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Self-Study CPE
KEEPING TAXPAYER DATA SECURE
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AI SERIES: AUDIT & COMPLIANCE
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LEVERAGING AI FOR DATA ANALYSIS & REPORTING
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AI & ACCOUNTING: WHAT YOU NEED TO KNOW
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INFORMATION SECURITY FOR CPAs
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Free cpe webinars
Securing Your Firm in a Cyber-Threat Landscape

SECURING YOUR FIRM IN A CYBER-THREAT LANDSCAPE

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Information Technology
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

As cyber threats become increasingly sophisticated, accounting firms are prime targets for data breaches and security incidents. This session will explore the current landscape of cyber threats and attack vectors affecting the accounting industry, highlighting the latest trends in data breaches. Participants will gain practical insights into strengthening their security posture, focusing on the responsible use of artificial intelligence and the importance of SOC 2 compliance. We will also provide guidance on evaluating the security of third-party software to protect client data effectively.

Join us to equip yourself with essential strategies to enhance your firm’s security and navigate the complexities of today’s cyber threat environment.

Learning Objectives:


  • Identify prevalent cyber threats and attack vectors specifically targeting accounting firms and the latest data breach trends

  • Determine practical steps to enhance security and the importance of an AI strategy and SOC 2 compliance

  • Evaluate third-party software security to protect client data and strengthen your firm's security posture

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Matthew Geary

Botkeeper
Senior Director
[email protected]
(774) 268-9182

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Matthew Geary is the Senior Director of Information Security & Information Technology at Botkeeper. Matt is responsible for the information technology, security operations, risk management, and compliance functions of the organization.

Matt holds several professional certifications, such as CISSP (“Certified Information Systems Security Professional”), CISA (“Certified Information Systems Auditor”), and CRISC (“Certified in Risk and Information Systems Controls”).

Matt started his career in 2004 as an IT technician for his family’s IT company, with clients in the architecture and construction industries. In 2007, he was the network administrator for the Florida Aquarium until 2013 when he ventured off to form his own company, GIT Solutions LLC, that performed contract work for Google evaluating websites and search engine optimizations, as well as other IT services for companies in industries such as law, real estate, and industrial manufacturing. From 2015 until joining Botkeeper in 2024, Matt worked for a company in the MedTech industry. With multiple sales segments such as hospitals, direct-to-consumer patient home delivery, and supplying the US Military, his biggest accomplishment was leading a team that securely developed patient-impacting software generating over $20M, leading multiple M&A integrations, and was part of the leadership team that drove over 900% revenue growth with market leading margins.

He is a board member of Tampa Bay’s Information Systems Security Association and an active member of the security community, hosting various cybersecurity events and forums.

Matt can usually be found kayaking in Pinellas County, Florida, where his family has lived since the 1880s.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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. 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.