Financial Communications Society

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Events

Social

"Brand Purpose in Financial Marketing"

Chicago
23
Oct
05:00
pm
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Event Summary:

"Brand Purpose in Financial Marketing" will be the topic when FCS Chicago partners with McGuffin Creative Group to stage an after-work 'cocktails with content' reception at the agency's offices.

Join us for a panel discussion with senior financial marketers talking about how their brands are repositioning their corporate messaging to focus on more than just ‘making a profit’ or ‘driving shareholder value.’ We'll dive into new, more relevant, more meaningful strategies for how financial brands are finding success in engaging with their clients and communities.

Chris Sculles, president and chief creative officer for McGuffin, will moderate the panel.

The program will be promptly at 6:00pm. Drinks and light refreshments will be served throughout the event. 

For sponsorship opportunities, please contact FCS CEO Kevin Windorf.

Sponsors:

  • Host Sponsor:

    McGuffin Creative Group
  • FCS Central Gold Sponsor:

    Investor's Business Daily
  • FCS Central Gold Sponsor:

    Wall Street Journal/Barron's Group

Featuring:

  • Tara GiulianoPanelist

    Head of Client and Product Marketing

    Nuveen
  • Lisa LeiterPanelist

    Senior Vice President, Financial Communications

    Edelman
  • Maria Ferrante-SchepisPanelist

    President

    Maddock Douglas
  • Chris ScullesModerator

    Partner, President, CCO

    McGuffin Creative Group

Tickets:

Membership Price:
$50.00
Young Members Circle Price:
$40.00
Non-Member Price:
$75.00

This event has ended

McGuffin Creative Group, 566 W Adams Street, Chicago
Breakfast

Living Ratings: Brand & Digital Intelligence of As...

New York
29
Oct
08:00
am
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Event Summary:

The FCS welcomes the return of Living Group for the third 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.

All panelists, to be announced, will represent brands ranked in the Top 25 of the 2019 Living Ratings.

Featuring:

  • Kate ShawKeynote / Moderator

    CEO

    Living Group
  • Zarna SanghviPanelist

    Head of US Digital Services

    Schroders

Tickets:

Membership Price:
$70.00
Young Members Circle Price:
$60.00
Branded Table (10) Price:
$850.00
Non-Member Price:
$95.00

This event has ended

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

FCS YMC TALKS: "The Next Gen Investor"

New York
07
Nov
06:00
pm
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Event Summary:

FCS YMC will host its last event of 2019 at Seeking Alpha, a moderated panel discussion on "The Next Gen Investor."

As financial marketers, we are all innately aware of the greatest wealth transfer in the history of humankind. It has been estimated that Millennials stand to inherit $30 trillion from their predecessors, a phenomenon that has been a focus of conversation in our industry for the last couple of years. And as the digital natives of Generation Z enter the economy with potent force, the vast financial implication of younger generations will only continue to expand.

With a growing control of investable assets, distrust of the financial industry after The Great Recession, and a fine tuned technological ability, Millennials and Gen Z are the definition of complex, and will remain key targets if financial companies want to succeed in the years ahead.

Join the FCS YMC for networking and discussion on the importance of reaching the next generation of investors, and the methods financial marketers are using to ensure their brands are effectively communicating to this increasingly desensitized target.

 

Sponsors:

  • Host Sponsor:

    Seeking Alpha

Featuring:

  • Iordanka KatardjievaPanelist

    Senior Manager, Advertising

    ProShares
  • Bre RossettiPanelist

    SVP of Strategy & Innovation

    Havas Media
  • Rebecca OliverModerator

    Managing Editor of Opinion & Analysis

    Seeking Alpha

Tickets:

Young Members Circle Price:
$50.00
Non-Member Price:
$75.00

This event has ended

Seeking Alpha, 52 Vanderbilt Avenue, New York City
Lunch

"Millennial Investing and Financial Wealth"

Boston
12
Nov
12:00
pm
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Event Summary:

FCS Boston will focus on fresh research about marketing to millennials for its last event of 2019. Joetta Gobell, Vice President, Research and Insights at Dotdash, will present Millennial Investing Insights, followed by a panel discussion with industry executives on the challenges, opportunities, and best practices for marketing to millennials.

  • Millennials now make up the largest segment of the American workforce, accounting for approximately one-third of all domestic workers. Millennials, who are highly educated and diverse, will soon begin to reach their prime earning years and represent a sizeable portion of household decision-makers on financial services products and services.

Join us for a great opportunity to learn more about a topic that will remain relevent for years to come.

Sponsorships are available for this lunch.  Please contact:

FCS Boston President AnneMette Bontaites

FCS Boston VP Melissa More

Featuring:

  • Alexandra NawoichikPanelist

    Practice Management Specialist

    Putnam Retail Management
  • Joetta GobellKeynote Presenter

    Vice President, Research and Insights

    Dotdash
  • Paul LimModerator

    Vice President

    BackBay Communications

Tickets:

Membership Price:
$90.00
Young Members Circle Price:
$85.00
Branded Table (10) Price:
$1,100.00
Non-Member Price:
$125.00

This event has ended

Omni Parker House, 60 School Street, Boston
Lunch

Jennifer Breithaupt, Global Consumer CMO, Citi, at...

New York
12
Nov
12:00
pm
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Event Summary:

FCS New York is proud to welcome Jennifer Breithaupt, Global Consumer CMO, Citi, as the guest speaker at our monthly CMO Luncheon series on Tuesday, November 12.  This event will be held at The University Club.

Citi’s Global Consumer Bank (GCB), a global digital banking leader in credit cards, wealth management and commercial banking, serves more than 110 million clients in 19 countries. GCB has achieved solid results from its segment-driven, client-led growth strategy across the U.S., Mexico and Asia.

Join us as we welcome Jennifer Breithaupt for her debut FCS presentation.

Sponsorships are available for this event.  Please contact FCS CEO Kevin Windorf.

SEATING IS LIMITED. THIS EVENT WILL SELL OUT.  ACT TODAY.

 

Sponsors:

  • Event sponsor:

    Smartology

Featuring:

  • Jennifer BreithauptGuest speaker

    Global Consumer CMO

    Citi

Tickets:

Membership Price:
$125.00
Young Members Circle Price:
$110.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$185.00

This event has ended

The University Club, 1 West 54th Street, NYC
Breakfast

"Marketing During Generational Shifts"

SAN FRANCISCO
19
Nov
08:00
am
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Event Summary:

FCS West concludes its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” The two monthly events tackled different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trend, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the November breakfast in the series is "Marketing During Generational Shifts."

  • Our guest speaker is Kiki Burton, Head of Growth Marketing at Credit Karma. Having spoken at Programmatic, Journey and other recent industry events, Kiki has a depth of experience in financial marketing and technology.
  • Kiki will be interviewed in a fireside chat format by Mike Henry, Financial Services Industry Director at Google.
  • Google is our exclusive programming partner for this breakfast.

Millennials used to be known simply as those pesky digital natives poking at the conventions of the generations that came before them. But now that those born roughly between 1980 and 2000 are the biggest generation in the workforce, with hefty potential retirement savings dollars in tow, how can financial industry marketers looking to capture their attention adapt their strategies to better communicate and sell to this next generation of investors?

Kiki and Mike will talk about how marketing during generational shifts and the use of powerful automation and machine learning can reach these important financial consumers.

Join us for an insightful conversation about the opportunities that abound for marketers.

Sponsors:

  • Exclusive Programming Partner:

    Google
  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Kiki BurtonGuest speaker

    Head of Growth Marketing

    Credit Karma
  • Mike HenryInterviewer

    Industry Director, Financial Services

    Google

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
Lunch

One-on-One Talk with Renee Brown, SVP, Marketing a...

Charlotte
21
Nov
11:30
am
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Event Summary:

FCS Charlotte is excited to present a unique luncheon event, featuring a one-on-one interview with veteran financial marketer Renee Brown, who joined OptumCare (division of UnitedHealthcare) in December 2018 as its Senior Vice President of Marketing.

In addition to her storied career at TIAA, Wells Fargo and Wachovia, Renee has a historic connection to the FCS: she served as a panelist at both our inaugural San Francisco breakfast and our inaugural Charlotte lunch.

In a very informal fireside chat format with Renee, we expect to cover an array of topics, ranging from leadership and marketing to diversity and motherhood.

Join us for this compelling conversation with a social media pioneer who has blazed an impressive career as an openly gay woman at three Fortune 100 companies.

As with all FCS events, sponsorships are available. Please contact:

Sponsors:

  • FCS Charlotte Brand Partner:

    Ally Financial
  • FCS Charlotte Media Partner:

    The Washington Post
  • Bronze Sponsor:

    Quartz

Featuring:

  • Renee BrownGuest speaker

    SVP, Marketing

    OptumCare

Tickets:

Membership Price:
$70.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$85.00

This event has ended

Foundation For the Carolinas, 220 N Tryon Street, CharlotteSA

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