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North American Professional Liability Insurance Agency, LLC - NAPLIA
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North American Professional Liability Insurance Agency (NAPLIA) specializes in E&O Insurance for CPAs, investment advisors, architects, engineers, & attorneys
North American Professional Liability Insurance Agency (NAPLIA) specializes in E&O Insurance for CPAs, investment advisors, architects, engineers, & attorneys

292 followers
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North American Professional Liability Insurance Agency, LLC - NAPLIA's posts

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Complimentary Webcast: Cyber Security and the Clouds

It's nearly a daily occurrence, some business has a major cyber security breach. Professional services firms that are entrusted by their clients with confidential data and information are just as – if not more so – vulnerable to this threat. Could your firm be the next victim?

Eric Hess of Hess Legal Counsel, and Raj Bakhru of Aponix Financial Technologists, join NAPLIA for Cyber Security and the Clouds, where we'll discuss the regulatory environment, implementing an information security program, breach planning, and vendor risk issues and issues particular to cloud services. 

In this informative webcast we'll cover these these pressing questions: 

• What are the biggest vulnerabilities we face in maintaining sensitive client data, and how can we best mitigate those risks?
• How do I protect client information that can be accessed by my staff and outside contractors through portable devices, as well as on site?
• In reviewing different proposals from outside vendors, what are considered deal breakers?

Date: Wednesday, September 24, 2014
Time: 2:30PM EDT
Length: 1 hour
Cost: FREE

Webcast attendees will also get first access to an exclusive white paper, Information Security Risks: Internal Systems, Vendors and The Cloud.

To register, contact Alex Swan at AlexS@naplia.com or 508.656.1304.  

http://us1.campaign-archive1.com/?u=0c955dd9bd05431445783b2fa&id=e1e48692b9&e=4aa7757792

#cyber   #cybersecurity  

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Complimentary Webcast: Cyber Security and the Clouds

t's nearly a daily occurrence, some business has a major cyber security breach. Professional services firms that are entrusted by their clients with confidential data and information are just as – if not more so – vulnerable to this threat. Could your firm be the next victim?

Eric Hess of Hess Legal Counsel, and Raj Bakhru of Aponix Financial Technologists, join NAPLIA for Cyber Security and the Clouds, where we'll discuss the regulatory environment, implementing an information security program, breach planning, and vendor risk issues and issues particular to cloud services. 

In this informative webcast we'll cover these these pressing questions: 

_• What are the biggest vulnerabilities we face in maintaining sensitive client data, and how can we best mitigate those risks?
• How do I protect client information that can be accessed by my staff and outside contractors through portable devices, as well as on site?
• In reviewing different proposals from outside vendors, what are considered deal breakers?_

Date: Wednesday, September 24, 2014
Time: 2:30PM EDT
Length: 1 hour
Cost: FREE

Webcast attendees will also get first access to an exclusive white paper, Information Security Risks: Internal Systems, Vendors and The Cloud.

To register, contact Alex Swan at AlexS@naplia.com or 508.656.1304.  

http://us1.campaign-archive1.com/?u=0c955dd9bd05431445783b2fa&id=e1e48692b9&e=4aa7757792

#cyber   #cybersecurity  

Post has attachment
Complimentary Webcast: Cyber Security and the Clouds

It's nearly a daily occurrence, some business has a major cyber security breach. Professional services firms that are entrusted by their clients with confidential data and information are just as – if not more so – vulnerable to this threat. Could your firm be the next victim?

Eric Hess of Hess Legal Counsel, and Raj Bakhru of Aponix Financial Technologists, join NAPLIA for Cyber Security and the Clouds, where we'll discuss the regulatory environment, implementing an information security program, breach planning, and vendor risk issues and issues particular to cloud services. 

In this informative webcast we'll cover these these pressing questions: 

• What are the biggest vulnerabilities we face in maintaining sensitive client data, and how can we best mitigate those risks?
• How do I protect client information that can be accessed by my staff and outside contractors through portable devices, as well as on site?
• In reviewing different proposals from outside vendors, what are considered deal breakers?
Date: Wednesday, September 24, 2014
Time: 2:30PM EDT
Length: 1 hour
Cost: FREE

Webcast attendees will also get first access to an exclusive white paper, Information Security Risks: Internal Systems, Vendors and The Cloud.

To register, contact Alex Swan at AlexS@naplia.com or 508.656.1304.  

http://us1.campaign-archive1.com/?u=0c955dd9bd05431445783b2fa&id=e1e48692b9&e=4aa7757792

#cyber   #cybersecurity  

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Attend the CFDD Conference & Earn CE Credit | Outsourced 3(16), Liquid Alts, MEPs, HSAs

NAPLIA will be presenting two programs at the +Center for Due Diligence 2014 Advisor Conference+ October 15 to 17, 2014 in San Antonio, TX: What You Need To Know About ERISA 3(16) Services: Legal, Insurance & Marketing and MEPs, MEAPs & Today’s Legislative Environment. Other programs include Liquid Alts For DC Plans, Asset Allocation & Portfolio Construction, Motivating Plan Sponsors To Implement Your Recommendations, Building Enterprise Value, Wealth Management Within Retirement Plan Practices, Scalable Efficiency & Compliance Management and the Evolving Regulatory Landscape.

 Some benefits of attending the 2014 CFDD Advisor Conference:
 
• Discounted Fiduciary Insurance Program.
• Attendees earn up to 18 Hours of IMCA credits and 31 Hours of CFP CE credits.
• Approved CE For Ethics (IMCA, CPA & CFP).
• Online access to all prior conference presentations and audio files.
• Complimentary breakfast, lunch, sodas, snacks and cocktail parties.

 Click to see the full benefits of the CFDD Conference. --> http://thecfdd.com/CFDDconference2014

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In defense of the fiduciary warranty. NAPLIA's +Paul Smith contributes to +RIABiz (social e-butterfly edition) piece, Warranties and guarantees come to the 401(k) game but can insurance really put the client first?

“The fiduciary needs coverage...now they’re taking on most of the responsibilities of plan sponsors. They need fiduciary insurance because they have these responsibilities.”

http://bit.ly/FiduciaryWarranty

#fiduciary   #ERISA  

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ICYMI our webinar, Steps to Maintaining ERISA Compliance for Broker Dealers and Investment Advisers, with +Gary Sutherland and Kim Shaw Elliott is now available for you to view online
here http://www.bit.ly/ERISAComp
#ERISA  #Compliance

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As CPAs, we know the impact that investing $1 today can have 5 years from now. So, how might starting a good habit today help us in the future? http://vrl.ht/1241A

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[Webinar] Steps to Maintaining ERISA Compliance for Broker Dealers and Investment Advisers | Wednesday, August 13

NAPLIA and ERISA attorney, Kim Shaw Elliott of Baugh Dalton Carlson & Ryan, will outline ERISA fundamentals and doing business with retirement plans. http://lnkd.in/dy6EK-t

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