Reshaping the Future:
Building and Nurturing Relationships in a “Networked” World

As we enter a new era of innovation, technologies are rapidly transforming the means by which financial service professionals inspire, connect, and engage with clients. And because the industry has long championed leaders, rather than laggards, it is crucial for advisors, investors, and marketers to leverage their networks when planning for success. As a precursor to our formal program, please join one of our three thematic tracks on May 6th to hear key experts in social selling, content marketing, and prospect nurturing discuss recent developments in the field – followed by best-in-class case studies and interactive workshops.

Wednesday, May 6, 2015

  • 1:00pm - 1:30pm

    Arrival & Registrations

  • 1:30pm - 1:50pm

    Welcome & Opening Remarks

    • Sachin Rekhi, Director, Product Management, LinkedIn Sales Solutions
    • Jon Williams, Senior Director. Partner, Agency & Content Experience Team
  • 1:50pm - 2:15pm

    Technology and Transparency: Managing the Financial Services Customer Experience

    To engage with customers and be a part of their financial decision-making processes, brands must break down internal silos and encourage their employees to embrace social and join the conversation. After three decades in enterprise technology, Sprinklr president and COO Carlos Dominguez has learned the value of embracing innovation to connect with people and brands and live a networked life. In this presentation, he will talk about how financial services companies can leverage technology to create a single source of truth for all customer social data and mitigate risk, ensure compliance, and engage customers in more personalized social marketing, social selling, and customer service.

  • 2:15pm - 2:30pm

    LinkedIn Elevate: The Power of Employee Activation

    • Zoë Diamadi, Senior Director, Business Operations, LinkedIn

    Companies with high levels of socially active employees are able to more easily build their brands, sell their products and hire the talent they need, and we have the data to prove it. Even within highly regulated industries like finance there is tremendous opportunity to drive engagement and preference towards your brand, company and products by empowering your employees to become social professionals.

  • 2:30pm - 3:00pm

    Break

  • 3:00pm - 5:45pm

    Track A: Social Selling

    • Jaymie Brill, Regional Sales Manager, LinkedIn Sales Solutions
    • Sachin Rekhi, Director, Product Management, LinkedIn Sales Solutions
    • Nate Isaacson, Manager, Social Media, Guardian Life Insurance
    • Devin Redmond, VP/GM Social Media Security and Compliance, Proofpoint
    • Nathan Shafer, Manager, Accenture Digital
    • Craig Canton, Relationship Manager, LinkedIn Sales Solutions
    • Justin Gurney, Director, Team Marketing and Business Operations, National Basketball Association
    • Industry Expert Presentation: In today’s digital age, social networks are increasingly vital for financial advisors to leverage if they wish to remain both desirable and relevant. As part of our mission at LinkedIn to connect the world’s professionals and make them more productive and successful, we take pride in helping revenue producers and their financial institutions utilize our platform to drive new business and deepen relationships with existing clients. To gain context and learn more about this process, please join Mr. Rekhi, Product Director of LinkedIn Sales Solutions, as he provides insight on the intersection between technology and relationship building in today’s financial services sector.
    • Case Studies: Following our track keynote, the NBA and Guardian Life Insurance share their success stories around leveraging social to build and deepen client relationships.
    • Workshops: Putting knowledge into practice, Devin Redmond, General Manager, Nextgate Division at Proofpoint, dives into social media security and compliance with General Counsel from Morgan Stanley and Wells Fargo. Concluding our track, LinkedIn Sales Solutions executives lead an interactive session on reputation risk and social selling success.
  • 3:00pm - 5:45pm

    Track B: Content Marketing

    • Industry Expert Presentation: Great marketers know that content is king and, as such, firms must be prepared to attract and equip their audiences with thought-provoking and perfectly timed insights across a spectrum of digital platforms. Tune-in to a kickoff presentation by one of LinkedIn's top content partners and a best-in-class fireside chat between Chief Creative Officer and Co-Founder of Contently, Shane Snow, and Rod Kurtz, a media strategist and veteran of Inc., Businessweek, and AOL/The Huffington Post.
    • Case Studies: Following our track kickoff presentations, Voya Financial and ABN AMRO share success stories around rebranding and harnessing consumer trust, followed by a fireside chat with Jason Miler, LinkedIn's Senior Content Marketing Manager.
    • Workshops: Diving into best practices, Valter Sciarrilo, Head of Projects, LinkedIn Marketing Solutions discusses top, trending content on LinkedIn, followed by an overview of content marketing fundamentals from Jason Miller and an interactive HBS-style case study session led by Shane Snow.
  • 3:00pm - 5:45pm

    Track C: Prospect Nurturing

    • David Karel, Head of B2B Marketing, LinkedIn Marketing Solutions
    • Russell Glass, Head of Products, LinkedIn Marketing Solutions
    • Pearce Delisle, Marketing Automation Consultant, LinkedIn Marketing Solutions
    • Jeffrey Mack, Subscription Product Consultant, LinkedIn Marketing Solutions
    • Matt Dunn, Vice President, Digital Publishing & Social Strategies, Franklin Templeton Investments
    • Leslie Marshall, Director of Events, Magazine, Social Media Marketing Services, Morningstar, Inc.
    • David Phillips, Senior Manager, Online Marketing, , Cvent
    • Industry Expert Presentations: When it comes to B2B marketing or high-consideration B2C purchases, today’s prospects are self-educating through online research and can be 90% of the way through their purchasing decisions before they “raise their hands” to talk to sales. It’s up to marketing to fill this gap by keeping the company’s brand and relevant content in front of the right people every step of the way. Russ Glass, Head of Products for LinkedIn Marketing Solutions, takes us through the opportunity implied by embracing a full-funnel approach to reaching, nurturing prospects, and ultimately converting more business.
    • Case Studies: Following our track kickoff presentations, a cross-section of clients will share best practices and tips through in-depth case studies around leveraging social to build and nurture relationships.
    • Workshops: Wrapping up the day’s wealth of knowledge sharing and thought-leadership, each track will conclude with either an interactive product demonstration, case-method discussion, or several LinkedIn-led breakout tables designed around key topics of interest.
  • 5:45pm - 7:00pm

    Wrap Up & Cocktails