Video of Chicago Social Media Club Event at Morningstar, Inc.

by Shannon Paul on March 19, 2010

Last month I was part of a panel discussion for a Social Media Club Chicago event alongside Leslie Banks and Drew Metherd from Morningstar, Inc. The topic of the event was centered around how companies in the financial space are using social media — some of the challenges we face specifically in this industry.

In case you’re unfamiliar with Morningstar, the company is an independent research and analysis firm that provides data on stocks, mutual funds and several other types of investments. Joe Mansueto started Morningstar in Chicago back in 1984 and also owns Inc. and Fast Company magazines. The space was amazing and I was honored to be a part of this event.

Jeff Willinger served as a great moderator and Barbara Rozgonyi did a fantastic job with the organization of the whole event. The members who showed up to see the panel were also a delight. If you have a few moments — feel free to check out the video.

Photo credit: Image from Barbara Rozgonyi via

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{ 7 comments… read them below or add one }

March 19, 2010 Jason mKey

Great stuff! I’m a big fan of your blog.


March 21, 2010 Shannon Paul

Thanks, Jason — good to know :-) I appreciate you chiming in to say hi!


March 20, 2010 Barbara Rozgonyi

Hi Shannon – what a night! So many people commented on the high level of information the panel delivered. Thanks so much for making time in your schedule to be part of our event and for sharing your insights on how social media makes financial cents.


March 21, 2010 Shannon Paul

Glad to know, Barbara! Thank you :-)


March 22, 2010 Scott Scanlon

good stuff. Great advice in here. Did you guys talk about the greater regulations that most in the financial industry has on communication and such?


March 25, 2010 Promotional Products

Thanks for sharing this video. There are some incredible insights here.


June 20, 2011 Joaquin Wortz

Hey just wanted to give you a quick heads up. The text in your content seem to be running off the screen in Ie. I’m not sure if this is a formatting issue or something to do with internet browser compatibility but I figured I’d post to let you know. The style and design look great though! Hope you get the issue fixed soon. Cheers


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