Technology choices and cyber security are one of the topics that business managers and entertainment advisors wrangle with the most. The cost of changing technology platforms is huge, and it is typically very difficult to evaluate a software without investing significant time and money into exploring the tools. This 1-day virtual Summit will outline how business management firms can build and maintain cohesive technology stacks, better manage their own internal team processes, and ensure the long term security of their client data.

David Lam
Partner / CISO / CISSP / CPP at Miller Kaplan
Edward Pagett
Information Security & Risk Executive
Kimberly Pease
Director of Information Security at Miller Kaplan
Brian Fricke
CISSP, CISM, CISO & Head of IT Risk at City National Bank
Alex Roytenberg
Founder of Integrated Finances
Rick Higgins
Founder & CEO of Risclarity
Milana Lewis
Co-Founder & CEO - STEM
Sarah Wefald
Senior Product Manager - STEM
Julian Schubach
Vice President, Wealth Management - ODI Financial

Jacob Martin
Founder - JTM Tech Law
Ethan Jones
CEO - Elixr Global
Scott Gerdzunas
Senior Advisor - Karbon
Tim Donohoue
COO & Head of Sales - Karbon
Joel Jordan
Founder & President - Synchtank
The Program
9:00 AM PT (12:00 PM ET)
9:10 AM PT (12:10 PM ET)
Managing the Specific Information Security Risks that Business Managers Face

Business Managers have some unique risks because of the caliber and quantity of clients that they manage. Some of these risks include access to bank accounts, managing credit card numbers, and storing the highly sensitive, personal information of their clients. In addition to the concern of losing clients and dollars over a computer breach, more and more regulations are coming into existence that affect Business Managers. This panel will explore general information security risks, specific risks to Business Managers and talk about what you can do to protect yourself and your business.

David Lam (Moderator)

CISSP, CPP / Partner & CISO, Miller Kaplan

Edward Pagett

Information Security & Risk Executive

Kimberly Pease

Director of Information Security, Miller Kaplan

Brian Fricke

CISSP, CISM, CISO & Head of IT Risk, City National Bank


10:10 AM PT (1:10 PM ET)
On-Stage Demo: Risclarity

Risclarity’s integration platform seamlessly combines best of breed solutions so wealth management firms can streamline and scale. Combining accounting, investment and CRM information is difficult, confusing and inefficient. Risclarity solved this problem with proprietary technology that integrates these disparate data streams so you can provide unparalleled insight to your clients. This presentation will give you an in-depth demonstration of the Risclarity platform.

Rick Higgins

Founder & CEO, Risclarity

10:30 AM PT (1:30 PM ET)
On Stage Demo: STEM

Stem’s software takes the guesswork out of music distribution and payments so you can own your business and create more freely. Stem allows you to upload and distribute music, set up master royalty splits, track revenue and data, and receive secure payments each month. This presentation will provide an in-depth demonstration of the Stem platform.

Milana Lewis

Co-Founder & CEO, STEM



Sarah Wefald

Senior Product Manager, STEM

11:00 AM PT (2:00 PM ET)
Fireside Chat: Technology, Investing & Alternative Assets

This discussion will focus on the importance of alternatives in the investment space as interest grows for entertainers looking for new ways to spend and invest money aside from traditional assets. The panelists will dive into the technology behind digital alternative investments and how to leverage them as part of a broader portfolio. The panelists will also touch on the growing world of crypto and NFTs.

Julian Schubach (Moderator)

Vice President, Wealth Management, ODI Financial



Jacob Martin

Founder, JTM Tech Law



Ethan Jones

CEO, Elixr Global



11:40 AM PT (2:40 PM ET)
Value Not Cost: Integrating a CRM with Email

Understanding your clients and potential clients can bring extreme value to your business. In this session, we will explore how adding a simple CRM process onto your existing email service will bring value to you – from your existing clients and from your leads. We will demonstrate with one example CRM, the Hubspot tool, and it’s integrations with GSuite.

Alex Roytenberg, CPA

Founder, Integrated Finances

12:20 PM PT (3:20 PM ET)
Getting Hacked: How It Happens

In 2021, we’ve seen the most major and significant breaches ever. In this session, we will take a look at some recent cybersecurity events and see how a hacker operates. Building on this understanding, we will talk about some of the things you can do to protect yourself.

David Lam

CISSP, CPP / Partner & CISO, Miller Kaplan

12:50 PM PT (3:50 PM ET)
On Stage Demo: Karbon

Karbon provides a truly collaborative platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work. Karbon provides visibility across local and remote teams alike with powerful collaboration tools, email sharing and privacy controls. In one single view you can track the progression of jobs, identify bottlenecks and ensure nothing is falling through the cracks, with complete confidence that you have the full picture. This presentation will provide an in-depth demonstration of the Karbon platform.

Scott Gerdzunas

Senior Advisor, Karbon

Tim Donohoue

COO & Head of Sales, Karbon

1:10 PM PT (4:10 PM ET)
Deep Dive: Synchtank

Synchtank offers a range of cloud-based SaaS solutions for managing digital entertainment assets, rights, metadata and royalties. Whether you’re a music publisher, record label, broadcaster, movie studio, or anything in between, this software is tailored to fit your business. This presentation will provide an in-depth demonstration of the Synchtank platform.

Joel Jordan

Founder & President, Synchtank

1:30 PM PT (4:30 PM ET)
Closing Remarks
Our Trusted Partners
Thank you to our Partners for helping put together the Technology & Cyber Security Summit:
Miller Kaplan

Listen, then advise. That’s what makes Miller Kaplan one of the top 100 certified public accounting firms in the United States. Established in 1941, Miller Kaplan has been providing audit, tax, business management, licensing and royalties, industry metrics, information security, and consulting services, to individuals, businesses, and tax-exempt organizations for more than 75 years.

Banc of California

Banc of California is California’s premier, relationship-focused, full-service business bank. Our depth of resources and financial strength allow us to adapt quickly and thoughtfully, delivering solutions to help our clients achieve their financial goals. For nearly 80 years, Banc of California has served small and medium-size businesses and their principals throughout California. As one of the largest banks headquartered in California, with branches extending from San Diego to Santa Barbara, we have the depth of resources to help your business grow and succeed.

Momentous Insurance Brokerage

In 2008, the insurance and financial industries experienced an historic failure, the likes of which we hope to never see again.  At a time when businesses were closing their doors, a very select group struck out on their own, led by Diane Brinson, to place their stake in the ground and stand above the rest.   With honesty, integrity, transparency, and service as the cornerstones of the foundation that has become Momentous Insurance Brokerage, we are dedicated to providing the highest level of insurance and risk management consultation that has resulted in the firm growing to over 200 employees, with offices on both coasts, and rising to a Top 50 nationally ranked, privately owned insurance brokerage.

Music Business Association

The Music Business Association (Music Biz) is the only membership organization that unites players from all segments of the global music business into a collective voice to promote overall growth throughout the industry. Association members benefit from the connections and business-defining conversations offered by our slate of in-person and virtual events; educational resources which keep them up-to-date on the latest news, data, and issues affecting the music business; and the ability to engage and collaborate with one another, empowering our collective membership to promote industry-wide growth.