Please join us for an RIA Round-Table discussion.

April 3, 2019

9:45 AM–12:45 PM

City Club of San Francisco

Grand Salon • 9th Floor

155 Sansome Street, San Francisco, CA 94104

Business Casual Dress

Directions »

See what’s on the agenda.

 9:45 AM 

Check In

 10:00 AM 

Welcome and Introductions

Anne Bisagno, President, Xantrion

 10:05 AM 

2019 OCIE Cybersecurity Exam Priorities*

Stephen Ferrero, Security and Compliance Manager, Xantrion

 10:25 AM 

Best Practices and Discussion*

Stephen Ferrero, Security and Compliance Manager, Xantrion

10:25 AM

Incident Response Plans*

10:50 AM

Vendor Risk Management*

 11:15 AM 


 11:25 AM 

Risk Assessment Best Practices and Discussion*

Stephen Ferrero, Security and Compliance Manager, Xantrion

 11:50 AM 

Anatomy of a Spear Phishing Attack

Stephen Ferrero, Security and Compliance Manager, Xantrion

 12:00 PM 


*Recorded for those who missed the meeting

Meet the speakers.

Anne Bisagno

President, Xantrion

Anne Bisagno is President and co-founder of Xantrion, an Oakland based cybersecurity and IT support firm that specializes in providing tailored solutions for midsized businesses.

Anne created the Xantrion brand and its offerings, quickly growing the business and gaining exposure in the business community. She is responsible for business development and administrative operations. She has formed strategic partnerships with Microsoft, the Schwab Small Institutional Investor Division and other key technology vendors and support providers.

Prior to joining Xantrion, Anne was a product manager, a business planning consultant, a marketing program manager, and programmer. She has a B.S. in Chemical Engineering from the Massachusetts Institute of Technology and an M.S. in Chemical Engineering from UC Santa Barbara.

Stephen Ferrero

Security and Compliance Manager, Xantrion

Charged with leading the cybersecurity consulting practice at Xantrion, Stephen is a 15-year veteran in the information technology and security field. He partners with CCOs and executives to architect and maintain strong information security programs for their businesses.

After spending over a decade consulting with business leaders and working with regulators in the health, finance and government sectors, Stephen knows what it takes to effectively manage cybersecurity risk and maintain compliance with industry standards. It is his mission to secure his client’s digital assets while ensuring their business is empowered and operating efficiently.

Stephen is a Certified Information Systems Security Professional trained in information security, and holds a B.S. in Information Technology from Western Governors University.