Detailed Agenda

Cybersecurity for Retirement Professionals, hosted by Charles Schwab Trust Bank

Wednesday, October 28, 2020

11:30 am – 11:38 am Welcome

Kristin Judge, Cybercrime Support Network
Tim Rouse, SPARK Institute

11:38 am – 11:45 am Opening Remarks

Congressman Jim Langevin, D-RI

11:45 am – 12:00 pm Keynote: The Fiduciary’s Role in Managing Cyber Threat and Preventing Fraud

Timothy Hauser, Deputy Assistant Secretary for National Office Operations, Dept. of Labor
The Department of Labor views cybersecurity and fraud prevention as a critical part of a fiduciary’s responsibility. In this keynote, you will get a high-level view from the DoL stressing the need to be attentive to cyber-security, broadly outlining some best practices and sharing some of the cases the Department is working on.

12:00 pm – 12:20 pm Break with Exhibitors / Speaker Q&A

12:20 pm – 12:50 pm Current Threats in the Retirement and Financial Industry

Lisa Tassara, Charles Schwab (moderator)
Matt Noyes, U.S. Secret Service
Kara Suro, Charles Schwab
The current and emerging threats of the retirement industry (both non-banking and banking) such as ransomware, business email compromise, social engineering, credential stuffing, account takeover (ATO), and DDoS ransom.

12:50 pm – 1:10 pm Break with Exhibitors / Speaker Q&A

1:10 pm – 1:40 pm Protecting Your Business as a Plan Sponsor

Kristin Judge, Cybercrime Support Network (moderator)
Kevin Dillon, CISA
Melinda Emerson, author of Fix Your Business
Todd Kossow, Federal Trade Commission
Kiersten Todt, Cyber Readiness Institute
Focus: Ways to secure your business using limited funds; free resources such as security assessments and penetration testing; the importance of password management; understanding that findings discovered by GOV agencies can’t be shared “against you.”

1:40 pm – 2:00 pm Break with Exhibitors / Speaker Q&A

2:00 pm – 2:30 pm Protecting Your Employees

Kristin Judge, Cybercrime Support Network (moderator)
Mary Balogun, Cyfendry Consulting
Brian Gattoni, DHS Cybersecurity & Infrastructure Security Agency
Eva Velasquez, Identity Theft Resource Center
Focus: Steps you can take to protect your participants (employees), including both technical and non-technical best practices, such as MFA, credit report freezing, account registration, account verification (ACH anti-fraud), and conveying that having more contact info for employees means greater chances of catching fraud early.

2:30 pm – 2:50 pm Break with Exhibitors / Speaker Q&A

2:50 pm – 3:20 pm What Comes Next? Looking Beyond 2020

Tim Rouse, SPARK Institute
Michael Daniel, Cyber Threat Alliance
Matt LaVigna, National Cyber-Forensics and Training Alliance
Focus: The technologies and processes that are showing some early success (biometrics, user behavior analysis, identify proofing) as well as potential disruptors (quantum computing, AI, machine learning).

3:20 pm – 3:40 pm Closing Remarks

Tim Rouse, SPARK Institute

3:40 pm – 4:00 pm Break with Exhibitors