The RiskBites(R) Club

Thank you to everyone who attended today's The RiskBites(R) Club session, and a special thank you to Gary Yantin from Lexverify for joining us as a guest speaker and demonstrating how technology can transform risk management and prevent risks in real-time.   In today’s session, we discussed:   🔍 How risks are often driven by human error and electronic communications.   🛡️ Shifting the focus from protection (reactive) to prevention (proactive) through technology—while keeping humans in the loop. Lexverify can immediately flag actions that might lead to a breach and provide that crucial nudge to stop a risk from materialising.   📊 The importance of collecting and leveraging data to pinpoint where the risks are in your business, assess if your policies, training, and controls are achieving their desired outcomes, and identify where improvements or further investment are needed.   If you couldn’t attend the session and want to find out more, a copy of the slides and recording will be available on our website soon, or you can request a copy to be sent to you directly. You can also contact Gary if you would like an in-depth demo, as there wasn’t time within the session to cover all that Lexverify can do!   If you have any feedback on the session or if there’s a topic you’d like us to cover, please get in touch or comment below. We love seeing new faces at our sessions, so please recommend us to anyone who might be interested.   Looking forward to seeing you at our next The RiskBites(R) Club session at 1 pm on Tuesday, 8 October.   Karen Eckstein Polly Coram Karen Eckstein Limited   #riskmanagement #traininganddevelopment #risktech

❗ Only two hours until our next The RiskBites(R) Club® session ❗ We are delighted that Gary Yantin | Lexverify will be presenting our next RiskBites session on ‘Left of BANG: How to be successful at proactive risk management’ taking place at 1pm on Tuesday 10 September. Join us for a discussion on: 🤔 What is proactive risk management? – Drawing from the Left of Bang concept - Understanding your Risk universe - How to embed proactive risk management into an organisation - Why is this relevant to your electronic communications? 🛑 What are the main barriers to being successful at proactive risk management? - Tech, culture, lack of data - Policies to protect not to prevent ❓ How to change it - From reactive to proactive compliance - Real-time prevention and training - Real-time conduct risk visibility - Surface, prevent, and manage your unknown unknowns How do you prevent your staff from sending out electronic communications that can create compliance breaches, trigger lawsuits, damage your reputation, and attract regulatory investigations? We have seen the power of Next Generation Compliance. Lexverify’s AI-powered assistant makes risk prevention as easy as spell checking, preventing legal, compliance, and cyber risks in real time and providing continuous employee development support. Covering a wide range of risk areas, from anti-bribery and sanctions to GDPR and employee wellbeing, and providing real-time conduct risk visibility to Risk & Compliance teams, Lexverify is truly revolutionary. Gary will be sharing with us the benefit of his 20 plus years working in or around the legal profession, first as a solicitor and then as a provider to law firms and legal teams. He has helped develop cutting-edge compliance products and services across various topics, such as AML, ESG, DAC6, Anti-bribery, Sanctions, and Diversity. Previously the Director of Best Practice at a leading e-learning provider, he advised internationally renowned law firms and risk teams on compliance, training, and risk management, and spearheaded a first-to-market legal software solution. Gary is passionate about using technology to enhance risk and compliance, and regularly hosts and participates in webinars, workshops, and events to share insights and best practices, so we are delighted to welcome him to present at our next The RiskBites(R) Club session. Join us at 1pm on Tuesday 10 September by clicking on the TEAMs link below or contact us to join our mailing list. https://lnkd.in/eCBuVzQu Looking forward to seeing you there! Karen Eckstein Polly Coram Karen Eckstein Limited #Risk #RiskManagement #TrainingandDevelopment

❗ One day until our next The RiskBites(R) Club® session ❗ We are delighted that Gary Yantin | Lexverify will be presenting our next RiskBites session on ‘Left of BANG: How to be successful at proactive risk management’ taking place at 1pm on Tuesday 10 September. Join us for a discussion on: 🤔 What is proactive risk management? – Drawing from the Left of Bang concept - Understanding your Risk universe - How to embed proactive risk management into an organisation - Why is this relevant to your electronic communications? 🛑 What are the main barriers to being successful at proactive risk management? - Tech, culture, lack of data - Policies to protect not to prevent ❓ How to change it - From reactive to proactive compliance - Real-time prevention and training - Real-time conduct risk visibility - Surface, prevent, and manage your unknown unknowns How do you prevent your staff from sending out electronic communications that can create compliance breaches, trigger lawsuits, damage your reputation, and attract regulatory investigations? We have seen the power of Next Generation Compliance. Lexverify’s AI-powered assistant makes risk prevention as easy as spell checking, preventing legal, compliance, and cyber risks in real time and providing continuous employee development support. Covering a wide range of risk areas, from anti-bribery and sanctions to GDPR and employee wellbeing, and providing real-time conduct risk visibility to Risk & Compliance teams, Lexverify is truly revolutionary. Gary will be sharing with us the benefit of his 20 plus years working in or around the legal profession, first as a solicitor and then as a provider to law firms and legal teams. He has helped develop cutting-edge compliance products and services across various topics, such as AML, ESG, DAC6, Anti-bribery, Sanctions, and Diversity. Previously the Director of Best Practice at a leading e-learning provider, he advised internationally renowned law firms and risk teams on compliance, training, and risk management, and spearheaded a first-to-market legal software solution. Gary is passionate about using technology to enhance risk and compliance, and regularly hosts and participates in webinars, workshops, and events to share insights and best practices, so we are delighted to welcome him to present at our next The RiskBites(R) Club session. Join us at 1pm on Tuesday 10 September by clicking on the TEAMs link below or contact us to join our mailing list. https://lnkd.in/eCBuVzQu Looking forward to seeing you there! Karen Eckstein Polly Coram Karen Eckstein Limited #Risk #RiskManagement #TrainingandDevelopment

❗ One week until our next The RiskBites(R) Club® session ❗ We are delighted that Gary Yantin | Lexverify will be presenting our next RiskBites session on ‘Left of BANG: How to be successful at proactive risk management’ taking place at 1pm on Tuesday 10 September. Join us for a discussion on: 🤔 What is proactive risk management? – Drawing from the Left of Bang concept - Understanding your Risk universe - How to embed proactive risk management into an organisation - Why is this relevant to your electronic communications? 🛑 What are the main barriers to being successful at proactive risk management? - Tech, culture, lack of data - Policies to protect not to prevent ❓ How to change it - From reactive to proactive compliance - Real-time prevention and training - Real-time conduct risk visibility - Surface, prevent, and manage your unknown unknowns How do you prevent your staff from sending out electronic communications that can create compliance breaches, trigger lawsuits, damage your reputation, and attract regulatory investigations? We have seen the power of Next Generation Compliance. Lexverify’s AI-powered assistant makes risk prevention as easy as spell checking, preventing legal, compliance, and cyber risks in real time and providing continuous employee development support. Covering a wide range of risk areas, from anti-bribery and sanctions to GDPR and employee wellbeing, and providing real-time conduct risk visibility to Risk & Compliance teams, Lexverify is truly revolutionary. Gary will be sharing with us the benefit of his 20 plus years working in or around the legal profession, first as a solicitor and then as a provider to law firms and legal teams. He has helped develop cutting-edge compliance products and services across various topics, such as AML, ESG, DAC6, Anti-bribery, Sanctions, and Diversity. Previously the Director of Best Practice at a leading e-learning provider, he advised internationally renowned law firms and risk teams on compliance, training, and risk management, and spearheaded a first-to-market legal software solution. Gary is passionate about using technology to enhance risk and compliance, and regularly hosts and participates in webinars, workshops, and events to share insights and best practices, so we are delighted to welcome him to present at our next The RiskBites(R) Club session. Join us at 1pm on Tuesday 10 September by clicking on the TEAMs link below or contact us to join our mailing list. https://lnkd.in/eCBuVzQu Looking forward to seeing you there! Karen Eckstein Polly Coram Karen Eckstein Limited #Risk #RiskManagement #TrainingandDevelopment

We are delighted to announce that Gary Yantin | Lexverify will be presenting our next RiskBites session on ‘Left of BANG: How to be successful at proactive risk management’ taking place at 1pm on Tuesday 10 September.    Join us for a discussion on:     🤔 What is proactive risk management?  – Drawing from the Left of Bang concept  - Understanding your Risk universe  - How to embed proactive risk management into an organisation  - Why is this relevant to your electronic communications?     🛑 What are the main barriers to being successful at proactive risk management?  - Tech, culture, lack of data  - Policies to protect not to prevent     ❓ How to change it  - From reactive to proactive compliance  - Real-time prevention and training  - Real-time conduct risk visibility  - Surface, prevent, and manage your unknown unknowns     How do you prevent your staff from sending out electronic communications that can create compliance breaches, trigger lawsuits, damage your reputation, and attract regulatory investigations? We have seen the power of Next Generation Compliance. Lexverify’s AI-powered assistant makes risk prevention as easy as spell checking, preventing legal, compliance, and cyber risks in real time and providing continuous employee development support. Covering a wide range of risk areas, from anti-bribery and sanctions to GDPR and employee wellbeing, and providing real-time conduct risk visibility to Risk & Compliance teams, Lexverify is truly revolutionary.     Gary will be sharing with us the benefit of his 20 plus years working in or around the legal profession, first as a solicitor and then as a provider to law firms and legal teams. He has helped develop cutting-edge compliance products and services across various topics, such as AML, ESG, DAC6, Anti-bribery, Sanctions, and Diversity. Previously the Director of Best Practice at a leading e-learning provider, he advised internationally renowned law firms and risk teams on compliance, training, and risk management, and spearheaded a first-to-market legal software solution.     Gary is passionate about using technology to enhance risk and compliance, and regularly hosts and participates in webinars, workshops, and events to share insights and best practices, so we are delighted to welcome him to present at our next The RiskBites(R) Club session.     Join us at 1pm on Tuesday 10 September by clicking on the TEAMs link below or contact us to join our mailing list.     https://lnkd.in/eCBuVzQu     Looking forward to seeing you there!     Karen Eckstein Polly Coram Karen Eckstein Limited    #Risk #RiskManagement #TrainingandDevelopment 

Thank you everyone for attending today’s The RiskBites(R) Club session on Disclosure to Third Parties – Traps for the Unwary. We know that this area can be a minefield for advisers, so next time you receive a request from HMRC, a new advisor, or a request from a bank or lender, you’ll know the common traps to avoid! If you missed the session, or you want to revisit the handy hints and tips, the slides and recording will go live on our website soon and we’ll add a link in the comments below when it does. If you have any feedback on the session, or there’s a topic you’d like us to cover, please get in touch or comment below. We love to see new faces at our sessions, so please recommend us to anyone who you think might be interested. Riskbites® will be on its Summer Holidays over August and we will be returning on Tuesday, 10 September. Wishing you all a lovely Summer and looking forward to seeing you refreshed and re-energised for our September session! #risk #riskmanagement #disclosurerequests #traininganddevelopment

❗Two hours until our next The RiskBites(R) Club session❗ Join us at 1pm on Tuesday 9 July for a session on Disclosure to Third Parties. Karen Eckstein will be discussing how, if not carefully managed, professionals can be exposing themselves to unnecessary risks if they respond to requests for information from third parties or if they allow information they have prepared to be disclosed and relied upon by third parties (and often for a different purpose to that originally intended). Such requests could be from HMRC, the client’s bank or funder, or from a regulator. This area can be a minefield and Karen will be exploring how professionals can ensure they are protected while also helping their clients respond to disclosure requests. Join us at 1pm on Tuesday 9 July by clicking the TEAMs link here: https://lnkd.in/e_BiirWE Looking forward to seeing you there! #risk #riskmanagement #professionalservices #disclosure #learninganddevelopment

❗One day until our next The RiskBites(R) Club session❗ Join us at 1pm on Tuesday 9 July for a session on Disclosure to Third Parties. Karen Eckstein will be discussing how, if not carefully managed, professionals can be exposing themselves to unnecessary risks if they respond to requests for information from third parties or if they allow information they have prepared to be disclosed and relied upon by third parties (and often for a different purpose to that originally intended). Such requests could be from HMRC, the client’s bank or funder, or from a regulator. This area can be a minefield and Karen will be exploring how professionals can ensure they are protected while also helping their clients respond to disclosure requests. Join us at 1pm on Tuesday 9 July by clicking the TEAMs link here: https://lnkd.in/e_BiirWE Looking forward to seeing you there! #risk #riskmanagement #professionalservices #disclosure #learninganddevelopment

❗ One week until our next The RiskBites(R) Club® session ❗ Join us at 1pm on Tuesday 9 July for a session on Disclosure to Third Parties. Karen Eckstein will be discussing how, if not carefully managed, professionals can be exposing themselves to unnecessary risks if they respond to requests for information from third parties or if they allow information they have prepared to be disclosed and relied upon by third parties (and often for a different purpose to that originally intended). Such requests could be from HMRC, the client’s bank or funder, or from a regulator. This area can be a minefield and Karen will be exploring how professionals can ensure they are protected while also helping their clients respond to disclosure requests. Join us at 1pm on Tuesday 9 July by clicking the TEAMs link here: https://lnkd.in/eYiZDRjt Looking forward to seeing you there! #risk #riskmanagement #professionalservices #disclosure #learninganddevelopment

We are delighted to announce that our next The RiskBites(R) Club session will be on Disclosure to Third Parties. Karen Eckstein will be discussing how, if not carefully managed, professionals can be exposing themselves to unnecessary risks if they respond to requests for information from third parties or if they allow information they have prepared to be disclosed and relied upon by third parties (and often for a different purpose to that originally intended). Such requests could be from HMRC, the client’s bank or funder, or from a regulator. This area can be a minefield and Karen will be exploring how professionals can ensure they are protected while also helping their clients respond to disclosure requests.  Join us at 1pm on Tuesday 9 July by clicking the TEAMs link here: https://lnkd.in/e_BiirWE Looking forward to seeing you there! #risk #riskmanagement #professionalservices #disclosure #learninganddevelopment