
Why Security Fundamentals Still Fail, From a Former CISO Turned Forrester Advisor
David Levine spent ten years as a CISO at Ricoh before joining Forrester as Vice President and Executive Partner for Security and Risk, where he advises security leaders across government and private industry. In this conversation, he shares what that vantage point revealed: the challenges he assumed were specific to his own program are common across the industry. David explains why patching, prioritization, and asset inventory remain unfinished at most organizations, and why the cause is capacity rather than understanding. Leaders know what needs to be done; they lack the bandwidth and budget to do all of it. AI makes the problem harder by consuming resources, adding new assets to discover, and multiplying vulnerability volume beyond what current processes can absorb. He describes what the successful programs have in common: informed and supportive leadership, a grounded CISO, and a working relationship between IT and security, which he found to be a more pervasive problem than he expected. He explains why he considers people the biggest security risk, how he turned resented phishing tests into a skill employees asked for by answering "what's in it for me," and the "no, but" rule he set for his teams. The core of the episode is executive tabletop exercises. David walks through three real cases, including a CEO who rediscovered a lost continuity process during the exercise and an HR and finance team who realized they did not know their roles, and lays out how to run an executive tabletop so that it produces change rather than compliance. He closes with a buyer's perspective for vendors and founders: why cold outreach to CISOs fails, what works instead, the difference between a partner and a vendor, and where he sees market demand in AI governance and fundamentals execution. Topics covered: Why the security fundamentals are still unfinished: patching, prioritization, asset inventory Capacity versus understanding: budget pressure, staffing, and doing more with less How AI adds discovery burden and multiplies vulnerability volume What successful programs share: culture, leadership support, grounded in reality The pervasive friction between IT and security, and what good looks like People as the biggest security risk, and the limits of training Answering "what's in it for me" in security awareness Reframing phishing tests as personal skill-building Influence, storytelling, reciprocity, and leading by example Replacing "no" with "no, but" Executive tabletop exercises: three real examples How to run an executive tabletop: audience, jargon, injects, escalation Making training engaging: five-minute animated episodes Selling to CISOs: what works, what does not Partner versus vendor Market demand: AI governance tooling and fundamentals execution Prioritizing on real risk, not theoretical risk David Levine is Vice President and Executive Partner for Security and Risk at Forrester, where he advises CISOs and security leaders across industries. He previously spent 28 years at Ricoh, including roughly a decade as CISO, before moving into the peer advisory role. His work with clients focuses on security fundamentals, leadership influence and storytelling, executive tabletop exercises, and keeping risk prioritization grounded in reality. David on LinkedIn: https://www.linkedin.com/in/david-levine-8907133/ Forrester: forrester.com

