Privacy & Security Considerations – Microsoft Office files, PDFs, Cyber- Security Tips for CPAs

Maintaining the security of your files, computer, mobile devices and network is an important responsibility of each computer user. This course will heighten your awareness with regard to: protecting your identity and company information online; reporting a security threat; identifying a physical or information security breach; identifying common information security threats; identifying information to protect; understanding current Federal information security laws; and maintaining security of PDFs and Microsoft Office files. The course format is lecture/demonstration with live demo.

Learning Objectives

  • Gain an in-depth understanding of information security principles
  • Get an overview of security safeguards
  • Discover how to work with confidential and legally-protected data
  • Put to practice safe browsing and file download
  • Know how to secure and safeguard Microsoft Office files and PDF files

Major Topics

  • Develop an understanding of preventive steps to take to avoid a security breach
  • Learn to identify forms of malware
  • Use common sense strategies when browsing to identify malicious links and other types of malicious information to avoid
  • Challenge yourself to follow mobile computing security guidelines
  • Learn to remove personal information or metadata from a file
  • Practice rules for using secure passwords and file encryption
  • Understand and compare file encryption solutions
  • Understand the appropriate use of security procedures to avoid exposure of sensitive information through normal business activity
  • Learn to protect PDF files from being edited or opened in Microsoft Word
  • Apply a Digital Signature to secure a PDF
  • Use security features in Excel, Word, PowerPoint, and Outlook

Who Should Attend

All computer users at all levels of an organization

Fields of Study

Information Technology


Familiarity with Microsoft Office


Business Learning Institute

CPE Credits




This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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