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Creating a culture of security for your firm
October 22, 2025 @ 11:00 am – 12:00 pm EDT
CPE Credit: 1 hour for CPAs
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.
Upon successful completion of this course, you should be able to:
- Identify common cybersecurity risks facing accounting and tax firms.
- Describe how a layered approach to security protects firm and client data.
- Understand the role of a Written Information Security Plan (WISP) in meeting compliance needs.
- Apply techniques to improve staff engagement with firm security protocols.
- Recognize key technology features that support a proactive security culture.
Level:
Basic
Instructional Method:
Group Internet-Based
NASBA Field of Study:
Specialized Knowledge
Program Prerequisites:
None
Advance Preparation:
None
Note: CPE credits are only available for live attendance (on-demand viewing is not eligible).
