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E-mail and Instant Messaging Compliance
in the Financial Services Industry

January 21, 2005
Bayards, New York City (Map)

   

8:30      Breakfast with Exhibitors

9:00      Chairperson’s Opening Remarks: Evolution of
             E-mail and IM
               Jon Sakoda, Vice President
               IMLogic

9:15      Opening Roundtable: What are the SEC Regulations?
               Stephen Chan, Vice President
               ZipLip Inc.
               Ryan Gaylor, Product Manager
               Parlano
               Bradley Bruhahn, Principal
               Sandpiper Data

10:00    Achieving Compliance in E-mail Archiving and
             Correspondence Review
               Scott Robertson, Managing Director
               Sector, Inc.
               Stewart Noyce, Senior Manager, Product Management
               EMC Software Messaging Group

10:45    Refreshment Break with Exhibitors

11:15    Archiving and Retrieval: Overcoming Technical
             Barriers to Compliance
               Chris Grandi, Executive Vice President
               Eze Castle Integration
               Jim Cuff, VP Engineering and Operations, Digital Archives
               Iron Mountain

11:45    Case Study: Building an Effective, Compliant System
             for IM Archiving and Retrieval
               Douglas Pollock, Global Head of Business Development
               Reuters

12:15    Electronic Discovery: What are the Solutions?
               Ryan Gaylor, Product Manager
               Parlano
               Bradley Bruhahn, Principal
               Sandpiper Data

12:45    Luncheon with Exhibitors

1:30      Workshop Adjourns