Podcasts about cipm

Talar Herculian Coursey is the GC and VP HR for ComplyAuto, a SaaS company serving auto dealerships in the US. Talar was previously the GC for Vista Ford and a file clerk, associate, and partner at the national labor and employment law firm, Fisher Phillips LLP. Talar is licensed to practice law in California and Utah. She is also a CIPP, CIPM, certified yoga instructor, certified life coach, and a retired dog walker. In this episode… Knowing the types of data a company collects is essential for building strong privacy and security practices. Many organizations collect a wide range of sensitive information, including financial data, identity documents, and data created through connected technologies. Employees often rely on text messages and mobile apps to communicate, creating touchpoints where sensitive information is shared with third parties. So, how can general counsels and privacy pros safeguard sensitive information while accounting for the risks introduced by third-party vendors?  Protecting sensitive information starts with establishing policies and processes that reflect how data flows through an organization and understanding how teams communicate with consumers. That's why it's important to provide employees with secure, encrypted channels when communicating with customers. Customized training is equally important, and using gamification and tailored phishing simulations helps engage employees, deepen their understanding of the sensitive information they handle, and improve their ability to recognize potential privacy and security risks. By pairing these tools with training that is specific to the work environment, general counsels and privacy pros can help employees stay vigilant and reduce the likelihood of privacy and security incidents.  In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels talk with Talar Herculian Coursey, General Counsel and Vice President of Human Resources at ComplyAuto, about managing privacy and security risk tied to data collection practices. Drawing on her experience in the automotive dealership industry, Talar explains why understanding the types of data companies collect is critical to building effective privacy and security programs. She explains how companies can strengthen their defenses through encrypted communication tools and customized employee training programs. Talar also outlines the significant risks posed by third-party vendors and offers practical tips for managing these risks.

In this Ask Monument Anything episode, we're answering real questions from listeners of the show. From a question about Michael Burry's bold predictions and why they continue to draw attention, to a discussion of Bitcoin's unusual performance in 2025 and the renewed curiosity around gold as a potential safe-haven asset, the conversation then shifts to private credit's emerging role inside 401(k) target-date funds.   Key takeaways: • The patterns that show up again and again when attention-grabbing forecasts circulate • Forces that pushed Bitcoin into an unexpected direction this year • A renewed focus on gold as investors look for steadier ground • Some new considerations for retirement savers as private credit enters target-date funds • Shifts in interest rates that reshape valuations and private-market activity • Context that helps separate meaningful insight from fast-moving headlines   Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 – Your Questions Answered in This Episode 2:58 – The Michael Burry Obsession and Timing Challenges 10:20 – Consistency Over Hero Trades 12:40 – Bitcoin's 2025 Divergence and Crypto Volatility 20:10 – Supply, Demand, and the Case for "Own It or Don't" 23:15 – Private Credit in 401(k)s: Fees, Liquidity, and Hidden Risks 34:05 – Bonus Question: Rate Cuts and Private Equity Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    Markets are noisy. Your time is limited. Off The Wall cuts through the clutter. Hosts Dave Armstrong, CFA and Nate Tonsager, CIPM bring you straightforward, candid insights about what's really moving markets and why it matters for successful investors. From economic shifts to portfolio positioning, we break down the complexities so you can invest with intention and stay grounded when headlines and life feels chaotic.   Learn more about our hosts on our website at https://monumentwealthmanagement.com 

Liting Cong is Legal Counsel at ASICS, one of Japan's most successful sportswear companies. Liting shares her journey through the lens of Japanese aesthetics, particularly the concept of wabi-sabi or embracing imperfection, impermanence, and incompleteness. If you're considering an in-house career in Japan, curious about human-centric AI, or looking for wisdom on embracing life's uncertainties, you will enjoy the metaphor Liting shares about building a beautiful garden. More on that inside this episode! If you enjoyed this episode and it inspired you in some way, we'd love to hear about it and know your biggest takeaway. Head over to Apple Podcasts to leave a review and we'd love it if you would leave us a message here!In this episode you'll hear:How Japanese martial arts and dance became a source of peace and resilience during challenging timesThe evolution of in-house counsel roles beyond gatekeeping and contract reviewPractical strategies for unlearning perfectionism that Liting uses herself at workWhy ideation is a lawyer's secret weapon in the age of AILiting's favourite book and other fun facts About LitingLiting Cong is a Legal Counsel at ASICS Corporation, where she leads global privacy, AI governance, and digital initiatives in the Legal Department. She graduated from Grinnell College in 2011, and University of Toronto Faculty of Law in 2014. She was admitted to the bar in Ontario in 2015, and in New York in 2019. Before relocating to Japan, Liting gained diverse international experience at King & Wood in Shanghai, Shin & Kim in Seoul, and Stikeman & Elliott in Toronto, and started her own practice as a sole practitioner in Toronto.In addition to her legal credentials, Liting is a data protection professional with multiple certifications from the International Association of Privacy Professionals (IAPP) for European privacy (CIPP/E), privacy program management (CIPM), and artificial intelligence governance (AIGP). With over a decade of experience living and working in Canada and Japan, Liting brings not only legal expertise but also fluency in the languages--English, Chinese, and Japanese--and a deep understanding of cross-cultural business environments. In 2018, as an avid fan of Japanese arts and culture since childhood, Liting relocated to Japan. She joined Mitsubishi Tanabe Pharma Corporation in Osaka as Legal Counsel, and later SymBio Pharmaceuticals Limited in Tokyo as Legal Manager.In 2023, Liting joined ASICS Corporation in its global headquarters in Kobe. She now serves as the lead in global privacy and AI governance and managing ASICS' digital initiatives across the globe. Liting lives in Osaka with her husband and a cat who enjoys making cameos in Teams calls and supervising all her legal work.  Connect with LitingLinkedIn: https://www.linkedin.com/in/litingcong/ LinksGokan: https://patisserie-gokan.co.jp/item/ The Cultural Map by Erin Meyer https://amzn.asia/d/9w9muCI Connect with Catherine LinkedIn https://www.linkedin.com/in/oconnellcatherine/Instagram: https://www.instagram.com/lawyeronair

Markets feel noisy right now, and investors are asking sharper questions than usual. In this episode of Off The Wall, Nate W. Tonsager, CIPM® and David B. Armstrong, CFA open with the surge in tech valuations and the unusual weight a handful of companies now hold inside the S&P 500. We'll hear about what that concentration means for volatility, why some portfolios feel out of sync with the index, and how listeners can think about risk when the market feels lopsided. Next, they talk about the current labor environment, which is a mix of hiring freezes and productivity changes, and what those signals might suggest for the next stretch of the economic cycle. They reflect on the themes from Warren Buffett's final shareholder letter and the kind of mindset that helps people stay steady through big market swings. Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights: 0:00 - Welcome And AMA Setup 3:23 - Why Tech Valuations Drive Volatility 6:56 - Index Concentration And Investor Tradeoffs 13:30 - PE Ratios, Magnificent Seven, And Earnings Power 19:45 - Risk Management Over Chasing Returns 26:06 - Grading The Labor Market:  31:05 - Layoff Data, AI Productivity, And Hiring 34:00 - Fire Drills For Portfolio Risk   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "Off the Wall":    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com

2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during Covid, as well as a few new ones. Charitable organizations need your donations now more than ever.  In this episode, we're joined by former OFF THE WALL co-host and Partner at Monument, Jessica Gibbs, CFP® as she highlights three current trends in charitable giving and how you can adjust your giving strategy to help make a bigger impact. If you're currently looking at end-of-year giving or planning ahead for next year, be sure to tune in for the full episode.       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 Disclosure 0:24 The Future of Giving 3:13 The State of Nonprofits Today 8:26 Funding Pressures and the Power of Flexibility 14:17 Burnout, Morale, and Donor ROI 21:01 Sustaining Impact Through Multi-Year Giving 26:09 How to Give with Intention 30:42 Closing Thoughts and Resources Resources Mentioned: Check out our sister podcast, Between Sips: https://monumentwealthmanagement.com/between-sips-podcast/   Watch 75th Episode of OFF THE WALL on YouTube: https://youtu.be/pc_3Z7f7CY8   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "OFF THE WALL":    Markets move fast. OFF THE WALL helps you stay one step ahead. Hosts David B. Armstrong, CFA, and Nate Tonsager, CIPM, are talking about the things that Wall Street isn't: breaking down what's really happening in the markets and economy, how it impacts your wealth, and the smart moves to consider right now.    Learn more on our website at https://monumentwealthmanagement.com/off-the-wall-podcast/

South Africa's POPIA uniquely protects both individuals and legal entities, a departure from typical data protection laws. We have focused on understanding this unique figure (Will it one day offer key insights into the complexities arising from the increasing use of AI?) before discussing similarities with the GDPR and international data transfers, both within the SADC region and the wider African continent.Advocate Dirontsho Mohale holds an LLB, postgraduate diplomas in Compliance Management and Senior Management Development Programme from the University of Johannesburg and Regent Business School respectively. She is an Admitted Advocate of the High Court of South Africa, a member and a fellow of the Compliance Institute of Southern Africa - CPrac (SA), International Certified Compliance Practitioner (International Federation of Compliance Associations), is designated Fellow in information Privacy (CIPP/E and CIPM) by the International Association of Privacy Professionals and a FAIS Compliance Officer approved by the Financial Sector Conduct Authority. She is also a former non-executive director on the board of the Compliance Institute Southern Africa and chairs the Social, Ethics, Remuneration and Nominations Committee and a board member of the Each One Hold One.Dirontsho has worked in senior management positions within the financial services sector, locally and internationally, and has over 20 years' experience as a compliance officer as well as in risk, governance and legal. She has occupied compliance roles in some of South Africa's major banks and leading insurance companies. Her most recent roles include Senior Compliance Manager for Data Privacy and Corporate Governance at Discovery Group and Executive: POPIA at the Information Regulator SA as well as the role of a data privacy lead for Standard Bank Group after spending some time as the data privacy lead for Standard Bank South Africa.In her capacity as CEO of Baakedi Professional Practice, she offers governance, risk, legal, ethics and compliance services to organisations including data protection authorities not only within financial services providers, but in general; focusing mostly on data protection and privacy in the SADC region.References:* Advocate Dirontsho Mohale on LinkedIn* Protection of Personal Information Act (POPI Act) - POPIA* South Africa: Amendments to the POPIA regulations (Baker & McKenzie)* SADC: Southern African Development Community* Data Protection: Kenya and the EU launch very first Adequacy Dialogue on the African continent (May 2024). This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.mastersofprivacy.com/subscribe

Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors along, with Mercer Advisors colleague Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS, Director of Financial Planning. They discuss how you may be impacted by the changes. Listening Time: 28 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

It's the start of a new quarter, which means it's time for a market recap and our special “Ask Monument Anything” segment. David Armstrong, CFA, gets back together with Erin Hay, CFA, CMT, and Nate Tonsager, CIPM, to walk through the latest market moves, where momentum is showing up, and what investors should be paying attention to. This quarter, they dig into alternatives, gold's surprising surge, and whether today's bull market has more room to run. They also share candid thoughts on cash, dividends, and why being intentional with your portfolio matters more than chasing the latest trend. It's a thoughtful look at what's shaping the markets today and how those themes might matter for investors moving forward. Tune in!! Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights: 0:00 – Disclosure 0:53 – Market recap 7:01 – Alternatives explained 10:30 – Private equity pitfalls 14:39 – Gold's big rally 22:20 – Bull market signals 25:46 – Cash and dividends 37:02 – Final thoughts 41:30 – Disclosure   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   David Armstrong on LinkedIn: https://www.linkedin.com/in/davidbarmstrong/   Nate Tonsager on LinkedIn: https://www.linkedin.com/in/nate-tonsager/   Erin Hay on LinkedIn: https://www.linkedin.com/in/erinhay/    About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our host Dave Armstrong on our website at https://monumentwealthmanagement.com 

In today's privacy-first world, organizations must build structured and scalable privacy programs to stay compliant and earn trust. This session dives into the Certified Information Privacy Manager (CIPM) framework, offering a practical, real-world approach to developing and managing privacy initiatives aligned with GDPR, CCPA, and global data protection laws.You'll learn how to establish a privacy governance structure, perform risk assessments, and integrate privacy by design into business operations. We also explore real-world case studies, career insights, and expert strategies to help you advance your data privacy journey—whether you're preparing for the CIPM exam or implementing privacy practices at scale.

Wolfgang and Jack are joined by : Susan Anderson, CFA – Managing Director, Senior Retail Research Analyst at Canaccord Genuity    Andrew Pennington CFA, CIPM, MBA – Product Specialist at Canaccord Genuity Wealth Management

Send us a textOn this episode of @SeriousPrivacy, hosts Paul Breitbarth and Dr. K Royal (Ralph wasn'  able to join us in DC) catch up with Tahu Kukutai, Professor, The University of Waikato; Jade Makory, CIPP/E, CIPM, CIPT, FIP, Legal and Advocacy Director, Data Analytics Kenya, and Privacy Expert, PwC (on Sabbatical); and Shana Morgan, AIGP, CIPP/E, CIPM, FIP, Global Head of AI / Privacy, L3Harris Technologies - just after the first IAPP panel on indigenous privacy at GPS25 (moderated by Shoshana Rosenberg). Fabulous and enlightening.   Powered by TrustArcSeamlessly manage your privacy program, assess risks, and stay up to date on laws across the globe.With TrustArc's Privacy Studio and Governance Suite, you can automate cookie compliance, streamline data subject rights, and centralize your privacy tasks—all while reducing compliance costs. Visit TrustArc.com/serious-privacy.If you have comments or questions, find us on LinkedIn and Instagram @seriousprivacy, and on BlueSky under @seriousprivacy.eu, @europaulb.seriousprivacy.eu, @heartofprivacy.bsky.app and @igrobrien.seriousprivacy.eu, and email podcast@seriousprivacy.eu. Rate and Review us! From Season 6, our episodes are edited by Fey O'Brien. Our intro and exit music is Channel Intro 24 by Sascha Ende, licensed under CC BY 4.0. with the voiceover by Tim Foley.

Sociedade Urgente: Entrevista com tenente coronel da PM e comandante da CIPM, Luciano Jorge que falou sobre dificuldade e desafios da atuação em área conflagrada. 

AI is evolving fast, but what does it mean for how we think, work, invest, and lead? In this episode of Off the Wall, David B. Armstrong, CFA, and Nate W. Tonsager, CIPM, sit down with AI & Exec Advisor and Fractional CMO Liza Adams to unpack AI's real impact and how the most successful leaders are using it. From creating your own GPT to navigating the fear of job loss, they explore how AI is transforming everything from creative thinking to strategic decision-making. Bonus: Liza shares her GRACE framework for writing better prompts and explains why embracing AI as a thought partner—not just a tool—could be the key to staying relevant in a rapidly shifting landscape.   Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 4:51 AI Truths 9:05 Digital Twins and AI as Teammates 14:02 Liza's GRACE Framework 16:31 Evolution of Jobs 26:40 Empathy in AI Adoption 39:20 Making AI Work for Business 44:17 Closing Remarks and Resources   About Liza Adams: Liza Adams is an AI and executive advisor, fractional CMO, and founding partner at GrowthPath Partners. With over 20 years of experience leading businesses and go-to-market teams through industry inflection points, she helps organizations accelerate responsible AI adoption through strategic marketing transformation and applied AI initiatives. Her work has driven measurable impact—achieving 35% better campaign performance, 98% lead qualification accuracy, and 75% faster content creation in just six months.  Recognized as a top AI thought leader by SaaStr and Pavilion, she's also been named one of the “50 CMOs to Watch.” Her insights have been featured in Forbes, MarketingProfs, and more. In this conversation, she shares what it takes to scale teams with both human and AI talent, and why responsible innovation is the key to long-term growth.   Connect with Liza on LinkedIn: https://www.linkedin.com/in/lizaadams/ Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to our Private Wealth Newsletter:    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

Amanda Moore is a seasoned leader with extensive experience in privacy strategy, technology, and operations. She currently serves as the Senior Director of Privacy at DIRECTV, where she oversees the company's privacy program with respect to technology and operations. Prior to her role at DIRECTV, she held pivotal positions at CVS Health and AT&T leading technical and business teams. Her career started in information technology but shifted to privacy before the onset of CCPA. Amanda holds the CIPM certifications and is a OneTrust Fellow of Privacy Technology. In this episode… Many organizations invest in privacy technology expecting it to deliver instant compliance, only to find that it fails to integrate with existing tools or processes. Adoption often lags when internal teams see privacy as a barrier or when tools are implemented without clearly defined goals. Choosing privacy technology before businesses understand the specific problem they're meant to solve leads to confusion, inefficiency, and low adoption. One of the most effective ways to boost technology adoption is to start with a clear understanding of business processes and goals before introducing new privacy tech. Successful privacy programs start by mapping business processes and making small, non-disruptive backend adjustments that minimize disruption. Additionally, building internal awareness through roadshows, clear communication, and simplified privacy impact assessments helps shift perceptions and encourages teams to view privacy as a business enabler. In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels speak with Amanda Moore, Senior Director of Privacy at DIRECTV, about integrating privacy technology into business operations. Amanda highlights how strong internal relationships help position privacy as a business enabler, why reframing communication to various business executives enhances support for privacy initiatives, and how measuring privacy program maturity with the use of technology provides more insight than surface-level metrics. She also discusses methods to increase adoption through internal awareness campaigns and simplified assessments, and the long-term value of reputation-building within organizations.

Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment? In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management's Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025. Dave breaks down where we've seen the biggest market swings, Erin digs into how sector rotation and technical indicators are shaping his outlook, and Nate explains that market volatility works both ways and isn't just to the downside. The conversation then delves deeper into the realities of market volatility, exploring why corrections and sharp sell-offs are less about impending doom and more about natural market cycles. Hear their candid discussion on the challenges of timing the market, the importance of maintaining a cash buffer, and why a long-term strategy remains your best defense amid short-term noise. Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 1:30 What Happened in the Q1 Market 2:40 Important Headlines from Q1 10:17 Tariffs and What They Mean for Investors 15:30 What Investors May Be Missing  25:30 Getting Lost in the Headlines 28:30 How to Deal with Volatility in the Market 37:30 Concluding Thoughts Connect with Monument Wealth Management:    Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to our Private Wealth Newsletter: https://bit.ly/monumentunfiltered   About “Off the Wall”:    OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

In this episode of Alternative Allocations, Tony and Aaron discuss the Total Portfolio Approach (TPA), which shifts from traditional strategic asset allocation to a more goal-aligned investment strategy. They explore key aspects of TPA, including governance, culture, a factor-based lens, and competition for capital. The episode highlights both the challenges and opportunities for advisors in adopting TPA, such as the need for a cultural shift and technical expertise, but also the potential for improved client outcomes and more flexible portfolio construction. Practical steps for implementing TPA, such as making incremental changes and reorganizing the investment team, are also discussed. Aaron sits on CAIA Association's executive leadership team and leads its global content strategy. This includes the development of thought leadership, research, and content agendas, content marketing and brand, and industry events. He also oversees strategy for CAIA's 20 chapters across the U.S., Canada, and Latin America.  Previously, Aaron founded UniFi by CAIA™, an online platform dedicated to educating the private wealth management industry on alternative investments. He has also sat in various other content development and educational programming roles at CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA's educational programs, numerous academic journals, books, and industry publications. Aaron's industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and defined contribution plan sponsors and participants. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.   Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP | LinkedIn Alternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Punit Bhatia is a knowledgeable and fascinating expert source who can speak to the media about all aspects of data security, privacy, and how they intersect with AI. A recognized thought leader, Punit is a global speaker who has spoken at over 50 events around the world. He is also the author of four industry important books - “Be Ready for GDPR” , “AI & Privacy,' “Be An Effective DPO,” and “Intro To GDPR.” Globally known as one of the world's leading privacy experts, Punit helps businesses create a culture of privacy by establishing a privacy network and training management. Working with professionals in over 30 countries, Punit empowers CXOs and DPOs to identify and manage privacy risks, and to create and implement privacy strategies in a world that is digital, AI-driven, and has data in the cloud. The founder and owner of FIT4PRIVACY, a brand of the Ek Advisory company, Punit is also a board member at ISACA Belgium Chapter and DPO Circle. In the past, he served as a Training Advisory Board member at IAPP. Punit is a certified Fellow in Information Privacy (FIP), CIPM, COP, and CIPP-E. Punit is also the host /creator of the FIT4PRIVACY Podcast which has been ranked amongst the top GDPR podcasts since 2020. Website: http://www.fit4privacy.com/ LinkedIn: https://www.linkedin.com/in/punitbhatia/ Instagram: https://www.instagram.com/punit.world/ Youtube: https://www.youtube.com/fit4privacy Facebook: https://www.facebook.com/FIT4privacy/ Podcast: https://www.fit4privacy.com/podcast CallumConnects Micro-Podcast is your daily dose of wholesome leadership inspiration. Hear from many different leaders in just 5 minutes what hurdles they have faced, how they overcame them, and what their key learning is. Be inspired, subscribe, leave a comment, go and change the world!

Happy 2025! We're reviewing what happened in the markets and economy in Q4 2024 (and 2024 as a whole), noting what caught our attention and why.  In this episode of Off the Wall, hosts Jessica Gibbs, CFP® and David B. Armstrong, CFA® are joined by Monument Wealth Management's Portfolio Management team, Erin M. Hay, CFA®, CMT® and Nate W. Tonsager, CIPM®. Dave breaks down S&P sector performance, Erin delves into Small Caps, and Nate shares his take on the death of active management. Then tune in to hear how Dave, Erin and Nate fared on their 2024 predictions, and what they predict will happen in 2025, including whether potential tariffs will make any real difference, Cap Weight verses Equal Weight performance of the S&P 500, and if we'll see a recession.    Episode Timeline/Key Highlights: 0:00 Welcome and Podcast Refresh 03:15 Recap of 2024 Market Performance 14:11 Key 2024 Trends including persistent high yields despite rate cuts, record outflows from active investing, and the rise of passive investing 24:37 2024 Predictions Revisited: What we got right and wrong, plus Dave, Erin, & Nate make market predications for 2025 46:10 Our thoughts on investing: What you should know going into 2025   Resources Mentioned: Bloomberg Article: Stock Market 2025 Predictions: Wall Street Braces for Trump, AI, and China    Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Follow our Asset Management team on LinkedIn:  Erin Hay   / erinhay    Nate Tonsager   / nate-tonsager-5a019b105    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.  Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.

How can organizations build a true digital trust environment while balancing privacy with user expectations? In this eye-opening episode of the FIT4PRIVACY Podcast, privacy and sustainability expert Katrina Destree and privacy thought leader Punit Bhatia discuss the evolving landscape of digital trust—a crucial factor for organizations in the age of data-driven technologies. Learn how businesses can proactively create choice, control, and consent around user data to establish a strong foundation of trust with their customers. 

Avec Patrizia Atzei, Michaël Batalla, Stéphane Bouquet, Benoît Casas & Miglė Dulskytė Paru en septembre dernier, Debout parmi les choses (Poèmes, 1948-2007), de Jonas Mekas était attendu depuis longtemps par les très nombreux admirateurs de l'œuvre du cinéaste. Pour le public français, ce livre a été une révélation ; celle de l'autre Jonas Mekas : le poète. Le poète, de langue lituanienne, qu'on devinait par bribes à travers certains éléments textuels de ses films, enfin révélé à travers cette traduction complète et entièrement inédite. On y découvre un écrivain dont la pratique fut constante et souterraine, de ses premières années en Lituanie à l'ensemble de sa vie new-yorkaise. Le livre retrace un parcours d'écriture, publié de façon discontinue sur près de soixante ans, au fil duquel Jonas Mekas renouvelle son approche et ses formes sans jamais abandonner le poème. Une soirée imaginée avec le Cipm. Dans le cadre de la Saison de la Lituanie en France 2024. À lire – Jonas Mekas, Debout parmi les choses : poèmes 1948-2007, co-édition Nous/Cipm, 2024, à partir de Jonas Mekas, Poezija (éd. Julius Ziz, 2021). Traduction du lituanien par Stéphane Bouquet, Jean-Baptiste Cabaud, Miglė Dulskytė, Roxana Hashemi, Anne Portugal, Ainis Selena, Marielle Vitureau, avec la participation de Tadas Bugnevičius. Avant-propos de Michaël Batalla. Préface de Stéphane Bouquet.

We're reviewing the Q3 2024 market and year-to-date trends, reflecting on our surprises, and highlighting our key insights drawn from the data. In this episode of Off the Wall, host Jessica Gibbs, CFP® is joined by Monument Wealth Management's Portfolio Management team, Erin Hay, CFA, CMT and Nate Tonsager, CIPM.    Tune in to hear our discussion on the strong yet volatile performance of global equities, the impact of the Fed's 0.50% rate cut, and observations of China's capital markets. The team also explores market participation, seasonality, and labor market dynamics.    “A lot of what we can do is be a more efficient economy through the benefits of AI, through technology. And really, AI isn't going to replace, I think, a significant amount of jobs. It's just going to make those jobs more productive.” - Nate Tonsager    Episode Timeline/Key Highlights:    [01:27] Q3 Market Recap and YTD   [07:29] Market Participation and Seasonality Insights   [13:19] Takeaways and possible impacts of Fed Rate Cuts  [30:43] China's capital markets  [37:59] Find out what Erin is most pessimistic and optimistic about  [42:36] Find out what Nate is most pessimistic and optimistic about    Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.      Resources Mentioned:  Nate on the Fed Rate Cuts: https://www.linkedin.com/posts/nate-tonsager_does-it-really-matter-how-much-the-fed-cuts-activity-7242139084876361728-Ro3U?utm_source=share&utm_medium=member_desktop   Erin's LinkedIn post before the Fed Meeting: https://www.linkedin.com/posts/activity-7241869234748715008-_-9M?utm_source=share&utm_medium=member_desktop   Erin's LinkedIn post on the ILA Strike: https://www.linkedin.com/posts/activity-7247283097958780930-kCpN?utm_source=share&utm_medium=member_desktop   Excerpt from John Konrad: https://x.com/johnkonrad/status/1840904466310316459   Listen to recent episodes of Off the Wall: https://apple.co/46uttsg  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered    Follow our Asset Management team on LinkedIn:  Erin Hay https://www.linkedin.com/in/erinhay  Nate Tonsager https://www.linkedin.com/in/nate-tonsager-5a019b105    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com. 

As the U.S. enters the final stretch of the 2024 election cycle, we face a tight race at the presidential and congressional levels. With a razor-thin margin separating Vice President Kamala Harris and former president Donald Trump, we decided to take a look at the possible policy positions of each campaign with regard to privacy and artificial intelligence governance. Of course, reading tea leaves is no easy feat, but while attending IAPP Privacy. Security. Risk. 2024 in Los Angeles, California, IAPP Editorial Director Jedidiah Bracy sat down with Managing Director, D.C., Cobun Zweifel-Keegan, CIPP/US, CIPM, to gain his insight on each camp's policy positions, from the administrative state to international data transfers and beyond. Here's what he had to say.  

Ethical Use of AIWhen it comes to the ethical use of AI in your business, you want to do the right thing and you assume you will.But what if artificial intelligence is like an iceberg with hidden danger below the waterline?No one wants their business to be the Titanic, and that's why we're going to explore how to start thinking about the ethical use of AI to successfully navigate those hazards.What You'll Discover About the Ethical Use of AI:* What to know about the bias used in training AI models* 2 policies and assessment you need to examine to evaluate the ethical use of AI* The number one red flag when evaluating the ethical use of AI* How to avoid misinformation, copyright infringement and breaches of confidentiality* And much more.Guest: Frank KyazzeFrank Kyazze's career is a blend of innovation, ethics, and humanism in technology. Over the last decade, he's become a leader in digital trust, covering cybersecurity, governance, risk management, compliance, privacy, and AI ethics. From Pittsburgh to New Orleans, as the founder and CEO of GRC Knight, Frank champions strategies that protect national security and our society's infrastructure. His work spans traditional sectors to startups and venture capital, advocating for cybersecurity as a growth engine.With certifications like CISSP, CIA, CEH, CIPP/E, CIPM, and ISO Lead Auditor, Frank's expertise is unmatched. However, it's his passion for philosophy and improv theater that brings a creative and ethical lens to his work. He sees digital trust as essential to business integrity and innovation, aiming to make it accessible and integral to corporate culture. Frank is a thought leader who connects technology's tangible aspects with its philosophical roots, offering insightful perspectives on technology, national security, and the digital economy.Frank Kyazze is not just a name in the tech industry; he is a storyteller, a philosopher in the digital age, and an architect of trust in a world that increasingly depends on it. His journey and insights offer a unique blend of depth, pragmatism, and visionary thinking, making him a compelling voice in the ongoing conversation about our digital future.Related Resources:If you liked this interview, you might also enjoy our other Corporate Governance and Culture episodes.Contact Frank and connect with him on LinkedIn, and Instagram.And visit his website.Join, Rate and Review:Rating and reviewing the show helps us grow our audience and allows us to bring you more of the rich information you need to succeed from our high powered guests. Leave a review at Lovethepodcast.com/BusinessConfidential.

In this episode of the Privacy Pros Academy podcast, Jamal Ahmed interviews Priya Bhadwaj, a data privacy expert with over a decade of experience You'll discover:The most challenging pillar of data governance and how to overcome it.How to transform people from privacy risks to privacy champions.The secrets to building credibility and influence as a Privacy ProWhat you need to successfully find the perfect privacy job for youThis is the episode that will supercharge your career!Priya Bhardwaj is a data privacy powerhouse with a decade of experience safeguarding some of the world's largest financial institutions and renowned Big 4 firms. Priya holds a certificate in Data Privacy and Technology from Harvard Business University, CIPM from IAPP and is a top Data Privacy voice on LinkedIn.Follow Jamal on LinkedIn: https://www.linkedin.com/in/kmjahmed/Follow Priya on LinkedIn: https://www.linkedin.com/in/priya-bhardwaj-1b293340/Ready to become a World Class Privacy Expert? Book your call to join the World's Leading Privacy Program

Misinformation has proven to be among the most polarizing topics in 21st century society, creating negative to severe consequences like poor decision-making and even the loss of human lives. But what does misinformation mean in a research context and how does misinformation impact the work of public opinion researchers? What can researchers do to navigate the future with improved accuracy, data ethics and techniques that harness a single version of truth? In this episode, host Arundati Dandapani, MLitt, CAIP, CIPP/C, CIPM, speaks with Amelia Burke-Garcia, PhD and Frank Graves to dissect and uncover what misinformation means for public opinion researchers and how to prepare for a future with improved accuracy and data ethics. Host: Arundati Dandapani, MLitt, CAIP, CIPP/C, CIPM, CIPM, CIPM, Founder and CEO of Generation1.ca and Professor at the Humber College Institute of Technology and Advanced Learning, Canada Guests: Amelia Burke-Garcia, PhD, Director of the Center for Health Communication Science and Digital Strategy and Outreach Program Area Director at NORC at the University of Chicago and Frank Graves, Founder and CEO of EKOS Research Associates, Canada Technical Producer and Editor: Erin Spain, MS, Studio Spain Media Group, LLC

Want to learn how female entrepreneurs are reshaping the investment landscape?In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and  Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group.They explore the dynamics of trends in investing, featuring an insightful discussion on the Women's CEO Strategy and Fund at Carson. As they walk us through their respective journeys and how they contribute to creating a client-centered approach at Carson.They discuss: Erin and Jessica's paths to leadership in the financial industryThe integration of Carson's values in investment strategiesAn inside look at the Women's CEO Fund and its significanceCurrent trends in investing, including the impact of AIThe impact of behavioral finance on investment trends and client relationshipAnd more!Resources:Facts Vs. Feelings Podcast with Ryan Detrick & Sonu VargheseCarson Group - ResearchRock The Street, Wall StreetConnect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Jessica Golson:LinkedIn: Jessica GolsonConnect with Erin Wood:LinkedIn: Erin WoodAbout Jessica Golson:Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses.She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn. About Erin Wood:Erin Wood, CFP®, CRPC®, FBS®, has been a voice for humanizing financial planning for more than 20 years. As the financial planning leader at one of the nation's fastest growing RIAs and advisor platforms, Erin speaks and works with firms nationally on how to incorporate a people-first planning approach within their firms, using tax planning, trust, retirement and insurance strategies. She's been featured in The Wall Street Journal, Barron's, NASDAQ and MarketWatch. In 2023, Erin was named “Thought Leader of the Year” at WealthManagement.com's annual “Wealthies” awards.Erin graduated from Northwest Missouri State University in 2002 with a B.S. in communications and finance. She holds a CERTIFIED FINANCIAL PLANNER designation, as well as Chartered Retirement Planning Counselor and Financial Behavior Specialist designations. She received her M.S. in financial psychology and behavioral finance from Creighton University.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

Michael Moore is the Chief Privacy Officer at Lacework, handling privacy and cybersecurity, product counseling, transactions, intellectual property strategy, and open-source software. He holds the IAPP privacy qualifications of CIPP-US, CIPP-E, CIPP-C, CIPM, and CIPT. Michael is also an inventor on 10 patents and author of over 20 published articles. In this episode… Cloud solutions are immensely helpful and strategic tools for companies, offering ubiquitous and immediate access to stored data. The benefits are abundant, but so are the dangers. Cloud software's vulnerabilities stem from the same features that make it valuable, making it a prime target for privacy and security threats in a centralized space. That's why companies like Lacework are tackling this issue with a tile-based cloud security platform that detects data and identity risks to protect against both known and unknown threats. How can your company amplify its cloud security to stay ahead in the evolving threat landscape? In this episode of the She Said Privacy/He Said Security Podcast, Jodi and Justin Daniels are joined by Michael Moore, the Chief Privacy Officer at Lacework, to discuss security and privacy for the cloud. They discuss the modern concerns, how Lacework helps companies, the increasing threats companies face, and Michael's personal privacy tips for anyone and everyone.

Join Gartner experts Chris Mixter and Bart Willemsen for a conversation on the steps that CISOs must take to evolve their role in privacy from merely supporting compliance to improving cyber risk management.This episode of CISO Edge Podcast explores the role that privacy can play in accelerating cybersecurity's priorities: The five questions smart CISOs ask to focus their privacy efforts. (4:30)How to counteract “data hoarding” with a tool already at cybersecurity's disposal. (8:30)This month's obligatory GenAI-focused conversation. (12:10)How CISOs can use privacy legislation to their advantage. (17:10)Where to use privacy-enhancing technology to enhance cybersecurity. (25:20)Bart Willemsen is a Gartner VP Analyst with focus on privacy and related challenges in an international context, as well as on ethics, digital society, and the intersection of these disciplines with modern technology including AI. He has a broad, in-depth history of experience, and was among the earlier Fellows of Information Privacy (FIP), and has held accreditations like CIPP/E, CIPM, CISA, CISM, bringing proven and multidisciplinary best practices to our worldwide clients. Before Gartner, Bart held various roles as (chief) privacy and security officer where he implemented, audited and oversaw privacy and security and compliance program strategies for holding companies and their subsidiaries.

Today Laura and Kevin chat with Frank Kyazze, the the founder and CEO of GRC Knight. We talk about the combination of AI and cybersecurity. We talk about the reauthorization of Section 702 of the FISA bill which expands the NSA's surveillance program. We talk nuke simulators and WW3, new AI laws and their impact, the Ed Sheeran/Marvin Gaye copyright lawsuit, cool new gadgets like Humaine.ai, the digital trust, the AT&T breach and the Roku breach, and Frank's new AI LLM, Francine.ai. Frank Kyazze's career is a blend of innovation, ethics, and humanism in technology. Over the last decade, he become a leader in digital trust, covering cybersecurity, governance, risk management, compliance, privacy, and AI ethics. As the founder and CEO of GRC Knight, Frank champions strategies that protect national security and our society's infrastructure. His work spans traditional sectors to startups and venture capital, advocating for cybersecurity as a growth engine. With certifications like CISSP, CIA, CEH, CIPP/E, CIPM, and ISO Lead Auditor, Frank's expertise is unmatched. Frank is a thought leader who connects technology's tangible aspects with its philosophical roots, offering insightful perspectives on technology, national security, and the digital economy. Frank Kyazze is not just a name in the tech industry; he is a storyteller, a philosopher in the digital age, and an architect of trust in a world that increasingly depends on it. His journey and insights offer a unique blend of depth, pragmatism, and visionary thinking, making him a compelling voice in the ongoing conversation about our digital future.

How is it that we are already heading into Q2 of 2024? In this episode, we deep dive into the first quarter of 2024 with special guest Jordan Jackson, Executive Director and Global Market Strategist with JP Morgan Asset Management's Global Market Insight Strategy team.  Tune in for our breakdown of the Q1 2024 market and our optimistic (and pessimistic) views as we head into Q2. We explore the best and worst performing sectors, unpack the Federal Reserve's recent actions and their impact on interest rates, and delve into the ongoing S&P 500 bull market with a focus on future growth potential.   Additionally, the episode tackles the record concentration within the top holdings of the S&P 500, analysing potential future trends as well as considerations for investing in small cap stocks, particularly in a rising interest rate environment. Finally, the team goes round-robin to share their optimistic and pessimistic views on the markets going forward.  “75% of the time, going back to 1980, the equity market has been positive by calendar year. I think that's really important. Yes, volatility is a price we pay as investors, but as long-term investors investing in equities...that [staying invested] is how you grow your wealth.” Jordan Jackson    Episode Timeline  [00:00] Intro  [02:00] A Historical Look at The Fed's Interest Rate Moves During Election Years  [03:50] Erin's Take on Where we Are with the Current Bull Market and How long it Might Last  [05:26] Nate Talks about the Spike in Commodity Prices and its Impact on Volatility and Inflation  [06:50] Jordan Jackson's Bullish Take on the Equity Markets and Fed's Monetary Policy  [9:10] Do We Need Interest Rate Cuts to See Successful Equity Markets and Economic Growth?  [14:00] S&P 500 Market Concentration – How Durable is the Equity Market Considering the Top 10 Names Hold over 34% of the Value?  [20:00] Stats and Advice for People Investing in Small Cap Stocks  [25:00] Why Should Investors be Optimistic About Investing Now?  [30:00] Momentum Investing and Long-Term Gains  [32:00] Speed Round: A Round-Robin Take on the Markets – Both Optimistic and Pessimistic Views  [44:00] Jordan Jackson's Optimistic Wrap-Up and Kind Words About Monument

Welcome to the “Tech Policy Grind” podcast by the Internet Law & Policy Foundry!  In this episode, Foundry Fellow Katelyn Ringrose sat down with Jay Stanley, Senior Policy Analyst, at the ACLU's Speech, Privacy, and Technology Project, to discuss Jay's work on aerial surveillance law and policy, with a spotlight on the work that the ACLU is doing to keep you safe from eyes in the sky. While these two drone on about aerial surveillance (no pun intended), check out some of the resources listed below. This episode will be part of a mini-series on surveillance law and policy with some amazing future guests, so thank you for listening, and stay tuned for our next episode! DISCLAIMER: Katelyn engaged with this episode by the Internet Law & Policy Foundry voluntarily and in their personal capacity. The views and opinions expressed on this show do not reflect the organizations and institutions they are affiliated with. Bios: Jay Stanley started working on privacy and technology issues at the ACLU five weeks before 9/11. His role at the ACLU is to help the organization think through, monitor, and explain the impact of new technologies on our privacy, free speech and other civil liberties. He has worked on a wide variety of cutting-edge science and technology issues and authored and co-authored a variety of influential ACLU reports, policy papers, and blog posts. Among his current areas of focus are aerial surveillance, digital identity, digital currency, and license plate scanners. Before joining the ACLU, he worked as an analyst at the technology research company Forrester Research, and did graduate studies in 20th century American history at UVA (ABD). As Google's Global Policy Lead for Law Enforcement and Government Access, Katelyn Ringrose works on any and all issues tied to data governance. Prior to her current position, Katelyn served as the Future of Privacy Forum's Christopher Wolf Diversity Fellow — working on data privacy and security. Through the International Association of Privacy Professionals, Katelyn holds CIPM, CIPP-EU, and CIPP-U certifications & is a 2021 Fellow of Information Privacy. Katelyn was chosen as a 2022 Out in National Security Leader, and is a former board member for Women in Security and Privacy (WISP) in Washington, DC. She writes about issues tied to state/federal privacy legislation; sensitive personal data; and appropriate safeguards for cross-border transfers. Find Katelyn's law reviews and articles in Berkeley Tech Law Journal, Berkeley Law Review, Denver Law Review, Notre Dame Journal of Emerging Technology, Notre Dame Law Review, on IAPP and FPF's websites, and more. Resources: ACLU White Papers Eye-in-the-Sky Policing Needs Strict Limits Press on surveillance in the sky ‘Drones as first responders' programs need guardrails, says ACLU Key drones-related court cases ACLU v. CBP - FOIA Case for Records Relating to Government's Aerial Surveillance of Protesters Leaders of a Beautiful Struggle v. Baltimore Police Department

Are privacy professionals truly equipped to handle the coming AI revolution? Jamal Ahmed interviews renowned Privacy Professional and Attorney Christopher Schmidt on the opportunities and threats posed by emerging technologies like generative AI. They discuss:Pragmatic ways to apply core privacy principles to AI systemsWhy you shouldn't overreact to AI hypeThe complex state of International Data TransfersAnd a bonus segment where Christopher addresses listener queries about IAPP exams and how to set yourself up for success as a World Class privacy professional.This episode is a must-listen for any privacy pro looking to stay ahead of the curve!Christopher Schmidt, FIP; CIPP/E; CIPM; CIPT, CDPO/FR; is a German Magister of Law and Attorney-at-Law (Rechtsanwalt) experienced in European Data Protection and IT law.He previously served as an Advisory Board Member and Chair of the IAPP's CIPP/E Exam Development Board and has been selected as an expert on data protection matters by the Council of Europe.Christopher has worked at the International and European Affairs Department of the Hessian Data Protection Commissioner and with renowned global law firms, focusing on cybersecurity and data protection matters across all sectors. Among the clients he has advised are leading technology and software providers, financial institutions and blockchain businesses, global pharmaceutical and tourism companies.As a freelancer, Christopher runs advanced courses and workshops for law students as well as for lawyers and data protection officers on current European data protection matters in German, English, French, and Italian. In 2020, he launched the European Essential Guarantees Guide [www.essentialguarantees.com] to help data exporters with conducting global transfer impact assessments in a post-Schrems II world.If you're ready to transform your career and become the go-to GDPR expert, get your copy of 'The Easy Peasy Guide to GDPR' here: https://www.bestgdprbook.com/Follow Jamal on LinkedIn: https://www.linkedin.com/in/kmjahmed/Follow Christopher on LinkedIn: https://www.linkedin.com/in/piracybydesign/Subscribe to the Privacy Pros Academy YouTube Channel► https://www.youtube.com/c/PrivacyPros

The annual episode we've all been waiting for… What happened in the US market in 2023? How can we expect the market to perform in 2024? Tune in to find out!    In this Off the Wall Market Update, hosts David Armstrong, CFA and Jessica Gibbs, CFP® are joined by Monument's portfolio management team Erin Hay, CFA and Nate Tonsager, CIPM®.    Listen in to hear their market recap for 2023 and outlook for 2024 – reviewing the US market's best and worst performing sectors of last year, the stock rally of Q4 2023, and how experts' 2023 market outlooks compared to actual market performance.    Then, the team shares their thoughts on what might be ahead for the markets and the economy in 2024, including inflation, Fed rate cuts, affordability of housing, equity markets, the presidential election, and more.    Plus, the essential things you need to be a great investor in 2024 and beyond. Finally, you'll get to hear who won the great Jimmy John's sandwich bet of 2023.    “Investors shouldn't be adjusting their portfolios based on what the market outlook says. You should only focus on your needs for long-term growth and short-term liquidity.” – David B. Armstrong, CFA®    Stay tuned for more amazing content coming your way in 2024!    Episode Timeline/Key Highlights:  [01:42] 2023 Market Summary – What happened in 2023?  [12:16] What experts' 2023 market outlooks said vs. how the market actually performed in 2023.  [21:46] Is the economy out of the woods?  [23:32] What we're most pessimistic about for the 2024 market and economy.  [29:26] What we're most optimistic about for the 2024 market and economy.  [36:50] Predictions on inflation in 2024: Will inflation go up or down or stay the same this year?  [40:08] Predictions on Interest rates in 2024: Will interest rates go up or down this year?  [42:05] Our most important advice to investors as we enter 2024.   [48:32] Were our 2023 predictions correct? + Our predictions for 2024.    Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.      Resources Mentioned:  Give us your feedback! Take our survey: https://bit.ly/3RZp77h  Subscribe to our blog: https://bit.ly/MonumentWealthBlog  Matt Levine on Bloomberg: https://bloom.bg/3TUGEii  Reminiscences of a Stock Operator by Edwin Lefèvre: https://amzn.to/3vwG8gm    Follow our Asset Management team on LinkedIn:  Erin Hay https://www.linkedin.com/in/erinhay  Nate Tonsager https://www.linkedin.com/in/nate-tonsager    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Follow us on X: https://bit.ly/MonumentWealthTW   Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI   Connect with us on Facebook: https://bit.ly/MonumentWealthFB   Connect with us on YouTube: https://bit.ly/YouTubeMWMFit    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.   

In this episode, the host interviews Hoang Bao, the Director of Privacy and Data Privacy Officer at Axon, about privacy engineering. They discuss the emerging field of privacy engineering, its definition, and the career opportunities it offers. Wang explains that there is no common definition for privacy engineering and highlights the work of the IAPP Privacy Engineering Advisory Board in shaping the field. This episode provides valuable insights for anyone interested in the intersection of privacy and technology. Highlights: [00:01:06] Definition of privacy engineering. [00:04:39] Data governance and privacy. [00:11:42] More diversity in the privacy profession. [00:14:21] Getting into the privacy profession. [00:17:07] Privacy champions in organizations. [00:22:15] The role of the data protection officer. [00:26:45] Career opportunities in privacy engineering. Hoang Bao has over 15 years of experience building and leading privacy and data governance programs. He is currently serving as Director of Privacy and Data Privacy Officer for Axon, where he helps ensure Axon is always at the forefront in fulfilling its commitment to protecting privacy for all global Axon Customers and the communities they serve.  He is also a member of the IAPP Privacy Engineering Advisory Board. Additionally, he is a Principal at Virtual Privacy, focusing on empowering the privacy and data protection ecosystem through pro bono services and research about businesses, consumers, and trust in the digital space. Previously, he also served in senior leadership roles at Google, Twitch, Netflix, Walmart Global eCommerce, and Yahoo!. He was also a Senior Consultant at KPMG LLP. Hoang received his Master of Science in Computer Science from Cal Poly, San Luis Obispo. He has the following privacy designations: CIPP/US, CIPP/E, CIPT, and CIPM. He also has the ECPC-B Professional DPO Certification from the European Centre on Privacy and Cybersecurity, Maastricht University. https://www.linkedin.com/in/hoangbao/ --- Thank you so much for checking out this episode of The Tech Trek, and we would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

In this episode of the Alternative Allocations podcast series, Aaron and I discuss asset allocation and portfolio construction, and the merits of goals-based investing. We also dive into the current market environment, the versatility of alternatives, the need for education, and total portfolio allocation.    Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA's educational programs, numerous academic journals, books, and industry publications. Aaron's industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University. Resources: CAIA - Chartered Alternative Investment Analyst Association Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP | LinkedIn Alternatives by Franklin TempletonFranklin Templeton Alternatives EducationThe cost of being too liquid white paper Tony Davidow, CIMA® | LinkedIn    

Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ In this episode, Kwame Christian engages in a thought-provoking conversation with Talar Coursey, a general counsel, life coach, and children's book author. Together, they explore the power of mindfulness and emotional control in negotiations, sharing personal anecdotes and practical strategies for success. From understanding and managing the ego to effectively navigating difficult conversations, this episode delves into the intersection of self-awareness and negotiation techniques. Join Kwame and Talar as they provide insightful perspectives and invaluable advice for listeners seeking to enhance their negotiation skills. You'll learn: - Techniques to identify and manage their emotions in negotiations - The importance of self-reflection and self-awareness in negotiation success - Practical strategies for engaging in mindful negotiations and achieving positive outcomes Connect with Talar Follow Talar on LinkedIn: https://www.linkedin.com/in/talaresq/overlay/contact-info/ Buy Talar's Books: https://talaresq.com/books/ Contact ANI Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ Follow Kwame Christian on LinkedIn: https://www.linkedin.com/in/kwamechristian/ The Ultimate Negotiation Guide: https://www.americannegotiationinstitute.com/guides/ultimate-negotiation-guide/ Click here to buy your copy of How To Have Difficult Conversations About Race!: https://www.amazon.com/Have-Difficult-Conversations-About-Race/dp/1637741308/ref=pd_%5B%E2%80%A6%5Df0bc9774-7975-448b-bde1-094cab455adb&pd_rd_i=1637741308&psc=1 Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life!: https://www.amazon.com/Finding-Confidence-Conflict-Negotiate-Anything/dp/0578413736/ref=sr_1_1?crid=2PSW69L6ABTK&keywords=finding+confidence+in+conflict&qid=1667317257&qu=eyJxc2MiOiIwLjQyIiwicXNhIjoiMC4xNCIsInFzcCI6IjAuMjMifQ%3D%3D&sprefix=finding+confidence+in+conflic%2Caps%2C69&sr=8-1

Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ In this episode, Kwame Christian engages in a thought-provoking conversation with Talar Coursey, a general counsel, life coach, and children's book author. Together, they explore the power of mindfulness and emotional control in negotiations, sharing personal anecdotes and practical strategies for success. From understanding and managing the ego to effectively navigating difficult conversations, this episode delves into the intersection of self-awareness and negotiation techniques. Join Kwame and Talar as they provide insightful perspectives and invaluable advice for listeners seeking to enhance their negotiation skills. You'll learn: - Techniques to identify and manage their emotions in negotiations - The importance of self-reflection and self-awareness in negotiation success - Practical strategies for engaging in mindful negotiations and achieving positive outcomes Connect with Talar Follow Talar on LinkedIn: https://www.linkedin.com/in/talaresq/overlay/contact-info/ Buy Talar's Books: https://talaresq.com/books/ Contact ANI Request A Customized Workshop For Your Company: https://www.americannegotiationinstitute.com/services/workshops/ Follow Kwame Christian on LinkedIn: https://www.linkedin.com/in/kwamechristian/ The Ultimate Negotiation Guide: https://www.americannegotiationinstitute.com/guides/ultimate-negotiation-guide/ Click here to buy your copy of How To Have Difficult Conversations About Race!: https://www.amazon.com/Have-Difficult-Conversations-About-Race/dp/1637741308/ref=pd_%5B%E2%80%A6%5Df0bc9774-7975-448b-bde1-094cab455adb&pd_rd_i=1637741308&psc=1 Click here to buy your copy of Finding Confidence in Conflict: How to Negotiate Anything and Live Your Best Life!: https://www.amazon.com/Finding-Confidence-Conflict-Negotiate-Anything/dp/0578413736/ref=sr_1_1?crid=2PSW69L6ABTK&keywords=finding+confidence+in+conflict&qid=1667317257&qu=eyJxc2MiOiIwLjQyIiwicXNhIjoiMC4xNCIsInFzcCI6IjAuMjMifQ%3D%3D&sprefix=finding+confidence+in+conflic%2Caps%2C69&sr=8-1

Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI) the most respected accreditations in Financial Modeling globally. In this episode, Paul Barnhurst is joined by Rob Langrick. Rob Langrick, CFA, CIPM, is the General Manager of the CFA Program. He was previously Head of Practice Analysis, overseeing annual curriculum updates to the CFA Program. Before joining CFA Institute, he lead Bloomberg's finance education division, where he built and launched Bloomberg's certification product. He began his career as a sell-side equity research analyst in London and, after earning his MBA from Dartmouth worked in the private equity diligence unit of Bain & Company in New York. List to this episode as Rob Shares:His learnings from the worst models he has seen in his career His experience as an Equity AnalystThe CFA Program and why they modified the program to include new contentThe value of FMI's financial modeling content to the new CFA ProgramThe importance of learning about Financial Models His views on why financial models are one of if not the most important corporate decision making tool Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register. Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit. Quotes: “Often the best way to learn something is to teach it to others.” “Modeling is just another branch of logic, reason and rationality.” Follow Rob Langrick: LinkedIn - https://www.linkedin.com/in/rob-langrick-cfa-cipm-b16736/ Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy/Instagram - https://www.instagram.com/thefpandaguy/ TikTok - https://www.tiktok.com/@thefpandaguyTwitter - https://twitter.com/TheFPandAGuy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=trueNewsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 In today's episode: (00:22) Intro; (00:48) Welcoming Rob; (01:00) The worst financial model Rob has ever seen ; (02:33) Rob's key learning experience from the worst financial model ; (04:20) Rob's background; (06:28) Rob's experience as an Equity Analyst; (08:53) What motivated Rob to move into Education; (10:27) What lead Rob to join the CFA Institute; (11:55) Roles Rob had at CFA; (14:33 - 15:19) Validate your Financial Modeling Skills with FMI's Accreditation Program (ad); (15:20) Changes to the Practical Skills Modules; (16:43) People's response to change; (19:20) Changes apart from Practical Skills; (22:22) The main benefit to Charter Holders; (24:55) Experience with FMI; (26:24) Why is it important for everyone in finance to learn the basics of financial modeling ; (28:33) Rapid Fire; (32:47) Advice to college students; (34:27) Connect with Rob;

How US Companies Are Managing Privacy? What are the steps being taken for complying with privacy laws? What are the challenges that companies face? How is AI & ChatGPT creating new challenges? Odia Kagan and Punit Bhatia will discuss this and more in this episode.   KEY CONVERSATION POINTS  What is GDPR in one word?  How do US companies view GDPR?  What triggers privacy conversation?  How do you see the US federal law when it comes to AI regulation?  How organizations control legislations  ABOUT THE GUEST  Odia Kagan is a Partner and Chair of GDPR Compliance & International Privacy Practice at Fox Rothschild LLP, a US national law firm. Odia has advised more than 200 companies of varying industries and sizes on compliance with data related regulation including: AI and biometrics regulation, GDPR, the California Consumer Privacy Act (CCPA) and other US data protection laws. With an emphasis on assessing future trends and a pragmatic, risk based approach, Odia provides clients with practical advice on how to design and implement their products and services in a compliant manner. Odia holds 3 law degrees, 5 bar admissions and 7 privacy certifications (CIPP/US/E, CIPM, CDPO, C-GDPR/P, FIP, PLS). You can follow her on https://www.linkedin.com/in/odiakagan/ or X at @odiakagan.  ABOUT THE HOST  Punit Bhatia is one of the leading privacy experts who works independently and has worked with professionals in over 30 countries. Punit works with business and privacy leaders to create an organization culture with high AI & privacy awareness and compliance as a business priority by creating and implementing a AI & privacy strategy and policy.   Punit is the author of books “Be Ready for GDPR” which was rated as the best GDPR Book, “AI & Privacy – How to Find Balance”, “Intro To GDPR”, and “Be an Effective DPO”. Punit is a global speaker who has spoken at over 50 global events. Punit is the creator and host of the FIT4PRIVACY Podcast. This podcast has been featured amongst top GDPR and privacy podcasts.  As a person, Punit is an avid thinker and believes in thinking, believing, and acting in line with one's value to have joy in life. He has developed the philosophy named ‘ABC for joy of life' which passionately shares. Punit is based out of Belgium, the heart of Europe.     RESOURCES  Websites www.fit4privacy.com , www.punitbhatia.com,  https://www.linkedin.com/in/odiakagan/   Podcast https://www.fit4privacy.com/podcast Blog https://www.fit4privacy.com/blog YouTube http://youtube.com/fit4privacy        --- Send in a voice message: https://podcasters.spotify.com/pod/show/fit4privacy/message

As we enter the last fiscal quarter of 2023, we always love to reflect on the Q3 market (and YTD) to see what we're surprised by and the major takeaways from the data.    In this quarterly recap episode of Off the Wall, hosts David B. Armstrong, CFA and Jessica Gibbs, CFP® are joined by our Portfolio Management team, Erin Hay, CFA and Nate Tonsager, CIPM.     Tune in to hear our Q3 2023 recap, where we review the market's best and worst performing sectors, taking a realistic look at inflation and deflation in 2023 and offering advice on cash flow management. The team breaks down the benefits of using a bond ladder strategy in cash flow planning and the possibility and probability of deflation and lower interest rates in Q4 and into 2024.     Stay tuned for a full market recap of 2023 coming in January 2024! We can't wait to see who will win a Jimmy John's sandwich for most accurate market predictions!    “Consumer spending is sustainable, the job market is remaining strong, and inflation is coming down naturally, and the Fed is now signaling they're done. I'm gonna be a little hyperbolic and say I don't see the hole in their argument right now. [The Fed] just deserve[s] a little bit of praise.” – Nate Tonsager    Episode Timeline/Key Highlights:  [00:58] Q3 Market Summary – What happened last quarter?  [02:23] Highest and lowest performing market sectors of Q3 of 2023.  [09:43] Building out a bond portfolio – Duration, returns, and cash flow planning.  [18:43] What surprised us about interest rates, stocks, and inflation in Q3 and YTD.  [29:39] Final Advice/Major Takeaways from Q3 of 2023.  [34:03] Were our 2023 market predictions right?    Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.      Resources Mentioned:  J.P. Morgan Guide to the Markets: https://bit.ly/48I0YbY    Follow our Portfolio Management team on LinkedIn:  Erin Hay https://www.linkedin.com/in/erinhay  Nate Tonsager https://www.linkedin.com/in/nate-tonsager-5a019b105  David B. Armstrong https://www.linkedin.com/in/davidbarmstrong/    Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Follow us on Twitter: https://bit.ly/MonumentWealthTW   Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI   Connect with us on Facebook: https://bit.ly/MonumentWealthFB   Connect with us on YouTube: https://bit.ly/YouTubeMWMFit    About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.   

How often do you think about privacy? Does it bother you to get a text/email you didn't sign up for? How about an ad that's a little too close to home? In this episode of Privacy Lawls, we discuss why people (and businesses) should care about online privacy and the consequences of ignoring it.Joining us for this episode is Rian Kinney, Tech & Privacy Attorney CIPP/E & CIPM, Attorney licenses FL & TX.

The second thing I did for overcoming impostor syndrome was just adopting this 1% better mindset that you're not seeking perfection. Every month or every year, you're going to improve yourself a little bit. The third thing is to just say yes to opportunity, even if you don't feel like you're 100% fit. And I think that goes more for applying for roles if you're looking for jobs, if you don't meet 100% of the job description, that's okay, you should still apply. Privacy is such an emerging field, and people encourage diversity, so you never know what your unique skill set would bring to the organisation, and maybe that's what they're looking for. So just say yes to job opportunities. Apply to speak at different conferences. Even if you don't think you have a very compelling story, you are judging yourself more harshly than others are.Attention Privacy Professionals, this episode is tailor-made for YOU! Join us as Jamal and Nandita dive deep into the strategies that will skyrocket your career.In this episode, we discuss:Practical tips to continue upskill and stay ahead of the curve.How to position yourself effectively and switch roles without starting from scratchHow to step out of your comfort zone and develop your personal brand with confidence Uncover the secrets to supercharge your privacy career!Nandita Rao Narla is the Head of Technical Privacy and Governance at DoorDash, where she leads the privacy engineering, privacy assurance and privacy operations teams. Previously, she was part of the founding team of NVISIONx.ai, a data profiling startup that classifies enterprise data to optimize security controls and solve privacy compliance challenges. As an advisory manager at EY, she focused on leveraging data governance to enhance privacy programs, scaling risk management functions, and driving data protection initiatives for Fortune 500 companies. Nandita currently serves on the Advisory Boards and committees for privacy and cybersecurity focused non-profits such as Extended Reality Safety Initiative (XRSI), Institute of Operational Privacy by Design, NIST, Techno Security & Digital Forensics Conference, and IAPP - Privacy Engineering. Nandita holds an MS in Information Security from Carnegie Mellon University, a BTech in Computer Science from JNT University, and privacy and security certifications such as FIP, CIPP/US, CIPT, CIPM, CDPSE, CISM, CRISC, and CISA.If you're ready to transform your career and become the go-to GDPR expert, download the first chapter of 'The Easy Peasy Guide To The GDPR' here: https://www.bestgdprbook.com/Follow Jamal on LinkedIn: https://www.linkedin.com/in/kmjahmed/Follow Nandita on LinkedIn: https://www.linkedin.com/in/nandita-narla/Get Exclusive Insights, Secret Expert Tips & Actionable Resources For A Thriving Privacy Career That We Only Share With Email Subscribers► https://newsletter.privacypros.academy/sign-upSubscribe to the Privacy Pros Academy YouTube Channel► https://www.youtube.com/c/PrivacyProsJoin the Privacy Pros Academy Private Facebook Group for:Free LIVE TrainingFree Easy Peasy Data Privacy GuidesData Protection Updates and so much...

Despite being traditionally male-dominated, the finance industry is undergoing a significant shift as women make remarkable progress and break down barriers.Today, we speak with a prominent contributor at Carson Group about her experiences in the financial world!In this episode, Ryan Detrick & Sonu Varghese sit down with Jessica Golson, Senior Vice President, Investments and Trading at Carson Group. She shares her experiences as a woman in finance and her role overseeing Carson Investment Research's investment and trading teams. Additionally, they explore the evolution of the advisor role, the importance of tax planning, and Carson Group's core values of community.Jessica discusses: Her role in overseeing the investment team, investment platform, and trading team at Carson Investment ResearchA conversation about being a woman in the finance industryThe changes in advisor roles over the years and how Carson Group supports its partnersThe various aspects of investment beyond portfolio management, including tax planning and funding retirement or educationThe importance of having support and education for advisors in making investment decisions and providing solutions to clientsThe sense of community and collaboration among advisors at Carson GroupThe importance of asking questions and not waiting for a certain role or position to suggest a change in the workplaceAnd more!Connect with Jessica Golson: LinkedIn: Jessica GolsonConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses.She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Donna Gallaher is the President and CEO of New Oceans Enterprises. New Oceans Enterprises is a Cyber, IT, and Operational Risk Management Advisory Service that facilitates collaboration among your company's business units to develop policies and operational risk mitigation strategies appropriate for your risk tolerance. Donna was recently recognized as one of the top 12 vCISO Influencers to watch and inducted into EC Council's 2023 C|CISO Hall of Fame.  Donna currently serves on the Board of Advisors for the FAIR Institute and is President of the Atlanta FAIR Chapter. She is one of the founding members of vCISO Catalyst, a professional association for vCISOs. She holds CISSP, CCISO, CIPP/E, CIPM and ITIL, and Open FAIR certifications and is designated a Fellow of Information Privacy by IAPP. She is a graduate of Auburn University with a Bachelor of Science in Electrical Engineering. In this episode… In this age of technology, it's wise for companies to have some sort of cybersecurity expert on staff to protect the organization's data from theft and damage. But what happens if you're a startup or small company and unable to afford a full-time expert? Or perhaps you're a larger corporation with cyber technology in need of updating? Whatever your company's needs are, you may want to enlist the services of someone like Donna Gallaher, a securities strategist who owns a securities advisory firm that contracts out services. Firms like Donna's can provide a list of options to protect your company's data, intellectual property, and assets. Tune in to this informative episode of the She Said Privacy/He Said Security Podcast as Jodi and Justin Daniels welcome Donna Gallaher, President and CEO of New Oceans Enterprises, to discuss the role of a CISO. Donna explains the services a CISO offers, why smaller companies are prime targets for hackers, and how to prevent cybersecurity threats.

Sandra Estok, MBA, GIAC-GSLC, CIPM, Founder of Way2Protect™ utilizes her 20 plus years of experience in the cybersecurity, IT, and Data Privacy industries to inspire her audience to overcome their fears of the cyber world and protect what matters most against hackers, scammers and Cybermonsters™. Sandra is the internationally bestselling author of the award-winning Happily Ever Cyber!™ book and the Cyber Literacy series for children. She is a keynote speaker and corporate trainer. Throughout her career, Sandra has held numerous positions in Fortune 500 companies, private and public organizations.Sandra is committed to sharing her journey, her experience, and expertise using simple concepts and inspirational stories to simplify and change the perception of cybersecurity through easy-to-implement concepts and stories. How to follow Sandra!!!! and protect yourself! SOCIAL MEDIA Social media handle: @Way2Protect Hashtag:  #HappilyEverCyber Twitter URL: twitter.com/way2protect Facebook URL: facebook.com/way2protect Instagram URL: instagram.com/way2protect Pinterest URL: pinterest.com/way2Protect LinkedIn URL: linkedin.com/in/way2protect Way2Protect on LinkedIN: linkedin.com/company/way2protect YouTube Channel: https://www.youtube.com/way2protect --- Send in a voice message: https://podcasters.spotify.com/pod/show/thriving-in-chaos/message

Dive deep into the world of asset allocation with Anubhuti Gupta, CFA, CIPM, a senior principal consultant for Mercer's Wealth business in Singapore. We discuss the impact of inflation on portfolios and how investors can structure them for resilience amidst inflationary pressures. We also explore the challenges of diversification in 2022 and the importance of private markets in portfolio allocation. Additionally, we touch on the benefits of investing governance, the role of Outsourced Chief Investment Officer (OCIO) providers, and the importance of keeping an open mind throughout our investment careers. Join us in this insightful conversation as we navigate the ever-changing landscape of investing and asset allocation. Chapters: (0:00:03) - Asset Allocation in Inflation (0:09:26) - Diversifying Portfolios in an Unpredictable Market (0:20:02) - Benefits of Investing Governance (0:23:43) - Keeping an Open Mind Chapter Summaries: (0:00:03) - Asset Allocation in Inflation (9 Minutes) We discuss the impact of inflation on portfolios and how investors can structure their portfolios for resilience in the face of inflationary pressures. Anubhuti highlights the importance of focusing on energy efficiency, security, infrastructure, technology, and materials to facilitate the transition. We also delve into the potential for value stocks to outperform in the current market environment, as growth equities may struggle to recover to previous market highs' (0:09:26) - Diversifying Portfolios in an Unpredictable Market (11 Minutes) Diving into the challenges of diversification in 2022, we discuss the risks associated with relying on traditional strategies like the 60/40 portfolio. With equities and bonds producing negative results simultaneously for the first time in many investors' careers, it is essential to consider more dynamic approaches, such as incorporating specialist downside risk mitigation strategies or using real assets. We also touch on the importance of private markets in portfolio allocation, emphasizing their continued relevance for those with long horizons and a desire for innovation. However, it is crucial to reassess portfolio risk and exposure levels in the context of both public and private markets. (0:20:02) - Benefits of Investing Governance (4 Minutes) As we examine the disconnect between private real estate and REITs, we consider the potential opportunities that may arise when valuations for private real estate funds align with reality. We stress the importance of maintaining a long-term view and avoiding short-term panic-driven decisions that may be detrimental to the portfolio. Discussing governance and the outsource CIO (OCIO) model, we highlight the benefits of working hand in hand with asset allocators to manage assets as opposed to in-house management. This approach allows for streamlined decision-making processes and the ability to take advantage of market dislocations and emerging opportunities. (0:23:43) - Keeping an Open Mind (3 Minutes) In this conversation, we delve into the concept of Outsourced Chief Investment Officer (OCIO) providers and their role in easing the pain points for asset allocators and investment teams. By outsourcing certain aspects of the value chain to OCIO providers, entities can focus on high-value activities where they excel. Additionally, we share some personal insights from Anubhuti Gupta's career journey, emphasizing the importance of keeping an open mind for both young and seasoned professionals in the industry.

How can you protect yourself from bank failures and uncertain foreclosures? There is a lot of confusion around the current crisis, resulting in misinformation leaking to the masses and inciting panic among those who rely on said banks. In this episode, Toby Mathis, Esq., of Anderson Business Advisors, is joined by Stefan Whitwell, CFA®, CIPM®, founder and Chief Investment Officer of Whitwell & Co., LLC. Stefan leads this wealth management firm and its investment practices. He is a sought-after advisor who works closely with clients at the intersection of health, wealth, and purpose. Stefan has particular expertise in tax planning and alternative investing. Toby and Stefan will be going over the facts about the most recent round of bank failures and uncertainty. They'll explain what questions to ask your bank or custodial firm, how multiple layers of insurance protect your accounts, and other information you need to know to make informed decisions on what to do with your money. Highlights/Topics: Stefan intro What happened at Silicon Valley Bank What should you do? Separate into two buckets - a bank and a custodian Insured custodian accounts How banks vs. custodians handle your money Money market accounts - low vs high risk FDIC, SIPC, and private insurance coverages What banks have said about customer's money- “Don't worry” Unadvertised negotiations to segregate your accounts are available on large bank balances Do your homework, or ask your advisor to do the homework on your investments Resources: Whitwell & Co. Advisors https://whitwelladvisors.com/ Stefan Whitwell https://whitwelladvisors.com/team/stefan-whitwell/ Free Asset Protection Workshops https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq  

What is the Flexible Asset Allocation strategy and how do we use it to manage your wealth? Great question! Tune in to this episode to learn everything you need to know about it.  In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs invite Monument's Erin Hay, CFA, and Nate Tonsager, CIPM, to talk about the Flexible Asset Allocation (FAA) Model –what it is, where we use it and don't use it, and how it impacts you and your wealth portfolio.  “The FAA strategy can be the bulk of your portfolio. Sometimes, it might even be your full portfolio because what it does is it navigates risk, and that's what we're doing here is we're trying to identify the trends in the market and take a different standpoint than just a ‘set it and forget it' kind of model.” – Erin Hay   Stay tuned for more episodes just like this one where the team breaks down the other various investment strategies we use at Monument Wealth Management!  Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.      Episode Timeline/Key Highlights:  [00:33] Introducing the topic of today's episode.  [01:38] What is Flexible Asset Allocation?  [03:38] What is a “trend” in asset management?  [09:59] Why we don't deviate from the rules: The systematic part of FAA.  [12:01] Risk and return of the flexible asset allocation strategy.  [17:22] What types of assets do you invest in with flexible asset allocation?  [20:35] Our process for deciding your asset allocation.  [24:06] Why don't we do weekly flexible asset allocation?  [25:20] Can I be 100% allocated to stocks?  [26:06] When the flexible asset allocation model works and doesn't work.    Resources Mentioned:  OECD: https://www.oecd.org      Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Follow us on Twitter: https://bit.ly/MonumentWealthTW   Connect with us on LinkedIn: https://bit.ly/MonumentWealthLI   Connect with us on Facebook: https://bit.ly/MonumentWealthFB     About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.    Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.     

How to start your privacy career? A talk with Akarsh Singh and Punit Bhatia in the FIT4PRIVACY Podcast E081 S4 Is a privacy career for you? How would you start without any experience? Watch this podcast dedicated on discussing what a successful privacy career journey looks like and how to grow in this path, with Akarsh Singh and Punit Bhatia. KEY CONVERSATION POINTS 00:02:25 GDPR 00:04:01 Who is a privacy career for and who is it not for? 00:06:52 How would you recommend someone to start their career in privacy 00:09:22 About certification CIPP-E, CIPM, CIPT, and more 00:12:20 How do you join the industry without any experience 00:18:53 Starting salary 00:29:24 About Tsaaro ABOUT THE GUEST Akarsh Singh is the CEO and Co-founder of Tsaaro, a privacy and cybersecurity consulting firm, and Tsaaro Academy, a unique privacy certification training platform. Akarsh is an expert in privacy and helps multinationals and startups with their emerging privacy and cybersecurity challenges. He possesses the right mix of Information Technology and analytical skills. He holds a Bachelor's Degree in Manufacturing Engineering from the National Institute of Advanced Manufacturing Technology in Ranchi (Formerly NIFFT) and began his career at KPMG, where he helped several IT/ITes organizations strategize, reinvent, rethink, build, and operationalize their Cybersecurity Framework and Privacy Programs. He has proven experience in Consulting, Stakeholder Management, and Project Delivery roles. He is a Fellow in Information Privacy (FIP) by IAPP - the highest certification in the field of Privacy. He also possesses certifications in CIPT - Certified Information Privacy Technologist, CIPP/e - Certified Information Privacy Professional, CIPM - Certified Information Privacy Manager, and ISO 27001 Lead Auditor. Akarsh also hosts data privacy and cybersecurity podcasts on his channel Privacy Cast, where privacy experts from around the globe join to share their knowledge and help the audience understand data privacy technology, its evolution, and the change it brings to society. ABOUT THE HOST Punit Bhatia is one of the leading privacy experts who works independently and has worked with professionals in over 30 countries. Punit works with business and privacy leaders to create an organizational culture with high privacy awareness and compliance as a business priority. Selectively, Punit is open to mentoring and coaching privacy professionals. Punit is the author of books “Be Ready for GDPR” which was rated as the best GDPR Book, “AI & Privacy – How to Find Balance”, “Intro To GDPR”, and “Be an Effective DPO”. Punit is a global speaker who has spoken at over 30 global events. Punit is the creator and host of the FIT4PRIVACY Podcast. This podcast has been featured among the top GDPR and privacy podcasts. As a person, Punit is an avid thinker and believes in thinking, believing, and acting in line with one's values to have joy in life. He has developed the philosophy named ‘ABC for joy of life' which passionately shares. Punit is based out of Belgium, the heart of Europe. RESOURCES Websites http://www.fit4privacy.com, http://www.punitbhatia.com Podcast https://www.fit4privacy.com/podcast Blog https://www.fit4privacy.com/blog YouTube http://youtube.com/fit4privacy --- Send in a voice message: https://anchor.fm/fit4privacy/message

Do I need a Data Protection Officer (DPO)? The simple answer is - it depends. In this video, I outline what a DPO is and when you need to assign one, as well as discuss the difference between a DPO and an EU Representative. You can always know more about this in my book "Be An Effective DPO" which can be purchased from Amazon. Chapters: 00:00:00 Intro 00:00:52 Is the data protection officer role mandatory? 00:01:01 What does a DPO do? 00:03:12 Is a DPO the same as an EU Representative? 00:04:01 Who needs to assign a DPO & in what circumstances? 00:05:06 How can you assign a DPO? 00:07:25 Be an effective DPO Who is Punit Bhatia? Punit Bhatia is one of the leading privacy experts who has worked with professionals in over 30 countries. Punit works with CXOs and DPOs to identify and manage privacy risks, and create and implement privacy strategies in a world that is digital, AI-driven, and has data in the cloud. Punit helps you to create a culture of privacy by establishing a privacy network and training management. Selectively, Punit is open to being a privacy advisor or coach for you. Punit Bhatia is the author of four privacy books including the books “Be Ready for GDPR” and “AI & Privacy”. Punit is a global speaker who has spoken at over 40 global events and is a host /creator of the FIT4PRIVACY Podcast which has been ranked amongst the top GDPR podcasts in 2020, 2021, and 2022. Punit is known to use simple business language while avoiding legal jargon. Punit is a certified Fellow in Information Privacy (FIP), CIPM, COP, and CIPP-E. Punit is the founder and CEO of FIT4PRIVACY. Punit is a board member of the ISACA Belgium chapter and DPO Circle. Previously, he served as a board member at World Game Changers. Privacy Kit: https://www.fit4privacy.com/course/privacykit Privacy Blog: https://www.fit4privacy.com/blog FREE Training: https://www.fit4privacy.com/course/free Free Privacy Perspectives e-book https://ebook.fit4privacy.com/ Guide to privacy certifications https://www.fit4privacy.com/course/grow Email: hello@fit4privacy.com Website: https://www.fit4privacy.com --- Send in a voice message: https://anchor.fm/fit4privacy/message