Information Technology

Be prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear, finance-focused incident response checklist to help limit damage, meet reporting obligations, and support an effective recovery.

Protect your organization from costly business email compromise (BEC) fraud by strengthening vendor payment controls. This course highlights common risk points, red flags, and practical control measures to prevent fraudulent payment requests and safeguard financial operations.

Learn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy, confidentiality, and judgment. You'll leave with actionable ideas you can apply immediately and responsibly in your role.

Ensure sensitive files are shared securely while meeting retention and compliance obligations with confidence. This course covers best practices for secure file sharing, access controls, and retention policies to reduce risk and protect organizational data.

Learn how to use AI to summarize technical and professional guidance clearly while ensuring accuracy and reliability. This clinic focuses on adding verification steps so AI-generated summaries can be confidently reviewed and validated before use. You'll gain practical techniques to save time without risking misinterpretation or errors.

Be prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear, finance-focused incident response checklist to help limit damage, meet reporting obligations, and support an effective recovery.

Quickly assess how client data is collected, stored, shared, and protected across your organization. This course provides a practical, checklist-based audit to identify gaps, reduce risk, and strengthen data handling practices without overcomplicating the process.

Ensure sensitive files are shared securely while meeting retention and compliance obligations with confidence. This course covers best practices for secure file sharing, access controls, and retention policies to reduce risk and protect organizational data.

Create a clear, practical roadmap for implementing multi-factor authentication and password managers across your organization. This course outlines best practices, common adoption challenges, and rollout strategies to strengthen security while minimizing user resistance.

Learn how firms are using AI in practical, policy-aligned ways that support efficiency without increasing risk. This clinic highlights real-world use cases that respect confidentiality, professional standards, and firm governance. You'll leave with clear examples your organization can adapt confidently and responsibly.