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.
Highlights
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.
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 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 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.
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.
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.
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 Salesforce.com.
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 CNN.com, and is the author of four best-selling business books, including his newest, UnSelling: The New Customer Experience.
Disruption and innovation are more than just trendy buzzwords - change is happening in our industry, within walking distance of this conference, and could impact the ways we are all doing business. Join us for a pre-conference conversation with local start-ups, where we'll hear directly from innovators who are working to solve problems and move our industry forward.
You're probably listening to podcasts on your commute, at the gym, and during the lunchtime walk, but are you using podcasts as part of your social and digital strategy? Maybe you should - the audience there is strong and growing.
Come get a peek behind the curtain and be part of the studio audience for this special #LLSBC podcast recording. Get ready to respond to the "Applause" signs and be part of experience as you see live and in person what it takes to create a podcast from one of the best in the business: Victor Gaxiola from #HSOnAir.
Moderators: CAROLYN CLEMENT, Business Relationship Coordinator, Compliance, LIMRA NORAH DENLEY, Assistant Research Director, Distribution and Technology Research, LIMRA
App FOMO? No more when you attend this session!
Here's your chance to get advice and suggestions from colleagues about the apps that make life easier, more productive, and just plain more fun.
We'll start by talking about Snapchat and the conference app, then we'll open up the conversation to hear from you! Come ready to learn from others and to show and tell about your own favorite apps. Be sure to charge up your device before you arrive, because the App Store and Google Play are going to get a workout in this session.
Back by popular demand: Meet at the Registration Desk for a walk about the neighborhood to capture and share early morning images of beautiful Boston!
Looking for a faster pace? Runners can meet up at the Registration Desk at 6:00am to talk about routes or find a running partner to get the day started.
Meet at Conference Registration Desk - Harborview Lobby
Disruptive and UN-traditional Sales, Marketing, & Branding Expert
Today’s business climate is changing at an unprecedented rate. Every week, it seems there is a new strategy, social media site or technology that is a “must use” or a “game changer”. What we lose in this endless quest for the next bright shiny business object is that at the core of business while everything has changed, nothing is different. Trust, connection, consistency and service will always trump any new app to hit the market.
In this keynote, Scott will walk the audience through what is real and what are only smoke screens in the business world today. Audiences will walk away understanding the following:
The Millennial Myth: The younger generation may create new challenges for business, but not in the way people are saying.
Social Media Snake Oil: Why social media is a poor sales and marketing tool, what it’s really meant for, and how understanding this will actually lead to the best success for your company online.
The Digital Decision: Your market today is forming buying decisions well before coming to you. Marketing today means getting in front of them when they’re making these important choices.
Analyzing engagement and finding your influencers isn't an easy task unless you know what to look for and what tools to use. Explore platforms and methods to strengthen your marketing and distribution focus.
Where's your smartphone? If you're like 207 million consumers in America, it's right by your side, or in your hand right now. You're always connected via your smartphone and your favorite social media feed. As modern marketing leaders, we must learn to think and act at the digital edge. It's not enough for social content to be compatible with mobile, it should be designed for it. In this session, you'll gain insight on effectively deploying a digital strategy from an insurance executive who has done it. Join us and learn how to win the digital edge.
CHRISTOPHER PARADISO, Owner, Paradiso Insurance; HANNAH SORENSEN, Financial Associate, Thrivent Financial (2015 Winner, Silver Bowl Awards for Best Use of Social Media by an Agent/Advisor); DAVID J. WILSON, MBA, Financial Advisor, New York Life Insurance Company; Moderator: PHYLLIS A. TOZZI, MBA, Corporate Vice President, Agency Marketing, New York Life Insurance Company.
Knowing what your producers need so they can use social tools confidently can make all the difference in their business – and yours.
In this session, socially savvy advisors will talk frankly about the importance of utilizing social media as a key element of their overall digital strategy. Listen and learn what works for these social advisors and what doesn't. You might just come away with the next big idea that will help encourage your producers to change and improve the way they do business!
AMY McILWAIN, Global Industry Principal, Financial Services, Hootsuite
Do you have a hundred people on your social media team? A thousand? Most of our employees are probably already actively using social media, both in and out of the workplace. In this session, we’ll talk about how even highly regulated industries can harness employees’ collective social presence into a team of powerful brand ambassadors that can humanize our brand, boost content, provide credibility and transparency, and impact our business.
TERRY GOLESWORTHY, President, Customer Respect Group
Determining the return on investment in Social Media initiatives is one of the more debated topics when evaluating the value and effectiveness of Social Media. Attendees in this session will gain insight into:
The true potential of social - what is realistic and valuable to measure
Insight on the use of traditional metrics such as share of voice and sentiment from social and how this may be measured
MICHELE MITCHELL, VP, General Manager, Life Stages
Life Stages, a start-up launched in January 2016, is leveraging the vast reach of social media to entertain and inform consumers around life events that align with insurance protection needs. Learn about Life Stages' approach, successes, and challenges as they deliver a compelling journey of influence through engaging content and communications.
CHRIS HILL, Vice President of Creative and Digital, Life Happens MAGGIE LEYES, Vice President of Content Strategy, Life Happens
In this interactive and informative Lab session from the social pros at Life Happens, you’ll learn protips for leveraging your brand on a variety of social media channels. We’ll talk about best practices, and you will come away with creative ways to craft memorable and engaging content for your audience from start to finish – that just might go viral.
SCOTT CAMPBELL, Executive Vice President and Chief Marketing Officer, American National.
In the insurance industry, it seems like we take our consumer hats off when we walk into work and become okay with providing inexcusably crappy experiences to our clients and agents. Learn how a multi-line carrier decided to stop ticking off the people who pay the bills and take an innovative approach to building a powerfully simple experience that they believe will truly set them apart. Attend this session and learn how you can do it, too!
FARRON BLANC, VP, Innovation Studio Lead, RGAx; JAY FARBER, Associate, F-Prime Capital Partners; RJ IRVING, CEO, Melius; Moderator: CORINA ROY, Assistant Vice President, Digital Experience, MassMutual
Somewhere out there, someone is trying to disrupt our industry on every point of the value chain. What can we learn from innovators that will help change the mindset of our business? In this session, we’ll look at the disruption that is shaking our industry and talk about ways we can adapt so we will see disruption not as a threat, but as an inspiration to innovate from within.
The customer journey is more than just a series of micro-moments on the way to a purchase. This integrated process can be central to the consumer’s entire experience – as important as the product itself in providing a competitive advantage. Companies are hiring Journey Design Managers to shape the customer journey before, during, and after purchase in order to keep customers irresistibly and permanently engaged. Hear what Google has learned about the importance of understanding micro-moments and what that might mean for financial services and your digital strategy.
The annual #SilverBowlAwards recognize excellence, innovation, and achievement in the use of social media in the financial services industry. This event is the big reveal of the 2016 winners, which this year includes some brand new categories recognizing industry trends in social media. Come to this presentation to congratulate your peers and get an inside look into the winning campaigns.
Feeling inspired by the #SilverBowlAwards? We're following up the event with targeted, topical “unconferenced” conversations with winners and finalists based on the award categories. Pull up a chair to the discussion on the topic you choose and get ready to share, ask questions, listen and learn.
The moderators will have discussion points to get the chat started, but the group will guide the exchange - ensuring that the session includes the topics and questions most important to YOU. Don't miss the lively discussion - it might be the highlight of the conference for you! Switch groups at the halfway point to attend two different sessions, or stay in one conversation to really explore the topic in depth.
There will be a brief intermission during this 60-minute session to allow participants to change topic discussions if they wish.
LIMRA research has found that 95% of US employees say financial literacy is important, while only 28% are very confident in their ability to make important financial decisions. The conversation in this session will focus on how our industry can leverage social channels to help consumers feel confident in their financial decision-making.
Social media is increasingly becoming the preferred platform for connecting with companies with questions and complaints. In this session, we'll talk about what works, and what doesn't, and ways to overcome challenges in meeting our customers' needs on social.
Today's candidates are digitally savvy and connected on all levels, especially during their career search. Let's talk about best practices and innovative ways we can use social to reach out and recruit the best talent into our industry.
Before, during, and after a social campaign, there are decisions to be made, resources to garner, strategies, tactics, tools, and more to manage. In this session, we'll hear from some of the best in the biz about innovative social campaigns.
Our industry has a long history of helping people in their time of need. Come to this session to learn more about how our industry is using social to boost philanthropy and make a difference in the world.
Just when we’ve mastered one channel, there’s another platform on the horizon. We’ll talk about Snapchat, Instagram, and others that might not even be on our radar yet as we think about opportunities and challenges in using these emerging channels.
The question is no longer IF financial professionals should use social media, but HOW. How are companies successfully supporting professionals in the use of social? Socially savvy advisors and company reps will lead this discussion on what works, and how we could do better.
Today, every step of the client journey, from discovery and research to consideration, loyalty, and referrals now deeply intersects digital. What does this omnichannel consumer mean for the future life insurance distribution?
In this session, Clara Shih, author of "The Social Business Imperative," will share key takeaways from her book on today's consumer along with best practices for adapting to this new social, mobile era. Join to learn more about why firms cannot get by simply creating digital touchpoints with clients. In addition, they must empower advisors to be omnichannel, digitally training and equipping their advisors to be findable, responsive, and in touch via social, mobile, and digital.
Back by popular demand, the dynamic duo of Mindset Digital has a new presentation for 2016: There's a lot of talk these days about the impact of being a "thought leader." Some executives have more people following them on Twitter than the companies they represent. And the top 500 influencers on LinkedIn regularly post blogs that generate thousands of views. These leaders have become major brand ambassadors, using their smart, thoughtful take on the world to build their reputations, enhance their companies' image and attract new talent. So how can you become a thought-leader - even if you're no Bill Gates, Arianna Huffington or Richard Branson?
In this high-energy, practical session, Dr. Debra Jasper and Betsy Hubbard, founders of Mindset Digital, will demonstrate what it takes --and why it's worth your time. They'll cover how to:
create compelling, shareable content
share your thinking in new, informal ways
extend your network, engage with others and build your credibility
To be a leader in a digital age, you must be a digital leader. This session will show you how to stand out in a crowded social media world.
Our economy has made the shift to mobile, and as a result, consumers are discovering what they need while defining when they need it all in one place - the mobile device. For the financial services industry, this means organizations must adapt quickly. These businesses must truly embrace the shift in order to stay relevant, provide enhanced and forward-looking customer experiences and continue to build a future for their brand.
Join Facebook's Financial Services Lead, Deepanjan De, to discuss the what the future holds for financial services. In this session, Deepanjan will shed light on tactical ways we can engage with our customers while taking advantage of the ever-changing digital landscape and the platforms that exist within it.
Entrepreneur, Author, Technology and Digital Media Expert
What technologies are emerging? Merging? How do I harness the power of Socialnomics? Qualman explores which innovative trends are cutting edge and which are bleeding edge to ensure your organization is not only on the correct path, but ahead of the curve. Most importantly he explores how to infuse more disruption and innovation into your business.
Amphitheatre
12:00 p.m.
Conference Adjourned
Registration
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 meetings@loma.org.
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.
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:
Sponsoring Organization will be identified as "Platinum Sponsor"
Keynote Speaker Scott Stratten, Disruptive and UN-traditional Sales, Marketing, & Branding Expert Thursday August 18th
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:
6-foot skirted table and electrical outlet. Tabletops or similarly-sized displays only.
Two full conference registrations (total value $2,390-member rate)
One-time use mailing list (Your choice of three weeks prior to or immediately following the event.)
Listing in the on-site conference program
Listing on the LIMRA and LOMA conference pages of your logo, description and website
Listing on Conference App with pdf of collateral piece
Recognition on general session walk-in slides
Gold Sponsorship
Sponsor Showcase Workshop
Your Sponsor Showcase Workshop will be one of three (3) 60-minute presentations taking place at various times on the program Thursday August 18.
Includes standard Exhibit Booth package with three (3) complimentary Conference registrations. (One of the complimentary registration is intended for the sponsor presenter) additional personnel can be registered at the member rate of $1,195 per person.
One exhibit booth space with one electrical outlet - the exhibit area will be host to a reception Wednesday evening, lunch & Silver Bowl Awards reception Thursday, breakfast each morning and extended breaks on Thursday and Friday.
The Service Provider, at their option, may include a Partner/Client company as part of the solution presentation for their particular success story, demonstration or product introduction. Registration fee is waived for one client co-presenter.
Complimentary access to an edited attendee list three weeks prior to or after the event which may be used for a one-time mailing to those attendees.
Listing on the LIMRA and LOMA Event web pages of your logo, description and website & On-Site Brochure
Signage recognizing sponsorship at sponsored event.
Continental Breakfast
Registration for a total of 3 persons; additional personnel can be registered at the member rate of $1,195 per person. The individuals will be officially registered and listed as delegates and invited to attend all conference events.
One exhibit booth space with one electrical outlet - the exhibit area will be host to a reception Wednesday evening, lunch & Silver Bowl Awards reception Thursday, breakfast each morning and extended breaks on Thursday and Friday.
Complimentary access to an edited attendee list three weeks prior to or after the event which may be used for a one-time mailing to those attendees.
Logos appear on the onsite Conference brochure
Signage recognizing sponsorship at sponsored event.
Silver Sponsorship
Refreshment Break Sponsor (4 available)
Mobile App
Complimentary registration for 3 people; additional personnel can be registered at the member rate of $1,195 per person. The individuals will be officially registered and listed as delegates and invited to attend all conference events.
This sponsorship does not include an Exhibit Display.
Acknowledgement in the onsite program or mobile app (sponsorship must be paid no later than July 15, 2016 to be published in the onsite program.)
Inclusion of a one-page flyer or small promotional item in all attendee packets.
Complimentary access to an edited attendee list three weeks prior to or after the event which may be used for a one-time mailing to those attendees.
Signage recognizing sponsorship at sponsored event & collateral distribution at sponsored event.
Complimentary access to an edited attendee list three weeks prior to or after the event which may be used for a one-time mailing to those attendees.
Listing on the LIMRA and LOMA Event web pages of your logo, description and website & onsite brochure
Signage recognizing sponsorship at sponsored event.
To create a sponsorship or exhibitor packages that will suit your business needs, please contact:
