TechBytes: Protecting Customer Information - FTC Safeguards and Cybersecurity Training for Your Entire Team IN PERSON

Overview

A security program cannot succeed if employees do not understand what information must be protected, how common attacks work, and what to do when something goes wrong. 

This practical training session explains the FTC Safeguards Rule in plain language and helps employees understand their individual responsibilities for protecting customer information. 

Using realistic CPA firm and dealership scenarios, attendees will learn how to recognize sensitive customer information, handle it safely, use passwords and multi-factor authentication correctly, recognize phishing and social-engineering attempts, avoid unsafe data sharing, work securely from remote locations, protect company devices, and report suspicious activity or security incidents promptly. 

The session will also address practical situations such as requests to change banking or payment information, unexpected document-sharing invitations, misuse of personal email or consumer cloud storage services, lost devices, suspicious sign-in prompts, and handling sensitive documents in offices and common areas.

Highlights

Recognizing sensitive customer information and handling it safely. Using passwords and multi-factor authentication correctly, Recognizing phishing and social-engineering attempts. Avoiding unsafe data sharing. Working securely from remote locations. Protecting company devices.

Prerequisites

None.

Designed For

Anyone who works for or supports a CPA firm or auto dealership.

Objectives

Understand what information must be protected, how common attacks work, and what to do when something goes wrong.

Preparation

None.