Social Media & Digital Marketing Seminar 2018 | Securities Industry and Financial Markets Association (SIFMA) | 22 February 2018 | The Schwab Conference Center, 211 Main Street San Francisco, CA 94105, USA

SIFMA’s Social Media Seminar is the leading forum for Business, Marketing and Compliance professionals in Wealth Management to explore how to maximize the use of social media platforms while adhering to an ever-changing compliance framework.

The 2018 program will feature discussions with the leading names in social media and experts in financial services. Panelists and speakers will examine marketing, business, and practitioner experiences as well as ways to address the myriad of legal and compliance issues faced by a heavily regulated industry. As we plan for the 2018 seminar, view the 2017 program.

2018 Speakers

John Maurello
Managing Director, Private Client Group, SIFMA

Clara Shih
CEO and Founder, Hearsay Systems

Steven M. Samuels
Managing Director, Client Segments and Advisor Development, Merrill Lynch Wealth Management

Ken Johnston
Industry Manager, Financial Services, Facebook, Inc.

Erick D. McAfee
Senior Client Partner, Twitter Inc.

Menaka S. Thillaiampalam
Senior Manager, Head of North America Marketing, LinkedIn Marketing Solutions Financial Services

Lisa Kidd Hunt
Executive Vice President, Business Initiatives, Charles Schwab & Co., Inc.

W. Hardy Callcott
Partner, Sidley Austin LLP

Robert Innes
Vice President and Associate General Counsel, Charles Schwab & Co., Inc.

Thomas M. Selman
Executive Vice President, Regulatory Policy and Legal Compliance Officer, FINRA

Nubiaa Shabaka
Global Head of Cybersecurity and Information Security Legal and North America Head of Privacy and Data Protection Legal, Morgan Stanley

Richard J. Franchella
Managing Director and Complex Manager, Morgan Stanley

Jacob M. Dunn
Senior Vice President, Private Wealth Advisor, Merrill Lynch Private Banking & Investment Group

Kristy McGee
Senior Vice President, Investments, Heritage Group, Raymond James

Deanna Quintanilla
Vice President – Investment Officer, Wells Fargo Advisors LLC

David S. Tam
Financial Advisor, Edward D. Jones & Co., L.P.

Steve Gresham
Head of Private Client Group for Personal Investing (PI)

Cynthia Loh
Vice President, Digital Advice and Innovation, Charles Schwab & Co., Inc.

Kabir Sethi
Managing Director, Head of Digital Wealth Management, Merrill Lynch Wealth Management

Sunayna Tuteja
Director of Emerging Technologies, Innovation & Strategic Partnerships, TD Ameritrade, Inc.

Gregg Ruppert
Senior Vice President, Compliance and Legal Services, Charles Schwab & Co., Inc.

Enrique M. Alvarez
Supervisory Special Agent, FBI - San Francisco

Dan Nadir
VP of Product Management, Proofpoint Digital Risk and Compliance, Proofpoint, Inc.

Brita Sands
Managing Director of Financial Intelligence Unit, Financial Crimes Compliance Group, Charles Schwab & Co.

Lisa F. Turley
Senior Vice President, Advisor Marketing, Raymond James Financial, Inc.

Kortney J. Christensen
Executive Vice President, Director of Sales and Marketing, Benjamin F. Edwards & Co.

Tami Dorsey
Managing Director of Brand Journalism, Charles Schwab & Co., Inc.

Jen Zimmerman
Manager, Online Solutions & Content Management, RBC Weath Management-U.S.

2018 Sponsors

DIAMOND:
• Hearsay Systems

PLATINUM:
• Micro Focus
• Proofpoint
• Smarsh
• Yext

SIFMA'S STRATEGIC PARTNERS:
• Accenture
• Broadridge
• Deloitte
• EY
• Fidelity Clearing & Custody Solutions
• Hearsay Systems
• IBM
• PwC