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DESCRIPTION:This session provides a working overview of Illinois Records Ma
 nagement requirements for local government agencies including applicable s
 tatutes and mandated processes for maintaining\, disposing\, digitizing an
 d ensuring security of agency records.  There will be a Q&A segment with a
 n open forum for attendees to ask questions related to the session materia
 ls and/or inquire on agency specific issues. A workshop segment will offer
  attendees the opportunity to complete a Records Disposal Certificate with
  guidance. Event Timing:10:00 am - 11:15 am \nSpeaker: Jennifer Flores\, P
 rincipal\, Lauterbach & Amen\, LLP\nSpeaker Bio: ‎Ms. Flores has been a pa
 rt of the Lauterbach & Amen team since 2019. She assists numerous downstat
 e ‎Pension Funds through her role as a Pension Services Administrator and 
 with her expertise in Local ‎Records Management.‎Ms. Flores has developed 
 a unique records management program offered by Lauterbach and Amen\, LLP ‎
 and has dedicated countless hours putting the Illinois Local Records Manag
 ement processes into ‎practice for Police and Fire Pension Boards\, Fire P
 rotection Districts and other Local Boards across the ‎state.‎By streamlin
 ing the Records Identification and Disposal (Records ID) service\, she has
  been able to assist ‎her clients with the management\, retention and disp
 osal of their local records in a lawful manner which ‎adheres to the Illin
 ois Local Records Act.‎\nLearning Objectives:Participants completing this 
 seminar should be able to:\n\nDemonstrate a working knowledge of Illinois 
 local records requirements and processes\nIdentify key documents required 
 by the Illinois State Archives and understand each document’s purpose incl
 uding their respective components\nComplete a Records Disposal Certificate
  on a consistent basis for their agency\n\nIntended Audience:  Finance pro
 fessionalsDelivery method: Group-Internet BasedProgram Level: OverviewPrer
 equisites: No prerequisites requiredAdvanced Preparation: No advanced prep
 aration requiredField of Study: Specialized Knowledge - TechnicalLast Revi
 ew/Revision/Update: February 19\, 2026NASBA CPE Credits: Earn about 1.5 cr
 edits
DTEND:20260219T111500
DTSTAMP:20260427T033137
DTSTART:20260219T100000
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SUMMARY:Balancing the Books and the Boxes - Records Management for Illinois
  Finance Leaders  
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