Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive pre...

9/16/2026 12:00pm - 2:00pm  |  Online  |  Surgent

$99.00

CPE Categories: Specialized Knowledge & Applications (2 CPE)

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Description

Spear phishing. Ransomware. Malware. Like the threats your business faces, the cybersecurity lexicon is constantly evolving. This comprehensive presentation imparts practical privacy and data security know-how and creates fluency with the latest terminology. Learn best practices for cybersecurity safety, as well as tailored training for those in positions responsible for implementing security policies. It is just as important to be diligent, safe, and well-versed in the attacks that we face in our personal lives.

Instructor: Mark McCreary, CIPP/US

Target Audience

Anyone who wants to better understand the current data privacy threats for individuals and businesses or anyone responsible for designing or implementing data security policies for their company or firm

Course Objectives

Understand the importance of confidentiality and safekeeping of information in the accounting and finance professions, as outlined by professional conduct rules

Identify the potential causes and consequences of a major cybersecurity breach

Be familiar with email security best practices to mitigate the risk of phishing attacks and unauthorized access to sensitive information

Understand security measures for remote work environments, including securing home networks and being cautious of phishing attempts

Recognize the risks associated with IoT devices and public Wi-Fi networks, and implement strategies to mitigate these risks

Understand the benefits of using a VPN for encrypting internet traffic and protecting against cyber threats while using public Wi-Fi networks

Gain awareness of common phishing scams targeting text messages and phone calls, and learn techniques to identify and avoid falling victim to these scams

Appreciate the importance of data loss prevention measures, including data classification, policy development, access controls, and endpoint security

Understand the risks associated with third-party file sharing services and cloud storage, and learn best practices for securely sharing and storing sensitive information

Recognize the importance of multi-factor authentication and other security measures in protecting against unauthorized access to confidential data

Understand the potential risks and ethical considerations associated with the use of artificial intelligence and data profiling in the context of privacy and security

Develop a culture of security awareness and cooperation within the organization, including effective communication channels for reporting security incidents and seeking assistance

Subjects

Obligations of confidentiality and safekeeping

Security best practices to apply beyond work

Likely causes and effects of a large-scale cyberattack

Email security best practices

Remote work security

Mobile device security

Internet of Things (IoT) risks

Public Wi-Fi risk and the importance of using a VPN

Recognizing and avoiding text message/phone call phishing

Data loss prevention (DLP)