Webinar

Data at 30,000 Feet: Traveling Smart with Client and Personal Information

  • Wednesday, December 10, 2025

    10:00am – 12:00pm
  • 2.00
    CREDITS
    Information Technology

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, we'll explore the ethical obligations CPAs have to protect confidential information, including guidance from the AICPA Code of Professional Conduct and applicable laws. We'll examine how data can be accessed - legitimately or maliciously - 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 travel
  • Understand how to protect your client and firm data while traveling

Highlights

  • CPA responsibilities for client data
  • Understanding the risks while traveling
  • Legal and regulatory landscape
  • CPA-specific considerations
  • Data protection techniques and tools
  • Policy and technical safeguards
  • Pre- and post-travel protocols
  • Employee education and compliance

Additional Information

Designed For

All accounting and finance professionals

Vendor

Surgent

Advanced Preparation

None

Credits

2.00 Information Technology

Prerequisite

None

Course Number

2536380

Level of Knowledge

Basic

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