POLA - The ABC's of Document Retention: The WHY Behind What-to-Keep or Not-to-Keep

Professional Organizers Learning Academy (POLA)

Presents:

The ABC's of Document Retention:
The WHY Behind What-to-Keep or Not-to-Keep

Presented By:

Marcy Melton, CPO®

Thursday, October 29, 2020
3pm - 5pm PST

This class is CEU Qualifying

Code Words are required to obtain your CEU certificate.
Certificates will be sent out within the month.

This will be a virtual class presented on Zoom.
The Zoom link will be sent to registrants the day-of before the class.

When it comes to clients’ documents, if you ever wanted the definitive answer to the question - To Keep or Not to Keep? - this is the class for you!  In this class, Marcy goes through documents from A thru Z - and offers an Essential Guideline that gives the reason behind the WHY in the decision-making. You will learn how to apply the rules and reasoning Marcy has honed from her 24 years experiences as a Financial Organizer, specializing in bookkeeping, tax preparation and filing systems. Of course, this class is not meant to replace your clients’ CPA advice, but with Marcy’s essential guidelines, you will have the confidence, as a PO, to assess all kinds of documents that you come across when working with your clients.

In this class you will learn:

• The Essential Guidelines on Document Retention
• The reasons behind the WHY to keep something or not
• Understanding all your client's documents from A thru Z
• Taxes and Document Retention

Join Marcy in this 2-hour workshop to learn how to better access your clients' documents from a Financial Organizer's perspective

Presenter:

Marcy Melton, CPO®

Marcy Melton, CPO®, is enjoying her 24th year as a Professional Organizer and was among the 2007 inaugural group of Certified Professional Organizers.   Her business, Bullseye Organizing Solutions, is based on the Westside of Los Angeles and specializes in Financial Organizing -- bookkeeping and tax preparation, filing systems, paper management, archiving, health insurance filing and medical payments, as well as time management.  The majority of her regular clients have been with her for two decades. 

Originally from Albany, New York, Marcy had a career in Television Advertising Sales and Sales Management that spanned almost twenty years.  In addition to developing her people skills, she developed a reputation among her colleagues for developing filing systems that enabled her to access anything in seconds. She traces her organizing skills back to her being part Virgo and to having a grandfather who was the “original anal-retentive”.   “A place for everything and everything in its place” was the way he lived.

Marcy has been a member of NAPO since 1996 and enjoys improving her Professional Organizing knowledge and skills through local NAPO-LA meetings and has been to all but one of the NAPO National Conferences since 1998. An active member, Marcy was Hospitality Director for 1996-97 for NAPO-LA and joined the NAPO Board as Treasurer from 1997-1999.  She is a Golden Circle member and participates in her local chapter’s POLA Book Club.

Marcy is married to Frank, a Labor and Employment attorney, and is the mother to first year Cornell architecture student, Gabriella, and stepmother to Frank’s daughters, in their thirties. Outside of NAPO and her business, she is the Co-President of Sinai Temple’s Sisterhood, and a holds a Board position in the Pacific Southwest Region of the Women’s League of Conservative Judaism.

  $35 - NAPO-LA Chapter Members

$45 - Guests

No refunds for POLA sessions
The recording of this class will be made available to all registrants for 30 days.

For more information contact pola@napo-la.org

NAPO Los Angeles is a legal entity separate and distinct from NAPO, Inc. (the National Association of Productivity & Organizing professionals) and is not entitled to act on behalf of or to bind NAPO, contractually or otherwise.