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As a tax professional, safeguarding client data and privacy is crucial. Join Pete Lindstrom, Systems Security Manager at Drake Software, in this webinar as he explains the fundamental obligations and policies governing consumer privacy and their application to tax professionals. Gain key insights and tips for implementing best practices to ensure data safety in your firm.
Learning Objectives:
- Define the fundamental obligations and policies governing consumer privacy
- Label the personal data governed by privacy laws and understand how to store it securely
- Identify special situations in handling client data and best practices for ensuring data safety in a tax professional's firm
- List key tips for implementing best practices to safeguard client data and privacy
Pete Lindstrom
Drake Software
Systems Security Manager
pete.lindstrom@drakesoftware.com
(563) 344-9613
Pete Lindstrom is a cyber strategist, innovator, and economist with Drake Software. He has extensive expertise in cybersecurity but is best known as an authority on strategic cybersecurity topics such as metrics, estimating risk, and measuring the benefit of security programs. He focuses on applying these core economic and risk management principles to new cybersecurity architectures and platforms.
Pete has over 25 years of industry experience as an IT auditor (PwC), IT security practitioner (Wyeth), and industry analyst (IDC). Pete served as an officer in the U.S. Marine Corps and received a bachelor’s degree in business administration (Finance) from the University of Notre Dame.
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