Instructor
Andrew Rose
Instructor
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.
During this 2 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.
· 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
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