How organizations like yours stopped threats and protected what matters.
A regional dental group with 12 locations and ~180 staff faced a near-miss wire fraud attempt after a staff member opened a phishing email targeting a $47,000 imaging equipment purchase. A subsequent HIPAA audit flagged training gaps across the organization.
Business tier (120-minute team session) + executive session for all office managers covering phishing recognition, HIPAA-specific social engineering, and incident escalation protocols.
Phishing report rate increased 6× within 90 days. The organization passed its next HIPAA audit with zero findings. Zero successful phishing incidents in the following 12 months.
We went from "hope no one clicks" to a team that actively reports suspicious emails. The ROI was immediate — one prevented wire fraud alone saved us more than a year of training costs.
— Operations Director, Multi-location Dental Group
During tax season, two partners at a regional CPA firm were individually targeted by BEC attempts using spoofed client email domains requesting urgent wire transfers. Simultaneously, IRS Publication 4557 compliance deadlines created urgency for a documented WISP training program.
Executive tier for all 9 partners (90-minute threat briefing focused on tax-season BEC scenarios) + Business tier for all 85 staff (120-minute team session covering WISP documentation, client data handling, and fraud recognition).
WISP-compliant training documentation delivered and filed. All 9 partners completed executive threat briefings with documented post-session assessments. Staff-level training created organizational-wide phishing reporting culture. Zero security incidents during the following tax season.
Tax season used to be our most stressful time — now it is our most secure. The partners feel protected, and our clients trust us more because they know we take security seriously.
— Managing Partner, Regional CPA Firm
After a peer firm in the same market suffered a ransomware attack that exposed tenant PII, leadership at a multi-property management group grew concerned about their own exposure. Remote leasing agents were accessing sensitive tenant data on personal devices with no documented security protocols. State tenant data privacy laws created additional compliance pressure.
Business tier (120-minute team session for all on-site and remote staff covering ransomware defense, tenant PII handling, and device security) + Custom ransomware tabletop exercise with the VP of Operations and three regional managers.
Documented incident response plan created and distributed across all 28 properties. Tenant data segmentation improved with documented access controls. Cyber insurance carrier upgraded the firm risk rating at renewal — premium reduced by 18% with no coverage gaps. Remote agents migrated to company-managed devices with documented onboarding protocols.
We did not think ransomware could happen to us until it happened to a peer. This training was the wake-up call we needed. The insurance savings alone paid for the program three times over.
— VP Operations, Multi-property Management Group