Sheriff Consulting

Course Description

Misunderstandings about who can access client information often lead to privacy breaches. In this ten-minute nano learning course, we'll examine a case where a CPA seeks access to a client's tax return to help with a similar case, exploring why common assumptions about information access can violate privacy requirements. Through this practical scenario, you'll learn when and how client information can be properly accessed within your firm, ensuring compliance with both privacy and confidentiality obligations while maintaining efficient professional practice.

Learning Objectives

After completion of this course, participants will be able to: 

1.    Identify privacy obligations to one’s stakeholders

Instructors

Jenelle Ambrose is a legal and compliance leader with expertise in anticipating, understanding, and managing risk. She has had progressive experience in private practice and in-house in such diverse areas as privacy, regulatory compliance, risk management, and policy matters. In particular, she has been responsible for managing the privacy compliance functions for the organizations she’s worked with.

She obtained her J.D. from Dalhousie Schulich School of Law and was called to the Ontario Bar in 2012 and admitted to the New York Bar in 2015. Before joining Grant Thornton LLP, Jenelle practiced for five years in the financial services and risk management groups at a Bay Street law firm.

Garth Sheriff, CPA, CA, CPA (Illinois), CIA, CGMA, MAcc, is the founder of Sheriff Consulting. Sheriff Consulting provides continuing professional experience (CPE) courses in leadership, communication, and assurance. Garth has worked as an assurance professional and learning provider for over 20 years. Garth has also acted in various stage and film productions. He is a graduate in improvisation from The Second City and a member of ACTRA (the Alliance of Canadian Cinema, Television and Radio Artists).

NASBA Program Information

Course Title: Nano Course: Privacy Obligations in CPA Practice

Estimated Total CPD: .20 CPE

Field(s) of Study: Regulatory Ethics

Delivery Method: On-Demand

Program Level: Basic

Prerequisites/Advanced Preparation: None

Enrollment Period/Expiration Date: One year from date of purchase

Date of Last Program Review/Update: January 13, 2025

Refund Policy/Complaint Resolution Policy: Our policies can be found in our FAQ

Sheriff Consulting 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.