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Firm Management

Webinar: Guide to Data Security, Compliance, & Outsourcing for Accounting Firms

This webinar provides an update on how and why accounting firms are being targeted, a simplified breakdown of the specific IT regulations enforced by FTC, and delivers guidance on the IT solutions available.

This webinar was held on Wednesday, September 27, 2023
Sponsor: Cetrom
Duration: 1 Hour

Over the past year, we have seen an alarming increase in more sophisticated cyber threats targeting accounting firms of all sizes. Threat actors are using sophisticated forms of social engineering and AI, wire fraud transfers, and more to exploit CPA Firms through cyber extortion. Additionally, industry regulations have been enforced for tax preparers with additional data safeguard rules and penalties.

What does it all mean?

During this webinar, we will provide an update on how and why accounting firms are being targeted, a simplified breakdown of the specific IT regulations enforced by FTC, and deliver guidance on the IT solutions available to help build a stronger security plan to help maintain your hybrid workforce compliance for both your local and cloud networks.


  • Cyber Landscape Update: Why are CPA Firms Being Targeted?
  • How to Manage Data Security & Compliance
  • Tips for Securing your Hybrid Workforce
  • Benefits of an Outsourced IT Solution
  • Questions you should be asking your IT provider

Program level: Basic (no prerequisites required).
Field of Study: 
Information Technology

Presented by

Christopher Stark is the President and CEO of Cetrom, an industry-leading provider of customizable and secure cloud hosting solutions for CPA Firms. With over 30 years of experience in all facets of the IT industry and holding some of the industry’s most prestigious technical certifications, Chris has a proven record of success cultivating and improving the technology experience for CPA Firms.

Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor (, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, Isaac was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Cetrom LogoRGB

Cetrom is rated the Top Hosting Provider of Custom Cloud Hosting Solutions for CPA Firms backed by advanced technology solutions and senior-level engineers who consistently achieve five-star customer satisfaction ratings. Primarily serving the accounting industry since 2001, Cetrom creates custom IT solutions to meet specific user, mobile, security, and application needs for CPA firms. A Microsoft Partner with multiple Gold Competencies, Cetrom maintains SOC 2 Type ll compliant data centers across the United States. Cetrom has consistently achieved a 5-star rating for its services and support by CPA Practice Advisor and has been rated the Top Hosting Provider for CPA Firms by K2 Enterprises since 2015.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies please contact Isaac O’Bannon at