Financial Communications Society

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Events

Lunch

"Marketing Financial Technology to Investors"

Chicago
24
Oct
11:30
am
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Event Summary:

FCS Chicago will host a luncheon on "Marketing Financial Technology to Investors" at the Union League Club.

Our panel of experts will discuss the importance of  the latest technology tools to investors.  From a marketing perspective, they'll discuss how various tech tools make a difference in lead generation, client engagement, and client loyalty.  The topic will cover AI tools, chatbots, smart devices, web apps and platform additions.

Join us for an insightful conversation around a marketing discipline that is carving out a growing piece of every financial marketer's budget.

Sponsors:

  • FCS Chicago Gold Sponsor:

    Dow Jones
  • FCS Chicago Gold Sponsor:

    Investor's Business Daily
  • FCS Chicago Gold Sponsor:

    Seeking Alpha
  • Event Sponsor:

    Gate 39 Media
  • Audio Sponsor:

    Wentworth Financial Communications

Featuring:

  • Kevin ComerPanelist

    Executive Director and Global Head of Marketing

    CME Group
  • Mark HaraburdaPanelist

    CEO

    Barchart
  • Joe Gits, CFAPanelist

    CEO and Co-Founder

    Social Market Analytics, Inc.
  • Tom SosnoffModerator

    Founder and co-CEO

    tastytrade

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$90.00

This event has ended

Union League Club, 65 West Jackson Boulevard, Chicago
Social

7th Annual FCS Charity Libations Tasting

New York
25
Oct
06:00
pm
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Event Summary:

FCS New York is excited to stage the 7th Annual Charity Libations Tastings. Join us for a three-hour tour de force soiree as we make a triumphant return to Terroir Tribeca for delicious hors d’oeuvres and multi-libation toasts.

The special business content component of this year's event will be a one-on-one interview with Maureen Duff, Managing Director for BNY Mellon, where she is the Global Head of Marketing and Communications for the Pershing, Issuer Services and Treasury Services businesses.  The questions will be asked by FCS Board Director Paul Patella, Director, Global Head of Asset Servicing External Communications at BNY Mellon.

Terroir Tribeca is owned by Paul Grieco, one of the sommeliers featured in the Netflix documentary “SOMM: Into the Bottle.”  Paul has been ranked #2 on the NYC wine power list and is recognized as the city's foremost Riesling expert. His restaurant is a charming destination in a très hot neighborhood, and he knows how to throw a tasting party! 

Terroir Tribeca is easy to get to. It’s on Harrison, just east of Greenwich Street with plenty of subway options:

  • Red Line:  Franklin Street (1) / Chambers Street (2,3)
  • Blue Line: Canal Street (A, C, E)
  • Yellow Line: Canal Street (N, Q, R)

You'll be able to sample wines, beers, tequilas and whiskeys (but maybe not all of them, right?).  Join us to celebrate this Fall Classic with industry friends and colleagues.  Proceeds help drive the FCS philanthropic mission of supporting our Race for Kids charities.

SPONSORSHIP PACKAGES

Become a sponsor

Sponsors:

  • Presenting Sponsor:

    BNY Mellon
  • Whiskey Tasting Sponsor:

    SmartBrief

Featuring:

  • Maureen DuffFeatured guest

    Global Head of Marketing and Communications

    BNY Mellon's Pershing
  • Paul PatellaInterviewer

    Global Head of Asset Servicing External Comms.

    BNY Mellon

Tickets:

Membership Price:
$125.00
Young Members Circle Price:
$95.00
Non-Member Price:
$150.00

This event has ended

Terroir Tribeca, 24 Harrison Street, New York City
Breakfast

"Benchmarking Brand & Digital Intelligence of Asse...

New York
30
Oct
08:00
am
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Event Summary:

The FCS welcomes Living Group for a second annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers.  Living's CEO Kate Shaw will be on hand to reveal the rankings of the Top 10, as the report will be launched globally in conjunction with the FCS event.

Living Group evaluates the dotcom and social media functionality and content of leading financial services companies by sector. For the past 10 years, this full-service marketing agency has ranked the leaders and the stragglers and shone a spotlight on emerging trends in digital branding.

Panelists, to be announced, will represent brands ranked in the Top 20 of the 2019 Living Ratings.

Sponsors:

  • Exclusive Programming Partner:

    Living Group

Featuring:

  • Kate GunningPanelist

    Global Head of Brand Strategy & Activation

    J.P. Morgan Asset Management
  • Kirti NaikPanelist

    Global Head of Brand & Digital Insights

    Russell Investments
  • Merry FishPanelist

    Vice President, Brand Strategy

    PIMCO
  • Kate ShawPresenter & Moderator

    CEO and Co-Founder

    Living Group

Tickets:

Membership Price:
$85.00
Young Members Circle Price:
$75.00
Branded Table (10) Price:
$1,000.00
Non-Member Price:
$125.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Breakfast

"Consumer Centricity"

New York
07
Nov
08:00
am
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Event Summary:

The FCS returns to The New York Times on November 7th for a moderated panel discussion on "Consumer Centricity."  All previous breakfast events held at the Times have sold-out, and this event is expected to as well.

The topic will focus on how financial services companies are navigating the challenges of consumer centricity. In the past, serious-minded categories like insurance or banks were exempt from providing seamless and enhanced consumer experiences. Today, that's all changed and consumers expect an Amazon-like experience from their bank and other regulated providers. The question becomes, how are financial institutions handling this new level of expectation from their customers, while balancing the imperatives of regulation and data privacy.  And how do marketers inject creativity, humanity, and authenticity in a digitally driven consumer experience?

Join us for another compelling discussion with a panel of top-notch marketers.

Sponsors:

  • Exclusive Programming Partner:

    The New York Times

Featuring:

  • Kelly ColbertPanelist

    SVP of Brand, Social Media and Content Marketing

    U.S. Bank
  • David GellesModerator

    Columnist

    The New York Times

Tickets:

Membership Price:
$65.00
Young Members Circle Price:
$75.00
Non-Member Price:
$90.00

This event has ended

The New York Times, 620 8th Ave, New York City
Lunch

Marty Willis, Nuveen at FCS Chicago CMO Spotlight...

Chicago
13
Nov
11:30
am
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Event Summary:

FCS Chicago will stage a CMO Spotlight luncheon with Marty Willis, Chief Marketing Officer of Nuveen, the asset management unit of TIAA, on Tuesday, November 13.

TIAA is one of the oldest names in the retirement industry, founded by industrialist Andrew Carnegie in 1918.  In January 2017, TIAA renamed its asset management division Nuveen, taking the brand of a company TIAA purchased in 2014.

As a private asset manager with more than 100 years of service to clients, Nuveen brings together two great legacies to help investors around the world succeed. TIAA, pioneered retirement plans for teachers and other non-profit institutions, and Nuveen helped build America’s infrastructure through municipal finance.

TIAA created a unique structure that offers the scale of a large firm and the specialist expertise of investment affiliates with independent processes and cultures. Nuveen's standout capabilities include generating income for retirement, real assets, alternatives and responsible investing.

Marty Willis will discuss Nuveen's branding strategy and the marketing strategy for its products and services.

Sponsors:

  • FCS Chicago Gold Sponsor:

    Dow Jones
  • FCS Chicago Gold Sponsor:

    Investor's Business Daily
  • FCS Chicago Gold Sponsor:

    Seeking Alpha

Featuring:

  • Marty WillisGuest speaker

    Chief Marketing Officer

    Nuveen

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$75.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Union League Club, 65 West Jackson Boulevard, Chicago
Award

13th Annual FCS Marketer of the Year Award Gala

New York
29
Nov
06:00
pm
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Event Summary:

To celebrate the 13th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner on Thursday, November 29th at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2018 FMY Award winner and the first two runners-up.

We will also present the FCS Jamie E. DePeau Leadership Award at the gala.

The event will open with a cocktail reception.

For sponsorship packages are available, please contact event co-chairs Brent Buntin and Nick Bernardo or FCS CEO Kevin Windorf for more information.

Sponsors:

  • Judging Day Host Sponsor:

    CNN Business

Tickets:

Membership Price:
$350.00
Young Members Circle Price:
$325.00
Branded Table (10) Price:
$3,750.00
Non-Member Price:
$400.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Summit

20th Anniversary FCS RACE FOR KIDS Marketing Summi...

Stowe, Vermont
03
Jan
04:00
pm
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Event Summary:

We are proud to host our 20th Anniversary FCS Race for Kids at the luxurious Stowe Mountain Resort. Our biggest charity fundraiser of the year, Race for Kids supports:

  • Hope & Heroes Columbia University Medical Center
  • Downey Side Adoption Agency
  • Make-A-Wish Foundation of Vermont

In addition to the many on-slope and off-slope activities for the whole family, there will be 3 days of Fireside Forums, featuring presentations and panel discussions with senior executives from leading financial institutions and their agencies, including:

  • Andrea Brimmer, Chief Marketing & PR Officer, Ally Financial
  • Marty Willis, Chief Marketing & PR Officer, Nuveen

TO REGISTER, please visit www.fcsraceforkids.org.

For more information, including SPONSORSHIP PACKAGES, please contact:

Event co-chairs

PLEASE BOOK YOUR ACCOMMODATIONS DIRECTLY WITH THE STOWE MOUNTAIN RESORT.

Race for Kids guests enjoy a significant discount off published rates at the Resort, BUT room inventory is strictly limited.  ACT QUICKLY.

Click here to book your room online at the Race for Kids group rate. You can also call the Lodge at (802) 760 4744. Mention FCS Race for Kids 2019. NOTE: The discounted group rate cutoff date is November 19, 2018.

For more info and options re Hotels, please visit: Accommodations.

Become a sponsor

Sponsors:

  • Presenting Sponsor:

    AIG
  • Friday Fireside Forum:

    Investor's Business Daily
  • Breakfast Sponsor:

    BNY Mellon's Pershing

To register, visit www.fcsraceforkids.org. For sponsorship packages, contact the Race for Kids Committee.

7412 Mountain Rd, Stowe, VT 05672, USA

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