Managing data retention schedules during M&A, relocations and bankruptcy

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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 Suddenly, the retention schedule is outdated, incomplete or missing entirely.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.

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