Overview of the webinar

As an HR professional, you’re the guardian of critical information the employee-focused and compliance-required files that drive your organization forward. Beyond legal obligations, these files hold the keys to operational efficiency and your sanity amidst the daily hustle.


Organizational Harmony: Discover how meticulous recordkeeping ensures smooth operations. From onboarding to retirement, every document matters.

Navigating Legal Terrain: We’ll demystify federal and state recordkeeping obligations. Compliance isn’t just a checkbox—it’s your shield against risks.

Strategic Insights: Uncover best practices and tactical approaches. Whether it’s streamlining processes or enhancing data accessibility, we’ve got you covered.

Area Covered In The Webinar

Records Retention Audit: Craft a comprehensive plan to assess and optimize your records retention practices.

Strategic Records Management: Develop and execute a robust program, complete with regular check-ins.

Document Classification: Identify critical records, forms, and documents—know what to keep, archive, or discard.

Secure Storage Strategies: Evaluate methods for safeguarding sensitive information, prioritizing security.

Why should you attend?

Human resources professionals at all levels

Anyone with direct administrative responsibilities for employee-related file retention 

Anyone with leadership oversight of employee-related information 

Business owners who have no HR manager or staff

About the speaker

Melveen Stevenson

Years of Experience: 17+ years

Melveen Stevenson is the CEO and founder of M.S.Elemental, LLC, a human resources and business advisory firm based in San Pedro, California. As a certified HR professional with a background in accounting and finance, she helps companies to navigate