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Keys to Documentation and Record Retention for Accounting Professionals (1 CPE)
Presenter: Joseph H. Jones, Jr., Esq. Director of Risk Management | Professional Liability – Travelers; and Julie Lindstrom, Esq. Claims Counsel | Travelers

Proper documentation and record retention are crucial for accountants to support their practice and help minimize professional liability risk. The effects of modern communication on our perceptions of what records are vital need to be recognized and understood. Strategies for adequate documentation and record retention include understanding what to keep and why. The format of documentation and record retention and how long to keep them are equally important. Accountants may be unsure if they need to keep certain records or documents or about how to store them. Statutory obligations, professional standards, and “best practices” can provide guidance.

Delivery Method: Group Internet Based
Field of Study: Business Management & Organization

Sep 20, 2022 01:00 PM in Eastern Time (US and Canada)

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Joseph H. Jones, Jr., Esq.
Director of Risk Management @Professional Liability – Travelers
Joe is the head of risk management services for Travelers professional liability programs for accountants, designers, lawyers, and real estate professionals. Before joining Travelers, Joe was director of professional liability risk management services for Victor O. Schinnerer & Company. Joe practice architecture before attending law school and received his Bachelor of Architecture from Virginia Tech and his Juris Doctor from the College of William & Mary's Marshall-Wythe School of Law.
Julie Lindstrom, Esq.
Claims Counsel @Travelers
Julie is Claim Counsel for professional liability at Travelers. Julie started her legal career in 2004 at a Chicago law firm focusing on professional liability insurance defense and coverage. In 2012, Julie moved in-house to a claim management role, and in October 2018, she joined Travelers. Julie's professional liability experience spans various coverage lines, including insurance brokers, lawyers, architects and engineers, miscellaneous professionals, real estate professionals, and accountants. Before her legal career, Julie enjoyed a career in the telecommunications industry, providing project coordination and zoning management for the construction of cellular towers. Julie is a 1992 graduate of Hillsdale College and a 2003 graduate of Boston University School of Law.