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TechBytes: Compliant or Exposed? What CPA Firms and Auto Dealers Must Know About the FTC Safeguards Rule IN PERSON

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Pomegranate Bistro

18005 NE 68th St Ste A150
Redmond, WA 98052

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1.8 Credits

Member Price $65.00

Non-Member Price $75.00

Overview

The compliance deadline for certain updated provisions of the FTC Safeguards Rule was June 9, 2023, but many CPA firms and auto dealerships still do not understand what the Rule requires or whether their current cybersecurity practices meet the standard.

Join ATTM Technologies for a practical briefing designed specifically for owners, partners, controllers, general managers, and other business leaders. We will explain who is covered, what customer information must be protected, and what a compliant information security program looks like in practice. Attendees will learn about the broader compliance landscape, including the FTC Safeguards Rule, Written Information Security Plans, IRS expectations for tax professionals, service-provider oversight, applicable state privacy and breach-notification obligations, and the role of cyberinsurance requirements.

We will also explain the responsibilities of the Qualified Individual, written risk assessments, employee training, access controls, encryption, multi-factor authentication, incident-response planning, security testing, vendor management, and reporting to leadership.

 

Highlights

  • An overview of the major administrative, technical, and physical safeguards.
  • A better understanding of written risk assessments and WISP requirements.
  • A list of evidence the organization should be able to produce if compliance is questioned.
  • Access to the planning portal for evaluating the organization's current position.
  • A practical starting point for getting and staying compliant.

Prerequisites

None.

Designed For

CPA firm and auto dealership owners, partners, controllers, general managers, and other business leaders.

Objectives

Gain a clear understanding of whether and how the Safeguards Rule applies to the organization.

Preparation

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 $75.00

Member Price $65.00