Avoid the risks of ineffective or non-existent document retention and destruction policies and learn to develop strong policies.
Nonprofit leaders, their employees and Boards spend an overwhelming amount of time ensuring their organization’s mission is delivered effectively and their successes lead to long-term sustainability. Doing this work involves the accumulation, analysis and archiving massive amounts of data. How much time do these same leaders dedicate to effective storage, security and disposing of all this data? The answer is not enough, and the risks of loss, misuse or theft of data can lead to legal issues, loss of organizational reputation, public embarrassment and sometimes unrecoverable damage to the nonprofit. This presentation will help nonprofit leaders and those charged with the fiduciary duty of care to examine why effective document retention and destruction policies are a crucial element of organizational controls and mission delivery. Attendees will explore the risks of ineffective or non-existent document retention and destruction policies, learn to develop strong policies, implement them throughout the organization and structure tools for monitoring and adapting to the ever-changing landscape of data collection, storage, security and disposition.
Learning Objectives
- You will be able to define what a document retention and destruction policy is.
- You will be able to describe the legal and regulatory requirements for document retention and destruction.
- You will be able to explain how to develop, implement and monitor a DR&D policy.
- You will be able to recognize the weaknesses in your organization’s practices surrounding document retention and destruction.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Welcome and Objectives | |
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| Why Are DR&D Policies Needed? | |
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| Components of Document Retention Policy | |
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| Components of Document Destruction Policy | |
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| Developing, Implementing and Monitoring Policies | |
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| Q & A | |
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
CPE 1.2 including Business Management and Organization 1.2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Management and Organization for 1.2 hours. Prerequisite: basic knowledge of nonprofit governance issues. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
OnDemand Course
This course was last revised on June 18, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Who should attend?
This live webinar is designed for executive directors, accountants, presidents, vice presidents, directors, officers, controllers, CFOs, and tax managers.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Jerry Frick, MBA, ACNPS
All In One Accounting
- Director, CFO/Controller at All In One Accounting, a strategic accounting team that advises entrepreneurs on profitable growth and helps nonprofit leaders amplify their impact
- Has delivered in-person presentations and webinars for organizations such as the Minnesota Council of Nonprofits, Pennsylvania Association of Nonprofit Organizations, Community Foundation of North Central Wisconsin, Nonprofit Leadership Alliance, and Associations North Executive Edge Conference Appeared on podcasts including Tony Martignetti Nonprofit Radio and the Nonprofit Leadership Podcast with Dr. Rob Harter
- Authored various articles and guides focused on Nonprofit topics for AIOA’s website
- Member of Nonprofit Leadership Alliance – Advanced Nonprofit Certified Professional (ACNP) and Nonprofit Finance Group
- M.S degree in accounting, University of Phoenix, Phoenix, AZ; B.A. degree in accounting/management, Anderson University, Anderson, IN
- Can be contacted at [email protected] or 651-374-4471
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