Smarsh Advance 2024
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
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Ann Dohmen
Lead Business Systems Specialist, Ameritas
Keynote
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Mario Chilin
Managing Director of Compliance and Risk, EP Wealth Advisors
Keynote
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Tracy Nelson
Sr. Manager of Risk Management, Cetera Financial Group
Keynote
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Julia Ulloa
Founder and Principal, JU Regulation LLC
Vital Off-Channel Communications Considerations
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Eric Bussey
Associate Director of Product Development, Verizon
Why is COD Making a Comeback?
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John Cullinane
Sr. Managing Director and Partner, DFP Regulatory Services LLC
How to Choose An Archive
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Steven Trigili
Chief Compliance Officer, Garden State Securities Inc.
Navigating Cybersecurity and Technology Governance