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(s):
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
Delivery Method: Group Internet-based

No advanced preparation or prerequisites are required for this course.
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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. Benefits of Cloud-based security
3. Data security and risk management
4. How to increase security & monitor activity
5. Disaster recovery best practices

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

Presenter and Moderator Bios
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

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the MAPCast’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line with the names and email addresses of each individual guest. Log-in details will be emailed to all registrants approximately 1-2 days prior to each session.

Refund Policy

CPAFMA will not issue refunds for MAPCasts. If a registrant is unable to participate in the MAPCast and sends written notice to info@cpafma.org 48 hours prior to the session, a credit will be provided for a future MAPCast. Alert the CPAFMA staff member monitoring the MAPCast if technical difficulties are encountered and technical support will be provided to eliminate problems with future MAPCasts.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to show active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the MAPCast recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits.

For more information regarding CPAFMA MAPCasts or administrative policies such as complaint and refund, contact the CPAFMA Headquarters at 937-222-0030, or info@cpafma.org.

What is an CPAFMA MAPCast?
An CPAFMA MAPCast is a live, interactive 30 or 60-minute conference presented over the Internet. You can attend from any location that has Internet access from any device. You pay just one registration fee for as many participants as you wish at each location.

Note that high-speed Internet access is not mandatory.

Who presents at an CPAFMA MAPCast?
Your MAPCast will have one or more speakers who are recognized experts on the topic. MAPCasts typically include a Q&A session; you can ask questions by audio or chat options.

CPE Credits
CPAFMA 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: www.nasbaregistry.org.

MAPCasts qualify for Public Accounting Firm Manager (PAFM) continuing education credit through the CPA Firm Management Association (CPAFMA). For more information about certification or recertification, please visit the PAFM section of this website.

Why CPAFMA MAPCasts?

Fast.
No wasted time. Get right to the heart of the matter in a 30 or 60-minute session designed to easily fit into your busy schedule.

Convenient.
No airlines. No travel. No time out of the office. Listen and follow along from the comfort and convenience of your own device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
CPAFMA MAPCasts are a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars. PAFMs attend for free. PCPS members are able to register at the CPAFMA member rate.

CPAFMA has partnered with the AICPA PCPS to offer PCPS members the same member rate for MAPCasts. PCPS members should indicate their membership when registering.