At least once a year, and any time there’s a major change to your systems, vendors, or locations. Annual reviews help make sure your plan reflects how you operate today and will stand up to exams, audits, and real disruptions.

A Vendor Risk Assessment typically looks at which vendors have access to your critical systems and sensitive data, what security controls they have in place, and how that risk is documented and monitored over time. The outcome is a clear risk rating, remediation steps where needed, and evidence you can show regulators, auditors, and cyber insurers.

Policies are a starting point, but an information security program defines how those policies are used, who owns what, how decisions are made, and how everything is reviewed over time. Regulators and boards increasingly expect a documented, NIST-informed information security program, not just individual policies.

Most of our clients are community-focused and regulated: community banks and credit unions, electric and broadband cooperatives, healthcare organizations, and critical supply chain partners. Teams are often lean, without a full-time security department, which is why a structured, right-sized program matters.

Training is built around your environment, your policies, and real scenarios from your industry. Sessions use plain language, encourage questions, and are designed to change day-to-day behavior which can reduce phishing clicks, improve reporting, and align with your information security program.

We typically begin with an information security assessment to get a baseline across people, process, technology, and vendors. From there, we help you prioritize risks, build or refine your information security program, and create a roadmap that’s realistic for your team and regulatory requirements.