Training Session - Basics of Managing Financial Records

This session gives all state and local government employees with responsibility for financial records a quick overview of how to manage the records (electronic and paper) that they create and receive each day.

It covers:

• Everything in the Basics of Managing Records session:
  • What is a public record?
  • How long do records need to be kept?
  • What can be destroyed and what goes to the State Archives?
  • How can Washington State Archives help your agency?
  • Where can I learn more about managing records?
• PLUS - Frequently asked questions about the retention and management of financial records.

This session also satisfies the records retention portion of Open Government Trainings Act requirements for Elected/Appointed Officials, Public Records Officers, and Records Officers/Managers.

Intended Audiences...

• Any employees of state and local government agencies who work with financial records;
• Records Officers/Managers and Public Records Officers new to the field or needing a refresher.

To register...

Click on our Training Calendar to find the next session and register online.

Download PowerPoint Slides

Recorded Version...

Basics of Managing Financial Records - October 2022 (33 minutes)