Events Search
  Summary & Check Out (0)
Friday, July 25, 2025 Live Webcast

Data at 30,000 Feet: Traveling Smart with Client and Personal Information (X1-TSA2-2025-01-WEBNR-206-01)

10:00 AM - 12:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK
4 CPE Credits in AA

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.

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

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Mark McCreary

Mark McCreary, CIPP/US

PRICING

$109.00 - Member

$129.00 - Nonmember

Register Today


Note: Online pre-registration will close on July 25 at 9:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent