NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Data theft and intellectual property crime present growing risks for organizations and the professionals who advise them. As cybercriminals, insiders, and foreign actors become more sophisticated, accountants, tax professionals, and financial advisors are increasingly expected to recognize data vulnerabilities, understand threat vectors, and help clients respond effectively to breaches and identity theft events. This online course delivers a practical, real-world overview of how sensitive data and intellectual property are targeted, stolen, and exploited along with actionable strategies to reduce exposure and risk.
Led by Susan Harper, Certified Fraud Examiner and retired IRS Internal Revenue Agent, this course examines common sources of intelligence, high-value targets, and the methods criminals use to steal information—including social engineering, insider threats, corporate espionage, and system vulnerabilities. Participants also explore preventative controls such as access management, encryption, surveillance awareness, and organizational safeguards, as well as response procedures for identity theft incidents. Designed to heighten awareness and improve risk mitigation, this webinar equips professionals to proactively protect themselves, their firms, and their clients in today’s data-driven environment.