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bank reconciliations - 7 years
canceled checks - 7 years
charts of accounts - 7 years
contracts - 7 years, if provided a copy upon request for payment
CPA audited financial statements - permanently
employee personnel records - permanently
expense reimbursements - 7 years
insurance policies - minimum of 7 years
inventory records - minimum of 7 years
invoice records - 7 years
legal correspondence – 7 years
minutes of meetings of governing bodies - permanently
payroll records - 7 years
petty cash records - 7 years
payment records - 7 years
tax records - 7 years
retirement program - minimum of 7 years
equipment maintenance records - 7 years

The method for records destruction shall be at the discretion of the Director of Finance
and Membership, in consultation with the Executive Director.

P. Release of Member Information
It is the policy of the LSBA to respect members’ privacy by restricting release of
confidential information contained in the Association’s database and/or archives.

Responses to oral, written or email requests for information on individual members
shall be limited to name, primary address, preferred mailing address, primary phone,
primary fax, date of admission and law school attended.

Labels and/or lists rented for one-time use shall be limited to name, preferred mailing
address and law firm/employer (if applicable).

The LSBA shall not sell or provide lists of members’ phone numbers, fax numbers
and/or email addresses.

Social Security numbers and dates of birth shall be kept strictly confidential.

Adopted August 26, 2006

Q. Sexual Harassment
The Louisiana State Bar Association prohibits any employee, volunteer, or vendor from
making sexual advances of a verbal or physical nature toward an Association employee
or applicant for employment.

Sexual harassment is viewed as a form of conduct that undermines the integrity of the
employment relationship. All employees must be allowed to work in an environment

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