Join the financial industry’s best and brightest minds in person to brainstorm, network, and learn in the city by the bay.
See you in San Francisco!
Join the financial industry’s best and brightest minds in person to brainstorm, network, and learn in the city by the bay.
See you in San Francisco!
Join the financial industry’s best and brightest minds in person to brainstorm, network, and learn in the city by the bay.
See you in San Francisco!
Join the financial industry’s best and brightest minds in person to brainstorm, network, and learn in the city by the bay.
It's a wrap!
Customers shared how they're getting ready for and using AI, learning from presentations, interactive peer roundtables, and networking with each other. An oyster roast at River House capped off an incredible event.
Sessions will take place in the Gallery space on the fourth floor
Monday, October 21
11:00 am - 4:00 pm | Customer Advisory Board
(Meeting for CAB members only)
5:30 pm - 8:00 pm | Welcome reception at the Windsor Court
Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.
11:00 am - 4:00 pm | Customer Advisory Board (Meeting for CAB members only)
5:30 pm - 8:00 pm | Welcome reception at the Windsor Court Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.
Tuesday, October 22
8:00 am | Registration opens/Networking breakfast in Gallery C
9:00 am | Opening session
10:15 am | Break
10:45 am | Session breakouts
Choose one
Start here: Foundational frameworks for social success
Compliance masterclass
Explore the crucial role of social selling in building new business with Head of Compliance Bill Simpson. Learn how to align user and content goals, combat resource constraints, and tackle common compliance challenges. Feel confident about overcoming initial inertia and equipping your field for social selling success in this interactive workshop!
Room: Vaux — 2nd floor
Mastering digital presence: What customers want (and how to deliver)
Compliance masterclass
Building an ideal digital customer journey means being present, accurate, and engaging across every touchpoint. Led by Senior Product Marketing Manager Trent Ruffolo, this session highlights key themes and takeaways from Yext’s 2024 Digital Presence Report. Discover how key brand trust factors like listings and reviews impact everything from search visibility to customer decision-making—and learn actionable ways to optimize brand discoverability, engagement, and reputation management.
Room: Vaux — 2nd floor
11:45 am | Lunch
12:45 pm | Session breakouts
Choose one
Drive, engage, diversify: Next-level social optimization
Compliance masterclass
What are the hallmarks of a successful social selling program? Strong field adoption, consistent content engagement, and strategic program diversity. In this workshop with Head of Content Erica Spelman, learn how to uplevel your firm’s social selling efforts by analyzing and optimizing your content strategy, driving greater program engagement.
Room: Vaux — 2nd floor
Think Tank: Using KPIs to define success
Compliance masterclass
Learn in real-time from fellow attendees! Join this expert-led group discussion to benchmark how different leaders measure program success. Share and compare your program’s experience with others, and get one-of-a-kind insight from peers on KPI best practices, proven strategies, opportunities for improvement, and trial-and-error learnings.
Room: Vaux — 2nd floor
1:45 pm | Break
2:00 pm | Session breakouts
Choose one
Acronyms for success: UMM + EMV = social ROI
Compliance masterclass
Once your social program is humming along, how do you assess its performance? And more importantly, how do you spot opportunities for improvement? In this session, Head of Digital Transformation Amanda Peitz explains exactly how to measure and evaluate success based on user behavior and tangible business value generated by social selling.
Room: Vaux — 2nd floor
Raising the bar: Getting to gold with Hearsay Social and Relate
Compliance masterclass
What does it take to run a gold-standard program for Hearsay Social or Relate? In this workshop, Customer Success Principal Michele Bateman will lead attendees through a comprehensive program analysis to review key features and workflows adopted by our most successful customers. Evaluate your program and identify opportunities to fully utilize the many Hearsay resources at your disposal.
Meet in the lobby to walk to Toulouse Terrace, 541 Decatur St.
8:30 pm | Activity concludes
Wednesday, October 23
Departures
Monday, October 21
1:30 pm - 4:00 pm | Customer Advisory Board
(Meeting for CAB members only)
5:30 pm - 8:00 pm | Welcome reception at the Windsor Court
Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.
11:00 am - 4:00 pm | Customer Advisory Board (Meeting for CAB members only)
5:30 pm - 8:00 pm | Welcome reception at the Windsor Court Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.
11:00 am - 4:00 pm | Customer Advisory Board (Meeting for CAB members only)
5:30 pm - 8:00 pm | Welcome reception at the Windsor Court Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.
Tuesday, October 22
8:00 am | Registration opens/Networking breakfast in Gallery C
9:00 am | Opening session
10:15 am | Break
10:45 am | Session breakouts
Choose one
Start here: Foundational frameworks for social success
Compliance masterclass
Explore the crucial role of social selling in building new business with Head of Compliance Bill Simpson. Learn how to align user and content goals, combat resource constraints, and tackle common compliance challenges. Feel confident about overcoming initial inertia and equipping your field for social selling success in this interactive session!
Room: Vaux — 2nd floor
Mastering digital presence: What customers want (and how to deliver)
Compliance masterclass
Building an ideal digital customer journey means being present, accurate, and engaging across every touchpoint. Led by Senior Product Marketing Manager Trent Ruffolo, this session highlights key themes and takeaways from Yext’s 2024 Digital Presence Report. Discover how key brand trust factors like listings and reviews impact everything from search visibility to customer decision-making—and learn actionable ways to optimize brand discoverability, engagement, and reputation management.
Room: Vaux — 2nd floor
11:45 am | Lunch
12:45 pm | Session breakouts
Choose one
Drive, engage, diversify: Next-level social optimization
Compliance masterclass
What are the hallmarks of a successful social selling program? Strong field adoption, consistent content engagement, and strategic program diversity. In this session with Head of Content Erica Spelman, learn how to uplevel your firm’s social selling efforts by analyzing and optimizing your content strategy, driving greater program engagement.
Room: Vaux — 2nd floor
Think Tank: Using KPIs to define success
Compliance masterclass
Learn in real-time from fellow attendees! Join this expert-led group discussion to benchmark how different leaders measure program success. Share and compare your program’s experience with others, and get one-of-a-kind insight from peers on KPI best practices, proven strategies, opportunities for improvement, and trial-and-error learnings.
Room: Vaux — 2nd floor
1:45 pm | Break
2:00 pm | Session breakouts
Choose one
Acronyms for success: UMM + EMV = social ROI
Compliance masterclass
Once your social program is humming along, how do you assess its performance? And more importantly, how do you spot opportunities for improvement? In this session, Head of Digital Transformation Amanda Peitz explains exactly how to measure and evaluate success based on user behavior and tangible business value generated by social selling.
Room: Vaux — 2nd floor
Raising the bar: Getting to gold with Hearsay Social and Relate
Compliance masterclass
What does it take to run a gold-standard program for Hearsay Social or Relate? In this workshop, Customer Success Principal Michele Bateman will lead attendees through a comprehensive program analysis to review key features and workflows adopted by our most successful customers. Evaluate your program and identify opportunities to fully utilize the many Hearsay resources at your disposal.
Sessions will take place in the Gallery space on the fourth floor
Monday, October 21
11:00 am - 4:00 pm | Customer Advisory Board
(Meeting for CAB members only)
5:30 pm - 8:00 pm | Welcome reception at the Windsor Court
Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.
11:00 am - 4:00 pm | Customer Advisory Board (Meeting for CAB members only)
5:30 pm - 8:00 pm | Welcome reception at the Windsor Court Join us in the library and Palm Court rooms to connect with peers and treat your tastebuds to delicious drinks and appetizers while soaking up some New Orleans charm.
Tuesday, October 22
8:00 am | Registration opens/Networking breakfast in Gallery C
9:00 am | Opening session
10:15 am | Break
10:45 am | Session breakouts
Choose one
Start here: Foundational frameworks for social success
Compliance masterclass
Explore the crucial role of social selling in building new business with Head of Compliance Bill Simpson. Learn how to align user and content goals, combat resource constraints, and tackle common compliance challenges. Feel confident about overcoming initial inertia and equipping your field for social selling success in this interactive workshop!
Room: Vaux — 2nd floor
Mastering digital presence: What customers want (and how to deliver)
Compliance masterclass
Building an ideal digital customer journey means being present, accurate, and engaging across every touchpoint. Led by Senior Product Marketing Manager Trent Ruffolo, this session highlights key themes and takeaways from Yext’s 2024 Digital Presence Report. Discover how key brand trust factors like listings and reviews impact everything from search visibility to customer decision-making—and learn actionable ways to optimize brand discoverability, engagement, and reputation management.
Room: Vaux — 2nd floor
5:30 pm | Networking activity Meet in the lobby to walk to Toulouse Terrace, 541 Decatur St.
8:30 pm | Activity concludes
Wednesday, October 23
Departures
What to expect at Fall Roundtable
We got rave reviews from last year’s attendees. Here are the highlights!
Hearsay’s Fall Roundtable will be hosted at The Windsor Court. Located on the edge of New Orleans’ vibrant French Quarter, this beautiful property—which boasts one of the largest private art collections in New Orleans—will be the perfect backdrop for this intimate customer-only event. After registering, you’ll receive a link to book your room.