Roberto Valdez, CISA,CPA

Manager

Risk Advisory Services

Boca Raton

Roberto Valdez specializes in information technology advisory and assurance services, leveraging technology to help businesses mitigate risk, protect their information and achieve their goals. He works with clients to identify, manage and combat cybersecurity threats such as phishing attacks, ransomware and data breaches.

He provides cybersecurity, information security, IT governance, risk, and compliance services. In addition, he spearheads PhishNet by Kaufman Rossin, a security education training and awareness program delivered through simulated phishing attacks. Rob’s IT assurance expertise includes service organization controls (SOC) reports, HIPAA security compliance, and Sarbanes-Oxley Act (SOX) compliance.

He advises clients across the technology, financial services and healthcare sectors, and often works with software developers, B2B service organizations, medical service providers, healthcare services support providers and financial services professionals.

Rob holds a CPA license in the state of Florida and is the director of corporate relations for ISACA's South Florida chapter. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).  Rob is also an adjunct professor for Florida Atlantic University's College of Business.

Rob is bilingual in English and Spanish.

Education

  • Master of Accountancy, Accounting, Florida Atlantic University, 2015
  • Bachelor of Business Administration, Finance, University of North Texas, 2003

Presentations Given

  • Cyber Assurance, FICPA CPE Seminar, 2017
  • Defending Your Bank From Phishing and Ransomware, Florida International Bankers Association – Webinar, 2017