Strengthening Your Cybersecurity and Protecting Client Data

The February Financial Counseling call with AFCPE and FPA will be held on Thursday, February 20th at 12 pm ET.

Guest speaker Natalie Berthe will be presenting, "Strengthening Your Cybersecurity and Protecting Client Data."

In today’s digital landscape, maintaining client confidentiality and trust is essential. As financial professionals, our responsibility extends beyond providing sound advice—it includes safeguarding sensitive information. The good news is that enhancing cybersecurity is simpler than it may seem. In this session, we will discuss how common cybersecurity vulnerabilities can compromise client data and explore strategies for addressing these weak links. Attendees will gain practical, actionable steps for protecting online security and upholding their ethical duty to clients. You will leave this session with several key strategies that you can implement immediately.

Cybersecurity, at its core, is a people problem, not an IT or tech problem. That means we need to change the way people think about online security and teach them how to implement security measures in a way that makes them feel empowered.

As a cybersecurity and infosec expert, Natalie’s goal is to demystify cybersecurity. Her focus is human-centered, so that businesses and people are empowered to take ownership of their online security. Her approach is practical and accessible, in a way that is fun, interesting, and relevant to how people navigate their online worlds.

The premise of her work are first, that cybersec isn’t anywhere near as complicated as the gatekeepers would have us believe. And second, that 95% of all breaches are due to human behavior, whether due to ignorance or negligence. Today, the human element continues to be the overriding concern in the cybersecurity industry.

Her course is Secure Your Sh*t: A course for people who’ve been ignoring their online security, don’t know where to start, or what to be confident that they are doing all they can.