SEPTEMBER 20 @ 1 PM
SESSION 8: 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. – Claim Counsel | Travelers
Delivery Method: Group Internet Based | Field of Study: Business Management & Organization
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.
McGowan Program Administrators and the CPAOnePro Accountants Professional Liability Program are pleased
to offer the following Live Risk Management Webinar Series for all McGowanPRO clients and friends. These exclusive webinars offer CPAs valuable risk management tools that experts in the accounting profession are presenting. Each live webinar is 50 minutes long and gives the attendee, if a CPA, 1 hour of free CPE credit.
The series may also provide a premium credit towards the firm’s professional liability insurance. Please ask
your agent for more details and register today.
Please be aware that all webinars are intended to be informational and should not be construed as legal advice.
