Cyber Security and Compliance Lunch Briefing for RIAs at Morton's

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Cyber Security and Compliance Lunch Briefing for RIAs at Morton's

By itSynergy

Date and time

Wednesday, June 26, 2019 · 12 - 1:30pm MST

Location

Morton's Steakhouse

15233 North Kierland Boulevard Scottsdale, AZ 85254

Description

Join us for a jargon-free, lunch briefing on the key cyber security compliance requirements for Registered Investment Advisors. Now more than ever, cybersecurity is a central issue for regulators, compliance auditors, and RIA business leaders. As a Chief Compliance Officer, you know how vital it is to stay on top of these industry trends and compliance realities.

In this free and informative lunch, you will hear from security and compliance expert Michael Cocanower from Phoenix-based, itSynergy. Michael will share his insights and best practices gleaned from over a decade of experience working directly with RIA principals and CCOs. Michael works daily with non-technical, C-level executives, helping de-mystify the technical and compliance realities RIA face, while helping them secure, prepare and protect their businesses.

In this short lunch seminar, you will learn about the:
  • Practical realities of the cyber security guidance issued by the OCIE
  • Seven most important IT security foundations you need to remain compliant
  • Importance of regular network and security risk assessments
  • No-nonsense tips and best practices you can implement with your internal team
  • And receive detailed compliance checklists and audit tools you can start using today

Register now. Seating is limited. Don’t miss this information-packed and convenient educational opportunity over a delicious lunch at Morton’s.

Organized by

itSynergy specializes in helping registered investment advisers grow profitable businesses. itSynergy helps our clients tame their information technology, so they can securely and efficiently focus on their core business.

Serving clients throughout the Phoenix and Denver metro areas, itSynergy delivers compliance, cyber security, and managed IT services to investment advisory firms. The company is led by president and founder Michael Cocanower, IACCP®. Mr. Cocanower has over 25 years of experience in the IT field. Mr. Cocanower has been recognized as a Microsoft® Certified Professional and Microsoft® Most Valuable Professional as well as a Certified Ethical Hacker. 

This educational event is offered to employees of registered investment advisors. itSynergy or IronPath reserve the right to revoke the lunch registration of any unqualified registrants.

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