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Surgent's Data at 30,000 Feet: Traveling Smart with Client & Personal Information

Overview

Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We’ll examine how data can be accessed -- legitimately or maliciously -- by third parties during travel, and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations, and actionable tips for staying secure in transit.

Prerequisites

None

Objectives

  • Recognize ways that client and firm data can be accessed by third parties during travel
  • Understand how to protect your client and firm data while traveling

Highlights

  • CPA responsibilities for client data
  • Understanding the risks while traveling
  • Legal and regulatory landscape
  • CPA-specific considerations
  • Data protection techniques and tools
  • Policy and technical safeguards
  • Pre- and post-travel protocols
  • Employee education and compliance

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SU041726

2 CPE Credits
Information technology: 2 Credits

Registration

Member Price:
$119
Non-member Price:
$149

Registration is open through 04/17.

Friday, April 17th

10:00am to 12:00pm

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Instructor

Mark McCreary