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.
DESIGNED FOR
All accounting and finance professionals
BENEFITS
- 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
ADVANCE PREPARATION
None