Good morning and welcome!



                                We’ll start the program at 11 AM ET (US)
                    ...
Facebook Fun or Smoking Gun:
                                              Family Security in the Age of Social
          ...
Christopher Falkenberg                                                            Founder and President
                  ...
James Kane                                                                   HUB International
                           ...
Robert J. Sugrue                                                                Insite Security, Inc.




    Rob Sugrue i...
Peter Piotrowski                                     Chartis
                                                        Senio...
Today’s Discussion


                  • Social Networking
                          – What is Social Networking?
        ...
Social Media: What is it?

                                              Modes of interaction
                            ...
Social Media is just another tool
          smart professionals can use
          to do what they always do:
             ...
Growth of Online Social Media


   To reach 50 million users it took…

   Radio = 38 years


                  Television ...
Growth of Online Social Media



       • It took Facebook just
         9 months to reach
         100 million users.



...
Polling Question
                                                 This text box will be removed but I want you
           ...
Growth of Online Social Media

       Reach
       • Facebook = 400 million
       • Twitter = 105 million
       • Linked...
High Levels of Engagement




                                              14
Webinar ©2010 Family Office Exchange
Need T...
Social Networking Sites

        Different sites cater to different interests
        • MySpace emphasizes content; photos...
Who Uses Social Media:
Emerging Trends

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


       According to a Spectrum Group study:
       • 36% of investors would like to receive information ...
Why Companies use Social
Media

       • To become more relevant in their customer’s
         conversations and in their c...
Polling Question

                                              This will be removed but I want you to be aware of
       ...
Basic Security Principals For
Social Networking Sites

                   • Familiarize yourself with the network you are
...
Basic Security Principals For
Social Networking Sites
              • Rules for communication in the physical world transl...
Social Networking Sites

              – All of your privacy settings should be ―Friends Only‖
              – Hometown sh...
What do these individuals
have in common?




                                              23
Webinar ©2010 Family Office...
Fame Is Not the only thing
at risk

       • Examples of reputational damage to
         everyday folks
              – El...
High Profile - Litigation


      • Natalie Maines, Blog-Libel
      • Courtney Love, Twitter-Libel




                  ...
Computer and Network Setup
Basics

       •     Protect your computer from viruses and attackers with antivirus software, ...
Browsing the Internet
―Be Anonymous, Be Invisible‖
   • Be aware of the sites you visit
           – Don’t download anythi...
Passwords

       Passwords should have nothing to do with your lifestyle,
       family, hobbies, etc.
         – Passwor...
Protecting your Email

       • Keep your personal (ISP provided) email as private as
         possible
              – Us...
Protecting your Email
  •     Do not fall prey to common Internet scams
         – Nigerian investment scams, money in Ira...
Know How to Report Abuse

            • Located at the bottom of every MySpace Profile


            • On the user’s homep...
Summary

• You are never really anonymous on the Internet
   – Be mindful of the information you choose to share
• Know wh...
Q & A Discussion




Webinar ©2010 Family Office Exchange
Need Technical Support? Call 1-888-259-8414
                    ...
Contact Coordinates


                    Chris Falkenberg                      Peter Piotrowski
                   Insite...
Family Office Exchange LLC (―FOX‖) provides this webinar solely as a tool for the convenience of its members.
       This ...
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Social Media Webinar For Fox September 2010

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Social Media Webinar For Fox September 2010

  1. 1. 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. Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  2. 2. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 FOX Personal Financial Security and Compliance Series
  3. 3. Christopher Falkenberg Founder and President Insight Security Inc. 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. Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 1-800-263-6317
  4. 4. James Kane HUB International President 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. Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 1-800-263-6317
  5. 5. Robert J. Sugrue Insite Security, Inc. 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. Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 1-800-263-6317
  6. 6. Peter Piotrowski Chartis Senior Vice President Claims 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. Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 1-800-263-6317
  7. 7. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  8. 8. Social Media: What is it? Modes of interaction • Chat • Messaging • E-mail Online technology tools • Blogging that enable you to easily • Discussion groups and forums • RSS feeds share information and • Wall posting resources via the • Podcasts (audio or video) Internet. • Webinars and live casting • Voice chat (Skype) • File sharing (Napster, Sharepoint) 9 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-800-259-8414
  9. 9. Social Media is just another tool smart professionals can use to do what they always do: Network 10 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  10. 10. Growth of Online Social Media To reach 50 million users it took… Radio = 38 years Television = 13 years Internet = 4 years 11 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-800-259-8414
  11. 11. Growth of Online Social Media • It took Facebook just 9 months to reach 100 million users. 12 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  12. 12. Polling Question 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 FOX Personal Financial Security and Compliance Series
  13. 13. Growth of Online Social Media Reach • Facebook = 400 million • Twitter = 105 million • LinkedIn = 65 million • Every day, 300,000 new Pop. users sign up for Twitter 400,000,000 • 600 million search queries on Twitter per day Pop. • YouTube is the 3rd most 308,898,000 popular website after Google and Yahoo. 13 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  14. 14. High Levels of Engagement 14 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  15. 15. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  16. 16. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  17. 17. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  18. 18. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  19. 19. Polling Question 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. Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 FOX Personal Financial Security and Compliance Series
  20. 20. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  21. 21. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  22. 22. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  23. 23. What do these individuals have in common? 23 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  24. 24. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  25. 25. High Profile - Litigation • Natalie Maines, Blog-Libel • Courtney Love, Twitter-Libel 25 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  26. 26. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  27. 27. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  28. 28. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  29. 29. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  30. 30. Protecting your Email • 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 30 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  31. 31. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  32. 32. Summary • 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 32 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  33. 33. Q & A Discussion Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414 FOX Personal Financial Security and Compliance Series
  34. 34. Contact Coordinates Chris Falkenberg Peter Piotrowski Insite Security Inc. Chartis Insurance info@insitesecurity.com Peter.Piotrowski2@chartisinsurance.com (212) 362-5700 908-679-2606 James Kane Rob Sugrue HUB International Insite Security Inc. james.kane@hubinternational.com info@insitesecurity.com (312) 279-4856 (212) 362-5700 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
  35. 35. 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 Webinar ©2010 Family Office Exchange Need Technical Support? Call 1-888-259-8414
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