Financial Planning Association Presents Cybersecurity: How to Protect Your Business

Tuesday, September 12, 2017 Alliance Series

4:00 - 6:00 pm  •  City Club of SF, 155 Sansome Street, San Francisco, CA 94104


CFA Society San FranciscoCybersecurity is a significant regulatory and business risk that affects nearly all firms. This “how to” session will describe practical, economical and effective safeguards firms can employ to protect their business from cyberattacks. Included are a number of tools and templates attendees can utilize including a Cybersecurity Readiness Assessment Tool, IT Vendor Due Diligence Checklist and Sample User Awareness Training memos. At the end of this session you will understand how to employ defensive strategies such as defense in depth and the principle of least permissions. Cybersecurity demands your utmost attention and this session promises to be enlightening.

FPA is offering their member rate to FWSF members. Use code ALLIED25 when registering to get this discount.



Craig Watanabe, Chief Compliance Officer, American Financial Network Advisory Services

Mr. Watanabe has been a Financial Adviser and Chief Compliance Officer with American Financial Network Advisory Services, LLC (“AFN”) since August 2017. Mr. Watanabe entered the securities industry in 1983 and has been a successful financial planner, Branch Manager, Operations Manager, Chief Compliance Officer and Chief Operating Officer. Mr. Watanabe has broker-dealer and investment adviser compliance experience covering retail brokerage, market making, research, investment banking. insurance, commodities, retail investment advisory and ERISA plans.

In his current role as a financial adviser with AFN, Mr. Watanabe works with corporate executives and business owners to assist in growing and protecting their business as well as preparing for the ultimate transition away from the company. Mr. Watanabe also works with the personal wealth management team at AFN which helps the corporate executives and business owners manage their own personal finances.

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