About the course
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!
8:00AM – 6:15PM
Registration Desk Hours
8:00AM – 8:40AM
8:40AM – 5:15PM
- Toggle General Session Audio Visual
- Sponsored by FMG Suite
8:40AM – 8:45AM
Toggle Welcome Remarks
8:45AM – 9:15AM
Toggle Social Selling ROI Across the Client Journey
9:15AM – 10:00AM
Toggle How will new social media trends influence the future of our industry? A conversation with leaders from Silicon Valley
Mike White, Erick D. McAfee, Jeremy Schmidt, Lisa Willett
10:00AM – 10:20AM
Toggle Grow Your Business Using Social Media
10:20AM – 10:40AM
10:40AM – 11:40AM
Toggle Compliance Questions and Challenges
Social media and digital marketing is subject to extensive laws and regulations many of which were never intended to regulate digital interactions. This panel will cover the existing SEC and…
W. Hardy Callcott, Grace Ang, Amy C. Sochard
11:45AM – 12:55PM
12:55PM – 1:00PM
Toggle Afternoon Opening Remarks
1:00PM – 1:20PM
Toggle Digital Lead Generation: Targeting the Right Prospects Online
1:20PM – 2:10PM
Toggle Financial Advisor Panel
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.
Steven M. Samuels, Thomas J. Hake, Johnny Laychaypha, Kelly Milligan, Beth Norman, Jeff Runyan
2:10PM – 2:50PM
Toggle Fintech and Artificial Intelligence in Private Wealth Management
Kabir Sethi, Kevin P. Adams, Dan Nadir, Emery Skolfield
2:50PM – 3:10PM
3:10PM – 3:50PM
Toggle RegTech for Compliance and Surveillance
This panel will cover the various forms of technology that firms use to enhance compliance and surveillance of electronic communications, including how and when firms decide to use third party…
Iain Duke-Richardet, Stephanie Gayden
3:50PM – 4:30PM
Toggle Cyber Risk Trends in Social Media
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…
Greg Ruppert, Brita Bayatmakou, Craig Byrkit
4:30PM – 5:10PM
Toggle Marketing Panel
Content is Key: Creating and distributing a content-driven strategy across multiple platforms.
Kevin Kozuszek, Dave Christensen, Joseph DeRoss, Lisa F. Turley, Jen Zimmerman
5:10PM – 6:15PM
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.
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.