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5.22.14 FinancialSocialBusiness Philadelphia Banne

Agenda

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    • Thursday, June 12, 2014
    •  
      1:00 PM  -  1:30 PM
      Registration & Networking
      1:30 PM  -  1:40 PM
      Introduction by:
      Steve Etzler, CEO & Founder, Business Development Institute
      1:40 PM  -  2:00 PM
      Presentation: Social Media “Strategery”
      Presented by: Robert Fulcher, Director of Editorial, Prudential Life Insurance Company
      As an industry, it often feels as if we’re still trying to figure out how to make social media more than just a “me too” tactic. A few strategic considerations can help drive a more effective approach and create greater impact overall.
      2:00 PM  -  2:20 PM
      Presentation: Social Media @ Lincoln Financial Group: It’s All About Collaboration
      Presented by: Michael Arcaro, VP and Head of Corporate Communications, Lincoln Financial Group
      Lincoln Financial Group leads a robust social media strategy across Facebook, Twitter, LinkedIn and YouTube. A core tenet of the strategy is collaboration across the organization that helps drive integrated content, customer service response, crisis communications and engagement. Michael Arcaro, vice president and head of Corporate Communications for Lincoln Financial, will share perspective on the company’s approach.
      2:20 PM  -  2:40 PM
      Break
      2:40 PM  -  3:00 PM
      Introduction by:
      Patricia McCrossan, President-Elect, Philadelphia Capter of the American Marketing Association
      3:00 PM  -  3:20 PM
      Presentation: Leveraging Social Business Amid The Changing Regulatory Landscape
      Presented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
      Learn how the latest forms of electronic communications can help your firm become a social business. Hear case studies that show how social media is being used by Financial Advisors and others to build awareness, attract leads and generate revenues. Learn about the rapidly evolving regulatory landscape and gain an understanding how your firm can use social tools effectively while complying with these rules and regulations.
      3:20 PM  -  3:40 PM
      Presentation: Why Social Media is no longer a want, but a NECESSITY
      Presented by: Lisa Barksdale, VP, Corporate Compliance Group Manager, US Privacy Office, TD Bank
      Banks truly want to get involved in all aspects of social media but the fear of not complying with US regulatory agencies is a major concern. So, how are financial institutions dealing with the necessity of social media?

      3:40 PM  -  4:00 PM
      Break
      4:00 PM  -  5:00 PM
      Panel Discussion and Q&A
      • Michael Arcaro, VP and Head of Corporate Communications, Lincoln Financial Group
      • Lisa Barksdale, VP, Corporate Compliance Group Manager, US Privacy Office, TD Bank
      • Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
      • Robert Fulcher, Director of Editorial, Prudential Life Insurance Company
      • Graham Wall, Financial Services Lead, North America, Brandwatch
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