CORE Series: Compliant or Liable: What Washington CPAs Must Know About the FTC Safeguards Rule WEBINAR
Overview
The FTC Safeguards Rule applies directly to CPA firms and accounting professionals who handle consumer financial data—yet many firms remain unclear about their obligations. This session provides a practical, high-level overview of the Rule’s requirements and what compliance looks like for firms of all sizes. Attendees will review the core elements of an information security program, including written policies, risk assessments, vendor oversight, employee training, and incident response considerations.
Highlights
The FTC Safeguards Rule.
Prerequisites
None.
Designed For
CPAs and accounting professionals.
Objectives
Review the core elements of an information security program, including written policies, risk assessments, vendor oversight, employee training, and incident response considerations.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Hale Sheppard
Hale E. Sheppard is Co-Chair of the Tax Controversy & Litigation Group at Eversheds Sutherland, a global law firm with approximately 3,000 attorneys located in offices throughout the United States and the world.
Hale defends individuals and businesses during federal tax audits, tax appeals, and tax litigation. He has participated in over 250 cases with the Tax Court and obtained dozens of positive Private Letter Rulings for clients.
Hale holds five college degrees. At the University of Kansas, he earned a B.S., with distinction, M.A., with honors, and J.D. He later received an LL.M. degree in international law, with highest distinction, from the University of Chile. Finally, he obtained an LL.M. degree in tax from the University of Florida, where he was a graduate tax scholar.
Hale regularly speaks at the national, regional and local level, presenting at more than 60 major tax conferences, some multiple times.
Hale is perhaps best known for being one of most active tax writers in the country, publishing more than 300 articles in top tax journals and law reviews, both in the United States and abroad.
Non-Member Price $60.00
Member Price $40.00