| 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
- 8:50 AM |
Presentation: Michal Shapira, Assoc VP, Digital Marketing, The Wall Street Journal Digital Network
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| 8:50 AM
- 9:15 AM |
Case Study: Servicing Clients on iPad & Tablet Apps.
Presented by: Dan Wiegand, Senior Analyst, Consulting Services, Head, Mobile Research, Corporate Insight
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| 9:15 AM
- 9:40 AM |
Case Study: Compliance Considerations in Social Media Initiatives
Presented by: Koa Van (David) Chung, Senior Compliance Officer - Sales and Marketing Practices Compliance, Legal & Compliance Department, ING Investment Management – U.S.
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| 9:40 AM
- 10:05 AM |
Case Study: How to Make a 54 Year Old Brand Relevant to A New Generation
Presented by: Scott Gulbransen, Director of Social Media, H&R Block
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| 10:05 AM
- 10:25 AM |
Break
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| 10:25 AM
- 10:50 AM |
Case Study: The Six Essential Principles for Social Media Success in Financial Services Firms
Presented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc
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| 10:50 AM
- 11:15 AM |
Case Study: Mobile’s Role in an Integrated Marketing Campaign
Presented by: Chris Causey, VP, Mobile Services Manager, BBVA Compass
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| 11:15 AM
- 11:40 AM |
Case Study: The Evolution of the Corporate Blog
Presented by: Jay Mandel, Leader, Global Digital Marketing, MasterCard
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| 11:40 AM
- 12:00 PM |
Break
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| 12:00 PM
- 12:30 PM |
Roundtable Session 1
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