2018 FOX Family Security Workshop

Overview

Wednesday, Jul 18, 2018 - 07:00am
Thursday, Jul 19, 2018 - 12:00pm
Overview

With serious new challenges to the safety and security of prominent families arising each day, this seems like a good time to come together to hear from experts about the steps we need to take to protect our clients. The FOX Family Security Workshop, July 18-19 in Chicago, will offer insights into the precautions for physical, personal, and cyber security.

Like every FOX workshop, the education not only comes from the experts who are speaking but also from your peers—the other attendees—who will be learning with you and sharing their questions and experiences.


Region

    To give you a flavor of what will be covered, here are a few of the session titles:

    • Hacking Demystified
    • Protecting Your Family – The Importance of a Holistic Approach
    • Be a Better Partner: Strategies for Securing Your Communication with Trusted Advisors
    • Personal Security 101
    • A Hacker’s Guide to Physical Security
    • Cybersecurity: Policies and Practices for Every Family

    Field of Study: Finance - Up to 7 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
     
    Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
     
    Learning Objectives: Upon completion of the program, participants will be able to identify the latest developments and solutions regarding physical, personal, and digital security risks for ultra-high net worth families.
     

    Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.


    Please note that a discount may be available to additional paid attendees from your firm.  Contact Family Office Exchange via phone at 312.327.1221 or email events@familyoffice.com to receive the additional paid attendee coupon code. Registrations are subject to approval by FOX.

    REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

    2018 FOX Family Security Workshop Agenda
    Wednesday, July 18
      
    12:00 pm

    Luncheon

    Choose between a general networking luncheon or joining the FOX Technology Operations and Data Security Network for luncheon discussions.

     
      
    1:00 pm

    Workshop Opening Remarks

    Presenter: Tony Gebely, Chief Technology and Integration Officer, Family Office Exchange

      
    1:10 pm

    Hacking Demystified

    Presenter: Patrick Flanigan, CISSP, CEH, Manager, Plante Moran
    Joe Oleksak, CISSP, CRISC, Partner, Plante Moran
    Colin Taggart, CISSP, CISA, CPA, Senior Manager, Plante Moran

    Organizations value and view security, risk and control differently. Some of these differences are related to risk and threat profiles impacting an organization based on factors such as industry, location, product/services, etc.
    Some differences are related to management's view of commitment to security, and others on experience with prior cyber-incidents. In this interactive session we will illustrate the importance of committing to security through live, real-world examples of hacking, and by discussing controls that we often find missing during our penetration testing, which if implemented, can help you to better secure your organization.

      
    2:45 pmNetworking Break
      
    3:10 pm

    Protecting Your Family – The Importance of a Holistic Approach

    Presenters:
    Rob Gray
    , Senior Director of Executive Security Programs and Operations, Cox Enterprises, Inc.
    Eric Powell, Chief Security Officer, Bayshore Global Management LLC

    As new social and geopolitical conflicts arise, threats to a family’s security and well-being change. This landscape has materially shifted over the last few years and, as a result, families need to be prepared to address a variety of personal, physical, and cyber risks. In this session, family security directors from two single family offices will share strategies they use to protect the interests of the global, multigenerational families who employ them. They’ll also lead the group in a risk assessment exercise and share the best practices and technologies used to mitigate risk.

      
    4:50 pmDay 1 Closing Remarks
      
    5:00 pmWorkshop Reception
      
    2018 FOX Family Security Workshop Agenda
    Thursday, July 19
      
    7:45 amBreakfast
      
    8:30 am

    Opening Remarks

    Presenter: Tony Gebely, Chief Technology and Integration Officer, Family Office Exchange

      
    8:40 am

    Be a Better Partner:  Strategies for Securing Your Communication with Trusted Advisors

    Presenter:  Steve W. Locke, CISSP, Director of Security Technology, Northern Trust

    Financial institutions are critical partners of family offices. Security experts cite cyber threats as one of the top risks to financial markets. Financial institutions are continually challenged by the speed of technological change and the increasingly sophisticated nature of threats. Hear from a leading financial institution technology security expert about threats to the landscape, what they are doing to monitor and mitigate these risks and how a family office can implement security practices that will protect their financial assets and transactions.

      
    9:30 amNetworking Break
      
    10:00 am

    Peer Dialogues

    In this interactive discussion, participants will break into small groups to discuss their questions about personal, physical and cyber security.

      
    10:50 am

    A Hacker's Guide to Physical Security

    Presenter: Brent White, Sr. Security Consultant, Threat Services, NTT Security

    Join Brent White as he discusses proven methods of bypassing popular physical security controls and employees, using only publicly available tools and social engineering. You'll hear war stories from assessments, and the frightening simplicity of gaining unauthorized physical access to many things from server rooms to Top Secret Ops rooms. These assessments will be broken down to discuss the various social engineering and physical security bypass methods and tools used, as well as remediation recommendations.

      
    11:40 am

    Personal Security 101

    Presenters:
    Rob Gray
    , Senior Director of Executive Security Programs and Operations, Cox Enterprises, Inc.
    Eric Powell, Chief Security Officer, Bayshore Global Management LLC

    In a world where social media makes personal privacy a challenge, how can you keep your family safe? Just as you have a process for evaluating business and investment risks, the process for assessing personal security risks should help you identify areas of vulnerability and outline strategies for mitigating those risks. From travel safety to the bodyguard skill sets, this session will give you the information, tips and tools you need to make smart, practical decisions about personal security for you and your family.

      
    12:30 pm

    Luncheon Session - Cybersecurity: Policies and Practices for Every Family

    Presenter: Cory R. Lunn, CISA, IT Assurance Manager, Wolf & Company, P.C.

    With cyber breaches making headlines with increasing frequency and magnitude and as more and more family offices have become targets of cyberattacks, it is no surprise that concerns about cybersecurity keep family office executives awake at night. During this working lunch, you’ll learn how to have productive conversations with family members about this important topic, how to enhance your current practices, and what steps you can take to develop and maintain a strong cybersecurity program.

      
    1:45 pmClosing Remarks and Adjournment