Executive Cyber Risk Advisory in Action

1Executive Risk Scenario

A mid-sized law firm handling highly sensitive client data had growing concerns around:

• Client confidentiality exposure
• Lack of formal cybersecurity governance
• Increasing cyber insurance underwriting scrutiny
• No documented incident response process

Leadership recognized that cybersecurity had become an executive and legal risk, not simply an IT responsibility. However, they lacked the structure, documentation, and reporting needed to confidently manage that risk.

2Our Advisory Approach

We provided executive cyber risk advisory services focused on governance, oversight, and leadership decision support, including:

• Executive cyber risk assessment
• Client confidentiality control mapping
• Policy and governance framework development
• Incident response and breach decision playbooks
• Executive reporting and leadership risk dashboards

Our role was not operational IT, but independent executive oversight, validation, and documentation to ensure leadership had clarity, defensibility, and confidence.

3Results & Executive Outcomes

• Clear executive visibility into cyber risk posture
• Strengthened client confidentiality protections
• Formalized incident response and executive decision authority
• Improved cyber insurance renewal positioning
• Reduced legal and reputational exposure

1Executive Risk Scenario

A CPA firm handling tax, payroll, and financial records faced increasing regulatory pressure from:

• IRS Safeguards compliance requirements
• Cyber insurance underwriting audits
• Client data confidentiality obligations

Despite having IT support in place, leadership lacked formal IRS Safeguards documentation, executive governance frameworks, evidence-based compliance validation, and ongoing executive risk reporting. This created exposure to regulatory penalties, insurance challenges, and reputational damage.

2Our Advisory Approach

We provided executive cyber risk advisory services focused on governance, oversight, and leadership decision support, including:

• IRS Safeguards compliance gap assessment
• Executive governance framework development
• Policy documentation and leadership oversight models
• Compliance reporting dashboards
• Incident response and regulatory notification planning

Our role focused on executive oversight, governance, and compliance alignment, not technical operations.

3Results & Executive Outcomes

• IRS Safeguards alignment and documentation readiness
• Executive-level risk transparency
• Improved audit preparedness
• Stronger insurance renewal positioning
• Reduced regulatory and client confidentiality exposure

1Executive Risk Scenario

A professional services firm experienced increasing challenges during cyber insurance renewal, including:

• Rising premiums
• Complex underwriting questionnaires
• Requests for evidence-based security validation
• Risk of coverage restrictions or denial

Leadership lacked centralized documentation, executive reporting, and governance frameworks to demonstrate cyber maturity.

2Our Advisory Approach

We provided executive cyber risk advisory services focused on governance, oversight, and leadership decision support, including:

• Cyber insurance underwriting readiness assessment
• Evidence validation and documentation mapping
• Executive risk reporting and maturity scoring
• Governance and oversight frameworks
• Strategic remediation planning

Our role ensured leadership could confidently respond to insurer requirements with documented governance and executive accountability.

3Results & Executive Outcomes

• Improved underwriting posture
• Reduced renewal friction
• Enhanced executive reporting
• Clear documentation of cyber maturity
• Increased leadership confidence during insurance negotiations