Reviewing the Record Retention Regs for Your TRIO Programs

July 28, 2023


2:00 to 3:30 p.m. ET

This webinar focuses on regulatory recordkeeping requirements, specifically the TRIO regulations, the annual performance report, and Electronic Data Gathering, Analysis, and Retrieval (EDGAR). Review Office of Management and Budget (OMB) uniform guidance related to record retention, electronic recordkeeping strategies, and best practices.

What can you expect from this webinar?

  1. Demystifying TRIO Regulations: Gain an in-depth understanding of the TRIO regulations and their implications for your program. Our expert presenters will break down the complexities and provide you with practical insights to ensure compliance.
  2. Navigating the Annual Performance Report: Learn the key components of the annual performance report and how to effectively compile, organize, and retain the necessary records. Uncover the secrets to producing accurate and comprehensive reports that impress.
  3. Unleashing the Power of EDGAR: Explore the Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system, the backbone of electronic recordkeeping for regulatory compliance. Discover best practices for utilizing EDGAR efficiently and effectively to streamline your recordkeeping processes.
  4. Unlocking the OMB Uniform Guidance: Get up to speed on the Office of Management and Budget (OMB) Uniform Guidance pertaining to record retention. We’ll delve into the guidelines and equip you with the knowledge to navigate the complexities with confidence.
  5. Electronic Recordkeeping Strategies and Best Practices: Discover cutting-edge strategies and industry best practices for electronic recordkeeping. Get valuable insights from experts on storage, security, retrieval, and retention to optimize your recordkeeping processes and minimize risks.

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