*1 Credit hour to Standards of Practice, Types of Expenses for CDMM® recertification.
In an increasingly cyber-insecure and complex world, daily money managers are responsible for the understanding and use of the tech resources they possess. They need to work efficiently while still protecting their client and personal data. Participants in this webinar will receive practical guidance to help them understand how to work more effectively, while protecting their client data, whether using Macs or Windows computers. They will gain an understanding of important tech tools and methodologies, including resources for backup, data storage, monitoring, cyberthreat and email protection, password management, as well as practical computer-based tips and tools.
Intended Audience: Daily Money Managers. While Bergen IT is based in Bergen County, NJ, DMMs can be anywhere in the country or the world to participate. We can also service them remotely should they need our tech support.
Presenters: Costa Rodis and Felicia Halpert
Costa Rodis is the Founder and Chief Technology Officer of Bergen IT LLC. He combines nearly 30 years of experience in the IT field with a sharp focus on how new technologies can solve the challenges faced by businesses and professionals, including increased security risks. Costa has worked in the IT departments of major law firms, and as an independent consultant and trainer in New York City and in northern NJ. He founded Bergen IT in 2009, and is comfortable with software and hardware, PCs and Macs, Windows and OSX, desktops and laptops, smart phones and tablets.
Felicia Halpert is the President of Bergen IT LLC. She is highly experienced in the digital, operations, project management, and website spaces. Felicia joined Bergen IT in 2013. Her goal is to bring the best in technology support, resources, and security to small businesses, professionals, and homeowners.
Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration forms. The registration fee is set per person, not per connection.
Confirmation: Registrants will be notified in a follow-up email.
Questions: Email AADMM Registration Office registration@aadmm.com.