This course will help you gain an understanding about important document preparation techniques, as well as compliance requirements so your recordkeeping is precise and efficient.
Effective corporate recordkeeping is crucial for the proper functioning of successful companies, particularly when companies encounter audits, shareholder litigation, or regulatory inquiries. There are many advantages to proper recordkeeping and a multitude of disadvantages to improper or incomplete recordkeeping. This topic will help you learn about comprehensive document retention and effective corporate compliance and recordkeeping, identify the importance of detailed recordkeeping and corporate compliance, and explains how sound corporate governance practices play a crucial role in minimizing director and shareholder liability. This content will provide information regarding drafting documents for proper entity formation and maintenance and their role in proper corporate governance.
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Why Lorman?
Over 36 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
Importance of Proper Corporate Recordkeeping
- Advantages of Comprehensive and Consistent Corporate Governance
- Disadvantages and Pitfalls to Incomplete and Improper Recordkeeping
- Role of Corporate Recordkeeping Best Practices
Preparing and Keeping Proper Documentation
- Business and Entity Type Formation Documents
- Organizational Documents
- Corporate Entity Management
- Noticing and Holding Proper Meetings
- Record Retention Policies and Cybersecurity
Cultivating Best Corporate Governance Practices
- Private Companies
- Public Companies
- Conflicts of Interest
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Why Lorman?
Over 36 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
OnDemand Course
This course was last revised on September 26, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 36 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
Lisa M. Dembiczak
Miller Nash LLP
- Paralegal in the Seattle office of Miller Nash Graham & Dunn LLP
- Handles ongoing corporate maintenance for the firm’s corporate clients; she assists the firm's attorneys with the formation and dissolution of domestic and foreign corporations and limited liability companies, and provides support on business transactions, including mergers and acquisitions; has experience with securities compliance filings and the administration of service of process for corporate clients
- B.A. degree, Washington State University; paralegal certificate, University of Washington
- Can be contacted at http://www.millernash.com/lisa-m-dembiczak/
Brenna C. Dickey, RP
Miller Nash Graham & Dunn LLP
- PACE® Registered paralegal in Miller Nash Graham & Dunn LLP’s business department, assisting the firm's clients and attorneys with transaction due diligence review, mergers and acquisitions, and corporate formation and maintenance; she joined Miller Nash in 1998; before joining the firm she worked as an in-house litigation paralegal for Hilton Hotels Corporation
- Member of the Oregon Paralegal Association and the National Federation of Paralegal Associations, Inc.
- Named Outstanding Local Leader Award by the National Federation of Paralegal Associations, Inc., October 2019; awarded the Oregon Paralegal Association's Outstanding Member of the Year three times and OPA's President Award twice, and served as OPA's Corporate Specialty Group Chair
- B.A. degree in political science, University of Oregon; B.A. degree in journalism, news editorial, University of Oregon; post-graduate paralegal certificate, University of California, Los Angeles
- Full biography can be viewed at http://www.millernash.com/professionals/xpqProfDet.aspx?xpST=ProfessionalDetail&professional=1156&op=ceYZ&ajax=no
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Why Lorman?
Over 36 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.
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