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NDA automation: how to deliver greater efficiency, process oversight and reduce the risk of non-compliance

  • CPA (CA)
  • CMA
  • CPA (US)
NDA automation: how to deliver greater efficiency, process oversight and reduce the risk of non-compliance

1 Credit

FREE

Subject Area

Information Technology

Webinar Qualifies For

1 CPE credit of Information Technology for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

NDA (Non-disclosure agreements) documents are among some of your most important contracts. This agreement protects your confidential business information, trade secrets, client lists, marketing ideas, intellectual property, and a myriad of other sensitive information. 

In a nutshell, if you are asked to sign an NDA, you are asked to promise that the sensitive information shared with you should not pass on to any other body or an individual. On the other hand, if you are the issuer of an NDA, you are asking someone else to not share the information with anyone that you might share with them.

Managing a high volume of NDA requests coupled with multiple types of NDAs can overwhelm even the most seasoned professional team. 

Manual document management means zero version control, which means no real-time visibility of what all changes have been made in the file and by whom. This leads to multiple versions of the same file flowing among the users through emails and chats, making it difficult to find the most up-to-date one

With so many files and data exchanged within an organization, communications get lost in emails. Due to a lack of visibility over the NDA workflow, tracking each agreement manually for signatures and approvals becomes exhausting.

As a result, businesses are increasingly looking to automate the NDA contract process using workflow software to free up the legal team's time for high-value work.

Automating NDAs means that your NDAs will be standardized, and you’ll have advanced software to enable digital drafting, approval, execution, review, and tracking ⁠— all in one place.

This CPE webinar will explore NDA practices and why automating these common contracts are imperative for business.

Learning Objectives

  • To discuss why NDAs are foundational to success - and riddled with challenges.
  • To analyze how to simplify the process to manage and maintain NDAs.
  • To inspect how in-house legal teams are automating NDA workflows to gain efficiency and control costs.
  • To review how to better serve your internal clients with an improved NDA process.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Practice Owners
  • Assistant Controllers
  • Auditors
  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA

Testimonial

4.1

(30)
37%
37%
23%
3%
0%

EA

Good

CS

Great seminar

DM

Great!