Events

The San Francisco Chapter holds Brown Bag Lunch  Meetings, Field Trips, Chapter Meetings, and a Spring Conference in San Francisco. All registration is online. 

Cancellation Policy: Cancellations received five (5) business days prior to an event are eligible for a refund. Substitutions are welcomed at any time. Thank you for understanding our need for a cancellation policy due to our commitments for meeting rooms and food and beverage. 

Upcoming Events 

    • May 19, 2022
    • 11:00 AM - 12:00 PM
    • Virtual Zoom Meeting
    Register



    Data Management - Cyber Insurance 101

    Please join us!
    Thursday, May 19, 2022
    11:00 a.m. - 12:00 p.m.

    Speakers

    Francis Tam
    Partner, Moss Adams LLP

    Lilian Morvay, JD
    Principal and Founder
    Independent Broker Dealer Consortium LLC


    Francis is a Partner at Moss Adams who has practiced public accounting with a focus on risk and compliance consulting since 1994. He concentrates on risk mitigation activities relating to information technology and security. His expertise includes the application of industry-specific cybersecurity frameworks including the payment card industry (PCI-DSS) security framework, National Institute of Standards and Technology (NIST) cybersecurity framework, AICPA’s system and organization controls (SOC 1-2-3) guidance, and others.

    Francis helps his clients develop a comprehensive approach to information security and technology controls, which may include cost-benefit or system analyses, compliance and internal controls reviews, project management and quality assurance, business process reengineering, penetration testing, external operational assessments, policy development, or financial audits. He works with clients in a variety of industries, including financial services, technology, communications, and life sciences.

    Lilian has over 30 years of legal, insurance and risk management experience in the professional liability arena, with a specific focus on Independent Broker-Dealers and RIAs.  As a litigator, claims director, underwriter, and insurance broker, Lilian has developed a deep understanding of this industry, which she has parlayed into the development of IBDC-RIAC. 

    IBDC-RIAC is an organization comprised of security defense law firms, compliance, cybersecurity, cryptocurrency, ERISA and insurance consultants, the “Member Firms”, that work collaboratively to defend and support IBDs and RIAs.  IBD and RIA members have access to complimentary hotline services, seminars, webinars and an annual risk management conference, provided by the IBDC-RIAC Alliance Members.   The distinguishing feature of IBDC-RIAC is the high level of expertise among the Alliance Member Firms and their willingness to work together in concert for the benefit of IBDs and RIAs.



    Registration fee: $25.00


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    Sponsored by



Western Pension & Benefits Council San Francisco Chapter


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