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Recent News & Events
Stay in Touch ... in Real-Time
Latest Press Releases
January 31, 2012 January 11, 2012 December 12, 2011
Recent News and Articles
Houston Chronicle, February 3, 2012 Registered Rep Magazine, February 2, 2012 Cloud Computing Magazine, February 2, 2012
Events & Webinars
| Upcoming Events | | Upcoming Webinars | | On Demand Webinars | | |  | February 3, 2012 | New York, NY SIFMA is pleased to expand its Social Media offerings with a new, in-depth view of marketing, business, and practitioner experiences with social media – as broker-dealers explore, expand, and refine their business practices. Panelists from a variety of global and regional broker-dealers, as well as insurance and asset management firms, and social media providers, will discuss their experiences with launching, training, managing, marketing, and using various platforms to interact with financial advisors and clients. This seminar is aimed at sales managers, marketing directors, training leaders, financial advisors, and business and client management professionals. |  |
 | February 6-8, 2012 | London, UK On February 7th, Finovate returns to London with FinovateEurope, a showcase of cutting-edge financial and banking technology innovations from leading established companies and hot new startups from and for the European market.
Now in its second year, FinovateEurope features the signature blend of short, fast-paced demos and intimate networking time that received rave reviews from our audience in Europe last year. |  |
 | February 9, 2012 | Houston, TX Data Connectors’ Tech Security Conferences focus on the latest tech security products and services such as email security, wireless security, network and infrastructure security, compliance, cloud computing, VoIP and networking. Our informative speaker sessions and sponsor exhibits help you keep up with the ever changing Information Security industry. So if you are an IT professional trying to secure your network or simply trying to keep up with the latest technologies, you’ve come to the right place! |  |
 | February 13-17, 2012 | San Francisco, CA Social Media Week is unique on a number of levels: It’s the first attempt to host multiple conferences simultaneously using a distributed model. It’s collaborative and co-curated, meaning that the programming and content reflects the needs of the local market, rather than being the prescribed vision of one group of organizers. It’s free to attend and to register events, which results in better curation of the programming, a more targeted audience and less friction in the way people and organizations participate. |  |
| February 26-29, 2012 | Houston, TX This industry-specific conference focuses on bringing more in-depth discussion and education to those working in the utilities and energy industries. In these highly regulated industries, compliance topics can be specific and focused on areas that are not always addressed at the all–industry level. This conference offers attendees the opportunity to discuss these specific content areas in more detail while sharing and exchanging ideas with others facing the same regulations. |  |
 | March 10, 2012 | Austin, TX From hands-on training to big-picture analysis of the future, SXSW Interactive has become the place to experience a preview of what is unfolding in the world of technology. Join us March 2012 for the panels, the parties, the 15th Annual Interactive Awards, Startup Village, ScreenBurn at SXSW, the SXSW Trade Show and, of course, the inspirational experience that only SXSW can deliver. SXSW Interactive 2012 is sponsored by Miller Lite, Chevrolet, IFC, Pepsi, Mountain Dew, Monster Energy, Samsung, Freecreditscore.com, Microsoft, Isis, Esurance and The Austin Chronicle. |  |
 | March 22, 2012 | Boston, MA Data Connectors’ Tech Security Conferences focus on the latest tech security products and services such as email security, wireless security, network and infrastructure security, compliance, cloud computing, VoIP and networking. Our informative speaker sessions and sponsor exhibits help you keep up with the ever changing Information Security industry. So if you are an IT professional trying to secure your network or simply trying to keep up with the latest technologies, you’ve come to the right place! |  |
 | Wednesday, Feb. 8, 2012, 7am PT | 10am ET | Human resources wants to use LinkedIn. Management wants to let the sales team use IM While malware and virus writers turn their attention to social networks. What do you use to ensure your network is secured against the risks posed by Web 2.0? Scheduling conflict? Register and we’ll send you the recording. |  |
 | Wednesday, Feb. 8, 2012, 9am PT | 12pm ET | In this Canadian-specific webinar, we will be talking about IIROC’s new requirements around electronic communications sent and received across channels such as Facebook, LinkedIn and Twitter. |  |
 | Wednesday, Feb. 8, 2012, 8am PT | 11am ET | The SEC has shown that they are willing to flex their regulatory muscle to sanction social media use that is fraudulent. Just last week, the SEC charged an Investment Advisor with fraud and issued 2 alerts to clarify the risks investors and advisory firms face when using social media.
Please join us for a free webinar where we aim to bring you the most up to date analysis and resources that you can use to ensure compliance with the SEC's alert on 'Investment Advisor Use of Social Media" |  |
 | Wednesday, Feb.8, 2012, 11am PT | 2pm ET | In recent years, there have been an increasing number of case law involving social media. This has brought social media record retention and eDiscovery to the forefront of the legal community.
We have been monitoring this fast changing space and have engaged the expertise of Norvin Leong, our Product Marketing Director, who is himself a licensed member of the California Bar with twelve years of experience working in the tech and legal sectors to share his knowledge in this field. |  |
 | Wednesday, Feb. 15, 2011, 9am PT | 12pm ET | FINRA just released new social media guidelines 11:39. Attend this webinar to find out what is it and how it impacts your organizations. |  |
 | Wednesday, Feb. 15, 2012 - 11am PT | 2pm ET | Social media is no longer a discussion just for the marketing department. We’re finding that companies are now bringing in legal,
HR and compliance departments to address social media on all levels. |  |
 | Wednesday, Feb. 15, 2012 7am PT | 10am ET | If you’re planning to implement Microsoft Lync, then this is a CAN’T miss 30 minute webinar where we’ll address 10 top tips to ensure you’re able to realise all the benefits of this fabulous collaboration tool, without falling foul of the myriad of security risks. |  |
 | Wednesday, Feb.22, 2012, 7am PT | 10am ET | Human resources wants to use LinkedIn. Management wants to let the sales team use IM While malware and virus writers turn their attention to social networks. What do you use to ensure your network is secured against the risks posed by Web 2.0? Scheduling conflict? Register and we’ll send you the recording. |  |
 | Wednesday, Feb.22, 2012, 8am PT | 11am ET | The SEC has shown that they are willing to flex their regulatory muscle to sanction social media use that is fraudulent. Just last week, the SEC charged an Investment Advisor with fraud and issued 2 alerts to clarify the risks investors and advisory firms face when using social media.
Please join us for a free webinar where we aim to bring you the most up to date analysis and resources that you can use to ensure compliance with the SEC's alert on 'Investment Advisor Use of Social Media" |  |
 | Wednesday, Feb. 22, 2012, 9am PT | 12pm ET | In this Canadian-specific webinar, we will be talking about IIROC’s new requirements around electronic communications sent and received across channels such as Facebook, LinkedIn and Twitter. |  |
 | Wednesday, Feb. 22, 2012, 11am PT | 2pm ET | In recent years, there have been an increasing number of case law involving social media. This has brought social media record retention and eDiscovery to the forefront of the legal community.
We have been monitoring this fast changing space and have engaged the expertise of Norvin Leong, our Product Marketing Director, who is himself a licensed member of the California Bar with twelve years of experience working in the tech and legal sectors to share his knowledge in this field. |  |
 | On Demand | Webinar 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. |  |
 | On Demand | Webinar A brief 30 minute webinar discussing how Credit Unions can successfully use Social Media. |  |
 | On Demand | Webinar Learn how other energy and utility organizations are using social media while continuing to meet compliance standards. |  |
 | On Demand | Webinar | 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. |  |
 | On Demand | Webinar 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. |  |
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