Small companies have been significant targets of cybercrimes since 2020. During the same period, each state and agency have begun to adjust regulatory laws and fines to address the outcomes of these crimes.
During our time, we’ll look at the top cybercrimes in the industry, the aftermath of a cybercrime on a small business, solutions to severely lower the risk of an attack on an agency, and best practices for safety and compliance.
Learning Objectives:
- Understand the cybercrime landscape for small businesses.
- Small businesses will understand the risk of cybercrime to their everyday business and the value of their overall business.
- Learn what happens before, during, and after a cyberattack.
- Learn common misconceptions of cybersecurity and an introduction to the facts.
- Small businesses will learn how to dramatically lower their risk of falling prey to a cyberattack.
- Small businesses will understand a basic understanding on the compliance requirements.
Thank you to our Sponsors
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Meet Daniel Metcalf:
Daniel Metcalf has fifteen (15) years in building technology solutions and services and five (5) years providing cyber-solutions to banks, credit unions, and other financial services organizations, so he knows the importance of cybersecurity to all businesses.
With the strong desire to guide businesses and provide solutions, it was an easy decision for Daniel to partner in creating CyberFin, a simple, all-in-one cybersecurity solution.
In addition, he is passionate about sharing knowledge and educating these industries on cybersecurity practices, compliance, and regulatory issues.
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