Presented by Ross Patz, Director of Clark Schaefer Consulting
Time
4:30 p.m. Networking
5:00 p.m. Program
In today’s rapidly evolving financial landscape, cybersecurity has emerged as a strategic imperative—not just a technical concern. With escalating threats to sensitive data, client information, and digital assets, financial professionals face growing pressure to safeguard both their organizations and their personal digital environments. The stakes are high, and the risks are real.
This professional development session is designed to equip you with practical, actionable strategies to navigate the complexities of cybersecurity in both business and personal contexts. Whether you're advising clients, overseeing internal systems, or simply accessing financial platforms, every digital decision you make carries weight. From protecting confidential records to defending against phishing scams and data breaches, this session will help you build a stronger, more resilient approach to cyber safety.
Join us to gain the insights and tools needed to lead with confidence, protect what matters most, and become a proactive advocate for cybersecurity in your firm and beyond.
Learning Objectives: 1 CPE Credit Offered
1. A clear understanding of modern cyber threats—from phishing scams to ransomware attacks—and how they impact both organizations and individuals.
2. Best practices for protecting client data and financial records
3. Secure communication strategies for email, file sharing, and remote work
4. Personal cybersecurity tips to safeguard your devices, accounts, and identity
**Please note this event is not open to other CPA Firms.