Author Archives: Steven Cole

5 AI Cybersecurity Threats That Actually Happened (And Why They Should Keep You Up at Night)

AI Cybersecurity Threats That Actually Happened and AI attacking the world

There’s a massive difference between reading about AI risks in a whitepaper and watching an AI agent negotiate its own ransom amounts based on a victim’s payroll file. One is theoretical. The other happened this year. Over the past 12 months, AI didn’t just become a tool for cybercriminals. It became the cybercriminal. Not metaphorically. […]

The Clock is Ticking: Navigating the New SEC Regulation S-P Amendments Before the 2025 Deadline

SEC Regulation S-P Compliance: The 2024 Amendments Financial Firms Must Know | Level5 Management

If you operate a financial institution whether you are a broker-dealer, investment adviser, or transfer agent the regulatory landscape just shifted beneath your feet. On August 2, 2024, the SEC adopted comprehensive amendments to Regulation S-P, modernizing the rules that govern how financial institutions handle nonpublic personal information. While the original regulation (adopted in 2000) […]

Technology in Accounting Firm Mergers: Evaluating Infrastructure

When thinking about selling or acquiring another accounting firm, the role of technology cannot be overstated: it’s the digital backbone of the operation!Imagine two firms, each deeply entrenched in their own software systems. Merging them can feel a bit like trying to fit a square peg into a round hole. As a result, it’s essential […]

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