865-622-9304

What Competent RIA Executives Must Know

The 5 Things You MUST Have in Place (That You Don’t Today)

Class Schedule:

February 7th, 12:00 PM Eastern

February 7th, 2:00 PM Eastern

Are you an RIA owner committed to upholding the highest standards of data security and compliance?

Join Jonathan Addington, cybersecurity expert and president of CyberSecureRIA, as he steers you through the intricacies of the cybersecurity terrain that is critical for every RIA firm owner to master in 2024.

Deep-Dive Into What Matters:

  • The Imminent SEC Cybersecurity Rule: Unravel the complexities and prepare for the SEC’s upcoming cybersecurity regulations that will form the backbone of your compliance strategy.
  • Insightful Reporting and Disclosure: Stay a step ahead with expert analysis on the reporting and disclosure transformations set to redefine the industry in 2024.
  • Managing Existential Threats: How to prepare for and defend against the greatest attacks against your firm
  • Beyond Box-Checking – Implementing Technical Controls: Learn to distinguish between genuine security and mere compliance, with practical knowledge on essential protocols like IAM, MDM, vulnerability management, and DLP.

Engage with the Best:

  • Interactive Q&A: Have your firm-specific cybersecurity queries addressed directly by Jonathan during the live session.
  • Expertise in Action: Gain insights from an industry luminary whose expertise is recognized by Financial Advisor IQ and who is the author behind the pivotal SEC Cybersecurity whitepaper.
  • Actionable Resources: Walk away with a bespoke e-book crafted for RIAs and a complimentary, no-strings-attached cybersecurity assessment for your firm.

Exclusive Offer for Class Attendees:

Register now and secure a FREE cybersecurity assessment for your firm, a crucial step to boost your cyber defenses. No installations, no passwords—just pure, actionable value for your cybersecurity game plan.

Enrollment is Open — But Class Size is Limited to Ten:

Don’t let your defenses dwindle in an ever-changing digital landscape. Claim your spot in our class now, and position your RIA practice at the vanguard of cybersecurity and compliance.

At CyberSecureRIA, we stand by you as your steadfast partner in the ever-shifting cybersecurity realm. Devote your focus to your clients’ financial victories, while we fortify the digital integrity of your operations.

*Please note that Continuing Education Units (CEUs) are not provided with this course.

Here’s What Others Have To Say…

More Responsive Than Any Other Provider

CyberSecureRIA is more responsive than any other provider. They are incredibly responsive and they are incredibly concerned for the security and efficiency of our technology.

Just trust CyberSecureRIA: they always give the right answer and never recommend anything other than what is best for our technology.

Rick Disharoon, CFP Principal
Slate, Disharoon, Parish & Associates

Fast Response & Knowledgeable With Our Industry

Great to have an IT partner with fast response to our needs, knowledgeable with our regulated industry, and just overall good people. CyberSecureRIA is a good team if you want to keep your data protected.

Jonathan Bednar, CFP Paradigm Wealth Partners

Always Go Above And Beyond

CyberSecureRIA is the best IT company we have ever worked with. They are professional, attentive and responsive.

They go above and beyond every time!

If you need to protect your clients’ confidential information, use them!

Bryan Dickey President & Senior Financial Advisor
Empower Wealth Management
 

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Meet Your Presenter:

Jon Addington

Jonathan Addington helps RIAs secure themselves from cyberattacks and business risk. He co-founded CyberSecureRIA with a security focus for small RIAs… Read more.