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New Cybersecurity Rules for Registered Investment Advisors

… protect their clients’ interests and are promulgated under the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Although there are some existing SEC regulations that touch on cybersecurity, there is no comprehensive set of rules that specifically require firms to adopt and implement broad-based cybersecurity risk management programs. The Proposed RIA Rules contain four broad categories of cybersecurity requirements for firms that are registered or are required to be registered with the SEC: Risk Assessments & Policies/Procedures: The Proposed RIA Rules would require firms to conduct cybersecurity risk assessments, document such assessments in writing, and …

https://www.epicbrokers.com/insights/registered-investment-advisors-new-cybersecurity-rules/

National Construction Practice Safety Alert

… of “Fall Prevention”. Employers of companies not exposed to fall hazards can also use this opportunity to have a conversation with employees about the other job hazards they face, protective methods, and the company’s safety policies and goals. It can also be an opportunity for employees to talk to management about falls and other job hazards they see. Who Can Participate? Anyone who wants to prevent hazards in the workplace can participate in the Stand-Down. In past years, participants included commercial construction companies of all sizes, residential construction contractors, sub- and independent contractors, highway construction companies, general industry …

https://www.epicbrokers.com/insights/national-construction-practice-safety-alert/

EPIC Welcomes Shelley Yim

… welcome Shelley to EPIC,” said Steve Denton, EPIC CEO. “Her experience and industry-specific expertise align perfectly with our focus on delivering complex risk solutions with a deep understanding of our clients’ businesses.” “We’re fortunate to add Shelley to our team of experts,” said Marc Kunney, EPIC’s President, Risk Management and National Specialties. “Our clients will benefit instantly from her perspective and expertise, particularly in today’s challenging and dynamic marketplace.” Shelley will work from the firm’s San Francisco office. Learn more about our Risk Management products. Shelley Yim Cell (415) 377-7510

https://www.epicbrokers.com/insights/epic-welcomes-shelley-yim/

Cybersecurity Preparedness Update

… are not required and deploying internal network monitoring. Enable firewall logging at the perimeter and on Windows endpoints, configure NetFlow collectors inside the perimeter and configure DNS logging on DNS servers. Secure and inventory all business-to-business (B2B) VPNs, implement monitoring and determine triggers for disconnecting them to limit risk exposure. Prepare Your Teams Alert teams to suspicious activity. Remind them to examine emails, links, and websites before clicking or responding. Ask your teams to: Follow IT guidelines, be extra vigilant and report suspicious emails Practice good cyber hygiene Ensure all passwords on their systems such as routers or …

https://www.epicbrokers.com/insights/cybersecurity-preparedness-update/

Alex Jerez Joins EPIC

… noted Clark. “His hands-on Charter School experience will contribute to the provision of best-in-class service to our clients.” Jerez joins EPIC as a founder of Sprout LLC, where he developed relationships with Greater New York City regional charter schools. In this role, he assisted clients in budget management, analyzed variable project costs and synthesized school expansions. His non-profit experience includes serving as senior director of operations and finance at the Dr. Richard Izquierdo Health and Science Charter School. In this role, he supervised multiple departments while developing a multi-million-dollar budget. Jerez also implemented a …

https://www.epicbrokers.com/insights/alex-jerez-joins-epic/

EPIC Adds Joseph Freeman

… from Beecher Carlson where he served as Director of Risk Control. In this role, he led a national team responsible for assisting clients in risk reduction strategies. His areas of industry expertise include transportation, hospitality, healthcare, retail, energy, and manufacturing. He helped clients identify cost-drivers associated with their casualty risk management programs, and then helped develop and implement processes to minimize those costs. This included services in a broad range of areas, including cost allocation and performance measurement, risk management programs and procedures, client-specific training modules, risk management program auditing, site safety evaluations, ergonomic assessments, driver safety, and …

https://www.epicbrokers.com/insights/epic-adds-joseph-freeman/

Kristine Mendez Joins EPIC

… private and public sector, with revenues that range from $30MM – $2.5B.  She is also an experienced subject matter expert in placing and managing Subcontractor Default Insurance (SDI). Mendez joins EPIC from AON, where she was a director. In this role, she was responsible for delivering expert consulting, placement, and management of her client’s surety and SDI needs.  Her background also includes experience as a client advisor at Marsh. She will leverage her background in the surety and construction industry by bringing to bear her 20+ years of experience. “We are excited to welcome Kristine as we continue the …

https://www.epicbrokers.com/insights/kristine-mendez-joins-epic/

Webinar Recording Now Available: Employment Law & Benefits Update

… Berliner Cohen, LLP, is a highly-respected Northern California full-service business law firm. Berliner Cohen’s diverse business practices help guide business of all sizes through the challenges of owning, operating and succeeding in California. We seek to provide sound business advice from incorporation, to ongoing day to day management, whether your needs involve advising on corporate structure, employment advice and counsel, or leasing and real estate development. As your business grows, our award-winning tax and estate planning attorneys will guide you in protecting your assets, your wealth and planning for future generations. ADDITIONAL RESOURCES  DOWNLOAD PRESENTATION PLAY …

https://www.epicbrokers.com/insights/employment-law-benefits-update/