Rochester, N.Y., January 13th, 2009
Understanding New York State Law Regarding Internet Exchange of Financial Documents and Social Security Numbers - a Joint Event with the NYSSCPA.
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How well do you understand the New York State Social Security Number Protection Law?
NYS Legislation prohibits sending financial information through email, specifically social security numbers. Our program will help you understand how this new legislation effects the way you communicate with your clients. Course includes; 1 hour of CE for CFPs and 1 hour of CPE (Specialized Knowledge) for CPAs
An introduction to laws enacted by New York State addressing the transfer of financial information and social security numbers.
- What is secure information?
- Risk management and quality control.
Making an informed decision regarding technology for your firm.
- What does 'secure' mean in technology terms?
- What to look for in a solution.
- Ensuring new technology will work with your current process and system.
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