Description

Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client and firm data stored on them. In this session, we’ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We’ll examine how data can be accessed — legitimately or maliciously — by third parties during travel, and offer practical strategies to minimize risk, from using loaner devices and mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations, and actionable tips for staying secure in transit.

Instructor: Mark McCreary, CIPP/US

Target Audience

All accounting and finance professionals

Course Objectives

Recognize ways that client and firm data can be accessed by third parties during travel

Understand how to protect your client and firm data while traveling

Subjects

CPA responsibilities for client data

Understanding the risks while traveling

Legal and regulatory landscape

CPA-specific considerations

Data protection techniques and tools

Policy and technical safeguards

Pre- and post-travel protocols

Employee education and compliance