It’s often not a matter of if fraud will occur, but when it will occur. Small businesses are prime targets for criminals looking to steal money because they typically have more credit than an individual and fewer processes and protections in place that a large corporation would have.
Breaches and other fraud crimes are on the rise and Business Identity Theft is a real issue facing small business owners. More and more, criminals are getting a hold of business information (via the Dark Web or other means), and are impersonating a business officer to take out loans, file fake tax returns and much more. These kinds of crimes leave the business owner responsible for clearing the mess, often suffering financial and reputational loss in the process.
This course will educate the small business owner about breaches and fraud; how they occur and implications if they happen to you, as well as common fraud schemes today and how to better protect your business.
Learning Objectives:
EZShield, Inc.
Director, Client Services
[email protected]
(888) 439-7443
Tara Bolt brings more than 13 years of account management and fraud prevention experience to EZShield. As a hands-on promoter of customer experience, she launches new initiatives and programs to help prevent and resolve fraud and leads the integration of those solutions with EZShield’s partners, including Intuit. Tara has trained over 10,000 representatives on identity protection services.
The Designated Motivator
CEO
[email protected]
(860) 234-2059
Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.
Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.
Intuit
Intuit Product Development
[email protected]
(650) 944-4147
After learning how fraud can be devastating to a small business, Jamie began to research, develop and ultimately bring to market Detect & Defend, from Intuit, the makers of QuickBooks. Jamie now helps educate small business owners about fraud and popular scams, so they can be as knowledgeable as possible in order to keep their business out of harm’s way. Jamie brings her passion for helping businesses grow and her 20 years of strategy and product development experience to her role as small business champion.