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FTF News

18 Sep 2014

New York

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When it comes to social media, the question is no longer whether your firm will embrace an effective channel for marketing your services. It's which platform, how many people will use it and what kind of content will be posted. Financial services firms in particular need to maintain compliance even as technology changes daily.

At SMAC, find out what social media platforms are the most effective for you, learn the best way to train your team to use it properly and review the best practices for complying with all the rules, regulations and guidelines. With social media directors at top-tier firms, the financial services experts at social media giants and the SEC itself as speakers, this conference is the social media event tailored to the needs of financial services firms. You'll leave at the end of the day with a refreshed, more robust social media strategy for your firm - and more than a few new LinkedIn requests.

Follow this event on Twitter using #FTFSMAC

Discussions to Focus on the Following Topics:

  • Social in the Real World
  • Apps, Likes, and Tweets: Social Media for Your Firm
  • From Complying to Policing
  • Training Employees to Use Social the Right Way
  • Regulation in the Irregular World of Social Media
  • Fraud in Social Media
  • What's next?

Keynote Addresses by:

M. Owen Donley, Chief Counsel, Office of Investor Education and Advocacy, US Securities and Exchange Commission

Gary Liu, VP Marketing, Hearsay Social

Additional speakers:

Marla Bergman, Vice President and Associate General Counsel, Goldman Sachs

Mark Bisard, Vice President and Senior Counsel, American Express

Mitchell Bombey, Managing Director of Compliance, Morgan Stanley Wealth Management

Nathan Bricklin, Head of Collaboration and Social Strategy, Wells Fargo

Sheryl Brown, Social Media Director, Ash Brokerage

Sueanne Comerford, Social Media Director, MetLife

David Cutler, Program Manager, Social Compliance, Bloomberg

Doug Heckman, Product Consultant, LinkedIn

Jimmy Douglas, Director of Alliances and Industry Relations, Smarsh

Stacy Eckes-Borys, Social Media Relationship Manager, Thrivent Financial for Lutherans

Kristie Helms, Interactive and Social Media, State Street

Kathleen Mayko, Director, Social Media, MassMutual

Bruce Milne, Executive Vice President, Socialware

Loic Moisand, CEO and Co-Founder, Synthesio

Robert Petrausch, Global Marketing Solutions, Facebook

Terry Ray, Vice President, Temenos

Devin Redmond, CEO, Nexgate

Laura Sacks, Senior Account Planner, Google

Adam Sherman, Social Media Director, NY Life Insurance

Brian Tietje, Vice President Sales, RockTech

Tina Tse, Director of Marketing Communications, MacKay Shields

Amy Watson, VP Social Media Compliance, Goldman Sachs

Jonathan Young, Global Content Solutions, LinkedIn

Last Year's Delegates Included:

Ally Bank

American Express


BNP Paribas

BNY Mellon

Brown Brothers Harriman & Co.

Carolina Financial Group



Commonwealth Capital Corp.

Credit Suisse

Duff & Phelps



GFI Group Inc

Goldman Sachs


Greenfield Partners

Guardian Life

Highmount Capital LLC

JAG Capital Management

Keefe, Bruyette & Woods


Lincoln Financial Group



MidOcean Partners

Morgan Stanley

Natixis Global Asset Mgmt

New York Life Insurace

New York Life Inv Mgmt

Palisade Capital Mgmt, LLC

Prudential Financial

Standard New York Securities

State Street

STM Wealth Management

TD AmeriTrade

Thrivent Financial for Lutherans


UBS Financial Services

U.S. Securities and Exchange Commission

Wells Fargo

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