CPAacademy.org | WRITING YOUR DATA SECURITY PLAN

Doris Towns (Mrs.)

"Cyber security is overwhelming! I am closer to retirement than I am to starting out and will be one of the first to state that paper was easier to secure. Still, I need to find a way to secure this firm and I am finding that both frustrating and a challenge I don't know that I have the energy to step into. Robin was encouraging and the checklist she provided were helpful."

Donna Anderson (Bode Tax & Accounting)

"Best Webinar - got me out of my tax returns and into my insurance carrier to begin work on the pro liability. Thank you I also identified a retired police chief to help us get compliant. He'll be our security person and will revise our Policy & Procedures manual."

John Merritt (SYHIO NETWORK)

"A great guideline for preparing a business prevention and monitoring plan. Presenter had a very organized and well thought out reference for all aspects of a security enhancement in house reference."

Jay Bornstein (jay bornstein cpa)

"Very important information for all tax preparers. Data security it real - the costs of a breach when you are non-compliant are significant. I learned a great deal in this session - scary stuff!"

Ruth Janis (Berman and Sons, Ltd.)

"This webinar was extremely informative, first addressing rules and regulations and moving on to the "how-to". There was also a link provided to obtain a helpful checklist."

Natalie Fernandez (Luxor Tax Group)

"This course is one everyone should take to become familiar with what needs to be implemented to safeguard their clients as well as themselves and their practice."

Charles Wasserott (Wasserott Tax Services)

"Robin was thorough and informative. Very knowledgeable. It was clear that she is an experienced profession relating to this subject matter. Highly recommend."

Douglas Washburn (Dougs Tax Service)

"A SUPER SUPER CLASS. Probably one of the best this year. Very informative and down to the common person level not just for corporate people."

Jeffrey Greenberg (Jeff forTaxRelief)

"This webinar was extremely thoughtful and well organized. The presenter spoke very clearly and the pacing was excellent."

shigeyo kikuchi (UStaxmatters, LLC)

"Great presentation style with deep knowledge and good information resources to dig more. Thank you so much!"

Thomas Thomsen (Thomas R Thomsen, CPA, PC)

"Robin provided a nice guideline to comply with FTC and IRS rules relating to a data security plan."

Rose Ann Pedaci (R A P Consultants)

"Great webinar. Very useful information, presented in clear, concise format. Thank you!!!!!!!!!"

Joseph DeMeo (jmd)

"I found this to very thought provoking. I feel I now know what to ask a lot better then before."

Linda Wright (Linda T. Wright)

"I really hope I can access the link - it is not working, currently. Great webinar! Thank you."

Monique Nicole Desir, EA (M N Tax Resolution Svcs)

"Excellent presentation! Very informative... Thank you for sharing your knowledge and time."

Chereese Moore (DC Taxes, INC)

"Very informative. Made me realize my Data Security Plan wasnt up to par. Thank you"

frank worrell (Financial Investigations Group, LLC)

"Robin Burk did an outstanding job as a master of data security planning."

ERIKA GLASSCOE (HIKARI TAX & ACCOUNTING LLC)

"This was a great webinar. Thank you for sharing all of your knowledge."

David Anderson (HCI - EBS, Inc.)

"Most informative and valuable webinar I have attended in a long time."

Sally J Dixon (The Balancing Act Inc)

"Excellent information. Now I know more about how to write my plan!!"

Carla Perry (Kingdom Accounting Services)

"Very informative webinar. Able to understand the material presented."

Deborah Sawyer (Your Tax Girl)

"I really enjoyed this class. This is something we need every year."

Barbara Jicha (Barbara L. Jicha CPA)

"Valuable information that every tax preparer should be aware of!"

Stanley Lebahn (Easy Tax Solutions)

"Extremely helpful. I would highly recommend this speaker!"

Alex Dowler (Universal Leaf Tobacco Company, Inc.)

"Well established plans for safeguarding data secruity"

Subhajit Shome (SGPL)

"Very nice concise presentation but hardly any Q n A"

Deborah Smith (Beyond Tax Prep)

"Valuable information- A must attend event !!!"

Desiree Wilhoite (Grant Thornton LLP)

"The instructor was very knowledgeable."

Geraldine Stoneking (geraldine stoneking)

"Very good information and very helpful"

JOHN KULLANDER (JOHN R KULLANDER, EA)

"Very helpful and timely. Thank you/"

Jamesina McLeod (Jami McLeod, CPA)

"Absolutely fantastic information."

Rick Fleissner (Amerisure)

"Love the format and the checklist"

Laurie Brown (Charlotte County Sheriffs Office)

"Good information, thank you!"

Jonathan Sheard (Sheard, LLC)

"I don't provide testimonials"

Nora Wise (Nora Wise, REALTOR $ CPA)

"Well presented and helpful!"

Sue Robinson-Henderson (Sue's Accounting Services)

"A lot of good information."

Alicia Winstead (Think Big Solutions)

"Very informative webinar."

Peter Liberko (Walsh Development.)

"Thanks Robin, great job!"

ragai elmasry (ragai elmasry,cpa)

"excellent presentation."

Tanya Grigorova (Liquidity Partners)

"very good presentation"

Christopher, IL

"Great webinar! The presenter covered just the right amount of detail, and gave me exactly what I need to get started with a Data Security plan for my firm. The topic at first felt overwhelming, but she broke it down well into smaller topics that I now feel I can take action on."

Eva, CO

"very interesting I loved when she confirmed that cloud storage is NOT secure. Everybody is PUSHING to work in the cloud and shame you if are not conforming: "We are the cloud generation". I am NOT. period"

Carol, MD

"I am a non-technical senior employee who benefitted from the webinar enough to discuss the significant issues with our very technical experts."

Kathleen, IL

"This was so helpful. Better than many paid seminars I attend. I would like to attend a lot more of these about technology and security."

Eric, GA

"I found the course to be relevant and interesting, instructor was very knowledgeable. Thanks again for another great course."

Clifford, NC

"Very helpful and informative. Offerred real world suggestions for compliance in sole practitioner space."

Clayton, ME

"Excellent presentation. Presented a clear plan for meeting the Data Security Plan requirements."

Brenda, CO

"Very informative webinar. Data Security Plan template included."

Tracy, CO

"Very informative and a wonderful presenter, I learned a lot!"

Daniel, NJ

"The course was a good introduction into what I have to do."

F. Laurence, GA

"Excellent webinar. It exceeded my expectations."

Christina, FL

"I found the webinar very informative."

Carolyn, WI

"Very straight-forward and informative"

Deborah, NC

"One of the best webinars I've taken!"

Dean, CA

"Speaker spoke clearly and slowly."

Carlene Celeste, GA

"Just that, I was very PLEASED."

Hiromi-anne, GA

"Fantastic info, thank you!!"

Jim, MO

"Excellent and practical"

Steven, NY

"well done presentation"

Ronald Bertino (Heffler Claims Group)

"I will be sharing this information with our IT group to see if they are current on all issues."

tracy lambert (ca franchise tax board)

"Great and useful information from an expert!"

WRITING YOUR DATA SECURITY PLAN

Robin Burk

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