Legally Defensible Writing and Documentation Strategies: Manager documentation, retention policies, and email use

Sherry Prindle
Sherry Prindle |

Sherry Prindle brings 25 years of expertise as an International Speaker, Technical and Soft Skills Trainer, Certified Master Coach, and Multi-Modality Developer.

On-Demand: June 5, 2024

2 hour CLE

Tuition: $195.00
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Program Summary

In today’s hybrid workplace, more reliance on written communication has created a need for better diligence on the legalities of writing and documentation. This program will provide an overview of the various legal standards organizations are required to meet in multiple arenas with strategies on how to keep up with requirements. Particular attention will be given to manager documentation, retention policies, and considerations with the use of email. While no program can guarantee compliance, we will be as comprehensive as possible in helping participants.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Explore the many aspects of written communication that are regulated, and gain strategies on how to stay compliant
  • Sharpen composition technique to ensure writing is both legally defensible and effective
  • Create policies and approaches for consistently writing compliant documents and maintaining records

Closed-captioning available

Speakers

Sherry Prindle_FedBarSherry Prindle

Sherry Prindle brings 25 years of expertise as an International Speaker, Technical and Soft Skills Trainer, Certified Master Coach, and Multi-Modality Developer. She has delivered over 5,000 presentations on hundreds of topics across six countries in three languages. She has a natural ability to translate concepts and desired outcomes into effective training programs that make dry, technical material fun and engaging.

She has an MA in Business and Linguistics and a BA in Communications and International Relations along with many Certifications: Certified Professional Trainer, Certified Master Coach Trainer, and Sententia Certified Level 3 Gamification Master Craftsman.

Agenda

I. Explore the many aspects of written communication that are regulated, and gain strategies on how to stay compliant | 2:00pm – 2:30pm

II. Sharpen composition technique to ensure writing is both legally defensible and effective | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Create policies and approaches for consistently writing compliant documents and maintaining records | 3:10pm – 4:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 General Hours

Delaware

Pending CLE Approval
2 General

Florida

Reciprocity
2.5 General

Receive CLE credit in Florida via reciprocity
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Approved for Self-Study Credits
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Approved for Self-Study Credits
2 General

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 General Hours

Maryland

No MCLE Required
2 General Hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 General Hours

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for Self-Study Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Approved for Self-Study Credits
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
2 General

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 Law Practice Management

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 General Hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved for Self-Study Credits
2 Law and Legal

For CLE course attendance credit, Washington state attorneys must self-apply to the Washington State Bar. myLawCLE will supply Washington state attorneys with the self-application package and instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
2 Law Practice Management (LPM)

West Virginia

Pending CLE Approval
2 General

Wyoming

Pending CLE Approval
2 General

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