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The Future of Compliance Training: Just Enough, Justin-Time, and Just-for-Me

Matthew Doherty Lead Compliance Officer, Operations, Mercer
Rebecca Rehm Compliance Business Partner Manager Olympus Corporation of the Americas

See how other organizations:

• Add humor and streamline content for efficiency and stickiness
• Time communication and training to align with business need
• Target audiences with customized training for better buy-in

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Maintaining Compliance Program Effectiveness on a Shoe-String Budget

John Goulart Compliance Officer MetroWest Medical Center Tenet Healthcare

In this interactive session, we will:

• Review and discuss the strengths, weaknesses, opportunities, and threats of an effective compliance program,
• Whilst realizing how many items are budget-friendly, and
• Answer questions and address comments to ensure attendees have a great takeaway to apply when they return to the office.

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Data Privacy: A Shifting Environment and Governance That Works

Kady von Schoeler Head of Information Governance, Security and Privacy Compliance MassMutual
Kevin Fitzpatrick Head of Data, Privacy & AI Governance MassMutual
Peter Blenkinsop Partner Faegre Drinker Biddle & Reath LLP

We will discuss the increasing ways in which businesses are using consumer data to improve customer experiences and deliver better products, but also acknowledge the risks this may present to consumers.

• Legislatures are responding. California led the way in 2018 with the CCPA; many states are considering legislation similar to CCPA or GDPR. We will discuss the legislative activity we have seen in early 2020 at the state and federal levels.
• We will discuss what we’re seeing so far with CCPA rights requests and the challenges of operating in an environment without finalized regulations.
• Finally, we will discuss the appropriate governance model for data privacy. What is the role for compliance and how does compliance partner with the business areas?

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Measuring and Reporting on Program Effectiveness

Christine Gordon Deputy Chief Compliance Officer Olympus Corporation of the Americas
Nedra Abbruzzese-Werling Associate VP for Compliance Services Boston University

• What is your ruler?
• What methods do you use to measure?
• How do you make your reporting meaningful?

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Whistleblowing: What the Data Says About Why It Works

Matt Kelly Editor and Publisher Radical Compliance

• Hear academic research about how companies with strong cultures of internal reporting outperform their peers
• Study the different issues raised in firsthand versus second-hand reports, and which ones are more reliable
• Consider how to combine policies with internal hotlines to drive more attention to issues such as retaliation

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Culture of Integrity

Mary Shirley Senior Director, Ethics & Compliance Fresenius Medical Care NA
Julie Basha Associate Compliance Specialist Fresenius Medical Care NA

• Five years ago, the compliance world went berserk for Culture of Compliance surveys. Get the lowdown on the actionable takeaway’s companies put in place after issuing these surveys to find out whether they really had an impact on integrity and what moved the dial for Compliance
• Hear about some of the hard data behind why having a culture of integrity is an area worth prioritizing and initiatives that other companies just like yours are implementing to embed a culture of integrity into the business
• Be introduced to the three people you meet in heaven (AKA Compliance) and get tips on how to overcome your most difficult stakeholders standing in the way of your path to a culture of integrity

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Evaluation