Seminar
Live Replay WebinarBasic level
Cybersecurity 2026 Defense for CPAs
★★★★★
4.8 · 6 attendee ratings
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.
Learning objectives
Upon completing this course, you should be able to:
- Differentiate between current Business Email Compromise (BEC) and sophisticated social engineering tactics.
- Analyze the lifecycle of modern ransomware to implement more effective firm-wide defenses.
- Evaluate the confidentiality risks associated with using unsanctioned AI tools in accounting.
- Apply Zero Trust principles to secure client data in a cloud-based environment.
- Detect how automated tools are currently being used to supercharge traditional cyberattacks.
- Discuss the relationship between privacy and security and the need for data governance in an organization.
Major topics
Defending Against Persistent Threats: BEC, Ransomware, and Social Engineering
Data Governance: Managing Unauthorized AI and Unsanctioned Software Usage
The Modern Perimeter: Identity Management and Multi-Factor Authentication
Professional Liability: Meeting the Rising Standards of Cybersecurity Due Diligence
Preventing data breaches in your organization
Who this is for
CPAs and financial professionals seeking a practical foundation in modern cybersecurity.
Prerequisites: None
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 2 — Information Technology
- Field of study
- Information Technology
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 1h 40m
- Last revised
- Thursday,
- Course number
- 24c00935
- Provider
- CPE Today
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m
$100
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Sep
10
Professional Security Strategies for Financial Pros
Seminar · Sep 8–11, 2026
· Online · this course runs Sep 10, 2026 · event offers up to 30 credits
$175/day
View event
Your instructor
Stephen Yoss
Speaker & Author · CPE Today · ★ 4.7 instructor rating
Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...
Full profile →Attendee feedback
4.8
6 attendee ratings
Attendee reviews
★★★★★
“Just wanted to say how much I enjoyed Steve's knowledge and manner. The course was very helpful and kept me very engaged. Appreciate all the tips and recommendations. Scheduling more classes soon! Eva”
★★★★★
“Steve has a solid understanding of data security which is great!”
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