CREDENTIALS

Education

Bachelor of Arts in Mathematics and Physics, Adelphi University

Master of Business Administration in Management Theory and Organizational Behavior, New York University

Licenses

ISACA Certified Information Systems Auditor (CISA)

Certified Cryptocurrency Auditor

Certified Blockchain Security Professional

Presentations & Publications

Publications

Contributor, New York Enterprise Report

Contributor, Westchester County Bar Association Newsletter

Contributing Author, Grow Your Practice: Legal Marketing & Business Development (New York State Bar Association Publication)

8/2011 - The Ins and Outs of Cloud Computing (New York Enterprise Report)

10/2011 – The Risks of Social Media (New York Enterprise Report)

11/2011 - Should Attorneys Move to the Cloud (Westchester County Bar Association)

12/2011 - Protecting Your Network from a Terminated Employee (New York Enterprise Report)

8/2012 - 6 Steps to Protecting Your Company’s Data on an Employee’s Device (New York Enterprise Report)

5/2016 - The Vision: How to Avoid Costly Office Technology Disasters: 7 Cringeworthy Examples of What Not to Do (Citrin Cooperman)

8/2016 – Windows 10 Upgraders Beware (Citrin Cooperman)

10/2016 - The Need for Internet Redundancy (Citrin Cooperman)

10/2016 - The Vision: How to Avoid Costly Office Technology Disasters: 7 Cringeworthy Examples of What Not to Do (reprinted in AIA Connecticut Bulletin)

11/2016 - Selecting Systems for your Business (Westchester County Business Journal)

3/2018 – Planning for Disaster – It CAN Happen to You (Citrin Cooperman)

6/2018 - Planning for Disaster – It CAN Happen to You (reprinted in Westchester County Business Journal)

1/2019 – Understanding Cybersecurity Risks at Not-For-Profit Organizations (Citrin Cooperman)

4/2019 - Technology Considerations for Not-For-Profit Organizations (the CPA Journal)

4/2020 – Not-For-Profit Alert: IT and Cybersecurity Risk Awareness (Citrin Cooperman)

Summer 2020 – Cybersecurity: Law Firms Are Under Attack (New York State Bar Association Entertainment, Arts and Sports Law Journal)

7/2020 – Cybersecurity: An Ethical Responsibility (New York Law Journal)

3/2021 – Top 10 internal control considerations for entities transacting in digital assets (Trusted Professional)

Presentations

5/27/2015 – IT Systems –The Importance Of a Disaster Recovery Plan and Proper Backup Systems (Citrin Cooperman Roundtable, New York, NY)

10/7/2015 – Cybersecurity for FINOPS (Citrin Cooperman Presents Hot Topics for Financial and Operations Professionals, New York, NY)

11/17/2015 - IT Systems –The Importance Of a Disaster Recovery Plan and Proper Backup Systems (NYSSCPA Chapter CPE Program, New York, NY)

4/21/2016 – Technology Tips and Tricks for Small Law Firms (New York City Bar Association, Law Practice Technology Section, New York, NY)

5/3/2016 – Cybersecurity for the Services Industry (NYSSCPA Broker/Dealer Conference, New York, NY)

9/8/2016 – Cybersecurity for Architectural Firms (AIACT Connecticut Chapter of the American Institute of Architects, New Haven, CT)

2/16/2017 – Don’t Let Them Take a Byte (Citrin Cooperman Presents, West Harrison, NY)

3/1/2017 – Trends in Cyber Security (Tappan Zee Business Network, Tarrytown, NY)

3/30/2017 – Cybersecurity (Citrin Cooperman Presents Current Issues in Cybersecurity, Bryn Mawr, PA)

5/23/2017 – Understanding Your Cybersecurity Risks (Citrin Cooperman Presents, Mansfield, MA)

6/8/2017 – The U.S. Cyber Security Compliance Environment (KOTRA KOREA-US Cyber Security Business Partnership 2017, Bethesda, MD)

7/20/2017 – Cybersecurity for Architectural Firms (AIACT Connecticut Chapter of the American Institute of Architects, New Haven, CT)

7/27/2017 – Cyber Security Primer (New York Business Forum, New York, NJ)

8/2/2017 – Corporate Cybersecurity Responsibilities (Newark Regional Business Partnership Business Information Workshop: Cyber “Smart” Your Business, Newark, NJ)

8/8/2017 – Cybersecurity: Your New State Regulations for Business (Connecticut Association of Health Underwriters Medicare Summit, Stamford, CT)

9/15/2017 – Cyber Security Primer (Westchester Business Network, Purchase, NY)

9/20/2017 – New York’s Cybersecurity Regulation: 23 NYCRR 500 (Society of Financial Services Professionals, New York, NY)

9/26/2017 – Mandatory NYS Cybersecurity Requirements (Citrin Cooperman Webinar, New York, NY)

11/2/2017 - Branding and Reputational Risk (Citrin Cooperman Presents Roundtable, New York, NY)

4/10/2018 - Cybersecurity for Securities and Financial Services Firms (SIFMA Internal Auditors Society: Stay Strong for 2018 – What Emerging Risks We Need to be Aware Of, New York, NY)

4/13/2018 – Understanding the Rapidly Changing ERP Landscape (Citrin Cooperman Webinar, New York, NY)

4/19/2018 - The Procrastinator’s Guide to the General Data Protection Regulation (GDPR) (International Association of Privacy Professionals New Jersey KnowledgeNet, Roseland, NJ)

4/25/2018 – Reputational Risk with Ransomware (Google & Other Experts Speak, Philadelphia, PA)

5/3/2018 – Cybersecurity Panel - When Worlds Collide (Citrin Cooperman / Atlantic Tomorrow’s Office Conference, East Rutherford, NJ)

5/22/2018 – Understanding the Impact of Technology on Litigation Services (NYSSCPA Forensic Accounting and Litigation Services Conference, New York, NY)

5/24/2018 – Cybersecurity Risks for Employee Benefit Plans (NJCPA Audits of Employee Benefit Plans Conference, Edison, NJ)

6/5/2018 – Blockchain Considerations for CFOs (CFO Leadership Group, New York, NY)

9/13/2018 – How a Non-Techie can make Effective Technology Decisions (New York State Bar Association, New York, NY)

9/18/2018 – Update on SEC Priorities for Cybersecurity and Cryptocurrencies (SIFMA Internal Auditors Society: Have Your Audit Team Finish Strong for 2018, New York, NY)

9/20/2018 – Current Practices for Managing Your Digital Assets (Citrin Cooperman / Moses & Singer, New York, NY)

10/3/2018 – An Introduction to Cybersecurity (Tappan Zee Business Network, Tarrytown, NY)

11/16/2018 – An Introduction to Cybersecurity (Westchester Business Network, Purchase, NY)

1/15/2019 – The Business of ICOs (NYSSCPA Digital Assets Committee, New York, NY)

4/3/2019, 5/1/2019 - An Intro to Blockchain (Tappen Zee Business Network, Tarrytown, NY)

4/11/2019 - Getting Ahead of Technology in Fighting Digital White Collar Crimes (American Bar Association, Washington D.C.)

10/28/2019 - What Technology Do You Really Need? (New York State Bar Association, New York, NY)

1/30/2020 – Technology in Your Practice (New York State Bar Association: Annual Meeting, New York, NY)

3/19/2020 – Staying Safe and Maximizing Productivity During the Coronavirus Crisis (Citrin Cooperman Webinar, New York, NY)

4/16/2020 – COVID-19 Web Series: Information Technology & Cyber Security Risk Awareness (Citrin Cooperman Webinar, New York, NY)

9/14/2020 – Technology Options for Managing a Remote Workforce: Ideas and Apps for Law Firms (New York State Bar Association, New York, NY)

3/18/2021 –Top Considerations for Businesses Transacting in Bitcoin and Cryptocurrencies (CPA Academy Webinar, New York, NY)

4/14/2021 – Operational and Internal Control Considerations for Companies Transacting in Digital Assets (Citrin Cooperman Webinar, New York, NY)

6/22/2022 – IT Outsourcing and System Selection for Law Firms (Citrin Cooperman Webinar, New York, NY)

9/29/2022 – Nuts and Bolts Information for Lawyers Who Have to Handle It All (New York State Bar Association: Solos and Small Firm Lawyers Conference, New York, NY)

12/13/2022 – Cybersecurity & Crypto Assets (New York State Society of Certified Public Accountants, New York, NY)

4/12/2023 – NFT Internal Controls (NFT.NYC Conference, New York, NY)

10/5/2023 – Technology Modernization (New York State Bar Association: Solos and Small Firm Lawyers Conference, New York, NY)

5/16/2024 – Cyber Security & AI - Ethical Responsibilities: Reaping the Benefits While Managing the Risks (Citrin Cooperman CLE Class, New York, NY)

Quotes

10/25/2011 – Navigating the Quest for a Wireless Office (Curt Finch, CIO Blogs)

5/25/2012 – Working Together, Playing Together (Janice Kirkel, Westfair Online)

6/26/2012 – Four BYOD Challenges Small Businesses Face (Anne Field, The Network: Cisco's Technology News Site)

11/1/2012 – Q&A: A Taxing Proposition for Small Businesses (Joyce M. Rosenberg, Associated Press)

2/14/2012 – Technology You Can Do Without (Daniel Casciato, Medical Office Today)

11/9/2012 – Data Backup in Westchester (Sam Barron, Westfair Online)

7/19/2013 – Employers Must Watch for Smart Phone Abuses (Jack O’Dwyer, O’Dwyer’s Inside News of Public Relations and Marketing Communications)

8/28/2013 – Advise for Small Companies: Take Stock, Take Risks (Joyce M. Rosenberg, Associated Press)

10/30/2013 – Stiff Resistance to State Technology Taxes (Elaine S. Povich, The PEW Charitable Trusts)

2/2/2014 – A Look at What 2014 May Hold for Small Businesses (Joyce M. Rosenberg, Associated Press)

9/17/2014 – 5 Things Small Businesses Need to Know This Fall (Long Island Business News)

4/5/2016 – Be on Alert at Work for Cyber-Scammers (Erin E. Arvedlund, Philly.com)

1/6/2019 - Strategic Networking for Introverts, Extroverts, and Everyone in Between (Carol Schiro Greenwald, American Bar Association Book Publishing)

12/3/2019 – Blockchain: Unlocking New Potential (Antoinette Alexander, Accounting Today)

Affiliations

President, Westchester Business Network

Steering Committee Member, New York Business Forum

Member, Mercy University Legal Studies Advisory Board

Past Honorary Chair, Westchester County Bar Association Technology Committee