Why Privacy Matters: How to Establish Trust Through Salesforce Security and Privacy

Featured speakers for this event

Rachel Beard Rachel Beard Principal Platform Security Specialist
Mark Bowling Mark Bowling Principal Risk Management Consultant
Mike Mason Mike Mason General Manager of Cloud Security

Consumers are demanding more control over their personal information

Financial organizations manage highly sensitive information in Salesforce — client details, financial data, proprietary information. Every bank, credit union, investment company, brokerage firm, and others in the financial industry, understand the need for robust security in their CRM systems. But in today’s world, where companies like Capital One or Facebook are in the headlines every day for privacy violations and consumers are demanding more control over their personal information, privacy matters just as much as security.

Join Salesforce, Mark Bowling, and FairWarning to learn about:

  • Why privacy matters
  • How to protect your Salesforce data to establish trust
  • How to create an organization-wide culture of privacy and trust.

About the Speakers

Rachel Beard — Principal Platform Security Specialist at Salesforce

Rachel Beard is a Salesforce.com Certified Developer, Advanced Administrator, Sales Cloud & Service Cloud Consultant, and Trailhead Ranger with 11 years of experience in customizing and configuring Salesforce and other applications on the force.com platform. Her experience includes enterprise-level consulting, solutions architecture, and project management, including scoping, design, documentation, testing, training, and managing third-party development activities. Rachel is skilled in all areas of Salesforce Administration, including custom object design and field creation, advanced formulas, workflow rules and approval processes, profiles, roles, and the sharing model.

Mark Bowling — Principal Risk Management Consultant at United Capital Financial Advisors

Mark Bowling is the principal and founder of an independent risk management consulting practice performing strategic risk management consulting services for corporate and institutional clients in the education, energy, finance, IT infrastructure, and government verticals. As part of this practice, Mark previously functioned as the Director of Security, Compliance, and Privacy at Washington Regional Medical System. He is currently an external consulting Information Security Officer for United Capital Financial Advisors, a nationwide wealth management firm that was just acquired by Goldman Sachs. Mark is a Senior Auditor for the Vendor Security Alliance and a Senior Lean/Quality Consultant with IPAG (International Performance Alliance Group) Consulting. Mark previously served as a Federal Special Agent in the FBI for 20 years, rising to the position of Assistant Special Agent in Charge of the Little Rock Division, and later, Assistant Special Agent in Charge of the U.S. Department of Education, Office of the Inspector General, Technology Crimes Division. Prior to that career, Mark was an IT and factory automation consultant in the Automotive and Manufacturing Sector. He also served as a Reserve Intelligence Officer in the U.S. Naval Reserve and a Nuclear Engineering Officer in the U.S. Navy. Mark received his B.S. in Electrical Engineering from John Brown University in Siloam Springs, Arkansas, and is currently completing his Ph.D. in Electrical Engineering from the University of Arkansas.

Mike Mason — General Manager of Cloud Security at FairWarning

Mike Mason leads the FairWarning for Salesforce Cloud Security product team by leveraging his experience in marketing, operations, and product management skills, elevating the company to a higher level. His industry expertise and unfailing dedication to empowering customer success continue to inspire Mike to push the boundaries and break through limitations to offer the best product that simplifies the lives of security, privacy, and compliance professionals across the globe.