+ All Categories
Home > Documents > Social Media Webinar For Fox September 2010

Social Media Webinar For Fox September 2010

Date post: 18-Nov-2014
Category:
Upload: james-kane
View: 955 times
Download: 0 times
Share this document with a friend
Description:
tips for staying safe on the internet
35
Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 Good morning and welcome! We’ll start the program at 11 AM ET (US) This live program is eligible for one hour of CPE credit. Details at the end of the program.
Transcript
Page 1: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Good morning and welcome!

We’ll start the program at 11 AM ET (US)

This live program is eligible for one hour

of CPE credit. Details at the end of the program.

Page 2: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Facebook Fun or Smoking Gun:

Family Security in the Age of Social

Media

Christopher Falkenberg, Insite Security

James Kane, HUB International

Peter Piotrowski, Chartis Insurance

Rob Sugrue, Insite Security

FOX Personal Financial Security and Compliance Series

Page 3: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Christopher Falkenberg is a former Special Agent of the U.S. Secret Service and an attorney. While with the Secret

Service, Mr. Falkenberg conducted numerous protective advances for the President of the United States and other

government officials here and abroad. He led investigations of major fraud cases and worked on successful prosecution

and sentencing of the perpetrators. Among his awards and citations, he received the Treasury Department's Special

Service Award and was recognized for heroism following the 1993 World Trade Center bombing. As a litigator with New

York law firm Davis Polk & Wardwell, Mr. Falkenberg conducted corporate internal investigations and was involved in a

wide variety of civil and criminal matters. Prior to that, Mr. Falkenberg clerked for a judge in the U.S. District Court for the

Southern District of New York. He holds a Bachelor's degree from Kenyon College and a J.D. from Columbia University,

both with honors.

Christopher Falkenberg Founder and President

Insight Security Inc.

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-800-263-6317

Page 4: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

With more than two decades of personal insurance experience, Jim Kane joined HUB International in October 2005

following the acquisition of Personal Lines Insurance Brokerage, Inc. (PLI). He was named President of HUB

International Personal Insurance Ltd., the personal insurance division of HUB International that has over 500 employees

dedicated to personal insurance and more than 125 offices throughout North America. HUB International Personal

Insurance accounts for more than 20 percent of total revenue and is among one of the largest providers of personal

insurance in the United States and Canada.

Throughout his career, Mr. Kane has held several positions with local and regional insurance agencies in Philadelphia,

beginning with a Marketing Representative position for General Accident Insurance and most recently serving as Central

Zone Officer for PLI Brokerage. In addition, he served for 10 years as a faculty member of the Insurance Society of

Philadelphia, a nonprofit organization that offers a variety of educational courses and workshops to the insurance, legal

and financial services industries. Mr. Kane has contributed to numerous articles on insuring high net-worth clients and

has been widely quoted in major national publications. He has also been asked to provide commentary on numerous

topics relating to insurance for high net-worth clients.

A graduate of the University of Notre Dame, Mr. Kane has remained an active alum, serving as President of the Notre

Dame Alumni Association of Philadelphia from 1996-1998 and as a Philadelphia board member

from 1990-2000.

James Kane HUB International

President

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-800-263-6317

Page 5: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Rob Sugrue is highly skilled in all aspects of security and technology management and his diverse background provides a

"hands-on" approach to the Privacy Protection Practice.

Mr. Sugrue has worked within the state, collegiate and corporate sectors. Throughout his comprehensive career, he has

attainted Sergeant Rank within the N.J. State Police, coordinated emergency and protective operations at multiple high-

profile university events and provided operational and technical security solutions for high net worth families and several

hundred financial service employees. During his tenure, Mr. Sugrue received 21 commendations from the New Jersey

State Police for significant indictable arrests.

Prior to joining Insite Mr. Sugrue was responsible for the security operations at Ziff Brothers Investments, where he was

managed the security program for the Ziff family. Mr. Sugrue was also responsible for all family and staff travel security,

and all operational, situational awareness and technical applications security, including securing family office networks.

Mr. Sugrue was previously a Project Manager at Columbia University’s Department of Public Safety, where he planned

and implemented a computer aided dispatch/record management system and an emergency text message notification

system. Mr. Sugrue led all communications (emergency, internal and external) and criminal information reporting

throughout the university.

Mr. Sugrue is a graduate of Saint Peter's College.

Robert J. Sugrue Insite Security, Inc.

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-800-263-6317

Page 6: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Peter Piotrowski Chartis

Senior Vice President Claims

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-800-263-6317

Peter Piotrowski joined Chartis Private Client Group in 2005. He has responsibility

for the management of all Private Client Group Claims functions. Before joining

Private Client Group, Peter held various technical and management claims

positions throughout the country with over 24 years of claims experience managing

state, regional, national and worldwide claims programs.

Peter began his career in 1986 with Continental Insurance Company where held a

succession of assignments of increasing responsibility at locations in New Jersey,

New York and California. After the merger of Continental and CNA Insurance

Company in 1995, Peter transferred to Georgia and then Illinois where held

positions of National Catastrophe Claim Manager and Regional Claim Vice

President. Prior to joining Private Client Group, Peter worked at Chubb Insurance

in Chesapeake, VA and Phoenix, AZ.

Peter has been married for 24 years and has two daughters. He enjoys cycling and

is a certified Spinning instructor.

Page 7: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Today’s Discussion

• Social Networking

– What is Social Networking?

– Who uses Social Networks?

– Why are security measures important

when using Social Networks?

– Utilizing security measures and tools

available for Social Networks

8

Page 8: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-800-259-8414

Online technology tools

that enable you to easily

share information and

resources via the

Internet.

Modes of interaction• Chat

• Messaging

• E-mail

• Blogging

• Discussion groups and forums

• RSS feeds

• Wall posting

• Podcasts (audio or video)

• Webinars and live casting

• Voice chat (Skype)

• File sharing (Napster, Sharepoint)

Social Media: What is it?

9

Page 9: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Social Media is just another tool

smart professionals can use

to do what they always do:

Network

10

Page 10: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-800-259-8414

Growth of Online Social Media

To reach 50 million users it took…

Radio = 38 years

Television = 13 years

Internet = 4 years

11

Page 11: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Growth of Online Social Media

• It took Facebook just

9 months to reach

100 million users.

12

Page 12: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Polling Question

FOX Personal Financial Security and Compliance Series

This text box will be removed but I want you

to be aware of this question. Please don’t

give away the answer prior to this polling

question. I moved it up one because I think it

will be an easier transition from the polling

question to the slide.

Turn the program over to me and I will

transition us to the question and facilitate it.

If Facebook was a country where would it

rank?

Answer is 3rd at 500 million members – NY

Times July 21 2010

Page 13: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Growth of Online Social Media

Reach• Facebook = 400 million

• Twitter = 105 million

• LinkedIn = 65 million

• Every day, 300,000 new users sign up for Twitter

• 600 million search queries on Twitter per day

• YouTube is the 3rd most popular website after Google and Yahoo.

Pop.

400,000,000

Pop.

308,898,000

13

Page 14: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

High Levels of Engagement

14

Page 15: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Social Networking Sites

Different sites cater to different interests

• MySpace emphasizes content; photos, videos, music,

and discovery of artists along with networking tools

• Twitter focuses solely on status updates

• LinkedIn focuses on career building through networking

• Facebook builds personal relationships with friends

15

Page 16: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Who Uses Social Media:

Emerging Trends

• Adults < age 34 and adults earning >$75,000 are more likely to use

the Internet to research and/or purchase insurance (Mintel

Comperemedia study)

• 68% of consumers say that a positive referral from a Facebook

friend makes them more likely to buy a specific product (Morpace

Omnibus study)

• 22% of independent brokers report using social media to support

sales (IIABNY survey, Fall 2009)

16

Page 17: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Emerging Trends

According to a Spectrum Group study:

• 36% of investors would like to receive information from

their wealth advisors via social networking venues like

LinkedIn, Twitter, and Facebook

• 57% of investors who follow Twitter are likely to follow a

financial advisor to gain professional information

• 77% of wealthy investors who read blogs are likely to

look to them for financial and investment advice

17

Page 18: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Why Companies use Social

Media

• To become more relevant in their customer’s

conversations and in their communities

• Get introductions to decision-makers

• Generate leads, engage new audiences and

transform customers into product evangelists

18

Page 19: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Polling Question

FOX Personal Financial Security and Compliance Series

This will be removed but I want you to be aware of

this question. Please don’t give away the answer

prior to this polling question.

Turn the program over to me and I will transition us to

the question and facilitate it.

True or False – privacy settings for social media sites

rarely change and the default is the best option?

Answer False – you must read the options and change

accordingly.

Page 20: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Basic Security Principals For

Social Networking Sites

• Familiarize yourself with the network you are interested in using

– Look at the privacy settings and basic functionality

– Choose the SNS you are most comfortable with

• Remain as private as possible

– Be conscious of what you show and what you hide

– Choose to hide your real name on sites like MySpace

– Use an avatar instead of a photograph of yourself for your public default picture

20

Page 21: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Basic Security Principals For

Social Networking Sites

• Rules for communication in the physical world translate to the

online world

– Don’t interact with anyone that you do not know in the

physical world

– Ex: PleaseRobMe.com

• Be aware of the personal information that you post (full name,

address, phone or email address)

• Use a Gmail or Yahoo email address for Social Networking

Sites

– Use caution when asked to import your address book

contacts

21

Page 22: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Social Networking Sites

– All of your privacy settings should be ―Friends Only‖

– Hometown should be a region, if anything

– Be judicious in location-based status updates

– Uncheck the box in Facebook’s privacy settings that allows

Facebook to share your information with search engines

– Utilize ―Report Abuse‖ features if you find yourself in an

uncomfortable situation.

• Be wary of engaging in ―Facebook fighting‖ or online

arguments

22

Page 23: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

What do these individuals

have in common?

23

Page 24: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Fame Is Not the only thing

at risk

• Examples of reputational damage to

everyday folks

– Elizabeth Collins

– Stacy Snyder

– Eddie Kenney and Matt Coenen

– Cory Franklin

24

Page 25: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

High Profile - Litigation

• Natalie Maines, Blog-Libel

• Courtney Love, Twitter-Libel

25

Page 26: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Computer and Network Setup

Basics

• Protect your computer from viruses and attackers with antivirus software, i.e.

MacAfee, Norton, Panda, Av Free, etc.

• Protect your wireless router

– Use WPA (Wi-Fi protected access) security and select a unique password or a

short phrase (less than 64 characters)

– Turn off SSID (service set identifier); this means you will be invisible to anyone

sniffing for networks

– Change your router’s name from the default – do not use family name

• Protect your settings and files – add passwords and back up files to a secure storage

device

26

Page 27: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Browsing the Internet

―Be Anonymous, Be Invisible‖

• Be aware of the sites you visit– Don’t download anything from non-trusted sites

– Look at a site’s address (URL) to make sure it is where you intended to visit

– For transactions (banking, etc.) only use sites that have ―HTTPS‖ in their addresses

– Many financial institutions now use site keys—a picture and phrase that you select—to make sure that you are on the legitimate site. Use them when available

– Don’t download any add-ons suggested by a site unless you are certain that they are safe. When in doubt, consult a pro

– Remain as anonymous as you can

• Don’t fill out forms and divulge personal information unless you absolutely must

• Make sure site is verified by VeriSign, TRUSTe, or BBEonline

• Educate yourself about phishing https://www.phish-no-

phish.com/default.aspx

27

Page 28: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Passwords

Passwords should have nothing to do with your lifestyle, family, hobbies, etc.

– Passwords should not be an actual word

– Use numbers and special characters within password

– Change your passwords frequently

– Use different passwords for different applications, workstations, accounts and memberships

• The less overlap the better

– Try using an acronym based on a memorable phrase to create ―gibberish‖ passwords.

• For example, the rhyme ―3 Blind Mice, See How They Run‖ can be the basis of the password ―3Bm,sHtR‖

28

Page 29: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Protecting your Email

• Keep your personal (ISP provided) email as private as

possible

– Use a screen name that is different than your real name

– Set up a Gmail or Yahoo account for shopping or for

registering on different sites

• Never divulge personal information in response to an

email from any institution

– Your bank, broker, utility, etc. will not ask for personal

information; they already have it

29

Page 30: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

• Do not fall prey to common Internet scams

– Nigerian investment scams, money in Iraq, etc.

– No random email requesting funds is ever legitimate

– Never divulge bank account numbers, routing numbers or even the name of your bank over email

• No one will ever seek you out to offer you money

• Do not reply to spam emails

– Your reply lets them know that your address is valid

– Instead, block them through your email program

• Report Spam or Add to Junk Mail

– Don’t ever open or download a file or add-on from an unknown source

– Type the unknown sender’s name into Google and you can usually find information about their scam

Protecting your Email

30

Page 31: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Know How to Report Abuse

• Located at the bottom of every MySpace Profile

• On the user’s homepage on Twitter

• On the left column of a user’s profile on Facebook

31

Page 32: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

• You are never really anonymous on the Internet

– Be mindful of the information you choose to share

• Know who you are speaking with

• Never download anything unless you are certain of its origin

• Empower yourself by getting help when you are in over your head

– The major social networks have an abundance of resources for helping

you better navigate the online community

• For example:

– MySpace.com/Help & MySpace.com/Safety

– Facebook.com/Help

– Twitter.com/Help

Summary

32

Page 33: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Q & A Discussion

FOX Personal Financial Security and Compliance Series

Page 34: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Contact Coordinates

James Kane

HUB International

[email protected]

(312) 279-4856

Chris Falkenberg

Insite Security Inc.

[email protected]

(212) 362-5700

Peter Piotrowski

Chartis Insurance

[email protected]

908-679-2606

Rob Sugrue

Insite Security Inc.

[email protected]

(212) 362-5700

Page 35: Social Media Webinar For Fox September 2010

Webinar ©2010 Family Office Exchange

Need Technical Support? Call 1-888-259-8414

Family Office Exchange LLC (―FOX‖) provides this webinar solely as a tool for the convenience of its members.

This webinar seeks to provide relevant, general information and contains information, opinions, viewpoints and materials

contributed by advisors and other FOX members. Due to the nature of this webinar, FOX is not able to conduct and has

not conducted any due diligence on its content and accordingly FOX does not guarantee the accuracy or reliability of any

information, opinion or materials provided. Additionally, FOX specifically disclaims any responsibility, express or implied,

for the accuracy or reliability of the content.

Use of this webinar to offer or for the solicitation of offers to buy or sell securities is strictly prohibited. FOX does not sell,

sponsor or endorse any investment products or content.

The information and ideas contained in this webinar are not a substitute for the exercise of one’s own judgment in

conjunction with appropriate legal, tax and financial advisors. FOX disclaims any liability for direct or indirect losses

arising from use of the information presented.

100 South Wacker Drive • Chicago, IL 60606, USA

T: 312.327.1200 • F: 312.327.1212

Winchester House Suite 307

259-269 Old Marylebone Road

London NW1 5RA, United Kingdom

T: +44 (0) 20 7170 4235 • F: +44 (0) 20 7170 4234

www.familyoffice.com


Recommended