American Portfolios Funds Financial Planning Association of Long...

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American Portfolios Funds Financial Planning Association of Long Island's (FPA-LI) 2020 Virtual Symposium

CFO Tech Outlook | Friday, December 04, 2020

The FPA-LI 2020 Virtual Symposium, ‘Surviving and Thriving in Times of Crisis: The New Normal,’ offered Long Island investment professionals the chance to learn from top minds, participate in peer-to-peer learning and discussions, and come together to involve in essential conversations for the financial services industry.

FREMONT, CA: American Portfolios Financial Services (AP), an independent broker or dealer that services financial advisors, recently sponsored the Financial Planning Association of Long Island’s (FPA-LI) 2020 Virtual Symposium. It also presented thought leadership in the area of information security and multi-media support for event programming.

The FPA-LI 2020 Virtual Symposium, ‘Surviving and Thriving in Times of Crisis: The New Normal,’ offered Long Island investment professionals the chance to learn from top minds, participate in peer-to-peer learning and discussions, and come together to involve in essential conversations for the financial services industry. The three-day virtual event highlighted nationally acclaimed, leading speakers in financial planning discussing the latest expansions that impact and enhance the profession.

Among those speakers was Steve Krameisen, Chief Information Security Officer, AO, who presented “An Investment Professional’s Guide to Information Security.” Krameisen’s well-received session centered on what is meant by the term information security and why all investment professionals should care. The presentation covered definite areas that every financial services business should be protecting and administering the risks best. “The FPA-LI supports its members in advancing their careers to help clients achieve their financial goals,” said Krameisen. “I was very excited to help with that mission by sharing the importance of information security and the need to protect the clients’ confidential information along the journey. From my perspective, as an attendee and speaker, FPA-LI’s event program was impressive and thought provoking.”

Donna LaScala, RFC, CDFA, CLTC, of Port Washington, N.Y., is an FPA-LI board member who serves as the organization’s Women in Finance Committee co-chair and the Symposium co-chair. LaScala, who has been allied with AP for a decade, said, “the Symposium Committee’s goal was to make the meeting compelling, informative and entertaining. We went out and got the best speakers to present timely topics; in-between and following sessions we offered multi-media presentations [produced by AP’s media production facility, Studio 454] that included video recordings of committee chair-people, video clips and music interspersed with informative slides for our audience. All in all, it was very well received; our membership recognized and appreciated the work that went into bringing them this year’s FPA-LI Symposium.”

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