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DTSTART;TZID=America/Detroit:20260820T083000
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CREATED:20260618T202519Z
LAST-MODIFIED:20260626T041128Z
UID:10006530-1787214600-1787226600@sc.cpa
SUMMARY:(LIET04/27) Smart\, Secure\, and Productive
DESCRIPTION:Event Description\nTaxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents.  \nParticipants will learn how IRS Publication 4557 guidance\, the FTC Safeguards Rule requirements\, and a Written Information Security Plan (WISP) work together in practice. The session emphasizes operational controls\, staff decision points\, and documentation that reflects actual firm activity—not theoretical or template-based approaches. \nRather than focusing solely on tools or awareness\, this program explains how common incidents occur through ordinary business actions such as email requests\, data handling\, and approval workflows—and how verification procedures\, defined responsibilities\, and repeatable processes help mitigate those risks. \nAttendees will leave with a clear\, actionable approach to developing or strengthening a security program that is appropriate to their firm’s size and complexity and can be supported with consistent documentation and review practices. \nObjectives\n1. Explain how key regulatory guidance and requirements relate in practice Describe how IRS Publication 4557\, the FTC Safeguards Rule\, and a WISP collectively support safeguarding taxpayer and customer information. \n2. Identify common risk scenarios in CPA firm workflows Recognize how incidents can occur through routine activities such as email communication\, credential use\, data transmission\, and vendor interaction. \n3. Describe appropriate safeguards across administrative\, physical\, and technical areas Explain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment. \n4. Evaluate the structure and purpose of a Written Information Security Plan (WISP) Identify core WISP components and assess whether documentation aligns with actual firm operations and responsibilities. \n5. Apply verification and workflow controls to higher-risk activities Describe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests. \n6. Describe key elements of an incident response process Outline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response.\n7. Identify documentation practices that support program oversight and reviewRecognize types of records (e.g.\, training\, access review\, incident notes\, vendor oversight) that demonstrate ongoing use and maintenance of controls.
URL:https://sc.cpa/event/liet04-27-smart-secure-and-productive/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260901T083000
DTEND;TZID=America/Detroit:20260901T094500
DTSTAMP:20260626T041125Z
CREATED:20260625T151020Z
LAST-MODIFIED:20260626T041125Z
UID:10006532-1788251400-1788255900@sc.cpa
SUMMARY:(LITE19/27) AI in Action
DESCRIPTION:Event Description\nThis session breaks down how to use AI more effectively by moving beyond simple prompts to a structured\, results driven approach. Attendees will learn practical techniques\, including the CLEAR R framework\, to produce more consistent\, accurate\, and actionable outputs. The course focuses on real world applications such as drafting communications\, summarizing reports\, and supporting decision making. It also highlights emerging AI tools that enhance productivity across research\, analysis\, and multi step workflows. \nObjectives\n• Participants will learn how to apply the CLEAR R framework to guide AI interactions and improve output quality. • The session will demonstrate methods to reduce ambiguity\, structure prompts\, and enforce consistency in multi step tasks. • Attendees will explore practical techniques for prompting AI to generate summaries\, identify risks\, and recommend actions. • The course will also introduce emerging tools and workflows that support research\, document analysis\, and automated task execution.
URL:https://sc.cpa/event/lite19-27-ai-in-action/
CATEGORIES:Unknown Format
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260917T083000
DTEND;TZID=America/Detroit:20260917T092000
DTSTAMP:20260626T041024Z
CREATED:20260625T155518Z
LAST-MODIFIED:20260626T041024Z
UID:10006533-1789633800-1789636800@sc.cpa
SUMMARY:(LITE20/27) Art of the Perfect Prompt
DESCRIPTION:Event Description\nAI can save time\, but only when the prompt is clear enough to produce useful work. This post-session toolkit gives CPAs a practical framework for turning vague AI requests into structured\, review-ready drafts. Participants will learn how to use the CLEAR+R method to define context\, audience\, format\, and guardrails before asking AI to create\, summarize\, review\, or refine work. The result is a repeatable prompting process that supports clearer communication\, reduced rework\, and stronger professional review habits. \nObjectives\n• Identify the six CLEAR+R prompt components and explain how each improves AI output quality. • Build a complete prompt brief for a real CPA task using context\, lens\, end goal\, audience\, result format\, and rules. • Apply must and must-not rules to reduce unsupported assumptions\, invented facts\, and professional review risk. • Use refinement prompts to improve\, critique\, and triage AI-generated drafts before relying on them. • Convert successful prompts into reusable templates for recurring CPA communication\, delegation\, and review tasks. 
URL:https://sc.cpa/event/lite20-27-art-of-the-perfect-prompt/
CATEGORIES:Unknown Format
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260921T083000
DTEND;TZID=America/Detroit:20260921T163000
DTSTAMP:20260711T041029Z
CREATED:20260430T202524Z
LAST-MODIFIED:20260711T041029Z
UID:10005618-1789979400-1790008200@sc.cpa
SUMMARY:(MEGRROAD/27) Greenville SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/megrroad-27-greenville-sc-cpa-roadshow/
LOCATION:Younts Conference Center Furman University\, 1250 Duncan Chapel Rd\, Greenville\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260922T083000
DTEND;TZID=America/Detroit:20260922T163000
DTSTAMP:20260711T041031Z
CREATED:20260430T202518Z
LAST-MODIFIED:20260711T041031Z
UID:10005616-1790065800-1790094600@sc.cpa
SUMMARY:(MESPROAD/27) Spartanburg SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/mesproad-27-spartanburg-sc-cpa-roadshow/
LOCATION:Milliken and Company\, 920 Milliken Rd\, Spartanburg\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260923T083000
DTEND;TZID=America/Detroit:20260923T163000
DTSTAMP:20260502T041132Z
CREATED:20260430T202508Z
LAST-MODIFIED:20260502T041132Z
UID:10005612-1790152200-1790181000@sc.cpa
SUMMARY:(MERHROAD/27) Rock Hill  SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/merhroad-27-rock-hill-sc-cpa-roadshow/
LOCATION:Manchester Meadows Soccer Complex\, 337 Mt Gallant Rd E\, Rock Hill\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260924T083000
DTEND;TZID=America/Detroit:20260924T163000
DTSTAMP:20260711T041027Z
CREATED:20260430T202507Z
LAST-MODIFIED:20260711T041027Z
UID:10005611-1790238600-1790267400@sc.cpa
SUMMARY:(MECOROAD/27) Columbia SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/mecoroad-27-columbia-sc-cpa-roadshow/
LOCATION:Hilton Garden Inn Harbison\, 434 Columbiana Dr\, Columbia\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260928T083000
DTEND;TZID=America/Detroit:20260928T163000
DTSTAMP:20260502T041013Z
CREATED:20260430T202521Z
LAST-MODIFIED:20260502T041013Z
UID:10005617-1790584200-1790613000@sc.cpa
SUMMARY:(MEHHROAD/27) Hilton Head SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/mehhroad-27-hilton-head-sc-cpa-roadshow/
LOCATION:Holiday Inn Express – Bluffton\, 35 Bluffton Rd\, Bluffton\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260929T083000
DTEND;TZID=America/Detroit:20260929T163000
DTSTAMP:20260711T041021Z
CREATED:20260430T202512Z
LAST-MODIFIED:20260711T041021Z
UID:10005613-1790670600-1790699400@sc.cpa
SUMMARY:(MECHROAD/27) Charleston SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/mechroad-27-charleston-sc-cpa-roadshow/
LOCATION:Trident Technical College\, 7000 Rivers Ave\, Charleston\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20260930T083000
DTEND;TZID=America/Detroit:20260930T163000
DTSTAMP:20260502T041012Z
CREATED:20260430T202514Z
LAST-MODIFIED:20260502T041012Z
UID:10005614-1790757000-1790785800@sc.cpa
SUMMARY:(MEMBROAD/27) Myrtle Beach SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/membroad-27-myrtle-beach-sc-cpa-roadshow/
LOCATION:Horry-Georgetown Technical College Grand Strand Conference Center\, 950 Crabtree Ln Bldg 600\, Myrtle Beach\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261001T083000
DTEND;TZID=America/Detroit:20261001T163000
DTSTAMP:20260502T041014Z
CREATED:20260430T202516Z
LAST-MODIFIED:20260502T041014Z
UID:10005615-1790843400-1790872200@sc.cpa
SUMMARY:(MEFLROAD/27) Florence SC.CPA Roadshow
DESCRIPTION:Event Description\nJoin us for our PIU Roadshow—SC.CPA’s opportunity for CPAs to connect\, engage\, and learn from industry experts while staying current on what matters most. Each stop features a Professional Issues Update and Regulatory Ethics update\, alongside timely Accounting & Auditing and Tax sessions designed for real-world application. Expect practical insights\, key updates you can use immediately\, and a strong focus on protecting and advancing the CPA profession in South Carolina. Whether you attend for one track or the full day\, you’ll leave informed\, prepared\, and better equipped to support clients and your organization.
URL:https://sc.cpa/event/meflroad-27-florence-sc-cpa-roadshow/
LOCATION:Florence Center\, 3300 W Radio Dr\, Florence\, SC\, United States
CATEGORIES:In-Person
ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261008T083000
DTEND;TZID=America/Detroit:20261008T101000
DTSTAMP:20260613T043123Z
CREATED:20260515T011616Z
LAST-MODIFIED:20260613T043123Z
UID:10005851-1791448200-1791454200@sc.cpa
SUMMARY:(LIET07/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations)
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet07-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261027T083000
DTEND;TZID=America/Detroit:20261027T101000
DTSTAMP:20260613T043129Z
CREATED:20260604T142509Z
LAST-MODIFIED:20260613T043129Z
UID:10005882-1793089800-1793095800@sc.cpa
SUMMARY:(LIET01/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet01-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261110T083000
DTEND;TZID=America/Detroit:20261110T101000
DTSTAMP:20260713T041008Z
CREATED:20260515T010009Z
LAST-MODIFIED:20260713T041008Z
UID:10005679-1794299400-1794305400@sc.cpa
SUMMARY:(LIET08/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet08-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261201T083000
DTEND;TZID=America/Detroit:20261201T101000
DTSTAMP:20260713T041211Z
CREATED:20260515T010127Z
LAST-MODIFIED:20260713T041211Z
UID:10005695-1796113800-1796119800@sc.cpa
SUMMARY:(LIET09/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet09-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261215T173000
DTEND;TZID=America/Detroit:20261215T191000
DTSTAMP:20260713T041119Z
CREATED:20260515T005810Z
LAST-MODIFIED:20260713T041119Z
UID:10005654-1797355800-1797361800@sc.cpa
SUMMARY:(LIET10/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet10-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261219T083000
DTEND;TZID=America/Detroit:20261219T101000
DTSTAMP:20260713T041119Z
CREATED:20260515T011320Z
LAST-MODIFIED:20260713T041119Z
UID:10005836-1797669000-1797675000@sc.cpa
SUMMARY:(LIET11/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet11-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20261229T083000
DTEND;TZID=America/Detroit:20261229T101000
DTSTAMP:20260713T041213Z
CREATED:20260515T011711Z
LAST-MODIFIED:20260713T041213Z
UID:10005872-1798533000-1798539000@sc.cpa
SUMMARY:(LIET12/27) SC Regulatory Ethics: Rules & Regulations (SC Statutes and Regulations) - Rebroadcast
DESCRIPTION:Event Description\nThis course covers ethical frameworks and rules regarding CPA practice and responsibilities. This course will meet the two-hour annual ethics requirement for SC CPAs. \nObjectives\nExplain the core principles and responsibilities outlined in the AICPA Code of Professional Conduct and applicable state regulations. Recognize common ethical challenges facing accounting professionals and evaluate appropriate responses based on regulatory guidance. Apply ethical decision-making frameworks to real-world scenarios while understanding the consequences of non-compliance with professional standards.
URL:https://sc.cpa/event/liet12-27-sc-regulatory-ethics-rules-regulations-sc-statutes-and-regulations-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Detroit:20270112T083000
DTEND;TZID=America/Detroit:20270112T115000
DTSTAMP:20260626T041126Z
CREATED:20260618T202525Z
LAST-MODIFIED:20260626T041126Z
UID:10006531-1799742600-1799754600@sc.cpa
SUMMARY:(LIET14/27) Smart\, Secure\, and Productive - Rebroadcast
DESCRIPTION:Event Description\nTaxpayer data is one of the most valuable—and most targeted—assets in any CPA firm. This session focuses on how risk actually occurs in day-to-day CPA workflows and how firms can apply practical safeguards to reduce the likelihood of preventable incidents.  \nParticipants will learn how IRS Publication 4557 guidance\, the FTC Safeguards Rule requirements\, and a Written Information Security Plan (WISP) work together in practice. The session emphasizes operational controls\, staff decision points\, and documentation that reflects actual firm activity—not theoretical or template-based approaches. \nRather than focusing solely on tools or awareness\, this program explains how common incidents occur through ordinary business actions such as email requests\, data handling\, and approval workflows—and how verification procedures\, defined responsibilities\, and repeatable processes help mitigate those risks. \nAttendees will leave with a clear\, actionable approach to developing or strengthening a security program that is appropriate to their firm’s size and complexity and can be supported with consistent documentation and review practices. \nObjectives\n1. Explain how key regulatory guidance and requirements relate in practice Describe how IRS Publication 4557\, the FTC Safeguards Rule\, and a WISP collectively support safeguarding taxpayer and customer information. \n2. Identify common risk scenarios in CPA firm workflows Recognize how incidents can occur through routine activities such as email communication\, credential use\, data transmission\, and vendor interaction. \n3. Describe appropriate safeguards across administrative\, physical\, and technical areas Explain the role of policies\, training\, physical protections\, and technical controls in reducing risk within a CPA firm environment. \n4. Evaluate the structure and purpose of a Written Information Security Plan (WISP) Identify core WISP components and assess whether documentation aligns with actual firm operations and responsibilities. \n5. Apply verification and workflow controls to higher-risk activities Describe procedures such as out-of-band verification\, defined escalation paths\, and controlled approval processes for sensitive requests. \n6. Describe key elements of an incident response process Outline common trigger events and the sequence of actions used to contain risk\, preserve information\, and coordinate internal response.\n7. Identify documentation practices that support program oversight and reviewRecognize types of records (e.g.\, training\, access review\, incident notes\, vendor oversight) that demonstrate ongoing use and maintenance of controls.
URL:https://sc.cpa/event/liet14-27-smart-secure-and-productive-rebroadcast/
CATEGORIES:Livestream
ORGANIZER;CN="Chris D. Jenkins%2C CAE":MAILTO:chris@sc.cpa
END:VEVENT
END:VCALENDAR