Leila Shaver, founder and managing partner of My RIA Lawyer, has a decade of experience providing legal and compliance guidance to the financial services industry with a healthy dose of energy and fun. Her boldness with regulators, comfort working in the gray, and experience as CCO and general counsel to multi-billion dollar companies has made her the go-to provider in the independent space. She is sought after for her expertise as well as her willingness to help business owners meet their goals while complying with state and federal regulations. Through the experience clients have with My RIA Lawyer, Leila is changing how firm owners see compliance and legal providers, not as business prevention departments but business growth consultants.
Sharon Klein
Sharon Klein leads the privacy, security, and data protection group for her law firm, Blank Rome. She advises businesses on assessing and mitigating risks related to the privacy and security of personal data, ownership, and commercialization of data and artificial intelligence; planning, drafting, and implementing privacy, security, and data protection policies and best practices; compliance with global, federal, and state privacy and security laws, regulations, and rules; data governance; and breach response, crisis management, and remedies for non-compliance.
Sharon is certified as an information privacy professional by the International Association of Privacy Professionals. She has more than 35 years of experience advising clients in all sectors on data privacy, cybersecurity, and complex technology transactions. Her acumen in data privacy stems from her significant experience executing cloud and technology contracts as well as the 12 years she spent as associate general counsel at Siemens Medical Solutions USA.
Summer Parry, CFP® - Moderator
Summer Parry, CFP®, grew up outside of Sacramento, CA with financially astute parents. Her dad is also a CFP® practitioner, and her mother is a real estate investor. Money was a common topic of her childhood – and this propelled Summer in her desire to become a financial planner. Summer graduated from Brigham Young University with a degree in finance and began her career at an independent financial planning firm. After passing the CFP® exam, Summer moved to New York City, where she works at an independent firm providing comprehensive planning to high-net worth executives. Summer has always loved technology and has become an expert in applying new tools into her job as a financial planner.