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Come Together:
An Interactive Roundtable

Opening Remarks

Mike Boese, Hearsay CEO 
Sean Kellenberger, Head of US Brand, Marketing, & Digital Strategy, RBC Wealth Management 

The Power of a Unified Content Strategy

Peter Tartaro
, Manager, Practice Development, Securian

Katie Pfledderer, Manager, Social Media, Branding, and Analytics, Charles Schwab
Christine Meginness, Program Director for Sites, Hearsay
Tim Rickards, Director of Social and Content Strategy, Hearsay

Upgrade your Texting Strategy:
 How to Take Your Program to the Next Level 

Josh Feyen
, Digital and Social Marketing, American Family Insurance

Leslie Leach, VP of Marketing, Hearsay
Alex Margolis, Solutions Consulting, Hearsay

Insights from our 2021 Compliance Benchmark Survey

Ann Robinson
, Chief Compliance Officer, Farmers Financial Solutions

Bill Simpson, Senior Compliance Manager, Hearsay

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