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Webinar

A WISP Away

If you have questions about this event, please call us at 952-831-2707.

Monday, May 18, 2026
9-10:50 a.m. Central
2 CPE (2 technical)

Course code: 26WA-3033
View pricing

Alternate dates & more options

  • Wednesday, July 15, 2026 - Webinar

Each year, the IRS issues an updated edition of its Written Information Security Plan (WISP) template to better assist CPAs, tax preparers and small practitioners with drafting an effective WISP. Develop a customized WISP to fit your business needs and identify the latest resources available to assist. Time will be spent on the requirement for a security plan as well as its implementation.

Major subjects

  • Who gets breached?
  • The Gramm-Leach-Bliley Act and FTC Safeguards Rule.
  • What is a Written Information Security Plan (WISP) and policy contents.
  • Securing digital assets.
  • What to do with a breach and information security policy.

Learning objectives

  • Identify the key components and regulatory requirements of a Written Information Security Plan (WISP).
  • Develop a customized WISP and outline practical steps for implementing and maintaining data security policies to protect client information and respond to breaches.

Who should take this program?

  • CPAs, EAs, and other tax professionals with PTIN or data security obligations.

Pricing

Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00
Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Brad Messner
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level Overview
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.