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BDI - Boston: Financial Services Social Business Leadership Forum
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BDI - Boston: Financial Services Social Business Leadership Forum
BDI - Boston: Financial Services Social Business Leadership Forum


When: Thursday, March 6, 2014
1:00 p.m. - 5:00 p.m. EST
Where: Boston Public Library
700 Boylston Street
Boston, Massachusetts  02116
United States


For additional information, including
registration, please click here to visit the event website. Use promo code SEMPO by March 3rd for a discounted rate of $145.

Date:Thursday, March 6, 2014
Time: 1:00 p.m. - 5:00 p.m. EST
Place: Boston Public Library, 700 Boylston Street, Boston, Massachusetts 02116
Registration Fee: $195.00

About the Event:
Financial Institutions are changing how they do business. Technology continues to impact the way financial services companies communicate and collaborate with customers, employees, recruits, agents, advisers, partners, media, and the public. As leading financial institutions are embracing new social technologies, they also must meet compliance and legal requirements while doing so.

Our forum will focus on answering the following questions:

  • What are the best case studies of leading financial institutions becoming a social business and what does that mean?
  • What are the cost saving & revenue creating opportunities that are the result of becoming a social business?
  • How do you enable employees to connect, collaborate, and communicate with each other and with third parties through social technologies?
  • How do you meet legal and compliance requirements and what are the technologies that help you do so?
  • What are the best examples of how major financial institutions deal with the change management & training issues while creating a culture of innovation?
  • How do you integrate social into the fabric of your brand to overcome the significant trust issues the financial services industry continues to face?
  • How are financial institutions using social platforms to recruit new talent?

Kristin Ferguson, Social Media Community Manager, Boston Financial Data Services
Jayme LaCour, Social Media Director, Putnam Investments
Brian Kelley, Head of the Sales and Marketing Center, Putnam Investments
John Refford, VP, Strategic Marketing Technology, Natixis Global Asset Management
Derek Stern, PRM Compliance, Putnam Investments
Debra Tobin, Compliance Manager, Financial Engines
Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc.

For additional information, including registration, please click here to visit the event website . Use promo code SEMPOby March 3rd for a discounted rate of $145.

About BDI:
Business Development Institute (BDI), founded in New York City by Steve Etzler in 2001 and managed by Maria Feola-Magro, produces conferences and educational programs for marketing, communications and media professionals. Over 15,000 attendees have participated in our programs. We specialize in how technology and the internet impacts
marketing, communications and media. Our programs educate while providing valuable networking opportunities to our attendees. The quality of our speakers, program topics, ½ day format, network, and value are what differentiates BDI from its competitors. For more information, please visit our website at or follow us on Twitter @bdionline.



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