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Beyond the Basics: Expanding a Cybersecurity Plan

Once you have a security plan in place to protect your office and stay compliant, the next challenge you face is maintaining that plan and reviewing it annually. More so, ongoing reviews of that plan in connection to hiring staff or adding services are necessary. We will review the steps necessary to remain compliant once you have created your initial security plan.

Objectives

Upon completion of the session, the learner will be able to:

• Identify how Gramm-Leach-Bliley Act compliance applies to ongoing operations and initial security plan implementation
• Analyze how to interview and hire staff who understand the importance of security compliance
• Perform an annual security review and audit to ensure ongoing compliance
• Be confident when speaking with clients confirming your firm's compliance and reassuring them you take necessary steps to safeguard their information

Details

Brad Messner, MBA, CBSA, EA

Instructor:

Level:

Intermediate

Prerequisites:

Basic knowledge of technology & information security

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Federal Tax Law Topic

IRS

2

EA

Federal Tax Law Topic

NASBA

2

CPA

Information Technology

CTEC

2

CRTP

Federal Tax Law Topic

CFP Board

2

CFP®

Yes

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.