Surgent's Data at 30,000 Feet: Traveling Smart with Client and 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.

Delivery Method: Individual webcast
CPE Credit: Information technology
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

Prerequisites

None

Designed For

All accounting and finance professionals

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