Friday, February 9, 2018 from 11:30 AM to 1:30 PM PST
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Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128

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Susan Adams 
Financial Planning Association of Silicon Valley 

February 2018 Luncheon Meeting


Changing the Cybersecurity Conversation

Speaker: Wes Stillman, CEO, RightSize Solutions


Meeting Description 

This session will provide a high level education on who cybercriminals are, and why they are focusing on advisors and their clients. We will focus on the top cyber-attack methods, including phishing and ransomware, and provide advisors with actionable tips to help prevent, detect, react, and raise awareness around cyber-attacks. Advisors will leave with a better understanding of how to better protect both themselves and their clients.

Wes will be offering a more positive approach to how RIAs can proactively respond to the call of cybersecurity by putting the power and responsibility in the hands of the advisor. This interactive session offers improvements to four core business areas with fifteen best practices a firm can immediately benefit from.

Learning Objectives:  • Grasp a holistic view of the emerging cyber threat environment and how they can use security policies to deter vulnerabilities. • Understand the motive behind cybercriminals and why RIAs and their clients are at risk • Identify several common cyber methods and attack surfaces. • Understand how different personal computing devices get hacked, including personal computers and smart phones. • Develop an understanding of phishing and social engineering, and why human error is the single biggest risk to cybersecurity. • Understand the various risks and costs associated. • Understand the costs, both financial and reputational, of being a victim of an attack. • Walk away with actionable steps on how to improve their firm’s cybersecurity..

Level of Complexity:  Intermediate

1.5 hours CE available, pending approval by the CFP Board.

Featured Partner:  Litman Gregory Asset Management

Speaker Biography

After 30+ years of managing technology in high-level positions, Wes Stillman began RightSize Solutions in 2002 because RIAs needed a technology partner who really understood their needs. More than 13 years later, he remains committed to understanding every nuance of his clients’ businesses. Prior to founding RightSize Solutions, Wes’ clients included major airlines, broker dealers, trust companies, health care providers, community banks and other financial institutions. He has held high-level positions at National Advisors Trust Company, FSB, Comdisco, Midwest Consulting Group (Senior Consultant) and Yellow Technology Services (Director of Technology). A technology-pioneer in every sense, Wes is regularly quoted as a subject matter expert in industry publications and also speaks to small and large groups on topics such as cybersecurity, cloud-based environments and leveraging technology.

Pricing and Registration (Lunch is included)

Register early!  Advanced pricing is available through February 5th:           

  • FPA Members and First Time Visitors:  $40
  • Non-Members:  $60

After February 5th:

  • FPA Members:  $60
  • All Non-members:  $75

Online Registration is open through Monday, February 5th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, February 6th.