ON-DEMAND WEBINAR

No Rulebook Yet:
Securing AI in Your Practice,
from Systems to People

Adopting AI isn’t optional for accounting firms anymore. So rather than contemplating whether you should use it or not, you should be asking how you can use AI safely in your practice.

While there’s no AI-specific rulebook yet, existing obligations already apply. Meeting them means treating AI governance as much a people problem as a systems problem.

Join Nick Sinclair (TOA Global) and Jamie Beresford (Practice Protect) as they share their expertise on securing your systems and building capable, well-trained teams.

Key Takeaways

Nick Sinclair

Founder, TOA Global and Ab2 Institute of Accounting

With 20+ years of experience, Nick has built an impressive career as an entrepreneur, coach, and former owner of an accounting and financial planning firm.

He founded TOA Global, Ab² Institute of Accounting, and Sinclair Media, collectively empowering more than 1,100 firms worldwide.

Fuelled by a passion for helping accounting leaders gain time and financial freedom, Nick is dedicated to guiding them in building firms they’re proud to lead.

Jamie Beresford

Chief Executive Officer, Practice Protect

As CEO of the world’s most widely used cyber security platform for accountants, Jamie brings decades of experience in IT, cyber security, and data security. Few are as experienced and knowledgeable about accounting-firm-specific security needs as he is.

Having spoken at conferences around the world, Jamie remains dedicated to teaching and training accountants on preventing external and internal cyber breaches while embracing the future of work.

Watch this on-demand webinar

NASBA CPE Credit Terms and Conditions

Offshoring 101: How It Works for Accounting Firms and Finance Teams

1. Learning Objectives

How offshoring works, and how it differs from outsourcing and freelancers
Which accounting and finance work to move first
What stays in-house: review, sign-off and relationships
What to look for in a provider: security, quality and total cost

2. Instructional Delivery Method

Group Internet Based

3. Recommended CPE Credit and Field of Study

Credits: 1.0 CPE
Field of Study: Business Management & Organization

4. Prerequisites

None

5. Program Level

Basic

6. Advanced Preparation

None

7. Program Description

This 60-minute webinar will help accounting firms understand how offshoring can support growth and efficiency. Attendees will learn how offshoring differs from outsourcing and freelancing, which accounting and finance tasks to transition first, what responsibilities to retain in-house, and how to evaluate providers based on security, quality, and total cost.

8. Course Registration and Attendance Requirements

Attendees must register online.
In order to be awarded full credit, participants must attend the entire program and engage in the required activities (e.g., respond to all 3 polls during the session).

9. Refund Policy / Cancellation Policy

This program is offered at no cost to attendees. As such, there are no fees and no refunds applicable. For questions or concerns, please contact our team at 1-888- 585-1740.

10. Complaint Resolution Policy

Complaints must be submitted in writing and will be handled in accordance with TOA Global’s internal policy. Contact the same number above for assistance.

11. Official NASBA Sponsor Statement

TOA Global Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: www.nasbaregistry.org.