Document Retention

The following 120 items are listed by Content Data.

Articles

Credit Balances and Government Overpayments

In this article, we provide guidance on the Centers for Medicare and Medicaid Services’ Final Rule governing the investi...
Subscriber Content
Mon, Jun 28, 2021
Articles

Hard Times Bring Out the Best in People — Well, Not Always

In this article, Protiviti Senior Managing Director Carol Beaumier explains how lenders can proactively identify potenti...
Subscriber Content
Mon, Jun 7, 2021
Benchmarking Tools

External Financial Information Key Performance Indicators (KPIs)

This tool focuses on the key objectives for providing external financial information, the outcome measures associated wi...
Subscriber Content
Mon, May 10, 2021
Benchmarking Tools

Records Management Risk Key Performance Indicators (KPIs)

This tool contains key performance indicators and questions an organization can use to evaluate its record management pr...
Subscriber Content
Mon, May 3, 2021
Benchmarking Tools

Manage Government Relations Key Performance Indicators (KPIs)

This document includes leading practices and questions organizations can use to effectively manage government relations.
Subscriber Content
Mon, Apr 5, 2021
Benchmarking Tools

Compliance Risk Key Performance Indicators (KPIs)

This tool features key performance indicators and questions organizations should consider when measuring compliance for ...
Subscriber Content
Mon, Mar 29, 2021
Policies & Procedures

Accounts Payable Document Preparation Policy

This sample policy defines guidelines and procedures organizations should follow when preparing accounts payable documen...
Subscriber Content
Mon, Mar 22, 2021
Guides

Performance Measures Guide

This document contains two sample guides that offer organizations a systematic approach to developing, implementing and ...
Subscriber Content
Mon, Jan 18, 2021
Blog

How to Monitor Transaction Governance for Anti-Money Laundering

Expectations for transaction monitoring (TM) governance are quickly evolving due to the complexity of detec...
Tue, Mar 17, 2020
Blog

How to Keep Your Organization’s Policies Up to Date

Defined policies and procedures play an integral role in efficient and effective company operations. They a...
Wed, Jan 15, 2020
Audit Reports

Education Grant Compliance Review Report

This sample audit report focuses on identifying key regulations related to receiving grant funds from the Department of ...
Subscriber Content
Mon, Sep 30, 2019
Audit Reports

Record Retention Process Review Audit Report

This sample report reviews an organization’s record retention process and identifies associated risks.
Subscriber Content
Mon, Jul 29, 2019