Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management

Any advisory business is inherently exposed to risk from all directions—cyber threats, vendor relationships, the rate of change, human error and more. Vanessa will discuss:
• Identifying areas of vulnerability to limit risk exposure
• Strategies for proactively assessing opportunities
• The role you and your team play in protecting your firm’s brand, reputation and future

Vanessa Oligino