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Creating a Culture of Security for Your Firm

Online

# of CPE Credits

1

Description

Cyberattacks are on the rise, and accounting firms of all sizes are being targeted. In this session, we’ll explore how a layered, firm-wide approach to security can help protect sensitive client and firm data without creating unnecessary complexity. You’ll learn practical strategies for reducing risk through secure access, policy development, and employee training, along with how to stay compliant with evolving requirements like the Written Information Security Plan (WISP). Whether you’re looking to strengthen your current setup or build a more proactive security culture from the ground up, this session will give you clear next steps to move forward confidently.

 

Required Knowledge: None

Advanced Preparation: None

Who Should Attend: Experienced Tax Professionals

Objective

By the end of this session, attendees will be able to: 1. Identify common cybersecurity risks facing accounting and tax firms. 2. Describe how a layered approach to security protects firm and client data. 3. Understand the role of a Written Information Security Plan (WISP) in meeting compliance needs. 4. Apply techniques to improve staff engagement with firm security protocols. 5. Recognize key technology features that support a proactive security culture.

Credit Types

  • Taxes: 1

Event Speaker(s)

Lorin Smith

Event Level:Basic
Event Code:WL007925
Event Vendor:Rightworks
Fields of Study:Taxes
Other fields:

    Registration Fees

    RegistrationTypePrice
    MiscellaneousMembers$0.00
    MiscellaneousNon Members$70.00


    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.