Creating and Operationalizing a Data Security Plan On-Demand Online Workshop
4 CPE for AFSP, EA, CPA, CRTP
Order on-demand
Premium: $0 | Professional: $131 | Basic: $166 | Nonmember: $175
Summary
Having a written information security plan (WISP) for your firm is both a requirement and an essential tool to ensure your firm and its data is protected. In this interactive workshop, we will briefly review the critical need for firm security and invest significant time in designing a plan tailored to your firm. Participants can expect to leave the workshop with a strong understanding of the required components of a security plan. A template will be provided and used as a hands-on guide for participants to complete their WISP or conduct an annual update.
Objectives
Upon completion of this course, you will be able to:
- Identify basic terminology related to data security and how it applies to the tax preparation industry
- Execute a plan to protect your client data including ensuring compliance with your insurance providers
- Update and modify a security plan to account for in-person and virtual needs and risks
- Create a plan to ensure your written information security plan stays up to date
- Create a checklist and plan for ongoing updates and maintenance of your security plan
Course Details
The workshop includes presentation slides and access to the workshop recording.
Presented by: Brad Messner, MBA, EA
Course Year: 2024
Duration: 4 Credit Hours
Course Level: Intermediate
Prerequisite: Basic knowledge of and experience with technology and data security
Advanced Preparation: None
Delivery Method: QAS Self Study
| CPE Credits | Designation | Field of Study |
|---|
| IRS | 4
| AFSP | Federal Tax Law Topic |
| IRS | 4
| EA | Federal Tax Law Topic |
| NASBA | 4
| CPA | Taxes |
| CTEC | 4
| CRTP | Federal Tax Law Topic |
| CFP Board | 0 | CFP® | N/A |
How to Earn CPE
To receive credit for this on-demand online workshop, you must make at least one attempt to answer each of the review questions included with the video. You must also successfully pass the course exam with a score of 70% or better. The course and exam will expire one year from the date of purchase.
Cancellation Policy
Because this is an online education offering, it is nonrefundable.
