PRIME Keynote: Cybersecurity – Understanding the Threats and Capitalizing on the Opportunities for Professional Service

Theresa Payton

Theresa Payton, PRIME Symposium Keynote Presenter

Firms will share threats and opportunities related to Cybersecurity, and as important, will provide an entrepreneur’s view of embracing changing technology, and exciting your team to think like a disrupter.

As the star of the CBS TV series, “Hunted,” Theresa Payton identifies emerging trends and techniques to help combat cyber threats, from the impact of the Internet of Things to securing Big Data.

The first female to serve as White House chief information officer, Theresa is one of America’s most respected authorities on Internet security, data breaches and fraud mitigation. With real-world strategies and solutions, she helps public and private sector organizations protect their most valuable resources.

Drawing from her experience as a veteran cybercrime fighter and entrepreneur of her successful and rapidly-growing cybersecurity firm, Fortalice, Theresa masterfully blends memorable anecdotes with cutting-edge insights to heighten awareness of the perils of our uber-connected world. As she delves into the cyber-underworld and the new kinds of threats that can lead to tomorrow’s breaches and insider risks, she offers a proven blueprint for audiences to stay a step ahead with practical steps for thinking like the adversary, while managing cybersecurity risk.

Theresa’s distinct approachability, combined with her visionary perspective and easy-to-implement strategies, effectively prepare audiences for success in the ongoing battle against cybercrime.

Recent Articles/Interviews from Theresa Payton

7 Cybersecurity Questions Every Leader Should Ask After The Equifax Breach – Forbes

Is Your Selfie Putting Your Security at Risk? – The Today Show

First Female White House CIO on Cybersecurity Talent – The Huffington Post

Lutz Expands With New Office in Lincoln

Lutz of Omaha, Neb., (FY16 net revenue of $32.6 million) is expanding to Lincoln, Neb. Since opening its doors in Omaha in 1980, Lutz has steadily grown to become the largest locally owned firm in Nebraska.

“We are excited about Lutz’s expansion into the Lincoln market and the potential it brings to our current and future clients as well as our talented employees,” says Mark Duren, managing shareholder. “With our expanding Lincoln and Central Nebraska client base along with the opportunity for additional growth, opening a second location was a natural next step for our firm.”

Lutz started as an accounting firm, but has grown into a business solutions firm, the firm says. Lutz provides accounting services such as tax, assurance, business consulting, and outsourced accounting. Additionally, Lutz has developed multiple divisions to help current and future clients thrive in all aspects of their businesses. These additional service lines include Lutz Financial, Lutz Tech, Lutz Talent and Lutz M&A.

The 2017 PRIME Symposium – Nov. 7-9 Indianapolis

Building The Adaptable Firm
The Next Frontier Of The True Learning Firm

Now in its seventh year, The PRIME Symposium is built on the principles of best practices, open sharing, and excellence, aimed at helping to accelerate the development of IPA Best of the Best firms – and other high-performing firms.

Attendance is invitation-only, with two-thirds of participants coming from IPA Best of the Best firms. That means, by definition, attendees have a proven track record of success and fully support the principles on which The PRIME is built.

unlike other conferences, The PRIME has no vendor hall, no exhibitors, and no sales people competing for your attention. You are there to learn, to network with your peers and to dig deep into how others are dealing with the pressing challenges of the profession. More than just a practice management conference, The PRIME brings the brightest minds together to learn, support, and lift up all attendees to achieve their potential.



Join IPA Best of the Best firm leaders in a unique setting, with a customized experience for best and next practice sharing.  The PRIME Symposium delivers! 


Key Topics Include:
  • Building Your Culture for The Future
  • Focusing on Metrics for The Future
  • Trends that will Usher in the Next Frontier
  • Large Firm Managing Partner Panel
  • Small Firm Managing Partner Panel
  • Cyber Security and How to Catch the Wave
  • Breakout Discussion Groups by Firm Size / Position

Join top leaders from across the profession for this hands-on strategic event. Our profession is changing rapidly, but few of us, if any, know exactly what it will look like in the next five to 10 years.  The firms that will thrive during the coming disruption will do so because they have built an organization that learns, adapts, improves and executes. The PRIME Symposium this year will focus on how firms can best build a bridge to an unknown future – including what anchors are needed to hold on to the core and what disruptions are imminent that will change the accounting profession.


Tuesday, Nov. 7
Mastering the Shortest Distance Between Good Ideas and Outstanding Results: Applying Agile to the C-Suite, Creating a Culture of Execution
Whether you’ve been intrigued by Afterburner presentations at The PRIME in the past or have never been exposed to Afterburner’s Flawless Execution model, this is the opportunity to bring several leaders of your operations team together to learn how to institutionalize this model within your firm so you can achieve the

results you desire. To achieve maximum value from this program, The PRIME Workshop is limited to 50 guests. Firms in attendance are encouraged to bring at least one team member to build on the knowledge. Guests will be assigned groups and team members will be in different groups to gain the most benefit from this hands on workshop. The workshop will tackle key subject matters to arm guests with the knowledge and resources to execute a firmwide plan. Registrants will receive a survey prior to the workshop to uncover key goals. 


Wednesday, Nov. 8 (8 a.m. – 5 p.m.)
Thursday, Nov. 9 (8 a.m. – 12 p.m.)

Cybersecurity – Understanding the Threats and Capitalizing on the Opportunities for Professional Service Firms

Theresa Payton is one of the nation’s leading experts in cybersecurity and IT strategy. As CEO of Fortalice Solutions and co-founder of Dark Cubed, a cybersecurity product company, Theresa is a proven leader and influencer who works with clients and colleagues to uncover strategic opportunities and identify new and emerging threats.  She is the former CIO at the White House, overseeing IT operations for President George W. Bush and his staff, and comes from a financial services background so she understands the world of professional service firms.


Metrics That Matter for Future Success
Benchmarking for the Future
Join Michael Platt, principal of INSIDE Public Accounting (IPA), along with a panel of IPA Best of the Best firm leaders to discuss and share key metrics to thrive in the future. This session will set the stage for break out sessions throughout the day and will help uncover new areas to take your firm to the next level and set the stage for the future.



The PRIME Dutch Treat Dinner
After a kickoff networking reception, join guests for a Dutch Treat dinner on Tuesday, Nov. 7 for a casual networking dining experience. The event will be held at the Capital Grille, The Conrad Indianapolis.
RSVP upon registration.


The Conrad Indianapolis
50 W. Washington St. Indianapolis

Located in downtown Indianapolis, the Conrad provides easy access to the airport, dining, sporting events and more.


The PRIME Symposium 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 final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPR Sponsors through its website:
The Platt Group
INSIDE Public Accounting
4000 W. 106th St., Ste. 125-197 Carmel IN 46032


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