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Off-Channel Communications: How Financial Services Organizations Can Address Regulators’ Latest Target featured image

Off-Channel Communications: How Financial Services Organizations Can Address Regulators’ Latest Target

Off-channel communications (OCC) occur when employees use unapproved and inadequately protected devices – such as personal cellphones – or applications to communicate with co-workers, counterparties and / or clients. Many financial services firms are required to maintain copies of all communications regarding their business, supervise the same, and produce them in response to regulatory requests. Firms cannot meet those compliance obligations when employees resort to unauthorized OCC for business-related matters. In charging 15 broker-dealers and one affiliated investment advisor in September 2022 with record-keeping violations, the SEC noted that its investigation uncovered employees at all levels of these firms who routinely used text messaging apps on their personal devices to discuss business matters between January 2018 and September 2021 [1]. The firms settled the charges and agreed to pay penalties totaling more than $1.1 billion. Just as important, the firms also agreed to engage independent compliance consultants to ensure the use of OCC meets regulatory standards as part of the settlements. In a related move [2],  the Commodity Futures Trading Commission (CFTC) ordered 11 financial institutions to pay more than $710 million for recordkeeping and supervision failures for widespread use of unapproved communication methods such as personal texts, WhatsApp, and Signal. Additionally, the Financial Industry Regulatory Authority (FINRA) has also taken action when it comes to OCC. Antonio Rega, digital forensics, data governance, privacy, security, emerging technology, and discovery expert with J.S. Held, observes, “While the current administration has loosened certain regulatory enforcement near-term, we continue to observe requests from clients in supporting management of “off-channel” communications, with a particular focus on 3rd party chat messaging platforms on mobile devices, such as Whatsapp. These inquiries include supporting corporate stakeholders with internal auditing of their organizational platforms, policies and procedures.” By implementing effective processes and utilizing software and outside experts to monitor and detect OCC, broker-dealers, investment advisers, and other financial institutions can reduce the risk of regulatory enforcement and penalties and ensure that they remain in compliance with regulations. Steve Strombelline, regulatory and enterprise risk management expert with J.S. Held adds, “Although concerns typically impact broker-dealers, firms outside of financial sectors are looking closely at their messaging processes as well, which is advisable." In addition to guaranteeing that these communications are properly documented and retained, the regulations are set up to prevent the use of OCC to manipulate securities transactions or commit fraud and to ensure that it is not used to violate any other securities laws. Firms’ supervisory procedures must be reasonably designed to detect for OCC when they monitor for such activity. The following article discusses the risks that OCC pose for financial services firms, especially as the SEC, FINRA, and the CFTC have made it clear that they are now targeting firms throughout the industry about their OCC to see if they are recording and preserving business information according to regulations. The piece also explains how firms, including broker-dealers of all sizes, should manage their OCC to ensure that they and their employees comply with federal securities laws and regulations. Finally, the authors address the complexity related to the collection of OCC in response to regulatory enforcement investigative requests. As the fines and settlements between those firms and the SEC exemplify, financial services firms of all sizes need to take this regulatory focus seriously and take the proactive step of engaging an independent third-party with expertise and experience in both digital forensics and compliance issues. To read the full article and learn more about the risk of off-channel communications and how companies should manage their OCC to remain compliant, click on the button below: To connect with Antonio Rega simply click on his icon now. To arrange a conversation with Steve Strombelline or any other media inquiries - contact : Kristi L. Stathis, J.S. Held +1 786 833 4864 Kristi.Stathis@JSHeld.com References [1] https://www.sec.gov/news/press-release/2022-174 [2] https://www.cftc.gov/PressRoom/PressReleases/8599-22

3 min. read
Can we separate our work and home memories, 'Severance' style? featured image

Can we separate our work and home memories, 'Severance' style?

The hit Apple TV show 'Severance' offers a tempting alternative to balancing work and home life by using neural implants to entirely split the memories. But according to Carnegie Mellon University neuroscientist Dr. Alison Barth, this work-life separation is somewhat possible even without an implant. In an interview, Dr. Barth explains: "We all experience some compartmentalization between our private and our work lives. Having a different location where you work and play makes that easier, but the cues for 'life' and 'work' can be as simple as time of day, or what your computer screen looks like."  In addition, she says humans can "easily move in and out" of our work and personal worlds, and that there are many examples of people whose work and private lives are completely 'severed'. CMU neuroscientist Alison Barth shares her thoughts on the TV thriller Severance As far as the feasibility of technology to control our memories for us, Dr. Barth says: "I don't think that it is possible to program people so that they simply cannot access memories outside of a particular space and time."  And she further warns of the dangers of such a separation: "The potential for abuse and lack of accountability are horrifying. In Severance, the office workers have little notion of what their work is. It would be hard to hold them accountable in a court of law. Severance is perfectly suited to corporate malfeasance," she explained. Watch Alison Barth's CMU Experts video below to learn more about her research seeking to understand how experience transforms the properties of neurons to encode memory.

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2 min. read
The Power of Refusal: Socially Conscious Boycotts and Corporate Accountability featured image

The Power of Refusal: Socially Conscious Boycotts and Corporate Accountability

In today's world, information travels faster than you can say "Google it!" This hyper-connectivity means companies are more exposed than ever when it comes to taking stances or actions on social issues, And a boycott can be a force to reckon with. With social media as their megaphone, these retail boycott campaigns can quickly capture global attention, asking consumers not to spend money in stores or online for a day or even an extended period of time. It's an increasingly common dilemma for corporations and their bottom line. Says David Primo, professor of political science and business administration at the University of Rochester: “Companies need to figure out what they will take positions on, what they won’t take positions on, and then stand firm. Holding your finger to the political winds is not an effective way to run a company in a polarized world.” ```

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1 min. read
Villanova Professor Sees Costs and Benefits in Corporate and Federal Return-to-Office Mandates featured image

Villanova Professor Sees Costs and Benefits in Corporate and Federal Return-to-Office Mandates

In early February, federal agencies submitted plans in accordance with an executive order to initiate an estimated 1 million government employees’ full-time return to their duty stations. The departments’ actions are among the latest in a series of RTO moves enacted since the start of 2025. Notably, they follow policy changes by corporate giants Amazon, AT&T and JPMorgan, who in January began requiring five days of in-person work for select staffers, with justifications ranging from strengthening culture to improving performance. With more employers expected to require in-office work in the coming months, some predict that 2025 could be the “year of the RTO mandate.” But, given the arguments from those pushing for these policies, it’s worth asking: Are these return-to-office requirements truly justified? Do they actually improve communication, strengthen teams and boost productivity, as supporters claim? According to Kyoung Yong Kim, PhD, whose research focuses on telework, strategic human capital management and employee-organization relationships, the answer is complicated—and highly circumstantial. Dr. Kim says that, by gathering coworkers around the proverbial water cooler, RTO policies can in some cases facilitate dialogue, promote teambuilding and foster organizational success. Yet, in other instances, work-from-home (WFH) arrangements can significantly boost employee morale, efficiency and output. “In a recent paper, my colleague Ijeoma Ugwuanyi [a professor at Hong Kong Metropolitan University] and I examined how social distancing initiatives, which reduce interactions among people, impact working relationships,” says Dr. Kim. “We found that they can actually help improve negative ones, at least in employees’ minds.” Analyzing data collected on 105 working relationships among 43 full-time personnel at a South Korean healthcare company, Dr. Kim and Dr. Ugwuanyi discovered that, when afforded extended WFH privileges, colleagues previously at odds were given the space necessary to reassess their outlooks and improve their dynamics—especially when the individuals involved were viewed as competent and warm. As a result, these repaired relationships generally empowered more effective collaboration in the long run. Additionally, employees with positive in-person relationships maintained a solid rapport even when geographically apart. “These findings are particularly relevant as corporate and government workers increasingly return to their offices,” says Dr. Kim. “Managers need to remember that, according to the research, employees are willing to reset negative relationships they had previously. That said, returning to the office also offers a chance to strengthen relationships and make them more positive, which is crucial since team dynamics are a key determinant of team performance.” Per Dr. Kim, in order to best position themselves for success on the RTO front, organizations need to take a measured, sympathetic approach in facilitating their in-office policies, with an eye toward mitigating negativity. They need to remain cognizant of the logistical and interpersonal challenges that could emerge in the wake of a return, address their employees’ concerns in an attentive manner and foster a “supportive climate characterized by supportive behaviors.” It’s a situation that Dr. Kim says bears parallels—perhaps somewhat counterintuitively—to the mass shift to telework that occurred during the COVID-19 pandemic. As he found in his research on that phenomenon, employees responded best to changes in their working arrangements when organizational leaders and managers took the time to explain and actively discuss the reasoning behind them, especially in mission-driven terms. “Essentially, an important implication of the findings is that, to sustain employees’ positive attitudes and behaviors, it is crucial to frame these moves in a way that highlights how working in the office benefits both employees and the organization,” says Dr. Kim. In turn, RTO-focused organizations should recognize that their words and messages have a very real impact, particularly when scrutinized by workers who may not be happy about resuming their morning commutes. “Amazon, for instance, appears to be taking a thoughtful approach by emphasizing the value of collaboration with colleagues and the enrichment of organizational culture,” says Dr. Kim. “One potential drawback, however, lies in their message about the consequences of non-compliance, specifically that failure to adhere to the in-office policy could jeopardize employees’ chances of promotion. “A more positive framing, emphasizing how such policies support professional growth as well as employees’ well-being, could enhance favorable perceptions and work behaviors.” In the event organizations remain attuned to such situations—taking their employees’ perspectives into account, actively communicating their intentions and presenting clear value propositions—Dr. Kim thinks a year of the RTO mandate could potentially be a less daunting prospect. And maybe, with time, the transition back from Zoom to the boardroom could be a beneficial one.

3 min. read
A Beginner’s Guide 
to Expertise Marketing featured image

A Beginner’s Guide to Expertise Marketing

Audiences today are consuming more digital content than ever, but they’ve also become far more discerning. Algorithms, AI search summaries, and social platforms have changed how information is discovered and trusted. The result is that organizations often get caught up in pushing out content quickly—only to be overlooked when it lacks depth or credibility. From misinformation to shallow click-driven posts, audiences are quick to disengage. What they’re seeking now are authoritative voices backed by proven expertise. That’s where Expertise Marketing comes in: a strategy focused on showcasing real knowledge, research, and experience in ways that build trust, attract attention, and strengthen reputation. According to Edelman’s Trust Barometer Study, experts play a vital role in establishing credibility amongst audiences and developing more meaningful interactions with businesses and organizations. As far back as their 2019 report results showed that 56% of people trust businesses as a source of news and information while only 47% trusted the government. On top of that, they also reported that 73% of participants were worried about false information or fake news being used as a weapon. This distrust has only gotten worse since COVID and the polarizing politics of recent years. With this in mind, there’s a real opportunity for knowledge-based organizations to step up and show their smarts through expertise marketing. What is Expertise Marketing? Expertise marketing is the practice of making the knowledge and skills of your human resources more visible to your partners and audiences. It draws attention to the value that your people can bring as brand ambassadors and strategically leverages the work your experts are doing to tell a more personal story. In many cases, expertise marketing can also be used to showcase your strengths in research and innovation. Creating a stronger digital presence, expertise marketing more effectively uses your channels to connect with audiences such as media, customers, partners and donors. It builds a sense of trust with your audiences and above all else, it helps establish your reputation as an industry leader. Expertise Marketing Defined: The practice of collectively promoting an organization's experts as brand ambassadors to demonstrate their skills or knowledge. Best practices to publish and connect organizational expertise in ways that foster internal discovery, collaboration, shared knowledge and diversity. Activities that leverage expertise to nurture conversations and connections with audiences such as media, customers, partners, government and funding agencies. How to Make Your Expertise More Visible Properly executed, expertise marketing is about harnessing your in-house expertise and making it more visible. By delivering comprehensive, relevant information in a visually engaging format, you can create a window into your organization that helps audiences better understand your offering and encourages more meaningful conversations. Here are three areas where expertise excels: On Your Website There’s a good chance that you already created touchpoints for expertise marketing but they’re just not optimized for audiences. For example, many organizations are unaware that the “About Page” is the second most visited page on a website and may overlook its potential for attracting audiences. Other webpages that strongly benefit from expert content include: Speaker’s Bureaus Media Rooms Employee Directories Faculty Directories Blogs Employee Intranets Awards Recognition Research & Technology Transfer Through Search Engines Content marketing and search engine optimization (SEO) go hand-in-hand – and it’s key to making your expertise more visible. In Google’s search algorithm, factors like trust and authority are significantly impacted by items such as content and expertise. While SEO is no small task, tools like the ExpertFile Platform are designed to make aggregating and optimizing expert content as seamless as possible. In addition, organizations can also improve their rankings by: Identifying and showcasing a range of expertise Using rich media to display expert content Regularly updating your website with expert content Producing content related to current trends and emerging news Through Distribution Networks Showcasing your experts isn’t just about hosting profiles on your own website—it’s about ensuring they are discoverable where key audiences are already looking. By publishing expert content on dedicated search engines such as expertfile.com and the ExpertFile Mobile App, organizations dramatically expand their reach beyond their immediate networks. These channels are designed for the very audiences that matter most—media, event organizers, research partners, donors, and prospective clients—who are actively searching for credible voices to inform stories, shape agendas, and build partnerships. Leveraging these distribution networks amplifies visibility, positioning your experts as go-to authorities well beyond the boundaries of your institutional website. In The Media For many organizations, media opportunities are an afterthought but it’s the perfect way to highlight your expertise and attract a broad range of audiences. Media outlets are constantly on the hunt for topic-specific experts to speak at conferences, weigh-in on their editorials and enhance the overall quality of their reporting. By making your experts more visible to this audience, you’re not only building your brand reputation as an industry authority but you’re also creating opportunities for new revenue. Starting an Expertise Marketing Program Bringing an expertise marketing program to life starts by taking a deeper look at your human resources and pinpointing the people in your organization who can support your expertise marketing initiatives. This post on Identifying Expertise is a great starting point for understanding what makes someone an expert and how you can position them for various tasks in your expertise marketing program. From there, it’s about getting buy-in from key stakeholders, collaborating across departments to surface expert content and strategizing with your team about where your expertise is best served. Download The Complete Guide to Expertise Marketing For a comprehensive look at how expertise marketing benefits the entire organization and drives measurable return on investment, follow the link below to download a copy of ExpertFile’s Complete Guide to Expertise Marketing for Corporate & Professional Services, Higher Education Institutions, Healthcare Institutions or Association & Not-for-Profits.

Peter Evans profile photoDeanne Taenzer profile photoRobert Carter profile photo
4 min. read
J.S. Held Experts Examine Sustainability Investments and Headwinds in Annual Global Risk Report featured image

J.S. Held Experts Examine Sustainability Investments and Headwinds in Annual Global Risk Report

In the 2025 J.S. Held Global Risk Report, scientific, technical, financial, and risk management experts explore the implementation of new and existing Environmental, Social & Governance (ESG) regulations across different regions along with significant compliance challenges for organizations operating on a global scale. As sustainability continues to be a critical issue worldwide, businesses are facing an increasingly complex regulatory landscape. While some jurisdictions are advancing sustainability frameworks, others, most notably the United States, are likely to see new environmental and energy policies which disfavor sustainability advancements as reflected by recent executive orders following the change in administrations. The European Union’s Corporate Sustainability Due Diligence Directive (CS3D), adopted in 2024, is a landmark regulation requiring both EU and non-EU companies to conduct due diligence to identify and prevent adverse environmental and human rights impacts throughout their operations and supply chains. J.S. Held environmental risk and compliance expert John Peiserich, Esq., observes, “Compliance with CS3D poses significant challenges for multinational corporations, especially those selling into the EU market, as they navigate conflicting regulatory requirements across jurisdictions.” In the United States, ESG-related policies have become a polarizing issue. Some states have mandated ESG criteria—such as climate risk assessments—for state-related investment decisions, while others have actively opposed such measures. Kim Logue Ortega, Associate Vice President at J.S. Held, adds, “Despite these contrasting approaches, businesses must continue addressing sustainability concerns, as environmental considerations are increasingly tied to permitting and regulatory approvals.” Following the June, 2024 United States Supreme Court ruling in Loper Bright, a team of environmental risk experts at the Verdantix Green Quadrant recognized consultancy J.S. Held, examined in Crosscurrents: Companies Face Regulatory Uncertainties in Wake of SCOTUS Decisions, how the Supreme Court further complicated the regulatory environment by undermining agency authority to define compliance standards. This ruling is expected to lead to increased legal challenges to environmental and sustainability-related regulations, adding further uncertainty for businesses seeking to comply with evolving standards. With the second Trump administration expected to roll back key environmental justice directives and sustainability-related incentives introduced under the previous Administration, businesses must remain vigilant in monitoring regulatory developments. Strategic planning and proactive risk management will be crucial for navigating the evolving ESG landscape and maintaining compliance across multiple jurisdictions. J.S. Held experts present insights into how organizations can align with evolving frameworks while driving innovation and managing risk, as they explore: 1. EU Corporate Sustainability Due Diligence Directive, where non-compliance could lead to fines and civil liability, necessitating companies to rigorously assess environmental and human right impacts. 2. Regulatory Fragmentation and Greenwashing / Greenhushing, summoning businesses to avoid exaggerated or underreported sustainability claims to mitigate the rising threat of litigation and regulatory scrutiny. 3. Shareholder Activism and Litigation, as investors demand greater transparency on sustainability goals, which may present legal consequences for failing to meet expectations. One week into the new Administration in the United States, the anticipated rollback of environmental justice directives and sustainability-related incentives introduced under the previous Administration have begun to take shape in the form of various Executive Actions and other directives. J.S. Held experts are actively monitoring regulatory developments, providing strategic guidance to multinational clients as they navigate the evolving ESG landscape and compliance requirements across multiple jurisdictions. Sustainability is just one of the five key areas analyzed in the J.S. Held 2025 Global Risk Report. Other topics include global supply chain challenges, the rise of crypto and digital assets, AI and data regulations, and managing cyber risk. If you have any questions or would like to further discuss the risks and opportunities outlined in the report, please email GlobalRiskReport@jsheld.com. For any other media inquiries - simply contact : Kristi L. Stathis, J.S. Held +1 786 833 4864 Kristi.Stathis@JSHeld.com

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3 min. read
Insights: Sustainability Investment Risks & Opportunities in 2025 featured image

Insights: Sustainability Investment Risks & Opportunities in 2025

Corporate sustainability programs face various headwinds in 2025, with growing discontent among industry, consumers, and investors. Concerns about greenwashing, greenhushing, and the patchwork of regulations in different jurisdictions are creating uncertainty for global businesses. In the video below, Executive Vice President and Environmental, Health & Safety Practice Lead John Peiserich shares more about sustainability investment risks and opportunities covered in the 2025 J.S. Held Global Risk Report. To view the report, visit: 2025 J.S. Held Global Risk Report Looking to know more or connect with John Peiserich about the 2025 J.S. Held Global Risk Report? Simply click on his icon now to arrange an interview today.

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1 min. read
J.S. Held Releases 2025 Global Risk Report Addressing Critical Risks Amid
Uncertainty featured image

J.S. Held Releases 2025 Global Risk Report Addressing Critical Risks Amid Uncertainty

On the first day of the new presidential administration in the United States, global consulting firm J.S. Held unveils its annual report focused on critical areas impacting industries and economies worldwide. Explore the 2025 J.S. Held Global Risk Report here: In an increasingly uncertain and volatile global landscape, businesses, governments, and investors face a growing array of challenges that demand immediate attention and innovative solutions. The 2025 J.S. Held Global Risk Report explores five interconnected topics that organizations must consider in managing risk and opportunity in the year ahead. These include: 1. Sustainability Investments & Headwinds: With various ESG regulations across jurisdictions and increasing scrutiny over corporate environmental and social practices, experts explore how organizations can align with evolving frameworks while driving innovation. 2. Global Supply Chain Challenges: From geopolitical conflicts to climate disruptions, the report analyzes how companies can build more resilient and sustainable supply chains. 3. Crypto & Digital Asset Intensification: As the crypto landscape transitions through regulatory shifts and technological advancements, the report highlights both the risks and opportunities for businesses and investors. 4. Artificial Intelligence, Data & Digital Regulatory Response: With Artificial Intelligence (AI) systems reshaping industries, experts examine the regulatory, ethical, and operational challenges, as well as the competitive advantages for organizations that harness this transformative technology responsibly. 5. Cybersecurity Complexities: From AI-powered cyberattacks to evolving data protection laws, the report provides insights into how organizations can safeguard operations and maintain customer trust in a rapidly shifting digital environment. The 2025 J.S. Held Global Risk Report includes an analysis of these categories of risk and actionable opportunities for companies to gain a competitive edge while addressing critical vulnerabilities. “The 25 technical, scientific, financial, and strategic advisory experts who contributed to the J.S. Held Global Risk Report have collaboratively parsed not only each risk independently but also at their unique points of intersection to create a framework to support business decision-making,” noted Greg Esslinger, Executive Vice President and Global Investigations Practice Leader. “Our experts’ deep understanding of the external factors related to the topics that keep CEOs, CFOs, COOs, CLOs, and Boards of Directors up at night drives the curated insights shared in the report and helps clients navigate risks and capitalize on emerging opportunities in the year ahead,” adds John Peiserich, Esq., Executive Vice President and Environmental, Health, & Safety Practice Leader. The depth and breadth of J.S. Held’s work in the insurance market provides a strong foundation in risk assessment, data analysis, global awareness, regulatory compliance, technological adaptability, and risk mitigation. Collectively, these skills better equip the firm’s experts to assess business risk across diverse geographies, geopolitical landscapes, compliance frameworks, and digital advancements. "In a world where uncertainty is the only constant, there is a need for something solid you can hold onto," observes J.S. Held Chief Executive Officer Jonathon Held. "Our name is our promise," he adds. "Our role as strategic advisor is emblematic of this promise, even in the face of the most daunting risks, clients have the expertise and guidance to act with confidence" "Agile, collaborative, and creative client-centric teams provide solution-forward advisory to our clients across the globe, no matter the scope or complexity of a project; the J.S. Held Global Risk Report is reflective of the trusted advisor role we have earned over the last 50 years," noted J.S. Held President and Chief Operating Officer Lee Spirer. J.S. Held's expertise in strategic advisory is built upon five decades of experience in the most rigorous venues – state, federal, and international courts – and spans more than 150 different industry segments. If you have any questions or would like to further discuss the risks and opportunities outlined in the report, please email GlobalRiskReport@jsheld.com. To connect with John Peiserich simply click on the expert's icon now. For any other media inquiries - simply contact : Kristi L. Stathis, J.S. Held +1 786 833 4864 Kristi.Stathis@JSHeld.com

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3 min. read
MEDIA RELEASE: CAA honours Waterloo Regional Police Service and School Safety Patrol program partner with Achievement Award featured image

MEDIA RELEASE: CAA honours Waterloo Regional Police Service and School Safety Patrol program partner with Achievement Award

[ Deputy Chief Jen Davis, Police Chief Mark Crowell, Catherine Conoboy WRPS SSP Program Coordinator, Deputy Chief Eugene Fenton, Leslie Rocha, CAA SCO ] CAA South Central Ontario (CAA SCO) is proudly awarding Catherine Conoboy, a civilian professional with the Waterloo Regional Police Service (WRPS), with the CAA School Safety Patrol® (SSP) Program Achievement Award for her outstanding contribution and dedication to the program. As the Corporate Events Coordinator for WRPS, Conoboy has trained CAA School Safety Patrollers for 23 years, demonstrating her unwavering dedication to student safety since 2001. As part of her passion for educating the youth in her community, Conoboy organizes an annual mass training event every September, training between 1,000 to 1,200 student Patrollers at each event. “Conoboy’s commitment to the CAA School Safety Patrol program over the past two decades has been exceptional. Her leadership, collaboration with key partners, and dedication to student safety are the cornerstones to this program’s success,” says Leslie Rocha, community program consultant at CAA SCO, “Whether organizing appreciation events or securing support from local groups or governments, her passion for student safety and community engagement shines through.” In Waterloo Region, during the 2024/2025 school year, 90 schools registered for the program – 46 more schools than in the school year prior. Together with the Student Transportation Services of Waterloo Region, Conoboy has encouraged and promoted schools to participate in SSP training. “We are extremely proud to see Catherine being honoured with an award that recognizes her exemplary work and commitment to public safety,” said Cherri Greeno, director of corporate affairs, Waterloo Regional Police Service. “Through this program, Catherine has shown her dedication and passion to building community relationships while improving the health and safety of thousands of youth within Waterloo Region.” Every year, CAA SCO recognizes community partners across Ontario with the CAA School Safety Patrol Program Achievement Award, given to a road safety advocate who embodies their commitment to the program’s mission of keeping school zones safe. “CAA always advocates for the safety of our communities and the children and pedestrians that reside within them,” says Rocha. “We continue to work alongside our community and police partners to empower elementary school students to help keep themselves safe when travelling to and from school.” The CAA School Safety Patrol program was developed in 1929 to protect, educate, and empower elementary school children on safe road-crossing practices. With more than 90 years of proven experience in teaching road safety and children’s safety in school zones, the program gives Patrollers an acute awareness of road safety and gives them the tools to help them stay safe as they travel to and from school.   To help make the program a success, Conoboy also works closely with the local bussing consortium, Waterloo Regional Police, Fire Services, and Paramedics to ensure Patrollers are trained to be safety advocates in their communities. “Year after year, Conoboy’s ability to foster these critical relationships ensures the SSP program runs smoothly and effectively,” says Rocha. Waterloo Regional Police Service has participated in the SSP program for over 30 years. Since its start, the CAA School Safety Patrol program has helped keep students safe in school zones. Every year, approximately 800 schools in Ontario participate in the CAA SSP program, which CAA SCO delivers with local partners. For more information, visit www.caaschoolsafetypatrol.com

3 min. read
SEO: Why Expertise Ranks Higher featured image

SEO: Why Expertise Ranks Higher

When the internet took off in the mid-90s, finding content wasn’t for the faint of heart. There were no directories or search engines and if you didn’t know where you wanted to go, you weren’t going very far. In the wild west of URLs, it became abundantly clear that we needed a better way to search. Yahoo brought us our first directory but in a list of websites, everyone’s content looked equal. That’s when Google stepped up to the plate. Right from the early days of search algorithms, they understood that people valued expert content and we needed a way to rank the credibility and integrity of a webpage. Drawing on his academic background, Larry Page introduced the concept that links could act like citations in a research paper. The original idea operated like a voting system; the more links, the higher the rank. While Google still places tremendous value on expertise, their algorithm for search engine optimization (SEO) has become significantly more complex. We know that it’s combination of on-page and off-page factors but at the end of the day, it boils down to delivering the quality content people are searching for. Source: Search Engine Land Give the People What They Want Today’s audiences want to build more meaningful connections with the institutions and businesses they engage, and that requires information. It’s not enough to put out an unimaginative website or tri-fold brochure. While these tactics may have worked a short time ago, traditional marketing often fails to deliver the level of detail audiences need to make purchasing decisions. From transparency to accountability, they have high expectations for organizations and the content they provide. They want to know how a product or service will uniquely work for them and how your organization aligns with their vision and values. Most of all, they need expert perspectives and proof you can deliver results. If you want to remain competitive, it’s essential to keep up with these rising demands for easy-to-find, high-quality content and secure you a key spot on Google’s SERP. Climbing the Ranks with Expertise Organizations, particularly those in knowledge-based industries (academia, consulting, professional services, medicine etc.), need to pay special attention to how Google is tuning its search algorithm to index information that is attributed to experts. Factors like quality, keyword research and freshness are all on-page tactics that help webpages improve their rank. With this in mind, here are just a few ways your experts and their content are contributing to your rank on Google: Meta-Tagging: Meta tags are snippets of text or rich media that help audiences understand what’s on your webpage from the Google SERP. To ensure they deliver the most relevant search results, both Google and YouTube have been updating their meta tagging and schema options to allow expert content to be indexed more descriptively. This includes everything from author attribution to expert answers the prestigious Rank Zero which highlights the best possible result to users at the very top of the page. Freshness: The freshness of content is correlated with content relevance, and it’s something Google highly values when ranking search. Not only will outdated employee biographies and profiles on your site negatively impact your ranking on search engines, but failing to deliver timely, relevant content on trending topics will also hold you back. By regularly updating your website with expert content, you’re showing that you’re an active contributor to that topic – building trust your audiences and increasing your rank on Google. Keywords: Google collects and indexes searches from users every day, so the richness of your keywords is critical to your search ranking. In many cases, you’ll find that expert content has a holistic way of providing information about high-searched topics in your industry. When an expert creates content, they not only include the targeted keywords, but they naturally incorporate latent semantic indexing as well which accounts for related terms. This all feeds into Google’s desire to surface the most relevant content and who better to do that than your experts. All of these factors are important considerations for improving your organic search rank. As a key driver in inbound traffic, improving your organic rank will not only increase brand awareness, but it also delivers higher-quality leads. And by sharing expert content on your digital channels, you’re showing your audiences and Google exactly what makes you an industry authority and why they should engage your business. Download The Complete Guide to Expertise Marketing For a comprehensive look at how expertise marketing benefits the entire organization and drives measurable return on investment, follow the link below to download a copy of ExpertFile’s Complete Guide to Expertise Marketing for Corporate & Professional Services, Higher Education Institutions, Healthcare Institutions or Association & Not-for-Profits.

Robert Carter profile photo
4 min. read