Wolf & Company, P.C.

We are excited to be attending the New Jersey Bankers Association’s Rising Star Awards to celebrate leaders who are making a meaningful impact in their business & communities. 💫 As a proud sponsor of this event, Allan Lloyd will be emceeing the award ceremony & Will Nowik will also be in attendance!

https://bit.ly/3YG0kIH

Wrapping up an unforgettable few days at Money 20/20 with the best team! 🌟 Joshua Siegel, Matt MacDonald, Jonathan Wilkie, Sophie Blanchard, Gianna Ghitsa & Corey McElroy.

From insightful conversations to exploring groundbreaking trends in , we’re leaving Las Vegas inspired and ready for what’s next. Huge thanks to everyone who connected with us – let’s keep the momentum going! 🚀

Curious about what Wolf is working on in the fintech space? Take a look at our latest insights and innovations here: wolfandco.com/industries/financial-services/fintech

🎤As a proud sponsor of the CCBN Annual Top Banker Meeting, Steve King will be speaking on the management panel to discuss third-party risks that are directly impacting community today.

Don’t forget to be on the lookout for Paul Corcoran – see you there! 👋

https://www.ccbnetwork.org/events/topbanker2024

Discover how the Zero Trust model can enable each user, device, application & transaction to be continuously verified during the ICBA’s webinar.

Will Nowik will be detailing:
✅The Zero Trust model & its significance
✅Practical steps for assessing your current security posture
✅A comprehensive roadmap for starting your Zero Trust journey
✅And more….

🔗Click the link to attend live or on-demand!

https://www.icba.org/events/details/2024/10/29/education/navigating-zero-trust-building-your-strategy-and-roadmap

Thank you to everyone who joined Wolf’s Fintech Mixer during Fintech Sandbox’s ! Our panel, moderated by Tommy Marshall, tackled the unique challenges and opportunities facing start-ups.

Special thanks to our panelists Cristina Palladino, Ryan Rodrigue, Cecilia Frerotte & Chris Stanley for diving into important topics like back-office expansion, compliance, and regulatory hurdles. The insightful discussions & networking (plus homemade Mai Tais!) made for a memorable evening!

The countdown begins for Hack Red Con – we are just 4 days away! 🕰️
Alex Martirosyan will be speaking on the topic of “Intro to Infrastructure Automation for Offensive Security” & Joe Sarkisian will be speaking on the topic of “It’s Breach O’Clock! Do You Know What Your MSSP is Doing?”

Doug Gerth & Sophie Blanchard will also be in attendance & Wolf is a proud sponsor – don’t miss us at the event!

https://hackredcon.com/

Get ready for the future of ! Wolf & Company will bring industry-leading insights to Money 20/20, so your organization can:

✅ Stay ahead of regulatory roadblocks with strategies to minimize disruptions & protect your business.
✅ Discover the latest in fintech to mitigate risks, secure digital payments & build proactive defenses.
✅Leverage data architecture, governance & model validation to ensure accuracy and drive smarter decision-making.

Don’t miss your chance to connect with Joshua Siegel, Matt MacDonald, Jonathan Wilkie, Sophie Blanchard, Gianna Ghitsa & Corey McElroy!

https://www.wolfandco.com/industries/financial-services/fintech/

A massive thank you to everyone who attended the 2024 WolfPAC User Conference in Boston last week!

The energy was off the charts, and we loved seeing so many of you dive into the interactive sessions, make new connections, and have a blast at our dinner event.

Your participation made this event truly special, and we can’t wait to do it again next year!

isn't a luxury—it's a necessity.

With threats ranging from basic email scams to advanced hacks, implementing a robust cybersecurity framework, such as NIST or CIS, is a crucial step in protecting your organization. Ready to strengthen your defenses? Derek Morris’ insight ensures you choose & implement the right framework.

https://www.wolfandco.com/resources/blog/understanding-importance-of-cybersecurity-frameworks/

Understanding the Importance of Cybersecurity Frameworks – Wolf & Company, P.C. What are cybersecurity frameworks, and what makes them so important to defending your data?

📢Ada Paddock & Steven Barra will both be speaking at the Iowa Bankers Technology Conference!

Listen in as we explore how can capitalize on the emergence of digital assets, including:

➡️Core concepts of technology & digital assets
➡️Why they matter to your customer base
➡️The rapidly changing regulatory landscape
➡️And more!

https://ibatechconference.com/schedule/

Let’s foster resilience in together at booth #601 during the NJ DV HIMSS Fall Conference! As a proud sponsor, Gianna Ghitsa & Sophie Blanchard will both be in attendance to discover how our solutions can build a better future for your organization.

https://njdvhimssevent.com/

We’re excited to welcome our new hires to the Boston office! 🎉To kick off their new career journeys, they participated in team bonding exercises, heard from our CEO, Jerry Gagne & engaged with a leadership panel to learn more about our firm’s strategy and values. We’re thrilled to see our team grow & can’t wait to see the impact our new team members will make!

Don’t let the drop in candidates become a roadblock for your business. With Outsourced Accounting Solutions (OAS), you can access top talent, enhance efficiency & keep your operations running smoothly.

🔗Learn more in Michael Chapman’s short blog: https://www.wolfandco.com/resources/blog/strategic-advantages-outsourced-accounting-services/

⚠️ Do you think your passwords are safe? Hackers can access passwords stored on your computer & reusing them makes it even easier for them to get in.

Lock down your security with essential tips from Stephen Nelson below!

https://www.wolfandco.com/resources/blog/unlocking-lsa-secrets-key-security-risks-consider/

Unlocking LSA Secrets: Key Security Risks to Consider – Wolf & Company, P.C. Local Security Authority (LSA) secrets store sensitive data – but it can pose threats to your password security. Here’s how.

We can’t wait to be back at the Wild West Hackin’ Fest in South Dakota! 📍

Joe Sarkisian, Doug Gerth, Rita Griffith & Alex Martirosyan will be joining professionals across the nation to explore the latest in information security. Will you be there? Wolf is a proud sponsor – come connect with our experts!

https://wildwesthackinfest.com/

A business email compromise costs an organization, on average, $1.03 million – and the price is only growing…

Tune in to the ICBA’s webinar with Joe Sarkisian to explore the new approaches that both bad actors & proactive security testers are using to breach organizations & invade your privacy. You’ll learn:

✅ Why Microsoft Teams isn’t secure by default – and how to configure it properly
✅ Strategies to safeguard your organization from emerging threats
✅How to implement strategies to protect your organization from vulnerabilities
✅And more!

🔗Don’t miss out – click the link to register for the live or on-demand session: https://www.icba.org/events/details/2024/10/08/education/the-whimsical-world-of-business-email-compromise

Let’s set the standard for regulated enterprises. Join us at the Crypto Finance Forum hosted by Cryptio!

Marissa Scicchitano will be participating in the panel, "View from the FASB: Accounting Standard Setting and Implementation” & Wolf is a proud sponsor. Be on the lookout for Jon Wilkie, Eric Movsesian & Scott Goodwin – meet our team to discuss actionable strategies tailored to your business, so you can navigate the evolving crypto landscape. 🚀

https://cryptofinanceforum.nyc/

The countdown begins…Wolf is attending ’s biggest event of the year, Money 20/20! 🚀

If you’re facing challenges with , , or innovation, this is your chance to discuss solutions with the best experts in the field – Josh Siegel, Matt MacDonald, Jon Wilkie, Sophie Blanchard, Gianna Ghitsa & Corey McElory will all be there to share their insights & expertise.

Don’t miss this opportunity to connect & collaborate with our industry leaders!


https://www.wolfandco.com/industries/financial-services/fintech

Chris Bacchi is gearing up to speak at the New Jersey Bankers Association’s Compliance University! Join him & other industry leaders as he dives into best practices for managing in the sector. You won’t want to miss his session on “Demystifying Third-Party Risk.”

https://www.njbankers.com/Shared_Content/Events/Event_Display.aspx?EventKey=2024COMPL

Exciting News! 🎉

We are proud to congratulate our team members on their hard work as they step into their roles as Principals at Wolf & Company. With a proven track record of leadership & deep expertise across industries, they continue to play a vital role in driving our success & delivering exceptional value to our clients.

Please join us in recognizing Carol Capone, Sean Goodwin, Rita Griffith, Lucas Parker, Gini Rubega, Rita Ryan, Marissa Scicchitano, Colleen Simonelli, Ron Tache & Derek Thomas on this well-deserved achievement! 👏

🔒As high-profile breaches become the norm, how can you stay one step ahead of bad actors?

Listen in during the Investment Advisors Association’s Leadership Forum, where Sean Goodwin will dive into the dynamic landscape of , sharing effective strategies for recognizing & responding to threats.

Don’t miss this opportunity to equip your organization with practical techniques to bolster your defenses!

https://iaaaccess.org/

Discover how you can go beyond the basics in & at the Investment Advisors Association’s Leadership Forum! As a proud sponsor of the event, DenSecure’s Sean Goodwin will be speaking on the topic of “Beyond The Checkbox: The Art of Elevating Tabletop Exercises for Proactive Defense.”

https://iaaaccess.org/

🔍 Are your fintech relationships creating value or introducing ? Explore Cristina Palladino’s top considerations for maintaining robust & compliant third-party relationships in the rapidly evolving landscape.

https://www.wolfandco.com/resources/insights/banks-fintechs-3-risk-categories-you-need-know/

That’s a wrap on the FMS Boston Chapter’s 32nd Annual Golf Tournament! 🏌️

With 80 golfers, including bankers and vendors, it was a great day of networking & raising money for the 9/11 MassFund with our "Hit the Green “competition. Thank you to everyone who joined us and made the day memorable – we hope to see you next year!

📢 Get ready, Texas! Wolf is a proud sponsor of HOU.SEC.CON where Joe Sarkisian will be diving into the topic of “It’s Breach O’Clock! Do You Know What Your MSSP is Doing?”

Swing by booth #521 to network with Doug Gerth & Kyle Hicks – let’s talk about how you can enhance your response strategies. See you there! 👋

https://web.cvent.com/event/bd513fda-a770-4d88-b239-a726de672661/summary