REDWOOD CITY, CA--(Marketwired - Dec 3, 2013) - Actiance, helping organizations benefit from communications, collaboration and social networking, has announced that its social media compliance specialist Joanna Belbey will join a panel of experts to discuss social media best practices during the Forbes-NAPFA Financial Planning & Best Practices for 2014 iConference. Moderated by Forbes staff writer Halah Touryalai, the session will look at the various social media platforms and how to leverage each effectively.

At Actiance, Belbey specializes in helping regulated firms use social media while complying with rules and regulations. Prior to Actiance, she led delivery for educational programs at FINRA (Financial Industry Regulatory Authority) for six years where she leveraged more than 15 years' experience consulting with C-Level executives to develop marketing strategy for educational programs for the financial services industry. Joining Michael Kitces, partner and director of research for Pinnacle Advisory Group, and Jim Bell, founder of Bell Investment Advisors, Belbey will help listeners understand which platform is best for advisors, and how to remain compliant while communicating on these platforms.

"Education is a fundamental ingredient of an advisor's success and it's especially important in today's changing regulatory environment," said Belbey. "The Forbes-NAPFA iConference is a great forum for financial advisors to earn continuing education credits while networking virtually with peers. I'm looking forward to providing my insight on social media and compliance, and answering any live questions during the Q&A session."

What: Leveraging Social Media: Do's and Don'ts
When: Wednesday, December 4 at 2:45pm ET
Where: Virtual conference -- to register or to log-in to the conference, click here
Moderator: Halah Touryalai, staff writer at Forbes
Panelists: Joanna Belbey, social media compliance specialist at Actiance; Michael Kitces, partner and director of research at Pinnacle Advisory Group; Jim Bell, founder at Bell Investment Advisors

To learn more about the conference, visit

For more information on Actiance or its products, please visit Actiance is on Twitter at: To read the company's blog, please visit:

About Actiance
Actiance® is a global leader in communication, collaboration, and social media governance for the enterprise. Its governance platform is used by millions of professionals across dozens of industries. With the power of communication, collaboration, and social media at their fingertips, Actiance helps professionals everywhere to engage with customers and colleagues so they can unleash social business. The Actiance platform gives organizations the ability to ensure compliance for all their communications channels. It provides real-time content monitoring, centralized policy management, contextual capture of content and smart archiving which improves the efficiency and cost-effectiveness of eDiscovery and helps protect users from malware and accidental or malicious leakage of information. Actiance supports all leading social media, unified communications, collaboration, and IM platforms, including Facebook (FB), LinkedIn (LNKD), Twitter, Google (GOOG), Yahoo! (YHOO), Skype, IBM, (IBM), Jive (JIVE), Microsoft (MSFT), Cisco (CSCO), and (CRM).

Actiance headquarters are in Redwood City, California. For more information, visit or call 1-888-349-3223.