Brian Edelman will present a brief summary of the new cybersecurity regulations that apply to CPAs, Planners, and Investment Advisors. He will also present the five critical steps you can follow to ensure you are not only accurately protecting private information your clients have entrusted you with but also protecting you from any liability that comes with the risk of a data breach. You will leave this session with practical tools that you can apply in your firm to go from cyber scare to cyber secure.
• Understand the new cybersecurity regulations
• Obtain practical tools that can applied in your firm