Surgent's Data at 30,000 Feet: Traveling Smart with Client & Personal Information

Overview

Whether you're heading across town or across the globe, traveling with electronic devices carries real risks to the sensitive client & 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 & applicable laws. We'll examine how data can be accessed - legitimately or maliciously - by third parties during travel & offer practical strategies to minimize risk, from using loaner devices & mobile device management to coordinating with IT before departure. The session includes current border search rules, international considerations & actionable tips for staying secure in transit.