Contracts 103 - Confidentiality and Data Security

RELEASE DATE: JUNE 2, 2025
ANTICIPATED DURATION: 60 MINUTES

In Contracts 103, we’ll tackle the realms of confidentiality, data security, and security breaches.

This course presents a deep dive into:

• The contractual requirements under the CPRA;
• Other confidentiality and data security provisions required under California law;
• NCUA confidentiality and data security requirements;
• Each party’s duties in the event of a security breach;
• The correct methods of destruction of confidential information;
• The audit/inspection rights that should be included in your contracts; and
• Indemnity and cost reimbursement related to security breaches.

SUBJECT MATTER EXPERT

As Managing Partner of Okun Loritz LLP, attorney Dan Loritz assists the firm’s clients with bond/insurance claims, business and consumer deposit and lending documentation, contract review and negotiation, regulatory compliance, employment law and personnel issues, and privacy matters. Dan is a frequent speaker at credit union industry events concerning legal and compliance topics and is the author of numerous publications. Prior to practicing law, Dan worked as a personal banking officer at a major California bank. He is a member of the State Bar of California and the Financial Institutions Committee of the State Bar of California.

LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter.

EXPIRY NOTE eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program no more than 4 weeks prior to an updated version being released. Expired programs will still appear in your My Account details area with EXPIRED and the year of the release in the title field. However, you will not be able to view the training or access the handouts.