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Records Retention, Retrieval & Destruction for Accounts Payable
How to Organize Your Records so They Meet Your Needs and Satisfy Federal Guidelines
All recordings available 14-21 days after event date:
10/22/08
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Is your records management system a strategic business tool or a legal risk?
No one knows better than you that an effective records management system protects your organization and enhances your department’s performance. Yet, meeting federal regulations AND creating
a system that works for you can be complex and confusing. Thanks to this all-new training CD, it’s never been easier!
We’ve broken down the records management process into an easy-to-understand system that you can implement immediately. You’ll learn exactly what records you HAVE to keep, how to store them,
and when to dispose of them. We won’t waste your time on theories and time-consuming strategies. You’ll get the must-know information you need for creating a records management system that
increases efficiency and accuracy, reduces clutter, and ensures you’re legally compliant.
The bottom line is this: Your organization can’t afford to have holes in its records management system. Get the information you need to protect and enhance your organization. Purchase
this CD today!
What You’ll Learn:
- Understanding why accurate records retention is essential for your organization’s success
- Choosing a recordkeeping system that meets your needs
- How your business determines the types of records you must retain to satisfy federal tax purposes
- Key elements of an effective recordkeeping system
- Records every AP department must keep and why – including purchases, expenses and travel, transportation, entertainment, gift expenses,
employment taxes, and assets
- Finding a retrieval system that works for you
- Satisfying IRS record retention guidelines
- How and when to dispose of records
- Complying with DIN security levels
Your Trainer: David Sanders
David Sanders is considered the nation’s leading expert on Accounts Payable record management and with good reason. As the author of four books, David is ready to put his years of experience and
impeccable financial credentials to use for you. David’s work history includes experience as a Corporate Controller, Accounting Manager and State Tax Auditor I, II, III.
His workshops and seminars are packed with information, insights and examples that only come from years of real-world experience. His skills enable him to offer you the rare experience of learning from
someone who understands you and your job as an accounts payable professional. With his down-to-earth attitude, easygoing sense of humor and wealth of knowledge, David gives individuals solid solutions
that address their workplace issues. Don’t miss your chance to learn from industry guru, David Sanders. Purchase this training CD today.
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Audio - CD
Item #: 1810888
Price: $199.00
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