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 Cloud)

Bring your laptop! Join Smarsh experienced and knowledgeable compliance and technical professionals for an instructor-led, interactive experience designed to provide you with the essential knowledge and skills you need to get started with the Smarsh Professional Cloud (Track 1) or Enterprise Cloud (Track 2) platforms. Subjects covered will include Administrator Basics, Searching, Policy Creation, as well as an introduction to Smarsh Supervision and Discovery Connected Apps.
Speakers: Marianna Shafir & Robert Cruz


NOTE: This session is designed with the new Smarsh user in mind and should be attended as a pre-cursor to the Advanced Training Workshop offered later in the morning – more experienced users may elect to forego this session if they are familiar with the subjects covered already

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10:30am - 10:45am

Break

10:45am - 12:15pm

Smarsh Advanced Training Workshops (Professional and Enterprise Cloud)

Connect and get interactive! Join Smarsh experienced and knowledgeable compliance and technical professionals for this instructor-led, hands-on experience designed to provide you with the advanced knowledge and skills that you need to get the most power and value out of the Smarsh Professional Cloud (Track 1) or Enterprise Cloud (Track 2) platforms. Subjects covered will include Administrator Tips and Tricks to maximize efficiency, Advanced Searching, Policy Tuning, as well as deep dives into the Smarsh Supervision and Discovery Connected Apps and creating highly effective workflows using the capabilities they provide.


NOTE: This session is designed with the experienced Smarsh user in mind 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

Real-world compliance challenges and solutions for Office 365 environments

Subjects discussed will include how and why firms are embracing the concept of the modern workplace as they adopt new collaborative tools and mobile-first strategies, how migration to Office 365 is providing new opportunities to displace legacy systems, common use cases related to Microsoft Teams, and how firms are extending regulatory-driven and discovery controls to these new rich, dynamic networks. We will also discuss Smarsh’s proven track record of helping organizations to effectively manage both Microsoft and non-Microsoft content sources to meet the most rigorous compliance and governance demands. Bring your questions with you as there will be plenty of time for audience Q&A with our panel of experts.
Speaker: Anthony West

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2:00pm - 4:00pm

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 meetings 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 - 9:45am

General Session Kick Off – The Digital Trends and Resulting Transformation Shaping the New Modern Financial Services Workforce and Industry

Smarsh Chief Evangelist and seasoned technologist, Mike Pagani gets the general session underway by unpacking the current trends in digital communications that are opening up new opportunities for business agility and reach. On the flip side, compliance, legal and IT must rise to the new challenges introduced as a result and deliver Compliant Productivity to their firms

Speaker: Mike Pagani

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9:45am - 10:15am

Staying Ahead of the Curve – an Update on Smarsh Technology Advancements

Smarsh CEO, Brian Cramer details the latest innovations and advancements in technology being made by Smarsh product engineering and development. This session will also include a high-level glimpse of what lies just ahead on the horizon, and why, as a primer for the detailed product-led road map session later in the day.

Speaker: Brian Cramer

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10:15am - 10:30am

Break

10:30am - 11:45am

Keynote: Michelle Caruso-Cabrera - The Intersection of Economics, Policy, and Politics

A broadcast pioneer with reporting expertise, Michelle Caruso-Cabrera confronts the complex interplay of geopolitics and its upshot on global markets.


Over her 20 years at CNBC, she gained unprecedented access to some of the biggest political and economic occurrences on both sides of the Atlantic, and the people involved. She covered everything from the great recession of 2008 and the Greek debt crisis to corporate mergers and presidential elections.


In this talk, Caruso-Cabrera zeroes in on geopolitical issues with global economic impact. She offers fast analysis and detailed commentary on complex topics affecting the U.S. and the world, to help audiences decipher a better way forward.

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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.

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1:45pm - 2:30pm

Regulatory Outlook Panel Session: The Changing Role and Expectations of Compliance Professionals

Moderated by Smarsh Information Governance Practice Director and regulatory subject matter expert, Robert Cruz, this dynamic panel session includes well-known Financial Services industry experts, as well as experienced compliance professionals who work in Smarsh customer organizations. Topics covered will include the latest regulatory guidance relative to communications governance, the ever-evolving role of Compliance Professionals in today’s modern Financial Services organization and the expectations that they are responsible for delivering on going forward. NOTE: This keynote session will feature dedicated time for audience-driven Q&A.

Speakers: Marianna Shafir, Brian Rubin and Marty Colburn

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2:30pm - 2:45pm

Break

2:45pm - 3:30pm

Breakout Session 1 - Choose your Track

Track 1 – Mobile-focused roundtable breakout session

Join your peers and a collection of subject matter industry experts from Smarsh and our strategic partners as we discuss the emerging compliance challenges and opportunities related to the use of today’s popular mobile-based communications in a highly interactive and dynamic roundtable setting.
Speakers: Mike Pagani and Brian Panicko

Track 2 – Supervision-focused roundtable breakout session

Join your peers and a collection of subject matter industry experts from Smarsh and our strategic partners in a highly interactive and dynamic roundtable setting as we discuss the emerging challenges and opportunities related to the ongoing need to adapt and enhance supervision policies, review workflows and related systems to keep pace and stay ahead of the curve.
Speakers: Marianna Shafir and Gregory Breeze

Track 3 – Collaboration Platforms-focused roundtable breakout session

Collaboration platforms like Microsoft Teams, Slack, Symphony and others now play a strategic and dynamic role to drive responsiveness and productivity in the new Financial Services workplace. Join your peers and a collection of subject matter industry experts from Smarsh and our strategic partners as we discuss the emerging compliance challenges and opportunities related to the adoption of these powerful new communication tools.
Speakers: Anthony West and Robert Cruz

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3:30pm - 3:45pm

Break

3:45pm - 4:30pm

Breakout Session 2 - Choose your Track

Track 1 – Mobile-focused roundtable breakout session

Join your peers and a collection of subject matter industry experts from Smarsh and our strategic partners as we discuss the emerging compliance challenges and opportunities related to the use of today’s popular mobile-based communications in a highly interactive and dynamic roundtable setting.
Speakers: Mike Pagani and Brian Panicko

Track 2 – Supervision-focused roundtable breakout session

Join your peers and a collection of subject matter industry experts from Smarsh and our strategic partners in a highly interactive and dynamic roundtable setting as we discuss the emerging challenges and opportunities related to the ongoing need to adapt and enhance supervision policies, review workflows and related systems to keep pace and stay ahead of the curve.
Speakers: Marianna Shafir and Gregory Breeze

Track 3 – Collaboration Platforms-focused roundtable breakout session

Collaboration platforms like Microsoft Teams, Slack, Symphony and others now play a strategic and dynamic role to drive responsiveness and productivity in the new Financial Services workplace. Join your peers and a collection of subject matter industry experts from Smarsh and our strategic partners as we discuss the emerging compliance challenges and opportunities related to the adoption of these powerful new communication tools.
Speakers: Anthony West and Robert Cruz

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4:30pm - 4:45pm

Break

4:45pm - 5:30pm

What’s Next? – Smarsh Product and Innovation Road Map Session

A perennial favorite! Join the Smarsh Product Team for a detailed overview of what new product features, capabilities and offerings are being worked on in the development lab and when they are targeted to be made available. This session will feature live demonstrations of Smarsh technology in action to address real-world use-case scenarios. What a great way to wrap up the day’s proceedings and set the tone for the road ahead. 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.
Speakers: Greg Vesper and Adam Howard-Miller

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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!