Did you know that school districts must maintain financial records (including activity funds) for a minimum of five (5) years? The financial records may include checks issued, funds deposited, bank statements and other supporting records such as receipt books, fundraiser approval forms and profit/loss statements, etc. Attend this informative webinar to learn about the minimum retention periods and to develop a local retention policy and procedures for your school district.

Activity Funds: Records Retention
Date/Time: Thursday, October 9, 2025 | 2:00PM
Presenter: Rebecca Estrada, RTSBA, Chief Certification Officer, TASBO

CEU/CPE: 1.0
Cost: $85 Members/$160 Non-members

Target Audience: Accounting and Finance, Internal Audit
About TASBO Webinars: Handouts will be distributed via email a day prior to the event. No prerequisites required to register.
Zoom: This webinar will be presented on Zoom, and you will receive a Zoom link once registration is processed

If you have questions regarding registration, payments, invoices, or changes, please email register@tasbo.org.