As of Monday, July 20, 2020, the Washington State Archives branches in Olympia and Ellensburg are open to researchers by appointment only. For more information, please visit our page regarding the closure.

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:

  1. What is a public record?
  2. How long do records need to be kept?
  3. What can be destroyed and what goes to the State Archives?
  4. How can Washington State Archives help your agency?
  5. Where can I learn more about managing records?
  6. 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...

*** Coming Soon ***