CPA firms are ridiculously attractive targets for cyber thieves. Not only are firm computer systems a treasure trove of names and Social Security numbers, they also include details on banking and investment accounts, tax refunds, and other assets. Client databases often skew toward high-wealth clients—and even when they don’t, they are perceived to. What thief wouldn’t want to find a way into this goldmine? And what better way in than through the “doors and windows” in firm security that practitioners and staff unwittingly forget to “lock?”
In order to avoid a firm hack, everyone in the firm, from the reception desk to the corner office, needs to understand how hacks occur and what they might be doing to create holes in the security. So, gather your entire team, grab a conference room, and make plans to attend this important firm-wide education opportunity. The session will address 15 common ways in which human error can expose client data to potential theft and set the firm up for disaster. The scenarios you’ll hear about are common and the mistakes unintentional. They can and do happen at firms of every size. And they’re preventable—once the risks are known and understood by everyone.
To facilitate the kind of broad participation that is essential for this topic, we are pricing the course for group viewing. Gather as many people as you like in one location and they may all view the course for just $199 (pricing is per computer logged in to the session). For the CPAs in your group, two hours of CPE credit are available. Credit for one person is included in the $199 base price. Credit for additional CPAs viewing from the same location is available for $59 per person, with volume discounts available for large groups.
- Fact patterns of notable CPA and other professional services firm hacks
- Common weak points in firm security systems
- Practical proactive steps you can take to reduce hacker risks for your firm at every level
- Be able to identify common ways in which human error can create cyber-security vulnerabilities in the firm environment
- Understand and be able to implement proactive strategies to close security gaps
Who should take this course:
Partners and staff at CPA firms across every practice area and any firm employee that wants to reduce the likelihood they will get their firm hacked. Ideal for all members of the firm (including non-CPA staff) to attend as a group.