Appearance: Thomson Reuters Online Financial Symposium

This Wednesday morning at 8:45 AM I’ll be on a panel at the 2012 Thomson Reuters Online Financial Symposium.  The panel is called:

Emergence of Social Business – The potential of social media tools to change how we market and grow

My co-panelists are:

  • Lauren Boyman, Morgan Stanley Smith Barney;
  • Joshua Brown, The Reformed Broker;
  • Kelli Keogh, Charles Schwab & Co
  • Scott Whitney, Actiance
  • Jamie Punishill, Thomson Reuters

The topics we’re hoping to cover include the following:

·         What are the benefits of having a social media presence for online financial services firms.

·         What works and what doesn’t work in social media.

·         How does a highly regulated environment impact the social media interface with customers?

·         A discussion of the different platforms (blogs, Twitter, Facebook*, proprietary communities, LinkedIn) Anything else?

·         How can firms measure success?

From what I understand, registration is still open.  The event is at Reuters HQ in Times Square, if you have an interest head over below:

Thomson Reuters



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