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Self-Study Courses

Are You Ready? Effective Backup Plans

2 CPE Credits $38.00/credit hour
★ ★ ★ ★ ★ 5.0 (3 ratings)

In today’s digital landscape, data loss can be catastrophic – whether it’s your personal photos, critical business documents, or enterprise-level databases. Organizations and individuals face numerous threats including ransomware, hardware failures, natural disasters, and human error. The implementation of a robust backup strategy isn’t just an IT consideration – it’s a fundamental business requirement. Understanding the various backup methodologies, from local storage to cloud solutions, and knowing how to implement them effectively can mean the difference between quick recovery and devastating loss.

Don’t wait until disaster strikes to realize the importance of a comprehensive backup strategy. This course provides you with practical, actionable knowledge about modern backup solutions, from personal cloud storage to enterprise-level systems. You’ll learn how to evaluate and implement various backup technologies, create effective retention policies, and ensure your data remains secure and accessible when you need it most. Join us to develop the skills needed to protect your digital assets and ensure business continuity in an increasingly complex technological landscape.

Publication Date: June 2025

Designed For
Business owners, managers, and staff responsible for protecting their organization’s data.

Topics Covered

  • Backup Methodologies and Types
  • Cloud vs. On-Premises vs. Hybrid Solutions
  • Data Protection and Recovery Strategies
  • Retention Policies and Automation

Learning Objectives

  • Identify and compare different backup methodologies including on-premises, cloud-based, and hybrid solutions
  • State best practices for creating and implementing backup strategies for personal, small business, and enterprise environments
  • Describe various backup solutions including NAS devices, cloud services, and enterprise backup platforms
  • Describe comprehensive backup plans including retention policies, automation strategies, and disaster recovery procedures
  • Identify appropriate backup solutions based on specific use cases and organizational needs
  • Select and implement appropriate backup technologies, including hardware solutions and cloud services such as Office 365, SharePoint, and Google Drive

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Information Technology (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, 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.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.
$76.00 / 2 CPE
NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
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