Technology has transformed the accounting profession. We are no longer bound by cubicles, office walls or state lines. Modern accounting practices avail themselves to talent without physical limitations. However, we as a professional must be ever mindful of regulatory standards and the safeguarding of confidential client information given this new environment.

In this session, we begin with a discussion of accounting ethics and recent trends. We’ll then move into a larger discussion of ethical considerations for remote employees including:

  1. Federal and State regulatory standards for confidential information.
  2. Risk mitigation tips in the event of a data breach, and
  3. Best practices for employees when working at a remote location.
Learning Objectives
  • Explore which branch of ethics is closely aligned with regulatory guidance in organizations.
  • Identify prevailing global trends in business ethics.
  • Discover which regulatory standards apply to tax practitioners concerning confidential client records.
  • Identify which states have adopted privacy laws for business entities.
  • Recognize best practices in connection with remote workers.
Last updated/reviewed: August 23, 2023
6 Reviews (25 ratings)

Reviews

3
Anonymous Author
This course focuses a lot on tax practitioners and general security best practices. Only a small portion of the course focuses on remote workers. It is a fine overview of those topics.

5
Member's Profile
Good introduction and overview to the concept of remote work and what should be considered when implementing such a practice.

3
Anonymous Author
Bit if a basic intro to the subject - high level overview and some substance but other courses provide better detail

4
Anonymous Author
It was very informative and I thought the slides were great for preparing for the quiz and final exam

4
Anonymous Author
Good course and professionally presented. Well-organized flow on the various tsubtopics

5
Anonymous Author
I RECOMMEND THIS COURSE TO ALL CIA HOLDERS. A GOOD ETHICS COURSE.

Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  The Remote Office: Regulatory & Ethical Considerations1:12
  Overview14:14
  Confidential Client Information7:22
  Safeguarding Data25:12
  Federal and State Guidance14:26
  Terminated Employees11:00
  Data Breaches and Recovery Planning9:58
CONTINUOUS PLAY
  The Remote Office: Regulatory & Ethical Considerations1:23:23
SUPPORTING MATERIAL
  Slides: The Remote Office: Regulatory & Ethical ConsiderationsPDF
  The Remote Office: Regulatory & Ethical Considerations GlossaryPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam