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You’re Telling Me
                                               WHAT?!


                                                Governing Social
                                                Media Participation in
                                                the Workplace	
  

Ragan Social Media Conference| February 2010
Terry McKenzie | The Fibonacci Design Group
Blog: tmacwords.wordpress.com
E-mail: terry@fibonaccidesigngroup.com
www.fibonaccidesigngroup.com
Robert Haft Technology Study




54% of the sample of 1,400 CIOs of                                                                                                                                                           54%
companies with 100 or more employees
block employees from accessing any social
media at work (August 2009)

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What Worries Companies



                                        s
                                 Moment
                         Big CNN
                                                                                                                                                                                +   =




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What Worries Companies




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What Worries Companies

       Tweet:	
  “True confession but I’m in one of
       those towns where I scratch my head and
       say ‘I would die if I had to live here!’ ”

                                               The client was not amused.	
  



The agency executive?
 Ketchum VP James Andrews.

The client?
FedEx based in Memphis.


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And That’s Not All

                                                                                                                            Security
                                                                                                                                Productivity
                                                                                                                           Data Privacy
                                                                                                                            Company Brand
                                                      Return on Investment




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One Perspective	
  



Outlaw                                                                                                                                               Everything




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And Another…	
  



No Business Value Myth                                                                                                                                                       Productivity Myth
                Legal Issues                                                                                                                     Block Access to
                                                                                                                                                    Block Abuse POV



  Shel Holtz, ABC,
  Principal of Holtz
  Communication +
  Technology
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So, Who is Right?	
  




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Depends on Who You Ask	
  


                                                                                               Role: Adult in Charge

                                                                                               Possible Titles: CIO, CFO, HR.,
                                                                                               General Counsel

                                                                                               Motivation: Protect IP, protect
                                                                                               systems, data privacy, no lawsuits,
                                                                                               protect company assets




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Depends on Who You Ask	
  


                                                                                               Role: Company promoter

                                                                                               Possible Titles: CMO, VP Corporate
                                                                                               Communication

                                                                                               Motivation: Protect and market
                                                                                               company brand, spread word, create
                                                                                               communities of support




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Depends on Who You Ask	
  


                                                                                               Role: Knowledge Worker

                                                                                               Possible Titles: Engineer, Product
                                                                                               Development Managers

                                                                                               Motivation: Innovation, connections,
                                                                                               knowledge-sharing, communities




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Depends on Who You Ask	
  


                                                                                               Role: Employees

                                                                                               Possible Titles: You name it

                                                                                               Good Motivations: Knowledge
                                                                                               seeking, connections, ideas,
                                                                                               research

                                                                                               Nefarious Motivations: Play
                                                                                               Scrabble, catch last week’s episode
                                                                                               of Lost, shop, win Mafia Wars




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Can’t I Just Ignore This?	
  




                                           Uh, no.
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The Hard Truth	
  




                                                                                 IF
you allow social networking at work is no longer the issue


                                                       HOW
                                           you manage it is
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The Smart Phone Factor	
  

                                                                            18.9%                                                                                    Mobile Market View
                                                                                                                                                                     By The Kelsey Group




                                                                                                                                                                                 49.2%




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What to Do	
  



Set clear expectations.
Articulate consequences.
In other words, have social
policy guidelines.




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Step One	
  
                    Core Team Set Up




Privacy Officer/   IT                                                               Public                                                                                                    Human      Communications
     Legal                                                                         Relations                                                                                                 Resources




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Step Two	
  
                               Stakeholder Input
               Share ideas!
Protect the
                                                                                                                                   Interact with
 company!                                                                                                                                                                                                      Slander and
                                                                      Make                                                          customers!                                                                                    Stay
                       Stop wasting                                                                                                                                                                            defamation!     informed!
                           time!                                   Connections!




 Privacy Officer/             IT                                                                Public                                                                                                        Human          Communications
      Legal                                                                                    Relations                                                                                                     Resources




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Three Big Areas of Concern	
  




 Security                       Productivity                                                                                                                                          Brand

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Security	
  
     Job #1: Protect the Company




Information                                                     Assets                                                                                                                  Behavior

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Securing the Information	
  


      Information                                                              Assets                                                                                                                  Behavior

•    Intellectual property
•    Competitive analysis
•    Pricing
•    Financials
•    Data privacy




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Securing the Information	
  


      Information                                                              Assets                                                                                                                  Behavior

•    Intellectual property                   •             Viruses
•    Competitive analysis                    •             Hackers
•    Pricing                                 •             Passwords
•    Financials                              •             People
•    Data privacy                            •             Physical property




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Securing the Information	
  


      Information                                                              Assets                                                                                                                        Behavior

•    Intellectual property                   •             Viruses                                                                                                                                     •    Slander
•    Competitive analysis                    •             Hackers                                                                                                                                     •    Dirty laundry
•    Pricing                                 •             Passwords                                                                                                                                   •    Knock products
•    Financials                              •             People                                                                                                                                      •    Carelessness
•    Data privacy                            •             Physical property                                                                                                                           •    Innocent mistakes
                                                                                                                                                                                                       •    Mischief
                                                                                                                                                                                                       •    Reputation damage



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Productivity	
  
What Weighs More?




a)  A pound of feathers
b)  A pound of lead

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Productivity	
  
 What Wastes More Time?




a)  An hour checking Facebook status
b)  An hour wandering from office to
    office in search of gossip
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Two Points	
  




1.  Performance management
2.  Work/life balance
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Protecting the Brand	
  

   •    Clear brand guidelines
   •    Clear public discourse guidelines
   •    Training
   •    Speaking for self, not for company
   •    Easily accessible brand materials




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Step Three	
  
                  Know Thyself

•    Business goals
•    Industry
•    Employee demographics
•    Culture
•    Current IT state
•    Budget




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Business Goal Examples	
  

•  Customer contact
•  Recruiting
•  Brand awareness
•  Community involvement
•  Relationships with
   external partners
•  Internal community
   building and collaboration


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Benefits Communication	
  
                    Short and Clear




  “Choosing a                                                                                                                                                                                    “Choosing a
 medical plan?                                                                                                                                                                                  medical plan?
You pay more for                                                                                                                                                                               Costs are lower
 a PPO but you                                                                                                                                                                                 with an HMO,
 have flexibility                                                                                                                                                                                 but you’re
to the providers                                                                                                                                                                              restricted on the
   you want.”                                                                                                                                                                                   providers you
                                                                                                                                                                                                   can see.”



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Industry	
  



                                                              VS.




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Employee Demographics	
  

•    Location
•    Tenure
•    Social IQ
•    Usage patterns
•    Access to system
•    Job requirements




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Culture	
  

•    Values
•    Leadership
•    Centralized vs. decentralized
•    Open vs. closed
•    Flexibility
•    Job requirement




                T	
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Step Four	
  
      Set Up Guidelines




1.  Start with Code of Conduct
2.  Review communication policies
        T	
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Learn from the Best	
  




You’ll find dozens of examples online.

           T	
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Common Themes	
  

                                                      •  Identification
                                                      •  Accountability
                                                      •  Protection of copyright and
                                                         proprietary information
                                                      •  Respect
                                                      •  Judgment
                                                      •  Day job



   T	
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Consequences, Good and Bad	
  

                                                            •                   Community equity™
                                                            •                   Community policing
                                                            •                   Manager involvement
                                                            •                   Office of Business Conduct




         T	
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Test with Audience	
  
           Best Practice




                                                   Allow input from
                                                      employees
    T	
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Step Five	
  
 Communicate and Commit




  Educate, encourage…
and sign on the dotted line.



       T	
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  ,	
  	
  	
  L	
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  C	
  
Education	
  

•    Podcasts/videocasts
•    Role models
•    Orientation
•    Social Media for Dummies
     wiki




                T	
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  ,	
  	
  	
  L	
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  C	
  
Managing	
  

•    Community monitoring
•    Legal insight
•    Business conduct oversight
•    Managerial responsibility




               T	
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  ,	
  	
  	
  L	
  L	
  C	
  
Final Thoughts	
  


                       •  It’s very, very hard to contain
                       •  Get ahead of the curve:
                                                                           1.  Team approach
                                                                           2.  Guidelines
                                                                           3.  Ongoing involvement




  T	
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  ,	
  	
  	
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  L	
  C	
  
Appendix	
  




T	
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  U	
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  ,	
  	
  	
  L	
  L	
  C	
  
Sources	
  
•    Stacey Wilson – Eloquor Consulting, Inc.
•    Glen Mathison at Charles Schwab
•    Robert Worrall - CIO, Sun Microsystems
•    Shel Holz
•    www.mashable.com




                T	
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  L	
  C	
  

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Governing Social Media Participation in the Workplace

  • 1. You’re Telling Me WHAT?! Governing Social Media Participation in the Workplace   Ragan Social Media Conference| February 2010 Terry McKenzie | The Fibonacci Design Group Blog: tmacwords.wordpress.com E-mail: terry@fibonaccidesigngroup.com www.fibonaccidesigngroup.com
  • 2. Robert Haft Technology Study 54% of the sample of 1,400 CIOs of 54% companies with 100 or more employees block employees from accessing any social media at work (August 2009) T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 3. What Worries Companies s Moment Big CNN + = T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 4. What Worries Companies T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 5. What Worries Companies Tweet:  “True confession but I’m in one of those towns where I scratch my head and say ‘I would die if I had to live here!’ ” The client was not amused.   The agency executive? Ketchum VP James Andrews. The client? FedEx based in Memphis. T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 6. And That’s Not All Security Productivity Data Privacy Company Brand Return on Investment T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 7. One Perspective   Outlaw Everything T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 8. And Another…   No Business Value Myth Productivity Myth Legal Issues Block Access to Block Abuse POV Shel Holtz, ABC, Principal of Holtz Communication + Technology T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 9. So, Who is Right?   T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 10. Depends on Who You Ask   Role: Adult in Charge Possible Titles: CIO, CFO, HR., General Counsel Motivation: Protect IP, protect systems, data privacy, no lawsuits, protect company assets T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 11. Depends on Who You Ask   Role: Company promoter Possible Titles: CMO, VP Corporate Communication Motivation: Protect and market company brand, spread word, create communities of support T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 12. Depends on Who You Ask   Role: Knowledge Worker Possible Titles: Engineer, Product Development Managers Motivation: Innovation, connections, knowledge-sharing, communities T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 13. Depends on Who You Ask   Role: Employees Possible Titles: You name it Good Motivations: Knowledge seeking, connections, ideas, research Nefarious Motivations: Play Scrabble, catch last week’s episode of Lost, shop, win Mafia Wars T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 14. Can’t I Just Ignore This?   Uh, no. T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 15. The Hard Truth   IF you allow social networking at work is no longer the issue HOW you manage it is T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 16. The Smart Phone Factor   18.9% Mobile Market View By The Kelsey Group 49.2% T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 17. What to Do   Set clear expectations. Articulate consequences. In other words, have social policy guidelines. T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 18. Step One   Core Team Set Up Privacy Officer/ IT Public Human Communications Legal Relations Resources T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C   T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 19. Step Two   Stakeholder Input Share ideas! Protect the Interact with company! Slander and Make customers! Stay Stop wasting defamation! informed! time! Connections! Privacy Officer/ IT Public Human Communications Legal Relations Resources T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 20. Three Big Areas of Concern   Security Productivity Brand T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 21. Security   Job #1: Protect the Company Information Assets Behavior T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 22. Securing the Information   Information Assets Behavior •  Intellectual property •  Competitive analysis •  Pricing •  Financials •  Data privacy T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 23. Securing the Information   Information Assets Behavior •  Intellectual property •  Viruses •  Competitive analysis •  Hackers •  Pricing •  Passwords •  Financials •  People •  Data privacy •  Physical property T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 24. Securing the Information   Information Assets Behavior •  Intellectual property •  Viruses •  Slander •  Competitive analysis •  Hackers •  Dirty laundry •  Pricing •  Passwords •  Knock products •  Financials •  People •  Carelessness •  Data privacy •  Physical property •  Innocent mistakes •  Mischief •  Reputation damage T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 25. Productivity   What Weighs More? a)  A pound of feathers b)  A pound of lead T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 26. Productivity   What Wastes More Time? a)  An hour checking Facebook status b)  An hour wandering from office to office in search of gossip T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 27. Two Points   1.  Performance management 2.  Work/life balance T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 28. Protecting the Brand   •  Clear brand guidelines •  Clear public discourse guidelines •  Training •  Speaking for self, not for company •  Easily accessible brand materials T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 29. Step Three   Know Thyself •  Business goals •  Industry •  Employee demographics •  Culture •  Current IT state •  Budget T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 30. Business Goal Examples   •  Customer contact •  Recruiting •  Brand awareness •  Community involvement •  Relationships with external partners •  Internal community building and collaboration T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 31. Benefits Communication   Short and Clear “Choosing a “Choosing a medical plan? medical plan? You pay more for Costs are lower a PPO but you with an HMO, have flexibility but you’re to the providers restricted on the you want.” providers you can see.” T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 32. Industry   VS. T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 33. Employee Demographics   •  Location •  Tenure •  Social IQ •  Usage patterns •  Access to system •  Job requirements T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 34. Culture   •  Values •  Leadership •  Centralized vs. decentralized •  Open vs. closed •  Flexibility •  Job requirement T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 35. Step Four   Set Up Guidelines 1.  Start with Code of Conduct 2.  Review communication policies T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 36. Learn from the Best   You’ll find dozens of examples online. T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 37. Common Themes   •  Identification •  Accountability •  Protection of copyright and proprietary information •  Respect •  Judgment •  Day job T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 38. Consequences, Good and Bad   •  Community equity™ •  Community policing •  Manager involvement •  Office of Business Conduct T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 39. Test with Audience   Best Practice Allow input from employees T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 40. Step Five   Communicate and Commit Educate, encourage… and sign on the dotted line. T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 41. Education   •  Podcasts/videocasts •  Role models •  Orientation •  Social Media for Dummies wiki T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 42. Managing   •  Community monitoring •  Legal insight •  Business conduct oversight •  Managerial responsibility T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 43. Final Thoughts   •  It’s very, very hard to contain •  Get ahead of the curve: 1.  Team approach 2.  Guidelines 3.  Ongoing involvement T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 44. Appendix   T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C  
  • 45. Sources   •  Stacey Wilson – Eloquor Consulting, Inc. •  Glen Mathison at Charles Schwab •  Robert Worrall - CIO, Sun Microsystems •  Shel Holz •  www.mashable.com T  H  E      F  I  B  O  N  A  C  C  I      D  E  S  I  G  N      G  R  O  U  P  ,      L  L  C