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Future Forward Virtual Conference - Staffing & Security


Join The Insightful Accountant for this free virtual event.

I will be hosting two sessions.

Security for QuickBooks 2023 and Beyond

  • Oct 4, 2022 3:00 - 4:00 EDT

If your practice is based on QuickBooks for your accounting software, you must ensure that all potential cybersecurity gaps are covered, especially if you are integrating other solutions, having multiple team members on the platform, and sharing information with clients. We will cover the most current security considerations and best practices for the coming year and beyond.


Streamline & Secure - Practical Security Lessons

  • Oct 5, 2022 12:00 - 1:00 EDT

The “Cloud” is a fantastic place to run your business.

  • You have the freedom to work from anywhere (everywhere), anytime from any internet-connected device.

  • You can collaborate in real-time or asynchronously with people as all your data is available to everyone seamlessly.

  • You are not tying up resources - storage or financial - in servers and IT protocols tied to location based devices and data.

But running a cloud-based business is not without its perils. You need to mitigate them mightily and in this session, we will learn about practical, simple-to-implement protocols to streamline & secure your cloud-based systems. 

We will also demonstrate how to craft a “Security Policies Document” to make sure that everyone in your business understands your policies and how to action them.

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September 21

CPB Ignite

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November 8

Insightful Accountant: Why Not Adopting New Technology Can Hurt Your Firm