January 2003

Assuring Customer and Regulatory Privacy Concerns

Privacy encompasses the rights and obligations of individuals and organizations with respect to the collection, use, disclosure and retention of personal information. Privacy issues have been receiving increased attention from regulators, the government and the media. As a result, implementing sound privacy policies and controls provides value and makes good business sense.

The Feb. 20, 2003, continuing professional education (CPE) evening technical session organized by the New York State Society of CPAs’ Technology Assurance Committee provides an overview of privacy issues, laws, privacy-related technologies and regulatory efforts. Attendees will learn about the various approaches that companies are taking to address their customers’ privacy concerns, as well as strategies for developing and implementing a privacy program. Opportunities available to CPAs to serve clients also will be discussed.

The topics covered will include:

• Overview of privacy, key laws and regulations
• Questions to ask of management
• Implementing a privacy program
• Developing privacy policies and procedures
• Service opportunities for the CPA

Date: Thursday, Feb. 20, 2003
Time: 5:30 p.m. to 6:00 p.m.: registration, networking, free sandwiches and soft drinks; 6:00 p.m. to 8:30 p.m.: CPE session
Presenter:Joel Lanz, CPA, P.C.
Location: NYSSCPA headquarters, 530 Fifth Ave. (between 44th and 45th streets), fifth floor, New York City

About the Presenter

Joel Lanz is a frequent contributor to professional journals and is a speaker at industry conferences. He is the founder and principal of a niche CPA technology assurance and advisory practice. Mr. Lanz’s 20-plus years of professional experience include serving as a Big Five partner and Money Center Bank vice president. He also is an adjunct faculty member at Pace University’s Graduate School of Computer Science and Information Systems.

Mr. Lanz is a member of the NYSS-CPA’s Technology Assurance and Banking committees. He holds a bachelor’s in business administration in public accounting from Pace University and a master’s in business administration in information systems, also from Pace. In addition to CPA, his certifications include CISA, CISSP, CFE and CITP. You can visit his website at www.itriskmgt.com or contact him directly at jlanz@itriskmgt.com.

Additional Information

This NYSSCPA/Foundation for Accounting Education CPE evening technical session is $45 for NYSSCPA members and $50 for nonmembers to qualify for three hours of CPE credit. A $25 additional walk-in fee will be charged to those who register at the door.

At the session you will get the chance to network with the profession’s and the industry’s IT leaders. Advance registration is recommended because seating is limited.

For additional information, contact Gary E. Carpenter at (315) 487-4567 or gcarpenter-cit@worldnet.att.net or Bruce H. Nearon at (973) 403-6955 or bnearon@jhcohn.com.

For more information on the Technology Assurance Committee, visit www.nysscpa.org, click on the Find Committees tab on the left-hand side of the page and then scroll down to the Technology Assurance Committee link.

Registration

To register: contact FAE at (212) 719-8383 or (800) 537-3635 or visit the Society’s website at www.nysscpa.org (you will need your Society member number to register). Go to the Technology Assurance Committee homepage and select “02/20/03—Assuring Customer and Regulatory Privacy Concerns” located under the Free IT CPE banner.

Acknowledgments

J.H. Cohn LLP and Carpenter Information Technologies, Inc., helped provide the funding and resources or the sandwiches and soft drinks, marketing and publicity, and administration of this event.