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See you at the LinkedIn Finance Summit this Thursday (2/13) in NYC!

linkedin financeconnect

We are delighted to be in New York City this week, where our CEO Clara Shih will be sharing the stage with Royal Bank of Canada (US Wealth Management) CEO John Taft, CBS analyst Jill Schlesinger, Mohamed El-Erian, and a host of other finance industry and social business leaders at LinkedIn’s 3rd Annual FinanceConnect Summit.

This Thursday, following remarks from Penry Price (VP Global Sales, Marketing Solutions at LinkedIn, @PenryPrice), Mohamed El-Erian, and Allen Blue (Co-Founder, LinkedIn, @allenb), John Taft and Clara will participate in a keynote roundtable moderated by Jill Schlesinger (@jillonmoney). They will discuss the state of the economy, and in particular how disruptive technologies like social media have changed the way financial firms, advisors, and wholesalers must do business today and going forward.

financeconnect panel

Hosted by LinkedIn Marketing Solutions (@LinkedInMktg), FinanceConnect brings together leading executives from across the industry, including UBS, Prudential, Goldman Sachs, and American Express, as well as digital technology leaders from McKinsey and Hearsay Social.

Highlights from the pre-conference workshops on Wednesday include opening remarks from LinkedIn’s Jennifer Grazel (@jgrazel), as well as a session on “Social Selling” led by Dan Swift from LinkedIn Sales Solutions (@danjswift).

CEO Panel details for FinanceConnect:2014

WHAT: In an executive fireside chat, Jill Schlesinger interviews leading CEOs on FinanceConnect topics, including the global climate for finance, the role of innovation and disruptive technologies in financial services, and the impact of social media as a new communication paradigm.

WHEN: Thursday, February 13 at 3:00pm

WHERE: The Time Warner Center, New York City

WHO: RBC Wealth Management CEO John Taft, Hearsay Social CEO Clara Shih, and Audrey Hendley (General Manager, American Express), in a session moderated by CBS News business analyst Jill Schlesinger.

See you there, or check back on our blog to see live notes and tweets from the event at #inFC14!

For a summary and video of Clara’s panel from last year alongside ex-Merrill Lynch Wealth Management Head Sallie Krawcheck (@SallieKrawcheck) and CNBC’s Herb Greenberg (@herbgreenberg), see here:

Financial services leaders from Goldman Sachs, JPMorgan Chase, and Wells Fargo to join Hearsay Social at LinkedIn FinanceConnect

Content and conversations fuel the customer journey in the age of social media. Strategic content marketing drives deeper connections with your customers, which ultimately drives more business.

Next Thursday, May 2, at LinkedIn FinanceConnect, executives from the financial services industry, including Claire Huang (CMO, JPMorgan Chase), Lisa Shalett (Head of Brand Marketing and Digital Strategy, Goldman Sachs), and Rachel Perkel, (SVP, Head of Wealth Management Marketing, Wells Fargo Bank), will join Silicon Valley leaders LinkedIn and Hearsay Social to discuss how to use content to best leverage social sales and marketing.

Whether you’re seeking to understand how to balance social media rewards or risks, concerned about traversing the social media regulatory landscape, or just interested in the LinkedIn Influencers program, the LinkedIn Marketing Solutions team has prepared a stellar event.

If you’re attending, be sure to catch Hearsay Social on the following panels:

Compliance track: 2013 Regulatory Landscape  (3:15 – 4:00 PM)

  • Yasmin Zarabi, Senior Director of Legal, Hearsay Social
  • Joe Price, Senior Vice President, Corporate Financing/Advertising Regulation, FINRA
  • Iain Duke-Richardet, Director – Head of Technology & Licensing Compliance, RBC
  • Sean Shore, Manager, Business Conduct, National Bank Financial Wealth Management
  • Lisa Shalett, Head of Brand Marketing and Digital Strategy, Goldman Sachs

Navigating the social media regulatory landscape can be daunting, especially for global firms. In this session, we will discuss the current state of social media compliance and how innovative compliance organizations can evolve to stay ahead of future regulatory and technology changes.

LinkedIn Influencers Roundtable (4:00 – 4:45 PM)

Only four months old, the LinkedIn Influencer program delivers fresh and frequent content to our insight-hungry member base. Three of our most prolific influencers join us to discuss the impact that the combination of content, social, and the professional audience has had on their lives and businesses.

Compliance track: Path from Compliance to ROI (4:00 – 4:45 PM)

  • Michael Lock, COO, Hearsay Social
  • Knut Olson, Senior Vice President, Financial Network, Thrivent Financial for Lutherans
  • Paul Johnston, Vice President and Deputy General Counsel, Thrivent Financial for Lutherans

Many firms get started in social media in order to manage risk, but with the appropriate policies and processes in place, LinkedIn is a valuable asset to the field organization. How do successful firms make the transition from social media compliance to ROI?