Social Media & Digital Marketing Seminar 2020 | Securities Industry and Financial Markets Association (SIFMA) | 20 February 2020 | Charles Schwab, 211 Main St, San Francisco, CA 94105, USA

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!

2020 Speakers

SPEAKERS:

John Maurello
Managing Director, Private Client Services, SIFMA

Clara Shih
CEO and Founder, Hearsay Systems

Jayme LaCour
Social Media Director, Putnam Investments

Melissa MacGregor
Managing Director and Associate General Counsel, SIFMA

Travis Smith
Senior Director of Product Management, Broadridge Financial Solutions Inc.

MODERATORS:

Mike White
Chief Marketing Officer, Raymond James & Associates, Inc.

W. Hardy Callcott
Partner, Sidley Austin LLP

Steven M. Samuels
Managing Director, Head of FA Programs, Recognition and Strategy Integration, Merrill Lynch Wealth Management

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

Iain Duke-Richardet
Principal Director, Financial Services, Accenture

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

Kevin Kozuszek
Director of Marketing, Wells Fargo Advisors Financial Network, LLC (FiNet)

PANELISTS:

Erick D. McAfee
Senior Client Partner, Twitter Inc.

Jeremy Schmidt
Enterprise Account Executive, LinkedIn

Lisa Willett
Industry Manager, Financial Services, Facebook Inc.

Grace Ang
Executive Director, IT Contracting & Shared Services Legal, UBS AG

Ethan Cohen
Director, Legal Counsel, Charles Schwab

Amy C. Sochard
Senior Director, Advertising Regulation Department, FINRA

Corey Woodson
Vice President, Compliance and Operational Risk Manager, Bank of America Merrill Lynch

Colleen Geiss
Certified Financial Planner, The Princeton Group - Wells Fargo Advisors

Thomas J. Hake
President, Hake Investment Group, Rayond James

Johnny Laychaypha
Assistant Branch Manager, Charles Schwab & Co., Inc.

Kelly Milligan
Senior Vice President, Wealth Management Advisor, Merrill Lynch Wealth Management

Beth Norman
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus, The Droster Team, RBC Wealth Management

Jeff Runyan
Chief Executive Manager, Runyan Capital Advisors, Wedbush

Kevin P. Adams
Senior Vice President of Wealth Management Technology, Raymond James & Associates

Dan Nadir
Vice President of Digital Risk and Compliance, Proofpoint, Inc.

Emery Skolfield
General Partner and Principal, Marketing, Edward Jones

Mariano Agmi
Managing Director, Regional Head of Risk Surveillance, Macquarie Group

Stephanie Gayden
Associate General Counsel, Goldman Sachs

Marc Gilman
General Counsel and Vice President of Compliance, Theta Lake

Craig Byrkit
Department Leader, Information Systems Threat and Vulnerability Department and Cyber Risk Management Department, Edward Jones

Donna Peterson
Supervisory Special Agent, Federal Bureau of Investigation (FBI)

Dave Christensen
Chief Product & Technology Officer, FMG Suite

Joseph DeRoss
Executive Director, Head of Field Marketing, Wealth Management, Morgan Stanley

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

Jen Zimmerman
Manager, Field Marketing Digital Channels, RBC Weath Management-U.S.

2020 Sponsors and Partners

PLATINUM:
• FMG Suite

GOLD:
• Proofpoint

SIFMA'S STRATEGIC PARTNERS:
• Aws Financial Services
• Broadridge
• Deloitte
• EY
• Fidelity Investments
• FICO
• FIS
• Google Cloud
• Hearsay Systems
• IBM
• PwC
• TATA Consultancy Services