Written Information Security Plans
Total Credits: 1 including 1 Regulatory Ethics - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Ethics
- Speaker:
- Mary Jane Hourani, MM, EA
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
This course provides a comprehensive overview of Written Information Security Plans (WISP), focusing on their purpose, requirements, and implementation. Starting with the 2024 PTIN renewal season, all PTIN holders must certify they have a WISP and have trained employees, staff, and contractors as necessary. Participants will explore the history and legal foundation of WISP under the Gramm-Leach-Bliley Act, and how compliance is enforced through Circular 230, AICPA Statements of Standards, and Federal Trade Commission (FTC) regulations. Attendees will gain practical guidance on writing an effective WISP and ensuring compliance with due diligence standards for data security.
Basic Course Information
Learning Objectives- Explain the Gramm-Leach-Bliley Act and its requirements for data security
- Review compliance requirements under Circular 230 related to WISP and data security
- Identify AICPA Statements of Standards applicable to WISP
- Understand the essential components of a WISP and how to draft one
- Recognize the role of employee and contractor training in maintaining data security compliance
- Discuss 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
Major Subjects
- 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
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
Speaker
Mary Jane Hourani, MM, EA Related Seminars and Products
Mary Jane has been practicing since 1993, working for a couple larger Tax, Accounting, & Audit Firms in before transitioning to her own practice in 2005.
Mary Jane has a Master of Management from Walsh College of Accountancy and Business Administration as well as a Bachelor of Science from Eastern Michigan University in Public Administration with a focus in Organizational Development and Governmental Accounting.
She is credentialed as an Internal Revenue Service Enrolled Agent, allowing her to practice before the IRS. With this credential, she has direct oversite by the IRS Office of Professional Responsibility. She is also a National Association of Enrolled Agents NTPI Fellow.
Mary Jane has been an Instructor of Tax for Michigan State University Tax School since 2008 as well as a speaker for several trade organizations since 2005.
Mary Jane has been a Contributing Editor and Contributing Author of the National Tax Workbook for the Land Grand University Tax Education Foundation since 2009. She writes and compiles tax course packs used by Michigan State University Tax School and other trade organizations. She is a former H&R Block Instructor/Trainer.
Mary Jane is a member of the National Association of Enrolled Agents, Michigan Association of Certified Public Accountants, National Association of Tax Professionals, American Institute of Professional Bookkeepers, and is a QuickBooks ProAdvisor.
Dates
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Tue, Jun 17, 2025 - 12:00pm to 01:00pm EDT
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Thu, Jun 26, 2025 - 09:00am to 10:00am EDT
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Tue, Jul 08, 2025 - 04:00pm to 05:00pm EDT
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Thu, Jul 17, 2025 - 12:00pm to 01:00pm EDT
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Thu, Aug 14, 2025 - 12:00pm to 01:00pm EDT
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Tue, Aug 26, 2025 - 09:00am to 10:00am EDT
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Tue, Sep 09, 2025 - 04:00pm to 05:00pm EDT
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Wed, Sep 17, 2025 - 12:00pm to 01:00pm EDT
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Fri, Oct 17, 2025 - 12:00pm to 01:00pm EDT
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Sat, Oct 25, 2025 - 09:00am to 10:00am EDT
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Tue, Nov 11, 2025 - 04:00pm to 05:00pm EST
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Mon, Nov 17, 2025 - 12:00pm to 01:00pm EST
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Wed, Dec 17, 2025 - 12:00pm to 01:00pm EST
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Fri, Dec 26, 2025 - 09:00am to 10:00am EST
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Tue, Jan 13, 2026 - 04:00pm to 05:00pm EST
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Sat, Jan 17, 2026 - 12:00pm to 01:00pm EST
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Tue, Feb 17, 2026 - 12:00pm to 01:00pm EST
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Thu, Feb 26, 2026 - 09:00am to 10:00am EST
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Tue, Mar 10, 2026 - 04:00pm to 05:00pm EDT
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Tue, Mar 17, 2026 - 12:00pm to 01:00pm EDT
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Fri, Apr 17, 2026 - 12:00pm to 01:00pm EDT
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Sat, Apr 25, 2026 - 09:00am to 10:00am EDT
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Tue, May 12, 2026 - 04:00pm to 05:00pm EDT
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Mon, May 18, 2026 - 12:00pm to 01:00pm EDT
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Wed, Jun 17, 2026 - 12:00pm to 01:00pm EDT
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Fri, Jun 26, 2026 - 09:00am to 10:00am EDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, tax practitioners, and other professionals subject to PTIN requirements or responsible for data
security compliance
Original Recording Date 06/01/25
Course Developer Werner-Rocca Seminars
Date Added to Catalog 05/01/25
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.