Client Communication: Building Trust in Privacy & Data Security
schedule
1h 32m
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Mid-level
category
Corporate Tax
verified
25 credits available
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About This Course
This on-demand CLE program offers practical and actionable coverage of client communication: building trust in privacy & data security.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for corporate tax professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for corporate tax professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Presented By
LM
Lisa M. Garcia open_in_new
Counsel • Davis Polk & Wardwell LLP
Ms. Garcia advises financial institutions on regulatory matters and compliance with banking laws.
Credits & Accreditations
| Jurisdiction | Credit Type | Credits |
|---|---|---|
| Alaska | General | 1.5 |
| Arkansas | General | 3.5 |
| California | General | 3.5 |
| Colorado | General | 2.0 |
| Florida | General | 2.0 |
| Indiana | General | 3.0 |
| Kansas | Ethics | 1.0 |
| Kentucky | Ethics | 2.0 |
| Massachusetts | General | 3.5 |
| Michigan | Diversity | 3.0 |
| Mississippi | General | 1.5 |
| Montana | General | 2.5 |
| Nebraska | Diversity | 2.5 |
| New York | Ethics | 1.0 |
| North Dakota | General | 3.0 |
| Ohio | Ethics | 1.5 |
| Oregon | General | 3.5 |
| Puerto Rico | General | 3.0 |
| Rhode Island | General | 1.0 |
| Tennessee | General | 1.5 |
| Utah | Ethics | 2.5 |
| Vermont | General | 2.5 |
| Washington | General | 3.5 |
| West Virginia | General | 2.0 |
| Wyoming | General | 3.5 |