Joyce Sullivan presents 04 14 2011 BDI Financial Services Social Communications Leadership Forum

FWA.org Joyce Sullivan Board Director, Financial Women’s Association Co-Founder, FWA Communications & Digital Media [email_address] Twitter @fwany @joycemsullivan Business Development Institute, April 14, 2011 Financial Services Social Communications: Leadership Forum Case Study - Transitioning from Traditional to Social / Web 2.0 Communications

The Financial Women’s Association is the leading professional organization that connects, educates and advances women in business and finance.
Founded in 1956
8 women on Wall Street met to share professional experiences
Non-profit organization
Leadership development / mentoring / financial literacy / microfinance
Financial services professional development / industry advocacy
1,000 members worldwide – senior leaders - women and men
120 Events held annually
38 Committees
2 New Committees in 2010-2011
Communications & Digital Media
Men’s Alliance
Off the Job Training for On the Job Success @fwany @joycemsullivan

Traditional Communication – Web 1.0
Basic Website
Event Listing and Online booking
Online member directory
Online event payment
Initial social communication governance
Movement to Social Communication – Web 2.0
Outside competitive forces
other organization offering similar professional / networking services
Expense management; how to reduce operating expenses using new tools
Senior management – established executives / traditional communication
Emerging leaders – grew up with Web 2.0 / social communications
Membership retention challenges / growth opportunities
Social media compliance / governance management
Leadership opportunities to move organization to social / Web 2.0
@fwany @joycemsullivan

@fwany @joycemsullivan Web 1.0 http://fwa.org

@fwany @joycemsullivan Movement toward Web 2.0

FWA Communications and Digital Media – Social Communications Sites FWA LinkedIn – Members Only: April 2008 Direct Outreach: New FWA Members received invite to join member group Custom training offered to FWA Leadership and Committee Chairs FWA Twitter: November 2009 FWA Facebook Page December 2009 FWA LinkedIn Company Page: December 2010 @fwany @joycemsullivan

Credit: Cornelia-Levy Bencheton @bencheton

Credit: Jean Cleary @JeanCleary

What Are We Tweeting? Events and news Press Member achievements Retweets Reasons to join Credit: Kathryn Lineberger @finanSTYLE

Credit: Cornelia-Levy Bencheton @bencheton

Credits: @bencheton @JeanCleary @finanSTYLE

Transitioning - Traditional Communications to Social Communications
Look for opportunities to introduce social communications
Event promotion, membership drives, student recruitment, networking
Embrace your existing audience / members
Look at staff / members backgrounds for areas of interest
Seek out and invite ‘early adopters / eager learners’ to join movement
Personally invite individuals to join your “working group”
Nurture top leaders / influencers to become conversant in social tools
It’s lonely at the top! Help a Financial Services Leader Learn Social Today!
Become working partners with your legal and compliance teams
Work with your legal and compliance partners in this evolving space
Recognize sponsors who are in the social communications space
Do you know if your key clients / sponsors use social?
follow / engage them; show you are listening and ‘get it’
Celebrate early successes
Advertise internally / externally social milestones
Continue to advocate / Change when needed
Vision / Leadership / Patience
@fwany @joycemsullivan

FWA.org Joyce Sullivan Board Director, Financial Women’s Association Co-Founder, FWA Communications & Digital Media [email_address] Twitter @fwany @joycemsullivan Business Development Institute, April 14, 2011 Financial Services Social Communications: Leadership Forum Case Study - Transitioning from Traditional to Social / Web 2.0 Communications Questions? Thank you!

Joyce Sullivan presents 04 14 2011 BDI Financial Services Social Communications Leadership Forum

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Joyce Sullivan presents 04 14 2011 BDI Financial Services Social Communications Leadership Forum Presentation Transcript