In this session, we dove into the critical topic of what obligations we have to track personal information (PII, PHI, PCI, PBI) that firms are storing. We explored effective strategies for tracking this sensitive data and discussed the best practices businesses can implement to ensure compliance. Learn how to report this information accurately to clients and risk insurance companies, while minimizing risks and maintaining data security. Whether you're in a small firm or large enterprise, this episode offers valuable insights on safeguarding personal data and meeting reporting requirements.