Course curriculum

  • 1

    Day 1 - March 6

    • How Finance Firms Can Create Content That Moves An Audience to Action - Zontee Hou, Media Volery

    • Social Media Finance Regulations Update for 2018 - Joanna Belbey, Proofpoint

    • How to Optimize The Most Public Part of Your Brand Reputation: Online Reviews - from US Bank- Gabby Griffin, US Bank

    • Engaging New Investors Through Social Platforms- Joe Bonsignore, StockTwits

  • 2

    Day 2 - March 7

    • How To Get An Increase In Your Social Ads Budget- Allen Plummer, Vanguard

    • Increasing Client Retention and Share of Wallet Expansion in Social- Mike Langford, finservMarketing

    • Selling Social Programs Internally- Marji Sherman, CUNA Mutual Group

    • Building Customer Loyalty: Surprise, Delight, Win! A Case Study with 5/3 Bank- Shannon Paul, Fifth Third Bank

    • Intro to Cryptocurrency and the Future of Blockchain- Savannah Peterson, Savvy Millennial

  • 3

    Day 3 - March 8

    • Making Facebook Work Better for Finance Through Organic Engagement and Messenger- Mari Smith, Facebook Marketing Expert

    • Customer Acquisition: How Financial Services Can REACH for More Clients- Sheryl Brown, Sigma Financial

    • How Financial Services Can Leverage Brand Advocates- Amy Mcilwain, Hootsuite

    • How To Leverage Social Media To Grow Your Personal Brand and Your Practice- Deborah Owens