Privilege and Proprietary Information in the Digital Age

Wednesday, May 17, 2017

2:00 pm - 3:00 pm ET









 Stacy Louizos
Partner, Drinker Biddle
 Matthew Sullivan
Senior Security Engineer, Workiva
 James Lundy
Partner, Drinker Biddle



Privilege and Proprietary Information in the Digital Age from NICSA


In an era of increased regulatory scrutiny and evolving technology, what is the state of attorney-client privilege in the fund management industry? Independent fund boards and those who communicate with them, find themselves in the middle of these increasing regulations—often with more questions than answers.

This webinar will educate financial professionals in the funds industry on best practices regarding communications between fund management and fund boards in a contemporary setting. After viewing the webinar, attendees will be able to:

  • Characterize what is attorney-client privileged—and what is not
  • Delineate what constitutes appropriate digital communications
  • Enact measures to protect confidential information from cybersecurity breaches

Who should attend? Fund boards and the financial professionals who communicate with them.

CPE Information


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For this webinar:
CPEs Earned: 1
CPE Field of Study: Regulatory Ethics
Program Level: Basic
Delivery Method: Group-Internet Based


For more information regarding refunds, cancellations and complaints, please contact Travis Orton at 508.683.1618.