2022 Hearsay Summit highlights

Watch recorded keynote and breakout sessions from the event

This year’s Summit focused on how the most successful organizations in financial services have been able to navigate pivots, turns, and regulations post-pandemic by embracing technology to accelerate productivity and leverage new channels of client engagement, all while proactively mitigating risk.

You can now review highlights by accessing the recorded keynote and breakout sessions from the event below.

Opening Session

Mike Boese, CEO, Hearsay Systems
Lenny Acrigarofalo, Head of Advisor Platforms & Advisor Enablement, Wells Fargo
Pradeep Ananth, VP of Client Services, Hearsay Systems
Matt Newman, CCO, Hearsay Systems
Beth Norman, Managing Director, RBC Wealth Management
Tim Rickards, Director of Social & Content Strategy, Hearsay Systems
Roger Tye, VP of Digital Connectivity, Marketing, Allstate

‍Path to personalization: the social selling multiplier

Leslie Leach, CMSO, Hearsay Systems
Christine Meginness, Program Director, Sites, Hearsay Systems
Tim Rickards, Director of Social & Content Strategy, Hearsay Systems

Balance your compliance footprint with the right content mix

Owen Donley, Chief Counsel, Office of Investor Education and Advocacy, SEC
Bill Simpson, Compliance Principal, Hearsay Systems

ROI Roadmap: Measure and communicate your program’s value

Corinna Graham-Reilly, Senior Marketing Manager, Liberty Mutual Insurance
Alex Schuster, VP of Digital Transformation, Hearsay Systems

Route to Success: Governance options for Social, Relate and Sites programs

BethAnn Meier, Director, Field & Product Marketing, American Family Insurance
Alex Schuster, VP of Digital Transformation, Hearsay Systems

Harnessing speed and agility to improve lead conversion

Pradeep Ananth, VP of Client Services, Hearsay Systems
Alexis Dufresne, CEO, Faveeo
Colin Kinsella, Former CEO Havas/Mindshare/Digitas & Former President Razorfish

Finetune Your Content Engine

Kia Repo, Principal Product Manager, Hearsay Systems
Tim Rickards, Director of Social & Content Strategy, Hearsay Systems
Bill Simpson, Compliance Principal, Hearsay Systems

Executive Panel discussion and closing session

Zack Gipson, Managing Director, Head of Digital Investor Solutions, Charles Schwab
Rohit Mahna, Head of Client Growth, Fidelity Institutional
Sherina Smith, CMO, American Family Insurance
Moderator: Kimberly Miller, VP of Sales for North America, LinkedIn
Craig Culver, Industry Manager, Insurance at Meta