CPA's Guide to Email, Record Retention, Destruction

CPA's Guide to Email, Record Retention, Destruction (2-59553)

REGISTRATION STATUS: CLOSED -- Please contact the VSCPA at or (800) 733-8272 for availability.

As organizations make ever-more use of the paperless workplace, electronic record retention presents challenges. From scanned documents of paper records to emails and instant messages, do you know which e-records you should save and which you should delete? This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.

Please note: For tracking purposes, you must enter this course information into the CPE tracker manually. The VSCPA is unable to transfer partner-produced content, as we cannot verify course completion.

Enable your firm and your clients to set realistic policy on the retention and destruction of records, especially electronic records.

  • Coping with the unique legal properties of email
  • The need to preserve records for lawsuits
  • Sample language for record retention policy, especially electronic mail
  • Keys to addressing Facebook & other social networking communications
  • Scanning paper records: How to do it responsibly
  • What to do with dusty old paper records in the warehouse

Designed for:
Accountants, Auditors, Lawyers, Legal Assistants and all other professionals and managers doing business, nonprofit or government work.


Date:Thursday, February 01, 2018
Time:1:00PM - 3:00PM  ET
CPE Credit:2.00 Business Law
Vendor:CPA Crossings
Course Level:Basic
Best Price:$79.00 VSCPA members, $79.00 nonmembers

Advanced Preparation: