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2016 Social Business Conference For Financial Services

Social: Changing The Way We Do Business 

8/17/2016 - 8/19/2016
Seaport Hotel & World Trade Center, Boston, MA USA


Who Attends

In today's world of connectivity - social is used throughout the organization. This conference is for professionals who use social to engage and connect with their company's customers - regardless of what department they may be in. This will include executives and their teams in Digital Marketing, Marketing, e-Marketing, Social, Sales, Distribution, Compliance, Customer Service, HR,  IT, and Operations.


The LIMRA LOMA Social Business Conference For Financial Services #LLSBC is all about engagement and connectivity. How well you engage and connect with your company's customers is a predictor of your company's success.

At #LLSBC 2016, you’ll…

  • Benefit from innovative and disruptive ideas that will challenge your thinking 
  • Hear the best forward thinking social practices from dynamic speakers both inside and outside of financial services
  • Meet and exchange ideas with professionals who are directing and managing social media for financial services companies in the U.S. and globally
  • Look into the future with emerging technologies
  • Get first-hand insights into award winning social strategies from current and past winners of the #SilverBowlAwards
  • Learn strategies and best practices for using social tools to recruit
  • Understand what customers look for and expect in social engagement and connectivity 
  • Learn why Compliance can be the most important part of your social team
  • Take away ideas for engaging your audience in new ways and with new tools
  • Find out what the future holds for social and business

#LLSBC brings together business leaders who have successfully harnessed the power of social within their respective business divisions to share their successes and their challenges. Our workshop leaders address key initiatives in sales, marketing, customer service, compliance, IT, recruiting, and operations. They are financial services executives, legal and regulatory experts, advertising executives, and technology leaders with expertise you can trust.


Stephen Arthur
Director, US Financial Services , Google
  • Thursday, August 18, 2016

    2:30 p.m. - 3:15 p.m.: Google This: Micro-Moments and The Customer Experience Journey

Stephen Arthur

Director, US Financial Services , Google

Steve leads the US Financial Services practice at Google, a role that covers multiple key business segments including investments, insurance, and lending. His teams specialize in insights, go-to-market strategies, measurement, and Google product partnerships. Prior to his current role, Steve was Head of Industry for Retail at Google, where he focused on omnichannel strategies for a wide range of retailer profiles ranging from established big box retailers to smaller, disruptive digital-only startups. Prior to Google, he was SVP Marketing at Zone Labs, a nutrition company, and founder of HELICKA, an entertainment brand consultancy with clients including Vivendi Universal, Midway Games, eMusic, Broderbund, and Blizzard Games. Steve also held various marketing positions with Atari, Hasbro and Polaroid. Lastly, he was a commissioned officer in the US Navy, and served aboard the USS Racine and USS Princeton.
Deepanjan De
Industry Lead, Financial Services, Facebook

Deepanjan De

Industry Lead, Financial Services, Facebook

Deepanjan is an Industry Lead within the Financial Services practice at Facebook.  He’s spent 4 years at Facebook focused on building marketing solutions for various brands across banking, payments, and insurance.  In addition, Deepanjan has helped develop and test Facebook’s targeting and measurement capabilities with our largest Financial Service brands.
Betsy Hubbard
Founder and President, Mindset Digital
  • Friday, August 19, 2016

    9:15 a.m. - 10:00 a.m.: General Session

Betsy Hubbard

Founder and President, Mindset Digital

Betsy Hubbard helps leaders in Fortune 100 firms and healthcare organizations get up to speed in a digital age. She and her colleague, Debra Jasper, have provided training and consulting to more than 25,000 people and delivered keynote talks around the world. Before starting Mindset Digital, Betsy worked in higher education, transforming the Kiplinger Program in Public Affairs Journalism into the first social media fellowship for journalists and teaching graduate courses on digital media. She has also worked in philanthropy as a grant maker, overseeing projects at The Pew Charitable Trusts, and as a consultant, conducted research on leadership and organizational performance for a range of clients, including the Brookings Institution. Betsy has degrees in political science and public policy, with a year spent abroad at the London School of Economics. 
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
  • Friday, August 19, 2016

    9:15 a.m. - 10:00 a.m.: General Session

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Ukraine to Dubai.

She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually.

Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

Erik Qualman
Entrepreneur, Author, Technology and Digital Media Expert
  • Friday, August 19, 2016

    11:00 a.m. - 12:00 p.m.: General Session

Erik Qualman

Entrepreneur, Author, Technology and Digital Media Expert

Erik Qualman helps organizations understand how businesses can tap the power of social and digital media to reach consumers directly. His Socialnomics work has been has been featured in the Wall Street Journal, and used by the National Guard to NASA. What Happens in Vegas Stays on YouTube led Qualman to be named a Top 100 Digital Influencer and his business books are used in over 200 universities. Qualman was formerly a sitting professor at Harvard and MIT’s edX labs.
Clara Shih
Chief Executive Officer and Founder, Hearsay Social

Clara Shih

Chief Executive Officer and Founder, Hearsay Social

Clara Shih is CEO and founder of Hearsay Social, which provides social business software for relationship managers to attract, retain, and grow customer relationships using popular social networks. A pioneer in the social media industry, Shih developed the first social business application in 2007 and is a New York Times-featured bestselling author. She has been named one of Fortune’s Most Powerful Women Entrepreneurs, Fast Company’s Most Influential People in Technology, and Businessweek’s Top Young Entrepreneurs. Shih is a member of the Starbucks Board of Directors and previously served in a variety of technical, product, and marketing roles at Google, Microsoft, and
Scott Stratten
Disruptive and UN-traditional Sales, Marketing, & Branding Expert
  • Thursday, August 18, 2016

    8:15 a.m. - 9:30 a.m.: General Session

Scott Stratten

Disruptive and UN-traditional Sales, Marketing, & Branding Expert

With a unique Un-Marketing philosophy focused on viral, social and authentic marketing, president of Un-Marketing, Scott Stratten, offers enlightened fresh perspective on how to effectively market, sell and engage, that flips traditional advice on its head. He encourages individuals and businesses in all industries to think differently, in order to achieve results. A former music industry marketer, national sales training manager and professor at the Sheridan College School of Business, he ran his "UnAgency" for a decade before focusing on delivering his message on a larger scale. 

Stratten was named one of the “Top 5 Social Media Influencers In The World” by Forbes and one of "America's 10 Marketing Gurus" by Business Review USA.  PepsiCo, Adobe, Red Cross, Cirque du Soleil, Saks Fifth Avenue, Deloitte and Fidelity Investments,  have invited him to provide guidance through the social media and relationship marketing landscape. Stratten has been featured by various leading outlets, including The Wall Street Journal, Huffington Post, Entrepreneur Magazine, Fast Company, and on, and is the author of four best-selling business books, including his newest, UnSelling: The New Customer Experience.



Registration Fees 

Early Registration Rates (Register by July 31, 2016):
LIMRA, LOMA Members: $1,195
Non-member: $1,695

Standard Rates (After July 31, 2016):
LIMRA, LOMA Members: $1,395
Non-member $1,895

Group Discount 

If three (3) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100. This discount applies only to people registering at the full conference rate. See the online registration form for complete details.

Cancellation Policy 

All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to

Hotel / Venue

Seaport Hotel & World Trade Center
200 Seaport Boulevard
Boston, MA 02210

Room rate: $259 plus tax

Make your room reservation by Sunday, July 31, 2016 and mention the Social Business Conference for Financial Services to receive the discounted group rate of $259 single/double (plus applicable sales taxes). Requests after July 31, 2016 will be accepted on space availability. The group rate will be offered three days prior and three days after the meeting dates subject to availability of rooms at the time of your reservation. Reservations must be guaranteed with a major credit card. Check in: 3:00 p.m.; check out 12 noon. Complimentary high speed internet in guest rooms.

Hotel Image - 2015

Become a Sponsor or Exhibitor

Premier Sponsor and Exhibitor Opportunities Now Available! 

Connect With Key Prospects

This conference is your opportunity to meet hundreds of executives and practitioners responsible for developing the Social Media strategies in the insurance and financial services industries.

Keynote Speaker Sponsorship 

 Sponsorship includes

Exhibitor Booth: $4,800 (add $1,000 after June 17, 2016) 

Two complimentary conference registrations (total valued at $2,390) are included with each display reserved. Additional staff members can register at the member rate of $1,195 per person before July 31, 2016. After July 31, 2016, an additional $200 will be added to the registration fee. The exhibiting organization may elect to register additional staff members at any time prior to the conference.

The Exhibit area will be host to receptions on Wednesday & Thursday evenings, breakfast each morning, and extended breaks on Thursday and Friday. As an exhibitor, your organization will receive:

Gold Sponsorship

Sponsor Showcase Workshop 

Continental Breakfast

Silver Sponsorship

Refreshment Break Sponsor (4 available)

Mobile App

To create a sponsorship or exhibitor packages that will suit your business needs, please contact:

Jim Haggerty at 770-984-6448 or email

Sponsors and Exhibitors

Platinum Sponsor

Strategic Partners


Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator


(860) 285-7741

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