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    Social Media Now! Getting it Done in
    Today's Financial Services Firm

    April 11, 2012


    Registration Fee: US$895.00       Register    Location    Instructors

    Many classes sell out; we suggest registering at least one week in advance to ensure availability.

    Intermediate Level, 7 CPE Credits
    Instructors: Margaret R.A. Paradis, Esq. and Thomas Bookwalter
    Hours: 9:00 am - 5:00 pm; Registration/Breakfast begins at 8:30 am
    Location: Bayards, One Hanover Square, NYC (Financial District)

    You have decided to use social media for your firm and set your policy and are ready to  structure and roll out.  ...but are you really?? This seminar is designed to take your firm through to roll out after that important decision-making process is complete.  

    Making social media SAFE for your firm! Our guided discussion goes through in depth the key steps to launch your policy...with validation at each step in the process—“checking for holes”:

    1. Policy Audit for completeness, relevance and appropriateness

    • Checklist to assure all critical bases for coverage
    • Validate decision-making process

    2. Focus on the purpose of your adopted social media policy:

    • Corporate Branding
    • Channel outreach: selected intermediaries
    • Existing client and customer outreach
    • Prospective client and customer outreach
    • Internal collaboration

    3. Risk Management: Addressing the different and common risks posed by your planned use(s)
              of social media

    • Covering the range of risks—reputation/brand protection, IT,  HR,  privacy (investor, employee and strategic partner), financial regulatory and cross border
    • Deploying a variety of risk control tools
      • Record creation and control: determining the universe (business as such), eliminating the “manual trap”:
        • Capturing and archiving
        • Patrolling the universe
          • Pre release compliance
          • Post publication surveillance
        • Retrieval for Examination/investigation/litigation planning
        • Creating an effective SWAT team for rapid response
          • The Black Swan
          • Expecting the Unexpected to Happen
        • Creating SLAs
    • When you contract for services make sure you have your objectives in mind, especially when it comes to access and retrieval
    • Fluid process to enable frequent reviews and adjustments

    4. Training effective program utilizing in person and online capabilities:

    • Different groups with different training needs:
    • Key departments
    • Staff plus manager and supervisor levels
    • Coordination with strategic partners
    • End users
    • Utilizing an effective mix of training techniques for launch and reinforcement
    • Fluid process
    • Finding the rational line between the personal and busniess in social media for the firm and employees

    5. Selecting technologies

    • Understanding what you want from your technologies
    • Defining and articulating requirements
    • Assessing systems capabilities
    • How many systems do you need to implement
    • What do you need to get started
    • What can be added later

    6. Performance metrics

    • What does good look like
    • How do we prove we are achieving it

    7. What are the real costs of having the social media campaign you are definingCreating the
                winning team as it evolves through the critical phases:

    • Design Team
    • Launch Team
    • Operating Team