​​​Creating a Data Security Plan On-Demand Workshop

4 CPE for AFSP, EA, CPA, CRTP

Register

Premium: $0 | Professional: $114 | Basic: $144 | Nonmember: $152

Summary

Locking down and securing your digital assets and information is no longer a suggestion; it is now a requirement. Is your firm in compliance? Do you have a properly set up and deployed security plan? We will be discussing both cybersecurity-related concerns as well as drafting a policy manual in a hands-on lab.

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
  • Analyze how the Gramm-Leach-Bliley Act applies to virtual or remote firm operations
  • Execute a plan to protect your client data
  • Update and modify a security plan to account for virtual needs and risks
  • Identify both hardware and software threats
  • Migrate to online or in-person operations with confidence that your data is not at risk
  • Speak confidently with a client about your firm's policies and procedures without compromising your confidential plan

Course Details

This workshop includes the presentation slides ​and access to the workshop recording.

​Presented by: Brad Messner, MBA, EA
Course Year: 2021
Duration: 4 Credit Hours
Course Level: Intermediate
Prerequisite: Basic knowledge of and experience with technology information security
Advanced Preparation: None
Delivery Method: QAS Self-Study

CPE CreditsDesignationField of Study
IRS4
AFSPFederal Tax Law Topic
IRS4
EAFederal Tax Law Topic
NASBA4
CPATaxes
CTEC4
CRTPFederal Tax Law Topic
CFP Board0CFP®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 also must 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.​​



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