Lessons from the Cyber Front

It’s a phrase we hear all the time from business leaders:

Let’s face it—cybersecurity can feel overwhelming, especially for executives already juggling growth, compliance, operations, and client expectations. You know cyber risk is real, but between technical jargon, shifting threats, and regulatory pressure, it’s hard to know where to focus—or who to ...

As trusted advisors to businesses and stewards of sensitive financial data, CPA firms face a unique cyber risk profile. But too many firms—especially small and midsize practices—still operate under dangerous misconceptions about cybersecurity.

Why Compliance Matters More Than Ever For small and mid-sized financial services firms, cybersecurity compliance isn’t just about checking boxes—it’s about survival. Both the Federal Trade Commission (FTC) and the Securities and Exchange Commission (SEC) have raised the bar, requiring firms to ...

When it comes to cyber liability insurance, most companies focus on coverage limits, exclusions, and premiums. But one factor often gets overlooked—how penetration testing influences your ability to secure, retain, and actually benefit from that coverage.

When it comes to managing cyber risk, time and budget are always limited. But not all security controls are created equal—some have an outsized impact on both your technical security and your legal and financial exposure.

In cybersecurity, most of the attention goes to technology—firewalls, endpoint detection, encryption, MFA. But when a breach occurs and the dust settles, it's not just your defenses that get scrutinized—it's your documentation.

The term Zero Trust has made its way into nearly every cybersecurity pitch, vendor presentation, and regulatory recommendation. But for business leaders and legal teams, the question remains: What does Zero Trust actually mean for liability exposure when something goes wrong?

Effectively conveying cyber risks to the board is crucial for securing the necessary support and resources. Learn how to present cybersecurity information in a clear, concise, and compelling manner tailored for financial services.