Register: https://ipe-sems.com/products/100304

Overview

Master Essential Formation and Operation Records Management

Managing transactional documents, as well as formation and operating records is a critical skill every corporate paralegal must master. This practical program offers foundational knowledge for documenting meetings, creating document retention systems, and ensuring proper retention and destruction practices. Whether you are new to the practice area or need a refresher, this program is for you. Register today!

• Explore key provisions of formation documents and bylaws.
• Improve your meeting minutes practices, obtain board members' consent, and more.
• Create and maintain a strong system for updating and maintaining corporate records.
• Support corporate transactions with exhaustive due diligence requests.

Abbreviated Agenda

1. Mastering Foundational Concepts
2. Essential Corporate Documents, and How to Keep Them Organized
3. Documenting Meetings
4. Record Management Systems, Technology, and Tools
5. Maintaining and Updating Records
6. Supporting Due Diligence and Corporate Transactions