Critical Tips for Avoiding Identity Theft & Data Breaches – Live Webinar Sept 17, 2024
In today’s digital age, financial professionals are at the forefront of a relentless battle against identity theft and data breaches.

With cybercriminals constantly evolving their tactics, staying one step ahead is no longer just an option—it’s a necessity. This course offers a deep dive into the mechanisms of digital threats, equipping attendees with the vital knowledge and strategies required to safeguard their clients’ sensitive information. Participants will gain insights into the latest attack profiles and breach methods, learning not just how to react, but how to proactively protect against potential security compromises.

Understanding that prevention is only half the battle, the course also provides a comprehensive guide on recovery from identity theft and data breaches. Attendees will leave with actionable recommendations for enhancing security measures and an informed perspective on the nuances of digital defense. This is an opportunity for financial experts to fortify their defenses against the ever-present danger of cyber threats. Don’t miss the chance to enhance your expertise—secure your spot now and empower yourself with the tools to maintain the integrity and trust that is the foundation of your profession. 



  • Strategies for Fortifying Digital Security
  • Recovery Tactics Post-Data Breach
  • Proactive Measures Against Cyber Threats
  • Enhancing Client Data Protection Practices



  • Identify common tactics used by cybercriminals to execute identity theft and data breaches.
  • Explain the impact and risks associated with various types of data breaches on financial entities.
  • Apply best practices and strategies to prevent identity theft and secure sensitive client information.
  • Analyze real-world scenarios to enhance critical thinking on digital security measures and breach responses.
  • Develop a robust recovery plan to effectively manage and mitigate the aftermath of a data breach or identity theft incident.



You will require an Internet connection. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.



Financial professionals eager to safeguard their clients’ data should attend this course.



Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation. 

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.



Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.



  • 12 months to review the webinar recording
  • Print version of the presentation slides
  • PD Certificate for 2 hours 



This webinar is being presented by: Stephen M. Yoss 

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.