Smarsh Advance

Insights and innovations to help you navigate the evolving compliance and technological landscape

Join Us at Smarsh Advance:
Navigating Tomorrow's Compliance Landscape

In an era where rapid technological advancement is the norm, staying ahead of evolving regulations and harnessing the power of modern communication tools can mean the difference between being an industry leader and falling behind. Hear from industry experts, innovators, and your peers for five great sessions dedicated to exploring the future of technology and compliance. Network with your peers, gain actionable insights, and equip your organization with the knowledge to stay ahead of the compliance curve.

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Keynote

October 22, 2024 at 10:00 a.m. PT / 1:00 p.m. ET

Kick-off with an enlightening panel discussion featuring customers who have integrated Smarsh products into their workflows. Dive into real-world compliance victories, understand the agile compliance landscape, and uncover strategies that can help you adapt to modern technology.

Speakers

ann domen bio

Ann Dohmen

Lead Business Systems Specialist, Ameritas

Keynote

mario chilin bio

Mario Chilin

Managing Director of Compliance and Risk, EP Wealth Advisors

Keynote

tracy nelson bio

Tracy Nelson

Sr. Manager of Risk Management, Cetera Financial Group

Keynote

julia ulloa bio

Julia Ulloa

Founder and Principal, JU Regulation LLC

Vital Off-Channel Communications Considerations

eric bussey bio

Eric Bussey

Associate Director of Product Development, Verizon

Why is COD Making a Comeback?

john cullinane bio

John Cullinane

Sr. Managing Director and Partner, DFP Regulatory Services LLC

How to Choose An Archive

steven trigili bio

Steven Trigili

Chief Compliance Officer, Garden State Securities Inc.

Navigating Cybersecurity and Technology Governance

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Vital Off-Channel Communications Considerations

October 23, 2024 at 10:00 a.m. PT / 1:00 p.m. ET

Learn how mitigating off-channel communication risk can transform your compliance strategy into a growth strategy.

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Why is COD Making a Comeback?

October 23, 2024 at 11:00 a.m. PT / 2:00 p.m. ET

Regulated firms face a choice: allow BYOD, or provide corporate-owned devices. Learn how to select, implement, and manage these policies.

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How to Choose An Archive

October 24, 2024 at 10:00 a.m. PT / 1:00 p.m. ET

Selecting the right archive is vital for compliance. Learn essential questions for choosing an archive that meets your employees' communication needs.

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Navigating Cybersecurity and Technology Governance

October 24, 2024 at 11:00 a.m. PT / 2:00 p.m. ET

Hear from experts on the evolving cyber landscape and effective technology governance.

Mark Your Calendar for All 5 Sessions

Register today to take the first step towards redefining your compliance and communication strategies for a rapidly changing world.