OSCPA's January Lunch + Learn: Protecting Client Data: Practical Cyber Compliance for CPA Firms - VIRTUAL
1.00 Credits
Member Price $0
Non-Member Price $40
Overview
Join the OSCPA for our monthly Lunch + Learn event over topics important to Oklahoma CPAs. Cybersecurity requirements for CPA firms have evolved quickly, and many firms are now expected to maintain safeguards that go far beyond basic IT hygiene. In this session, we'll break down what regulators, clients, and insurance carriers are actually looking for-and how to meet those expectations without overwhelming your team or your budget. Attendees will learn how to identify their most important risks, document compliance in a way that stands up to audit or inquiry, and prioritize a short list of practical controls that meaningfully protect client data. The goal is clarity, not jargon: what to do, why it matters, and how to move forward confidently. As part of your OSCPA membership your registration for this event is FREE*.
In-person Seminar: Do you prefer to join us in person? Sign up for the in-person seminar here!
*Must be a member in good standing at the time of the course. Members are not automatically registered and must sign up to attend as registration is available. Find more information here.
Prerequisites
None
Designed For
CPAs in Oklahoma
Objectives
- Understand the current regulatory expectations impacting CPA firms (including FTC Safeguards Rule, IRS Publication 4557, and state data privacy requirements) and how they apply in day-to-day firm operations.
- Identify practical, prioritized cybersecurity controls that CPA firms can implement to protect client information, reduce risk, and demonstrate compliance to regulators, clients, and insurance carriers.
Preparation
None
Leader(s):
Leader Bios
Jonathan Trimble, Bawn
Jonathan Trimble is a former FBI Special Agent who spent years helping companies, banks, and government agencies respond to cyber threats when the stakes were highest. During his time in the Bureau, he saw organizations struggle not because they didn’t care about security, but because they didn’t have a clear, practical path to follow. That experience led him to co-found Bawn, a cybersecurity firm built to make security simpler and more actionable for real businesses—not just the Fortune 50. Today, Jonathan works with CPA firms, financial institutions, and family offices to help them protect client data, meet regulatory expectations, and reduce the stress that comes with cybersecurity. His goal is to take something that often feels overwhelming and replace it with clarity, confidence, and a workable plan.
Non-Member Price $40
Member Price $0