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Virtual Client Education Event: Creating Cyber Hygiene Habits to Protect Yourself Online

Please Join Us October 27, 2020 at 7:00pm CDT

Today, we find ourselves more vigilant than ever with personal hygiene to safeguard our health during the pandemic. Similarly, the same vigilance should be applied to "cyber hygiene" practices to avoid online threats, security breaches, and viruses infecting our electronic devices. 

Our speakers, Jason Lish and Stacy O’Keeffe, are cyber security experts who also work in the financial industry. During the presentation they will help equip and prepare us to:

  • overcome uncertainty online
  • recognize online threats
  • understand vulnerabilities created by using out of date software
  • create your own cyber hygiene checklist

“While there are numerous threats and multiple vulnerabilities with each piece of the digital puzzle, creating a cyber hygiene routine will help improve the security of any system."

Jason Lish
Chief Security, Privacy, and Data Officer—Advisor Group, Inc.
Jason Lish joined Advisor Group in April 2019 and is responsible for building and implementing a comprehensive and proactive security strategy to drive business decisions and protect value creation on behalf of Advisor Group and its affiliated financial professionals. He also leads the firm’s Information Security and Privacy subcommittee (ISPS) of the Risk Committee.
Prior to Advisor Group, Jason served as Alight’s Chief Information Officer and Chief Security Officer. In these roles, Jason was responsible for Alight’s overall digital, technology, enterprise risk and security strategy. Before joining Alight, Jason was the Senior Vice President of Security Technology and Operations for Charles Schwab and held senior roles in cyber security at Honeywell. Jason began his career in the United States Air Force as a telecommunication specialist where he administered large network, communication, and cryptographic systems. He serves on several advisory boards related to cybersecurity.
Jason earned a Bachelor of Science degree in Management Information Systems, Information Technology, from Bellevue University, and an MBA at Ottawa University. He also completed executive education in cybersecurity and national policy at the Harvard Kennedy School and is an FBI CISO academy graduate. Jason is a Certified Information Systems Security Professional (CISSP), a CISCO Certified Network Professional and Associate, is certified in IT Infrastructure Library Foundation, and a certified Six Sigma Green Belt.

Stacy O’Keeffe
VP, Advisor Facing Technology—Advisor Group, Inc.
Stacy O’Keeffe has served as VP of Advisor Facing Technology for Advisor Group since August 2018. In this role, she manages a team of consultants to drive use and implementation of the network’s technology offerings, focusing on technology practice management and communications. Additionally, Stacy manages a team of cyber security analysts that deliver cybersecurity protection via the firm’s CyberGuard Program solutions.
Stacy joined the Firm in 2003 under Sun America Securities as a Customer Service Representative. She held various customer service roles before becoming a corporate trainer for Advisor Group, helping to train financial professionals in maximizing the Firm’s offerings. Her career progressed into Advisor Facing Technology where she began as a consultant. She has built a team that supports financial professionals across the Advisor Group network in the areas of technology and cyber education. Prior to joining Advisor Group, Stacy held various roles in the financial services industry both in the field and the back office.
Stacy earned her bachelor’s degree from Arizona State University, graduating with a double major in Economics and Political Science, with a minor in Economic Law. She holds Series 7, 63, and 65 licenses.