Craig Pfeiffer, Morgan Stanley Smith Barney Managing Director of Marketing & The Client Experience, to Keynote BDI and PR Newswire’s Financial Services Social Communications Conference in NY on November 18, 2010

New York, Tuesday — October 19, 2010 /PRNewswire/ — Morgan Stanley Managing Director of Marketing & The Client Experience Craig Pfeiffer, a veteran financial services executive, will deliver the keynote presentation about how large financial institutions are integrating social communications into their marketing and communications platforms across the organization. The conference will be held on November 18, 2010 at the Graduate Center of The City University of New York and is produced by Business Development Institute and PR Newswire.

“Financial institutions are waking up to how they can achieve business objectives by embracing social communications and technologies, despite the regulatory hurdles. We are fortunate to have Craig Pfeiffer from Morgan Stanley Smith Barney and other thought leaders from Citigroup, Alliance Bernstein, The Wall Street Journal Digital Network, and FaceTime Communications also share their experiences and perspectives at the conference,” says Steve Etzler, Founder & CEO of Business Development Institute.

The half-day morning conference will consist of several case study presentations followed by smaller moderated interactive roundtable discussion groups with 8-12 attendees each on very specific topics.

Presenters and moderators include:

Case Studies by:

Sarah Carter, VP, Marketing, FaceTime Communications
Jim Issokson, Senior Business Leader, Reputation and Issue Management, MasterCard Worldwide
Elizabeth Birenbaum, Vice President, US Digital Marketing, MasterCard Worldwide
Adam Maginn, Senior Analyst, Corporate Insight
Anna O'Brien, VP Social Media, Citibank NA
Adam Verchinski, Vice President, IT Business Analysis Manager & Marketing and Client Communications, AllianceBernstein

Roundtable Moderators:
Lauren Wagner Boyman, Executive Director, Marketing & The Client Experience, Morgan Stanley Smith Barney
Sarah Carter, VP, Marketing, FaceTime Communications
David Dunne, CEO, Velocidi
Veronica Fielding, President & CEO, Digital Brand Expressions
Mark Fishkin, Executive Director, Digital Solutions, Wall Street Journal Digital Network
Jim Issokson, Senior Business Leader, Reputation and Issue Management, MasterCard Worldwide
Adam Maginn, Senior Analyst, Corporate Insight
Anna O'Brien, VP, Social Media, Citibank NA
Jeff Paul, VP, Enterprise Sales, KIT digital
Brian Simpson, Director of Social Hospitality, The Roger Smith Hotel
Adam Verchinski, Vice President, IT Business Analysis Manager & Marketing and Client Communications, AllianceBernstein
David Weiner, Senior Account Supervisor, PR Newswire

The conference will cover questions including:

  • How do you deal with compliance issues when planning and implementing social media strategies?
  • What can be learned from FINRA's guidance?
  • Why are real-time social media tools, such as Twitter, gaining momentum and what is the business case to use them?
  • How do you connect with your sales and distribution partners via social media and social networking?
  • How do you create and participate in communities to achieve communications, education, and branding objectives?
  • How do you create effective partnerships with new financial services media leaders beyond advertising?
  • What are the best examples of how to use social communications to connect internally with employees, investors, and stakeholders?
  • What are the tools, technologies, and best practices for monitoring and measuring social communications?

More than 300 senior marketing, communications and media professionals are expected to attend. Over 1,000 are expected to tune into the live audio broadcast on For additional information, including registration, please visit the event website at

About Business Development Institute

Business Development Institute (BDI), founded in New York City by Steve Etzler in 2001 and managed by Maria Feola, produces conferences and educational programs for marketing, communications and media professionals. Over 10,000 attendees have participated in our programs. We specialize in how technology and the internet impacts marketing, communications and media. Our programs educate while providing valuable networking opportunities to our attendees. The quality of our speakers, program topics, 1/2 day format, network, and value are what differentiates BDI from its competitors. Follow us on Twitter at

About PR Newswire

PR Newswire Association LLC is the global leader in innovative communications and marketing services, enabling organizations to connect and engage with their target audiences worldwide.

Through its multi-channel distribution network, audience intelligence, targeting, compliance, and measurement services, PR Newswire helps corporations and organizations conduct rich, timely and dynamic dialogues with the media, consumers, policymakers, investors and the general public, in support of building brands, generating awareness, impacting public policy, driving sales, and raising capital.

Pioneering the commercial news distribution industry 56 years ago, PR Newswire connects customers with audiences in more than 170 countries and in over 40 languages through an unparalleled network of offices in 16 countries across North and South America, Europe, Asia, and the Middle East, and via unique affiliations with the leading news agencies across the globe. PR Newswire is a subsidiary of United Business Media Limited (UBM.L), a leading global business media company that serves professional commercial communities around the world. For more information, go to

About United Business Media Limited

United Business Media Limited (UBM) is a global media and marketing services company that informs markets and brings the world's buyers and sellers together at events, online, in print, and with the information they need to do business successfully. UBM serves professional and commercial communities, from IT professionals to doctors, from journalists to jewelry dealers, from farmers to pharmacists around the world. UBM employs more than 6,500 people in more than 30 countries. UBM's businesses operating in the US include CMPMedica, Commonwealth Business Media, Everything Channel, PR Newswire, RISI, TechInsights, TechWeb and Think Services. UBM is listed on the London Stock Exchange (UBM.L) and has a market capitalization of $2.5 billion.

Media Contact:

Steve Etzler
Founder and CEO
Business Development Institute