With a touch of humor and a look at case law and industry best practices, the objective of this presentation is for both service providers and captive owners to learn how to create and maintain records to withstand the scrutiny of cross-examination.

Following this session, attendee will appreciate from an evidentiary perspective how every text, email, accounting & underwriting note, magazine clipping, advertising brochure, & phone call can be used as evidence to help or hurt one’s position. The information will also be industry agnostic that can be carried over into all aspects of an attendee’s professional life.