SmarshCONNECT Annual Conference 2019

Embrace Transformation. Mitigate Risk. Enable Productivity.

June 5 - 6, 2019 | Convene, New York, NY

Event Agenda

JUNE 5 - 6, 2019 | NEW YORK, NY

Convene | 151 West 42nd Street, 4th Floor
(Between 6th and 7th Avenues)
New York, NY 10036

  • Day 1
  • Day 2
 
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AM Programming

8:30am - 9:00am

Check-in and Breakfast

9:00am - 10:30am

Smarsh Foundational Training Workshops (Professional and Enterprise Tracks)

Join experienced and knowledgeable compliance and technical professionals from Smarsh for an instructor-led, hands-on experience designed to provide you with the essential knowledge and skills you need to get started with the Smarsh Professional (formerly The Archiving Platform) or Enterprise (formerly Actiance Vantage and Alcatraz) solutions. Topics covered will include Administrator Basics, Searching, Policy Creation, as well as an introduction to Smarsh Supervision and Discovery Connected Apps. Bring your laptop!


Facilitators:
Professional Track: Marianna Shafir & Ryan Batiuk
Enterprise Track: David Luizzi & Gregory Breeze


NOTE: This session is designed for newer Smarsh users and should be attended as a pre-cursor to the Advanced Training Workshop that follows – more experienced users may elect to forego this session if they are familiar with basic concepts and features.

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10:30am - 10:45am

Break

10:45am - 12:15pm

Smarsh Advanced Training Workshops (Professional and Enterprise Tracks)

Connect and get interactive! Join senior compliance and technical professionals from Smarsh for this instructor-led, interactive session designed to provide you with the advanced knowledge and skills you need to get the most out of your investment in Smarsh. The Smarsh Professional Track (formerly The Archiving Platform) will turn its focus to Mobility and cover significant changes in the enterprise mobile market, our mobile technology stack, and how firms are using the Mobility Assessment to build and execute their mobility strategies. The Enterprise Track (formerly Actiance Vantage and Alcatraz) will include Tips and Tricks to implement features including ethical walls, moderation, and message blocking, fine tune workflows and policies, and optimize your use of the system for eDiscovery and supervisory review.


Facilitators:
Professional Track: Brian Panicko, Ryan Batiuk & Marianna Shafir
Enterprise Track: David Luizzi, Gregory Breeze & Robert Cruz


NOTE: This session is designed for experienced Smarsh users and should be attended as a follow-on to the Foundational Training Workshop offered earlier in the morning for new users.

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12:15pm - 1:00pm

Lunch

PM Programming

1:00pm - 2:00pm

Navigating the Journey to Office 365

Microsoft Office365 is changing the ways businesses communicate and collaborate, and many firms are journeying towards deployment or are considering the move. They've likely encountered compliance and technical challenges that were not anticipated, and continue to define their supporting architecture. They have access to new capabilities in Microsoft Teams that require compliance controls, while some on-premises compliance protocols will require modification. Join this interactive session to hear how firms are managing the journey, how they are overcoming challenges, and to share best practices with your peers.


Moderator: Anthony West, with discussion led by Smarsh customers who are progressing in their Office journey.

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2:00pm - 4:30pm

Smarsh Customer Advisory Board proceedings

NOTE: Attendance for this session is limited to current members of the Smarsh Customer Advisory Board. Other attendees may use this time for networking or scheduling 1:1 with Smarsh Customer Success professionals in the Genius Bar area.

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Genius Bar

9:00am - 4:00pm

Smarsh Genius Bar area open for scheduling 30 minute 1:1 meetings with Smarsh Customer Success professionals

Schedule some time at our Genius Bar and bring your toughest questions to our team of product, customer success and regulatory experts who are there to help you with one-on-one sessions.

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AM Programming

9:00am - 9:30am

Check-in and Breakfast

9:30am - 9:40am

Welcome & General Session Kick Off

9:40am - 10:15am

Compliance for Value Creation

Smarsh CEO Brian Cramer and Chief Product Officer Greg Vesper review the changing market, technology, and regulatory landscape and how these factors have shaped the investments made by Smarsh across the business. This session will also include a high-level glimpse of the technology innovation that lies ahead, priming the discussion of key product themes later in the day.

Speakers: Brian Cramer & Greg Vesper

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10:15am - 10:30am

Break

10:30am - 11:45am

Keynote | Michelle Caruso-Cabrera - "Leaks. Who does them and why? Can they be stopped?"

In the United States today, there is so much compliance, and yet so many leaks. Astounding leaks make news continuously. "According to someone familiar with the situation," or "According to Senior Administration Officials," appears in print or is said on TV every single day. How do those leaks happen? More importantly, why do they happen? And who is the person in your organization most likely to leak? You'll be shocked to hear who it is.

Michelle explains her experience with leaks--getting them, reporting them, or not reporting them, and what you can (or can't!) do to prevent them

Interviewer: Suzanne Rudnitzki

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11:45am - 12:45pm

Lunch & Partner Pavilion

PM Programming

 

12:45pm - 1:45pm

Keynote | Preet Bharara - “Why Change? Why Now?”

You will not want to miss this opportunity to hear Preet Bharara, Former U.S. Attorney for the Southern District of New York, discuss why winning Financial Services organizations need to change how they operate in response to the wave of digital and regulatory transformation that is taking place and shaping the new normal in the marketplace they serve and the workforce they employ.

Interviewer: Anthony West

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1:45pm - 2:30pm

Regulatory Outlook Panel Session: The Changing Role of RegTech and Its Impact on Compliance professionals

This dynamic panel session of industry experts and your peers will cover the latest regulatory guidance relative to communications governance, the ever-evolving role of RegTech in today’s modern Financial Services organization and its impact on compliance programs today and in the future. This session will be moderated by Robert Cruz, director of the Smarsh Information Governance Practice (IGP), and will include audience-driven Q&A.

Moderator: Robert Cruz
Panelists: Brian Rubin, Marty Colburn, Mimi LeGaye & Elin Cherry

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2:30pm - 2:45pm

Break

2:45pm - 3:30pm

Breakout Sessions (Part 1) - Choose your Track

Track 1 – Mobile-focused roundtable breakout session

Dive into the emerging compliance challenges and opportunities created by the proliferation of mobile communications and devices. Join your peers and a collection of subject matter experts from Smarsh and its strategic partners for a highly interactive and dynamic roundtable.
Moderators: Brian Panicko & Jordan Richardson

Track 2 – Supervision-focused roundtable breakout session

This roundtable will discuss ongoing need to adapt and enhance supervision policies, review workflows and related systems to keep pace and stay ahead of the evolving regulatory and technology curves.
Moderators: Marianna Shafir & Gregory Breeze

Track 3 – Collaboration Platforms-focused roundtable breakout session

Dynamic collaboration platforms like Microsoft Teams, Slack, Symphony and others now play a strategic role driving responsiveness and productivity in the new Financial Services workplace. Engage with our panel to learn more about these tools, their transformational potential and the subsequent compliance challenges that arise from their adoption.
Moderators: Anthony West & Robert Cruz

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3:30pm - 3:45pm

Break

3:45pm - 4:30pm

Breakout Session (Part 2) - Choose your Track

Track 1 – Mobile-focused roundtable breakout session

Dive into the emerging compliance challenges and opportunities created by the proliferation of mobile communications and devices. Join your peers and a collection of subject matter experts from Smarsh and its strategic partners for a highly interactive and dynamic roundtable.
Moderators: Brian Panicko & Jordan Richardson

Track 2 – Supervision-focused roundtable breakout session

This roundtable will discuss ongoing need to adapt and enhance supervision policies, review workflows and related systems to keep pace and stay ahead of the evolving regulatory and technology curves.
Moderators: Marianna Shafir & Gregory Breeze

Track 3 – Collaboration Platforms-focused roundtable breakout session

Dynamic collaboration platforms like Microsoft Teams, Slack, Symphony and others now play a strategic role driving responsiveness and productivity in the new Financial Services workplace. Engage with our panel to learn more about these tools, their transformational potential and the subsequent compliance challenges that arise from their adoption.
Moderators: Anthony West & Robert Cruz

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4:30pm - 4:45pm

Break

4:45pm - 5:30pm

What’s Next? – Smarsh Product Innovation Session

A perennial favorite! Join the Smarsh Product Team and our customers for a thematic overview of strategic product investments and the underlying challenges and market drivers they are designed to address. This session will feature demonstrations of Smarsh technology in action to address real-world use-case scenarios.
Speakers: Adam Miller-Howard, Blane Warrene & Santosh Shanbhag

NOTE: This session will conclude with a wrap up discussion of the day’s key takeaways followed by a raffle prize drawing before all attendees’ head into the cocktail reception.

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5:30pm - 7:30pm

Cocktail Reception

Genius Bar

 

9:00am - 1:00pm

Smarsh Genius Bar area open for scheduling 30 minute 1:1 meetings with Smarsh Customer Success professionals

Schedule some time at our Genius Bar and bring your toughest questions to our team of product, customer success and regulatory experts who are there to help you with one-on-one sessions.

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Book a session with an expert!

Smarsh Genius Bar is open for
scheduling 1:1 meetings

SCHEDULE NOW

Learn. Experience. Connect!