Human Resource: Access to Records and Record Keeping

Workshop Description

This highly popular workshop—delivered in partnership with the Pacific Legal Education & Outreach Society (PLEO)—provides clear, practical guidance on your non-profit’s obligations under the Societies Act (BC) and the Personal Information Protection Act (PIPA).

Participants learn exactly what records must be kept, how to manage personal and sensitive information responsibly, how to identify legal trouble spots before they escalate, and simple ways to organize and maintain documents. You’ll leave with the confidence and knowledge needed to keep your organization compliant, transparent, and protected.

Suggested Participants:

All non-profit leaders.

Learning Outcomes:

By the end of this workshop, you will be able to:

• Understand your record-keeping obligations under the Societies Act through a privacy lens
• Know how to comply with privacy requirements under the Personal Information Protection Act (PIPA)
• Identify common legal trouble spots in record-keeping and privacy—and know how to address them
• Recognize what official records your organization must keep and how to organize them effectively

Workshop Benefits:

• Stay compliant with confidence – Get clear, up-to-date information on legal record-keeping and privacy requirements for non-profits.
• Reduce organizational risk – Learn how to avoid common mistakes that lead to legal exposure or privacy breaches.
• Organize your records effectively – Gain simple, practical strategies for structuring and managing documents so your organization is audit-ready.
• Strengthen transparency and trust – Demonstrate responsible stewardship of records and personal information to members, staff, funders, and the public

Topics Covered:

• Legal Requirements Under the Societies Act & PIPA – What you must retain, protect, and make accessible
• Privacy and Record-Keeping Best Practices – Handling personal information, access requests, retention schedules, and secure storage
• Organizing Official Records – Practical approaches for managing, classifying, and maintaining core documents over time