| 8:00 AM
- 8:30 AM |
Registration & Networking Breakfast
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| 8:30 AM
- 8:35 AM |
Introductory Comments
Steve Etzler, Founder and CEO, Business Development Institute
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|
| 8:35 AM
- 8:45 AM |
Introductory Comments
Bradley Smith, Director - Marketing, PR Newswire - Vintage Filings
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| 8:45 AM
- 9:10 AM |
Keynote Case Study: Embracing the Digital Journey
Presented by: Kim Sharan, President – Financial Planning and Wealth Strategies, Chief Marketing Officer, Ameriprise Financial
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| 9:10 AM
- 9:35 AM |
Case Study: Leveraging the Power of People and Ideas to Set the Brand Apart
Presented by: Matthew Alsted, Vice President, Channel Marketing and Brand Strategy, Calvert Investments
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|
| 9:35 AM
- 9:40 AM |
Introductory Comments
Susan Harper, President, Financial Women's Association of New York
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| 9:40 AM
- 10:05 AM |
Case Study: Six Principles for Social Success in Financial Services
Presented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
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| 10:05 AM
- 10:25 AM |
Break
|
|
| 10:25 AM
- 10:50 AM |
Case Study: Citi: Bringing Community Back to Banking
Presented by: Frank Eliason, Senior Vice President of Social Media, Citi
|
|
| 10:50 AM
- 11:15 AM |
Case Study: Social Evolution: From the Social Helpdesk to True Social Marketing
Presented by: Jeff Jordan, Senior Executive Global Alliances, Adobe Social
|
|
| 11:15 AM
- 11:40 AM |
Case Study: Building a Purposeful Social Network by Deutsche Bank
Presented by: John Stepper, Managing Director, Deutsche Bank
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| 11:40 AM
- 12:00 PM |
Break
|
|
| 12:00 PM
- 12:30 PM |
Roundtable Session 1
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Overcoming Compliance Challenges to Social Media
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Creating Effective Content Marketing Strategies
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Wealth Management & Social Communications
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Measuring & Monitoring Financial Social Comm
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B2B Social Comm Strategies in Financial
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Integrating Social into your Marketing Plan
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|
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How to Organize your Team for Social
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How to Manage Crisis in the Age of Social Media
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Social Media & Brand Reputation Management
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|
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Mobile Financial Services meets Social Media
|
|
|
Improve Sales & Distribution Performance via Social
|
|
|
Overcoming Compliance Challenges to Social Media
|
|
|
Creating Effective Content Marketing Strategies
|
|
|
Wealth Management & Social Communications
|
|
|
Measuring & Monitoring Financial Social Comm
|
|
|
B2B Social Comm Strategies in Financial
|
|
|
Integrating Social into your Marketing Plan
|
|
|
How to Organize your Team for Social
|
|
|
How to Manage Crisis in the Age of Social Media
|
|
|
Social Media & Brand Reputation Management
|
|
|
Mobile Financial Services meets Social Media
|
|
|
Improve Sales & Distribution Performance via Social
|
|
