Cyber Security for Advisors: How Advisors Can Protect Against Cybercrime
COVID-19 has been a boon for hackers and cybercriminals as the world has gone digital. How can advisors protect themselves and clients against cybercrime? Join Schwab’s Jonathan Wojtkun, Senior Technology Consultant for a discussion of cyber security challenges and best practices to protect against digital threats.
Issues will include:
• How cybercriminals can use your stolen data.
• New cyber threats specific to the COVID-19 pandemic environment.
• How to use the NIST framework to review and improve your cybersecurity efforts.
• Understanding the importance of creating an action plan for when the inevitable occurs.
• How to talk to your end clients about cybersecurity best practices.
This cybercrime protection workshop will be an interactive Q&A discussion with ample time for attendees to ask specific questions. Come with prepared concerns in advance or share them as they occur during the discussion.
Jonathan Wojtkun is Senior Technology Consultant, Business Consulting Services with Schwab Advisor Services. Jonathan has over 15 years of professional experience within the information technology industry and over 12 of those in the Registered Investment Advisory space. Jonathan joined Charles Schwab in 2014 as Senior Technology Consultant, where he supports advisors in their technology, operational, and cybersecurity initiatives.
Prior to joining Schwab, Jonathan spent over 7 years as Director of Technology for a Boston-area RIA firm, supporting technology strategy and adoption efforts within the organization including special portfolio accounting and CRM conversion projects.
Jonathan is a 2005 graduate of Northeastern University, where he earned a B.S. in Computer Engineering.
Moderated by: Ted Everett, CFA is an investment advisor and financial writer in Boston. He helps financial service companies create readable and insightful white papers and other content to demonstrate investment-thought leadership. He has edited and written extensively for various investment newsletters. He has also managed portfolios at TIAA-CREF Trust Co. and Babson Capital Management, serving as trusted advisor for families, trusts, and non-profit entities. He is a member of CFA Boston's Programs & Education Advisory Council.
Members | Complimentary
Non Members | Complimentary
Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program. If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool.
Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Zoom details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process.