April 23, 2026


Webinar


1 CPE

Webinar (CPA Crossings): Written Information Security Plans🗓️

April 23, 2026
Webinar
1 CPE

Webinar (CPA Crossings): Written Information Security Plans🗓️

  • Instructor

    Mary Jane
    Hourani

Learning Objectives

After attending this presentation, you will be able to...

  • Recall the Gramm-Leach-Bliley Act and its requirements for data security.
  • Analyze compliance requirements under Circular 230 related to WISP and data security.
  • Identify AICPA Statements of Standards applicable to WISP.
  • Recall the essential components of a WISP and how to draft one.
  • Recognize the role of employee and contractor training in maintaining data security compliance.
  • Assess how FTC regulations impact WISP implementation and enforcement.
  • Evaluate due diligence practices for ensuring WISP compliance.
  • Develop strategies for monitoring and updating a WISP to meet evolving standards.

Major Topics

The major topics that will be covered in this course include:

  • Introduction to the Gramm-Leach-Bliley Act and its impact on data security.
  • Circular 230 compliance and due diligence for practitioners.
  • AICPA Statements of Standards relevant to WISP requirements.
  • Key components of a Written Information Security Plan.
  • Training requirements for employees, staff, and contractors.
  • Practical guidance for drafting and implementing a WISP.
  • FTC enforcement of data security standards for PTIN holders.
  • Best practices for maintaining and updating WISP compliance.

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • WISP

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, EAs, Tax Practitioners, Financial Planners, Investment Advisors and other professionals subject to PTIN requirements or responsible for data security compliance

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 55 55
    Join
  • COCPA Non-Member

    $ 72 72
    Your Price

Please login to register.