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Wilson breached2a


Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In the current cyber security environment, it is no longer a question of if, but when your firm is going to be the victim of a data breach or cyber attack. This is especially true for CPA firms who are becoming increasingly targeted as the holders of sensitive information about their clients. This information can be used not only to compromise your clients’ information but also the information of their clients. In the midst and aftermath of a breach, there are a myriad of concerns a CPA firm needs to address. We will discuss each of these concerns and how a typical breach event unfolds.

Learning Objectives

  • Understand cyber liability risk and its impact on professional services firms, including CPA

  • Understand how data breaches typically occur at professional services firms

  • Understand the professional and legal responsibilities of a firm in the event of a data breach

  • Understand the typical data breach response process and learn strategies to help ensure an appropriate breach response

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As a member of Wilson Elser’s Data Privacy & Security breach response team, Greg effectively and efficiently handles data breaches while protecting clients’ reputations. He has overseen breach response for small and large organizations, including professional services firms, educational institutions, public utilities and nonprofit organizations. In addition, he collaborates with the firm’s Government Relations practice to help ensure compliance on the part of his clients and to advise them in investigations. Greg is a contributing editor to Wilson Elser’s ESI Case Law Update 2015, an annual compendium of cases dealing with issues and developments surrounding electronically stored information.

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Sarah is a Risk Control Director for CNA and oversees risk control services provided to CPA firms in the AICPA Accountants Professional Liability Insurance Program. She previously practiced public accounting for 15 years with a national public accounting firm. Risk control services provided by Sarah and her team include policyholder consultations on ways to help mitigate professional liability risk, development and delivery of risk management training and education products, authoring monthly risk management articles for the Journal of Accountancy, and creating other tools to assist CPA firms in managing their professional liability risk.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Citrix ShareFile helps businesses exchange files easily, securely and professionally. Jesse Lipson launched ShareFile in November 2005. For six years, he grew the company with no outside capital to almost 20,000 paying corporate customers and 3 million business users in more than 100 countries. In October 2011, Citrix Systems announced its acquisition of ShareFile. Citrix ShareFile now has more than 50,000 corporate customers and 17 million users around the globe.