Accounting firms and finance departments manage some of the most sensitive personal, corporate, and financial records in existence, making them primary targets for ransomware, phishing, and data breaches. This session delivers an executive, practice-oriented breakdown of how professionals can protect confidential client data across modern digital ecosystems. Attendees will gain actionable insights into complying with evolving data protection mandates (including FTC Safeguards Rule, IRS Publication 4557, and state privacy acts like the NY SHIELD Act), securing cloud ERPs and client portals, mitigating emerging AI-related privacy leaks, and implementing defensible internal controls without overburdening firm operations.
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This session is designed for CPAs, accounting and finance professionals, firm leaders, and staff looking to protect sensitive client data and navigate evolving cybersecurity and privacy compliance requirements.