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CPA Conversations

  • Protect Employee Benefit Plan Information from Cybercriminals

    Social Security numbers. Medical data. Financial information. The volume of personal information kept inside employee benefit plans is huge, and that is why these plans make such ripe targets for cybercriminals. It falls to employee benefit plan sponsors to make sure the bad guys are kept out. In a preview of “Cybersecurity for Benefit Plan Sponsors and Auditors,” her column from the summer 2019 Pennsylvania CPA Journal, JulieAnn C. Verrekia, director of quality control for Torrillo & Associates LLP in Glen Mills, discusses techniques hackers use to get employee benefit plan information, resources for plan sponsors looking to strengthen their security, and why auditors of employee benefit plans have to stand ready to ward off would-be infiltrators.
  • Fill in the “Missing Middle” for an Effective Business Succession Plan

    According to Paul Lally, lead partner of the business transition group for Wipfli LLP, the “missing middle” is the gap between the entrepreneurial vision that sparks a business’s formation and the long-term vision that ensures a company’s survival. In a preview of “Cross Over the Missing Middle to Secure Succession Plan,” his column in the summer 2019 Pennsylvania CPA Journal, Lally joins us to discuss the psychological reasons why business owners push off succession planning and why it would benefit them to think about it from the minute they open the doors.
Member Spotlight

Troy Fine, CPA, CITP, CISA – Author, Podcast Guest

Troy FineTroy Fine, CPA, CITP, CISA, is a manager, risk advisory services, with Schneider Downs & Co. Inc. in Pittsburgh. He discussed artificial intelligence and machine learning and their implications on the accounting profession in a recent CPA Conversations podcast episode. He also coauthored an article on the topic for the latest digital-only special edition of the Pennsylvania CPA Journal.  

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