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ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
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SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
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A DAY IN THE LIFE OF YOUR CLIENT DATA: ASSESSING YOUR SECURITY & COMPLIANCE RISK

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJan 06, 2016  Date OfferedJan 12, 2016  Who should attend?CPA - small firm
CPA - medium firm
Other 
Course Description

A typical accountant exchanges hundreds, possibly thousands, of documents with their clients over the course of a year. These documents contain sensitive personal and financial information, and travel through computer networks and systems with varying degrees of security.

In a single day, any one of those documents might be accessed from a number of locations – from home, at the office, over Starbucks WiFi, even on an airplane. The question is – is your data protected at every point of interaction?

In this webinar, SmartVault security experts will help you establish what security professionals call a "security mindset." We’ll address security risks facing accounting document management and workflow, as well as common security pitfalls and best practices. We’ll also review several procedures and practices that SmartVault employs to secure customer documents in transit and at rest. Finally, we’ll give you the tools you need to explain the basics of document security to your clients, to bolster your role as trusted adviser to your clients.

Learning Objectives

  • Identify security risks facing typical tax documents and workflows.

  • Employ document management security best practices.

  • Understand how tools like SmartVault secure documents and ensure compliance.

  • Educate your clients on the basics of document security.

Testimonials

"Clear, concise and informative session."

"Great one-hour session for the quick and dirty on security risks. Well presented!"

"This was clearly one of the best seminars I have attended online, so informative and really well done!"

"This webinar was somewhat eye opening; I enjoyed it."

"There was a nice balance between presenting potential threats and best practices to guard against such threats. The presenters where thorough and knowledgeable."

"The instructors were knowledgeable , and the subject matter was very relevant to what we face today as CPA's, tax preparers, and/or just by virtue of living in the electronic age."

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Handout Materials
Presentation Slides
Additional Materials
Course Outline
Supporting Documentation
Review Questions
Review Questions
QUESTION 1: 18:00 minutes
QUESTION 2: 30:00 minutes
QUESTION 3: 50:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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John Marchesini, Ph.D.

SmartVault
Software Architect

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As a Software Architect at SmartVault, Dr. John Marchesini's responsibilities include aiding in the design and implementation of the SmartVault platform. He has fifteen years of software development experience that span academic research labs, early stage start-ups, large commercial software vendors, and independent consulting. His experience has been with security and systems management software, as well as energy trading platforms. John has built several software products and platforms, and has managed technical teams from small to large. John holds a B.S. in computer science from the University of Houston and a Ph.D. in computer science from Dartmouth College. He has published several conference and journal articles on the topics of application security and PKI. In 2007, he co-authored a textbook on the subject: The Craft of System Security.

Larry Gutierrez

SmartVault
Compliance Manager

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After serving as an officer in the US Navy, Larry Gutierrez worked for several software security, oil and gas companies. Larry’s 15 years of experience included roles as support team lead and manager for control and compliance software and solutions technical auditor. Larry has a Bachelor of Science degree from Texas A&M Corpus Christi and is a Certified Information Systems Security Professional. Larry now serves as Compliance Manager for SmartVault.

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NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Founded in 2008, SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money.