CPA's Guide to Email, Record Retention, Destruction

The start date for this course has passed. Registration is no longer available.

This course is 2.00 credits
Instructor
Benjamin Wright, Esq.
Field of Study
Business Law
Course Level
Basic
Vendor
CPA Crossings LLC

Instructor

Benjamin Wright, Esq.

Registration Fees

MSCPA-AICPA Member
$79.00
MSCPA Member
$79.00
AICPA Member
$79.00
Non-Member
$79.00
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Wednesday, Jan 3, 2018
11:00am – 1:00pm

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As organizations make ever-more use of the paperless workplace, electronic record retention presents challenges. From scanned documents of paper records to emails and instant messages, do you know which e-records you should save and which you should delete? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
As organizations make ever-more use of the paperless workplace, electronic record retention presents challenges. From scanned documents of paper records to emails and instant messages, do you know which e-records you should save and which you should delete? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

Designed For

Accountants, Auditors, Lawyers, Legal Assistants and all other professionals and managers doing business, nonprofit or government work.

Course Objectives

Enable your firm and your clients to set realistic policy on the retention and destruction of records, especially electronic records.

Major Subjects

  • Coping with the unique legal properties of email
  • The need to preserve records for lawsuits
  • Sample language for record retention policy, especially electronic mail
  • Keys to addressing Facebook & other social networking communications
  • Scanning paper records: How to do it responsibly
  • What to do with dusty old paper records in the warehouse

Prerequisites

None

The start date for this course has passed. Registration is no longer available.