Description
Please note: This course will expire on Wednesday, April 30, 2025 at 11:59 pm ET. Please complete the course AND submit credit before the deadline.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
In this day and age, protecting company and client data is imperative. However, for your small-business clients, money is often tight. Is it even possible to build an effective data-security program with limited resources? In this course, we will discuss some of the basic data-security requirements for tax practitioners and financial advisors. We will examine what the most common risks are and give some tips on how to address them without breaking the bank. We will even give some tips on how to control cost when purchasing cyberliability insurance.
Event Level: Overview
Who Should Attend: CPAs and financial advisors who work with small business owners
Required Knowledge: Fundamental knowledge of company and operational systems
Advanced Preparation: Fundamental knowledge of company and operational systems
Vendor: Peters Professional Education
Speaker: Peters, David
Objective
* Identify the relationship between information security, network security, and cybersecurity * Recall what data security measures are required of tax preparers and financial advisors * Identify how to prevent common data-security risks * Recognize what risks are mitigated by purchasing a cyberinsurance policy
Credit Types
- Information Technology: 2.5
Event Speaker(s)
Event Level:Overview
Event Code:OD008024
Event Vendor:Peters Professional Education
Fields of Study:Information Technology
Tags:Succession Planning, New Course, 2 hour
Other fields:
Registration Fees
| Registration | Type | Price |
|---|---|---|
| On Demand (2.5 hours) | Members | $120.00 |
| On Demand (2.5 hours) | Non Members | $260.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.