Cyber Ready: Aligning Cybersecurity, Cyber Insurance, and AI Risk

Cyber Ready: Aligning Cybersecurity, Cyber Insurance, and AI Risk


Cyber threats targeting tax professionals are becoming faster, more sophisticated, and more difficult to detect. Artificial intelligence is accelerating phishing, deepfake impersonation, payment fraud, credential theft, and other attacks that can disrupt operations, expose sensitive taxpayer information, and create costly insurance claims.


In this joint webinar, Reclamere and Tax Protection Plus will combine cybersecurity expertise with cyber insurance insight to help tax firms understand how their security controls, policies, documentation, and incident response capabilities directly affect both insurability and claim outcomes.


Participants will learn:

  • How AI-powered threats are changing the risk landscape for tax professionals
  • Where gaps commonly exist between cybersecurity practices and insurance coverage
  • How ransomware, business interruption, social engineering, and payment fraud may be addressed by cyber policies
  • What insurers increasingly expect during underwriting and renewal
  • Why incident response planning, documentation, and control validation matter before a claim occurs
  • Practical steps firms can take to strengthen resilience and reduce uncertainty

This session will help tax professionals move beyond simply purchasing cyber insurance to building a coordinated cyber-readiness strategy that supports prevention, response, recovery, and financial protection.


This session is not for continuing education credit.


Your Presenters

Steve Ferguson
Director of Growth Strategies & Insurance
Protection Plus
Steve is a licensed Insurance Agent in all 50 states with over 25 years of experience in management, sales, and underwriting, specializing in unique and hard-to-place risks. As Director of Strategic Partnerships at Protection Plus, he strengthens relationships across tax, accounting, insurance, and affinity sectors. Previously, Steve owned a Managing General Underwriting company, underwriting risks for major clients like General Motors, Bank of America, and the NFL.
Joseph Harford
Founder & President
Reclamere
Joseph “Joe” P. Harford, Ph.D., CSDS, is the Founder and President of Reclamere, Inc., a Central Pennsylvania cybersecurity and IT asset risk management firm serving more than 400 organizations across healthcare, financial services, education, and government. For more than 25 years, he has helped organizations turn complex cybersecurity, compliance, and business resilience challenges into practical decisions leaders and boards can act on.
  • Steve Ferguson
    Director of Growth Strategies & Insurance
    Protection Plus
    Steve is a licensed Insurance Agent in all 50 states with over 25 years of experience in management, sales, and underwriting, specializing in unique and hard-to-place risks. As Director of Strategic Partnerships at Protection Plus, he strengthens relationships across tax, accounting, insurance, and affinity sectors. Previously, Steve owned a Managing General Underwriting company, underwriting risks for major clients like General Motors, Bank of America, and the NFL.
  • Joseph Harford
    Founder & President
    Reclamere
    Joseph “Joe” P. Harford, Ph.D., CSDS, is the Founder and President of Reclamere, Inc., a Central Pennsylvania cybersecurity and IT asset risk management firm serving more than 400 organizations across healthcare, financial services, education, and government. For more than 25 years, he has helped organizations turn complex cybersecurity, compliance, and business resilience challenges into practical decisions leaders and boards can act on.