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Who should attend Document Retention And Destruction
This seminar is designed for controllers, accountants, CFOs, tax managers and officers, human resource managers, bankers, enrolled agents and attorneys.
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Document Retention And Destruction  

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This seminar is designed for controllers, accountants, CFOs, tax managers and officers, human resource managers, bankers, enrolled agents and attorneys.

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Seminar Summary:

Topics to be discussed will include federal tax document retntion issues, corporate document retention issues and more (see full course description)

 
 

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Training Course Syllabus:


The massive amount of electronic data and paper records being created and stored every day poses a huge challenge to any organization, whether a multinational company or a small government agency. Recent events, including large and well-recognized public companies, have brought a heightened awareness of the need to follow systematic disposition policies as part of a comprehensive records and information program within your organization.

Seminar Highlights:

• Why document management?
• The impact of compliance and regulations
• Filing system design and approach
• Developing a retention and destruction plan
• Implementation and training

Learning Objectives:

• The attendee will be able to describe the benefits of improved document management.
• The attendee will be able to review discovery of electronic and other nontraditional documents.
• The attendee will be able to identify areas for improvement.

Professional Manual:

You will receive a professionally prepared manual compiled by the faculty specifically for this seminar. The seminar will be recorded. Your registration constitutes your consent to such recording. If you cannot attend, you may order a set of the digitally recorded CDs and the accompanying manual from this program by using the registration form on the back panel.

Agendas and Speakers may differ slightly depending on the location. Please e-mail or call a representative to obtain an agenda for a particular location.

Seminar Summary:

Topics to be discussed will include federal tax document retntion issues, corporate document retention issues and more (see full course description)

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