Remote Workforce Series: Moving to the Cloud

Remote Workforce Series: Moving to the Cloud
Remote Management of Risks to Customer Data 

Thursday, April 8, 2021
3:00 pm – 4:30 pm Eastern

Cloud management is serious business.  Remote management is even more intricate – and more complex since many employees now work remotely.  How are you ensuring compliance, security, and accountholder privacy?   


  • Understand the steps to prepare for a move to the cloud and avoid common pitfalls
  • Distinguish different cloud types and the pros and cons of each
  • Identify and assess cloud computing risk
  • Determine whether moving to the cloud could be the right move for your institution


“Cloud computing” has been around for over a decade and has gained traction in financial institutions of all sizes and system complexity.  With the move to cloud computing comes new risks and considerations.  The cloud is not a silver-bullet solution to outsourcing system risk and safeguarding accountholder data.  Learn what financial institutions should do to ensure the necessary steps are being taken to secure accountholder information, comply with industry regulations, and leverage the benefits of cloud computing. 


This session is designed for IT professionals, information security officers, senior management, and anyone involved with cloud computing and vendor management.


  • Best practice checklist to ensure compliance with cloud computing regulations 
  • Questions to ask your cloud vendor as part of vendor management
  • Itemization of critical security requirements to include in a cloud vendor contract
  • List of critical performance and support requirements that should be in a cloud vendor contract
  • Employee training log
  • Interactive quiz


John Moeller, CLA
John Moeller, a principal at CLA, is focused on serving the technology needs of financial institutions.  Over the past 35 years, John has gained extensive experience developing strategic technology plans for financial institutions.  He performs technology and vulnerability/risk assessments, controls reviews, and information security and business continuity program development, implementation, training, and testing.

John is a frequent speaker on information security, IT assessments and strategy, CIO outsourcing, and managed IT services.  He holds several professional certifications, including Certified Information Systems Security Professional, Certified Ethical Hacker, and EC Council – Certified Security Analyst.  He received a bachelor’s in Information Technology from Capella University.

Mark Shaffer, CLA
Mark Shaffer is the Manager of IT Consultancy and Cybersecurity in CliftonLarsonAllen’s (CLA’s) Bellevue office.  As an evangelist for cybersecurity excellence, Mark knows what is required to protect today’s consumer value-driven organizations.  His focus on user experience, enterprise risk mitigation, and security operations transformation has produced results in security architecture, market capitalization, and organizational hardening.  

Known for his calm demeanor, mission focus, and consistency, Mark often mitigates major cyber security incidents and user access control issues.  Throughout his career, he has held principal leadership roles with scopes of authority exceeding $60 million, which have contributed significant value to diverse global, market-leading organizations, including Microsoft, T-Mobile, IBM, and others.

Shane Hendrix, CLA
Shane Hendrix is the Director of IT Consulting and Cybersecurity at CLA’s Bellevue, Washington office.  Shane puts his ethical hacking skills, problem solving, vulnerability, and exploitation knowledge to use by evaluating, testing, and scanning to determine weaknesses in client IT operations, processes, systems, and related controls. He performs a variety of internal and external technical assessments to ensure organizations can appropriately react to threats, identify security gaps, and improve their ability to prevent attacks. 

Shane has 15 years’ experience working in information technology, with a prior emphasis on database-driven web application development. Before joining CliftonLarsonAllen, Shane worked for the nonprofit EdLab Group as their Information Technologies Specialist.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education,Training & Special Events Coordinator, Patti Webb, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)
Live Webinar ($345/$490) – The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at

Recorded Webinar + Free Digital Download ($265/$400)– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Additional Live Webinar Connections ($175/$260)  – Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download ($395/$600)– Includes Live Webinar and Recorded Webinar options above.

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