The Financial Services Risk & Compliance Landscape 2020

The Impact of Mobile & Collaboration Technology

Thursday, May 7th | 12 – 2PM | @ Leña in Toronto

Thursday, May 7th
12 – 2PM
@ Leña in Toronto

About the Program

Building a business case for digital transformation is a private, interactive lunch event limited to 25 senior enterprise finance & procurement leaders in the Toronto area. This event features open room networking, followed by a 45-minute panel discussion over a three-course lunch. We will convene over the following three goals:

  • Idea sharing—learn from the experience of other finance & procurement experts
  • Expand your network
  • Enjoy a fine lunch

About the Content

The pressure to lower costs and improve efficiency while maximizing customer services has never been higher. Finance & procurement leaders must demonstrate that digitization can produce measurable enterprise value to justify increased investment in new technologies. Big data analytics and cloud computing provides a serious opportunity for the best organizations to have an edge over the competition.

Discussion Topics

  • Define the parameters of your digital transformation project
  • Communicate with stakeholders and get buy-in
  • Build your project plan
  • Strategically engage IT and your cloud computing infrastructure
  • Automate low value, repetitive work to free up time to focus on becoming more effective business partners

Moderator

Name
Title
Smarsh

Panelists

Panelists

Name
Title
Company

Event Details

Date

Thursday, May 7th, 2020

Time

12:00 pm – 2:00 pm

Location

Leña Restaurante

176 Yonge Street

Toronto, ON, M5C 2L7

Attendee Profile

25 risk, compliance, legal and technology leaders from major financial services and insurance companies

Agenda

12:00 PM – 12:30 PM

12:30 PM – 12:40 PM

12:40 PM – 1:45 PM

1:45 PM – 2:00 PM

12:00 PM – 12:30 PM

Reception, Meet & Greet


12:30 PM – 12:40 PM

Welcome Remarks and Lunch Begins


12:40 PM – 1:45 PM

Panel Discussion and Q&A with

Attendees


1:45 PM – 2:00 PM

Interactive Roundtable Discussion

Reception, Meet & Greet

Welcome Remarks and Lunch Begins

Panel Discussion and Q&A with Attendees

Interactive Roundtable Discussion

Sponsor

smarshlogo

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 www.smarsh.com.

Organizer

BDILogoFinal

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.