Simplify compliance. Strengthen operations. Protect your future.
Records Retention Compliance
All businesses create records everyday. Whether it’s invoices, contracts, or timesheets, these records are important for how you run your business.
- Records prove that your company delivers as promised
- Records protect your interests in a contract or a dispute
- Records support your financial statements and tax returns
Depending on the type of business you’re in, how big your business is, and how long you have been in business, your records may be very straightforward – or they may be more complex requiring special handling. Compliance depends on understanding your records and how to handle them.
Why It Matters
Records retention isn’t just about compliance—it’s a strategic advantage.
Avoid fines and legal risk with federally aligned retention rules
Streamline decision-making across departments
Signal operational maturity to investors and partners
Save time with policy-ready language you can plug into manuals and handbooks
Who is this for?
Whether you're a startup, nonprofit, or growing enterprise, this solution is ideal for:
- Business owners preparing for audits or funding
- Operations teams seeking clarity and consistency
- Legal and compliance leads building internal controls
Why TrailBlazer Academy?
With over 20 years of consulting experience across 11 industries—including energy, healthcare, finance, and manufacturing—TrailBlazer Academy distills everything we’ve learned into one accessible, affordable training platform.
Management Team
Maura Dunn
President & Founder
Maura’s experience spans all aspects of information governance program development for global corporations in infrastructure, healthcare, luxury goods, media, and energy, as well as federal agencies in the civil, defense, and intelligence sectors.
Lee Karas
Executive Vice President & CFO
Lee’s professional experience covers contract management, information management, program assessment and development, and staff management for infrastructure, healthcare, energy, and public sector clients in the civil arena.
25 Fortune 1000 clients served
Global experience, local impact
Trusted by legal ops, procurement, and compliance professionals
FREE
The Records Retention Preview free lesson introduces TrailBlazer’s Records Complexity score. Using a few key pieces of information about your business, we help you understand your recordkeeping obligations and how to tackle them, starting with choosing the right records retention policy and schedule for you.
See Pricing
TrailBlazer’s Records Retention Policy & Schedule is tailored for small, start-up, and growing midsized businesses.
- Ready-to-use policy framework for governance and compliance
- Designed specifically for small businesses and growing enterprises
- Three versions - Basic, Intermediate, and Advanced – pick the one that fits your business needs!
- Records Retention Policy covers Data Sensitivity, including Privacy Data, Roles and Responsibilities, Purpose, and Scope
- Records Retention Schedule covers foundational categories like Corporate Governance, Finance, Human Resources, IT, Contracts, and more
TrailBlazer Learning Academy offers practical, compliance-forward courses designed to help professionals turn policy into action. From mastering Contract Lifecycle Management through stakeholder engagement and system evaluation, to implementing scalable Information Governance Records Retention Schedules and building governance-ready Asset Data Frameworks, each course delivers actionable insights for operational maturity, audit readiness, and strategic growth.