Financial Communications Society

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Events

Breakfast

"Activating Clients in the Digital World"

New York
30
Apr
08:00
am
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Event Summary:

The FCS is proud to partner with EY to bring "Activating Clients in the Digital World" as the topic of our April breakfast. The event will open with a presentation by EY's Amy Summy, Principal, Marketing Transformation, who will then moderate a panel discussion on how to engage clients with new digital offerings, products and experiences.

Some of the points we'll explore include:

  • How financial institutions are framing the digital experience for their clients.
  • What critical relationships and collaborations must be forged internally for an organization to be successful.
  • Where disruption is occurring withing financial marketing.
  • The reevaluation of marketing practices and communication strategies to allow clients to voice their views anytime and anywhere.
  • Where investments are being made to improve the customer experience (e.g., content, data, technology, channels, connected journey, customer service).
  • What skills and capabilities are now needed for marketing leaders to succeed in the digital world.

Join us for a deep look into the multi-faceted changes that are helping financial institutions undergo digital transformation.

Sponsors:

  • Exclusive Programming Partner:

    EY

Featuring:

  • Amy SummyKeynote & Moderator

    Partner, Marketing Transformation Leader, Digital

    EY
  • David WellsPanelist

    Chief Marketing & Communications Officer, IMD

    Goldman Sachs
  • Donald ChesnutPanelist

    Chief Experience Officer

    Mastercard
  • Daniel AlloccaPanelist

    Head of Brand and Demand Generation

    Nuveen

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$60.00
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

"The Evolving Role of Financial Advisors"

Boston
08
May
08:00
am
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Event Summary:

FCS Boston takes a look at "The Evolving Role of Financial Advisors" over breakfast, hosted by Citizens Bank Wealth Management.

With the emergence of AI-driven wealth solutions, financial advisors must increasingly demonstrate value to clients beyond asset allocation. Through deeper discovery, advisors can change the narrative around financial planning and help clients adopt a more holistic view of their financial lives that goes beyond milestone planning (e.g., having a child) and investments.

The event will open with a presentation by Citizens Bank Wealth Management of the findings from its recent financial planning study.  The topic will then be explored by a panel of advisors and asset managers.

Join us for a discussion about the changing landscape for financial advisors and the most pressing challenges they are facing today, and how marketing and PR teams can partner with advisors to drive client engagement and education.

Sponsors:

  • Host Sponsor:

    Citizens Bank Wealth Management
  • Event Partner Sponsor:

    Investopedia

Featuring:

  • Jason FridayKeynote Presenter

    Head of Wealth Management Planning

    Citizens Bank Wealth Management
  • Jeffrey SwettPanelist

    Managing Director of Wealth Management

    The Swett Group of UBS
  • Paul LamPanelist

    Principal, Regional Leader & Financial Advisor

    Edward Jones
  • Francesca FedericoPanelist

    Principal and Co-Founder

    Twelve Points Wealth Management
  • Mansfield HolmesModerator

    Visiting Professor

    Suffolk University

Tickets:

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

This event has ended

Citizens Bank Banking & Wealth Center, 99 High St, Boston, MA 02129, USA
Summit

FCS Education Summit "Creative Excellence Takes Ce...

New York
09
May
08:00
am
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Event Summary:

Our Spring Education Summit will be dedicated to showcasing select winners from this year's FCS Portfolio Awards.

This first-ever event was created in response to our membership's keen interest in learning more about the award-winning work that will be honored at the 25th Anniversary FCS Portfolio Awards Gala, on the evening of May 9.

So that very morning, we welcome to center stage a dozen senior marketers to discuss and present their creative work in a series of panel discussions and presentations.

Whether or not you're attending the Gala that night, you'll want to attend the Summit to get the behind-the-scenes insights into the amazing work that stood out in 2018.

AGENDA  (full list of speakers to be confirmed)

“Creative Excellence Takes Center Stage”

8:00am  Registration / Networking

8:30am  Welcome

8:40am  “Brand Intelligence in Financial” - Duncan Shaw, Living Group

9:00am  “Digital Creative: Audio & Video” with Jessica Cavalero, Prudential; Miriam Wolf, J.P. Morgan Asset & Wealth Management; moderated by Vivienne Hsu, Cognito

9:40am  “Spotlight on Integrated Marketing” - Nancy Brennan, Bank of America

10:00am  “Print is Alive & Creative” with Wylie Kain, OppenheimerFunds; Kara Schemmel, Bank of America; Suzanne Smith, Hiscox; moderated by Paul Leibowitz, Leibowitz Branding & Design

10:40am  “Spotlight on Integrated Marketing" with John Brockelman, State Street Global Advisors

11:00am  “TV is Creative for the Masses” with Jennifer Halloran, MassMutual; Joanna McCormick, Ameriprise Financial Services; Matt Johnson, CommunityAmerica Credit Unionmoderated by Philip Byrne, Soubriet Byrne Associates and DNA Creative

11:40am  “Spotlight on Branded Content” - Tad Ehrbar & Jenn Eldin, Citi

11:55am  Closing Remarks

12:00pm  Event ends

Sponsorships of the Education Summit are available, please contact FCS CEO Kevin Windorf.

Featuring:

  • Nancy BrennanFeatured presenter (Integrated Marketing)

    Global Head of Marketing, Banking & Markets

    Bank of America
  • Jennifer HalloranPanelist (TV panel)

    Head of Brand and Advertising

    MassMutual
  • John BrockelmanFeatured presenter (Integrated Marketing)

    Global Head of Brand Marketing & Communications

    State Street Global Advisors
  • Tad EhrbarFeatured presenter (Branded Content)

    Head, Consumer Media, Social, Content, Sports Mktg

    Citi
  • Wylie KainPanelist (Print panel)

    Vice President, Brand Strategy and Advertising

    OppenheimerFunds
  • Joanna McCormickPanelist (TV panel)

    VP, Brand Planning, Advertising & Media

    Ameriprise Financial Services
  • Suzie SmithPanelist (Print panel)

    Content Marketing Manager

    Hiscox USA
  • Jessica CavaleroPanelist (Digital panel)

    Senior Account Executive

    Prudential Financial
  • Miriam WolfPanelist (Digital panel)

    Digital Experience Manager

    J.P. Morgan Asset & Wealth Management
  • Kara SchemmelPanelist (Print panel)

    SVP, Group Creative Director

    Bank of America
  • Jenn EldinFeatured presenter (Branded Content)

    SVP of Global Content & Social Media

    Citi
  • Matt JohnsonPanelist (TV panel)

    Vice President Marketing

    CommunityAmerica Credit Union
  • Duncan ShawOpening Keynote

    Executive Creative Director, Co-Founder

    Living Group
  • Vivienne HsuModerator (Digital Creative panel)

    International Managing Director

    Cognito
  • Philip ByrneModerator (TV panel)

    President/Creative Director

    Soubriet Byrne Associates, Inc. and DNA Creative
  • Paul LeibowitzModerator (Print panel)

    President and Chief Creative Officer

    Leibowitz Branding & Design

Tickets:

Membership Price:
$125.00
Young Members Circle Price:
$100.00
Branded Table (8) Price:
$1,400.00
Non-Member Price:
$195.00

This event has ended

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

25th Anniversary FCS Portfolio Awards Gala

New York
09
May
05:30
pm
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Event Summary:

The 25th Anniversary FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City.  Our legendary event returns to a famed landmark.

To learn more about the Awards and the Gala, please visit our dedicated Portfolio Awards page.

Branded tables ($11,500), half-tables ($6,000) and individual tickets are now on sale.
To reserve a half table, please contact FCS CEO Kevin Windorf.

ATTENTION FINALISTS:  You are entitled to a 20+% discount on your table/half-table. Please contact FCS CEO Kevin Windorf to make your reservations.

Many exclusive Sponsorship opportunities are availble.  Packages range from $1,625 for two tickets to $26,500 for Gold sponsorship with 2 tables.  Onstage opportunities are also available, please contact FCS CEO Kevin Windorf for details.

PROGRAM:
5:30pm Cocktail Reception, sponsored by Investor's Business Daily
7:00pm Plated Gourmet Dinner
7:30pm Live performance by FCS rock band Hot Sugar
7:45pm Welcome, Race for Kids Donation
              FCS Portfolio Awards Hall of Fame Induction
              Presentation of 25th Anniversary FCS Portfolio Awards
9:00pm After Party with Hot Sugar, DJ William.Grand, dancing until 11:00pm

 

Sponsors:

  • Judges' Choice Award:

    The New York Times
  • Cocktail Reception & Guest Book:

    Investor's Business Daily
  • Dinner:

    Investopedia
  • DJ / After Party:

    Investing Media Solutions
  • Band:

    SmartBrief

Featuring:

  • Andrea BrimmerAwards Presenter

    Chief Marketing and PR Officer

    Ally Financial
  • Dipti KachruAwards Presenter

    Chief Marketing Officer, Chase Wealth Management

    Chase
  • Brenda TsaiAwards Presenter

    Chief Marketing Officer

    BNY Mellon
  • Lauren BoymanAwards Presenter

    Chief Marketing Officer, Wealth Management

    Morgan Stanley
  • Alison LazzaroAwards Presenter

    General Manager Brand Marketing & Advertising

    Prudential Financial
  • Damon WebberAwards Presenter

    Senior Vice President - FICC Marketing

    Bank of America Merrill Lynch

Tickets:

Membership Price:
$550.00
Young Members Circle Price:
$525.00
Branded Table (10) Price:
$11,500.00
Non-Member Price:
$650.00

This event has ended

Ziegfeld Ballroom, 141 West 54th Street, New York City
Breakfast

"ESG: Passing Fad or the Future of Investing?"

SAN FRANCISCO
14
May
07:45
am
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Event Summary:

FCS San Francisco's 3rd of 7 planned breakfasts in 2019 will address "ESG: Passing Fad or the Future of Investing?"

Environmental, Social, and Governance (ESG) investing has taken the financial world by storm in recent years. Also known as socially responsible investing (SRI) or, more simply, sustainable investing, assets in the category now account for $12 trillion of the roughly $46 trillion in assets under professional management in the United States. But is this “do well by doing good” investment mentality a passing fad, or does it represent a new normal? For this event, we will bring together a panel of experts to answer this question and address the implications it has for professionals in the financial communications industry.

Please also join us for a special presentation of our annual donation to SEO Scholars, the charity supported by FCS West. We’ll also hear from them about their work transforming public high school students into confident college graduates.

Additional panelists to be announced.

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Mitre Media
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Erin SaadePanelist

    Director, Global iShares Product Marketing

    BlackRock
  • Lily BowlesPanelist

    Impact Research & Portfolio Management

    Swell Investing
  • Francisco MartinezPanelist

    Manager, Impact Solutions

    Bank of the West
  • Scott WentworthModerator

    Founder, CEO, and Head Financial Writer

    Wentworth Financial Communications

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

"Financial Services Ad Agency Round-Up"

Chicago
15
May
11:30
am
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Event Summary:

FCS Central springs into its 2019 season with a highly anticipated “Financial Services Ad Agency Round Up” luncheon on Wednesday, May 15. The event brings together senior executives from media agencies who represent and specialize in financial services.  The peer-to-peer roundtable discussion will feature compelling case studies and success stories, as the agency execs divulge how they look to balance just the right amount of "cutting edge" creative and strategy with the ever-present need to be compliant in our heavily regulated industry. Our speakers will share their insights on navigating the cluttered and ever-evolving landscape of marketing and communications. 

Topics will include: 

  • Emerging Trends
  • Data & Analytics
  • Customization & Personalization

Additional panelists will be announced.

Sponsorships are available for this event, and for the full-year slate of FCS Central events in Chicago and Milwaukee.  Please contact FCS Central President Rachel O'Block.

Sponsors:

  • FCS Central Gold Sponsor:

    Investor's Business Daily
  • FCS Central Gold Sponsor:

    Wall Street Journal/Barron's Group

Featuring:

  • Kimberly BoonePanelist

    Group Director

    Ptarmigan Media
  • Ryan StoerPanelist

    VP, Associate Media Director

    Cramer-Krasselt

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 of Chicago, 65 W Jackson Blvd.
Breakfast

"Banking in a Cashless Society"

SAN FRANCISCO
06
Jun
08:00
am
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Event Summary:

FCS San Francisco's 4th of 7 planned breakfasts in 2019 will address "Banking in a Cashless Society."

Ever since the introduction of the general-purpose credit card in the 1950s, the United States has been slowly moving toward a cashless society. In 2016, credit-card transactions eclipsed cash transactions globally, with the trend becoming more prevalent as technology continues to make paper currency irrelevant. But how will such a change influence the broader world of global financial services, from retail banking to investment management?

Join us for another content-driven event highlighted by shared insights, good conversations, and valuable networking.

Sponsors:

  • 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:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Melissa LowryPanelist

    Vice President of Marketing and Branding

    Zelle
  • Demetra AiraudiPanelist

    Head of Brand Communications

    Square
  • Braden MorePanelist

    EVP, Partnerships & Industry Relations, Treasury

    Wells Fargo

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

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