Written Information Security Plans
Written Information Security Plans
CPE Credit:
1
Overview
Description:
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC).
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Taxes (1 CPE)
Instructor
Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow
Additional Details
Who should attend:
CPAs, EAs, Tax Practitioners, Financial Planners, Investment Advisors and other professionals subject to PTIN requirements or responsible for data security compliance
Program Level:
Intermediate
Program Content:
The major topics that will be covered in this course include:
- Introduction to the Gramm-Leach-Bliley Act and its impact on data security.
- Circular 230 compliance and due diligence for practitioners.
- AICPA Statements of Standards relevant to WISP requirements.
- Key components of a Written Information Security Plan.
- Training requirements for employees, staff, and contractors.
- Practical guidance for drafting and implementing a WISP.
- FTC enforcement of data security standards for PTIN holders.
- Best practices for maintaining and updating WISP compliance.
Learning Objectives:
After attending this presentation, you will be able to…
- Recall the Gramm-Leach-Bliley Act and its requirements for data security.
- Analyze compliance requirements under Circular 230 related to WISP and data security.
- Identify AICPA Statements of Standards applicable to WISP.
- Recall the essential components of a WISP and how to draft one.
- Recognize the role of employee and contractor training in maintaining data security compliance.
- Assess how FTC regulations impact WISP implementation and enforcement.
- Evaluate due diligence practices for ensuring WISP compliance.
- Develop strategies for monitoring and updating a WISP to meet evolving standards.
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Hourani & Associates Inc
Format:
Group-Internet-Based
Course Code:
HIMHISP1
Our Partners
NASBA Sponsor
Written Information Security Plans
Course Code:
HIMHISP1
Program Level:
Intermediate
Description:
Thsi course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implentation. All PTIN holders must certify they have a WISP prior to renewal, along with certifying the training of employees, staff and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliances is enforsed through IRS Circular 230, AICPA Statments of Standards, The American Bar Associations and the Federal Trade Commission (FTC).
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:
The major topics that will be covered in this course include:
- Introduction to the Gramm-Leach-Bliley Act and its impact on data security.
- Circular 230 compliance and due diligence for practitioners.
- AICPA Statements of Standards relevant to WISP requirements.
- Key components of a Written Information Security Plan.
- Training requirements for employees, staff, and contractors.
- Practical guidance for drafting and implementing a WISP.
- FTC enforcement of data security standards for PTIN holders.
- Best practices for maintaining and updating WISP compliance.
Learning Objectives:
After attending this presentation, you will be able to…
- Recall the Gramm-Leach-Bliley Act and its requirements for data security.
- Analyze compliance requirements under Circular 230 related to WISP and data security.
- Identify AICPA Statements of Standards applicable to WISP.
- Recall the essential components of a WISP and how to draft one.
- Recognize the role of employee and contractor training in maintaining data security compliance.
- Assess how FTC regulations impact WISP implementation and enforcement.
- Evaluate due diligence practices for ensuring WISP compliance.
- Develop strategies for monitoring and updating a WISP to meet evolving standards.
Who should attend:
CPAs, EAs, Tax Practitioners, Financial Planners, Investment Advisors and other professionals subject to PTIN requirements or responsible for data security compliance
Developed By:
Hourani & Associates Inc
Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow
CPE Credit:
1
Field of Study:
Taxes (1 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$55.00
Upcoming Dates
- 5/22/2025 @ 5:00 PM
- 6/2/2025 @ 1:00 PM
- 6/21/2025 @ 1:00 PM
- 7/21/2025 @ 1:00 PM
- 8/7/2025 @ 1:00 PM
- 8/19/2025 @ 5:00 PM
- 9/8/2025 @ 9:30 AM
- 9/23/2025 @ 5:00 PM
- 10/7/2025 @ 9:30 AM
- 10/20/2025 @ 5:00 PM
- 11/5/2025 @ 1:00 PM
- 11/22/2025 @ 1:00 PM
- 12/5/2025 @ 5:00 PM
- 12/10/2025 @ 1:00 PM
- 1/10/2026 @ 1:00 PM
- 1/20/2026 @ 5:00 PM
- 2/3/2026 @ 9:30 AM
- 2/16/2026 @ 4:30 PM
- 3/5/2026 @ 5:00 PM
- 3/18/2026 @ 5:00 PM
- 4/9/2026 @ 9:00 AM
- 4/23/2026 @ 9:30 AM
All times are Eastern Time Zone
