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Tax Innovation & Cyber Summit  

November 12, 2019 

TXCPA Houston | November 12, 2019 | Houston, TX

 

Session: 8:30am- 4:30pm CT

Course Description

With the increasing cybersecurity threats reaching to small businesses and expanding liability from data breaches, it’s becoming even more important for firms to ensure that they have a strong IT security program. Many template IT security policies and procedures are overkill for a smaller entity. A pragmatic IT security program that balances reasonable polices with technical measures and includes a strong employee-awareness and education process is key to protecting your firm from being caught off-guard, or even worse, being perceived as being negligent in protecting your clients’ and employees’ private data.  If you are handling credit card information, a comprehensive IT security program is required by the Payment Card Industry Data Security Standards even for small businesses.  Designed for non-techie managing partners and firm administrators, attend this session to walk through the essential elements of a strong IT security program that is pragmatic and implementable by smaller firms. 

Program

8:30 a.m - 12:00 p.m. 

Tax Innovation & Cyber Summit - Tax Workflow Automation Workshop (CPE: 4 hours)  

This hands-on workshop will guide you through developing a tax workflow model personalized for your firm. We will discuss the technologies available to support automation of the various phases of your tax compliance engagements and identify potential vendors. During lunch, share experiences with other attendees about tools you have tried to use and lessons learned, or tips and tricks. Bring your laptop, because in the afternoon, we you will explore using some of the commonly seen cloud-based workflow management tools so that you can actually they function and determine if they are a fit for your firm.

 

12:00 p.m - 1:00 p.m. - Lunch Break

 

1:00 p.m - 4:30 p.m. 

How Non-Techies Can Craft a Cybersecurity Plan (CPE: 4 hours) 

With the increasing cybersecurity threats reaching to small businesses, and expanding liability from data breaches, it’s becoming even more important for firms to ensure that they have a strong IT security program. Many template IT security policies and procedures are overkill for a smaller entity. A pragmatic IT security program that balances reasonable polices with technical measures, and that includes a strong employee awareness and education process is key to protecting your firm from being caught off-guard, or even worse being perceived as being negligent in protecting your clients’ and employees’ private data.  If you are handling credit card information, a comprehensive IT security program is required by the Payment Card Industry Data Security Standards even for small businesses.  Designed for non-techie managing partners and firm administrators, attend this session to walk through the essential elements of a strong IT security program that is pragmatic and implementable by smaller firms.

 

Registration Options: 

 

Note: the following associations are also offering our Tax Automation and Workflow workshop as part of an all-day Tax Innovation & Cybersecurity Summit. The morning will be focused on tax automation and the afternoon will be the “How Non-Techies Can Craft a Cybersecurity Program” workshop. More information is available: 

Speaker: Donny Shimamoto, CPA, CGMA, CITP

Managing Director, IntrapriseTechKnowlogies LLC