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
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Brought to you in cooperation with the Maryland Association of CPAs