Records Management FLEXCAST
Available Until
Your Desk
3.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
Effective records management is pivotal for any business aiming to reduce costs and boost performance, yet many struggle to implement a system that effectively handles the complexities of record keeping. This course provides a comprehensive solution to these challenges, offering an essential guide to developing and maintaining an organized records management system. Covering the entire record life cycle, from creation to disposal, the course delves into various record formats and the concept of information governance. Participants will explore different storage methods such as alphabetic, numeric, and geographic, along with best practices in records management and retention strategies. The course concludes with an in-depth look at electronic records management, addressing issues like electronic media types, record safety, and strategies for mitigating catastrophic record damage. This course is invaluable for professionals seeking to streamline their organization’s record-keeping processes, ensuring efficiency, compliance, and the effective safeguarding of critical information.
Highlights
Records management overview. Record storage systems. Elements of a records management system. Electronic records management.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, leaders, and managers.
Objectives
Identify the different types of records. Specify the different components of a records management system. Identify the steps used to store a record under the alphabetic storage system. Cite the rules that apply to sorting and cross-referencing names. Specify the characteristics of the different types of record storage systems. Identify the characteristics of the different types of record storage equipment and supplies. Cite the forms and logs used in a records management system. Identify the criteria used to retain records for differing periods of time. Specify the methods used to optimize a directory structure. Identify the types of metadata that may be associated with a record.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $113.00
Member Price $98.00