April 26, 2027


Vendor Webinar


2 CPE Credits

Surgent's Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World

April 26, 2027
Vendor Webinar
2 CPE Credits

Surgent's Privacy, Data Security, and AI: Reasonable Precautions in an Unreasonable World

  • Instructor

    Mark
    McCreary

Learning Objectives

  • Identify modern confidentiality, data security, and technology-competence obligations in today’s professional environment
  • Recognize and respond to evolving social engineering threats, including AI-generated phishing, account takeovers, and deepfakes
  • Apply verification, judgment, and supervision principles to the responsible use of generative AI tools
  • Implement practical safeguards for protecting client and company data across work, travel, and personal technology use

Major Topics

  • Evolving privacy, data security, and professional-responsibility obligations in a rapidly changing threat landscape
  • Modern social engineering risks, including AI-generated phishing, account takeovers, QR code scams, and deepfakes
  • Responsible use of generative AI, emphasizing supervision, judgment, verification, and client expectations
  • Practical safeguards for protecting data, devices, and confidentiality at work, at home, and while traveling

CPE Credits Available

2 CPE Credits
2
Information Technology

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and finance professionals who wish to learn the latest on AI and its practical, real-world applications

Provider

Surgent

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