Date: 11/18/2021
Time: 1 pm eastern
Run Time: 90 minutes including Q & A session
Leader: Brad Lebowsky, MBA, Nonprofit Consultant
Credits: Awarded 1.5 credit hours by HRCI and 1.5 PDCs by SHRM
Price: Webinar $295; Webinar + Download $349 (Share the download with your colleagues)
Audience: Executive directors, CEOs, senior executive staff, board members, finance, payroll, human resources, in-house counsel


Adhering to strong recordkeeping practices most likely is a distant second to working your mission.  After all, your organization exists to serve its community and not to maintain records.  Still, for the mission driven, successful organization it’s hard to separate pursuing the mission from the numerous records that document that success.  The trick is to know what records you should or must have, given the size of your organization, and to adopt policies and procedures for how long those records will be retained and the level of security they require.

Depending on the nature of the document, the minimum period it must be kept is set by either state or federal requirements.  In certain cases, it is advisable to keep particular documents for even longer than the minimum required period. In addition, it is your employees and volunteers throughout your organization who are responsible for a large part of your recordkeeping.  They, however, may not even realize that their work product is possibly an important organization record—thus exposing your organization to potentially significant legal and compliance risks which can even result in the loss of your 501(c)(3) tax exempt status. You can reduce these risks, however, by adopting policies and procedures which explain the records you are required to have, how long they must be retained, and in what type of secured environment. Please join Brad Lebowsky, a nonprofit consultant with decades of experience assisting his clients to improve their business operations, as he discusses the records you must have and related document retention and security considerations.


During this important webinar Mr. Lebowsky will discuss:

  • Specific records relating to:
    • Corporate governance
    • Accounting and corporate tax records
    • Bank records
    • Payroll and employment tax records
    • Human resource records
    • Donor and grant records
    • Legal, insurance and safety records
    • Program records
  • Individual records within each of the above categories
  • Size and complexity of an organization should dictate the scope of your recordkeeping
  • Individual records within each of the above categories
  • Responsible individual(s) for developing specific records
  • State and federal document, retention, and security requirements
  • Records to retain beyond the required retention period
  • Document security requirements
  • Board of directors fiduciary responsibilities relating to recordkeeping
  • Sarbanes-Oxley requirements for an open and transparent organization
  • Reviewing and updating current recordkeeping policies and procedures


Brad Lebowsky earned his MBA with an emphasis on nonprofit management specializing in finance and budgeting. Brad has more than 30 years of nonprofit management experience and is a sought-after speaker, author, educator, and nonprofit consultant. His areas of expertise include budgeting, finance, grant writing, strategic planning, board training, retention of donors, employees, volunteers, and professional development. He also has a podcast, The NEA Podcast, which is available on YouTube, iTunes, Spotify, and Brad can be reached at As a speaker, author, educator, or consultant his overriding goals are to grow people, communities, and resources for nonprofit organizations across the country.