In this educational webinar, we discussed why best tech management practices become even more critical in the evolving work-from-home business environment.  Learn more

Topics addressed include:

  • Contingency/Continuity planning
  • Managing work-from-home issues
  • Phishing email scams
  • Resources for RIAs and their clients


Wes Stillman, CEO, RightSize Solutions

Jeff Groves, President, ComplianceWorks, Inc.

Susan Glover, President, Susan Glover & Associates, LLC

At one of our nation’s most vulnerable times, the bad actors are extremely active. Gain insight on how your security should work — and the inherent risks in not using it properly.

RightSize Solution ( is the leading provider of outsourced IT management and cybersecurity for RIAs, including the RightSize Shield.

ComplianceWorks, Inc ( provides affordable outsourced compliance services to small and medium-sized financial services firms.

Susan Glover & Associates, LLC ( specializes in operations & technology management for financial services firm.