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Client Data: Do you have the right answers?
Are your clients inquiring about your firms’ data handling and security practices? Is the risk management of your client data being shared with vendors?

More than ever firms are having to explain how they handle client data privately, properly and securely. The correct answers can have major implications with your clientele and compliance obligations.

Join us for our live webinar on Tuesday, May 14, when we’ll share many of the answers you need to know for your clients, partners, and vendors.

Topics Discussed
What are the top steps to keep you in compliance?
What type of training does your firm need?
Should you be doing a security audit?
Updating your firms' policies
Understanding the difficult technical questions

Who should attend:
Firm Administrators
Office Managers
Managing Partners
Business Owners

Dave Kile, Co-founder, Ease Technologies
Jim Myer, Managing Director, Coordinated Response

May 14, 2019 12:00 PM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Dave Kile.