Hosted by The Qualified Individual · 🇺🇸 US · EN · 12 episodes
Established thought leaders with verified media credentials.
The Qualified Individual is a micro-podcast for managing partners at small and mid-sized CPA firms navigating data security compliance. Hosted by Daniel Chang, author of The Governance Gap, each 8-12 minute episode tackles multiple real issues: cyber insurance gaps, FTC Safeguards requirements, MSP oversight, access controls, and AI governance. Delivering practical, jargon-free guidance on what to do about it. Visit TheQualifiedIndividual.com
The Qualified Individual hosts The Qualified Individual, a education show with 12 episodes published.
If you're working with a Managed Service Provider, you should have clarity on five specific things: who your QI is, what risk assessments have been done, what reports partners receive, how breach response actually works,
Show notesYour team is using ChatGPT and Copilot on client data — whether you've formally allowed it or not. These "shadow AI" flows create undocumented data pathways that compliance frameworks don't see. We talk about why prohibi
Show notesWe break down the real numbers behind a breach at a small CPA firm — forensics, legal fees, notification costs, credit monitoring, lost business, and reputational damage. For a 15-person firm, this can be existential. He
Show notesYou've named a Qualified Individual, but now what? We're diving into how to make the role functional, what you're actually documenting, how you're reporting to partners, and what quarterly governance looks like so that s
Show notesMost CPA firms use Microsoft 365 for email and collaboration, and most firms assume they understand their data security there. But Microsoft's default settings leave significant gaps—particularly around shared mailboxes,
Show notesTax season brings volume, pressure, and fatigue—exactly when hackers strike. From phishing attacks targeting busy staff to stolen credentials accessing dormant systems, tax time is peak season for breaches. Here's how to
Show notesYour largest clients are increasingly asking about your security practices—how you protect their data, what controls you have, whether you meet compliance standards. We're talking about what these client security questio
Show notesOffboarding is how most breaches actually start—not with external hackers, but with former employees or contractors who kept their access. We're talking about why access removal is harder than it sounds, what gets missed
Show notesMany CPA firms rely on their Managed Service Provider for security. But an MSP handles servers and systems—not your security program. We're breaking down what an MSP does, what they don't do, and why your firm still need
Show notesWhen a breach happens, the first two days matter more than everything that comes after. You need to know: how to detect it, who to call first, what to preserve, and how to communicate both internally and with authorities
Show notesThe Safeguards Rule now requires you to designate a Qualified Individual to oversee your security program. Who should this person be? What do they actually need to do? And what happens if you don't have one? We're breaki
Show notesThe FTC classified CPA firms as financial institutions under the Safeguards Rule. What does that mean? It means new compliance obligations, specific security requirements, and if you get it wrong, substantial penalties.
Show notes
Most CPA firms think their cyber insurance will cover a breach. It won't—at least not the way they think it will. We're breaking down why policies deny claims, how sublimits shrink your actual coverage, and what you need
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The Qualified Individual is hosted by The Qualified Individual. The show is categorised under education and has published 12 episodes.
The Qualified Individual has published 12 episodes.
The Qualified Individual regularly covers education. It sits in the education category.
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Episodes of The Qualified Individual average 11 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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