Record Retention for Nonprofits: Policies & Procedures to Ensure Compliance
Live Webinar Recording
Recording Price: $199.00
(Includes Proprietary Materials)
Your nonprofit deals with tons of documents every day. Knowing what needs to be saved, how it needs to be saved and for how long challenges even the most seasoned nonprofit professionals. Record retention mistakes can bring about litigation, IRS audits, fines & investigations. How can you get your record retention policies right to avoid costly mistakes and retain your tax exempt status? Join us for this vital, 60-minute webinar to discover:
Record retention rules & regulations nonprofits need to follow
Common mistakes, pitfalls & oversights on record retention to avoid
Guidelines for crafting & implementing effective retention policies
Expert guidance on creating, implementing & enforcing retention policies
Protect your tax-exempt status - avoid catastrophic mistakes!
Record Retention Essentials for Nonprofits: What You Need to Know
Lessons learned from real-life record disaster stories
Defining & distinguishing business records vs. transitory messages
Electronic vs. paper - key retention info for nonprofits
Guidelines for records on employee-owned mobile devices
Legal & Regulatory Rules to Follow: How to Ensure Compliance
Sarbanes-Oxley Section 802 & IRS Form 990 guidelines
Federal & state laws governing nonprofit record retention
Keys to reduce legal, regulatory, security, PR & other risks
What you need to know about records relating to donor gifts
Develop, Implement & Enforce Record Retention Policies for Success
Craft policies that support record retention with litigation hold rules
Keys to determine nonprofit record lifecycles & deletion schedules
Related policies that must be updated: BYOD, social media, email
How to educate employees, volunteers & the board on retention roles
Interactive Q&A - Have your specific 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.
Join us for this 60-minute webinar to discover how to develop, implement, and ensure compliance with record retention programs for your nonprofit.