Webinar

Resiliency planning for financial institutions

Addressing modern risk factors

October 09, 2025
Event details
Date and time

Thursday, October 09, 2025

2 p.m. ET | 1 p.m. CT

Intended audience

Large banks, community banks, credit unions, middle market banking teams, banking-adjacent tech and software providers, and leaders in risk, audit, continuity and IT

Duration

60 minutes

CPE Credit

One CPE credit will be issued to eligible participants

Fee

Complimentary

Event overview

Modern risk factors like artificial intelligence-driven threats, advanced cyberattacks and third-party vulnerabilities are reshaping how financial institutions approach resiliency. In this session, RSM advisors will lead the conversation on strengthening business continuity, disaster recovery and technical resilience. You’ll also hear from Sheltered Harbor on how their framework complements traditional continuity plans and provides a second line of defense.

This webinar is ideal for professionals from large banks, community banks, credit unions and middle market banking teams, as well as banking-adjacent tech and software providers. Whether you're in risk, audit, continuity or IT, you'll gain actionable strategies to restore operations quickly and confidently.

What you’ll learn:

  • How modern threats are reshaping resiliency planning
  • Ways RSM supports continuity, disaster recovery and audits
  • How Sheltered Harbor complements traditional strategies   

Presenters

Samuel Kleiss​  |  Manager, Tax Services  |  RSM ​

Carlos Recalde​  |  President & CEO​  |  Sheltered Harbor ​


Learning objectives

By the end of this presentation, participants will be able to:

  • Understand emerging risk factors, including AI-driven threats, advanced cyberattacks, fraud schemes and third-party vulnerabilities—and their implications for financial institutions’ resiliency planning.
  • Explore how Sheltered Harbor- a nonprofit organization that sets resilience standards to safeguard financial institutions and customer data during catastrophic events- enhances traditional business continuity strategies, with insights into crisis management, audit support and common misconceptions about vendor reliance.
  • Gain practical knowledge of disaster recovery and technical resilience strategies, including service level agreement reviews, vendor dependency management and real-world applications of Sheltered Harbor as a second line of defense.

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Group internet-based
Field of study: Finance | CPE: 1.0 credits

Event details
Date and time

Thursday, October 09, 2025

2 p.m. ET | 1 p.m. CT

Intended audience

Large banks, community banks, credit unions, middle market banking teams, banking-adjacent tech and software providers, and leaders in risk, audit, continuity and IT

Duration

60 minutes

CPE Credit

One CPE credit will be issued to eligible participants

Fee

Complimentary

Register