Phishing For Answers

Securing AI and Minds: Steve Winterfeld on Cyber Threats, Behavioral Science, and Building Robust Security Cultures

Joshua Crumbaugh & Steve Winterfeld Season 1 Episode 33

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Our conversation with Steve Winterfeld unveils critical insights for anyone looking to forge a successful career in cybersecurity. We discuss the importance of strategic planning, building a security culture, and adapting to the rapid evolution of threats, especially phishing and social engineering attacks.

• Exploring three career paths in cybersecurity 
• The importance of strategic career objectives 
• Carrot versus stick: fostering an inclusive security culture 
• Evolving threats: phishing beyond email 
• The role of AI in enhancing and challenging security 
• Understanding cognitive biases in decision-making 
• Effective metrics for measuring security awareness success 

Culture eats strategy for breakfast; cultivate a strong security culture for effective risk management.

Joshua Crumbaugh is a world-renowned ethical hacker and a subject matter expert in social engineering and behavioral science. As the CEO and Founder of PhishFirewall, he brings a unique perspective on cybersecurity, leveraging his deep expertise to help organizations understand and combat human-centered vulnerabilities in their security posture. His work focuses on redefining security awareness through cutting-edge AI, behavioral insights, and innovative phishing simulations.

PhishFirewall uses AI-driven micro-training and continuous, TikTok-style video content to eliminate 99% of risky clicks—zero admin effort required. Ready to see how we can fortify your team against phishing threats? Schedule a quick demo today!

Navigating Cybersecurity Strategies and Training

Joshua Crumbaugh

Hello and welcome to another edition of Fishing for Answers . Today I've got a very special guest , a field or advisory CISO with Akamai Technologies , steve Winterfeld . I was getting to know him a little bit before the podcast , but I'd love to maybe give him a chance to sort of introduce himself , and maybe I'll start it off with the same question I always started off with How'd you get into cybersecurity ?

Steve Winterfeld

You know , I got my first computer , which was a Compaq Luggable , when I was in high school and I remember at the time I spent I don't know a couple thousand dollars back in the day . But I spent so much money because I wanted to get a 10 megabyte Winchester hard drive so I would never have to buy more storage for the rest of my life .

Joshua Crumbaugh

You said a second now .

Steve Winterfeld

And so you know it's less about how I got into it , because it was a very different era , and I do want to share a couple of things . First of all , for people that are thinking about going into cybersecurity , really there are three kind of areas that typically people will go into . You'll go in to be a builder . You're going to be an engineer , a code developer , and you're going to build the infrastructure that we use within cybersecurity . You're going to come in and you're going to help with policies and compliance and you're a lot less technical , but you're going to drive the program and you're going to make me survive . Auditors , and I'm going to love you so much .

Steve Winterfeld

And then the last group is analysts the SOC analysts , the forensic analysts , the people that want to spend all day solving puzzles and back in the day looking through logs but now trying to figure out where the logs are , because it's such a hybrid environment and so and so , as you come into it , those are kind of the three broad areas that I would . I would stop and think about your temperament and and that's a great way to approach what you want to do . And then , once you know what you want to do , there's a ton of training you can do . You can go out and volunteer with different nonprofits , get skills , and you can . You know , one of the best answers I heard in an interview was you know , I've learned so many skills in my home lab and I was just like , okay , that's somebody who's I don't have to worry about them learning the next generation of challenges .

Joshua Crumbaugh

That's true Whenever they have a home lab . That's a good sign .

Steve Winterfeld

And then the other one I'll talk about is people that are actively in your career . And then I like to talk about your North Star . So a lot of us I'm like how'd you get here ? Well , I took this opportunity , I fell into this opportunity . A friend introduced me to this person and we just kind of stumbled through our career and I would encourage you to manage your career and sit down today and say what do I want my last job in cybersecurity to be ?

Steve Winterfeld

And if it's a CISO , then you need to go get leadership skills and budgeting skills and a skill set to be a CISO . If it's a CTO , then you don't need as much leadership , you don't need as much budgeting , you need more . You know hard skills . You still need project management , but you need hard skills If you want to be the CEO of your own company again , radically different skillset . And so think about that last job you want and use that to guide your skills and what jobs you accept . But anyway , I didn't answer your question . I jumped into my passion project , so I'll turn it back over to you .

Joshua Crumbaugh

No , I actually really like that , you know , just reminding people to be strategic because , you're right , too many people don't think about where they want to be or plan out how they're going to get there . There's a lot of sort of reactive sort of nature where you know whatever comes their way , that's sort of where they go and so great advice . So I guess let's just dive right in , and it sounds like this is going to be a fun subject . So , you know , I always like to ask about carrot versus stick , and so I'm curious if you had to pick one , which one are you going to choose , carrot or stick , and why ?

Steve Winterfeld

So I love the binary aspect of a black and white world .

Joshua Crumbaugh

I'm going to argue the world is gray .

Steve Winterfeld

I'm going to argue that the world's gray and I'm going to say it depends on what industry I'm in . If I'm in a highly regulated industry healthcare , finance I would say that one person can make a mistake and have an attitude of not caring about security and one strike and you're gone . There's other environments retail , you know , some that aren't necessarily quite as regulated , or life and death , you know , and there I would say I would probably try to build a culture of inclusiveness and all of that . So to me it kind of depends on where you're at and really ultimately , so much of this is driven by culture . I I'm not going to determine the carrot or stick . That's really probably going to be a bigger culture fit .

Steve Winterfeld

I've been in some amazing companies . I was a CISO for Nordstrom Bank and ran a lot of Nordstroms . I ran threat intelligence and incident response for Charles Schwab . I'm here at Akamai now . I've been in some amazing customer first cultures that honor innovation and you know , really you have employees that have been there 20 years and so in those I think it is more leaning into the culture and you can't build a culture with a stick into the culture and you can't build a culture with a stick .

Joshua Crumbaugh

I think that's a great answer and there are times , I know , I oversimplify it and make it all black and white carrot or stick , but there are times where a stick is needed . I think where I really come at it from is I feel very strongly and one of my passions is around how we need to lead with that carrot . We need to do more to . You know , build walls or , I'm sorry , not build walls , build bridges instead of barriers . I said the exact opposite of what I meant to there . I said the exact opposite of what I meant to there . But you know , our security programs are so often overly technical . Our security awareness training is overly technical and when we train somebody about a phish , we spend too much time on the details and as we do that , it makes that employee not care and I don't think it's that they want to get . You know they have any to the sort of I don't know divide or gap between the InfoSec team and the average employee . Does that make any sense ? So it does .

Steve Winterfeld

So when I try to , I think the most effective training I've ever done and still to date is a technique I use whenever I can is let's talk about how to protect your loved ones online . And then when I'm training them to train their family how to stay safe online , they're invested , yeah . To stay safe online , they're invested , yeah . And I'm not yelling at them like , hey , listen you , you've got to be looking for these phishing emails I .

Steve Winterfeld

I struggle with how I monitor employees because I don't want to treat my employees like criminals , but I also don't want to take unnecessary risk . I don't want to treat my employees like security is their main job , because it's not . And I don't fall for a lot of phishing emails , except from salespeople . When you know some salesperson says you know phishing up our conversation , I'm like I don't remember this . Oh my gosh , I'm losing it . I open the email and it's the first contact . So I mean we all fall for phishing and it is so hard and I say phishing . I want to stop and we mentioned this earlier Phishing is not email .

Joshua Crumbaugh

No , it's so much more than email .

Steve Winterfeld

So I got this postcard which has a link in it to make me an Amazon shopper . This is phishing yeah it is . I've got text that my UPS package is delayed . I get it is so much . It's all social engineering at the end of the day .

Joshua Crumbaugh

It is and , by the way , my favorite story , only favorite because of how crazy it was . But maybe instead of favorite , most obscure phishing story I've ever heard , ever heard . This was probably about 10 years ago . This very large company had their DNS managed through I think it was GoDaddy , and the attackers were able to send a fax to GoDaddy asking to change their DNS records and because it came in through a fax , they didn't suspect anything . They were just like well , it must be them and they made those changes to the DNS records and they were able to redirect the traffic to a malicious site . And to me that is the perfect story to illustrate how any medium can be used for phishing . Any communications medium can , they can phish you on it . If you can talk to somebody , they will phish you .

Steve Winterfeld

And it's video . Gen AI is a two-edged sword . It's empowering things like deepfake . It's empowering great security tools . It's empowering our employees to use it in ways that are unexpected and , in some cases , introduce new risk . You know there is Worm GPT . There are malicious large language models out there now , now . So I really think that the environment is going to get much more complex over the next two years .

Joshua Crumbaugh

Oh , absolutely . I mean just over the last two days , we've seen enhanced multimodal capabilities come out of OpenAI and Google . Today I had gone to Google's Notebook LM and I was just asking it a question on some data and it asked me if I wanted it to create a podcast , or if I wanted to create a podcast . I'm like sure , and so I go to listen to it and when I do , it asks me if I want to join live and ask questions . And so now with Notebook LM , you can interact with it , you can actually be a part of the podcast and potentially I mean I can see so many use cases Like you could actually put this out there as a real podcast .

Steve Winterfeld

Have three people and it's just you well and uh , two of those are avatars , correct ? Yeah ?

Joshua Crumbaugh

yeah , yeah um , the .

Steve Winterfeld

I will say that and I just did a show

Securing AI and Cyber Threat Landscape

Steve Winterfeld

on this . Um , you know , when we talk about ai , we talk about three things . We talk about protecting our users in our company , protecting the ai model itself and what criminals are doing with it . Um , on that middle one , protecting the model itself . There is such a phenomenal resource in oas , so oas has a top 10 vulnerabilities for web pages , the top 10 for APIs and now the top 10 for large language models Gen AI versus large language models .

Steve Winterfeld

My definition is large language models are usually text-based , where gen AI can be audio or visual based , and so OWASP just put out 2025 , they just updated and the old list was maybe two years old , but that's a great place to go look at how to secure your models . And when we talk about phishing , some of these models are designed to steal your proprietary data . You know , plug an API into your customer facing gen AI capability and put so many queries in there . They steal how your AI model is working and all your , all your investment in developing an AI customer facing capability was ripped off it . It's just scary .

Joshua Crumbaugh

Oh , I got one to do that the other day . Uh , cause , you know I I'll . I'll play around and just sort of see . Well , what can I get this to do ? As I learn about new tactics Um , always like to put them to the test . And uh , and I had learned about this tactic to swap out words and say , okay , anytime , instead of using this word , we'll use this word to evade filters , and I had started running up against some filters . So I try the well , let's switch words . And then I ask it is there any terminology that I haven't given you , that I might need ? And can you just make up , you know , give me replacement terms for it ?

Joshua Crumbaugh

And this thing proceeds to dump out what I can only assume is very highly sensitive information . I was like , okay , we're going to stop there , but it's very interesting just how little control we have over some of these large language models . But I think it's not just the fear of what happens with the external threat or the nation state or things like that . One thing that I'm worried about is how do we enforce role-based access controls if we're pumping all of our data into this large language model and the same executive is talking to it as a low-level . You know somebody who just joined the help desk . It's two different levels of access , but I can see that being an absolute just treasure trove for an insider threat to be able to get you know highly sensitive information .

Steve Winterfeld

I am always amazed at the criminal ecosystems innovation . Every time we come up with a new product , every time we come up with a new business model , they figure out a way to monetize it to their benefits . And the same thing is going to be happening with the Gen AI , the large language models . We've got to secure them up front . You know , to what you've been saying . The thing that freaks me out is we can't audit them or do forensics on them . Very well , today , if you come in and there's a big investigation and you're asked to audit and explain why you made the decisions or why your system did that , I see muddy waters ahead .

Joshua Crumbaugh

I see a lot of muddy waters ahead . To me it feels a lot like it did in the late 90s when the Internet was blowing up . You know things are changing at such a rapid pace that people aren't aren't really able to keep up with it , and I know there's a lot of innovation coming with AI , but I still feel like and I wish I didn't , and maybe it's just me being a pessimist here , but I still feel like the bad . I wish I didn't , and maybe it's just me being a pessimist here , but I still feel like the bad guys are ahead of us and we're still playing catch up to well , not to some degree to a great extent , I mean .

Joshua Crumbaugh

I look at security awareness . You know well , in security awareness , role based phishing is almost unheard of . We have it , and maybe one other , but it's barely being done . Yet , every single day , at every company across the world , our people are phished based on their role , and to me that's just one of those examples of how we're not keeping up with the threat and we just , you know , I'm hoping or optimistic that maybe AI can help there in getting us a little bit further ahead of the threat . I worry it's going to go the other direction , though .

Steve Winterfeld

Well , it's a two-edged sword . Exactly , it is a two-edged sword . Yeah , I would say , you know you talk about the threat getting ahead . You know , there's that old saying we've got to get it right every time . They only have to get it right once .

Joshua Crumbaugh

Isn't that true ? Yeah , why would anyone want to be a CISO ?

Steve Winterfeld

And I'll push back a little . I don't know if you've heard of the cyber kill chain , but it's changing your thought process from defense in depth to disruption of the hacker methodology and with the focus on and I'm a huge fan of MITRE they put out the CVS , they put out the MITRE ATT&CK framework . The top of that is a method of you would have to attack . You have to do reconnaissance , you have to find a vulnerability , you have to exploit the vulnerability , you have to , you know , make your payload work . If it's ransomware , if it's stealing credit cards , you have to do command and control and in every one of those steps and then as a ciso , I can sit down and I could say you know , wow , I have five controls up here to prevent initial access , but I have no controls in lateral movement .

Steve Winterfeld

That seems like a big fail . I'm gonna get rid of two controls over here and I'm gonna go by micro segmentation and and minimize . You know , that gives me another disruption and I I like that approach because it gives me and so you can go in and they do a great job on criminal groups and you can say , uh , so does this criminal group show me their methodology ? And it maps it out in the attack framework , then your red team can use it , your SOC team can use it for training and you can see okay , these are five chances to disrupt that attack . So you know it's . It is that that change in thought process , but now it's getting so complex . First of all , you have to know your data journey across all these hybrid environments .

Joshua Crumbaugh

I really like that . I think that's really really good . Advice is that and I've always tried to do that myself is when I started as an ethical hacker and it probably helped , because I spent the majority of my career running red teams , breaking into places and I thought more like a hacker . And so to me , when I got into that CISO role that's where I was looking at is first , yes , I want to keep them from getting in . Then I want to keep them from being able to move around . Well , even before I keep them from moving around , I want to keep them from elevating their privileges and I would look at all of those different aspects of the kill chain . I also big fan of MITRE ATT&CK framework . I feel like that's one of those things that particularly our blue teams , but everybody in our industry , needs to stay on top of , and I know we are endlessly creating new training videos for the MITRE ATT&CK framework because we can't stay on top of it with how quickly it changes .

Steve Winterfeld

And I love your approach to continuous training . Your company's approach to annual training is as useful as tits on a boar hog .

Joshua Crumbaugh

I have never used those exact words , but I might now .

Steve Winterfeld

And so I may have spent some time on a farm at one point , and so that's coming out , and so you know it has to be continuous . It has to be , you know , something that that is friendly and encouraging and reinforcing , so important , and I really appreciate the method that you used there .

Joshua Crumbaugh

Thank you . So , speaking of methodologies , I'm sure you found a few tips , particularly around security awareness , that are just sort of standard practice now but that you have probably had to learn the hard way along the way . Any sort of tips for viewers about you know , here are the number one thing or the top three things that I would , you know , recommend for anyone building an awareness program to recommend for anyone building an awareness program .

Steve Winterfeld

So I think the first is it is about a culture , it is not about a skill set . I need to empower my users to understand they are accepting risk in all their actions . When they download software , they're accepting risk for the company . And so if they ask themselves am I downloading this from a safe place , you know ? Then that's I'm happy , that's they're in the culture I want . Now should they be able to download it ? That's another story that comes back down to- .

Joshua Crumbaugh

I'm going to get out of the IT team for that .

Steve Winterfeld

That's another cultural question . But I want my users to kind of continuously ask themselves you know , it's that old joke , you're not paranoid if they're really out to get you .

Joshua Crumbaugh

On the Internet . They are out to get you .

Steve Winterfeld

Right , and so nobody's paranoid , they're really out to get you . But I also want them to enjoy work . I want them to have joy doing what they're doing and not feel like I think they're a criminal and everybody they work with is a criminal . So that's the number one complaint .

Joshua Crumbaugh

Go ahead their standard policy . But it really did feel sometimes like you were being treated like a criminal when they're interviewing your neighbor that lived next to you for a month , three , you know , five years ago .

Steve Winterfeld

Um so , well , and and I will harp on that , join you on harping on that for one second . The number of criminal or or spies that were caught through that is zero . The number of criminals or spies that were caught through .

Joshua Crumbaugh

That is zero . I wouldn't be surprised at all that that sounds about right .

Steve Winterfeld

But then the second thing I would encourage people to do is take a business partner , and again I'm at the CISO level . If I talk operationally and capabilities , I have a different answer . If I talk tactically and what I want to do in the SOC operations , it's a very different answer . But at the big program level , I want to be a partner . I want to be a business partner and I want to help people understand how to go fast and secure . I want them to understand how they should evaluate the risks they're taking , not to ask me about the risk , but for us to collaborate as a partnership .

Steve Winterfeld

When I go up to the board , I don't wanna go up to the board and talk as a technical advisor . I did that early in my career . I lost so much credibility because they don't want a technical advisor . They want a business advisor at the board , and so we've got to change and come into this with a saying oh , we're going to move to APIs . Hey , let me figure out how to give you hooks so you can just put it right into your dev chain and you can . You can hook into the security and and as you're building code , these are what I need . You know my security requirements as you're developing the code .

Steve Winterfeld

Unfortunately , that's a skill set when we first go into something like API or Gen AI . None of my security people right now have Gen AI experience . None of them understand you know experience . None of them understand . You know machine learning , deep learning , neural nets . You know gen AI . It's another skill set , which is why we're constantly learning . So that business aspect of going in and figuring out how to make it better , faster and not necessarily secure , but appropriately secure .

Joshua Crumbaugh

Yes , and I couldn't agree more about the business side of things and about how , at the board level , they're not looking for a technical advisor , they're looking for a business advisor .

Joshua Crumbaugh

To echo that and maybe add to it , I'd go so far as to say that to me , sales and marketing are two very pertinent traits when it comes to cybersecurity . Sales from the perspective of we're endlessly selling what we're trying to do , whether it's , you know , selling it to the end user to build that culture or selling it to senior executives . But marketing , I think , is a little bit less talked about , and I feel like marketing really has its place in cybersecurity . And the reason is is because what is marketing about ? It's about defining and crafting a message that works for , you know , an audience that you've already defined and outlined and learned about what they want to hear , and sending those messages in a way that they get heard . Well , that's all of security awareness , and you might be able to tell that I went to college for marketing , but to me , that is all of security awareness . And not just security awareness , but a lot of cybersecurity is around getting that message , crafting it in a way that people will listen .

Steve Winterfeld

So go ahead if you have a point . Well , first of all , my undergrad degree was in public relations , but I never worked a day in that since I went on the ROTC scholarship . So my first job was being an airborne ranger . But that aside , I don't know if you've ever heard of the concept of cognitive bias .

Joshua Crumbaugh

Yes , I know , that's what I was about to bring up .

Steve Winterfeld

I know you're passionate about it . So , first of all , everybody's in sales period . No matter what your role is in a company , you should be in sales . You should be figuring out how to move your revenue forward , and I agree with marketing and that . Cognitive bias . I enjoyed your blog on cognitive bias . Your five , your top five . Have you ever read the book Influence the Psychology of Persuasion ?

Joshua Crumbaugh

I think so , but if I haven't , it's been a little while , so I want to walk through the list with you here . Let's do it .

Steve Winterfeld

Well , we'll run through the list real quick and then we'll delve into some of these , but ultimately , whether you're in sales , whether you're in you know espionage , whether you're in cybersecurity , we're all trying to influence people . And so there are some standard ways to influence people , and I love this book because it walks you through six basic kinds .

Psychological Triggers in Social Engineering

Steve Winterfeld

So the first is reciprocity . I've given you something as simple as a pen you now owe me . It's that I've done something .

Joshua Crumbaugh

I use , that one constantly .

Steve Winterfeld

Right , and so you know , now you're in debt . The second is scarcity Fear of missing out . You know , hey , there's black Friday sales almost over , you know it's . It's that fear of missing out . So how many ? Podcasts invites have you gotten that ? Only two seats left . You know the social proof . Everybody's doing it .

Joshua Crumbaugh

You know you need to be in with the cool kids . It's that crowd effect and authority I tend if I'm doing social engineering and when I was on a red team best job ever , Agreed , Agreed . I don't know why I ever decided to start a company and not stay on the red team . Best job ever .

Steve Winterfeld

When you call , you have a couple seconds to be needy or authoritative . I more often than not needed help because most people want to help . Occasionally I'd flip to authority . You can't switch once you start . But but that authority the boss said so you have to do it . I'm from the government . Whatever it is , it's the clipboard when you're walking through the office . It's that authority . This is where yours and the book differed . The book says commitment and consistency , that follow through and liking , that friends , that ability just to create , hey , we're in this together . And then you have that framing bias , which the book didn't . But all of these , I think , are you know , I love to study fallacies , I love to study biases . If you want to interact with other humans in a way that you know you can go into a conversation and get out of it what you want , then these are skills you should have . Jump in . I'm sorry , I went on way too long , no .

Joshua Crumbaugh

I love it , and all of those I think are really not only commonly used in social engineering attacks , but highly effective . I'd add ego . I forget the name of the bias , but if you want to get an executive , ego works better than just about anything . But no , we actually recently put together a cognitive bias index and actually outlined 182 different biases , gave stories around how they either can be used or how we use them , but it's those little mental shortcuts that really do make us susceptible to phishing , and so I truly believe that it's important , not just for cybersecurity people , but for everybody to be a little bit more aware of those biases , because when you learn about , for everybody to be a little bit more aware of those biases , because when you learn about them , you're a little bit less likely to be able to be manipulated by it . You still may use the bias every day , but when you're aware that there's a tax , it helps to prevent you from falling victim to it .

Steve Winterfeld

Yeah , your brain's not going to get hijacked , and whether you're buying eggs , a car or deciding to open an email , people are using this on you constantly .

Joshua Crumbaugh

Oh , yes , they are . You know we were . So we recently trained a large language model on how to detect the underlying psychological triggers in phishing emails . The biggest problem we have is differentiating between phishing . Training it on the psychology was easy , training it on the difference between phishing and advertising a little bit more difficult , but it is used on us absolutely every day .

Joshua Crumbaugh

That is , I mean , to me social engineering and marketing are almost identical . That the real difference between an unethical social engineer and a , we'll say , ethical marketer I put that in air quotes just for everyone watching , but no and an ethical marketer is that the marketer has to . You know they're constrained by the truth . It's not that they can't go , you know , slightly outside the lines , but if they go way outside the lines they lose consumer trust , they get financial penalties , they get the company sued , whereas the bad guy they're using these same tactics but they can make up any story they want , and that is where it gets really dangerous to me , absolutely . Have you studied any other like behavioral science ? Because one of the areas that's adjacent to this that I'm really interested in is how we can apply behavioral science to cybersecurity . So I'm just curious if there's any principles maybe that you've studied , or just any psychology that you found helps in day-to-day building your security awareness programs building your security awareness programs .

Steve Winterfeld

Well , I would say , you know , using those techniques is goes back to somewhat to intent . Whether you're using , you know , social engineering or marketing or influence for good or bad is kind of in the eye of the beholder . I'll say , when it comes back to it , it's always , I say , culture , it's about the relationships and there are a number of techniques here . At Akamai we'll use a gallop , you know . I remember in the military we used Myers-Briggs , and I'm not saying that's a scientific method . I understand that my wife and I go to Enneagram's class so that we talk about the framework of our discussion and not about each other , each other , you know . So I think all of those are again , I'm not sure it's answering directly to your question , because they're less science than relationship frameworks that , I think , help you build the smaller team network that you want to . So I found those useful in the team level . For the bigger culture ones , I don't know that . I have anything off the top of my head , do you ?

Joshua Crumbaugh

I think all of those are really great bits of advice . I mean a few . To me . One of the most critical behavioral science principles that I think applies here and to social engineering is identical elements theory , and it talks about how , when we become really familiar with anything , we're going to start seeing it more frequently . It's the reason when you buy a new car , you start seeing that car all over the road .

Joshua Crumbaugh

And I bring that up because the subconscious , to me , is your body's natural defense or built-in defense mechanism and , to put it in cybersecurity terms , it's your body's or your brain's , built-in EDR . But it has to be trained . Just like these large language models have to be trained with large amounts of data to be able to function properly , so does your subconscious . And what's interesting is , in almost every incident , almost every time somebody reports that they clicked on a fish , when they're reporting it , they say , oh , I knew better .

Joshua Crumbaugh

And that I knew better to me is them saying , hey , I ignored a red flag that I shouldn't have ignored . Is them saying , hey , I ignored a red flag that I shouldn't have ignored and it led to this ? And so to me , that tells me that we're not training our users to trust their gut enough . I don't even think I got training on what my gut truly was until I picked up a book that described it , because to me , like you know , I don't know growing up there wasn't a lot of training on trust your gut . I mean , I think I heard Oprah say it a bunch , but outside of that , you know , there wasn't a whole lot of training there , and I think to me that's the number one thing that can help us avoid cyber attacks .

Steve Winterfeld

Yeah , it almost goes back to Gladwell's blink concept of you know , your first impression is probably right and his book was all about that , you know . And it goes back to the micro expression and you can go get training in micro expressions and and all of that is is just , it's a challenge because it's almost saying we have to be hyper aware all the time and we can't . That gives me an headache , yeah , and so I think it is exactly what you said when you have a twinge of intuition stop .

Steve Winterfeld

Just pause . Just pause for a second and ask yourself why . Yeah , that's great advice , just pause .

Joshua Crumbaugh

Just pause for a second and ask yourself why that's great advice and emotion . We're not supposed to feel emotion , maybe anger , but outside of anger we're not supposed to feel a lot of emotion in our inbox and I make jokes about anger because we've all got that email that just annoys us . But to the same regard , if you get excited about an email and you want to jump up and down , chances are it's a fish , and so I think emotion's a really big trigger too , and one of those red flags we just got to teach our users to pay attention to .

Steve Winterfeld

Yeah , I tease everybody . I only have two feelings anger and hunger .

Joshua Crumbaugh

Anger and hunger . I've got a couple more than that . I mostly have two feelings , if I'm being honest . Okay , so KPIs , we haven't hit on it yet . We actually missed quite a few of the many topics I typically cover today , which is great . It means we've had a good conversation . But I always do like to ask because I've received a very varied , I guess different responses around this but when you measure your security awareness , what metrics to you are the most important and the most telling ?

Steve Winterfeld

So I think we'll do two . We'll cover maybe the broader program view and then more of a social and counter social engineering fishing view . At the broader view , where am I going to get the biggest return on investment in reducing risk ? And so for me , the first is my monitoring and response ecosystem . So it is that , the SOC , the counter fraud techniques I'm deploying , my threat intelligence group , my forensics team , making sure that's all integrated . And then the kind of metrics I'm pulling out of that are everything from what is my time to resolve an incident , where am I getting my incidents from ? You know those , those workflow kind of return on investment things or what I try to pay attention to now within the sock . They think that's the most annoying thing to track because they're two in the real battle . So I acknowledge that .

Steve Winterfeld

The next is I can't protect what I don't know about . So the next is my situational awareness . Now , situational awareness is different than um visualization or or visibility , and that you contextually understand the danger . So not only do I know where the data is , I know what's proprietary , what's regulated data . You know pci , credit card data or healthcare data or whatever kind of data . It is privacy data , um . So it's that vulnerability and asset management , because I can't protect what I don't know about and I can't talk about risk if I don't know where I have technical debt . And then the last one for me is identity management . It's all about making sure you talk a lot about rule base in here making sure that people have the right access and only the right access and only the right access . You know , and we all know , most of our audit findings are from people not getting permissions turned off .

Joshua Crumbaugh

But the whole Snowden thing was about him not getting permissions turned off . I think that's the part a lot of people don't realize was that was privilege creep and almost nothing else .

Steve Winterfeld

Then on a tier two I'll throw in I need to make sure compliance is working . I need to make sure that my third party and SaaS stuff is done . I want to track all my budget and spending and be able to talk to am I getting a return on risk reduction from my spending ? But all of those are the broader you know , the mean time to kind of stats are very tactical stats , but I have a ton of them obviously .

Joshua Crumbaugh

Okay , great advice .

Steve Winterfeld

What about your security awareness program ? You said you had some , a few different ones there . Test to validate your infrastructure . You have to do uh testing of um exercises . You know a red team , blue team , tabletop exercise to validate it . And you , I think you need to do some technical things like checking for phishing emails via phishing smishing , um , you know typical emails , all of those wherever you have vectors of attack , you should do validation testing and then it's . You know the click . You know we'll do the email .

Steve Winterfeld

Who opened it ? Who clicked on it ? Who reported it ? Fine , what I really care about is repeat offenders . Who's not getting it and how can I change their perception ? I want to know how much of it is external . What am I stopping at the perimeter and what's getting through ? Because I've got to support my people with technical controls . I've got to protect stuff coming in . I need a secure web gateway gateway stopping them from going to . You know , when you send me that thing , that I can get a free disc for disc golf , which I love , frisbee golf . I'm going to click on that .

Steve Winterfeld

You're going to get spirits down because of that . And I need somebody to stop me from going out to pretend I'm getting a free Frisbee . I almost fell for a fish .

Joshua Crumbaugh

I created to fool people like myself one time , so it was a LastPass master password fish . I'm like , oh , this will get almost anyone using LastPass . And then it comes in in my inbox , I don't know , a couple months later I'm like wait what ? Oh , you're not going to get me .

Steve Winterfeld

I mean talking to myself , I guess , but and I'd say the last one is around password management . You know , stop reusing passwords . Don't use your work password and your home passwords is the same thing . You know , passwords are still here , they're still painful . We're doing a lot more with single sign-on , we're doing a lot matter with multi-factor , but I need people to get themselves a password manager and manage their passwords .

Joshua Crumbaugh

I couldn't agree more about passwords . When I was running red teams , we could tell the season based on the most common password in the network , because all of our password policies were like eight characters long , three out of four on complexity , and you have to change it every three months . Well , what does that lead to ? Spring 2024 , summer 2024 , winter , fall 2024 . And it was so easy to get into almost any network . And it actually got to a point before they finally updated most password policies . We still sometimes see the eight plus character one .

Password Security and Cyber Culture

Joshua Crumbaugh

But what it led to was this scenario where phishing wasn't the easiest way in the network . Password spraying was the easiest way into the network and we almost never had to phish for I don't know quite a few years there . And you know we'd go out and talk at these conferences and scream listen , we got to fix passwords .

Steve Winterfeld

Well , and you know , if you haven't gone to what is it ? Pond , I've been pawned , oh yeah , have I been pawned ? Yes , you know you need to go out and see how many times you I think . Last time I checked that was eight , which it feels low to me .

Joshua Crumbaugh

I think I'm up to like 30 or 40 .

Steve Winterfeld

So if you're only at eight you're doing good , so I will tell you one story that I was sitting around and one of my daughters said well , I used her family password . And I'm like what the bleep did you just say she says yeah , I used her family password .

Joshua Crumbaugh

I'm like we have a family password . Before I was in cybersecurity we had a family password , I mean , I guess we sort of did , because my dad had this password that he used for everything , and then I started putting it on stuff that I didn't care about , where I would have to share the password .

Steve Winterfeld

So I have a no risk password . If it's something that's no financial or personal risk , then yes , I have a throw . I use the same throwaway password .

Joshua Crumbaugh

Well , somehow .

Steve Winterfeld

I got translated to the family password and that's what they were using for everything . So , yeah , it's just , you never know what's going to happen , despite what you intend .

Joshua Crumbaugh

Or how your statements will be just grossly misinterpreted .

Steve Winterfeld

It's always interesting to try to overhear what your kids think you do for a living .

Joshua Crumbaugh

I'll bet yeah . Well , it's been an absolute pleasure . Before we wrap up here , any sort of last words of wisdom for our listeners .

Steve Winterfeld

Yeah , I would say from the bigger point of view . Culture eats strategy for breakfast . Think about your strategy and the corollary to that is a strong security . Culture eats social engineering for breakfast .

Joshua Crumbaugh

Yeah , it does . Culture is everything . No-transcript .