Technical Topics: We encourage IT professionals with technical roles in your firm to participate on this call.

  • Email retention/archiving policies & retention policies in general
  • Security permissions – MFA token timeouts, etc.
  • SOC2 Type 2 compliance – who needs it and best practices
  • Vulnerability Management – besides the required annual pen test, what firms are doing to manage
  • Access abroad – what is your firm doing to facilitate secure, reliable access to corporate systems from abroad

Facilitators:
Steering Committee Member: Shawn Drourr, Kerkering Barberio
Member Firms: Tyler Kaberline and Alex Grosse, Anders; and John Hayward, Miller Kaplan