Risk Management

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BREAKOUT D: Matters of Security: A Family Case Study
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In today’s ever-connected world, security threats continue to evolve while the sources of threats remain elusive and sophisticated. In this session, our security expert, John Lugiano, will share designs on systems and processes he has successfully implemented to analyze and mitigate personal, physical, and cyber-related security threats.

Don't Get Swiped: How to Minimize the Risk, Monitor and Manage the Damage to Protect Your Identity and Finances
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In this session, join best-selling author and identity theft expert, Adam Levin, as he provides you with the blueprint to navigate a dangerous digital world. Adam offers essential tools to minimize your exposure to fraud, strategies to monitor your sensitive personal and financial accounts, and solutions to manage the damage if you become the victim of an identity theft incident.

The Do's and Don'ts of Premarital Agreements
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If a premarital agreement is a prerequisite to getting married, doing all you can to ensure that your agreement will be upheld against a future challenge should be your guiding priority. Accordingly, there are some helpful tips—the do’s and don’ts—to consider with respect to a premarital agreement. When thoughtfully negotiated and wisely drafted, a premarital agreement should ultimately satisfy both parties. However, if this is not possible to achieve, other alternatives may be available to provide adequate protection of your premarital assets.

Evolving Directors & Officers Liability Environment: Emerging Issues & Considerations
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When it comes to directors and officers liability, three words really matter: Are you Protected? Through a combination of strong corporate governance, broad corporate indemnification, and directors and officers (D&O) liability insurance and other coverages, company directors and officers can help protect their personal assets. In this Board Leadership Series report, it provides issue summaries, checklists, and discussion guidelines to help directors and officers consider how their exposure may be evolving in the changing risk landscape and how to respond to emerging issues.

The Basics of Outside Directorship Liability Coverage
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Senior leaders increasingly take opportunities to sit on boards or serve as executives of outside entities. But while serving in that capacity, is an individual director or officer covered under his/her organization’s directors and officers (D&O) liability insurance policy? Although such opportunities may benefit all companies involved, it also raises significant liability issues. As a result, it is critical to understand how D&O insurance protects executives that serve on other companies’ boards.

D&O Coverage Considerations Ahead of an IPO
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The private business you started years ago has grown steadily and you’re now considering taking it public. Going public is a significant milestone that can offer many financial benefits. But an initial public offering (IPO) also materially changes a company’s risk profile and adds significant exposure to the personal assets of its directors and officers. Ensuring you have comprehensive directors and officers liability (D&O) insurance in place will be critical to all involved.

Why Your Board Should Refocus on Key Risks
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Companies manage many risks, and it’s easy for boards to get bogged down discussing financial and compliance risks. But that can mean they’re not paying enough attention to risks that are truly critical, including cybersecurity that is continually evolving or threatening. Directors need to make sure they have an effective risk management (ERM) program and are focusing on the right key risks—the ones that could spell success or failure for the company.

Toward New Possibilities in Threat Management
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Today, more business and IT executives are implementing dynamic threat intelligence and information sharing to shift cybersecurity and privacy capabilities from reactive to proactive. They understand that they can build business advantages and customer trust by detecting, responding to and mitigating cyberthreats in real time.

Assessing the Threat: Cyber Incidents and Identity Theft
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As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch this session and learn: