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When

Tuesday, September 12, 2017 from 4:00 PM to 6:00 PM PDT
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Where

The City Club 
155 Sansome Street
San Francisco, CA 94104
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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Meeting Details

Tuesday, September 12, 2017
4:00 pm - 6:00 pm (Program)
6:00 pm - 8:00 pm (Member Appreciation Event - See Below) 

Topic:
Cybersecurity: How to Protect Your Business

Speaker(s):
Craig Watanabe, CSCP, AIF, CFP, Chief Compliance Officer
American Financial Network Advisory Services, LLC


Thank You to Our Meeting Sponsor:

       


Program Description:
Cybersecurity is a significant regulatory and business risk that affects nearly all firms.  This “how to” session will describe practical, economical and effective safeguards firms can employ to protect their business from cyberattacks.  Included are a number of tools and templates attendees can utilize including a Cybersecurity Readiness Assessment Tool, IT Vendor Due Diligence Checklist and Sample User Awareness Training memos.  At the end of this session you will understand how to employ defensive strategies such as defense in depth and the principle of least permissions.  Cybersecurity demands your utmost attention and this session promises to be enlightening.

Speaker Bio:
Craig Watanabe, CSCP, AIF, CFP, Chief Compliance Officer
American Financial Network Advisory Services, LLC


Mr. Watanabe has been a Financial Adviser and Chief Compliance Officer with American Financial Network Advisory Services, LLC (“AFN”) since August 2017.  Mr. Watanabe entered the securities industry in 1983 and has been a successful financial planner, Branch Manager, Operations Manager, Chief Compliance Officer and Chief Operating Officer.  Mr. Watanabe has broker-dealer and investment adviser compliance experience covering retail brokerage, market making, research, investment banking. insurance, commodities, retail investment advisory and ERISA plans.


In his current role as a financial adviser with AFN, Mr. Watanabe works with corporate executives and business owners to assist in growing and protecting their business as well as preparing for the ultimate transition away from the company.  Mr. Watanabe also works with the personal wealth management team at AFN which helps the corporate executives and business owners manage their own personal finances.

Mr. Watanabe served on the FINRA District 2 Committee from 2008-11 and was Chairman of the Committee in 2011. He also served six years on the NSCP Board of Directors and was Chairman of the Board in 2013. Mr. Watanabe is a frequent speaker at conferences and has authored numerous articles and training modules for financial professionals.

Securities are offered through United Planners Financial Services of America, Member FINRA and SIPC. 

Meeting Agenda:
4:00 pm  Registration
4:15 pm  Chapter Announcements & Sponsor Introductions
4:30 pm  Speaker Presentation
5:45 pm  Q & A
6:00 pm  Program Ends

Members Non-Members

Early Bird Registration
(Ends September 8, 2017)

$50 $75
Regular Registration (After September 8, 2017) $70 $95

 

 




You may register online after September 8, 2017, however, you will be charged the Regular Registration price. Online registration closes at midnight, September 10, 2017.

*This is a practice management topic and does not qualify for CE credit.

_____________________________


Member Appreciation Event
(Immediately After Meeting)
6:00 pm - 8:00 pm
Taverna Aventine, 582 Washington Street, San Francisco, CA

FPASF Members - Come spend an enjoyable evening mixing and mingling over delicious food and spirits at Taverna Aventine!  We hope you can join us for the fun. We have a lot to celebrate together!