CPA - small firm
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Small Business Owner
It’s often not a matter of if fraud will occur, but when it will occur. Small businesses are prime targets for criminals looking to steal money because they typically have more credit than an individual and fewer processes and protections in place that a large corporation would have.
Breaches and other fraud crimes are on the rise and Business Identity Theft is a real issue facing small business owners. More and more, criminals are getting a hold of business information (via the Dark Web or other means), and are impersonating a business officer to take out loans, file fake tax returns and much more. These kinds of crimes leave the business owner responsible for clearing the mess, often suffering financial and reputational loss in the process.
This course will educate the small business owner about breaches and fraud; how they occur and implications if they happen to you, as well as common fraud schemes today and how to better protect your business.
Learning Objectives:
- Learn why accountants and other small business owners are at increased risk for fraud.
- Learn how a breach can impact your business, both legally, financially, and reputationally.
- Receive tips for responding to a breach event
- Learn about common fraud schemes targeting accounting firms and other small businesses and how to protect against them.
- View a demo of Detect & Defend, a new product from Intuit, that can help detect fraud or theft early, and resolve it for you, if it does occur.
Tara Bolt
EZShield, Inc.
Director, Client Services
tbolt@ezshield.com
(888) 439-7443
Tara Bolt brings more than 13 years of account management and fraud prevention experience to EZShield. As a hands-on promoter of customer experience, she launches new initiatives and programs to help prevent and resolve fraud and leads the integration of those solutions with EZShield’s partners, including Intuit. Tara has trained over 10,000 representatives on identity protection services.
Dawn Brolin, CPA, CFE
Powerful Accounting
Managing Member
dawn@powerfulaccounting.com
(800) 918-4109
Dawn is a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC. The firm has two locations in Connecticut, one in Windham and one in New Haven. Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit professionals as well as a QuickBooks consulting firm. Recently, Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner. In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and implementation for small businesses.
Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group and many more. Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her amazing Team at Powerful Accounting.
Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more. Her commitment to her continuing education motivates her to learn something new every single day and recently passed the Certified Fraud Examiner exam in the summer of 2017. Her next goal is to earn her Certified Forensic Accountant license in 2018.
Jamie Herbstman
Intuit
Intuit Product Development
jamie_herbstman@intuit.com
(650) 944-4147
After learning how fraud can be devastating to a small business, Jamie began to research, develop and ultimately bring to market Detect & Defend, from Intuit, the makers of QuickBooks. Jamie now helps educate small business owners about fraud and popular scams, so they can be as knowledgeable as possible in order to keep their business out of harm’s way. Jamie brings her passion for helping businesses grow and her 20 years of strategy and product development experience to her role as small business champion.
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