Webinar: Avoiding Financial Fraud

Dear Friends of Integris,

Join us for a comprehensive and practical conversation on fraud prevention. Drawing on industry‑leading cybersecurity insights, we’ll explore real‑world examples and actionable strategies to help you recognize red flags, understand common points of vulnerability, and build stronger defenses against today’s most prevalent scams.

Whether you’re focused on protecting your own accounts or helping a loved one navigate theirs, this session will deliver practical, easy‑to‑apply guidance for everyone.

Join Kevin Mahoney, CFP®, CIMA®, COO, CCO, and Partner with Integris, as he hosts Vernesa (Nes) Harper for an engaging and insightful discussion on fraud prevention and financial security.

Questions from the audience are encouraged throughout the session, so don’t miss out!

Please note that this session will not be recorded, so we encourage you to join the live webinar if you’re available!

Please join us via Zoom on

March 16th, 2026

12:00pm – 1:00pm PT

Register Now

Vernesa (Nes) Harper
Senior Manager – Schwab Advisor Services Fraud Prevention Team

Vernesa Harper, known as Nes, serves as Senior Manager on Schwab’s Advisor Services Fraud Prevention Team, where she plays a crucial role in supporting the fraud prevention program. Her responsibilities include implementing policies and controls for risk mitigation, educating advisors and internal partners about fraud prevention, conducting research, and identifying trends in fraudulent activities.

With 30 years at Schwab, Vernesa has dedicated 25 years to roles in Retail and Advisor Services Fraud Investigations, Compliance, and Risk Management. She holds a B.A. in Mass Communications and an M.A. in Education/Curriculum & Instruction. In 2018, she earned her certification as a Fraud Examiner and is an active member of the Association of Certified Fraud Examiners (ACFE).

Vernesa has made a name for herself as a dynamic host and speaker for both Advisor Services webcasts and in-person learning events. She has hosted the virtual Schwab SOLUTIONS series (2020-2021), the virtual IMPACT 2022 event, and moderated one of the top three educational sessions at IMPACT 2024.

Fraud Prevention is Vernesa’s passion, and she dedicates her time outside of work to educate seniors in her community about the evolving tactics and scams, helping them to avoid victimization.