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Fraudontherise intuit

FRAUD IS ON THE RISE & SMALL BUSINESSES ARE BIG TARGETS. ARE YOU PREPARED?

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 10, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It’s often not a matter of if fraud will occur, but when it will occur.  Small businesses are prime targets for criminals looking to steal money because they typically have more credit than an individual and fewer processes and protections in place that a large corporation would have.
 
Breaches and other fraud crimes are on the rise and Business Identity Theft is a real issue facing small business owners. More and more, criminals are getting a hold of business information (via the Dark Web or other means), and are impersonating a business officer to take out loans, file fake tax returns and much more.    These kinds of crimes leave the business owner responsible for clearing the mess, often suffering financial and reputational loss in the process. 
 
This course will educate the small business owner about breaches and fraud; how they occur and implications if they happen to you, as well as common fraud schemes today and how to better protect your business. 
 
Learning Objectives:


  • Learn why accountants and other small business owners are at increased risk for fraud.

  • Learn how a breach can impact your business, both legally, financially, and reputationally.

  • Receive tips for responding to a breach event

  • Learn about common fraud schemes targeting accounting firms and other small businesses and how to protect against them.

  • View a demo of Detect & Defend, a new product from Intuit, that can help detect fraud or theft early, and resolve it for you, if it does occur.


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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Tara Bolt

EZShield, Inc.
Director, Client Services
tbolt@ezshield.com
(888) 439-7443

Ezshield

Tara Bolt brings more than 13 years of account management and fraud prevention experience to EZShield. As a hands-on promoter of customer experience, she launches new initiatives and programs to help prevent and resolve fraud and leads the integration of those solutions with EZShield’s partners, including Intuit. Tara has trained over 10,000 representatives on identity protection services.
 

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Teambrolin

Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.


For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.


Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”


As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.


Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.


Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.


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Jamie Herbstman

Intuit
Intuit Product Development
jamie_herbstman@intuit.com
(650) 944-4147

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After learning how fraud can be devastating to a small business, Jamie began to research, develop and  ultimately bring to market Detect & Defend, from Intuit, the makers of QuickBooks. Jamie now helps educate small business owners about fraud and popular scams, so they can be as knowledgeable as possible in order to keep their business out of harm’s way.  Jamie brings her passion for helping businesses grow and her 20 years of strategy and product development experience to her role as small business champion.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.