Join us in Washington, DC!

This interactive Brainiac Bar session is designed for Star clients looking to deepen their use of the Personal Account Dealing and Gifts & Hospitality solutions. The discussion will focus on effective usage approaches, real-world examples, and newer capabilities that help teams streamline oversight and improve outcomes across both workflows. Attendees will leave with practical ideas to apply immediately within their programs. 

This Brainiac Bar session is designed for existing Star users who want to deepen their use of the Compliance Control Room. The discussion will focus on how firms are centralizing oversight, connecting key compliance data, and using the Control Room more effectively with enhanced conflict searching, streamlined wall crossing workflows, faster conflict clearance, and more. Attendees will leave with practical ideas for getting more value from the tools they already have. 

This interactive Brainiac Bar session is designed for Star clients looking to deepen their use of the Outside Business Activities solution on STAR Enterprise. The discussion will focus on effective usage approaches, real-world examples, and newer capabilities that help teams streamline oversight and improve outcomes. Attendees will leave with practical ideas to apply immediately within their programs. 

This brief opening keynote sets the tone for Synergy and outlines what attendees can expect over the course of the event. We’ll highlight the core themes, priorities, and conversations shaping this year’s agenda. Attendees will leave oriented, aligned, and ready to make the most of the sessions ahead. 

Join Star’s Chief Product Officer for a forward-looking look at the evolution of the STAR Enterprise platform. This session highlights the progress we’ve made, the enhancements delivered, and how customer feedback continues to shape what’s next. You’ll gain insight into our product direction and how upcoming innovations are designed to support the way compliance teams actually work. 

As AI adoption accelerates across financial services, many firms are choosing progress over paralysis. In this session, industry peers share how they are deploying AI today, where they are seeing the most value, and how compliance teams are supporting responsible adoption despite regulatory uncertainty. Attendees will gain practical insight into how leading institutions are moving forward with confidence rather than waiting on the sidelines. 

This panel features Star clients who are leveraging StarCompliance’s embedded Analytics to make more informed decisions across their compliance programs. Panelists will share practical examples of how analytics support employee surveillance, monitoring, and risk prioritization within the STAR Enterprise Platform, and the impact this has on day-to-day operations. Attendees will gain a clear view of how compliance data can be applied in meaningful, actionable ways. 

Led by Star’s implementation team, this breakout is designed for new and onboarding clients preparing to deploy Star. The session covers practical guidance on planning, configuration, and early decisions that set teams up for long-term success. Attendees will gain a clear understanding of what to expect during implementation and how to accelerate time to value. 

This breakout explores how Star’s FINRA integration is changing the way firms manage broker-dealer registration. Attendees will learn how automated workflows and direct FINRA connectivity help streamline onboarding, updates, and ongoing registration management while improving transparency across teams. The session highlights how integration reduces manual effort and supports a more efficient, reliable registration process. 

This breakout explores how firms are strengthening MNPI risk management by surveilling firm and client trading activity through a single, centralized view. Attendees will learn how unified surveillance improves visibility across trading activity, supports more effective controls, and helps compliance teams better identify, review and document potential MNPI-related risk. The session highlights how a consolidated approach enables clearer oversight and stronger evidence of effective firm trade controls. 

As crypto and digital assets regulation continues to evolve globally, compliance teams must prepare for differing requirements across jurisdictions and how regulatory expectations are being applied in practice. This panel brings together perspectives on where regulation is heading and what firms should be doing now to stay ahead. Attendees will gain insights into emerging trends and practical considerations for planning beyond today’s rules. 

This breakout features customer testimonials highlighting how Star’s Outside Business Activity solution is improving transparency and efficiency across employee disclosures and reviews. Attendees will hear how the solution helps streamline oversight, reduce friction for employees, and create a clearer view of potential conflicts, alongside an overview of the solution itself. 

Compliance teams rely on multiple tools to get the job done—but those tools don’t have to operate in silos. This breakout explores how the STAR Platform connects products like Outside Business Activities, Expense Tracking, and Broker-Dealer Registration through shared data, workflows, and notifications. Attendees will gain a clearer understanding of what a “platform” really means in practice, and how STAR delivers a cohesive experience that makes it easier to add new capabilities without disrupting existing processes. 

This breakout session highlights how Star’s employee crypto dealing solution removes uncertainty from digital asset oversight. Attendees will see how the solution makes it easy for employees to connect their accounts while enabling compliance teams to identify undeclared accounts and monitor activity with confidence. This session offers a first look for many at how Star’s newer crypto dealing capabilities are being used to bring clarity and control to a relatively new and dynamic market for digital and tokenized assets. 

This invite-only think tank brings together returning participants for a continued, in-depth discussion on the Compliance Control Room. In addition to sharing evolving use cases and emerging challenges, attendees will receive updates on product direction and have the opportunity to provide direct feedback to the Star product team. The session is designed to foster candid, peer-level dialogue while helping shape what comes next. 

This invite-only session brings together clients who have completed Star’s Analytics Accelerator Series to mark the conclusion of the program. Attendees will reflect on progress made, key outcomes achieved, and lessons learned throughout the series. The session also provides an opportunity to discuss next steps and how to continue building on the analytics capabilities developed. 

This discussion-based session brings peers together by sub-sector to explore common compliance challenges and evolving priorities. Attendees will exchange perspectives on what’s changing, what’s working, and how compliance programs are adapting within similar regulatory and business contexts. The session is designed to foster meaningful peer dialogue and practical takeaways grounded in real-world experience. 

Day Close

Compliance teams rely on multiple tools to get the job done—but those tools don’t have to operate in silos. This breakout explores how the STAR Platform connects products like Outside Business Activities, Expense Tracking, and Broker-Dealer Registration through shared data, workflows, and notifications. Attendees will gain a clearer understanding of what a “platform” really means in practice, and how STAR delivers a cohesive experience that makes it easier to add new capabilities without disrupting existing processes. 

This breakout introduces Expense Tracking, Star’s automated employee expense reconciliation capability and how it helps firms reduce manual review and improve accuracy. Attendees will see how the solution integrates with SAP Concur to automatically match expenses to compliance declarations, highlighting how automation can simplify oversight and close long-standing gaps. 

This breakout offers an early look at Star’s new Political Donations & Activities solution and the capabilities currently in development. Attendees will learn how the solution is designed to help firms manage political contributions and related activity with greater clarity and oversight. The session provides insight into what’s coming and how upcoming functionality will support evolving compliance needs. 

In this fireside chat, Troy Paredes, former Commissioner of the U.S. Securities and Exchange Commission, shares his perspective on the SEC’s evolving priorities and what they mean for financial services compliance. The conversation will explore regulatory direction, emerging areas of focus, and how firms should be thinking about compliance in the years ahead. Attendees will gain informed insight into how SEC expectations may continue to shape the industry.