Overview

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 seminar program explores a wide range of topics including:

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

Early bird rates available.

 

Social Media & Digital Marketing Seminar

Date

February 20, 2020

Location

San Francisco, CA

Early Bird Rates – Until 1/17/20

  • Member $595
  • Non-Member $795
  • Regulator $350

Overview

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 seminar program explores a wide range of topics including:

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

Early bird rates available.

 

Program

8:00am – 6:15pm

Registration Desk Hours

8:00am – 8:40am

Networking Breakfast

8:40am – 8:45am

Participants

John Maurello

Speaker

John Maurello

Managing Director, Private Client Services

SIFMA

John Maurello’s Biography

8:45am – 9:15am

Participants

Clara Shih

Speaker

Clara Shih

CEO and Founder

Hearsay Systems

Clara Shih’s Biography

9:15am – 10:00am

Participants

Mike White, Erick D. McAfee, Lisa Willett

Moderator

Mike White

Chief Marketing Officer

Raymond James & Associates, Inc.

Mike White’s Biography

Panelists

Erick D. McAfee

Senior Client Partner

Twitter Inc.

Erick D. McAfee’s Biography

Lisa Willett

Industry Manager, Financial Services

Facebook Inc.

Lisa Willett’s Biography

10:00am – 10:20am

Grow Your Business Using Social Media

10:20am – 10:40am

Networking Break

10:40am – 11:40am

Participants

W. Hardy Callcott

Moderator

11:45am – 1:00pm

Networking Lunch

1:00pm – 1:20pm

Featured Speaker: Travis Smith

1:20pm – 2:10pm

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.

Participants

Steven M. Samuels, Thomas J. Hake, Johnny Laychaypha, Kelly Milligan, Elizabeth Norman, Jeff Runyan

Moderator

Steven M. Samuels

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

Merrill Lynch Wealth Management

Steven M. Samuels’s Biography

Panelists

Johnny Laychaypha

Assistant Branch Manager

Charles Schwab & Co., Inc.

Johnny Laychaypha’s Biography

Kelly Milligan

Senior Vice President, Wealth Management Advisor

Merrill Lynch Wealth Management

Kelly Milligan’s Biography

Elizabeth Norman

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

The Droster Team, RBC Wealth Management

Elizabeth Norman’s Biography

Jeff Runyan

Chief Executive Manager

Runyan Capital Advisors, Wedbush

Jeff Runyan’s Biography

2:10pm – 2:50pm

Participants

Kabir Sethi, Kevin P. Adams, Dan Nadir, Emery Skolfield

Moderator

Kabir Sethi

Managing Director, Head of Digital Wealth Management

Merrill Lynch Wealth Management

Kabir Sethi’s Biography

Panelists

Kevin P. Adams

Senior Vice President of Wealth Management Technology

Raymond James & Associates

Kevin P. Adams’s Biography

Dan Nadir

Vice President of Digital Risk and Compliance

Proofpoint, Inc.

Dan Nadir’s Biography

Emery Skolfield

General Partner and Principal, Marketing

Edward Jones

Emery Skolfield’s Biography

2:50pm – 3:10pm

Networking Break

3:10pm – 3:50pm

FinTech Regulation Panel

3:50pm – 4:30pm

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.

Participants

Greg Ruppert, Brita Bayatmakou, Craig Byrkit

Moderator

Greg Ruppert

Senior Vice President – Financial Crimes Risk Management

Charles Schwab & Co., Inc.

Greg Ruppert’s Biography

Panelists

Brita Bayatmakou

Managing Director of Financial Intelligence Unit, Financial Crimes Compliance Group

Charles Schwab & Co., Inc.

Brita Bayatmakou’s Biography

Craig Byrkit

Department Leader, Information Systems Threat and Vulnerability Department and Cyber Risk Management Department

Edward Jones

Craig Byrkit’s Biography

4:30pm – 5:10pm

Participants

Kevin Kozuszek, Joseph DeRoss, Lisa F. Turley

Panelists

Joseph DeRoss

Executive Director, Head of Field Marketing, Wealth Management

Morgan Stanley

Joseph DeRoss’s Biography

Lisa F. Turley

Senior Vice President, Advisor Marketing

Raymond James Financial, Inc.

Lisa F. Turley’s Biography

Venue

The Schwab Conference Center

211 Main Street
San Francisco, CA 94105

Hotel Accommodations

SIFMA has reserved a block of rooms at the Marriott Marquis San Francisco. Rates will start at $199 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://book.passkey.com/event/49976549/owner/628/home

Please note that the group rates are good through January 22, 2020, 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

Media Inquiries
Contact Evan Grogan at 212.313.1134

Media Registration
Contact Evan Grogan at 212.313.1134

Policy
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. View our Code of Conduct and anonymous incident report form.

Substitutions
Conference registration substitutions are welcome. Email SIFMA Conferences 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.

Cancellations
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.