Reduce employee-driven security risk with a process your firm can actually maintain.
A practical awareness and phishing resilience program for professional firms that rely on email, client trust, and sensitive information every day.
What the program is
The Human Risk Program helps firms understand how employees respond to realistic email-based threats and where better habits are needed. It combines practical training, controlled phishing assessments, leadership reporting, and a repeatable improvement process.
Built for firms where trust matters.
This program is designed for professional firms that handle sensitive client information and depend on email to keep business moving. It is especially relevant for CPA firms, bookkeeping practices, consulting firms, and service-based businesses that need better security awareness without creating a major operational burden.
What is included
- Baseline phishing risk assessment
- Practical security awareness training
- Periodic phishing resilience assessments
- Leadership reporting and risk summaries
- Recommendations for next steps
How the process works
Baseline
Conasence begins by measuring how employees respond to a controlled phishing scenario. The goal is to understand current exposure, not embarrass staff.
Train
Employees receive clear training focused on realistic email threats, credential theft, document requests, payment changes, and common social engineering patterns.
Assess
Follow-up assessments help show whether behavior is improving and whether certain patterns continue to create risk.
Report
Leadership receives plain-language reporting that explains what happened, what it means, and where attention should go next.
Improve
The program adjusts over time based on results, employee behavior, and the firm's operational needs.
What leadership receives
Leadership should not have to interpret raw security activity alone. Conasence provides clear reporting that connects employee behavior to practical business risk.
Where this program fits
The Human Risk Program is not a guarantee of compliance, breach prevention, or full cybersecurity maturity. It addresses an essential part of security that many firms cannot afford to ignore: how people respond to suspicious emails, fake document requests, credential prompts, invoice changes, and rushed decisions. The goal is to reduce avoidable human-layer risk and build better habits before an incident forces the issue.
Why Conasence
Conasence builds security programs around structured procedures, practical documentation, and industry standards. The goal is not to overwhelm firms with technical language. The goal is to give leadership a clear process for reducing avoidable risk and making better security decisions.
Frequently asked questions
Build a repeatable human risk process.
Start with a baseline review and clear reporting that shows where your firm stands today.