Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (TSA2)
2025-09-04 18:00 - 20:00 UTC | Webinar
Surgent's Data at 30,000 Feet: Traveling Smart with Client and Personal Information (TSA2)

09/04/25 01:00 PM CST
- 09/04/25 03:00 PM CSTDescription:
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, weâ€™ll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. Weâ€™ll examine how data can be accessed â€” legitimately or maliciously â€” 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.Objectives:Recognize ways that client and firm data can be accessed by third parties during travelUnderstand how to protect your client and firm data while travelingPresenters:Mark McCreary, CIPP/USField of Study:Information Technology (2)Major Topics:CPA responsibilities for client dataUnderstanding the risks while travelingLegal and regulatory landscapeCPA-specific considerationsData protection techniques and toolsPolicy and technical safeguardsPre- and post-travel protocolsEmployee education and complianceLocation:
Webinar

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