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Hearsay Innovation Summit 2016: What's Next for Financial Services?

 

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It’s all hands on deck at Hearsay Social as we prepare for our fourth annual Innovation Summit (#hearsaysummit), which takes place this Thursday, May 5, in our hometown of Silicon Valley. We’re honored to host nearly 100 executive leaders and startup thinkers from the financial services industry and beyond for a day of thought-provoking discussion about the future of financial services products, distribution and the new customer experience.

Key themes include what the ongoing role of human advisors and agents should be in an era of direct-to-consumer options and changing consumer expectations, and the implications of the recent Department of Labor ruling regarding fiduciary duty. Attendees represent various sectors and functions of the industry, including wealth management, mortgage, insurance and banking, as well as general management, marketing, technology, compliance and distribution.
In a series of TED-style talks, fireside chats and – new this year – a spirited presidential-style debate, guests will learn the latest industry perspectives, best practices, challenges and growth opportunities from leaders and disruptors in both financial services and technology.
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Shelley O’Connor, co-head of Morgan Stanley Wealth Management (@morganstanley), will deliver the opening keynote address. Clara Shih (@clarashih), CEO and founder of Hearsay Social, will present her perspectives on today’s omnichannel, always-connected customer journey and what firms and advisors must do to own the digital last mile.
Attendees also will hear from Kenneth Lin (@kennethlin), CEO and founder of Credit Karma, and Amit Jhawar, COO of Braintree (@braintree), as they discuss how they’re revolutionizing the way people obtain credit scores and companies process payments. Charles “Chip” Roame (@chiproame), managing partner at Tiburon Strategic Advisors, will present the firm’s latest wealth management research.
Also on the agenda is a friendly “robo-advisor versus traditional brokerage showdown” featuring the CEOs of two robo-advice startups – Michael Sha of SigFig (@sigfiginsights) and Bo Lu (@bolu) of FutureAdvisor (acquired by BlackRock) – and Naureen Hassan, chief digital officer of Morgan Stanley Wealth Management.
To provide a broader view of technology at large and the forces shaping Silicon Valley, Debbie Sterling (@debbieblox), CEO and founder of Goldieblox, will share her startup story and viewpoints on where the tech industry is heading. Special guest Jon Sakoda (@jonsakoda), general partner of venture capital firm New Enterprise Associates, also will discuss his expert insights on the current and future state of tech.
Check out #HSonAir’s special podcast for more on what to expect:

Also, be sure to follow us on Twitter at @hearsaysocial and #hearsaysummit this Thursday, May 5, for live Summit coverage, and check back for key learnings and takeaways from the event!
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Hearsay Social CEO Clara Shih to Keynote Grace Hopper Celebration, Fortune Most Powerful Women Event

A decade ago, our founder and CEO, Clara Shih, attended the Grace Hopper Celebration of Women in Computing as a Stanford graduate student and Anita Borg Scholar. Seven years later, she was honored as one of Fortune magazine’s Most Powerful Women Entrepreneurs.
We’re excited to share that Clara will be speaking at both Fortune’s Most Powerful Women Summit and the Grace Hopper Celebration next week alongside visionary female leaders and Fortune 500 CEOs across numerous fields, including government, philanthropy, healthcare, technology, finance, education, media and the arts. She’ll be sharing her perspective on leadership, diversity, and lessons learned from her experiences working for some of the biggest tech companies and as a startup founder and CEO.
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Kicking off Monday, October 12, Fortune’s Most Powerful Women Summit will revolve around the theme “Leading with Purpose,” with confirmed participants that include First Lady Michelle Obama; Ginni Rometty, chairman, president and CEO of IBM; Sue Desmond-Hellmann, CEO of the Bill & Melinda Gates Foundation; Ursula M. Burns, chairman and CEO of Xerox; and Alexa von Tobel, founder and CEO of personal finance startup LearnVest.
Clara will participate in a morning discussion on Tuesday, October 13, titled “Leadership: Next Gen on the Next Gen” to talk about what it takes to start a company and how to foster leadership. Fellow panelists will include Brit Morin, founder and CEO of Brit + CO; Poppy Harlow, anchor at CNN Newsroom Weekend and a CNN correspondent; and Julia Hartz, CEO of Eventbrite.
GraceHopperThe Grace Hopper Celebration is the world’s largest gathering of women technologists and expects 12,000 attendees this year to convene in Houston, Texas. The event is produced by the Anita Borg Institute, which was founded in 1997 by computer scientist Anita Borg, and aims to connect, inspire and guide women at all stages of their technology careers. Speakers will include Sheryl Sandberg, COO of Facebook and founder of Lean In; Megan Smith, CTO of the United States; and Susan Wojcicki, CEO of YouTube.
Clara will take the stage on Wednesday, October 14, to talk about her journey from being an event attendee in the audience a decade ago to, now, a keynote speaker and company founder. She’ll share her challenges and successes as a woman in the male-dominated engineering and startup world, and advice on how to handle not being part of the majority. Scheduled to follow Clara’s talk will be Blake Irving, CEO of GoDaddy, and Megan Smith, chief technology officer of the United States.
For more details on the two conferences, visit the Fortune Most Powerful Women and Grace Hopper sites.