Security Issues for Client Information and the Clients that Provide It

Safety in Numbers

Service firms that handle client information have particular responsibilities to protect that information—protection that can be strengthened if the firm’s clients are protected as well. We’ll discuss particular protections required for different types of client information and ways to assist clients with their own protections.

Learning Objectives:

  • Discuss your obligations to protect client information and data
  • Discuss your client’s responsibility to protect information
  • Determine how to communicate security and awareness issues with your client
  • Discuss ways to educate your client on vital security best practices to protect them and you

Speakers:
Debbie Anglin has spent 25+ years in communications and PR. She is an APR accredited in public relations and the principal of Anglin PR. Over her career, she has responded to more than 100 crises, incidents, threats, breaches and other situations affecting insurance, banking, healthcare, energy, higher education, municipalities, transportation and other industries.

Calvin Weeks has 25+ years in the cybersecurity, incident response, and digital forensics. Calvin has secured top secret classified systems, responded to more than ten thousand incidents, and is a lead developer and instructor in cyber terrorism incident response. He is a Certified Information Security Manager (CISM), Certified Information System Security Professional (CISSP), Certified in Risk and Information Systems Control (CRISC), Certified E-Discovery Specialists (CEDS), and EnCase Computer Forensics Examiner (EnCE).

Tom C. Vincent II has 20+ years in regulatory compliance, information security and privacy. Tom provides assistance to his clients with issues involving data security and privacy, including the establishment of cybersecurity programs, negotiation of appropriate protections for client information, breach identification and required reporting. He is both a Certified Regulatory Compliance Manager (CRCM) and Certified Information Privacy Professional/United States (CIPP/US).


Stay current on your favorite topics

SUBSCRIBE

Applicable Services

Take a deeper dive into this Insight’s subject matter.

Cybersecurity Technology Advice + Guidance

Latest Insights

July 22, 2019
Article
What do the U.S. women’ soccer team and eDiscovery have in common? You might be surprised.
July 19, 2019
Recorded Webinar
Dealerships continue to grow and change. To stay successful, dealerships must adapt new practices and ideas. Working with a Dealership Consultant on your dealership operations and processes can have a big impact on your success. This webinar will focus on …
July 17, 2019
Firm News
Jeremy Hauk, Partner in Billings, was recently elected chair of the Eide Bailly board of directors. Brian Callahan, Partner in Denver, was re-elected to the board and elected vice chair. Jodi Daugherty, Partner in Boise, was also elected as a board …
July 17, 2019
Article
Transactions can seem like an impossible task, but these five considerations can help you create a roadmap that can lead to a confident decision.
July 12, 2019
Article
In this month’s recap: Stocks, gold, and oil all surge, a door opens for U.S.-China trade talks to resume, and the Federal Reserve suddenly sounds dovish.
July 11, 2019
Article
A new law in Louisiana gives pass-through entities another option when filing tax returns in the state.
Find A Location