WEDNESDAY, APRIL 29, 2020
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2020 Webinar Series forAccountingProfessionals
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A Risk Management Resource for AccountingProfessionals
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This program is offered as a benefit for current Travelers insureds. Participants will earn 1 Continuing Professional Education credit in the Specialized Knowledge Field of Study. Additional information on how to obtain the CPE credit and get a certificate will be provided in the presentation handout.
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Keys to Documentation and Record Retention for
Accounting Professionals
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May 13, 2020, 1 - 2 p.m. Eastern
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Moderator:
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Joseph H. Jones, Jr., Esq., Director of Risk Management, Travelers
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Speakers:
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Alex A. Graft, Esq., Lewis Brisbois
Julie Lindstrom, Claim Counsel, Travelers
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Proper documentation and record retention are crucial for accountants and bookkeepers to support their practice and help minimize professional liability risk. The effects of modern communication on our perceptions of what records are truly important, need to be recognized and understood. Strategies for effective documentation and record retention include understanding what to keep and why. The format of documentation and record retention, as well as how long to keep them, are equally important. Accountants and bookkeepers may be unsure if they need to keep certain records or documents or unsure about how to store them. Statutory obligations, professional standards, as well as “best practices,” can provide guidance.
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Travelers provides webinars that are open to all insureds and brokers. These webinars utilize defense attorneys and industry leaders to discuss a wide range of topics, including those that are historical sources of professional liability risk, as well as emerging trends and issues.
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Questions? Email Joe Jones at JHJONES@travelers.com.
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All rights reserved.
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NOTICE: This blog and website are made available by the publisher for educational and informational purposes only.
It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional
in your state. By using this blog site you understand that there is no broker client relationship between
you and the blog and website publisher.
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