SmarshCONNECT Annual Conference 2020

Future of Collaboration | Rise Above The Risk

June 11 | Convene, New York, NY

Event Agenda

JUNE 11, 2020 | NEW YORK, NY

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

  • June 11
 
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AM Programming

9:00am - 9:30am

Check-in and Breakfast

9:30am - 10:15am

Welcome & State of the Union

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 - 11:00am

Market Landscape & Drivers

Join Adam Miller-Howard, Smarsh VP of Product Strategy, and Smarsh customers for a lively discussion on how they are addressing the demands of today’s communications and compliance realities.


Moderator: Adam Miller-Howard

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11:00am - 11:15am

Break

11:15am - 12:00pm

What’s Next? – Smarsh Product Innovation Session

A perennial favorite! Join Adam Miller-Howard, Smarsh VP of Product Strategy, and two of our strategic partners for a discussion of the common challenges we see amongst our joint customers, along with demonstrations of how our technology integration is designed to address these real-world use-case scenarios.


Moderator: Adam Miller-Howard


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PM Programming

12:00pm - 12:45am

Lunch

12:45pm - 1:45pm

Keynote Speaker (To be announced)

1:45pm - 2:30pm

Customer Innovator Panel

Join Smarsh VP of Information Governance, Robert Cruz, as he leads a panel of Smarsh customers and industry experts who will explore emerging topics including AI/ML, content surveillance, and data privacy and discuss their impact on archiving investments over the next 1-3 years.


Moderator: Robert Cruz

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2:30pm - 2:45am

Break

2:45pm - 3:30pm

Breakout Sessions (Part 1) - Choose your Track

Track 1 – E-Discovery focused roundtable breakout session


Dive into the challenges created by the growth of non-email content sources, as well as best practices that are emerging as firm’s adapt their eDiscovery processes. Join your peers and a collection of subject matter experts from Smarsh and its customers for a highly interactive and dynamic roundtable.
Moderators: Robert Cruz & Jonathan Rudolph


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: Blane Warren & Anthony West

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3:30pm - 4:15pm

Breakout Sessions (Part 2) - Choose your Track

Track 1 – E-Discovery focused roundtable breakout session


Dive into the challenges created by the growth of non-email content sources, as well as best practices that are emerging as firm’s adapt their eDiscovery processes. Join your peers and a collection of subject matter experts from Smarsh and its customers for a highly interactive and dynamic roundtable.
Moderators: Robert Cruz & Jonathan Rudolph


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: Blane Warren & Anthony West

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4:15pm - 5:00pm

Gartner Session: What Lies Ahead for Communications?

5:00pm - 7:00pm

Cocktail Reception

Genius Bar

9:00am - 3:00pm

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

Learn. Experience. Connect!