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  • Products
    • Commercial Crime Insurance
    • Cyber Insurance
    • Directors and Officers (D&O) Insurance
    • Employment Practices Liability
    • Fiduciary Insurance
    • Professional Liability
    • Property Insurance
  • Solutions
    • Accountants & CPAs
    • Bookkeepers
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    • Lawyers
  • Learning Center
    • Industry Articles
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  • About Us
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Episodes

Episode 22

Balancing Convenience and Privacy in Risk Management

Episode 21

Navigating Changes in the CPA Profession

Episode 20

Understanding Fraud Detection In Accounting

Episode 19

OH NO! A claim!

Episode 18

Connection and Community can lead to Collaboration!

Episode 17

What So Funny About Cyber Liability Exposure? NOTHING!

Episode 16

Your Client is Suing You! Now What??

Episode 15

Mitigating Risk and Compliance Around State Information Security Laws

Episode 14

What Tools are in Your CPA Risk Management Toolbox?

Episode 13

Be a Hero To Your Clients!

Episode 12

Engagement Letter Creep and Managing Expectations

Episode 11

Accounting Firm Partnerships with Investment Advisors Create Revenue and Value While Mitigating Risk.

Episode 10

Don’t Let Your Email Be the Smoking Gun!

Episode 9

A Conversation with Accounting Today’s Editor-in-Chief, Dan Hood

Episode 8

Corporate Transparency Act Services Performed by Accounting firms; Boon or Bust?

Episode 7

The Intersection of Marketing and Risk for Accounting Firms

Episode 6

The Risk Environment for Accountants When Performing Sales Tax Services 

Episode 5

The Claims Process From Notification to Closure

Episode 4

A Well Written Engagement Letter Can Be Your Friend

Episode 3

The Risk Environment for Accountants When Performing Client Advisory Services

Episode 2

Risk Management Tips Concerning the 174 Tax Code and Employee Retention Credits

Episode 1

Benefits of Early Reporting with Anthony Carolei

Episode: 22

  • November 20, 2025

Balancing Convenience and Privacy in Risk Management

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In this episode of RiskyRecords, Stephen sits down with Paul Perry of Warren Averett to explore the delicate balance between convenience and privacy in personal information — and how choosing the easy route can often open the door to different information security exposures. Paul shares his insights on situational awareness, the importance of verifying controls, and how remote work has reshaped the cybersecurity landscape. With cyber liability claims on the rise, he emphasizes the need for continuous education and honest risk management at every level of an organization.

Paul spins Thick As a Brick by Jethro Tull — sharing about how his dad introduced him to that record and how music can bring people together without prejudice.

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