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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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