Stay at Home Workforce

Best Practices for the Compliant Adoption of Collaboration Platforms

Tuesday, March 31st
@ 12:00 - 1:15 pm

Tuesday, March 31st
@ 12:00 - 1:15 pm

About the Program

Stay at Home Workforce: Best Practices for the Compliant Adoption of Collaboration Platforms is an invitation-only virtual event featuring an expert panel and open room discussion.

This event is limited to 25 risk, compliance, legal and technology leaders from major industries who will convene over three goals:

  • Learn from insightful conversations led by our moderated panel
  • Participate in interactive breakout room video discussions
  • Build meaningful new connections with a group of like-minded peers

About the Content

The global Coronavirus (COVID-19) outbreak has caused many companies to quickly adjust to the realities of a remote workforce. As businesses experience a dramatic shift in how they communicate and collaborate, and the rapid adoption of interactive, rich media tools such as Slack, Zoom, and Microsoft, the requirements of risk and compliance continue to grow in complexity. Despite the challenges of managing data security, meeting industry regulations, and maintaining comprehensive communication archives, it is essential for organizations to embrace new communication channels in order to improve efficiency, implement innovative new strategies, and support collaborative efforts across the business.  While leaders in mobile, social, and collaboration technologies face demands for new policies and best practices in this evolving digital landscape, new solutions are also emerging to connect, integrate, and archive communications across the modern enterprise.

Discussion Topics

  • How to adjust policies to outline what are acceptable and what are prohibited uses of these tools, such as Teams, WhatsApp/WeChat, Slack, and Zoom
  • How to enable compliance and risk teams to easily collect, preserve and review all communications when needed
  • What cybersecurity risks, such as the possible introduction of ransomware or spear-phishing, could be introduced?
  • Should regulated firms reconsider their policies on restricting access to features of their existing collaboration tools to ensure their staff are productive while working remotely


Robert Cruz
Managing Director, Information Governance Practice



Paul Brown
Vice President, Deputy General Counsel
Caitlin Klein
Deputy Global Chief Privacy Officer
Garrett Williams
Senior VP & Chief Compliance Officer
CNA Financial

Event Details


Tuesday, March 31st, 2020


12:00 pm – 1:15 pm

Attendee Profile

25 risk, compliance, legal and technology leaders from major industries


12:00PM     Attendees Enter Virtual Event & Welcome Remarks

12:05PM     Video Networking in Breakout Rooms

12:15PM     Panel Discussion

12:40PM     Audience Q&A

12:55PM     Breakout Networking Sessions


Attendees Enter Virtual Event & Welcome Remarks


Video Networking in Breakout Rooms


Panel Discussion


Audience Q&A


Breakout Networking Sessions



Smarsh helps financial services organizations get ahead – and stay ahead – of the risk within their electronic communications. Smarsh has established the industry standard for the efficient review and production of content from the diverse range of channels that organizations now use to communicate. With innovative capture, archiving and monitoring solutions that extend across the industry’s widest breadth of channels, customers can leverage the productivity benefits of email, social media, mobile/text messaging, instant messaging/collaboration, websites and voice while efficiently strengthening their compliance and e-discovery initiatives.

A global client base, including the top 10 banks in the United States and the largest banks in Europe, Canada and Asia, manages billions of conversations each month with the Smarsh Connected Suite. The company is headquartered in Portland, Ore. with nine offices worldwide, including locations in Silicon Valley, New York, London and Bangalore, India. For more information, visit



Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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