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BEGIN:VEVENT
DTSTART:20270120T003000Z
DTEND:20270120T030000Z
LOCATION:875 Hotel Circle S. San Diego, CA 92108
UID:3014220270120T003000ZAI and Data Privacy
DTSTAMP:20260821T165049Z
DESCRIPTION:\nYOU'RE INVITED\n\nAI and Data Privacy\n\nWith Scott Cooper\n\nThe Emerging Risks Every Estate Planner, Fiduciary, and Trusted Advisor Needs to Understand\n\nYour clients trust you with their most valuable assets, sensitive family information, and legacy plans. But today's risks extend far beyond legal documents and financial structures.\n\nFrom AI-powered fraud and wire transfer scams to digital assets, elder financial exploitation, and evolving privacy obligations, estate planning professionals are increasingly on the front lines of protecting client trust.\n\nJoin cybersecurity and compliance expert Scott Cooper as he shares real-world examples of the threats targeting estate planning attorneys, fiduciaries, trustees, and CPA firms, along with practical safeguards that can reduce risk without disrupting client service.\n\nValue to Members\n\nUsing company specific scenarios, participants will explore insights they can immediately apply to lower their organizational risk. Participants will develop a plan of action to help you identify:\nThe top cyber and fraud risks facing estate planning professionals todayHow criminals are using AI to target clients and advisorsWhat every estate plan should address regarding digital assetsPractical controls to reduce fiduciary, privacy, and reputational riskWarning signs that a client may be vulnerable to financial exploitation\nThis session is designed for attorneys, fiduciaries, trust officers, wealth advisors, and CPAs who want to better protect both their clients and their firms in an increasingly digital world.\n\nSpeaker Biography\n\nScott Cooper is the founder of Tower 23 IT and for 25+ years, Tower 23 IT has provided managed IT, cybersecurity, and cyber-compliance services to over one hundred organizations in the medical, financial, legal, manufacturing and engineering industries. Their proven processes utilizing over 300 IT best practices and aligning with cyber-compliance frameworks such as HIPAA, NIST, CMMC, GLBA, help their clients, maximize productivity, reduce risk, and meet regulatory mandates.\n\nScott has both Bachelor and Master of Science degrees in Management Information Systems from the University of Arizona with an emphasis on the business implications of IT. He holds a Master of Business Administration (MBA) from the University of Arizona as well.\nDate: Tuesday, January 19th, 2027\nTime: 4:30PM - 7:00PM (speaker from 6-7PM)\nSpeaker: Scott Cooper\nTopic: AI and Data Privacy\nLocation: Legacy International Center Resort & Spa\n875 Hotel Circle S, San Diego, CA 92108\nGuest Fee: $110\nEPCSD Member with Guest: $90 (member must register)\nEmeritus Members (10+ years): $100\n[RSVP NOW](https://www.epcsd.org/events/register/30142)\n\n \n\nRegistration deadline: Monday, January 11, 2027\nCancellations received after this date are subject to an $80 no-show fee.\n\n \n\nNot a member yet? [Apply to join](https://www.epcsd.org/members/application)  â€¢  Current member? [Renew your membership](https://www.epcsd.org/members/renewal)\n\nTHANK YOU TO OUR SPONSORS\n\nMEETING SPONSOR\n\n[](https://www.oasissenioradvisors.com/locations/coastal-san-diego/)\n\nANNUAL GOLD SPONSOR\n\n[](https://advisor.ml.com/sites/ca/del-mar-ca/morris-sevier)\n\nANNUAL SILVER SPONSORS\n\n[](https://www.caringtransitionscarlsbad.com/)[](https://www.trustpropertiesusa.com/before-and-after-home-renovation/)[](https://www.sschechter.com/)\n\nANNUAL BRONZE SPONSOR\n\n[](https://www.firstamtrust.com/)\nInterested in becoming AEP® certified? Email us with “AEP” in the subject line at administrator@epcsd.org\nEstate Planning Council of San Diego  |  [epcsd.org](https://www.epcsd.org)\n
SUMMARY:AI and Data Privacy - Estate Planning Council of San Diego 
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