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TechBytes: Building Your WISP - What Every CPA Firm Must Know IN PERSON

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Pomegranate Bistro

18005 NE 68th St A-150
Redmond, WA 98052

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1.8 Credits

Member Price $55.00

Non-Member Price $70.00

Overview

Cybersecurity and data protection are no longer just IT concerns — they are critical business and compliance responsibilities for CPA firms and accounting professionals of all sizes. The FTC Safeguards Rule requires firms that handle sensitive client financial information to maintain a Written Information Security Plan (WISP). Regulators, clients, and insurance carriers increasingly expect firms to have documented security policies, risk management procedures, and incident response planning in place. Join ATTM Technologies, in partnership with the Washington Society of CPAs, for a practical, non-technical walkthrough of what a compliant WISP requires and how to begin building one for your firm. This session is designed specifically for accounting professionals and firm leaders looking to better understand their responsibilities and reduce organizational risk.

Highlights

Cybersecurity and data protection compliance responsibilities. Written Information Security Plans (WISPs). Reducing organizational risk.

Prerequisites

None.

Designed For

Accounting professionals and firm leaders looking to better understand their responsibilities and reduce organizational risk.

Objectives

Gain an understanding of what a compliant WISP requires and how to begin building one for your firm.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Alec Taylor, ATTM Technologies

Alec Taylor has 32 years of experience in information technology, cybersecurity and leadership. Alec spent 7 years at T-Mobile, managing systems engineering & information security, and 16 years as co-owner of IVOXY Consulting, focusing on building scalable, secure & high-performance platforms & systems for banks, hospitals, and state organizations. Alec now focuses his efforts in assisting businesses minimize digital risk, ensuring compliance with government information security laws, and improving their experience with technology.

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Non-Member Price $70.00

Member Price $55.00