If someone asked tomorrow, could you prove what your firm is doing to protect client data? Join this session for a practical approach to compliance readiness. You’ll leave with a clearer understanding of what strong protection looks like and how to show what controls you have in place.
You’ll learn:
- Why compliance readiness is about protecting trust, not just meeting regulations
- What evidence your firm may need to show clients, insurers, regulators, or leadership
- Common readiness gaps, like undocumented access practices, outdated WISPs, and unclear incident response roles
- How to use the Compliance Readiness Checklist to turn everyday security practices into documented proof
Presenters: Tiffany Caponigro, Product Marketing Manager, Rightworks, and Ian Lee, Senior Product Marketing Manager, Rightworks