Managing data retention schedules during M&A, relocations and bankruptcy
Contributors:
Wanne Pemmelaar
CEO & co-founder
filerskeepers
Brought to you by filerskeepers
Broadcast date: 22 Sept. 2026
Time: 11:00–12:00 PDT, 14:00–15:00 EDT, 20:00–21:00 CEST
Everyone talks a big game about compliance — until something major happens. A merger. A divestment. A company split. Suddenly, the retention schedule is outdated, incomplete or missing entirely. That's when teams scramble.
Whether merging, spinning off, dissolving or relocating, organizations often overlook the massive records effort happening behind the scenes — determining what needs to be kept, for how long, and how obligations get divided when one entity becomes two or more.
This session goes back to basics. We'll unpack what it takes to maintain a defensible, up-to-date retention schedule before the next big business event so nothing falls through the cracks when it matters most.
Key takeaways:
- How to assess and update a retention schedule before a major business event hits.
- Strategies for splitting or reallocating retention obligations across entities during a merger, spin-off or dissolution.
- Identify which records must be retained, transferred or disposed of — and for how long — throughout business transitions.
- How to spot gaps, redundancies or outdated policies in an existing schedule.
- Build a defensible, audit-ready retention framework that remains effective as your organization evolves.
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Eligible CPEs: AIGP, CIPP/A, CIPP/C, CIPP/E, CIPP/US, CIPM and CIPT.
1.0 CPE credits
