Appreciating and Managing Reputational Risks in a Hyper-Connected World

Monday September 27, 201011th Annual Family Office Wealth Conference

Paul M. French, CEO of Scisco Incorporated has over 30 years of experience gained in the covert world of Government Service, Law Enforcement and as a security consultant and investigator to numerous multi-national corporations, law firms and prominent individuals.

His company staffed by former members of the CIA, NSA and specialist military units operates in three key areas: - intelligence and information gathering in support of commercial transactions, litigation and sensitive negotiations and the development of personal and corporate security and risk management plans. He has personally protected many notable individuals including HRH Prince Michael of Kent, Lord Diplock, several Fortune 100 Chief Executives, Political figures and many other prominent individuals. Most recently he led the team that protected a billionaire financier while at the 2010 World Cup in South Africa.

The third business discipline is that of Crisis Management. He has managed the response to various reputation challenges for Corporations and individuals that range from product contamination to unfounded personal attacks against prominent individuals and celebrities.

Paul FrenchCEO SCISCO

Michelle Jordan is principal and founder of Jordan LLC, a consulting firm that assists CEOs, senior executives and other leaders with their strategic communication needs. The company, founded in 1998, is based in Southern California and works with clients on both coasts.

Ms. Jordan specializes in issue and reputation management (“enhancing,” “protecting,” “restoring,”) and crisis communication, including media and internet strategies. Also assisting women CEOs raise their visibility to enhance the visibility and reputation of their companies and organizations. Representative clients range from CEOs and corporate board directors to entrepreneurs and high net worth individuals, and from family-owned businesses and non-profit organizations to academic institutions and master planned communities.

With over twenty five years in the strategic communications and public relations field, Ms. Jordan has worked throughout North America and in Europe. She served as president of the Los Angeles office of GCI Group, the global PR agency owned by Grey Advertising and headed-up corporate communications for Silicon Valley-based Digital Pictures, a pioneer of interactive video games. In New York Jordan held senior management positions with The Dilenschneider Group and Hill & Knowlton as SVP/Managing Director of the Marketing Communications Division, and global account director of a Fortune 500 company supervising client programs in North America, Europe, Asia and Latin America.

In 2005 she partnered with Bedlam Entertainment Inc. to co-create and –produce BUZZ: An Executive Women’s Think Tank. The annual business conference attracts some one hundred women CEOs and senior executives and is the only summit of its kind on the west coast.

Ms Jordan has been interviewed by The Wall Street Journal and appeared several times on MSNBC-TV, Fox News and Fox Business channels to talk about reputation management and crisis communication. She has spoken on these topics at Outstanding Directors Exchange (ODX,) Women Corporate Directors (WCD,) Marcus Evans’ Private Wealth Management Summit, Urban Land Institute Leaders’ Council, and Forbes Executive Women’s Conference, among others. Ms. Jordan is a past recipient of The New York Women in Communications Matrix Award and The Orange County Business Journal Business Woman of the Year Award. She serves on the CEO’s Advisory Boards of WalkStyles, Inc. and KTGY Group, Inc., and Boards of Volunteer Center Orange County, “The Trusteeship,” (International Women’s Forum, So. Cal. chapter) and the Belizean Grove. She is a founding member of the Women’s Philanthropy Fund/Orange County.

Michelle JordanPrincipal and Founder

With more than two decades of personal insurance experience, Jim Kane joined HUB International in October 2005 following the acquisition of Personal Lines Insurance Brokerage, Inc. (PLI). He was named President of HUB International Personal Insurance Ltd., the personal insurance division ofHUB International that has over 500 employees dedicated to personal insurance and more than 125 offices throughout North America. HUB International Personal Insurance accounts for more than 20 percent of totalrevenue and is among one of the largest providers of personal insurance in the United States and Canada.

Throughout his career, Mr. Kane has held several positions with local and regional insurance agencies in Philadelphia, beginning with a Marketing Representative position for General Accident Insurance and most recently serving as Central Zone Officer for PLI Brokerage. In addition, he served for 10 years as a faculty member of the Insurance Society of Philadelphia, a nonprofit organization that offers a variety of educational courses and workshops to the insurance, legal and financial services industries. Mr. Kane has contributed to numerous articles on insuring high net-worth clients and has been widely quoted in major national publications. He has also beenasked to provide commentary on numerous topics relating to insurance for high net-worth clients.

A graduate of the University of Notre Dame, Mr. Kane has remained an active alum, serving as President of the Notre Dame Alumni Association of Philadelphia from 1996-1998 and as a Philadelphia board memberfrom 1990-2000.

James P. Kane, CIC President

HUB International Personal Insurance

What do these individuals have in common?

Fame is not the only thing at risk

Modern day war of the roses – The McCourt Divorce

Fame is not the only thing at risk

Meet Elizabeth Collins, teacher and blogger

Fame is not the only thing at risk

Facebook participant and self proclaimed “drunken pirate” Stacy Snyder

Fame is not the only thing at risk

Varsity Swimmers and members of on line affinity groupEddie Kenney and Matt Coenen

Fame is not the only thing at risk

The texting police office, Cory Franklin

Why should we care about the explosion of social media?

• Statistical evidence– 92% of Google access is limited to the first two

pages– Rapid expansion– Use of internet for research

• Prospective employment• Stalking• Student placement• Retaliation• Do you have deep pockets? Legal settlements and records,

contributions• Inaccurate information – “not everything you read…”

• Burglary• “MySpace” Suicide • Identity theft and social engineering • Release of sensitive information• Embarrassing information • Criminal exposures – cyber bullying and pornography

Other Pitfalls of Social Networking

Where Should You Start?

• Concept of Enterprise Risk Management for Families– Reputation as a critical asset is the starting point– Risk Transfer for this exposure is too late – “putting

the feathers back into the pillow”– Plan must be monitored…regularly

Practical Step on How to be Prepared

1. Establish reputation as a critical asset2. Conduct regular risk analysis and management that

include reputational exposures. Establish risk control and crisis procedures.

3. Conduct internet audits on all family member (PIPL, Spokeo, Google, Radaris and Yahoo)

Source: Jordan, Michelle and Pat Soldano,

“Reputation Management in the Internet Age”, Trust & Estates August 2010

Practical Step on How to be Prepared

4. Get educated on social media and networking – avoidance is not an option.

5. Create a Family Crisis Team6. Consider an alternative dispute resolution process to resolve

differences within the family7. Develop and communicate as simple Crisis Management plan that

includes a predetermined family spokesperson and agreed to rule of confidentiality.

8. Be open to opportunities to enhance the family’s good name

Source: Jordan, Michelle and Pat Soldano,

“Reputation Management in the Internet Age”, Trust & Estates August 2010

Contact Coordinates

Michelle H. JordanJordan LLC220 Newport Center Dr Suite 11-344Newport Beach CA 92660949.640.1684

jordanllc@cox.net

James Kane CICHUB Personal Insurance55 E Jackson Boulevard Floor 14AChicago IL 60604312.279.4856james.kane@hubinternational.com

Paul FrenchSCISCO Incorporated

800.476.9976

pf@pfisolutions.com