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Loss Prevention Trend: The Information Security Plan (“ISP” or “WISP”)

Q: My firm has a Written Information Security Plan (“WISP”), but it hasn’t been updated since early 2023. How often should we be reviewing/updating our WISP? And have there been any significant changes to the regulatory guidance related to physical, technical, and/or administrative safeguards a CPA firm is required to have in place to protect … Read more

CAMICO appoints Julie Schilling as its incoming Chief Financial Officer

Julie Schilling, CPA, will become Chief Financial Officer, effective January 1, 2025. SAN MATEO, Calif. (November 7, 2024) — CAMICO, the nation’s largest CPA-directed program of insurance and risk management for the accounting profession, announced that Julie Schilling, CPA, will become its next Chief Financial Officer (CFO), effective January 1, 2025, when CAMICO’s current CFO … Read more