Agenda

Day	Start	End	Conference Session Title A	Session Room	Objective Statement
Sunday	12:00p	6:00p	Arrivals	All
Sunday	6:00p	8:30p	Welcome Reception	All
Monday	7:30a	8:45a	Breakfast	All
Monday	8:45a	9:45a	Welcome + Conference Kick Off	General Session
Monday	9:45a	10:45a	Leading with Impact: Insights from General Robert Neller on Modern Leadership	General Session
Monday	10:45a	11:00a	Break	All
Monday	11:00a	12:00p	Hidden Gems: Exploring Essential Features	Breakout - Main	By the end of this session, attendees will have a comprehensive understanding of the platform's core and lesser-known features, enabling them to leverage these tools for maximum efficiency and productivity in their workflows.
Monday	11:00a	12:00p	Enhancements Unveiled: Navigating the Latest Updates in Registration Management	Breakout - 1	By the end of this session, attendees will be well-versed in the latest updates to the Registration and Licensing Management module, gaining insights into new functionalities and improvements designed to streamline processes and enhance user experience.
Monday	11:00a	12:00p	Optimizing Supervision: Benefits Social Media Compliance Solutions	Breakout - 2	By the end of this session, attendees will understand the diverse use cases of our social media compliance system, learning how to effectively apply it to maintain regulatory standards, mitigate risks, and inform their organization's social media strategy.
Monday	12:00p	1:00p	Lunch	All
Monday	1:00p	2:00p	Beyond Archiving: The Strategic Benefits of Comprehensive Website Monitoring Solutions	Breakout - Main	By the end of this session, attendees will gain a thorough understanding of the various use cases for our website monitoring compliance system, learning how to effectively implement it to ensure regulatory compliance, mitigate risks, and ensure compliant recordkeeping of their organization's monitoring web presence.
Monday	1:00p	2:00p	Best Practices: Optimizing Expiration Dates	Breakout - 1	By the end of this session, attendees will have a comprehensive understanding of the system's configurable options that enable automatic assignment of expiration dates to submissions.
Monday	1:00p	2:00p	Disclosure Management: Unmasking Tools to Deliver Higher Quality Submissions	Breakout - 2	By the end of this session, attendees will have a better understanding of Disclosure Manager and Disclosure Intelligence modules, which streamline the management and evaluation of regulatory disclosures in advertising materials.
Monday	2:00p	2:15p	Break	All
Monday	2:15p	4:15p	Roundtable Workshop: Tackling Real-World Workplace Challenges Collaboratively	General Session	Attendees will round-out day one with this lively icebreaker session designed to brew connections and spark collaborative conversations. Through engaging roundtable discussions, participants will tackle common industry challenges, share insights, and brainstorm innovative solutions.
Monday	4:15p	4:30p	Closing Remarks	General Session
Monday	6:30p	8:30p	Off-site Dinner	All
Tuesday	7:30a	8:45a	Breakfast	All
Tuesday	8:45a	9:00a	Opening Remarks	General Session
Tuesday	9:00a	10:00a	Navigating the Future: Jim Bunn's Insights on the Evolving Financial Services Landscape	General Session
Tuesday	10:00a	10:15a	Break	All
Tuesday	10:15a	12:00p	AI or Not AI? That Is the Workplace Question: A Panel Discussion on Digital Decision-Making	General Session	By the end of this session, attendees should expect a lively and informative discussion about AI, where they'll gain valuable perspectives on how their peers are evaluating and building plans to incorporate AI in a regulated landscape.
Tuesday	12:00p	1:00p	Lunch	All
Tuesday	1:00p	2:00p	Rule Makers: Hands-On Guide to Crafting System Rules (Red Oak LAB)	Breakout - Main	Attendees will participate hands-on exercises which will creatively evaluate scenarios and determine when rules can be used to optimize their experience, and explore how to practically design them.
Tuesday	1:00p	2:00p	Rule Makers: Hands-On Guide to Crafting System Rules (Internet Supervision LAB)	Breakout - 1	Attendees will participate hands-on exercises which will creatively evaluate scenarios and determine when rules can be used to optimize their experience, and explore how to practically design them.
Tuesday	2:00p	3:00p	Red Oak in Action: Client Success Panel on Web and Social Media Supervision	Breakout - Main	By the end of this session, attendees will gain valuable insights into the challenges and success stories in internet monitoring, website supervision, and social media compliance. Panelists will discuss how they've effectively adopted technology to address key firm issues in these areas, sharing lessons learned along the way.
Tuesday	2:00p	3:00p	Going Rogue with Red Oak: Unconventional Use Cases	Breakout - 1	By the end of this session, attendees will gain valuable perspectives on how their peers have creatively adapted the technology to solve for other operational compliance challenges and the benefits they've received by doing so.
Tuesday	3:00p	3:15p	Break	All
Tuesday	3:15p	4:15p	Mapping the Future: Navigating Our Roadmap	General Session
Tuesday	4:15p	5:30p	Sticky Note Showdown: Leaders React to Your Bright Ideas	General Session
Tuesday	5:30p	5:45p	Closing Remarks	General Session
Tuesday	6:30p	8:30p	Evening Reception	All
Wednesday	7:30a	8:45a	Breakfast	All
Wednesday	8:30a	8:45a	Opening Remarks	All
Wednesday	8:45a	9:45a	Reporting Excellence: Client Success Stories and Key Achievements	Breakout - Main
Wednesday	8:45a	9:45a	Beyond Archiving: The Strategic Benefits of Comprehensive Website Monitoring Solutions (encore)	Breakout - 1	By the end of this session, attendees will gain a thorough understanding of the various use cases for our website monitoring compliance system, learning how to effectively implement it to ensure regulatory compliance, mitigate risks, and ensure compliant recordkeeping of their organization's monitoring web presence.
Wednesday	8:45a	9:45a	Eyes in the Sky: Leveraging Surveillance Tools to Uncover Hidden Online Presence	Breakout - 2	By the conclusion of this session, attendees will have acquired a nuanced understanding of the operational mechanics behind Red Oak's Internet Supervision solution. They will gain insights into the methodologies employed for detecting and monitoring the web presence of individuals and organizations. Furthermore, attendees will grasp the underlying rationale and strategic imperatives for implementing such a program, comprehending the significance of proactively identifying and mitigating these types of digital risks.
Wednesday	9:45a	11:15a	Adapting to Change: Insights from System Overhaul Experiences	Breakout - Main
Wednesday	9:45a	11:15a	Optimizing Supervision: Benefits Social Media Compliance Solutions (encore)	Breakout - 1	By the end of this session, attendees will understand the diverse use cases of our social media compliance system, learning how to effectively apply it to maintain regulatory standards, mitigate risks, and inform their organization's social media strategy.
Wednesday	11:15a	11:30a	Break	All
Wednesday	11:30a	12:15p	Better Together: Building a Community, Engagement, Tools	General Session
Wednesday	12:15p	12:30p	Closing Remarks	General Session
Wednesday	12:30p	-	Conference Adjourns	All

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