Archiving, Digital Risk Protection & Compliance Agenda

The best of Proofpoint Protect + Wombat Wisdom in one premier event

Agenda Option 5

Day 1

7:30AM-9:00AM

Registration & Continental Breakfast

9:00AM-10:15AM

Proofpoint Protect Welcome

Gary Steele, Chief Executive Officer and Chairman of the Board, Proofpoint

10:15AM-10:30AM

Break

10:30AM-11:00AM

Dot Con

James Veitch, British Comedian


Comedian and writer James Veitch, has become renowned for his unashamedly nerdy and hilarious stand up material. A former Apple Store Genius, Veitch’s comedy is high-tech: picking apart, parodying (and pranking) the fast-advancing and perplexing technology we live with. His live shows have explored technology, retro-gaming, and finding love through troubleshooting theory. James has sold out shows throughout the world as well as speaking engagements for Google, Marriott Hotels, Hewlett Packard, Wix, NASA and three Ted Talks - one of which has become the most viewed video of all time on their YouTube channel. He currently resides in the top 10 of the most popular talks of all time on TED.com. He has written and performed two viral hit seasons of his show ‘Scamalot' with Mashable, made two appearances on TBS’ Conan and also supported Conan on a national tour in 2018.

His best selling book, Dot Con, based upon his first live show is available now.

He will make his first appearance on The Tonight Show with Jimmy Fallon next month.

11:00AM-12:00PM

The VAP Treatment: the People-centric Journey for 3 Leading Organizations

Don Galzarano, Managing Director, Accenture

Rob McCurdy, CIO, Michigan State University

Scott Dowling, VP, Business Technology Services, LPL Financial

Ryan Kalember, EVP, Cybersecurity Strategy, Proofpoint

12:00PM-1:00PM

Networking Lunch

1:00PM-5:00PM

Breakouts

1:00PM-1:50PM

Regulation Now and Next: Current Trends in Regulation and Where to Next?

Michael McGrath, Senior Director of Compliance and Digital Risk, Proofpoint

Jeff Bandman, CEO, BlockAgent

Frances McManus, Recently retired from Global Compliance Office, Manulife


Join this session to learn more about regulatory trends and insights.

2:00PM-2:50PM

Digital Risk and Compliance Roadmap

Rick Dales, VP of Product Management, Proofpoint

Dan Nadir, VP of Product Management, Proofpoint


Hear directly from the product leadership team on upcoming innovations and how the solutions are evolving. Use this opportunity to provide feedback and inform product strategy.

2:50PM-3:15PM

Afternoon Break

3:15PM-4:05PM

Customer Voice: Finding Success Fulfilling Regulatory Requirements with Proofpoint

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint

Scott Dowling, VP of Business Technology Services, LPL

Brandon Davis, Vice President, Oaktree Capital Management


Customers share how they’ve addressed their compliance needs. Hear about their challenges, why they migrated to Proofpoint, and how their solutions support their overall mission. The Chatham House Rule applies!

4:15PM-5:00PM

Industry Insights: Real-World Trends and Best Practices

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint

Jeff Bandman, CEO, BlockAgent

Frances McManus, Recently retired from Global Compliance Office, Manulife


How are you finding success with limited resources? What’s next to evolve your program? How do you keep your program up to date? Bring your burning questions and join this lively discussion among peers. Hear what is top of mind, common challenges and best practices. At the end of the day, you will be equipped with new ideas to advance your initiatives.

5:00PM to 6:30PM

Cocktail Reception

Day 2

7:30AM-9:00AM

Registration & Continental Breakfast

9:00AM-10:30AM

Roadmap Session (Part 1)

Chris Moores, Director, Product Management, Proofpoint

Colt Blackmore, Director, Product Management, Proofpoint

David Knight, EVP and GM, Security Products, Proofpoint

Jeff Burstein, Sr. Director, Product Management, Proofpoint

Raj Chopra, Vice President, Product Management, Proofpoint

Tim Choi, VP Product Marketing, Proofpoint

10:30AM-10:45AM

Break

10:45AM-12:00PM

Roadmap Session (Part 2)

David Knight, EVP and GM, Security Products, Proofpoint

Elad Horn, VP Product Management, CASB, Proofpoint

Etay Bogner, VP Zero Trust Security, Proofpoint

Kenny Lee, Sr. Director, Product Management, Proofpoint

Rick Dales, VP of Archiving Strategy, Proofpoint

Rick Miles, Director, Product Management, Proofpoint

9:00AM-5:00PM

Breakouts

10:00AM-11:00AM

Using Analytics for eDiscovery and Investigations

Michael McGrath, Senior Director of Compliance and Digital Risk, Proofpoint

Dennis Sullivan, VP, Sr. Compliance Officer, PIMCO


Learn how data visualization and Technology Assisted Review (TAR) can save you human effort in the real world. Quickly find relevant items or “smoking guns” in data stored in your Proofpoint archive as part of an investigation or litigation.

11:00AM-11:15AM

Break

11:15AM-12:00PM

Be Audit Ready: A Modular Approach to Capture, Analyze and Reconcile All Electronic Communications

Michael McGrath, Senior Director of Compliance and Digital Risk, Proofpoint

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint


Feeling stretched as your business demands the use of communication beyond email? Learn how you can easily support the business, scale your IT efforts, and achieve a much higher level of audit readiness.

12:00PM-1:00PM

Networking Lunch

1:00PM-1:50PM

Financial Services: Best Practices to Monitor for Risk in Electronic Communications

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint

Thalli Badrinath, Senior Director Professional Services, Proofpoint

Brandon Davis, Vice President, Oaktree Capital Management


Learn how to scale your supervision efforts with best practices to build and maintain detection scenarios in Proofpoint Intelligent Supervision.

2:00PM-2:50PM

Compliance and Social Selling: Best Practices and Pitfalls

Alexa Grunfeld, Senior Social Selling Account Manager, Proofpoint

Matthew Bryan, 2nd VP of Marketing Individual Markets, Guardian Life

Lori Zaksewski, Executive Director, Head of Advisor Marketing Platforms, UBS


Social media can enable new revenue opportunities for your sellers. Come hear best practices and lessons learned from your peers when it comes to building a successful, compliant social selling program.

Day 1

Session

7:30AM-9:00AM

Registration & Continental Breakfast

9:00AM-10:15AM

Proofpoint Protect Welcome

Gary Steele, Chief Executive Officer and Chairman of the Board, Proofpoint

10:15AM-10:30AM

Break

10:30AM-11:00AM

Dot Con

James Veitch, British Comedian


Comedian and writer James Veitch, has become renowned for his unashamedly nerdy and hilarious stand up material. A former Apple Store Genius, Veitch’s comedy is high-tech: picking apart, parodying (and pranking) the fast-advancing and perplexing technology we live with. His live shows have explored technology, retro-gaming, and finding love through troubleshooting theory. James has sold out shows throughout the world as well as speaking engagements for Google, Marriott Hotels, Hewlett Packard, Wix, NASA and three Ted Talks - one of which has become the most viewed video of all time on their YouTube channel. He currently resides in the top 10 of the most popular talks of all time on TED.com. He has written and performed two viral hit seasons of his show ‘Scamalot' with Mashable, made two appearances on TBS’ Conan and also supported Conan on a national tour in 2018.

His best selling book, Dot Con, based upon his first live show is available now.

He will make his first appearance on The Tonight Show with Jimmy Fallon next month.

11:00AM-12:00PM

The VAP Treatment: the People-centric Journey for 3 Leading Organizations

Don Galzarano, Managing Director, Accenture

Rob McCurdy, CIO, Michigan State University

Scott Dowling, VP, Business Technology Services, LPL Financial

Ryan Kalember, EVP, Cybersecurity Strategy, Proofpoint

12:00PM-1:00PM

Networking Lunch

1:00PM-5:00PM

Breakouts

1:00PM-1:50PM

Regulation Now and Next: Current Trends in Regulation and Where to Next?

Michael McGrath, Senior Director of Compliance and Digital Risk, Proofpoint

Jeff Bandman, CEO, BlockAgent

Frances McManus, Recently retired from Global Compliance Office, Manulife


Join this session to learn more about regulatory trends and insights.

2:00PM-2:50PM

Digital Risk and Compliance Roadmap

Rick Dales, VP of Product Management, Proofpoint

Dan Nadir, VP of Product Management, Proofpoint


Hear directly from the product leadership team on upcoming innovations and how the solutions are evolving. Use this opportunity to provide feedback and inform product strategy.

2:50PM-3:15PM

Afternoon Break

3:15PM-4:05PM

Customer Voice: Finding Success Fulfilling Regulatory Requirements with Proofpoint

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint

Scott Dowling, VP of Business Technology Services, LPL

Brandon Davis, Vice President, Oaktree Capital Management


Customers share how they’ve addressed their compliance needs. Hear about their challenges, why they migrated to Proofpoint, and how their solutions support their overall mission. The Chatham House Rule applies!

4:15PM-5:00PM

Industry Insights: Real-World Trends and Best Practices

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint

Jeff Bandman, CEO, BlockAgent

Frances McManus, Recently retired from Global Compliance Office, Manulife


How are you finding success with limited resources? What’s next to evolve your program? How do you keep your program up to date? Bring your burning questions and join this lively discussion among peers. Hear what is top of mind, common challenges and best practices. At the end of the day, you will be equipped with new ideas to advance your initiatives.

5:00PM-6:30PM

Cocktail Reception

Day 2

Session

7:30AM-9:00AM

Registration & Continental Breakfast

9:00AM-10:30AM

Roadmap Session (Part 1)

Chris Moores, Director, Product Management, Proofpoint

Colt Blackmore, Director, Product Management, Proofpoint

David Knight, EVP and GM, Security Products, Proofpoint

Jeff Burstein, Sr. Director, Product Management, Proofpoint

Raj Chopra, Vice President, Product Management, Proofpoint

Tim Choi, VP Product Marketing, Proofpoint

10:30AM-10:45AM

Break

10:45AM-12:00PM

Roadmap Session (Part 2)

David Knight, EVP and GM, Security Products, Proofpoint

Elad Horn, VP Product Management, CASB, Proofpoint

Etay Bogner, VP Zero Trust Security, Proofpoint

Kenny Lee, Sr. Director, Product Management, Proofpoint

Rick Dales, VP of Archiving Strategy, Proofpoint

Rick Miles, Director, Product Management, Proofpoint

9:00AM-5:00PM

Breakouts

10:00AM-11:00AM

Using Analytics for eDiscovery and Investigations

Michael McGrath, Senior Director of Compliance and Digital Risk, Proofpoint

Dennis Sullivan, VP, Sr. Compliance Officer, PIMCO


Learn how data visualization and Technology Assisted Review (TAR) can save you human effort in the real world. Quickly find relevant items or “smoking guns” in data stored in your Proofpoint archive as part of an investigation or litigation.

11:00AM-11:15AM

Break

11:15AM-12:00PM

Be Audit Ready: A Modular Approach to Capture, Analyze and Reconcile All Electronic Communications

Michael McGrath, Senior Director of Compliance and Digital Risk, Proofpoint

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint


Feeling stretched as your business demands the use of communication beyond email? Learn how you can easily support the business, scale your IT efforts, and achieve a much higher level of audit readiness.

12:00PM-1:00PM

Networking Lunch

1:00PM-1:50PM

Financial Services: Best Practices to Monitor for Risk in Electronic Communications

John Pepe, JD, Regulatory Technology and Counsel, Proofpoint

Thalli Badrinath, Senior Director Professional Services, Proofpoint

Brandon Davis, Vice President, Oaktree Capital Management


Learn how to scale your supervision efforts with best practices to build and maintain detection scenarios in Proofpoint Intelligent Supervision.

2:00PM-2:50PM

Compliance and Social Selling: Best Practices and Pitfalls

Alexa Grunfeld, Senior Social Selling Account Manager, Proofpoint

Matthew Bryan, 2nd VP of Marketing Individual Markets, Guardian Life

Lori Zaksewski, Executive Director, Head of Advisor Marketing Platforms, UBS


Learn how to scale your supervision efforts with best practices to build and maintain detection scenarios in Proofpoint Intelligent Supervision.

PROTECT 2019