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Record Retention for AP: Compliant Electronic & Paper Records Management



January 31, 2018 at 1:00 PM (ET)

Webinar Price: $199.00

* Includes Proprietary Materials

Register Now

With so much data coming into AP, both electronically and in paper form, record management can be challenging. Because courts and regulators mandate what records must be kept and for how long, it's essential AP develops and implements effective record retention policies and deletion schedules. Failure to do so may result in time-consuming regulatory audits and costly litigation.

An effective records management program not only keeps your AP department organized, productive, and running smoothly - it also helps protect your organization from legal and regulatory risks. Join us to discover record retention best practices, designed to help ensure legal, regulatory, and organizational compliance. Attend our 60-minute webinar to receive expert guidance on:

  • Applying critical record retention practices for accounts payable departments
  • Addressing legal and regulatory challenges and avoiding costly mistakes
  • Understanding electronic vs. paper records: What to keep, what to purge -and when
  • Creating an effective, compliant, best practices-based retention policy and deletion schedule

Program Highlights

  • Record Retention Essentials: Best Practices for AP Departments

    • Meeting IRS record retention guidelines and rules
    • Administering self-audits to see where your department stands
    • Protecting, preserving, and purging AP records
    • Keeping business-critical data and records secure
    • Differentiating between electronic vs paper records-and knowing how to manage them
  • Retention Compliance Guidelines for AP: Preventing Time-Consuming Audits and Costly Fines

    • Developing your document checklist and determining record lifecycles
    • Knowing which documents should never be purged
    • Complying with federal & state laws and government & industry regulations
    • Responding to missing invoices and other record management missteps
  • Implementing an Effective Record Retention Schedule for Your Department

    • Knowing the keys to an effective record retention schedule
    • Moving past a stressful yearly purge to a strategic tiered system
    • Avoiding common AP retention mistakes that can hurt efficiency and compromise compliance
  • Live Question & Answer Session - 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.

  • Nancy 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, trainer, and author of 13 books published in six 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 help ensure the proper management, retention and destruction of AP records. Learn keys to avoiding costly mistakes, while boosting departmental productivity and companywide compliance.


  • None

Delivery Method

  • Group Internet Based

NASBA Field Of Study

  • Accounting - Finance

Program Level

  • Basic Knowledge Required