Data Breaches And Cyber-Liability For Advisors

Data Breaches And Cyber-Liability For Advisors
Craig Pollack
01/09/15 4 PM EST
Live CPA IWI
Program Id: 145222291
4.0
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Home Depot is expected to pay banks $62 million to cover the $90-million cost to replace 7.4 million debt and credit cards compromised by a cyberattack. eBay, Snapchat, Target, J.P. Morgan Chase, and, of course, Sony have all been breached recently.

 

Cyber-attacks are an increasing threat and investment advisors are high-value targets.

 

The risk of liability and reputational damage associated with such incidents has escalated for RIAs.

 

At this session, you will learn:

• Key differences between an intrusion and a data breach

• Key threats to your business

• Seven steps to prepare for a data breach

• RIAs’ shocking misunderstanding about data leakage

• An effective approach to cyber liability insurance

 

Craig Pollack has over 25 years of experience as a trusted technology advisor working with investment advisors to ensure their business systems and network infrastructure are optimized, safe, and secure. As the CEO of FPA Technology Services, Pollack has built FPA into a leading managed service provider to RIAs in Southern California.

This session is eligible for IMCA® CE and PACE credit toward CLU® and ChFC® designations.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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Airvine
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4.0

Good Information

Good Detail and suggestions

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(Updated: January 08, 2015)
DHoetger
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gmpnyny
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interesting and a very important topic

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(Updated: January 08, 2015)
patphillips

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