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        • nav platform graphicThe Smarsh Platform – One intelligent platform to manage communications risk, drive insight, and ensure compliance at scale.
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            • about tab companyCompany – Explore our mission to transform your communications data into intelligence you can act on.
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        • Overview
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        • |Register|

        Register Now

        Want to learn solutions to today’s compliance challenges, hear from industry experts, and network with your peers? Save your seat at Smarsh CONNECT. Space is limited.

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        Smarsh CONNECT Agenda

        Innovation in financial services is no longer optional—it’s imperative. As artificial intelligence, automation, and advanced analytics reshape the industry, risk and compliance professionals are uniquely positioned to lead the next wave of responsible transformation. But innovation in a highly regulated environment demands more than speed; it requires governance, transparency, and trust.

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        12:00pm Registration & Lunch

        1:00pm Welcome Remarks

        Kim Crawford Goodman, Chief Executive Officer, Smarsh

        1:30pm From Coverage to Intelligence: Scaling a Future-Ready Compliance Program

        The focus of digital communications in compliance has shifted from foundational coverage to intelligent optimization. As communication channels proliferate and regulatory expectations intensify, organizations face new pressure to modernize how they capture, supervise, and govern employee communications. By modernizing infrastructure and scaling oversight in step with growing channel complexity, organizations have the power to strengthen compliance resilience while supporting business growth.

        This session explores how to transform a legacy compliance program into a scalable, future-ready framework. Attendees will gain insights into building a compliance program that not only keeps pace with change, but stays ahead of it—balancing risk mitigation, operational efficiency, and long-term innovation.

        Luis Castillo, Jr., VP Architecture, State Street Bank & Trust Company
        David Hernandez, VP of Digital Workplace Productivity, The Capital Group
        Moderated by Goutam Nadella, Chief Strategy Officer, Smarsh

        2:15pm Break

        2:45pm Breakout Sessions

        Will AI Agents Replace Your Front-Line Analysts?

        Rethinking Investigations with AI

        Professional Archive: Innovating for Today & Tomorrow

        4:00pm A Conversation with Hockey's Greatest

        At a time when hockey fans are celebrating the centennial of the New York Rangers and the excitement of the USA Olympic gold medal victories, Smarsh CONNECT welcomes two icons of the game: Mark Messier and Henrik Lundqvist.

        In a keynote conversation, these legendary leaders will share lessons on resilience, performance under pressure, and the courage required to challenge the status quo. From championship moments to franchise-defining eras, their experiences reveal what it takes to lead, adapt, and innovate when everything is on the line.

        Henrik Lundqvist, Legendary NY Rangers Goaltender
        Mark Messier, National Hockey League Hall of Famer
        Moderated by Vinesh Vis, Chief Revenue Officer, Enterprise, Smarsh

        4:30pm Celebrity Meet & Greet and Cocktail Reception

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