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  • StarConference_White

    About the Conference

    September 29 - October 1, 2019

    A good reputation is everything. Without it, a business won’t be a business for very long. Compliance officers are the reputation guardians that keep their firm operating within the confines of financial regulation and free from conflicts of interest that could endanger that reputation.

    Our 2019 Conference is an event you won’t want to miss. We’re bringing the best and brightest from the world of compliance—including STAR staff from the c-suite to the developer suite. You’ll be able to meet, mingle, listen, and discuss ways to get the most out of STAR and your compliance program.

    Of course, we won’t have the best and brightest without you. The people on the front lines of compliance with the best working knowledge of STAR’s Platform. As you look to us for guidance on optimizing your compliance program, we’ll be looking to you for guidance on optimizing STAR.

25+ SESSIONS

Numerous education sessions and coordinated learning tracks filled with knowledge and insights.

ENGAGE & NETWORK

Abundant opportunities to meet, mingle, engage, and network in formal and informal settings.

PLATFORM DEEP DIVE

Breakout discussions regarding platform best practices, pain points and general compliance challenges.

KEYNOTE TALKS

Impactful thought leaders offering unique perspectives on compliance and the direction of the industry.

REGISTER NOW

WHY OTHERS ARE ATTENDING

Check out the following four reasons to attend, with rapturous supporting commentary from past attendees. Better yet, don't even take their word for it. Find out for yourself how fun and informative a StarCompliance US Conference can be.

“This was my first time attending the conference and I was blown away by the organization, content, and presenters.”

"My favorite aspect was being able to meet other STAR users and Star staff. And the client appreciation event was fabulous."

"Having clients discuss their challenges was very helpful. And we were all able to provide tips and techniques related to using the STAR Platform."

"Great location. Highly informative. Excellent presentations and presenters. I'm already looking forward to 2019."

MEET THE SPEAKERS

 Additional speakers coming soon!

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    Jennifer Sun

    Chief Executive Officer

    As the CEO of StarCompliance, Jennifer Sun oversees all major corporate decisions and is responsible for the direction and growth strategy of the organization. Jennifer joined Star in September of 2018, bringing with her more than 20 years of experience in traditional finance and fintech. Jennifer started her career at Goldman Sachs and went onto help launch Epoch Partners, a technology-enabled investment bank that was later purchased by Goldman Sachs. Jennifer has held multiple leadership roles within the financial sector, most recently at Ipreo—as Executive Vice President and Managing Director of Equity Capital Markets and Executive Vice President of Global Client Relations. Jennifer played a critical role in the sale of Ipreo to IHS Markit in August 2018.

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    Edward Vincent

    Chief Operating Officer

    As the COO of StarCompliance, Edward Vincent oversees the ongoing operational functions and processes of the business to support Star’s blue-chip customer base. Edward joined Star in October of 2018, bringing with him over 15 years of experience within the financial services sector. Edward has held multiple leadership roles within finance and insurance, including Thomson Financial and Vertafore. Most recently Edward served as Partner and President at Shore Group Associates—a global provider of data solutions to the financial services industry.

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    Sunil Sehdev

    Chief Technology Officer

    As the CTO of StarCompliance, Sunil Sehdev oversees the considerable technological interests of the company—ensuring the tech strategy serves our business strategy. Sunil joined Star in 2014, bringing with him more than 20 years of experience in the development of financial software solutions at organizations like Thomson Reuters and Lucent Technologies. Sunil has held multiple leadership roles within the software development and financial services sectors—his most recent being Head of Research and Development at NICE systems, an enterprise software development firm.

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    Melissa Da Ronco

    Investment Compliance, Ethics and Reporting

    Melissa Da Ronco is a native of Sacramento, California in the United States.  She has a Bachelor Degree in Finance and Accounting from Southern New Hampshire University.  Melissa has spent most of her career at the California State Teacher’s Retirement System beginning in the Financial Service Branch in 1996 and moving into the Investment Branch in 2010.  She currently leads the Investment Compliance, Ethics and Reporting unit.  She is responsible for compliance oversight of the Investment policies, regulations and fund reporting which impact the Investment Branch. 

CONFERENCE SCHEDULE

This is a working schedule, which is subject to change. Download agenda here.

  • DAY ONE - MORNING
    (Sept 30)
  • DAY ONE - AFTERNOON
    (Sept 30)
  • DAY TWO
    (Oct 1)
07:30 AM - 08:30 AM

Breakfast

08:30 AM - 09:00 AM

Welcome by Jennifer Sun

09:00 AM - 09:45 AM

Star Update & Product Roadmap

Break
10:00 AM - 10:50 AM

Sessions

  • Test Prep: Prepare for Your Next External Audit
  • Compliance Control Room Deep Dive
  • New & Future Clients: Steps to a Seamless Implementation and Roll Out
Break
11:00 AM - 11:50 AM

Sessions

  • Going Global? Your Current Team May Be All You Need
  • Mobile App Deep Dive
  • Security, Data Privacy & Hosting
Break
12:00 AM - 12:30 AM

Panel Discussion

Learn From the Best: A Chat with STAR Platform Power Users

Lunch
01:45 PM - 02:15 PM

Panel Discussion

Back To The Future Part 1: Big Picture Challenges & Trends

02:15 PM - 02:45 PM

Sessions

  • To Increase Employee Engagement, Make Friends With Marketing
  • An Inside Look At Client Services & Jira Service Desk
  • The Power of The Data Warehouse
Break
03:00 PM - 04:50 PM

Sessions

  • Coaching Session: Mastering Communications And Other Soft Skills
  • Trouble Shooting/Problem Solving Workshop
  • Reporting Workshop

 

Break
05:00 PM - 06:15 PM

Compliance Challenge

06:15 PM - 10:00 PM

Evening Reception

08:00 AM - 09:00 AM

Breakfast

09:00 AM - 09:45 AM

Panel Discussion

Back to the Future Part 2: A Client's Eye View Of What's In Store

Break
10:00 AM - 10:50 AM

Sessions

  • Make It Stick: Employee Training Best Practices
  • An Introduction to Secure Data Entry
  • Additional Session Coming Soon

 

Break
11:00 AM - 11:50 AM

Sessions

  • Underutilized Features Your Should Consider
  • Personal Trading & Broker Feeds
  • Additional Session Coming Soon

 

Break
12:00 PM - 12:30 PM

Panel Discussion [More Info Coming Soon]

Lunch
01:45 PM - 02:30 PM

Part 2: Trouble Shooting/Problem Solving Workshop

GAYLORD NATIONAL HOTEL

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Located on the Potomac River in Maryland, the Gaylord National Resort & Convention Center offers convenient access to many of Washington, DC's most beloved sights and attractions. But with its 19-story glass atrium, full-service spa, and seven distinct restaurants, the hotel is an attraction unto itself. A rooftop bar offers stunning views of National Harbor and the spacious rooms help you unwind with comfortable beds and flat-panel televisions.

201 Waterfront Street
National Harbor
Maryland 20745 USA

Phone: 301.965.4000

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A special room rate of $229 per night is available for StarCompliance guests starting September 29th.

To book a room for this price, please click the link below. It will take you to a registration page on the Gaylord website specifically for StarCompliance room reservations.

Book My Room

If you prefer different accommodations, there are multiple hotel options within National Harbor, which can be found here. The Gaylord is the only hotel with a StarCompliance room block.