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

 Wed, 11/12/2025 from 1:00 pm to 3:00 pm
 
2.0
26 / 2-62314
Registration is Open
Member Price
$119.00 Regular Registration
Your Price
$125.00 Regular Registration
Designed For:

All accounting and finance professionals

Prerequisite:

None

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.

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.