Accounting Firm Data Security Risks & Best Practices

Date: Wednesday, October 16, 2019
Time: 03:00 PM ET / 02:00 PM CT / 01:00 PM MT / 12:00 PM PT [Prevailing Time]
Presenter(s): Sherrill Hebert, National Sales Director, Cetrom & Don Emery, CPA, CA, Director of Client Solutions, Doc.It Inc.
Objective: Join Doc.It, the leader of document management, workflow and portal software for accounting firms, and Cetrom, a leading cloud hosting provider for CPA firms, for a co-hosted webinar to understand more about the underappreciated risks that your daily processes pose to your clients’ data, and your reputation.
Field of Study: Information Technology
Program Level: Basic
CPE Credit: 1 Credit Hour

No advanced preparation or prerequisites are required for this course.

Course Description
A data breach has the ability to make a dramatic and devastating impact on your business. Keeping your business and clients' data and applications safe and secure from Ransomware attacks, while increasing your clients' awareness of malicious software, requires collaboration with your internal IT department and/or managed IT provider. The question is not if, it's when. During this webinar, Accounting Firm Data Security Risks & Best Practices, you will learn how to better prepare, prevent and protect your firm and its clients against a cyber-attack.

Join Doc.It, the leader of document management, workflow and portal software for accounting firms, and Cetrom, a leading cloud hosting provider for CPA firms, for a co-hosted webinar to understand more about the underappreciated risks that your daily processes pose to your clients’ data, and your reputation.

Topics will include:
•1. What is Ransomware?
•2, Data security and risk management
•3. How to increase security & monitor activity
•4. Disaster recovery best practices

Doc.It and Cetrom together assist over 500 accounting firms to improve their day-to-day technology.

Presenter Bio(s)
Sherrill Hebert, National Sales Director, Cetrom
A self-proclaimed serial networker, Sherrill Hebert has been leading Cetrom’s business development efforts since 2013. He enjoys being the “face” of the company and educates new and existing customers on the comprehensive cloud computing solution the company offers. Hebert spent his entire career in the technology field with the first 20 years in customer service, operations, and sales roles for the telecommunications industry. During this time, he was responsible for selling to Tier 1 domestic and international telecommunications companies such as AT&T, Verizon, and France Telecom. Hebert’s background in sales and appetite for taking on new challenges led him to Cetrom. His Bachelor of Science degree in finance from Virginia Tech, paired with a customer service upbringing, allow him to act as a true advocate for Cetrom’s clients.

Don Emery, CPA, CA, is Director of Client Solutions, Doc.It Inc.
Doc.It provides document management, workflow and portal software designed specifically for accounting firms. Emery leads the North America business development team and provides implementation consulting services, assisting firms with strategy, document management, workflow efficiency, retention and compliance

Cost
$25.00 for CPAFMA Members / $40.00 for Non-Members / Free for PAFMs

  Online Registration

Delivery System

  • All programs will be delivered using Zoom. Participants must call the toll-free conference phone number to access the audio portion of the presentation. Participants’ phone lines are automatically muted upon connection to the call.
  • All participants should have Internet access and be in a private setting. For more than one participant per participant location, a quiet conference room with a large monitor/screen and speaker phone is suggested.
  • There will be assistance available to assist with procedural, downloading or connection issues 5 minutes prior to the start of the presentation.