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Record Retention in A/P: Remain Compliant & Avoid Costly Fines


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Both electronic and paper record retention compliance is a critical aspect of an accounts payable department. Mismanaged records can lead to confusion, frustration, and ultimately penalties from the IRS. How can you remain compliant with guidelines, implement an efficient record management schedule and avoid fines? Join us for this 60-minute webinar to discover:

  • Record retention essentials for accounts payable departments
  • What to know about specific forms: Details to ensure compliance
  • Keys to avoid legal and regulatory issues that plague AP
  • Electronic vs. paper records: What to keep, what to purge
  • How to create a retention schedule to make your life easier

Program Highlights

  • Record Retention Essentials: What AP Departments Need to Know

    • Keys for administering self-audits: Where do you stand?
    • Purging AP records: Keeping important data secure
    • How electronic and traditional records are managed differently
  • Retention Compliance Guidelines for AP: Keys to Avoid Costly Fines

    • Documents checklist: Specific forms and how long to keep them
    • Don't touch: What documents should never be purged
    • Federal vs. state regulations: Keys to eliminate confusion
    • How to respond to missing invoices or mistakes
  • Implement a Record Retention Schedule: Optimize Time & Productivity

    • Keys elements of an effective record retention schedule
    • How to move past a stressful yearly purge to a tiered system
    • Avoid common AP retention mistakes that hurt efficiency
  • Interactive Q&A - Have your questions answered by the expert!

About The Speaker

Nancy Flynn is an internationally recognized expert on workplace policy, compliance, and communication. Nancy is founder and executive director of The ePolicy Institute, which is dedicated to helping employers limit electronic risks, including litigation, through written policy, employee training, and compliance management programs.

  • Ms. Flynn serves as an expert witness for the federal government and law firms engaged in email and Internet-related litigation.
  • She is regularly retained by leading technology companies and other organizations worldwide to conduct seminars and webinars and create training tools.
  • Nancy is an in-demand speaker, seminar leader, corporate coach, and the author of 13 books published in 6 languages.
  • She also serves as a go-to media source and has been featured by Fortune, Time, The New York Times, Newsweek, Forbes, and The Wall Street Journal among other media outlets worldwide.

Program Benefits

Join us for this 60-minute webinar to avoid mismanagement of records and avoid costly fines in your accounts payable department.