You’ve probably got a security system for your building, with locks on your doors and safes for your important documents. But criminals don’t just try to take what’s in your cash register anymore. As the world shifts increasingly online, there are more and more opportunities for fraudsters and cybercriminals to intercept your money and data. And it takes more than anti-virus software to keep yourself safe. But your specialty isn’t cloud computing, it’s your business. So how do you keep up with the ever-changing world of cybersecurity? Fortunately, there are people like Lori Johnson and Tracy Dalton, from the Treasury Management Team at Cadence Bank. They make it their business to keep up with trends in cybercrime so they can best protect their clients. Through their work with a broad range of customers, they see companies’ most commonly-targeted weak points; and they’re not what you’d suspect. Read the full show transcript.

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Meet the Host

Patrick Pacheco, Executive Vice President, Trust Executive, has more than 25 years’ experience in wealth management, in addition to the designing and implementation of tax and related planning strategies.

Pacheco’s background includes years of legal practice and multiple degrees, including an LLM* Taxation from University of Houston, a JD from Southern Methodist University, and both an MBA and BS in Economics from University of Texas at Arlington.

He is also board certified in Estate Planning and Probate law by the Texas Board of Legal Specialization.

Meet the Speakers

Lori Johnson, SVP, Treasury Management Sales Manager, has experience consulting with clients across the commercial, business banking, and private banking portfolios. In her current role, she is responsible for the growth and development of a regional treasury management team.

She received her bachelor’s degree from Auburn University in 1999. She received her Certified Treasury Professional designation from the Association of Financial Professionals in 2009 and is a member of the Alabama Association for Financial Professionals.

Tracy A Dalton, SVP, Senior Treasury Management Officer, is a dedicate sales advisor working with Commercial clients to create solutions that maximize cash flow and optimize efficiencies.

With over 25 years of experience in the invoice to cash lifecycle she has worked in many areas of the industry including project management, product development, product management, strategic initiatives, and direct sales. Tracy is certified in Product Development, Project Management and is a certified six Sigma Green Belt.

She has written and published several trade articles and is active in her community serving with several private schools, Junior Achievement, Salvation Army, Rotary and United Way. Tracy holds a certificate in Diversity, Equity, and Inclusion in the Workplace from the University of South Florida.

*Cadence Bank does not provide legal, accounting or tax advice to any client who receives trust services from Cadence Bank.

This podcast is provided as a free service to you and is for general informational purposes only. Cadence Bank makes no representations or warranties as to the accuracy, completeness or timeliness of the content in the podcast. The podcast is not intended to provide legal, accounting or tax advice and should not be relied upon for such purposes. To the extent that this podcast includes predictions about the economy, these predictions are subject to a number of variables and you should confer with your legal, accounting and tax advisors for their input regarding the possible outcomes of any economic subject matter discussed herein.