The Society for Design Administration advances management and administrative professionals in the A/E/C industry.

Record Retention – Accounting and Legal Logistics


Presented by: Randi Winchester, John Schlichting
Location: Cavignac & Associates
450 B Street, 18 Floor, San Diego, 92101

Seminar Description

Join us for this timely presentation which will address the guidelines of record retention for human resources, accounting and administrative documents. A two part panel will present the logistics and the legal side of retention guidelines and what it means for your firm. What to retain and for how long carries many risk factors project managers and principals may not be aware of. Join us to clarify the process for everyone and balance your firm’s risk!

John Schlichting was born in Cudahy, Wisconsin, October 6, 1967, and was admitted tothe California Bar in 1993 and to the Arizona Bar in 1994. In addition, Mr. Schlichting is admitted to practice in various federal jurisdictions. Mr. Schlichting was educated at the University of Wisconsin-Madison (BS, 1989) and California Western School of Law (JD, 1993). Mr. Schlichting is a member of the State Bar of California, the State Bar of Arizona, the San Diego County Bar Association, Association of Southern California Defense Counsel and the San Diego Defense Lawyers Association. Mr. Schlichting previously served on the Board of Directors of the Barristers Club of San Diego. Mr. Schlichting’s areas of concentration include construction defect construction law, professional negligence (architects and engineers), personal injury, insurance coverage, insurance litigation / bad faith, premises liability, product liability, business litigation and civil trial practice.

Randi was raised in sunny, Southern California. Although she attended UNM in Albuquerque, she moved to beautiful Colorado after college to enjoy all it had to offer. San Diego kept calling, and she moved back home to be closer to family. Randi was raised around architecture, and her education at UNM consisted of both architecture and accounting. Her true calling, the love of numbers, eventually won out and she wound up being drawn to the financial side of the business. She interned in high school & every summer and long breaks while at college with a local San Diego architecture firm. After college, she worked for a large architecture firm in Albuquerque as a staff accountant. She not only specializes in accounting and financial software for architects, but has a basic understanding of architecture which makes her the perfect fit for RNT. Randi’s personal passion is her dogs. She raises and trains a very special breed of hunting dogs with her family. These are not just dogs, they are the most loving four legged animal out there and their nickname is the velcro dog because they are always stuck to you. Her current prodigy is Cherry, who was born in 2014 and a has a very promising future as San Diego’s smartest dog.

*Remote Attendance option now offered with a $5 discount. Please use code “remote” under discount code at checkout. Using Go To Meeting you can now attend the program from anywhere.

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