Social Media Webinar For Fox September 2010

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Facebook Fun or Smoking Gun:
Family Security in the Age of Social
Media

Christopher Falkenberg, Insite Security
James Kane, HUB International
Peter Piotrowski, Chartis Insurance
Rob Sugrue, Insite Security

FOX Personal Financial Security and Compliance Series

Christopher Falkenberg Founder and President
Insight Security Inc.

Christopher Falkenberg is a former Special Agent of the U.S. Secret Service and an attorney. While with the Secret
Service, Mr. Falkenberg conducted numerous protective advances for the President of the United States and other
government officials here and abroad. He led investigations of major fraud cases and worked on successful prosecution
and sentencing of the perpetrators. Among his awards and citations, he received the Treasury Department's Special
Service Award and was recognized for heroism following the 1993 World Trade Center bombing. As a litigator with New
York law firm Davis Polk & Wardwell, Mr. Falkenberg conducted corporate internal investigations and was involved in a
wide variety of civil and criminal matters. Prior to that, Mr. Falkenberg clerked for a judge in the U.S. District Court for the
Southern District of New York. He holds a Bachelor's degree from Kenyon College and a J.D. from Columbia University,
both with honors.

1-800-263-6317

James Kane HUB International
President

With more than two decades of personal insurance experience, Jim Kane joined HUB International in October 2005
following the acquisition of Personal Lines Insurance Brokerage, Inc. (PLI). He was named President of HUB
International Personal Insurance Ltd., the personal insurance division of HUB International that has over 500 employees
dedicated to personal insurance and more than 125 offices throughout North America. HUB International Personal
Insurance accounts for more than 20 percent of total revenue and is among one of the largest providers of personal
insurance in the United States and Canada.

Throughout his career, Mr. Kane has held several positions with local and regional insurance agencies in Philadelphia,
beginning with a Marketing Representative position for General Accident Insurance and most recently serving as Central
Zone Officer for PLI Brokerage. In addition, he served for 10 years as a faculty member of the Insurance Society of
Philadelphia, a nonprofit organization that offers a variety of educational courses and workshops to the insurance, legal
and financial services industries. Mr. Kane has contributed to numerous articles on insuring high net-worth clients and
has been widely quoted in major national publications. He has also been asked to provide commentary on numerous
topics relating to insurance for high net-worth clients.

A graduate of the University of Notre Dame, Mr. Kane has remained an active alum, serving as President of the Notre
Dame Alumni Association of Philadelphia from 1996-1998 and as a Philadelphia board member
from 1990-2000.

1-800-263-6317

Robert J. Sugrue Insite Security, Inc.

Rob Sugrue is highly skilled in all aspects of security and technology management and his diverse background provides a
"hands-on" approach to the Privacy Protection Practice.

Mr. Sugrue has worked within the state, collegiate and corporate sectors. Throughout his comprehensive career, he has
attainted Sergeant Rank within the N.J. State Police, coordinated emergency and protective operations at multiple high-
profile university events and provided operational and technical security solutions for high net worth families and several
hundred financial service employees. During his tenure, Mr. Sugrue received 21 commendations from the New Jersey
State Police for significant indictable arrests.

Prior to joining Insite Mr. Sugrue was responsible for the security operations at Ziff Brothers Investments, where he was
managed the security program for the Ziff family. Mr. Sugrue was also responsible for all family and staff travel security,
and all operational, situational awareness and technical applications security, including securing family office networks.

Mr. Sugrue was previously a Project Manager at Columbia University’s Department of Public Safety, where he planned
and implemented a computer aided dispatch/record management system and an emergency text message notification
system. Mr. Sugrue led all communications (emergency, internal and external) and criminal information reporting
throughout the university.

Mr. Sugrue is a graduate of Saint Peter's College.

1-800-263-6317

Peter Piotrowski Chartis
Senior Vice President Claims

Peter Piotrowski joined Chartis Private Client Group in 2005. He has responsibility
for the management of all Private Client Group Claims functions. Before joining
Private Client Group, Peter held various technical and management claims
positions throughout the country with over 24 years of claims experience managing
state, regional, national and worldwide claims programs.

Peter began his career in 1986 with Continental Insurance Company where held a
succession of assignments of increasing responsibility at locations in New Jersey,
New York and California. After the merger of Continental and CNA Insurance
Company in 1995, Peter transferred to Georgia and then Illinois where held
positions of National Catastrophe Claim Manager and Regional Claim Vice
President. Prior to joining Private Client Group, Peter worked at Chubb Insurance
in Chesapeake, VA and Phoenix, AZ.

Peter has been married for 24 years and has two daughters. He enjoys cycling and
is a certified Spinning instructor.

1-800-263-6317

Today’s Discussion

• Social Networking
– What is Social Networking?
– Who uses Social Networks?
– Why are security measures important
when using Social Networks?
– Utilizing security measures and tools
available for Social Networks

8

Social Media: What is it?

Modes of interaction
• Chat
• Messaging
• E-mail
Online technology tools • Blogging
that enable you to easily • Discussion groups and forums
• RSS feeds
share information and • Wall posting
resources via the • Podcasts (audio or video)
Internet. • Webinars and live casting
• Voice chat (Skype)
• File sharing (Napster,
Sharepoint)

9

Social Media is just another tool
smart professionals can use
to do what they always do:
Network
10

Growth of Online Social Media

To reach 50 million users it took…

Radio = 38 years

Television = 13 years

Internet = 4 years
11


• It took Facebook just
9 months to reach
100 million users.

12

Polling Question
This text box will be removed but I want you
to be aware of this question. Please don’t
give away the answer prior to this polling
question. I moved it up one because I think it
will be an easier transition from the polling
question to the slide.

Turn the program over to me and I will
transition us to the question and facilitate it.

If Facebook was a country where would it
rank?
Answer is 3rd at 500 million members – NY
Times July 21 2010



Reach
• Facebook = 400 million
• Twitter = 105 million
• LinkedIn = 65 million
• Every day, 300,000 new Pop.
users sign up for Twitter 400,000,000
• 600 million search
queries on Twitter per
day Pop.
• YouTube is the 3rd most 308,898,000
popular website after
Google and Yahoo.

13

High Levels of Engagement

14

Social Networking Sites

Different sites cater to different interests
• MySpace emphasizes content; photos, videos, music,
and discovery of artists along with networking tools
• Twitter focuses solely on status updates
• LinkedIn focuses on career building through networking
• Facebook builds personal relationships with friends

15

Who Uses Social Media:
Emerging Trends

• Adults < age 34 and adults earning >$75,000 are more likely to use
the Internet to research and/or purchase insurance (Mintel
Comperemedia study)
• 68% of consumers say that a positive referral from a Facebook
friend makes them more likely to buy a specific product (Morpace
Omnibus study)
• 22% of independent brokers report using social media to support
sales (IIABNY survey, Fall 2009)

16

Emerging Trends

According to a Spectrum Group study:
• 36% of investors would like to receive information from
their wealth advisors via social networking venues like
LinkedIn, Twitter, and Facebook
• 57% of investors who follow Twitter are likely to follow a
financial advisor to gain professional information
• 77% of wealthy investors who read blogs are likely to
look to them for financial and investment advice

17

Why Companies use Social
Media

• To become more relevant in their customer’s
conversations and in their communities
• Get introductions to decision-makers
• Generate leads, engage new audiences and
transform customers into product evangelists

18

Polling Question

This will be removed but I want you to be aware of
this question. Please don’t give away the answer
prior to this polling question.

Turn the program over to me and I will transition us to
the question and facilitate it.

True or False – privacy settings for social media sites
rarely change and the default is the best option?
Answer False – you must read the options and change
accordingly.


Basic Security Principals For

• Familiarize yourself with the network you are
interested in using
– Look at the privacy settings and basic functionality
– Choose the SNS you are most comfortable with
• Remain as private as possible
– Be conscious of what you show and what you hide
– Choose to hide your real name on sites like
MySpace
– Use an avatar instead of a photograph of yourself for
your public default picture

20

Basic Security Principals For
• Rules for communication in the physical world translate to the
online world
– Don’t interact with anyone that you do not know in the
physical world
– Ex: PleaseRobMe.com
• Be aware of the personal information that you post (full name,
address, phone or email address)
• Use a Gmail or Yahoo email address for Social Networking
Sites
– Use caution when asked to import your address book
contacts

21


– All of your privacy settings should be ―Friends Only‖
– Hometown should be a region, if anything
– Be judicious in location-based status updates
– Uncheck the box in Facebook’s privacy settings that allows
Facebook to share your information with search engines
– Utilize ―Report Abuse‖ features if you find yourself in an
uncomfortable situation.
• Be wary of engaging in ―Facebook fighting‖ or online
arguments

22

What do these individuals
have in common?

23

Fame Is Not the only thing
at risk

• Examples of reputational damage to
everyday folks
– Elizabeth Collins
– Stacy Snyder
– Eddie Kenney and Matt Coenen
– Cory Franklin

24

High Profile - Litigation

• Natalie Maines, Blog-Libel
• Courtney Love, Twitter-Libel

25

Computer and Network Setup
Basics

• Protect your computer from viruses and attackers with antivirus software, i.e.
MacAfee, Norton, Panda, Av Free, etc.
• Protect your wireless router
– Use WPA (Wi-Fi protected access) security and select a unique password or a
short phrase (less than 64 characters)
– Turn off SSID (service set identifier); this means you will be invisible to anyone
sniffing for networks
– Change your router’s name from the default – do not use family name
• Protect your settings and files – add passwords and back up files to a secure storage
device

26

Browsing the Internet
―Be Anonymous, Be Invisible‖
• Be aware of the sites you visit
– Don’t download anything from non-trusted sites
– Look at a site’s address (URL) to make sure it is where you intended to visit
– For transactions (banking, etc.) only use sites that have ―HTTPS‖ in their
addresses
– Many financial institutions now use site keys—a picture and phrase that you
select—to make sure that you are on the legitimate site. Use them when
available
– Don’t download any add-ons suggested by a site unless you are certain that
they are safe. When in doubt, consult a pro
– Remain as anonymous as you can
• Don’t fill out forms and divulge personal information unless you
absolutely must
• Make sure site is verified by VeriSign, TRUSTe, or BBEonline
• Educate yourself about phishing https://www.phish-no-
phish.com/default.aspx

27

Passwords

Passwords should have nothing to do with your lifestyle,
family, hobbies, etc.
– Passwords should not be an actual word
– Use numbers and special characters within password
– Change your passwords frequently
– Use different passwords for different applications,
workstations, accounts and memberships
• The less overlap the better
– Try using an acronym based on a memorable phrase to
create ―gibberish‖ passwords.
• For example, the rhyme ―3 Blind Mice, See How They
Run‖ can be the basis of the password ―3Bm,sHtR‖

28

Protecting your Email

• Keep your personal (ISP provided) email as private as
possible
– Use a screen name that is different than your real name
– Set up a Gmail or Yahoo account for shopping or for
registering on different sites
• Never divulge personal information in response to an
email from any institution
– Your bank, broker, utility, etc. will not ask for personal
information; they already have it

29

Protecting your Email
• Do not fall prey to common Internet scams
– Nigerian investment scams, money in Iraq, etc.
– No random email requesting funds is ever legitimate
– Never divulge bank account numbers, routing numbers or even the name of
your bank over email
• No one will ever seek you out to offer you money
• Do not reply to spam emails
– Your reply lets them know that your address is valid
– Instead, block them through your email program
• Report Spam or Add to Junk Mail
– Don’t ever open or download a file or add-on from an unknown source
– Type the unknown sender’s name into Google and you can usually find
information about their scam

30

Know How to Report Abuse

• Located at the bottom of every MySpace Profile

• On the user’s homepage on Twitter

• On the left column of a user’s profile on Facebook

31

Summary

• You are never really anonymous on the Internet
– Be mindful of the information you choose to share
• Know who you are speaking with
• Never download anything unless you are certain of its origin
• Empower yourself by getting help when you are in over your head
– The major social networks have an abundance of resources for helping
you better navigate the online community
• For example:
– MySpace.com/Help & MySpace.com/Safety
– Facebook.com/Help
– Twitter.com/Help

32

Q & A Discussion


Contact Coordinates

Chris Falkenberg Peter Piotrowski
Insite Security Inc. Chartis Insurance
info@insitesecurity.com Peter.Piotrowski2@chartisinsurance.com
(212) 362-5700 908-679-2606

James Kane Rob Sugrue
HUB International Insite Security Inc.
james.kane@hubinternational.com info@insitesecurity.com
(312) 279-4856 (212) 362-5700


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Social Media Webinar For Fox September 2010

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