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

840 views

Published on

Joyce Sullivan, Board Director, Financial Women\'s Assocation and FWA Co-Founder of Digital Media Group outlines general principals and best practices for moving a traditional communications organization into Web 2.0 social communications organization

Published in: Business, Economy & Finance
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
840
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
4
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

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

  1. 1. 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
  2. 2. <ul><li>The Financial Women’s Association is the leading professional organization that connects, educates and advances women in business and finance. </li></ul><ul><li>Founded in 1956 </li></ul><ul><li>8 women on Wall Street met to share professional experiences </li></ul><ul><li>Non-profit organization </li></ul><ul><li>Leadership development / mentoring / financial literacy / microfinance </li></ul><ul><li>Financial services professional development / industry advocacy </li></ul><ul><li>1,000 members worldwide – senior leaders - women and men </li></ul><ul><li>120 Events held annually </li></ul><ul><li>38 Committees </li></ul><ul><ul><li>2 New Committees in 2010-2011 </li></ul></ul><ul><ul><ul><li>Communications & Digital Media </li></ul></ul></ul><ul><ul><ul><li>Men’s Alliance </li></ul></ul></ul>Off the Job Training for On the Job Success @fwany @joycemsullivan
  3. 3. <ul><li>Traditional Communication – Web 1.0 </li></ul><ul><li>Basic Website </li></ul><ul><li>Event Listing and Online booking </li></ul><ul><li>Online member directory </li></ul><ul><li>Online event payment </li></ul><ul><li>Initial social communication governance </li></ul><ul><li>Movement to Social Communication – Web 2.0 </li></ul><ul><li>Outside competitive forces </li></ul><ul><ul><li>other organization offering similar professional / networking services </li></ul></ul><ul><li>Expense management; how to reduce operating expenses using new tools </li></ul><ul><li>Senior management – established executives / traditional communication </li></ul><ul><li>Emerging leaders – grew up with Web 2.0 / social communications </li></ul><ul><li>Membership retention challenges / growth opportunities </li></ul><ul><li>Social media compliance / governance management </li></ul><ul><li>Leadership opportunities to move organization to social / Web 2.0 </li></ul>@fwany @joycemsullivan
  4. 4. @fwany @joycemsullivan Web 1.0 http://fwa.org
  5. 5. @fwany @joycemsullivan Movement toward Web 2.0
  6. 6. 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
  7. 7. Credit: Cornelia-Levy Bencheton @bencheton
  8. 8. Credit: Jean Cleary @JeanCleary
  9. 9. What Are We Tweeting? Events and news Press Member achievements Retweets Reasons to join Credit: Kathryn Lineberger @finanSTYLE
  10. 10. Credit: Cornelia-Levy Bencheton @bencheton
  11. 11. Credits: @bencheton @JeanCleary @finanSTYLE
  12. 12. <ul><li>Transitioning - Traditional Communications to Social Communications </li></ul><ul><li>Look for opportunities to introduce social communications </li></ul><ul><ul><ul><li>Event promotion, membership drives, student recruitment, networking </li></ul></ul></ul><ul><li>Embrace your existing audience / members </li></ul><ul><ul><li>Look at staff / members backgrounds for areas of interest </li></ul></ul><ul><li>Seek out and invite ‘early adopters / eager learners’ to join movement </li></ul><ul><ul><li>Personally invite individuals to join your “working group” </li></ul></ul><ul><li>Nurture top leaders / influencers to become conversant in social tools </li></ul><ul><ul><li>It’s lonely at the top! Help a Financial Services Leader Learn Social Today! </li></ul></ul><ul><li>Become working partners with your legal and compliance teams </li></ul><ul><ul><li>Work with your legal and compliance partners in this evolving space </li></ul></ul><ul><li>Recognize sponsors who are in the social communications space </li></ul><ul><ul><li>Do you know if your key clients / sponsors use social? </li></ul></ul><ul><ul><li>follow / engage them; show you are listening and ‘get it’ </li></ul></ul><ul><li>Celebrate early successes </li></ul><ul><ul><li>Advertise internally / externally social milestones </li></ul></ul><ul><li>Continue to advocate / Change when needed </li></ul><ul><li>Vision / Leadership / Patience </li></ul>@fwany @joycemsullivan
  13. 13. 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!

×