B2B: Consumer Privacy

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CE Credits: 1.25 CERP, CRCM

Description: In today’s ever-changing privacy environment, protecting consumer privacy has never been more important. This Webinar will provide an overview of principle privacy concerns set for in the Gramm-Leach-Bliley Act (GLBA), Regulation P, and the Right to Financial Privacy (RFPA) requirements. It will focus on the information that financial institutions are allowed to collect and share.

People who should attend: Compliance Officers and other relevant compliance team members, security officers, and internal audit.

Presenter: Daniel J. Baker, Compliance Officer

Daniel Baker serves C/A as a Compliance Officer. He attended Michigan State University College of Law. During law school, he worked in a variety of compliance and legal positions for software companies, and Allpine Title. He also holds a Bachelor of Science in Business Management from Utah
Valley University.

Most recently, he worked for a local law firm based in Temple, TX. Before law school, Daniel worked in various jobs within the financial sector, including a supervisor role at TCF Bank and as a Private Client Banker for JPMorgan Chase Bank. In addition to his professional career, He’s developed and conducted hundreds of seminars and educational classes based on financial independence, as well as a host of other topics.