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Managing Information Security Risk in Today’s Hyper-Sensitive Climate

Event Description

Where Do I Start?
Managing Information Security Risk in Today’s Hyper-Sensitive Climate
featuring Michael Cashman, Greg Pfleider and Tony Haux

Tuesday June 19, 2018
Edina, MN
11:30 am
Please join Michael Cashman CEO, Greg Pfleider EVP and Tony Haux CTO/CISO of RiskSmart Advisors for a luncheon discussion on the challenging and important topic of protecting confidential data. The three primary issues to be discussed will be:
  1. ​The importance of ensuring that data is protected from both a legal and financial perspective. This is not just an IT issue.
  2. Trusting your vendors to do this for you is not enough; there are vulnerabilities that are less obvious, and you are ultimately responsible.
  3. Best practices for methodically organizing your information security landscape.
Who should attend?
  • RIA’s and business owners
  • Senior managers responsible for risk management
  • Credit analysts and lenders. Breaches can have a drastic impact on credit quality
  • Valuation analysts
11:30 am - Check-in, Networking & Lunch
12:00 pm - Speaker Presentation & Q&A
01:00 pm - Event Concludes
About RiskSmart Advisors and the speakers:
Founded in 2015 by Michael Cashman, RiskSmart Advisors is a leading risk management software service provider. They have developed unique risk management solutions and tools, leveraging a deep-seeded combination of practical experience, insight into industry best practices and in-depth knowledge of current and planned vendor solutions to help clients achieve their information security goals.

Mike Cashman 2.jpg
Mr. Cashman has over 30 years in the risk management industry. As CEO and Chairman of E.W. Blanch Company, where after 22 years of facilitating growth he oversaw their successful NYSE IPO. He later served as Vice Chairman of AON Re Worldwide and EVP of AON Corporation, the world’s largest insurance brokerage and risk management company.
Greg Pfleider.jpg
Greg Pfleider spent the better part of his career on Wall Street, building regional platforms for international investment banks across equity and derivative trading, equity research sales and investment banking. Greg joined RiskSmart in March of 2017 as EVP of Sales and Marketing to build out and market their sales distribution strategy across multiple business verticals.

Tony Haux.jpg
Tony Haux is a seasoned engineer of 36 years in IT having had responsibility to strategize, secure, and mitigate cyber security threats by implementing technology and creating training best practices for private data handling operations.  Prior to joining RiskSmart Advisors he held CIO and CTO positions for 8 years at Verifications, Inc., as well as senior technology roles at Honeywell, Pillsbury and Burlington Northern.

Event Type

Society; Career; Social/Networking; Educational

Education Topic

Risk Management

Start Time

6/19/2018 11:30 AM

End Time

6/19/2018 1:00 PM





Event Country


Event Region


Location Info

​Centennial Lakes Office Park
7650 Building, suite 330
7650 Edinborough Way 
Edina, MN 55435


Michael Cashman, Greg Pfleider and Tony Haux

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price





All Day Event





Content Type: MyCFA Calendar
Created at 5/22/2018 8:55 AM by
Last modified at 5/22/2018 8:55 AM by