Social Media & Digital Marketing Seminar 2024 | SIFMA | 22 February 2024 | Charles Schwab , 211 Main Street, San Francisco, CA 94105, USA

The event gathers marketing experts, compliance professionals and financial advisors together with leading names in tech, social media and regulators. Together, we explore innovative opportunities to engage our clients including the latest tips, trends, research and case studies.

At the seminar, wealth management professionals from marketing, compliance, legal and more access insightful conversations with financial services leaders and regulators, valuable professional development opportunities, and timely and topical discussions. From real-world applications to conversations about what's next, this program is designed just for you.

Why you should attend:
• Gain Expert Insights
• Hear from leading names in social media and digital marketing plus industry regulators and financial advisors.
• Empower Your Team
• Our highly-regarded program is a how-to guide for empowering financial advisors to create valuable, compliant connections on social media and through digital marketing.
• Hear From Colleagues
• Discuss unique considerations for wealth and asset managers with colleagues from business, marketing, communications, legal, compliance and more.

2024 Speakers

Mike Boese
CEO, Hearsay Systems

Tiffany Briggs
Financial Advisor, Merrill Lynch

W. Hardy Callcott
Partner, Sidley Austin LLP

Karen Coyne, CFP®
Founder, Financial Planner, Clarity Planning, Raymond James

Brian Cruz
Vice President, Information Governance, Smarsh

Kevin Darlington
Vice President and General Manager, Broadridge Advisor Solutions

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

Owen Donley
Chief Counsel, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission

Donna Fehrmann
Director, Legal Counsel, Charles Schwab

Gina Florence
Director, Corporate Social Media/Head of Social Media Center of Excellence, Charles Schwab

Chris Harmon
Partner, Customer Transformation, PwC

Chris Johnson
Vice President, Director, Advisor Marketing and Communication, Janney Montgomery Scott

Stacey King
Director, Corporate Relations, Social Media Center of Excellence, Charles Schwab

Traci Mabrey
General Manager, Factiva

Drew Morin, CWS®
Senior Financial Advisor, D.A. Davidson

Sanya Mulhern
Senior Vice President - Financial Advisor, Senior Consulting Group, RBC Wealth Management, US

Brian J. Petersdorf
Senior Manager Marketing, Baird

Mieka Puzniak
General Partner, Experience, Brand & Marketing, Edward Jones

Shane Closser
Head of Industry, Financial Services, Yext

Matt Repking
Leader - Financial Services Vertical, LinkedIn

Lisa Robinson
Managing Director, Oyster Consulting LLC

Zack Rosebrock
Director, eCrimes Research & Detection, Fraud Risk Management, Charles Schwab

Amy Sochard
Vice President, Advertising Regulation Department, FINRA

Natalie Svider
Head of Public Relations and Communications, Wedbush Securities

Mike White
Chief Marketing Officer and Director of Strategic Planning, Raymond James

Doug Wilber
Chief Strategy Officer, Capacity

2024 Sponsors and Partners

GOLD SPONSORS:
• Hearsay
• SOCi

SILVER SPONSORS:
• Denimsocial by Capacity
• Smarsh

STRATEGIC PARTNERS:
• BetaNXT
• Broadridge
• Deloitte
• EY
• FICO
• Fidelity Investments
• FIS
• KPMG
• PWC