Fraud Prevention & Cybersecurity Fireside Chat August 2026
Dalal Salomon, Founding Partner, Salomon & Ludwin
Page Adlington, Senior Manager, Business Consulting and Education, Charles Schwab
The following key areas of concern and education were discussed:
- Protecting email accounts from compromise, which was identified as the leading source of financial fraud
- Credit monitoring and credit freezes as effective tools to prevent unauthorized credit activity
- Password management best practices, including the use of paid password managers and avoiding free versions
- Multi-factor authentication preferences (phone-based codes over email-based codes)
- Wire transfer and real estate transaction fraud, illustrated by a real-world $4 million fraud case involving a compromised email chain and a substituted title company account number
- Schwab’s fraud prevention protocols, including verbal verification requirements for money movements and the role of trusted contacts
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