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Wednesday, November 1, 2023 Live Webcast

What is a WISP and Why Should a CPA Care? (E2311984)

9:00 AM - 11:00 AM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

Under the requirements of the Gramm-Leach-Bliley Act (GLBA), tax and accounting professionals are considered financial institutions, regardless of their size. This in turn requires CPAs to have a Written Information Security Plan (WISP) in place. This isn’t a suggestion; it is the law. Much of this plan is common sense, but other portions involve more complicated protocols.

DESIGNED FOR

CPAs in public and private accounting

BENEFITS

During this 2 hour CPE session, professionals will learn the reasoning behind the GLBA, the steps needed to create this evergreen document, and other resources required to construct, implement, and assess the effectiveness of a WISP plan. This course is designed to be a non-technical presentation with straight-forward language for tax professionals.

HIGHLIGHTS

Attendees will leave this session knowing:

  • What a WISP is (and isn’t)
  • Define common terminology and its relevance
  • How to build a WISP for a CPA practice
  • Ancillary training needed to implement the WISP
  • How to gauge the effectiveness of the WISP
  • Additional information critical to safeguarding PII and other sensitive information

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Brought to you in cooperation with the Maryland Association of CPAs

INSTRUCTOR

Andrew Rose

Andrew Rose
(4.9)

Andrew Rose, Cybersecurity Consultant for the Food and Agriculture Sector. Andrew is a strategist with a passion for novel plant and protein production. As a small "f" futurist in the climate/food/agricultural sectors, he is also a sought-after founder/advisor/author/speaker for his technical expertise in planning/executing/measuring the impacts of complex and fluid projects with systems-level consequence (as well as his passion for volunteering and mentoring). Andrew specializes in helping elite, complicated companies, expand their service lines into adjacent sectors utilizing decades of marketing, sales, and business development experience. Andrew is deeply involved in the non-profit community, sitting on, or advising many non-profit boards and social impact organizations over the years. He has in the past served as the Chief Strategy Officer in Residence at the Emerging Technologies Centers, the Chair of the Advisory Council for the Maryland Cybersecurity Association and was an organizer for the TEDxBaltimore events. Andrew helped found the GIVE Program, a leadership program in Maryland for rising professionals.

PRICING

$75.00 - Member

$125.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Maryland Association of CPAs