CIPM

FPF Celebrates 15 Years! Spring Social Marks Board Transition as Data Protection Leaders Toast to FPF’s Success

Retrieved on: 
Thursday, April 18, 2024
Metaverse, Element, FPF, Legislation, Congress, European Data Protection Supervisor, Disagreement, Commissioner, Policy, Trilegal, Artificial intelligence, GPS, Privacy, House, Pet, Publication, IAPP, Progress, Advertising, CIPM, Commerce, API, Safety, State of Play, Senate, Prosus, Federal Trade Commission, FTC, Internet service provider

Leaders in Data Protection Take Center Stage at FPF’s Spring Social The week started with FPF’s 15th Anniversary Spring Social, where FPF CEO Jules Polonetsky thanked FPF’s Board Chair and Founder Chris Wolf, who served for 15 years, and welcomed FPF’s new Board Chair, Alan Raul. Three leading data protection regulators lauded FPF’s effectiveness in [?]

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Leaders in Data Protection Take Center Stage at FPF’s Spring Social The week started with FPF’s 15th Anniversary Spring Social, where FPF CEO Jules Polonetsky thanked FPF’s Board Chair and Founder Chris Wolf, who served for 15 years, and welcomed FPF’s new Board Chair, Alan Raul. Three leading data protection regulators lauded FPF’s effectiveness in [?]

Privacy Ref and Exterro Join Forces to Deliver Enhanced Data Privacy and Compliance Solutions

Retrieved on: 
Tuesday, March 26, 2024
PIPL, Organization, Partnership, International Association, Knowledge, GDPR, LGPD, Research, Policy, Privacy, Information privacy, CIPM, Data mining, Medical device

PORTLAND, Ore., March 26, 2024 (GLOBE NEWSWIRE) -- Exterro, a leading data risk management software company, and Privacy Ref, a leading privacy consulting firm, today announced a strategic partnership aimed at delivering enhanced data privacy and compliance solutions to organizations worldwide.

Key Points: 
  • PORTLAND, Ore., March 26, 2024 (GLOBE NEWSWIRE) -- Exterro, a leading data risk management software company, and Privacy Ref, a leading privacy consulting firm, today announced a strategic partnership aimed at delivering enhanced data privacy and compliance solutions to organizations worldwide.
  • In an era where data privacy and compliance are paramount, the collaboration empowers organizations to navigate the complex landscape of data protection seamlessly, combining Privacy Ref’s deep knowledge of privacy regulations and Exterro’s innovative software solutions.
  • Privacy Ref is the leading provider of privacy consulting services and the top attended Official Training Partner of the International Association of Privacy Professionals in North America.
  • Their core services include the design, implementation, assessment and review of data privacy programs, privacy training and awareness, and consulting services.

Former Grindr CPO and Tinder Head of Privacy Ron De Jesus Joins Transcend as the First-Ever Field Chief Privacy Officer

Retrieved on: 
Thursday, March 14, 2024
Data Management, Professional Services, Legal, Technology, Software, American Express, Tapestry, Faculty, Thomson Reuters, General counsel, Hinge, International Association, Diversity, Textbook, Match.com, Networking hardware, Tinder, OkCupid, PwC, IAPP, DPO, CIPM, Field, Management

Transcend, the all-in-one data privacy and governance platform, proudly welcomes Ron De Jesus to its leadership team as the first-ever Field Chief Privacy Officer (FCPO).

Key Points: 
  • Transcend, the all-in-one data privacy and governance platform, proudly welcomes Ron De Jesus to its leadership team as the first-ever Field Chief Privacy Officer (FCPO).
  • As the former Chief Privacy Officer at Grindr and its first DPO, Ron pioneered initiatives to safeguard user privacy within one of the world's largest social networking platforms for the LGBTQ+ community.
  • "We are thrilled to have Ron De Jesus join Transcend as our inaugural Field Chief Privacy Officer," stated Brandon Wiebe, General Counsel & Head of Privacy at Transcend.
  • His vision for the Field Chief Privacy Officer role aligns seamlessly with Transcend's commitment to innovation and user-centric privacy practices.

Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team

Retrieved on: 
Tuesday, February 20, 2024
PFS, Financial services, AUM, Return, CEPA, MST, ESOP, CIPM, CDFA, Partner

CLEVELAND, Feb. 20, 2024 /PRNewswire/ -- Return on Life Wealth Partners® is pleased to announce that it has been named to the annual Forbes list of Best-in-State Wealth Management Teams* for 2024.

Key Points: 
  • CLEVELAND, Feb. 20, 2024 /PRNewswire/ -- Return on Life Wealth Partners® is pleased to announce that it has been named to the annual Forbes list of Best-in-State Wealth Management Teams* for 2024.
  • "We believe our highly personalized Return on Life® approach is a true differentiator for our clients and a clear contrast to other wealth management companies."
  • In October 2023, the firm changed its name from Planned Financial Services to Return on Life Wealth Partners to further emphasize its personalized approach to helping clients pursue the Return on Life® they desire.
  • Upon reaching these milestones, Return on Life Wealth Partners plans to transition to an employee stock ownership plan (ESOP).

“For the Industry, By the Industry”: CAIA Association Unveils Completely Redesigned Fundamentals of Alternative Investments Program

Retrieved on: 
Wednesday, January 10, 2024
Professional Services, Education, Finance, Asset Management, Continuing, Training, Senior, CAIA, Philosophy, T. Rowe Price, CIPM, Investment, Bank, CFA, Morgan Stanley, Language, Chartered Alternative Investment Analyst, Club, Bank of America, Unifi, FAI, Future, FDP, Advisory Council, Fidelity Investments, Growth, Financial adviser

The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today unveiling a completely redesigned and refreshed Fundamentals of Alternative Investments (FAI) program.

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  • The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today unveiling a completely redesigned and refreshed Fundamentals of Alternative Investments (FAI) program.
  • “The first generation of FAI played a critical role at a time when alternatives were just starting to go mainstream,” said Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™.
  • The new FAI is being launched this evening at Unveiling the Future: The Next $20 Trillion in Alternative Investments, Club 101, New York, NY at 5:30pm.
  • “Programs like this will help investment professionals deepen and broaden their understanding of and expertise in the evolving role of private investments in client portfolios.”
    More information on UniFi by CAIA™ can be found here: https://caia.org/programs/unifi

PHILLIPS LYTLE NAMES ANNA MERCADO CLARK CHIEF INFORMATION AND SECURITY OFFICER

Retrieved on: 
Thursday, November 30, 2023
Cloud, Fortune 1000, Organization, Member, American Bar Association, International Association, Master of Studies, Privacy, Science, Information, Cryptocurrency, FIP, Security guard, Information privacy, Culture, Artificial intelligence, CIPP, Daniel Inouye, Security, Cloud computing, CIPM, CISO, Private, AI, Certification, Private law, United Nations, Computer security

BUFFALO, N.Y., Nov. 30, 2023 /PRNewswire/ -- Phillips Lytle LLP announced it has appointed Partner Anna Mercado Clark to become the firm's first Chief Information and Security Officer (CISO). In addition to this new role, Ms. Clark is the first co-leader of the Technology industry team and serves as Phillips Lytle's Data Privacy and Cybersecurity practice team leader, e-Discovery practice team leader, and Cryptocurrency and Blockchain practice team co-leader. 

Key Points: 
  • BUFFALO, N.Y., Nov. 30, 2023 /PRNewswire/ -- Phillips Lytle LLP announced it has appointed Partner Anna Mercado Clark to become the firm's first Chief Information and Security Officer (CISO).
  • Phillips Lytle announced that Anna Mercado Clark will become the firm's first Chief Information & Security Officer.
  • As the firm's CISO, Ms. Clark manages the development and oversight of various aspects of the firm's security policies and programs.
  • Ms. Clark is a distinguished fellow of the Ponemon Institute, a leading research organization focusing on privacy, data security and information management issues.

With Alternative Investments Reshaping Portfolio Construction, CAIA Association and the Financial Planning Association Announce New Partnership to Provide Greater Access to Innovative UniFi by CAIA Platform

Retrieved on: 
Tuesday, July 18, 2023
CIPM, Unifi, Partnership, CFA, Education, Chartered Alternative Investment Analyst, Consumer, Alternative investment, FAI, Research, Finance, FDP, Digital asset, Investment, FPA, CAIA, Financial adviser, Audit

AMHERST, Mass. and DENVER, July 18, 2023 /PRNewswire/ -- The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, and the Financial Planning Association® (FPA®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals, are today announcing a new partnership designed to provide financial planning professionals with greater access to essential educational materials as they work to stay ahead of the fast-moving and rapidly-expanding alternative investment universe.

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  • FPA members can now access and sign-up for the program through an exclusive, member-only listing on the FPA Marketplace .
  • This year's survey revealed that 28% of investment professionals actively invest in or search for alternative investments suitable for their clients.
  • In comparison, 30% are familiar with alternative investments but do not intend to invest in them or recommend them to their clients.
  • FPA members interested in registering for UniFi by CAIA™ can find more information here: https://fpa.chalicenetwork.com/marketplace/unifibycaia
    More information on UniFi by CAIA™, including current offerings, can be found here: https://caia.org/programs/unifi

Meradia Publishes Proprietary Research on the Impact of Asset Manager Growth on Scalability and Operational Efficiency

Retrieved on: 
Tuesday, June 13, 2023
Finance, Consulting, Professional Services, Asset Management, Fintech, CIPM, Growth, Senior, Intelligence, AUM, CFA, Research, Risk, CAIA

Meradia , a global leader in consulting for investment operations and technology, announced the publication of a proprietary research study seeking to identify the impact of growth on asset management firms’ ability to scale operations and achieve profitability.

Key Points: 
  • Meradia , a global leader in consulting for investment operations and technology, announced the publication of a proprietary research study seeking to identify the impact of growth on asset management firms’ ability to scale operations and achieve profitability.
  • In Q1 2023, Meradia conducted a survey to gather intelligence regarding how asset managers handle growth through a lens of investment performance and operation.
  • Using the intelligence gathered in the survey, Meradia’s Jonathan Boersma, CFA, and Jose Michaelraj, CIPM, CAIA, set out a framework for maintaining operational efficiency even during periods of large-scale growth.
  • The framework and further study results can be found in Meradia’s latest publication, Solving for Scale: Transforming Investment Operations to Meet Rapid Growth.

OneTrust's Arshdeep Sood is Named in the Top Women in Media & Ad Tech Awards

Retrieved on: 
Thursday, May 25, 2023
FIP, Utah Tech Trailblazers women's basketball, CIPM, Advertising, Arshdeep, IAPP, ETG, Intelligence, Woman, Georgia Institute of Technology College of Computing, OneTrust, Mentorship, Adtech (company), DE, Trust, European Information Technologies Certification Institute, IAB, Computer engineering, Engineering, STEM, Science, Privacy

ATLANTA, May 25, 2023 /PRNewswire/ -- OneTrust, the market-defining leader for trust intelligence, is pleased to announce that Arshdeep Sood, Senior Solutions Engineer at OneTrust, has been named one of the 2023 Top Women in Media & Ad Tech by AdExchanger and AdMonsters. The annual awards recognize, celebrate, inspire, and bring together the women who are making an impact in the greater digital media and advertising technology community. Arshdeep, a passionate engineer and privacy expert, was named in the Tech Trailblazers category, which honors tech-focused women who are creating and improving ad tech and media products.

Key Points: 
  • Arshdeep, a passionate engineer and privacy expert, was named in the Tech Trailblazers category, which honors tech-focused women who are creating and improving ad tech and media products.
  • "It's an incredible privilege to be recognized among such talented and inspiring women," said Arshdeep Sood, Senior Solutions Engineer at OneTrust.
  • "Women are still widely underrepresented in STEM roles like engineering, which makes the honor of Tech Trailblazer even more meaningful.
  • "The Top Women in Media and Ad Tech Awards provide a platform to highlight the immense impact of women in the media and ad tech space.

(ISC)²'s Inaugural Spotlight Event on Governance, Risk and Compliance Draws 3,000 Cyber Pros

Retrieved on: 
Wednesday, May 3, 2023
CIPM, Risk, The Spotlight, Senior, Bjerke, GRC, Gartner, Education, Policy, CIPP, Business, ISC, Intelligence, ITIL, Certification, Target, Organization, Spotlight, Security, CCNA, Truist Financial, Associate, Knowledge, SVP, CISSP, CPE, Medical device, Risk management, Management, Computer security

ALEXANDRIA, Va., May 3, 2023 /PRNewswire/ -- (ISC)² – the world's largest nonprofit association of certified cybersecurity professionals, today kicks off the inaugural (ISC)² Spotlight on Governance, Risk and Compliance, with more than 3,000 cybersecurity professionals in attendance. The two-day virtual event is taking place on May 3 and May 4 from 10 a.m. to 1:05 p.m. ET each day. The event allows attendees to learn about the latest challenges and best practices in governance, risk and compliance (GRC) from industry experts and thought leaders.

Key Points: 
  • The event allows attendees to learn about the latest challenges and best practices in governance, risk and compliance (GRC) from industry experts and thought leaders.
  • The Spotlight begins with a session titled "Cyber Risk Excellence: Risk Infused with Threat Intelligence, a Secure Culture and Partnerships," from Brenda Bjerke, CISSP, CIPP, Senior Director of Cybersecurity, Target.
  • Bjerke will cover how internal collaboration and cyber risk and threat intelligence partnerships drive meaningful conversations about risk tolerance, governance and policy.
  • The event agenda also includes sessions and panels on:
    Cyber Risk is Business Risk: Maximizing Your Cyber Insurance Coverage with Attack Surface Risk Management
    All sessions will be moderated by Brandon Dunlap, Senior Executive Partner, Security & Risk Management, Gartner.