<p> Subject: Record Retention</p><p>Date approved by Board of Governors: 04/26/11</p><p>Policy</p><p>The records of the IIA Oklahoma City Chapter shall be retained for the periods and by the Officers/Committees indicated below:</p><p>Minimum Retention Period Record Officer/Committee</p><p>Permanent Federal Employer Identification Treasurer Number</p><p>Permanent Copy of Certificate of President Incorporation and Articles of Incorporation</p><p>Permanent Bylaws President</p><p>Permanent Chapter Policies President/Policy</p><p>Permanent Speaker Database First Vice President/ Speaker’s Bureau</p><p>Permanent Location Database Facilities</p><p>Permanent Minutes of the Board of Secretary Governors and annual meetings</p><p>Permanent Chapter Manual Secretary</p><p>Permanent Newspaper clippings on chapter Historian</p><p>Six years Annual financial statements Treasurer</p><p>Six years Annual financial records and Treasurer supporting data</p><p>Six years Annual Audit Report Treasurer/Audit</p><p>Three years Records of activities relating Committee Specific specifically to their assignment</p><p>Three years Chapter Newsletter Secretary Subject: Record Retention</p><p>Date approved by Board of Governors: 04/26/11</p><p>Policy</p><p>Minimum Retention Period Record Officer/Committee Three years Program and seminar notices Secretary</p><p>Three to five years or as Attendance sign-in forms/Roster Attendance required by the OK Board of Accountancy</p><p>Three years Chapter Achievement Reports President</p><p>One year following Chapter seminar material Second Vice President completion of all seminar matters.</p><p>One year Required Reporting Forms President</p><p>One year Monthly financial reports Treasurer</p><p>One year Meeting and seminar Finance reconciliations</p><p>One year List of membership prospects Membership</p><p>One year List of former chapter members Membership</p><p>One year Survey and CPE certificates Survey</p><p>One year Correspondence with international All Officers and office, regional and district officers Committees and other individuals</p>