Social Media & Digital Marketing Seminar


February 21, 2019


San Francisco, CA


Join the leading names in social media and experts in wealth management for an industry discussion on the best practices, compliance considerations and latest developments in the use of digital communications platforms.

The #SIFMAsocial program explores how we serve our clients and features a wide range of topics including:

  • New trends in social, mobile and digital advice
  • Regulatory requirements and compliance
  • Artificial intelligence
  • Content-driven strategies across multiple platforms
  • Cyber risk in social media
  • And more!

Featured Speakers


8:00am – 6:00pm

Registration Desk Hours

8:00am – 8:45am

Sponsored by Proofpoint, Inc.

Sponsored by Proofpoint, Inc.

8:45am – 8:50am


John Maurello


John Maurello

Managing Director, Private Client Services


John Maurello’s Biography

8:50am – 9:15am


Donna Prlich


Donna Prlich

Chief Business Officer

Hearsay Systems

Donna Prlich’s Biography

9:15am – 10:00am


Steven M. Samuels, Erick D. McAfee, Kris Wiig, Lisa Willett


Steven M. Samuels

Managing Director, Head of FA Programs, Recognition and Strategy Integration

Merrill Lynch Wealth Management

Steven M. Samuels’s Biography


Erick D. McAfee

Senior Client Partner

Twitter Inc.

Erick D. McAfee’s Biography

Kris Wiig

Senior Account Executive, Enterprise Sales – Sales Solutions


Kris Wiig’s Biography

Lisa Willett

Industry Manager, Financial Services

Facebook Inc.

Lisa Willett’s Biography

10:00am – 10:25am


Kevin Darlington


Kevin Darlington

Vice President, Product Development

Broadridge Advisor Solutions

Kevin Darlington’s Biography

10:25am – 10:45am

Networking Break

10:45am – 11:45am


W. Hardy Callcott, Grace Ang, Stephen Bard, Deep Kingra, Thomas M. Selman



Grace Ang

Executive Director, IT Contracting & Shared Services Legal


Grace Ang’s Biography

Stephen Bard

Senior Vice President, WIM Director of Social Media & Communications Compliance

Wells Fargo Clearing Services, LLC

Stephen Bard’s Biography

Deep Kingra

Customer Success Manager & Compliance Specialist

Hearsay Systems

Deep Kingra’s Biography

Thomas M. Selman

Executive Vice President, Regulatory Policy and Legal Compliance Officer


Thomas M. Selman’s Biography

11:45am – 1:00pm

Sponsored by Yext

Sponsored by Yext

1:00pm – 1:20pm


Lisa Kidd Hunt


Lisa Kidd Hunt

Executive Vice President, International Services

Charles Schwab & Co., Inc.

Lisa Kidd Hunt’s Biography

1:20pm – 2:20pm

This panel of experienced financial advisors will discuss some of their most successful social media and digital marketing strategies for enhancing communication with clients and prospects.

This panel of experienced financial advisors will discuss some of their most successful social media and digital marketing strategies for enhancing communication with clients and prospects.


Mike White, Joshua M. Bradburn, Lisa Detanna, Darla Kashian, Lisa Kent, Meron Yemane


Mike White

Chief Marketing Officer

Raymond James & Associates, Inc.

Mike White’s Biography


Joshua M. Bradburn

Vice President - Financial Consultant

Charles Schwab & Co., Inc.

Joshua M. Bradburn’s Biography

Lisa Detanna

Managing Director, Senior Vice President, Investments

Raymond James & Associates, Inc.

Lisa Detanna’s Biography

Darla Kashian

Senior Vice President - Financial Advisor, Portfolio Manager – Portfolio Focus

RBC Wealth Management

Darla Kashian’s Biography

Lisa Kent

Senior Vice President-Investments and Wealth Management Advisor

Merrill Lynch Wealth Management

Lisa Kent’s Biography

Meron Yemane

Associate Vice President, Family Wealth Advisor

Morgan Stanley Wealth Management - Rockville Bridge Group

Meron Yemane’s Biography

2:20pm – 3:00pm


Sara Castellanos, Shane Closser, Raj Rikhy, Kabir Sethi



Shane Closser

Head of Industry/General Manager for Financial Services


Shane Closser’s Biography

Raj Rikhy

Data Science and Deep Learning Product Manager

IBM Watson

Raj Rikhy’s Biography

Kabir Sethi

Managing Director, Head of Digital Wealth Management

Merrill Lynch Wealth Management

Kabir Sethi’s Biography

3:00pm – 3:20pm

Networking Break

3:20pm – 3:40pm


M. Owen Donley III


M. Owen Donley III

Chief Counsel, Office of Investor Education and Advocacy

U.S. Securities and Exchange Commission

M. Owen Donley III’s Biography

3:40pm – 4:20pm

This panel will focus on cyber risk trends in Social Media, and how firms can identify and mitigate their risks and protect clients against cyber threats, fraud, and data loss…

This panel will focus on cyber risk trends in Social Media, and how firms can identify and mitigate their risks and protect clients against cyber threats, fraud, and data loss with a focus on best practices and security technology.


Greg Ruppert, Dan Nadir, Donna Peterson, Jeffrey Tricoli


Greg Ruppert

Senior Vice President – Financial Crimes Risk Management

Charles Schwab & Co., Inc.

Greg Ruppert’s Biography


Dan Nadir

Vice President of Digital Risk and Compliance

Proofpoint, Inc.

Dan Nadir’s Biography

Donna Peterson

Supervisory Special Agent

Federal Bureau of Investigation (FBI)

Donna Peterson’s Biography

Jeffrey Tricoli

Senior Vice President, Business & Cyber Resiliency Program

Charles Schwab & Co., Inc.

Jeffrey Tricoli’s Biography

4:20pm – 5:00pm


Kevin Kozuszek, Jason Coots, Whitney Patton, Sharif Renno, Natalie A. Svider



Jason Coots

Vice President Marketing for Individual Advisory Services (IAS)


Jason Coots’s Biography

Whitney Patton

Director, Enterprise Sales, Financial Services


Whitney Patton’s Biography

Sharif Renno

Vice President, Social Media


Sharif Renno’s Biography

Natalie A. Svider

Senior Vice President & Communications Director

Wedbush Securities

Natalie A. Svider’s Biography

5:00pm – 5:05pm


Melissa MacGregor


Melissa MacGregor

Managing Director and Associate General Counsel


Melissa MacGregor’s Biography

5:05pm – 6:00pm

Sponsored by Hootsuite

Sponsored by Hootsuite


The Schwab Conference Center

211 Main Street
San Francisco, CA 94105

Hotel Accommodations

SIFMA has reserved a block of rooms at the Grand Hyatt San Francisco. Rates will start at $315 per night and are quoted exclusive of applicable room tax, applicable service/hotel-specific fees or other miscellaneous taxes.

Please make your booking through the following link: https://www.hyatt.com/en-US/hotel/california/grand-hyatt-san-francisco/sfous?corp_id=G-BFIN.

Please note that the group rates are good through January 30th, but rooms are limited and only available on a first-come, first-served basis–they may sell out early! Once the block is sold out, the hotel’s market price applies regardless of the date booking. Make sure to confirm all cancellation policies and forfeiture of deposits directly with the hotel when booking your reservation.


Media Inquiries
Contact Evan Grogan at 212.313.1134

Media Registration
Contact Evan Grogan at 212.313.1134

View SIFMA’s official press policy.

Terms and Conditions

Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. SIFMA defines inappropriate behavior as any possible illegal conduct, verbal or physical abuse of any type, use of derogatory or discriminatory language, gestures or actions, unwanted invasions of privacy, any form of harassment, racism, sexism, or any other targeted comments which are intended to cause personal offense to another participant either in-person at the event or through social media channels, or the violation of any local, state, or federal laws or regulations.

If you are involved in or witness an incident at a SIFMA meeting or event that violates this Code of Conduct, please use this anonymous incident report form to let SIFMA know immediately. Please provide as much information as possible about the incident so that we can make a proper investigation. Any violations of law should be reported to law enforcement authorities.

SIFMA will investigate any reported incidents swiftly and confidentially if possible. SIFMA, at our discretion, may act on any reports of inappropriate behavior, including but not limited to removing a participant from the meeting or event and/or bar that person from attending future SIFMA meetings or events. SIFMA shall not refund any money paid for such attendee to attend the meeting or event, or for any travel expenses incurred to attend.

Attendee Roster
For your name to be included in the Attendee Roster, your completed registration form and payment must be received no later than two weeks prior to the event. Registrations received after that time will not be included in the Roster.

Conference registration substitutions are welcome. Email [email protected] with the following information and we will confirm the change: original registrant’s full name, substitute registrant’s full name, mailing address, title, phone and email.

Refunds will be granted for cancellations made three weeks prior to the start of the event. All cancellation requests are subject to a $100 processing fee and must be made in writing.