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What is a Webcast?

A Webcast is a live, interactive 60-minute conference presented over the telephone and over the Internet. You can attend right from your own desk, or any location that has telephone and Internet access.

North American Professional Liability Insurance Agency's Webcasts will focus on Risk Management & Education of topical subjects related to Professional Liability Insurance.  We will have one or more speakers who are recognized experts on the topic. Webcasts typically include a Q&A session; you can ask questions by phone or instant messaging options.

Calendar

Upcoming Webcast

Feb 26 - Retention of Client Records

Previous Webcasts:

Jan 24 - Fiduciary Insurance

Dec 13 - Understanding Fiduciary Coverage

 Download a PDF Presentation from Naplia's December 13th Webcast.

Understanding Fiduciary Coverage for Investment Professionals (pdf)

Retention of Client Records: Question and Answer Session

- February 26, 2008 - 1pm EST (est. time length: 40 minutes)

Concern about how long engagement files should be retained is a common issue.  There is frequently a conflict between the desire to discard older files to free up storage space, and the inherent reluctance to discard documents which contain a detailed record of the work which you have performed. 

Although there are few rules established in law for file retention by accountants, this Webcast will provide you with insights from Attorney and CPA, Ralph Picardi on procedures you may implement in your firm.

REGISTER NOW! 

There is no cost for attendance. This Webcast is not approved for CPE

Pre-Submit a Question for the webcast

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