Social Media & Digital Marketing Seminar

Securities Industry and Financial Markets Association

Securities Industry and Financial Markets Association


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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

Networking Breakfast

8:40AM – 5:15PM

  • Toggle General Session Audio Visual
  • Sponsored by FMG Suite

8:40AM – 8:45AM

Toggle Welcome Remarks


John Maurello

8:45AM – 9:15AM

Toggle Social Selling ROI Across the Client Journey


Clara Shih

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


Jayme LaCour

10:20AM – 10:40AM

Networking Break

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

Networking Lunch

12:55PM – 1:00PM

Toggle Afternoon Opening Remarks


Melissa MacGregor

1:00PM – 1:20PM

Toggle Digital Lead Generation: Targeting the Right Prospects Online


Travis Smith

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

Networking Break

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

Networking Reception


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.

Social Media & Digital Marketing Seminar at Securities Industry and Financial Markets Association

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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

During Finance courses, you will get acquainted with a huge number of financial analyst tools and learn how to work with them. So, you will learn how to make and analyze financial reporting, calculate the main financial indicators of the company and ...

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A large part of the courses provides basic information so the students are not required to have any IT qualifications before enrolling. Most of the IT learning programs are also broken down into specific areas of interest, such as systems analysis, a...

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During Marketing courses, you will learn how to develop a business idea and create the right website to promote your product. You will gain the skills to analyze your business performance and make key decisions that improve the efficiency of your bus...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

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