Online event

FPA MI | March Lunch & Learn Webinar

Virtual through Zoom

Stay at your workstation and experience a virtual presentation!

Fraud Prevention and Cybersecurity:
Latest Best Practices to Strengthen Your Program

Adam Moseley | Director, Business Consulting and Education
Charles Schwab & Co.

Tuesday, March 19th
12:00 pm to 1:00 pm

Virtual through Zoom

This presentation has been approved for 1 CFP CE!

About the Presentation:  Cybersecurity is one of the most important challenges facing advisors today given the persistent threat of fraud and data security breaches, new risks posed by artificial intelligence, and an increased focus from regulators. Establishing and continually strengthening a comprehensive program is integral to maintaining your clients’ trust. Deepen your understanding of:

  • Today’s cyber landscape and latest best practices for protecting your firm and clients
  • How to educate employees about safeguarding firm and client information
  • Approaches for increasing client awareness of fraud tactics and how to avoid them

About the Speaker: Adam Moseley is national director of technology, operations and cybersecurity consulting for Charles Schwab & Co. Adam consults with advisors and is responsible for Schwab's technology consulting team nationwide. This team provides hands-on guidance and consulting support to help investment advisors. The technology consultants help RIAs in various areas including implementing strong cybersecurity practices. Adam has been with Charles Schwab since 1997.


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