Episode 43 : 12/13/2017

Protecting your practice: A cybersecurity roundtable

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Ben D. Jones

Managing Director – Intermediary Distribution
BMO Global Asset Management

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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After numerous highly publicized data breaches and hacks this year, the subject of cybersecurity has been top-of-mind in all industries. We met up with four cybersecurity experts at IMPACT® 2017 for a roundtable discussion on all things cyber as it relates to advisors, their firms and their clients. While there’s not a one-size-fits-all program that can solve all your cybersecurity worries, there are things you must know and steps you can take to protect your practice.

Our guests:

Sten Hoidal
Chair, Data Protection and Cybersecurity
Frederickson & Byron
Bio

 

Paul Ewing
Senior Technology Consultant
Charles Schwab and Co., Inc.
Bio

 

Sandy Smalley-Fleming
Co-Chair, Investment Management and Securities Litigation
Frederickson & Byron
Bio

 

Jake Omann
Management Liability Consultant
Associated Benefits and Risk Consulting
Bio

 

In this episode:

  • The cause of most data breaches
  • The state of cybersecurity regulations
  • Identifying and prioritizing risks, even beyond IT, with a risk assessment process
  • The types of information you have a statutory or regulatory obligation for, such as PII and PHI
  • The components that make for an effective, robust cyber security risk plan
  • Costs and considerations of cyber breach insurance policies

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Transcript

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