actions that will trigger the need for new filing and reporting requirements with various State and Federal agencies.
- Explain the potential ramifications for failing to meet required deadlines, the steps that need to be taken to have items added to the application, and how to locate a disposal certificate online, fill it out, and submit for approval.
Intended Audience: All government management & finance professionals
Delivery method: Group-Live
Program Level: Overview
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: Business Management & Organization - Non Technical
Last Review/Revision/Update: April 28, 2026
NASBA CPE: Earn about 1.0 CPE Hour
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.
IGFOA Members are those Public Sector and Partner or Associate individuals specifically listed in the IGFOA Membership Application or Renewal. IGFOA Government non-member rate applies to staff, appointed officials, and elected officials of a government with a current IGFOA membership. If you have questions about your membership, contact IGFOA at info@igfoa.org. 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.
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.
• Cancellation policy for chapter events may differ from this policy at the chapters’ discretion.
• 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 info@igfoa.org. 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 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: www.nasbaregistry.org.