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Sessions | Instructor | Event Registration |

Event Information

FSS Forensic Services Section September Happy Hour: Record Retention and Document Destruction | SFS60920
Date: September 24, 2020
Event Start time: 4:00 PM   End time: 5:00 PM
Location: Conference Call

Facility: Zoom Meeting

 



CPE Credits:




Note: Registration is limited to members of the Forensic Services Section. To join, visit calcpa.org/join or contact the Member Services department at 800-922-5272.

Have you established (and do you follow) a Record Retention and Document Destruction Policy? Join Craig Enos, CPA with Enos Forensics, CAMICO Loss Prevention Specialist Duncan Will, CPA, and attorney Farley Neuman with Goodman Neuman Hamilton LLP for a discussion regarding record retention and destruction. The discussion will include an overview of a recent incident experienced by Craig Enos relating to old case files, review and discussion of record retention and document destruction policies and resources, communication of your policy, record retention and destruction best practices, and most importantly…adhering to your policies. This will be an interactive presentation, with time for small group discussion with your peers. 

Level of Difficulty:
Update

Field of Interest:
Specialized Knowledge

Event Notes:
  • Zoom link will be sent in advance of the meeting.
  • For questions, contact eku@calcpa.org.