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Cybersecurity 2026 Defense for CPAs

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Online, OK 00000

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2.00 Credits

Member Price $105

Non-Member Price $135

Overview

In the modern financial landscape, the security of a CPA’s practice is defined by the strength of their identity management and the resilience of their workflows. In 2026, the distinction between office and remote work has faded, as the cloud serves as our universal workspace. However, this borderless environment has increased the success of persistent threats like Business Email Compromise (BEC), ransomware, and sophisticated social engineering. This course provides a comprehensive update on these fundamental risks, examining how traditional attacks have become more frequent and harder to detect through automation.

We will analyze the intersection of established security principles and emerging technological challenges. This includes managing the confidentiality risks posed by staff using unauthorized AI tools for client work and understanding why the professional “minimum standard” for cybersecurity has reached a record high. Participants will explore practical frameworks for implementing Zero Trust security and strengthening authentication protocols. By focusing on the most likely threats and the most effective defenses, this session provides a clear roadmap for protecting client trust and maintaining professional liability standards in an increasingly automated world.

Highlights

Navigating Windows 11 Security Features for CPAs, Counteracting Ransomware and Phishing in Finance, Counteracting Ransomware and Phishing in Finance, Crafting Cybersecurity Policies for Regulatory Compliance

Prerequisites

None

Designed For

Ideal for CPAs seeking cutting-edge cybersecurity defense tactics.

Objectives

Identify key cybersecurity threats and vulnerabilities expected to impact CPAs in 2024., Analyze the security enhancements of Windows 11 and their application in financial sectors., Develop strategies to prevent and respond to ransomware and phishing attacks effectively., Evaluate the role of regulatory compliance in enhancing cybersecurity measures for CPAs., Evaluate the role of regulatory compliance in enhancing cybersecurity measures for CPAs., Implement robust cybersecurity protocols to safeguard sensitive financial data from unauthorized access.

Preparation

None

Leader(s):

Leader Bios

Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises

Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.

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Non-Member Price $135

Member Price $105