Managing Security Issues with a Remote Workforce while Continuing to Grow Your Practice

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Accountants are the “Trusted Professionals.” As trusted professionals, clients “expect” us to deploy best practices around privacy and security. Most importantly they count on us to protect their data that they entrust to us.

The recent pandemic forced change onto our profession. With that change came massive disruption to how we do business and collaborate with our clients. Protecting data does not and should not result in a massive disruption to our business model, but instead, should be viewed as an opportunity to get to better know our clients and help them by delivering new services that in the past were never associated with a CPA firm.

In this discussion, Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown, will share his perspective on what he witnessed during this period of change – the good and the bad, and he’ll share some of the best practices for security and privacy in our space around technology and innovative advisory offerings in this new world.

Attendees will:

Understand the nuances of protecting your workforce and securing client data
Gain an awareness of some of the unique technologies that are ready to take the accounting profession to the next level
Learn how to define leadership’s role in keeping team members safe, functional, relevant and perfectly positioned to grow the practice

…and more!

October 21st, 2021 at 11:00 am PDT, 2:00 pm EDT, 7:00 pm BST

Brought to you by:

Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown

Jim is a Partner, Member of the Board of Directors and Management Committee at WithumSmith+Brown, is Director of Firm Technology and Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics. In Jim’s role as Managing Director of Advisory Services, Jim heads-up the Firm’s SOC, cloud solutions, business advisory, BPO, cybersecurity, data analytics, info- security and transactional services initiatives for the firm.

Jim is also Global Advisory and Technology Leader for HLB International with his corporate office in London, UK. In this role Jim is responsible for helping and guiding over 300 HLB member firms around the globe in the areas of technology and expansion of advisor services.

He is Past President for the New Jersey Society of Certified Public Accountants and past Board and Council Member for the Association of International Certified Professional Accountants (AICPA).

Jim has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting profession and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.

Accountant Advocate