Our Events Archive
Software Demonstration
Interested in learning more about PensionPro? Join us for a free software demonstrations to learn about how we handle 5500s and many other of the key features on April 1st at 2.00pm ET. Register here.
DOL Cybersecurity Guidance
By now, everyone should have at least heard that the DOL released soft guidance regarding cybersecurity and expectations for service providers. In the field, the DOL is already asking for the recommended documentation during investigating. This is a further...
The CARES Act Applied (Session 2)
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don't miss TPA expert and ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
The CARES Act Applied (Session 1)
2020 has been filled with new legislation that affects the retirement plan industry. From the SECURE Act to the CARES Act don't miss TPA expert and ERISA Attorney Ilene Ferenczy explain how these changes affect your TPA compliance operations. These...
Responding to Incidents (Breach, Service, Systems)
(Open to owners and management only) Your mitigation plans are in place and your employees are prepared, but an incident occurs. Now it’s time to put your incident response plan into action, ensuring that transparency is among the highest priorities. Takeaway...
Cyber Security Insurance Policy Review
(Open to owners and management only) Do you know what your cyber security insurance policy covers? Do you know what penalties are incurred if you experience exposure? Get an insurance attorney’s perspective to ensure you’re covering all your bases. Special Guest...
Security Awareness (Part 2)
How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
Security Awareness (Part 1)
How can you better protect yourself from cyber threats? Join us for foundational security training to learn best practices on protecting yourself from cyber attacks.
Planning for Disaster
(Open to owners and management only) You’ve heard it before and it’s never been more relevant: failing to prepare is preparing to fail. Discuss how to prepare for a disaster so that your business suffers minimum downtime. Business continuity and data recovery are...
Managing Risk
(Open to owners and management only) Learn best practices for evaluating both internal and external threats to your organization. We will focus on data, personnel, and technology to create tangible plans and policies. Takeaway Templates: Vendor Security Checklist,...
Preparing to Work Anywhere
(Open to owners and management only) There are countless reasons your employees need to work from home. Learn how to deploy a remote work environment, with a special look at industry vendors who have cloud-based software offerings. Takeaway Template: Remote Work...
Security for Operations
(Open to owners and management only) Take a high-level look at how your firm conducts its business through the lens of security. We’ll talk about what cloud and physical security measures you should consider employing, as well as how each individual contributor in...
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