Event Details:


Date: Friday, January 08, 2010
Time: 12:00 – 2:00pm (Registration at 11:40 )
Facility: TBA
Area: Webcast
CPE Credit: 2.0 CPE (Continuing Professional Education)
Instructor: Susan E. Bradley
NASBA Subject Area: Computer Science
Delivery: Group Internet-Based
Course Level: Beginning
Fee: $0 CalCPA Members, $99 Nonmembers

This FREE for CalCPA members webcast is being sponsored by the CalCPA State Technology Committee

As data systems become more complex, they become more valuable. CPAs, in particular, need to stay ahead of the curve if they want to keep their clients’ data safe. This two part webcast is designed to provide you with the tools you need.

Part 1: Why keeping your clients’ data private and secure matters 12:00 – 1:00 pm

Join Susan Bradley, CPA, GSEC, CITP, CFF and Dana Epp, Microsoft Enterprise Security MVP and CEO of ScorpionSoft as they traverse the legal and regulatory minefield of privacy regulations, laws, and “best practices”. We’ll cover what specific laws and regulation currently impact the handling of client data as well as warn you about the impact of upcoming laws and regulations. We’ll provide you with guidance to identify and track personal identity information in your office and provide you with the guidance to set up your own security policy to protect that data.

Part 2: Implementing privacy and security of your clients’ data 1:00 – 2:00 p.m.

Susan and Dana will guide you through the specific solutions to deploy to protect data at rest and in transit in your organization. We’ll discuss software, hardware and the reasons to choose a solution and how to implement it within your organization.

  • To assist the CPA in identifying what laws and regulations impact the need to protecting and securing client data.
  • To provide the CPA with resources to set up a security policy.
  • To provide a framework for identifying and classifying sensitive data in a firm and provide guidance as to necessary protection for the data.
  • To assist the CPA in identifying what technologies and software will assist in protecting and securing client data.
  • Major Topics:

  • data
  • encryption
  • security
  • information technology
  • Designed for:

    Any CPA concerned with the safety and security of his or her clients’ financial data.



    Advanced Preparation:



    One Response to Why keeping your clients’ data private and secure matters

    1. Tyler says:

      I hope this is recorded and posted online