The Do’s and Don’ts of Technology in Finance

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In this presentation, IT Security Specialist, Brad Otto dives into how to protect yourself while online. After 20+ years in the IT world, Brad knows how people can get taken advantage of when using the Internet. In this presentation, you will learn how to protect yourself, your business, and your clients from scams and phishing attacks. In these days of spiking Internet usage, it’s more likely “when” rather than “if” when talking about getting hacked. Working in the financial world, we are all targets, but preparing yourself and taking precautions can make a world of difference when attacks do happen. Your clients might already be asking you what precautions you take when working on the Internet, but if a security breach were to happen, they will definitely be asking. You don’t want to miss Brad’s tips on how to defend yourself from online hackers.

Key takeaways:

  • Learn strategies for protection from AND detection of phishing attacks
  • Learn to recognize spam using real world examples
  • Due diligence you need to be doing so your insurance company will be there for you when there’s a breach
  • Recognize potential threats and weak points in your security
  • All attendees will receive Brad’s IT Security Checklist

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“Use the Password Manager Service provided by your Security Software Provider. Be more vigilant and use the 8 layers of security.” -Joe Anthes

“Think. Slow down. Password locker. 2Factor everywhere.” -Chuck Foster Foster

“To have Brad Check my computer.” -Joseph Aragona

“I think I have adequate protection with fax and phone use for all personal and client info. However, welcome the opportunity to chat with Brad. I will send a summary of my 30yrs using the internet. Speak to Brad and my IT guy. Thanks as usual. A stimulating hour and a half.” -Roger Relfe

“Overview of how to deal with attempting hackers.” -Jay Miller

“It’s a jungle out there. Do whatever you can to protect yourself. Learn how to send secure messages.” -Bill Popko

“Be cautious about clicking on links in emails. Use password manager.” -Jim Hatlestad

“Brad was great at making this information useful & easy for regular people to understand. Incorporate a password manager & confirm my backup procedure. Great job.” -Brian Keane

“Will you be offering the CEPS another time? This time of year is a bit crazy since I help my seniors with their Medicare strategies during AEP. Thanks!.” -Mary Gruenberg

“2FA and Multi-Factor, storing passwords, just to name a couple. Implement Brad’s suggestions.” -Melissa Dawson

“I am pretty up to date as secure. Try to be even more stealthy as well as hide! Keep doing what you do. Thanks.” -Robert Rifkin

“Nice to know that I’m doing most of what Brad suggested. Always great to learn new stuff because the bad guys never stop trying new things.” -R Allan Jensen

“Nothing is safe. I’m up to the task, but one can never take anything for granted as far as safety is concerned. You’re doing a great job!” -Tony Betancourt

“I am going to take steps like use a password manage and hire someone to help like Brad. I am going to talk to clients about security and share info. You guys are awesome, thank you.” -Dan Cairns

“Use a password manager. Check for cyber security insurance.” -Judith Shonnard

“Slow down and think before I click. Be more mindful.” -Heather Lindsley

“Two factor authentication for fax and email. Get our IT looked over.” -Grant Thompson

“References.” -Robert Stoltman