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- Audio Conference Tapes and CD's:
Document Retention Policies & the Law - What Nonprofits Need to Know
Audio Conference Recording Price: 199.00 -
SUMMARY
It's critical that nonprofit organizations have effective record-keeping practices in place. Document retention and destruction policies are more important than ever to meet the disclosure requirements of the Federal Incorporation Transparency and Law Enforcement Assistance Act, Sarbanes-Oxley Act and the new IRS Form 990. Join us for a 60-minute audio conference where you will discover:
- What records is your organization required to maintain under law?
- How should electronic records be filed - What you need to know
- Tips for developing a record retention schedule for your organization
- What are the risks of not properly managing your records?
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PROGRAM BENEFITS
In this practical, 60-minute, audio conference, a leading nonprofit law attorney will provide you and your colleagues with the latest information on practical tips for developing workable document retention and destruction policies that can be tailored to your nonprofit organization's size, mission and budget.
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PROGRAM HIGHLIGHTS
- Record Keeping Requirements - What Nonprofits Need to Know
- What are the risks of not properly managing your records under Sarbanes-Oxley?
- How does the New IRS 990 Form impact your record keeping policies
- When & how to destroy records safely?
- Establishing Policies for Electronic Records
- How long should electronic records be maintained?
- Are computerized files, websites, and emails under the same obligations?
- How to minimize record storage data?
- Customizing a Compliant Record Retention Program for Your Organization
- How to develop a practical document retention policy for your nonprofit
- Program implementation & records management best practices
- Tips and valuable resources to use when establishing your document policy
- How often should your nonprofit's program be audited to ensure compliance?
- Live question and answer session - Have your specific document retention policy questions answered
- Record Keeping Requirements - What Nonprofits Need to Know
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SPEAKER
Sandra Pfau Englund is founder of Pfau Englund Nonprofit Law, PC, located in Alexandria, VA.
- Sandy Pfau Englund served as an attorney with a nonprofit law firm and as a senior manager of a major scientific association prior to establishing her law practice.
- Ms. Pfau Englund received her bachelor's degree, magna cum laude, from Eastern Michigan University, and her law degree and master of public administration degree with a concentration in nonprofit management from George Washington University.
- She is a member of the Virginia, District of Columbia and Ohio bars.
- Sandy is active with the American Society of Association Executives (ASAE)and the Greater Washington Society of Association Executives (GWSAE). She writes for both ASAE's and GWSAE's magazines, has made presentations at ASAE's management conference, and has chaired GWSAE's Congressional Breakfast and the Virginia Subcommittee of its Government Affairs Committee.
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Full participation in this program is applicable for 1 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.
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PROGRAM MATERIALS
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
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PRICING
$199.00 for audio conference recording (CD or audiotape) and program materials.
This is an outstanding program and therefore we offer purchasers a Money Back Guarantee. We are so confident that you will find the conference valuable that we offer a 100% money back guarantee from now until 30 days after the audio recording is shipped, making this a risk-free investment. Audio recordings will be received approximately three weeks after the live conference.
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