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Ensuring Security Compliance with the Virtual Firm

The last two tax years have brought changes to our industry we never expected, including an urgent migration to working virtually. This quick migration opened a lot of firms to potential threats and noncompliance with GLBA needs.

Objectives

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

• Analyze how the Gramm-Leach-Bliley Act applies to a virtual or remote firm
• Update and modify a security plan to account for virtual needs and risks
• Identify hardware and software threats, and vocabulary related to virtual operations
• Migrate to online or in-person operations with confidence that your data is not at risk
• Be confident when speaking with a client about your firm's policies and procedures without compromising your confidential plan but also building client faith

Details

Brad Messner, MBA, CBSA, EA

Instructor:

Level:

Intermediate

Prerequisites:

General understanding of basic data security policies.

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.