Discover a valuable on-demand training session featuring Lisa M. Marsden, IACCP®, of Coulter Strategic Services, and Brian Hahn of MTradeCraft, a recognized expert in cybersecurity compliance and corporate intelligence. This insightful discussion delves into essential cybersecurity standards and regulations for advisory firms, focusing on safeguarding client data and meeting evolving regulatory expectations.
Key topics include:
Current cybersecurity rules such as Regulation S-ID and fiduciary duty obligations.
Enhancements under the recent amendments to Regulation S-P.
Insights into the proposed SEC Cybersecurity Risk Management Rule (Regulation 206(4)-9).
The session explores practical strategies for integrating these rules into policies and procedures, offering actionable advice that combines regulatory compliance with sound business practices. Whether you're looking to enhance your understanding of these regulations or align your firm's practices with new standards, this session is a must-watch.
Access this resource on-demand to stay ahead in protecting client data while achieving operational efficiency. Watch or listen at your convenience!