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Breakfast Forum:Cyber-Security Threats To Plan Participants and Individuals Are Becoming More Pervasive

  • Thursday, May 10, 2018
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 2


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Cyber-Security Threats To 

Plan Participants and Individuals 

Are Becoming More Pervasive

 The Presentation: 

Bill Murdoch, FBI, will be presenting issues facing individuals: 

  • Identity theft and financial fraud schemes
  • What law enforcement is seeing out there
  • Ways to protect yourself from becoming a victim of fraud

Doug Peterson, Great-West, will be presenting: Protecting participant data, and accounts is a constantly evolving challenge that every record keeper faces.  What should your record keeper be doing, what should you be doing, and what can participants do, to prevent costly information theft?

¨ Security best practices continue to change.

¨ Threats are becoming more pervasive, and breaches all too common.

¨ Protection requires a team, centered around the participant.

¨ SPARK is helping the industry move forward.

 Our Speakers: 

Bill Murdoch is an FBI Supervisory Special Agent of a Complex Financial Crimes squad in Los Angeles, which includes cases involving Identity Theft matters. He has been with the FBI for 16 years, and has worked matters involving Health Care Fraud, Hispanic Gangs, and Counter Terrorism. Prior to the FBI, he was a California Highway Patrolman, an engineer in the private sector for more than 9 years, and he is still a commissioned officer in the Navy Reserve with 24 years of service and the rank of Commander.

Doug Peterson Chief Information Security Officer, Great-West. Doug is responsible for the cyber security strategy, architecture development and global cyber security. He has enterprise-level responsibility for all cyber/data/information security policies, standards, evaluations, roles and awareness for all utilized technologies, services, vendors and partners. Doug is also responsible for business continuity and disaster recovery planning, testing and execution. Doug has over 25 years of experience in the financial services industry which includes Nationstar Mortgage, Lehman Brothers and Merrill Lynch. Doug is a certified business continuity planner from DRII, a Certified Information Security Systems Professional from ISC(2) and a GIAC Information Security Systems Professional.

Who Should Attend: 

  • Plan Fiduciaries and Plan Sponsors who want know how to make sure their plan participants are safe from cyber theft
  • Financial Advisors who want to know how to assess recordkeeper cyber attack prevention
  • Auditors who want to know whether cyber security is a compliance issue
  • Record keepers who would like to know what they can do to execute effective cyber security
  • Consultants who would like to have the most current information on cyber security issues
  • All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits experts

Continuing Education: 

2 CE for AIF Certification (pending)
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for California CPAs
2 hours for Certified Financial Planners 
2 hour for ERPA and Enrolled Agents 

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

The reservation deadline for this event is Thursday, May 3.

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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