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8.0 Credits

This virtual conference will be held during two consecutive 4-hour days (8:30 am - 12:30 pm) on November 11 and 12.

Please note that when you register for this conference you are automatically registering for both days.

CPA firms and accounting departments are being specifically targeted and are under attack. Find out what you can do today to keep your data safe. This CTCPA conference, sponsored by the Technology Committee, is designed for CPAs. With cyber crime on the rise, you can't afford to miss this informative program.

Designed For

All CPAs and accounting professionals


Please select the appropriate session or option below to continue with your online purchase.

Wednesday, November 11, 2020 (8:30 am - 12:30 pm)

General Sessions

Presented by: Conor Phoenix - Supervisory Special Agent, FBI, New Haven Division, Cyber Squad (CY-1)


More details coming soon

Presented by: Thomas J. DeMayo - CISSP, CISA, CIPP/US, CRISC, CEH, CHFI, CCFE
Principal, Cybersecurity and Privacy Advisory at PKF O'Connor Davies, LLP

This session will explore the cyber security challenges presented by COVID-19 and discuss practical considerations for businesses to adapt their cybersecurity strategies.

Presented by: William J. Roberts, FIP, CIPP/US, CIPM - Partner at Shipman & Goodwin LLP


CPAs are entrusted with some of their clients’ most sensitive personal information, the loss of which could result in significant harm to both the CPA’s practice and its clients. This session will address a CPA’s obligation to safeguard client data, examine the data privacy threats CPA practices face, and impart best practices for managing and minimizing legal risk.

Presented by: John A. Tillistrand, CPCU - Vice President, Commercial Lines & Risk Management, Sinclair Risk & Financial Management


Risk management and insurance strategies to help businesses protect themselves by preventing and responding to cyber-attacks.

Presented by: Speaker: Bob DeLisa - Founder & CEO, Cooperative Systems


Speaker: Scott Spatz - President, Cooperative Systems


Speaker: Dave Fluckiger - Account Manager, Cooperative Systems


Speaker: Jessica Dean - Sales & Marketing Coordinator, Cooperative Systems


Speaker: Jessica Middleton - Accounting Administrator, Cooperative Systems


Security technology specialists from Windsor-based Cooperative Systems demonstrate an online attack, guiding attendees through creating an incident response plan and ways to protect against rapidly evolving security threats.

Thursday, November 12, 2020 (8:30 am - 12:30 pm)

General Sessions

Presented by: Matt Fitzsimmons, CIPP/US - Special Counsel, Connecticut Office of the Attorney General


This session will cover:
(1) the privacy dept of the CT AGO; 
(2) CT laws and emerging trends in other state and federal laws; 
(3) recent settlements and what companies can learn from them;
(4) developing issues and areas of interest (such as ransomware, credential stuffing, health information and wearables/mobile apps).

Presented by: Donny C. Shimamoto, CPA.CITP, CGMA - Founder and Managing Director of Intraprise TechKnowlogies


Confused by all of the techno-mumbo jumbo around cybersecurity technologies? Let us help demystify it for you. Attend this session designed specifically for non-techies to be talked through the major cybersecurity risk areas (malware protection, device management, email protection, backup, secure document exchange, e-Signatures, etc.) and the types of options of solutions in each area that helps mitigate your risks. You’ll leave this session with a better sense of your residual cybersecurity risks, and potential option to talk to your IT person about to help mitigate those risks.
Learning objectives:
• Distinguish the different cybersecurity risk areas
• Distinguish cybersecurity technology options to mitigate risks
• Determine your residual risk in each cybersecurity risk area

Presented by: Jeff Cappa - Cybersecurity Analyst, IT Security & Assurance Services at Whittlesey Technology


Christopher Wisneski - Manager, IT Security & Assurance Services at Whittlesey Technology


Security Awareness is the key component to any organizations’ safety and security, no matter how big or small that organization is. This brief session will discuss a comprehensive approach to security awareness training that includes all facets of security and is guaranteed to help strengthen your employees understanding of cybersecurity protection and keep your company safer than ever before.

Presented by: David Modzelewski - Director at Whittlesey Technology



Christopher Wisneski - Manager, IT Security & Assurance Services at Whittlesey Technology


Remote meetings and collaboration via Zoom, Teams, Meet, etc. has quickly become the norm and is likely here to stay. This brief session discusses some of the risks associated with those platforms and reasonable mitigation strategies you can take to protect yourself.

Presented by: Various speakers from the conference

Finish the day with an open Q and A forum with our panel of experts and cyber professionals that taught each of the sessions.


I will download the eMaterials electronic course manual.

Your registration fee includes an electronic copy of the course manual.  Your eMaterials will be available for download in the “My CPE” area of the website one week before the program date. Please note: program cancellations will not be allowed once you have downloaded your eMaterials from the website. 

Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

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Instructions for accessing the livestream and course materials will be sent one week before the program date.