Privacy and Security of Consumer & Employee Information

American Conference Institute’s 9th National Advanced Forum on

Privacy and Security of Consumer & Employee Information

Protecting and Managing Sensitive Data in an Increasingly Portable and Changing Marketplace

Tuesday, January 26 to Wednesday, January 27, 2010

Pre-Conference Workshop
January 25, 2010 | 2:00 – 5:00 p.m.

Maintaining Privacy and Security of Information When Outsourcing and Off-Shoring

Lynn Goldstein
Senior Vice President, Chief Privacy Officer
JP Morgan Chase Bank, NA
(Chicago, IL)

Marc Loewenthal
SVP - Chief Security/Privacy Officer
LPL Financial
(San Diego, CA)

As institutions continue to look beyond their organization to outsource a variety of functions to cut costs, exposure to emerging risks and liabilities when sharing sensitive information with an outsider is of enormous concern. This workshop will provide you with the tools needed to successfully manage your relationships with outsourcing and off-shoring partners in order to stay competitive while keeping your information safe and secure. Topics will include:

  • Managing data protection issues while maintaining relationships with outsourcing and off-shoring partners
  • Understanding the potential risks of overseas information sharing
  • Determining what work should be outsourced
  • Measures to take to minimize risk to reputation
  • Paying attention to contractual exposures
  • Managing employees outside of your direct control
  • Staying ahead of fraud-related risks
  • Methods for controlling offshore functions remotely
  • Monitoring: what steps should be taken to keep your information safe?
  • Outsourcing in countries with non-existent or emerging privacy regulations
  • Hot spots for outsourcing and what needs to be considered
    • India
    • Russia
    • Vietnam
    • other new hotspots