March 19, 2026


Vendor Webinar


2 CPE

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

March 19, 2026
Vendor Webinar
2 CPE

Surgent's Privacy and Security Training: Obligations of Confidentiality and Safekeeping

Learning Objectives

  • Understand the importance of confidentiality and safekeeping of information in the accounting and finance professions, as outlined by professional conduct rules
  • Identify the potential causes and consequences of a major cybersecurity breach
  • Be familiar with email security best practices to mitigate the risk of phishing attacks and unauthorized access to sensitive information
  • Understand security measures for remote work environments, including securing home networks and being cautious of phishing attempts
  • Recognize the risks associated with IoT devices and public Wi-Fi networks, and implement strategies to mitigate these risks
  • Understand the benefits of using a VPN for encrypting internet traffic and protecting against cyber threats while using public Wi-Fi networks
  • Gain awareness of common phishing scams targeting text messages and phone calls, and learn techniques to identify and avoid falling victim to these scams
  • Appreciate the importance of data loss prevention measures, including data classification, policy development, access controls, and endpoint security
  • Understand the risks associated with third-party file sharing services and cloud storage, and learn best practices for securely sharing and storing sensitive information
  • Recognize the importance of multi-factor authentication and other security measures in protecting against unauthorized access to confidential data
  • Understand the potential risks and ethical considerations associated with the use of artificial intelligence and data profiling in the context of privacy and security
  • Develop a culture of security awareness and cooperation within the organization, including effective communication channels for reporting security incidents and seeking assistance

Major Topics

  • Obligations of confidentiality and safekeeping
  • Security best practices to apply beyond work
  • Likely causes and effects of a large-scale cyberattack
  • Email security best practices
  • Remote work security
  • Mobile device security
  • Internet of Things (IoT) risks
  • Public Wi-Fi risk and the importance of using a VPN
  • Recognizing and avoiding text message/phone call phishing
  • Data loss prevention (DLP)

CPE Credits Available

2 CPE
2
General

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone who wants to better understand the current data privacy threats for individuals and businesses or anyone responsible for designing or implementing data security policies for their company or firm

Provider

Surgent

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