Speaker Profile

Jake Wengroff

Founder/Director, JXB1 Social Business

Jake Wengroff is a marketing, media, and training professional with over 17 years of experience in vendor evaluation, change management, marketing strategy, and training course design. Previously the global director of social media strategy and research for consulting firm Frost & Sullivan, Jake works with clients in the technology, publishing, and professional services markets. He is a regular contributor to InformationWeek, CMO.com, Social Media Today, and other publications, and has served as chairman of GSMI's Social Media Strategies Summit. Earlier in his career, Jake managed marketing programs for such clients as Paribas, DLJdirect, Chase Manhattan Bank, Bear Stearns, Pitney Bowes, PricewaterhouseCoopers, ABI Research, the American Marketing Association, and Moody's KMV. Jake was named Trainer of the Year for Kaplan/Washington Post, having trained over 300 instructors. He is regularly quoted in such publications as Reuters, Bloomberg, Time, and Forbes, and holds a B.A. from Brandeis University and an M.B.A. and M.S. from University of Miami.



Speakers
  •   Recorded
  •   View Anytime
  •     $10.00
Social Media for Financial Services: New and Expected FINRA Guidance

Financial services firms and even individual financial services professionals remain curious about what is considered acceptable practice regarding communications with the public via social media. Though social media has proven to be a tremendous marketing channel to present capabilities and find new clients, FINRA continues to issue guidance on recordkeeping, suitability, supervision, and content requirements for such communications. This webinar will provide an update on current guidance, and offer suggestions on how to remain compliant while still harnessing the marketing power of social networks.

View Details


Speakers
  •   Recorded
  •   View Anytime
  •     $10.00
Social Media for Financial Services: New and Expected FINRA Guidance

Financial services firms and even individual financial services professionals remain curious about what is considered acceptable practice regarding communications with the public via social media. Though social media has proven to be a tremendous marketing channel to present capabilities and find new clients, FINRA continues to issue guidance on recordkeeping, suitability, supervision, and content requirements for such communications. This webinar will provide an update on current guidance, and offer suggestions on how to remain compliant while still harnessing the marketing power of social networks.

View Details


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