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Security and Privacy Issues for Fiduciaries and Clients

Aired: Thursday, February 7, 2019

2.5 CTFA, 2.5 CSOP

The privacy compliance and cybersecurity concerns for fiduciaries and clients include providing personal security for clients and their families as well as the security of physical and electronic data.

Discussion Highlights:

  • Security of written data
  • Security of electronic data
  • Protection against cyberattacks
  • Protection of tangible assets
  • Personal safety steps for clients and fiduciaries


  • Thomas W. Abendroth, Partner, Schiff Hardin LLP


  • Emily P. Gordy, Partner, McGuireWoods LLP
  • Anne S. Peterson, Counsel, McGuireWoods LLP
  • Janet Peyton, Partner, McGuireWoods LLP


 Continuing Education Credits


ABA Professional Certifications has approved this program for 2.5 CTFA and 2.5 CSOP continuing education credits for the live program and the recording. 

Recordings are not eligible for CFP credits.

CPE logoRecordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

​Questions? Please contact Linda Shepard / Cari Hearn for more information.




  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs

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