CONNECTICUT ESTATE & TAX PLANNING COUNCIL, INC.

Wednesday August 8th 2018

Networking, Cocktails and hor d'oeuvers 5:45 pm Dinner 6:45p  Speaker 7:00pm

Board of Directors Meeting 5:00 pm  

 at The Waterbury Country Club One Oronoke Drive, Waterbury CT

Please join us for what will be a timely and important topic of:  Cybersecurity and more by WARREN ZAFRIN,

• Warren is a leader of the management and technology group at UHY
Advisors. He has over 25 years of industry experience and more than 25 years
of capital markets and technology strategy experience. Over the course of his
career, Mr. Zafrin has supported many of the top 10 companies in the world
and has managed project teams across the US, Canada, Europe, and Asia.

• Mr. Zafrin is recognized as an industry leader for developing sophisticated
strategies assisting his clients meet their business goals while addressing
regulatory reform, capital efficiency, risk management and disruptive
technologies.

PROFESSIONAL EXPERIENCE:
• Cross functional business experience including technology governance risk
and regulatory reform, capital efficiency, financial crime management and
disruptive technologies.
• Leader in developing sophisticated strategies and solutions, leveraging
advanced technologies to solve complex banking and capital markets
problems.
• Works closely with clients in addressing their business challenges across
Information Technology, Cyber, Cloud, and Enterprise Risk.
• Empowers clients to thrive in today’s regulatory environment by addressing
challenges in Business and Cyber Resiliency,  Regulatory Assurance, Third
Party Risk Management, GDPR and Financial.
• Extensive experience advising capital market’s firms how to transform their
business across sales, trading, clearing through settlement.
BACKGROUND:
• MBA, CIS, Baruch Zicklin School of Business
• MPA, Finance and Financial Services, NYU Wagner School of Public Policy
• BA, Economics, NYU
THOUGHT LEADERSHIP:
• Authored “Using data analytics to reduce your financial crime risk,”
Euromoney Financial Crime & Cyber Security Handbook, 2014
• Presented “CS4 - Overcoming Data Sharing Obstacles to Achieve Greater
Transparency,” ACAMS 13th Annual AML & Financial Crime Conference, 2014

Please join us for what will be a highly informative and enjoyable evening. Members are free and guests are $50.00

Please RSVP by Friday, August 3rd  Thanks