ROUNDTABLE DISCUSSIONS (PLEASE SELECT ONE)

Break into smaller groups of approximately 10 industry peers to work through a series of questions and challenges to share knowledge on a particular topic that is most critical to your role and business.

A) WHEN DATA IS SCARCE: Strategies for Communicating Impact without Traditional KPIs

Led by: Steve Donohue, Senior Vice President of Marketing, Institution Services, LPL Financia

B) AFFILIATE AND PARTNER MARKETING. Leveraging Relationships to Differentiate Your Brand and Grow Your Customer Base

C) THE FUTURE OF WEALTH: Activating Diverse Communities in Preparation for the Great Wealth Transfer

D) SOCIAL MEDIA ROI: Moving Beyond the Awareness Stage to Pipeline Growth

E) GENAI, COMPLIANCE, AND CREATIVITY: Balancing GenAI Innovation with Legal Realities

F) INSURANCE MARKETING FOR THE DIGITAL AGE: Building Trust with Today’s Consumers through Multi-Channel Strategies and Digital Enablement