Join us and our partners at these events and webinars.
Mar 13, 2015 8:00 am to Mar 17, 2015 6:00 pm
Come hear our very own Joanna Belbey, Social Media and Compliance Specialist speak at 2015 SXSW Interactive Session Spotlight: Liar, Liar, Pants on Fire – Fallacy of Social at Work.
Mar 15, 2015 3:00 pm to Mar 18, 2015 12:30 pm
SIFMA 2015 Compliance & Legal Society Annual Seminar
Come visit Actiance at Booth #309
Archiving with Microsoft Office 365: When is good enough simply not “good enough?”
Is your organization considering moving email to the cloud? Research shows that corporations are moving from on premise email solutions such as Microsoft Exchange and IBM Domino to Microsoft Office 365 in record numbers. While the way you deliver email to your users may change dramatically, your responsibility to manage email will not: you will still need to deal with never-ending litigation, routine discoveries, and pervasive regulations. Will Office 365’s email archiving capabilities meet your needs or will you need a better archiving solution? A third party archiving solution can be a compelling alternative to address your email governance needs and to reduce your exposure to risk. Join our guest, Michael Osterman from Osterman Research, as he explores: Why you need email archiving What MS Office 365 does and does well Where MS Office 365 archiving falls short How third party archives compliment a MS Office 365 Implementation Hope you can join us!
Webcast: Actiance, Shoutlet Present- How Legal and Compliance Truly Embrace Social Marketing
Success for today’s social marketer requires having the right technology in place to engage with target audiences, exactly when you want to. But sometimes, legal and compliance stand in the way of free-flowing content, especially on social networks. They’re worried that the content posted on these social networks may violate a regulatory rule or come back to haunt them in litigation.
Webcast: Actiance, Spredfast Present- Can Legal and Compliance Truly Embrace Social Marketing?
From financial services to healthcare to the automotive industry, brands and companies must contend with strict regulations and other challenges as they create and execute their social media marketing programs. This Spredfast and Actiance joint webcast will focus on best practices for engaging your customer in a regulated world and feature examples from both teams across multiple industries, showing how brands are innovating in the space and managing to engage with customers while adhering to the regulations around them. Watch this webcast and you’ll learn: The challenges to widespread adoption of social marketing programs in regulated industries How to eliminate adoption roadblocks What controls need to be in place for brands to succeed Case studies that feature campaigns that are successful and compliant How to measure the success of social marketing programs in regulated industries
Webcast: Attracting the Next Generation of Clients. Are You Ready for the Next Shift?
According to a recent study, by 2015, the annual spending power of the next generation is expected to be $2.45 trillion and by 2018, they will eclipse boomers in spending power at $3.39 trillion. Is your practice ready to take advantage of this? Are you where your customers are? What about the next generation of your clients? It’s no surprise that as people get older, their wealth is inherited by younger generations. Today, the Boomer generation holds much of the wealth – but it’s started to shift to their children, and will shift eventually to their children. Boomer clients are passing their wealth on to a generation that lives online, and on social media. Are you ready for this shift? Financial Advisors and Producers need to be prepared for this shift, and for the differences in how these generations find trusted advisors to help them manage that wealth. Building relationships now will pay dividends in the future. Join Actiance’s Joanna Belbey, Social Media and Compliance Specialist and Phil Gerbyshak, Social Strategist, discuss: The End of The Cold Call How To Get In Front Of Your Clients – and The Next Generation of Clients Getting Started on LinkedIn Connection Strategies to help you be seen as the trusted advisor This educational webinar is designed for financial advisors, producers, agents and sales people, - plus the marketing departments that support them. Submit the form to watch the webcast Now!
Webcast: Creating Effective Social Media Content in Regulated Industries
A key component of being successful on social media is offering content that is compelling and engaging to your followers but which also accurately reflects the personality and culture of your brand. Exactly how do you do that within a regulated industry? A recent poll of social media professionals from regulated industries found that leading their list of concerns was the “lack of bandwidth to develop content”. This topped the list alongside “mitigating risks that concern legal and compliance”. If this is something that resonates with you, please watch the webcast, Creating Effective Social Media Content in Regulated Industries and you'll learn about: The challenges facing social media use within regulated industries today The Dos and Don’ts of successful content creation 9 building blocks for creating compelling content So, register to watch the webcast.
Webcast: Actiance, EMC Present- Stealth eDiscovery Tips for Lync Governance Ninjas
Actiance and EMC partner to help organizations deploy Lync with confidence, especially when dealing with eDiscovery. Right when organizations have finally mastered the art of meeting preservation obligations around email, communications have moved to next generation platforms like Lync. The landscape is even more complex, with real-time interactions on instant messaging, persistent chats, voice and video conferencing. Nevertheless, under the Federal Rules of Civil Procedure (FRCP) and in the eyes of the courts, preservation obligations extend to these new forms of electronically-stored information (ESI). In this webcast we’ll cover: The growing adoption of Lync at organizations FRCP requirements and case law impacting your preservation obligations on Lync Basic native Lync eDiscovery capabilities and gap analysis Advanced technology to sharpen eDiscovery capabilities and meet obligations on Lync Speakers:
James Shook, Esq., Director, EMC Corp., E-Discovery & Compliance Legal Practice Prior to overseeing EMC’s practice, Jim was a litigator and general counsel to two emerging technology companies. Jim is a lawyer-technologist and active member of The Sedona Conference Working Groups on Electronic Document Retention and Production, and on International Issues, as well as a former editor of the EDRM. He publishes and speaks frequently about technology's impact on legal issues. Kris Vann Esq., Lawyer in Residence at Actiance, Inc. Kris Vann is a former litigator with over 20 years of experience in compliance and legal technology. She is a member of the American Bar Association and a frequent speaker on the topic of risk mitigation in the use of 3.0 communication platforms. Sign up to watch the webcast!
Webcast: Actiance, Nuix Present: Cloud Archiving: To Move or Not to Move. That is the Question
Everywhere you turn, everyone seems to be moving their IT infrastructure and applications to the cloud. One of the most critical apps moving to the cloud is email archives. “Should I move my archive to the cloud or not?” is a question many IT admins are grappling with. “What are the issues I need to be thinking about to make my decision?” “Does it make financial sense to make the move?” “If I don’t do it, what are the consequences?” In this webcast, you’ll learn: The key considerations for deciding whether to move your archive to the cloud; Advantages of cloud archives over on-premise archives; Challenges of moving archives to the cloud; Best practice tips on ensuring a smooth transition to the cloud. We’ll be joined by guest speaker, Michael Lappin, Director of Archiving Technology at Nuix, who will share his insights on how you can seamlessly migrate your archive to the cloud. Speakers:
Michael Lappin, Director, Archiving Technology, Nuix Michael brings years of archive sales engineering experience to the Nuix Intelligent Migration Team and has worked on some of the industry’s largest and most complex archive migrations. Michael is a member of the EDRM Consortium, the Sedona Conference, ILTA, and ARMA. Norv Leong, Director, Product Marketing, Actiance Norv brings a unique blend of technology, marketing, and legal experience to Actiance and is a frequent speaker on technologies impacting legal, compliance, security, and IT teams. Norv is a member of the California Bar. Kris Vann Esq., Information Governance Counsel at Actiance, Inc. Kris Vann is a former litigator with over 20 years of experience in compliance and legal technology. She is a member of the American Bar Association and a frequent speaker on the topic of risk mitigation in the use of 3.0 communication platforms. Register to watch the webcast now!
Webcast: Native Office 365 and Exchange Archiving: A House of Cards
I’ll cut right to the chase: if your organization relies on the native capabilities of Microsoft Exchange, either on-premise or through Office 365, for long-term archiving, you may be exposing your company to unnecessary risk. Why? Well, native Exchange archiving is a real-life house of cards. Looks impressive, but a closer inspection reveals some cracks in the foundation. Email remains the single most important business communication today, even with the rise and proliferation of social networks. In this day and age of never-ending litigation and scrutiny of corporate behavior, third-party archives can be a compelling alternative to address your email governance needs and to reduce your risk exposure around newer communications channels. Watch our free webcast, “Native Office 365 and Exchange Archiving: A House of Cards,” and you’ll learn: Why you should be archiving your email with third-party tools The limitations of native Exchange archiving Tips to reduce your risk and stay out of trouble So, register to watch the webcast.
Webcast: FFIEC Retail Banking Social Media Compliance
The Federal Financial Institutions Examination Council (FFIEC) has released final guidelines for the use of social media by its members. The FFIEC guidelines target banks, savings associations, credit unions, and non-bank entities supervised by the Consumer Financial Protection Bureau. These latest set of social media guidelines joins those already issued by FINRA, SEC, and IIROC. For firms that wish to engage with their customers on social media, compliance has never been more key to success. Please join Joanna Belbey for the webcast on FFIEC Retail Banking Social Media Compliance, where she'll share: Analysis and implications of the guidelines The impact of the guidelines on social media initiatives Best practice recommendations for staying compliant REGISTER NOW TO WATCH THE WEBCAST! Speaker:
Joanna Belbey, Social Media and Compliance Specialist at Actiance, Inc. Joanna Belbey helps regulated firms use social media effectively while complying with rules and regulations. She is a contributor to Forbes.com and is an enthusiastic user of social media (@belbey). Joanna has led the development and delivery of more than 350 educational programs per year for FINRA (Financial Industry Regulatory Authority).
Webcast: Using Social Media in the Age of ACA and HIPAA Regulations
Sweeping regulatory change is challenging the healthcare industry following the enactment of the Affordable Care Act. The Act, which was passed into law in 2010, brings potentially more consumers or patients to the healthcare industry. Consumers are able to choose the healthcare plans that they want, which hospithals and doctors they want to see and even course of treatment. This means that healthcare providers have to be competitive, and improve patient care and patient satisfaction while keeping a lid on operating costs. That is part of the reason why social media is important to the industry. It could enhance communication and collaboration within and outside of the organization and bring patients and healthcare providers together in a cost efficient way. It’s a tight rope act. One misstep could lead to substantial fines or negative publicity that could hurt their brand reputations and ultimately their bottom lines. Join Joanna Belbey, Social Media Expert, Actiance to hear how healthcare organizations are balancing the increasing interest from the public to communicate on social media, with regulatory requirements and defending against potential litigation. In this webcast, you’ll learn how: Your healthcare peers are using social media, while mitigating the regulatory and reputational risks The enactment of the Affordable Care Act (ACA) is creating more demand from the public for information as consumers turn to the Internet to research their health care options The alphabet soup of regulations such as ACA, HIPAA, HITECH, AFA, and ERISA challenge firms to meet an increasing demand for transparency while protecting patient information and maintaining records. So, register and watch the webcast now!
Webcast: How to Keep FERC and the Courts at Bay
Toxic spills. Pipeline explosions. Fracking. These are just some of the events that regularly pop up in the energy industry that keep regulators, attorneys, and compliance folks up at night. Environmental litigation never goes away, and FERC hasn’t been shy about doling out meaty fines. Even at the state level, we’ve seen watchdogs like the California Public Utilities Commission bring the hammer down on utilities companies. What’s making it even tougher for Legal and Compliance to manage their risk exposure is the proliferation of communication tools in use today. Get up to speed on how these new forms of communications are forcing compliance officers and litigation support staff to take a hard look at their monitoring, supervision, and recordkeeping policies and technologies. Watch this webcast, “How to Keep FERC and the Courts at Bay,” and you’ll learn about: The latest communications trends in the energy industry Impact of Dodd-Frank on trading firms Steps you can take today to mitigate the risk of non-compliance So, register to watch the webcast!
Webcast: Online and in Real-Time - The FCA Handbook for Electronic Communications
Real-time communications such as instant messaging to unified communication platforms, enterprise social networks and social media are becoming the norm for financial services organisations, where speed, efficiency and profitability are intrinsically linked. However, unlike organisations in other industries, financial services firms have to comply with the strict regulatory requirements as set out in the Financial Conduct Authority (FCA) Handbook Please join Joanna Belbey, Financial Services Compliance Specialist, for a free 30 minute webcast which will cover: An evaluation of the current regulatory landscape; Key requirements from COBS, SYSC, MiFID and the Dodd-Frank Act that impact on the use of electronic communications; 3 Key takeaways that you can action today to ensure compliance Speaker: Joanna Belbey, Social Media and Compliance Specialist at Actiance, Inc. Joanna Belbey helps regulated firms use social media effectively while complying with rules and regulations. She is a contributor to Forbes.com and is an enthusiastic user of social media (@belbey). Joanna has led the development and delivery of more than 350 educational programs per year for FINRA (Financial Industry Regulatory Authority). Register to access the webcast now!
Webcast: Actiance and Lithium Present- Legal Lessons Every Financial Services Marketer Needs to Know
Time and again, the stats show that engaging directly with individuals on social platforms like Lithium drives sales, lowers service costs, boosts brand advocacy, and increases customer loyalty. Dynamic real-time connection with your community is essential to ROI. But with these newer, more complex forms of communication, legal and regulatory requirements come into play. This is especially true in the financial services sector where regulatory agency oversight and enforcement is strict. Lithium and Actiance have partnered together to provide customers with increased compliance confidence in the deployment of social customer experience platforms. Watch this informative webcast to equip yourself with the tools that you need to have a productive conversation with legal and compliance. Doing so ensures smooth deployment and adoption of Lithium in your organization through some early due diligence. In this webcast, we’ll cover: Financial services marketing engagement on social customer experience platforms; Regulatory requirements (e.g., FINRA) for supervision and recordkeeping of social content; Regulatory requirements (e.g., Gramm-Leach-Bliley Act) to protect personal information; Potential types of inappropriate communications to watch out for; Legal requirements to preserve social content for eDiscovery; and People, process and technology approaches to confidently and securely engage with the community. Speakers:
Diana Helander, Senior Director, Product Marketing at Lithium Technologies Diana Helander has worked in the technology industry for 20 years. Prior to Lithium, she has held marketing positions at Adobe, Autodesk, and various technology startups. She’s also chaired ISO standards development committees and has held several board positions at not-for-profit organizations. Joanna Belbey, Social Media and Compliance Specialist at Actiance, Inc. Joanna Belbey helps regulated firms use social media effectively while complying with rules and regulations. She is a contributor to Forbes.com and is an enthusiastic user of social media (@belbey). Joanna has led the development and delivery of more than 350 educational programs per year for FINRA (Financial Industry Regulatory Authority). Kris Vann, Information Governance Counsel at Actiance, Inc. Kris Vann is a former litigator and strategy consultant with 20 years of experience in communications, compliance, eDiscovery, and legal technology. She is a member of the American Bar Association and a frequent speaker on the topic of risk mitigation in the use of 3.0 communication platforms. Sign up and watch the webcast!
Webcast: Actiance, Exterro and Alvarez & Marsal Present- Social Media's Increasingly Important Role in eDiscovery & Regulatory Compliance
Communications in the workplace aren’t just about email anymore. Organizations now have to contend with a plethora of options, ranging from instant messaging to social media to enterprise collaboration tools. However, many of these new and emerging channels present unique challenges that differ from email. Communications these days entail dynamic, real-time interactions, as opposed to the static nature of email. Nevertheless, in the eyes of the courts and regulatory bodies, it’s the content that’s determinative, not the channel. In this webcast, you will learn: How social media is now showing up in regulatory investigations, e-discovery and case law Challenges around collection and preservation of social media Best practices to ensure data integrity and chain of custody for social media evidence
Edwin Lee, Esq., Managing Director, Alvarez & Marsal, Global Forensic & Dispute Services As Managing Director, Ed Lee helps legal counsel and companies control the costs and mitigate the risks of eDiscovery. Prior to joining A&M, he worked with Deloitte Financial Advisory Services managing their analytic and forensic technologies practice. He is a member of the State Bar of Texas and participates in The Sedona Conference Working Group 1 on Electronic Document Retention and Production. James Fitzgerald, MBA, Director of Strategic Alliances, Exterro Jim Fitzgerald brings more than 20 years of experience in strategic management for industry-leading complex software solution providers. Previously, he was Director of Product Management and Strategy for IBM. He regularly publishes on the topic of legal technology and eDiscovery process management. Kris Vann, Esq., Information Governance Counsel Kris Vann is a former litigator with over 20 years of experience in compliance and legal technology. She is a member of the American Bar Association and a frequent speaker on the topic of risk mitigation in the use of 3.0 communication platforms. Register to watch the webcast!
Webinar: Forrester Wave- Social Risk and Compliance
Leading the Social Charge with Actiance Socialite
Forrester Research agrees, saying that forbidding employees to use social networks due to potential risk just isn’t a viable strategy. Billions of people spend hours on these networks every day, including 72% of the entire US population which visits Facebook at least once a month. Engaging this audience is an opportunity to raise brand awareness, share product information, find and retain new customers, and provide better customer service. However, as more people start using more social networks, it’s critical to manage their social media in a way that reduces exposure to risk. Watch this webcast to learn more about why Actiance Socialite was recognized by Forrester Research as a leader in the growing social risk and compliance (SRC) solutions market. We’ll review the very interesting findings of the new Wave report. And, as one of the most mature products in the market, we’ll talk about why Socialite was so highly rated in the report: Socialite was rated in the top 4 among all vendor offerings. Actiance received “high marks for having one of the most comprehensive and integrated solutions. Actiance was rated highest among other vendors for its strategy and market presence. Actiance was the only vendor to score 5/5 for its archiving capabilities and 5/5 for customer references. REGISTER TO WATCH THE WEBCAST!
Webcast: Actiance and Rightpoint Present- Keep the Lawyers off Your Back!
SharePoint 2013 boasts some useful functionality on the compliance and eDiscovery front, including project-based compliance for records retention, preservation in-place, and case management collaboration sites in the eDiscovery Center. But for some organizations, this may not be enough. Failure to employ a more active compliance and eDiscovery program to manage SharePoint communications may cost you a chummy visit from the folks over in legal and compliance. Join Top SharePoint Influencer, Jeff Willinger, and Actiance Information Governance Counsel, Kris Vann, to learn about: Where SharePoint 2013 capabilities end The top 5 potential gaps in your compliance regime Possible technology solutions to close the gaps Knowing if your situation warrants a more advanced compliance and eDiscovery plan to enhance SharePoint deployment can help you stay out of the legal shark tank. Speakers:
Jeff Willinger, Director of Social Computing, Collaboration & Intranets, Jeff Willinger was named one of the top SharePoint influencers to watch, and is recognized as one of the top social media personalities in the country. He specializes in advising clients on social computing strategies, collaborative intranets and portals, mobile reach vs. reach and increasing employee engagement. Kris Vann, Esq., Information Governance Counsel Kris Vann is responsible for the Vantage active compliance platform for enterprise communication and collaboration. Kris is a former litigator with over20 years of experience in developing innovative technologies for communications, compliance and the law. As a member of the American Bar Association, she is a frequent speaker on the topic of risk mitigation in the use of 3.0 communication platforms. Register to watch the webcast!
Webcast: Actiance and EMC Present- BYOD & the New Communications Landscape
Now more than ever, it’s critical for legal teams to become technologically astute. Millennials are taking over the workplace and now demand flexible communication platforms to feed their collaboration needs … anytime and anywhere. They have no qualms about downloading access to cloud-based apps for use at the office with the breezy swipe of the finger. But this trend has a flipside. Organizations are starting to look under the covers and find out the truth about their shadow IT. "Once you get over the shock of the gap, you look at the risk profiles of those services, and that's just downright terrifying," says a leading CIO who recently found over 1,600 cloud communication platforms at play in his organization. This was well above the 50 or so he originally anticipated. Without knowledge about the technology used across enterprises today, a lawyer can’t effectively navigate the legal and regulatory minefields and avert a potential data disaster. It’s incumbent on the legal profession to take the blinders off and get an accurate sense of the risk that enterprises deal with on a daily basis. This webcast will address: The impact of BYOD and the availability of cloud-based applications New communications beyond email in use at organizations today The new risks stemming from supervisory, recordkeeping and security requirements Emerging technologies and best practices used to manage these risks Speakers:
James Shook, Esq., Director, EMC Corp., E-Discovery & Compliance Legal Practice Prior to overseeing EMC’s practice, Jim was a litigator and general counsel to two emerging technology companies. Jim is a lawyer-technologist and active member of The Sedona Conference Working Groups on Electronic Document Retention and Production, and on International Issues, as well as a former editor of the EDRM. He publishes and speaks frequently about technology's impact on legal issues. Kris Vann, Esq., Information Governance Counsel Kris Vann is a former litigator with over 20 years of experience in compliance and legal technology. She is a member of the American Bar Association and a frequent speaker on the topic of risk mitigation in the use of 3.0 communication platforms. Register to watch the webcast!
Webcast: EDRM Failure Points Series: Part-3: Get the Full Picture
The movement to the cloud and the sheer number of communications options in the workplace have exposed failure points in the EDRM. One such example is review, which by far is the costliest aspect of the eDiscovery process. The volume of data, the variety of content sources, and escalating legal fees are converging to drive the costs of review up even further. In this webcast, you’ll learn:
How to lessen the pain of reviewing large volumes of dynamic content, such as social media The case law pertinent to the review of emerging content sources Best practice tips to streamline the review process Speakers:
Phil Favro, Senior Discovery Counsel, Recommind
Philip Favro brings over fourteen years of expertise to his position as Senior Discovery Counsel for Recommind, Inc. Phil is an industry thought leader, a global enterprise consultant, and a legal scholar on issues such as eDiscovery and information governance. Phil’s expertise has been enhanced by his practice experience as a business litigation attorney in which he advised a variety of clients regarding complex discovery issues. Phil is a member of the Utah and California bars. He is an active member of the American Bar Association and also contributes to Working Groups 1 and 6 of The Sedona Conference. Norv Leong, Esq., Information Governance Counsel, Actiance
Norv is a member of the California State Bar with decades of experience in the high-tech world. Norv brings a unique hybrid legal/technology background to the Actiance team. He is a frequent speaker on the topic of cutting-edge technologies effectively used by organizations to prevent litigation and regulatory action.
Register to watch the Webcast!
Webcast: EDRM Failure Points Series: Part-2: Lock it Down
The movement to the cloud and the sheer number of communications options in the workplace have exposed failure points in the EDRM. One such example is applying legal holds on communication channels beyond email. Businesses are now using more complex channels such as instant messaging, social media, enterprise social, and other real-time tools to get work done. In this webcast, you’ll learn: How to overcome the legal hold challenges for non-email communications Best practice tips to mitigate the risk of spoliation How to expedite response times to eDiscovery requests Speakers:
Brad Harris, VP of Legal Products, Zapproved
Brad has more than 30 years of experience in the high technology and enterprise software sectors, including assisting Fortune 1000 companies enhance their e-discovery preparedness through technology and process improvement. Brad is a frequent author and speaker on e-discovery and preservation issues, including articles in National Law Journal, Corporate Counsel, and KMWorld and presentations at leading industry events such as Legal Tech New York. Prior to joining Zapproved, he led electronic discovery readiness consulting efforts and product management for Fios, Inc., from 2004 to 2009. He has held senior management positions at prominent public and privately held companies, including Hewlett-Packard, Tektronix and Merant. Norv Leong, Esq., Information Governance Counsel, Actiance
Norv is a member of the California State Bar with decades of experience in the high-tech world. Norv brings a unique hybrid legal/technology background to the Actiance team. He is a frequent speaker on the topic of cutting-edge technologies effectively used by organizations to prevent litigation and regulatory action. Register to watch the webcast!
Webcast: EDRM Failure Points Series: Part-1: Keep it Safe
The movement to the cloud and the sheer number of communications options in the workplace have exposed failure points in the EDRM. One such example is the challenge of building a consolidated repository to manage data not just from email, but also instant messages, chats, social media, and other real-time communications. Critical to a sound information governance strategy is the secure migration of legacy on-premises email archives to a single cloud repository that can also store data from these newer content sources with their original context. As organizations move their data to the cloud, chain of custody issues inevitably come into play, with authentication and data integrity assuming more prominent roles when determining admissibility of evidence. In this webcast, you’ll learn: How eDiscovery is impacted by the proliferation of new workplace communications Why it makes sense to build a consolidated cloud repository for eDiscovery The challenges when moving your archive to the cloud, including potential lost data Best practice tips to mitigate the risk of spoliation Speakers:
Michael Lappin, Director of Archive Technology, Nuix
Michael brings years of archive sales engineering experience to the Nuix Intelligent Migration Team and has worked on some of the industry’s largest and most complex archive migrations.
Michael is a member of the EDRM Consortium, the Sedona Conference, ILTA, and ARMA. Kris Vann, Esq., Information Governance Counsel, Actiance
Former litigator with over 20 years of experience in developing innovative technologies for communications, compliance and the law. Member of the American Bar Association and a frequent speaker on the topic of risk mitigation in the use of 3.0 communication platforms. Register to watch the webcast!
Webcast: Top 5 Tips to Keep FERC off Your Back
FERC has been known to dole out some heavy fines. Constellation Energy and Barclays immediately come to mind. The glut of communications channels these days presents unique compliance challenges for energy and utilities firms. FERC recordkeeping provisions apply just as much as to emerging forms of communications, like social media, just as they do to email and instant messaging. Get up to speed on how these new forms of communications are forcing compliance officers and litigation support staff to take a hard look at their monitoring, supervision, and recordkeeping policies and technologies. Watch the webcast on “Top 5 Tips to Keep FERC off Your Back,” where you’ll learn about: Latest communications trends in the energy industry Impact of Dodd-Frank on trading firms Steps you can take today to mitigate the risk of non-compliance Register to watch the webcast!
Webcast: Actiance and LinkedIn Presents: 3 Ways Social Selling Drives Revenue in Highly Regulated Industries
According to new IDC Research, 84% of C-level/VP executives use social media to make purchasing decisions While the challenge of governance and compliance within highly regulated industries adds complexity to selling and marketing via social networks, leading companies have developed successful strategies to achieve staggering ROI. Find out how on this webcast with LinkedIn and Actiance. Speakers: Joanna Belbey, SME Social Media Regulation & Compliance, Actiance Dan Swift, Director of Sales Solutions, LinkedIn Learn how LinkedIn and Actiance help you: More efficiently find new prospects and customers within LinkedIn’s 300 million members and other social networks Build trust to connect with your prospects and customers for business development Easily govern prospecting activities – sales and marketing alike -- to meet compliance requirements REGISTER TO WATCH THE WEBCAST!
Webcast: Don’t Dump the Life Preservers: Properly Capture and Archive Relevant 3.0 Data
A growing trend is for courts to require parties to produce IMs and other collaborative communications responsive to eDiscovery requests. (Saliga v. Chemtura Corp. and UPMC v. City of Pittsburgh). Courts have even sanctioned companies for failing to preserve relevant data in these newer forms. (Southeastern Mechanical Services v Brody and Convolve v. Compaq). Unfortunately, almost half the respondents polled in a 2013 Forrester Research and ARMA International Online Survey stated that they don’t have plans to capture the newer forms of data such as IMs or social/collaboration content in their organization. This session will provide a review of: Rules and case law governing eDiscovery of new 3.0 communication forms; New 3.0 communication sources that are implicated in eDiscovery; and Innovative technologies that businesses are using to mitigate the risk of failing to properly capture and archive 3.0 data Speakers:
Doug Kaminski, Vice President, Actiance Norv Leong, Esq., Director of Product Marketing, Actiance Please register to watch the webcast.
Webcast: Plug the Leak: Failure to Protect Personal Data
Target’s CEO just resigned from the aftershocks of the data breach in which hackers stole credit/debit card info from 40 million customers. It was later revealed that personal information like email addresses and phone numbers may also have been stolen from another 70 million customers. The Gramm-Leach Bliley Act, The European Data Directive, and HIPAA, among others, require proper protection of customer financial and health information. This strict regulatory and legal landscape impacts all forms of communication, including new 3.0 platforms way beyond just email. In this session we’ll cover the: Scenarios showing up in data breach litigation; Regulatory and legal landscape around data privacy; and Latest policies, processes and technology that businesses are using to mitigate the risk of a data breach Speakers: Ben Friedman, Esq., Southeast Regional Sales Manager, Actiance Kris Vann, Esq., Information Governance Counsel & Product Marketing Manager, Actiance Please register to watch the webcast.
Webcast: Remedy for Success: Making the Most of Social Media Within FDA Guidelines
Social networks are a great way for drug makers to raise awareness for themselves and the products they sell. Participating on Facebook, LinkedIn, and Twitter gives them an opportunity to reach their audience directly in a place where they know they’re already spending a great deal of time throughout their busy days. However, regulatory requirements from agencies like the FDA for how these networks can be used by drug makers pose some big challenges. How can social networks be used in a way that meets these strict requirements so businesses can create more business? Watch the webcast, presented by Actiance’s Joanna Belbey to gain an understanding of: What the regulatory landscape of the pharmaceuticals industry looks like How these policies affect the way employees can use social networks What concerns you should be aware of from a legal perspective Which best practices to consider to help mitigate regulatory and legal risks Please register to watch the webcast.
Collaborate or Be Left Behind, an IBM webinar event
Cloud and social technologies connect the world in new and stunning ways. Smart organizations are using these technologies to build competitive agility; connecting people to securely engage, collaborate and innovate at a moment's notice, bring better ideas to the world, unlock new opportunities for business growth, empower, better understand and better engage with people as employees, as consumers and as citizens. How does this change what it means to run your organization?
Webcast: Loose Lips Sink Ships: Inappropriate Employee Communications
In a recent survey, Proskauer reports 71 percent of responding businesses have taken disciplinary action against an employee for misusing social media, a jump from 35% in last year’s survey. Disastrous headlines over inadvertent employee communications seem to be on the uptick. US Airways dealt with a PR crisis when an employee accidentally responded to an unhappy customer via tweet … with a link to a pornographic photo of a woman with a model airplane. Home Depot Inc. apologized for a recent racist tweet from its official corporate account. Customers were enraged. In Smoking Everywhere vs. CX Digital, a Florida federal court held that a 2-word IM stating “NO LIMIT” demonstrated a clear intent to enter a contract, costing the company $1,235,655. "I think you'll see more rather than less of this because people tweet before they think," says Allen Adamson, Managing Director of branding firm Landor Associates in a recent Associated Press article. This session will focus on: Employee misuse scenarios showing up in cases All 3.0 forms of enterprise communication where misuse can arise; and New policies, processes and technology that businesses are using to effectively mitigate the risk of inappropriate employee communications. Speakers:
Norv Leong, Esq., Director of Product Marketing, Actiance Kris Vann, Esq., Product Marketing Manager, Actiance Please register to watch the webcast.
Webcast: Case Law Shaping the Future of Social Media eDiscovery
Crispin v Audigier. Lester v Allied Concrete. Richards v Hertz Corporation. What do all of these cases have in common? I’ll give you a hint: social. Social media’s a hot topic these days in eDiscovery, and the skyrocketing number of cases where they’ve played pivotal roles in the outcome attests to that. Watch this 30-minute webcast where we’ll examine cases that are shaping the future of social media eDiscovery, including: What can you access in an individual’s social media accounts? What’s public and what’s private? How much protection does the Stored Communications Act really afford? Please register to watch the webcast.
Webcast: Why eDiscovery is Causing Migraines
eDiscovery never seems to get any easier, does it? We’re well beyond looking at just email as discoverable. Now, you’ve got to contend with social media, collaboration, and other real-time tools that are playing critical roles in litigation across many industries. Ignoring these other channels may land you in hot water, whether that’s sanctions for spoliation of evidence or failure to adequately respond to a discovery request. In this special Actiance webcast, “Why eDiscovery Is Causing Migraines,” we’ll be joined by guest speaker, Michael Osterman, President of Osterman Research. He’ll share his insights on eDiscovery trends and the issues organizations need to keep in mind when managing their risk exposure. Along the way, you’ll learn about: The new complexities around eDiscovery Latest case law shaping eDiscovery Tips to reduce your eDiscovery costs So sign up for this information-packed webcast and see what Osterman Research has to say about getting ahead in the eDiscovery game.
Webcast: Native Exchange Archiving: A Paper Tiger
I’ll cut right to the chase: if your organization is a Microsoft Exchange shop and you’re using it as a long-term archive, you may be exposing your company to unnecessary risk. Why? Well, native Exchange archiving is nothing but a paper tiger - something that seems imposing, but in reality, is ineffective. Email remains the single most important business communication today, but look around, and you’ll also see other channels being used to get things done – social media, IM, collaboration tools, you name it. It doesn’t capture all the other channels mentioned above. In this day and age of never-ending litigation and scrutiny of corporate behavior, third-party archives can be a compelling alternative to address your email governance needs and to reduce your risk exposure around newer communications channels. Watch this free webcast and you’ll learn: Why you should be archiving your email with third-party tools The limitations of native Exchange archiving Tips to lower your risk and stay out of trouble Please register to watch the webcast.
Webcast: Risk or Reward: Managing Compliant Communications in the Pharmaceutical Industry
Pharmaceuticals companies want to adopt and deploy new tools to improve internal and external communication with tools such as unified communications, instant messaging, collaboration tools, and even social media. But first, they need a way to avoid sanctions through regulatory compliance, prevent litigation and lower the cost of litigation. For providers, non-compliance can lead to potential de-certification and court cases with huge fines and settlements. For insurance companies, large regulatory fines for data leakage and lawsuits over business practices are becoming common place. The courts are raising the bar for all companies involved in the pharmaceuticals industry. Expectation around legal holds and records availability are focusing a spotlight on existing policies, procedures and systems infrastructure to better meet these strict legal requirements. Those that choose ignore it are at much greater risk of non-compliance with court orders, huge fines, loss of case and negative PR.
In this Actiance Webcast, you will learn about: Key Challenges of new communications technologies (cases) Pharmaceutical Regulations
- Food and Drug Administration Amendments Act (FDAAA) of 2007
- Title 21 CFR Part 11 – Guidelines for Records
- Electronic records – ISO 13495 Litigation and emerging legal strategy E-Discovery The FDA and Social Media Please register to watch the Webcast.
Webcast: Discover the SharePoint You Never Knew
Today’s SharePoint has lots of bells and whistles, so why are you still using it like a file system? Watch Actiance and Osterman Research for a 60-minute interactive presentation on getting the most value out of your SharePoint deployment. You’ll also get practical advice for how you can overcome information security and governance challenges of using SharePoint as a social collaboration tool.
Webcast: Don’t Play Russian Roulette with Your Archiving and eDiscovery
Email used to be the new kid on the block. However, times have changed and technology is providing us with new and quicker ways to communicate and collaborate across business silos, organizations and geographies. It isn’t uncommon to find enterprises making use of a combination of social communication and collaboration technologies such as unified communications, instant messaging systems, social media, and collaboration software to keep the engines of business chugging along.
Webcast: Social Selling in a Regulated World
What is Social Selling? LinkedIn is the world’s largest professional network, enabling outbound professionals to develop and grow their pipeline by connecting with decision makers and building relationships. Now you can use LinkedIn to leverage your social brand and fill your pipeline with the right people – faster than ever before. But how do you avoid the regulatory pitfalls?
Webcast: Simplifying eDiscovery and Archive Search
Just get hit with a wrongful termination suit? One of your executives accused of sexual harassment? Or maybe a rogue trader just cost your company $5 billion with questionable foreign exchange bets? So many things can occur to make archive searches a necessity - and they can be onerous. But they don't have to be. Let Symantec and Actiance show you how to make it easy!
Webcast: The Legal Issues of Social Business - UK
If social media is part of your marketing strategy, this webinar will give you crucial information that could protect your organisation from falling foul of the law, expensive lawsuits and non-compliance.
Webcast: The Trader’s Journey to Microsoft Lync Voice
Watch this webcast where we talk to Jamie Wheeldon, IT Infrastructure Architect at global asset management firm Schroders, and explore their journey towards a compliant deployment of Microsoft Lync across their organisation – including their trading floor.
Webcast: The Legal Issues of Social Business
Social businesses are taking off, but that doesn’t mean your legal obligations are left in the dust. If anything, they’ve been made more complicated. People are using Twitter to enhance customer service, SharePoint to share documents, Yahoo! IM to confirm trades. But, employees might also be harassing colleagues on Jive or sending recommendations on LinkedIn. All these have potential legal implications, especially for those working in industries subject to watchdog agencies.
Webcast: Social Networking Compliance for FINRA and SEC Regulated Organizations
This insightful 30 minute Webcast will provide: An up-to-date overview of the regulatory landscape, Tips on staying compliant, Best practices for a successful social media program, Introduction to the technology that addresses compliance with FINRA and SEC
Webcast: Beefing Up Native Lync Archiving - UK
Every organisation using Microsoft Lync or planning to implement it needs to give consideration to the enormous amount of unstructured data that is produced when employees work, communicate and collaborate within this unified communications platform. Not only is this unstructured data considered intellectual property for your organisation, it is also a form of electronically stored information (ESI).
Webcast: Beefing Up Native Lync Archiving
Every organization using Microsoft Lync or planning to implement it needs to give consideration to the enormous amount of unstructured data that is produced when employees work, communicate and collaborate within this unified communications platform. Not only is this unstructured data considered intellectual property for your organization, it is also a form of electronically stored information (ESI).
Webcast: Chatter Away: Governance, Compliance, and Salesforce Chatter
You want to say so-long to silos, but are you really ready? How can you deploy Salesforce Chatter with the governance you need to be compliant with strict policy requirements? You need to be sure you can keep your information safe and your users out of trouble. Join us for this 30-minute webcast to learn about how Vantage provides the industry’s best solution for enabling social business tools like Chatter.
Webcast: Dodd-Frank 101: Recordkeeping Must-Haves
The Dodd-Frank Act (DFA) has implications on how financial services firms deal with the channels used to communicate, collaborate and conduct business. The DFA requires financial services firms to have processes in place to ensure that communication channels such as social networks like Facebook and Twitter, unified communications such as Microsoft Lync and IBM Sametime and enterprise social networks like Jive and IBM Connections are compliant with the new requirements.
Webcast: Social Media Best Practices Checklist
Social’s on fire. Companies of all sizes, across several industries, are utilizing social to market their products and services, enhance their customer support, or extend their brand. But, do you know what it takes to set up a winning social media strategy? That’s the hard part. Watch the webcast on “Social Media Best Practices Checklist,” to learn the must-haves of an effective social strategy that’ll help organizations deploy and leverage social to build a book of business.
Webcast: Social Media Best Practices Checklist - UK
Find out how you can organize your efforts around developing and deploying a social media program within your firm with this free webcast ‘Social Media Best Practices Checklist’. The webcast will provide a practical starting point for financial services firms looking to deploy social media and provide step by step instructions on how to develop and implement your strategy.
Great Content: 10 Tips on Fueling Your Social Networking Engine
Delivering relevant, timely and insightful information via your organisation's social media channels gives your customers and prospects the best reason to connect and stay updated with you. Doing this in practice might not be as easy as it sounds, especially if you have multiple channels and more than one team responsible for updating your social media channels. Watch this information packed Webcast on Great Content: 10 Tips on Fuelling your Social Networking Engine and you can find out how you can effectively plan your social content strategy and get tips on posting content that sets you apart from your competition. You will learn about: How your audience drives your content, The 4 E's of content and how to implement them, The types of content you should share and when,Finding content sources in your organisation, Socialising content effectively and quickly to deliver real ROI
Global Information Governance Requirements for the Social Business
As the Internet shatters physical borders and the world’s economies become more intertwined, the role of global governance is taking center stage. As the growth of social media and social business spreads across the globe, the regulators and the courts are casting a watchful eye on the communications taking place on Skype, Facebook, Twitter, and their equivalents. Many jurisdictions have regulations and rules around email already on the books. So, social business content is just a natural extension of those existing rules. In this Webcast, “Global Information Governance Requirements for the Social Business” you’ll learn about: Key rules and statutes in the US, UK, India, Australia, New Zealand affecting social business, Key industries where social governance is a hot topic, Trends in types of content being captured, Best practices on record collection, How to slash eDiscovery costs
7 Practical Tips for Enhancing Your Personal Brand on Social Media
Powerful brands like Apple, Microsoft, and Coca-Cola spent millions making themselves well-known a top priority. What about you and your personal brand? How are you letting the world know what differentiates you from everybody else Watch the webcast to learn: Establishing your personal brand, Connecting with others so you can extend your brand, Engaging effectively with your social connections, Measuring your social engagement so you can be more successful
Webcast: SharePoint and Information Governance: Friends or Foes?
We’ve moved beyond email and into the realm of collaboration-type software. And for many, when you think “collaboration,” you think Microsoft SharePoint. But, being the poster child doesn’t mean it comes without risk. You still have to account for the information governance risks that are created by SharePoint use in the workplace. Employees could post inappropriate comments, upload sensitive files, or engage in other activities that would give a compliance officer or general counsel heartburn. That’s why it’s important to have an information governance solution in place that can control, monitor, and capture the content being posted to SharePoint. In this webcast “SharePoint and Information Governance: Friends or Foes?” you’ll learn about: Getting the most out of your SharePoint deployment; Avoiding hefty fines; Reducing your legal exposure and costs; Lowering your total cost of IT ownership
Webcast: Risk: It’s Not a Game
Depending on your industry, there are all kinds of chutes and ladders you need to consider when making your way to the goal line. You want your business to make winning moves, but just how much risk can it take? Join us for this 30-minute webcast to learn about how Actiance can help you determine how much protection you need and why it’s important to consider and to conquer the risks of being a social business. In this thought leadership series webcast, you’ll learn: How to assess your organization’s tolerance to risk; The difference between governance and compliance; What types of compliance you may need to consider; Ways the Actiance platform can help you ease your concerns
Webcast: IBM Connections: A World of Possibilities
Social technologies like IBM Connections open up a world of possibilities. And that can be a problem because while most of those possibilities are good, others can be really, really bad. Before you deploy, you need to be sure you can keep your information safe and your users out of trouble. Join us for this 30-minute webcast to learn about how Vantage provides the industry’s best solution for enabling social business tools like IBM Connections. In this webcast you’ll learn: How Vantage gives you control over IBM Connections deployments; The importance of supervising content in Connections and of receiving real-time alerts; What it means to capture content in context, and how it affects time and costs; Ways Vantage helps you retain Connections content so you can meet the strictest compliance requirements
Webcast: Accelerating the Adoption & Utilization of Enterprise Social
What’s all the rage these days in organizations? Enterprise social, that’s what. It’s touted as the ticket to higher employee productivity, increased collaboration, and deeper customer relationships. But wait. Although deployment numbers are going up, these tools aren’t being fully utilized. Why is this so? In this special Actiance webcast, “Accelerating the Adoption and Utilization of Enterprise Social,” we’ll be joined by guest speaker, Rob Koplowitz, VP and Principal Analyst at Forrester Research, Inc. He’ll share his insights on the impediments to faster adoption of enterprise social, what can be done about it, and the business benefits at stake. Along the way, you’ll learn about: Compliance concerns that shouldn’t be overlooked; How to boost the ROI of enterprise social; Trends to stay ahead of the game. So sign up for this information-packed session and see what Forrester has to say about getting the most out of your enterprise social platform. Knowing what it takes to fully maximize your investment in an enterprise social platform can be perplexing, so an Actiance representative will contact you soon to make sure that all is clear. In the meantime, check out www.actiance.com for more information.
Vantage 2013 Update (September 2013)
Being social isn’t just for play, it’s great for work too. Every day, people use social business technologies like instant messaging (IM) and enterprise social networks (ESN) to keep their businesses moving. You already know deploying these comes with big benefits, but how do you do that in a way that keeps your information safe and your employees out of trouble? Watch this 30-minute webcast to learn about the latest product developments for Vantage – the industry’s best governance solution for enabling a social business. In this webcast you’ll learn: How Vantage gives you control over people, their content, and activities over IM and on ESN; The importance of supervising content and of receiving real-time alerts; What it means to capture content in context, and how it affects time and costs; Ways Vantage helps you retain content so you can meet the strictest compliance requirements.
Replacing Quest Policy Authority to Ensure Compliance and Security
You’ve likely heard that Quest Policy Authority has reached end of support. But don’t despair, Actiance is ready to step in and plug your compliance and security gaps. We’re confident that you’ll be in an even better place with Actiance Vantage due to its deep feature set when compared to Quest Policy Authority. So, join us for this information-packed webinar and learn more about why Quest customers are switching to Actiance, especially the following: Support for a broader range of communications channels and networks; Contextual capture of enterprise social software and collaboration platforms; Extensive policy management, including ethical walls and protection against federated networks; Integration with over 50 different archiving systems
Replacing Symantec IM Manager to Ensure Compliance and Security
You’ve likely heard that Symantec announced the end-of-life of IM Manager (IMM). But don’t despair, Actiance is ready to step in and make sure you don’t end up with any compliance and security gaps when Symantec stops supporting IMM at the end of this year. In fact, Symantec itself recommends us as the preferred replacement for IMM. We’re confident that you’ll be in an even better place with Actiance Vantage due to its deep feature set when compared to IMM.
So, join us for this information-packed webinar and find out why Symantec has turned to us to help out its customers. In a nutshell, here are some reasons why IMM customers are switching to Actiance Vantage: Support for a broader range of communications channels and networks; Contextual capture of enterprise social software and collaboration platforms; Extensive policy management, including ethical walls and protection against federated networks; Integration with over 50 different archiving systems
IDC: Accelerating the Adoption & Utilization of Enterprise Social Networks
Have you heard the news? Enterprise Social Networks (ESN) like IBM Connections, Jive, and Microsoft SharePoint are billed as the saviors for organizations looking to enhance employee productivity, foster collaboration, and deepen customer relationships. But wait. Although deployment numbers are going up, these tools aren’t being fully utilized. Why is this so? In this special Actiance sponsored webcast “Accelerating the Adoption and Utilization of Enterprise Social Networks and Collaboration Tools,” we’ll be joined by Vanessa Thompson, Research Manager of Enterprise Social Networks and Collaborative Technologies at IDC. She’ll share her insights on the impediments to faster adoption of ESN, what can be done about it, and the business benefits at stake. In this webcast you’ll learn about: Compliance concerns that shouldn’t be overlooked; The role of consumer-oriented social networks in driving ESN adoption; How to boost the ROI of ESN; Trends to stay ahead of the game
How Financial Institutions Get TRUE Value From Social Media
How can Social Media be embraced in a highly regulated industry, and how do you measure ROI on online social engagement? In this webinar, recorded by the Business Development Institute, you will hear Derek Sternfrom Putnam Retail Management and Sarah Carter from Actiance discuss what the risks and benefits are of getting involved in public social media networks. In this webcast we will discuss: Social media in a broker – dealer environment; Managing, moderating and reviewing content on social media networks; Financial drivers for regulated organisations to use social media today; Real-life examples from Putnam Investments
Mitigating Risks Associated with Enterprise Social Collaboration Systems
Big ideas can’t survive in a bloated email inbox. That’s why Enterprise Social Software (ESS) is an awesome way for you and your teams to collaborate in real-time. But deploying ESS can be a challenge if your compliance strategy is limited to just email. Remember, today’s world is not just about email. There are many applications to consider, including Jive, IBM Connections, and Microsoft SharePoint. Actiance simplifies compliance with regulatory, legal, and corporate requirements so you can deploy and use ESS with confidence.
Social Networking for Energy and Utilities Organizations
Learn how other energy and utility organizations are using social media while continuing to meet compliance standards.
Maximizing the Social Opportunity for Financial Institutions
Bill Doyle, respected Forrester analyst, and author of the white paper 'Mobile and Social Technologies Come Late to Wealth Management' is the keynote speaker of this webcast. Bill's research demonstrates the importance of social media in the overall business strategies for investment and life insurance firms.
Social Networking Compliance for FINRA Regulated Organizations
This brief 30 minute ondemand webcast discusses how organizations subject to FINRA 10-06 and 11-39 can use social media while still maintaining compliance. The webinar highlights best practices, FINRA and SEC rules and regulations as well as the controls available for social media compliance.
Safe Social Business: Security and Compliance for Social Network Adoption
Actiance joins IDC's Erin Traudt in discussing how to best protect an enterprise's social business. By examining the values of security, management and compliance solutions in addressing these challenges, IDC and Actiance will be providing best of breed recommendations for businesses.