Board Roundtable

San Francisco
February 25, 2020

Here’s what you need to know for the Board Roundtable. Please RSVP.

Brands Attending (so far):

3M, American Greetings, Autodesk, BBVA Compass, Benefit Cosmetics, BJ’s Wholesale Club, Boston Scientific, Cambia Health Solutions, Capital One, Cargill, Charles Schwab, Chevron, Chick-fil-A, Cloudera, Collins Aerospace, CommScope, Con Edison, David Weekley Homes, Dropbox, eBay, ExxonMobil, Farmers Insurance, First Republic Bank, Henry Schein, Hilton, Hilton Grand Vacations, Hologic, Honeywell, HP, Intuit, INVISTA, Johnsonville Sausage, Keysight Technologies, Kindred Healthcare, Kronos, Marriott International, NRG Energy, Principal Financial Group, REV Group, Seagate, Schneider Electric, ServiceNow, Synchrony, The TJX Companies, Trend Micro, United Technologies, UnitedHealth Group, VF Corporation, Wells Fargo, and Workday.

Get answers to tough questions you can’t discuss anywhere else in one quick day.

Join us for a few hours of great, off-the-record discussions on the challenges of a unique role like yours. Everyone in the room will be leading social media at a big company.

No vendors, sponsors, press, small businesses, or junior/front-line staff allowed.

This is a meeting for people like you, with jobs like yours, at companies like yours — and problems like yours.

Attendees will be from member companies and invited guests from similarly-sized companies.

This is a sample of our bigger, more in-depth Board Meetings. Prospective members get to experience the incredibly valuable discussions we have, and members get an extra session of great conversations.

Important Notes:

  1. Only RSVP if you can definitely attend. This is a structured conversation with facilitators and limited seats. (If you can’t make it, please give us enough warning to invite someone from the waitlist.)
  2. This meeting is confidential. You will be required to agree to our confidentiality rules when you register.


  • Tuesday, February 25, 2020.
  • Golden Gate Club at the Presidio — 135 Fisher Loop, San Francisco, CA 94129.
  • 9:00 AM – 4:45 PM. Discussions start promptly at 9:00 AM, please be on time.

Please note: Non-members have to leave the facility at 4:45 PM. The members-only portion of the confidential Board Meeting begins at 5:00 PM with our Member Dinner.

What’s Going to Happen:

  • 9:00 AM – 9:30 AM — Breakfast Discussions and Introduction
  • 9:30 AM – 10:45 AM — Facilitated Large Group Discussion on Social Media’s Role in Crisis Management: Today, brands are finding themselves in the crosshairs of crises more often, and that’s unlikely to change with the lead up to the 2020 elections. Whether the crisis occurred online or elsewhere, social media leaders are a key part of the escalation, mitigation, and response plans. Join us for a discussion on how we prepare and simulate social media’s role in various crisis situations. We’ll discuss how we leverage our social listening capabilities to identify and inform our overall communications strategies, how to set up our community management teams for success when a crisis hits, and how to coordinate with other teams throughout our organizations.
  • 10:55 AM – 12:00 PM — Small Group Discussions: These are fast-paced, peer-to-peer discussions where you suggest discussion topics, vote for your favorites, and join the conversations that interest you most. It means you’re spending the entire time talking about exactly the right things for you, not some canned agenda set by meeting planners months in advance.
  • 12:00 PM – 1:00 PM — Lunch Discussions
  • 1:00 PM – 4:30 PM — Confidential Case Studies on Social Media Programs:
    • ServiceNow’s Chris Kim on handling a CxO transition on social.
    • Synchrony’s Nicole Johnson on proving the ROI of customer engagement.
    • Honeywell’s Eric Ellis on how social media can lead the way with lead generation.
    • Kaiser Permanente’s Vince Golla on online review management — protecting your reputation and driving business goals.
    • Marriott International’s Lynne DeRoche on the good, the bad, and the legal guidelines for influencer management.
    • American Greetings’ Leah Lange and Danielle Krouse on driving retail conversion with a bootstrapped social budget.
    • Con Edison’s Sidney Alvarez on telling your story on Instagram with video and podcasts.
    • Intuit’s Sandhya Simhan on the methodology of exploring new social channels.
    • Plus more topics coming soon!


Who’s going to be there?

Everyone in the room will be leading a social media program at a big company. This is a meeting for people like you, with jobs like yours, at companies like yours — and problems like yours.

No vendors, sponsors, press, small businesses, or junior/front-line staff allowed.

Attendees will be from member companies and invited guests from similarly-sized companies.

What are we going to discuss?

You’ll get candid, honest insights from experienced peers. Bring a list of the things you’re working on right now. We’d love to help.

Some early topics that have been suggested include:

  • Best practices to amplify news and media relations via social
  • Calculating ROI value for social care
  • Finding and incorporating influencers into social media strategy
  • Launching a company-wide employee advocacy program
  • Communicating to executives in a reserved and cautious environment
  • Managing Instagram API restrictions
  • How do you deal with brand boycotts on social?

What’s the format?

Here’s an explanation of the format from one of our other meetings. We’ve been running similar meetings for the past 12 years — it’s a very efficient format to get high value in limited time.

Why is there no fee and who is funding this? is a confidential, vendor-free membership organization for people leading social media at the world’s greatest brands. We have members-only meetings about four times a year. Because our meetings are confidential, we host smaller meetings for guests to see what we do. In total transparency, we think you’re going to love it and will want to join the community.