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Comment Letter on New York Cybersecurity Proposal

Late last month, we submitted a comment letter in support of a proposed rule from the New York Department of Financial Services (DFS) that would establish minimum cybersecurity requirements for regulated entities in the state. 121 more words

Independent Financial Advisors

OneVoice 2017 Recap

We thank all of our firm executive members who gathered in San Francisco late last month for OneVoice 2017. The conference provided a unique opportunity not only to celebrate recent successes but to firm up our strategic imperatives for the future. 125 more words


How to Become a USAID Foreign Service Officer

As all government employees are aware, unless one is fortunate enough to fall under a “special hiring authority”, the Federal hiring process is often long, opaque, and sometimes painful. 1,821 more words


Language Training

After you get your assignment, it’s often time to learn a new language. In my case, that means 24 weeks of Brazilian Portuguese.

Coming in with Japanese, I was both a little concerned and cautiously optimistic about this process. 297 more words


FSI CBOK Study: Effective Assurance Alone Is No Guarantee of Internal Audit Success

By Mike Thor, Managing Director
Leader of Protiviti’s North American Internal Audit practice

This year the internal audit agenda for the financial services industry is more than a little crowded. 417 more words

Internal Audit

Distance Learning Begins

My Distance Learning class started this week.  This is a language course (Mandarin, naturally) that’s all online, no classroom.  FSI’s website has everything you need: course materials, several ways to interact with your fellow students, and a mentor that guides you through the class.  367 more words