Case Study: The Six Essential Principles for Social Media Success in Financial Services FirmsPresented by: Joanna Belbey, Social Media and Compliance Specialist, Actiance, IncThis session describes how to incorporate social media into client relations, sales, and extended marketing programs. The six basic principles that are essential for the success of any social media program will be covered, including how financial service firms can adopt these principles to achieve their own social media success.Case Study: Mobile’s Role in an Integrated Marketing CampaignPresented by: Chris Causey, VP, Mobile Services Manager, BBVA CompassConnecting to customers is hard to do especially in today’s fast pace world. The one item every customer has with them is their phone. Using a mobile strategy in an integrated marketing campaign can make the difference between success and failure. This discussion will provide you with some important tips when integrating a mobile strategy into your marketing campaign.
Joanna Belbey, Social Media and Compliance Specialist, Actiance, IncBio: Joanna specializes in helping regulated firms use social media while complying with rules and regulations. Joanna joined Actiance after running a compliance training firm for several years. She led delivery for educational programs at FINRA (Financial Industry Regulatory Authority) for six years. Joanna came to FINRA with 15 years of experience consulting with C-Level executives to develop marketing strategy for educational programs for the financial services industry. She is a member of Financial Women’s Association (FWA) Communications and Digital Media Committee, is pursuing a Film and Production Certificate at New York University, enjoys gathering thought leaders together to speak on hot topics and splits her time with her husband, Jerry between Jersey City and Ocean Grove, NJ.Chris Causey, VP, Mobile Services Manager, BBVA Compass Bio: Chris oversees BBVA Compass’s mobile development for products and services. BBVA Compass’s Mobile Services has been mentioned in PC Magazine as one the up and coming mobile technologies to watch (March 2012). He joined BBVA Compass in 2004 and brings over 14 years of product application development experience. Before joining BBVA Compass, he was a consultant to various businesses. He also has experience working with large data MIS companies such as Equifax, TransUnion, Experian, Aon, and Hewitt Associates. Mr. Causey has spoken at many industry events including, Mobile Financial Services Congress, mCommerce Summit at the New York Stock Exchange, Global Concepts Cash Management Forum. Chris received an MBA, MS and BS from the University of Central Florida.Koa Van (David) Chung, Senior Compliance Officer - Sales and Marketing Practices Compliance, Legal & Compliance Department, ING Investment Management – U.S.Bio: Since January 2010, David Chung is the Senior Compliance Officer managing the Sales & Marketing Practices Compliance team for ING Investment Management – U.S., an investment subsidiary of the Netherlands banking group ING. As of December 31, 2011, ING IM US manages $166 billion in assets for institutions and individual investors worldwide. He is responsible for ensuring firm compliance with SEC and FINRA regulations in connection with its sales and marketing activities in the United States and certain foreign jurisdictions. Prior to ING IM, Mr. Chung was the Head of Global Sales & Marketing Compliance for the investment management firm of AllianceBernstein L.P. from 2004 to 2009. Previously, he also held a marketing compliance position at the investment pension firm of TIAA-CREF from 2002 to 2004. Earlier in his career, David worked in various sales, product development, e-commerce and business analytical roles for JP Morgan Chase, Citigroup and TD Ameritrade. Mr. Chung received his M.A. in International Relations from Salve Regina University, an M.B.A. in Marketing Management from Manhattan College and his B.A. in Interdisciplinary Liberal Arts Studies from The City College, The City University of New York.Marcy Cohen, VP Social Media and Influencer Engagement, MasterCard WorldwideBio: Marcy Cohen has recently joined MasterCard Worldwide as VP social media and influencer engagement. Previously she was head of Social Media at Sony Electronics Inc. In this role she led a team in developing and executing digital and social media initiatives for new product introductions, corporate brand initiatives and major trade shows; managed influencer relationships within the personal technology community; developed a measurement strategy tied to analytics; and guided blog content. She was also a member of the leadership team developing social media guidelines and a unified strategy on a global level. Cohen's experience also includes managing Sony's corporate PR strategy including its 30 Sony stores and e-commerce site. She also handled media relations for the C-suite, conducted quarterly media roundtables, media training, developed positioning statements and Q&A documents and managed crisis communications. Kevin Darlington, SVP, Digital Products, HNW, Inc.Bio: Kevin oversees HNW’s digital products business, responsible for development and growth of our proprietary SaaS suite of tools. In addition to ensuring that the products are properly aligned with evolving market needs, he manages HNW’s relationships with key enterprise software clients. Kevin brings to his position more than 12 years of product marketing and strategic marketing communications experience, specializing in the financial services space. Before joining HNW, he was a senior account supervisor at Citigate Worldwide, managing client relationships for key investor relations and advertising accounts, including the CFA Institute, Schroders, BlackRock, CEMEX and Atlantic Trust Private Wealth Management.Debbie Dreher, Founder, Think Again MediaBio: Founder of Think Again Media, a hybrid production and creative services company that helps brands communicate through short, documentary style films, Debbie has worked in advertising and film for the last fifteen years. Think Again views video content as the centerpiece of multi-platform marketing campaigns, and believes that a well-crafted story connects brands and customers on an emotional and visceral level. The firm has been recognized for its work in financial services marketing by the FCS Portfolio Awards and the MFEA. Clients include T. Rowe Price, Calvert Investments, Brown Advisory, American University and more.Glen Gilmore, CEO, Gilmore Business NetworkBio: Ranked 7th on Forbes' list of "Top 50 Social Media Power Influencers", Glen Gilmore is an attorney, social media strategist, and adjunct professor of Digital Marketing, Crisis Communications and Social Media Law at Rutgers. He provides customized digital marketing training to members of the Fortune 500. His thoughts on social media marketing have been quoted by CNN, MSNBC, Reuters, Politico and others. He may be found on Twitter at: @GlenGilmore @FinancialSM and @SocialMediaLaw1Scott Gulbransen, Director of Social Media, H&R BlockBio: As the Director of Social Media at tax giant H&R Block, Scott Gulbransen recently returned to the tax business after previously spending 10 years at rival Intuit working on the TurboTax & Quicken brands. He brings 16 years as a marketing communications professional, and 11 tax seasons, with him to H&R Block and is responsible for the launch of many key social initiatives at Intuit before leaving in 2010. A strategic thinker and business problem solver, Gulbransen has worked for some of the world’s top brands including TurboTax, Sony Online Entertainment, and Applebee’s.Tom Hynes, Manager, Blogger Relations, PR NewswireBio: Thomas Hynes is PR Newswire's Manager of Blogger Relations. He has launched PR Newswire for bloggers, a site dedicated to connecting PR Newswire's content and services to the blogosphere. He also manages PR Newswire's Tumblr presence and helps to manage their Twitter presence. The panel he co-wrote, "Vetting in the Age of Social Media", was presented during the 2012 SXSW interactive conference. Over the course of the last year, Thomas has hosted webinars on behalf of PR Newswire. He has also identified and reviewed the top bloggers across nearly a dozen industries. Thomas lives in New York City and maintains his own blog about biking in New York City.Adam Reinebach, EVP, Marketing Services, SourceMediaBio: As EVP of Marketing Services, Adam is responsible for setting the strategic direction and managing the profitability and day-to-day operations of what functions as SourceMedia‚s inside ad agency. The Marketing Services group handles over 500 projects a year for an elite group of financial services clients, ranging from research and lead generation to custom content and digital solutions. Based on his prior positions managing sales, marketing, editorial and technology, Adam brings a unique skill set to marketing services. Currently he also manages the inside sales effort for subscriptions and events as well as circulation marketing. Prior to this role, Adam ran business development and technology, and he began his career at SourceMedia in 2006 as the Group Publisher for the Capital Markets Group, where he launched several M&A products and transitioned a number of print products online, among other accomplishments. Prior to SourceMedia, Adam was a Vice President at Thomson Financial, where his responsibilities included serving as publisher of the private equity group and running the research and data group at Venture Economics. Adam started his financial services career as a reporter for Investment Dealers' Digest, where he covered capital markets and helped launch the Deals of the Year program. Previously, Adam was a reporter at a daily newspaper in Jersey City, NJ. He is a graduate of Rutgers University and lives in New Jersey with his wife and three children. Michal Shapira, Associate VP, Digital Marketing, The Wall Street Journal Digital Network Bio: Michal Shapira currently runs Digital Marketing for The Wall Street Journal Digital Network (“WSJDN”). In this role, she oversees Sales Development, Client Services and Creative Services teams who collectively develop and execute integrated marketing programs for advertisers on WSJ, Barron’s, MarketWatch, SmartMoney and AllThingsDigital. These programs span across multiple platforms including Web, Mobile, Video, Social Media and Emerging Media. Prior to WSJDN, Ms. Shapira served as the Executive Director and head of Condé Nast Studio - an in-house creative agency that supported all 20 Condé Nast magazines and 8 digital-only properties. Ms. Shapira’s work has earned her many industry awards and accolades. Most recently, her team at Condé Nast received the 2011 MIN Best of the Web Award for Digital Team of the Year as well as the Ad Age Media Vanguard Award for their innovative iPad work. Ms. Shapira has spoken at many industry events including Ad-Tech, OMMA, Doug Weaver’s Upstream Seller Forum and the AICP Conference as well as regularly at NYU. She currently resides on the Upper West Side of Manhattan with her husband and two sons. Greg Shove, Founder and CEO, SocialChorusBio: Gregory Shove is the founder and CEO of SocialChorus, a Social Influencer Relationship Marketing software and services company. Prior to SocialChorus, Gregory was an active investor in both private and public companies, with a focus on consumer segments. He also co-founded 2Market, a Silicon Valley start-up that pioneered the development of interactive shopping (acquired by America Online in 1995). Prior to 2Market, Shove held positions at Digital Equipment Corp and Sun Microsystems. He graduated as a Sloan Fellow from Stanford University’s Graduate School of Business in 1993, and holds a B.A. in Economics from the University of Western Ontario.John Siracusa, Board Member, New Jersey Bank Marketing Association & President / CEO, mOSa eBank Marketing ServicesBio: Mr. Siracusa is the President/CEO of mOSa eBank Marketing Services. mOSa eBank Marketing Services has developed many products and services for banks to effectively gain market and wallet share through engaging social media campaigns, relevant search engine marketing campaigns and creating websites that effectively convert web searchers to banking clients. Mr. Siracusa has spoken with over 500 banks and spoken at many major bank events. He personally works with many banks to help develop effective online marketing and branding campaigns to help those banks accomplish their online and offline growth goals. He currently is the VP of Communications and board member for the PennJerDel Bank Marketing Association, sits on the PR & Marketing, Compliance & CRA, and the Operations & Technology committees for the NJ Bankers Association, is a Center for Financial Training social media trainer, and is a board member of the NJ Bank Marketing Association. Joyce Sullivan, Chief Digital Strategist, Financial Women's AssociationBio: Joyce Sullivan is on the advisory board of the Financial Women's Association (FWA) and serves as their Chief Digital Strategist. Ms. Sullivan is a sought after speaker on the convergence of social media and ‘call-to-action’ in the financial services industry and has appeared on the national broadcast “Wall Street Week with Maria Bartiromo” With over 20 years experience as a VP with firms including, Citi, Credit Suisse, JPMorgan Chase, and Wells Fargo/First Fidelity, Ms. Sullivan brings a seasoned industry perspective and experience to the emerging world of social media. She holds an MBA from Baruch College, CUNY in International Finance, BA in Education from Saint Joseph College, CT and a PMP from Project Management Institute.Aneel Tejwaney, SVP, Technology, SourceMediaBio: As as SVP of Technology, Aneel is responsible for strategic and tactical side of technical implementations company wide. Currently the group manages over 30 web sites using multiple platforms and digital initiatives including mobile website and mobile app development. He also manages technology operations department as well as internal technology projects supporting SalesForce CRM, company wide security (ISO based standards) and Enterprise wide data management applications. Previously, Aneel came from management consulting background with extensive systems development, management, P&L, and sales experience in many operating environments, industries, and geographies. He has broad knowledge and implementation experiences using management best practices, information architectures and issue/risk management strategies with on-shore / off-shore resource mix models. David St. John Tradewell, Commercial Director, EconsultancyBio: David has been an advertising, marketing and media professional since the early 1990’s and has more than 15 years experience in digital marketing. Starting his career in regional publishing and commercial radio he then moved to News International, where he was Interactive Advertising Manager for the Times Supplements Group. In 1999 he joined the first major global search engine, AltaVista where he created, negotiated and delivered online advertising programmes for leading global consumer and b2b brands. He was then a founding manager of the UK’s number 1 search and social media specialists, Spannerworks where he headed business development and built relationships with many of the world’s largest brands. After the acquisition of the firm by iCrossing. David stayed on as their Head of Business Development for Europe. After the sale of iCrossing to the Hearst Corporation, David left to set up his own digital marketing consultancy, DST Media and worked as a trainer for digital marketing experts Econsultancy before recently joining them full-time as their Commercial Director for North America. David has worked with dozens of Fortune 500 and government organisations worldwide, including Coca Cola, Google, Toyota, eBay, GlaxoSmithKline, HSBC, Zurich, Virgin, Microsoft, Oracle, Hewlett Packard and Pfizer. Dan Wiegand, Senior Analyst, Consulting Services, Head, Mobile Research, Corporate Insight Bio: Dan is a senior analyst on Corporate Insight's Consulting Services team and heads the firm’s mobile finance research efforts. He joined Corporate Insight in 2006 after graduating from Harvard University. Dan has performed extensive research in the mobile space, authoring multiple studies that examine mobile finance leaders and best practices across the financial services industry. Earlier this year, Dan helped launch Corporate Insight’s flagship mobile research service, Mobile Monitor, which continuously tracks the mobile resources offered by leading financial institutions across the industry. Jeffrey Zack, Senior Managing Director, RF|BinderBio: Jeffrey Zack manages strategic communications programs for RF|Binder’s financial services clients. He has more than two decades of experience in corporate and crisis communications, public relations and business journalism. Throughout his career, Jeff has been immersed in the issues and challenges facing financial services companies. As a reporter and editor, he covered the big stories in banking, from industry consolidation and regulatory change to information technology. As an in-house communications advisor at a Big Four firm, he provided corporate reputation and crisis communications support during a period of intense public and regulatory scrutiny. As an agency PR counselor, Jeff develops and executes communications programs that build and strengthen corporate brands, protect corporate reputations and enhance shareholder value. Jeff holds a B.A. from Carleton College and a M.S. from the Columbia University Graduate School of Journalism.
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