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

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).

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