General Data Storage Duration
In general, BKD’s data retention policy requires the purge of most data within a range of six months to seven years in accordance with U.S. laws and regulations. Items not related to client engagements are purged within three years or less.
Personally identifiable information stored and processed via GoToWebinar will be kept for 365 days after creation date and then automatically deleted from GoToWebinar, per GoToWebinar system requirements.
Personally identifiable information stored and processed via Eventbrite will be kept for up to five years, which aligns with the firm’s data retention policies for CPE and NASBA compliance. After five years, events beyond this threshold will be removed, and the personally identifiable information associated with that event will also be removed. However, personally identifiable information related to events more recent than 5 years will be stored until the retention threshold is breached to remain CPE and NASBA compliant.
Personally identifiable information is not stored in the firm’s Informatica account. However, the firm does use Informatica for email verifications. Verifications are sent via Outlook. Therefore, email addresses sent via Outlook for Informatica verification will be deleted after 180 days of creation. For more information on Informatica’s data retention policy, please contact them directly.
Marketo & Salesforce
Personally identifiable information stored and processed via Marketo and Salesforce will be retained as long as the respective individual is subscribed to BKD Thoughtware and/or actively engaged with BKD content, including but not limited to, the following digital interactions: webpage visits, form fill-outs, content downloads, webinar registrations/attendances, Thoughtware subscriber, email opens and email clicks. Personally identifiable information will be retained under these circumstances because the respective individual has requested to remain in our data systems and processors by continuing to engage with BKD content. The individual would not be able to fulfill the desired digital actions without data storage and processing of his/her personally identifiable information. Personally identifiable information of individuals who have not engaged with BKD content in more than five years will be automatically purged from Marketo and Salesforce. The continual lack of engagement is interpreted as the individual no longer desiring to be contacted by BKD. Also, data storage of five years aligns with the firm’s data retention policies for CPE and NASBA compliance.
Note: Social Studio is a listening tool that may sync social media information to Salesforce. However, when an individual is removed from Salesforce, all of their information, including all social media data and metrics for the respective individual, is deleted and no longer available in either Salesforce or Social Studio.
To request data removals or restrict processing, please visit our EU Data Protection Center.