NAEPC Webinar: What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19
Clients regularly trust planning professionals with something nearly as valuable as their money — their personal information. Cyber criminals are well aware that financial planners, trust officers, CPAs and attorneys are treasure troves of information that can be exploited to perpetrate a variety of schemes and frauds. Concerned with this growing problem, clients are increasingly expecting that planning professionals will keep their information private as well as secure. Additionally, those professionals with access to client assets may be targets of cyber attacks to steal those funds. The challenge of keeping client information and assets secure has increased in recent months, as work environments have changed dramatically and rapidly due to the COVID-19 pandemic, and sadly, many cyber criminals are exploiting the impacts of the health crisis for their own financial gain.
This presentation will discuss the various cyber threats confronting estate planning professionals, legal obligations and risks in the context of data security, and some non-technical strategies for reducing this legal risk with specific considerations related to impacts from COVID-19.
Justin Joy is a shareholder in the Memphis office of the Lewis, Thomason, King, Krieg & Waldrop, P.C law firm. He also serves as the firm’s privacy officer. In addition to a range of experience in healthcare liability defense litigation and business law matters, Justin heads up Lewis Thomason’s cybersecurity practice group. He provides counsel to clients in a variety of industries in the area of information privacy and data security including incident investigation and breach response management, regulatory compliance, privacy and security policy review and drafting, and cyber risk management. Justin speaks frequently to various groups and organizations on the topic of information privacy and cybersecurity.
Justin is a Certified Information Privacy Professional/US (CIPP/US) and a Certified Information Privacy Technologist (CIPT) through the International Association of Privacy Professionals. He is a 2001 graduate of Wake Forest University and holds a law and MBA degree from the University of Memphis.
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The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality,
multi-disciplinary education. Programs are COMPLIMENTARY.
Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend.
Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending if you have any questions with regard to the availability of credit.
Sponsorship
Webinar sponsorship is available, along with other opportunities to support the association. Email sponsorship@naepc.org to be added to the distribution list for opportunities.
