BDO Alliance and CPAFMA Workshop
June 11, 2018
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2018 CPA Firm Management Association's National Practice Management Conference in partnership with AICPA ENGAGE
June 11 - 14, 2018
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MAPCast: Retirement Planning: Will I Ever be Able to Retire?
June 19, 2018
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MAPCast: Where are You Exposed? Mitigating Your Firm's Risk of Litigation
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MAPCast: Be a Retirement Superhero to Your Clients
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MAPCast: Hot Topics for HR
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MAPCast: Engaging Next Gen Clients with Convergence Coaching and BDO
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NorCal Chapter Meeting

April 27, 2017 11:30am - 2:00pm

Location:  Realize CPA
50 California Street, Suite 3550
San Francisco, CA 94111
Cost(s):  $50.00 Member In Person / $25.00 Conference Call

Presentation Description:

Personal information (social security numbers, credit card numbers, and bank account numbers, coupled with a name) has become a leading target of cyber criminals. With your client’s personal information in your possession, understanding your exposure and taking the appropriate steps to mitigate your liability is essential. Steve Vono of NAPLIA will explain the accounting firm’s role in keeping data safe and outline how to protect your firm from lawsuits arising from information security exposures. He’ll discuss what is and isn’t covered under your professional liability policy and show you how an employee dishonesty policy and cyber liability policy can fill in the gaps.

Our Speaker:  

Stephen Vono is a founding partner of NAPLIA and specializes in Accountants Professional Liability Insurance and Risk Management for accounting firms.  Mr. Vono is active in several leading Accounting Associations and presents regularly at annual conferences on risk management topics aimed at lowering the exposure to litigation for accountants and CPA firms.  He currently serves as President of the CPA Firm Management Association North East Chapter, and is the recipient of CPA-FMA’s Distinguished Service Presidential Citation for outstanding support and contributions to members of CPA-FMA.  Mr. Vono has written and published several articles on practice management for accounting firms including The Journal of Accountancy, Accounting Today and other accounting periodicals.

Lunch will be provided for those attending in person, however, an RSVP must be received by April 25, 2107.

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