Social Media as a Competitive Advantage for Credit Unions and Regional Banks

James is a solutions consultant lead at Hootsuite specializing in the financial services sector. He provides technical and subject matter expertise to organizations around their social media management infrastructure, security and compliance, and overall strategy. He has a background in digital and customer-focused consulting and has a passion for helping organizations find and connect to their customers.

Michael has been the CMO at Avidia Bank since 2001.  He is a banking senior manager with extensive experience in retail sales, service, operations, marketing and multiple location management. His expertise in staff development, coaching and motivation within a direct sales and customer-centric environment has propelled him and his team to social media success.

Joanna Belbey is a recognized expert on compliance pertaining to social media and other electronic communications. As Compliance Subject Matter Expert for Proofpoint, Joanna helps regulated firms use new forms of communications effectively while complying with industry rules and regulations. Joanna is a contributor to Forbes.com on the intersection of communications and regulations. She is also an enthusiastic user of social media.