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Events

Webinar

FCS Diversity & Inclusion Forum: Renée Baker, Raym...

New York
09
Mar
04:00
pm
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Event Summary:

The FCS Diversity & Inclusion Steering Committee (DISC) is proud to launch our new FCS Diversity & Inclusion Forum speaker series. With the goal of 'Making A Difference,' FCS DIF events will feature exclusive conversations with industry leaders one-on-one or in panel discussions.

Our quarterly series begins on March 9th when Renée Baker, Head of PCG Advisor Inclusion Networks at Raymond James, joins Kirti Naik, Head of Marketing & Communications at BNY Mellon Wealth Management, for a half-hour interview.

Renée, a former FCS Board Director who launched our FCS Philadephia chapter, was the 2020 recipient of the FCS Jamie E. DePeau Leadership Award. Kirti serves on the FCS Executive Committee and is co-chair of FCS DISC.

Renée will talk about her journey working to drive D&I initiatives within the advisory world. As March is International Women’s Month, the conversation will also address the strides being made to crack the glass ceiling in financial services.

You're welcome to submit questions ahead of the event by email to [email protected]

REGISTER NOW

Sponsors:

  • Presenting sponsor:

    FT

Featuring:

  • Renée BakerGuest Speaker

    Head of PCG Advisor Inclusion Networks

    Raymond James
  • Kirti NaikInterviewer

    Head of Marketing & Communications

    BNY Mellon Wealth Management

This is a free event but registration is required.

ONLINE ONLY
Webinar

Members Only: Michael Lacorazza, EVP, Chief Market...

New York
11
Mar
12:00
pm
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Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome MIchael Lacorazza, EVP, Chief Marketing Officer of Wells Fargo, on Thursday, March 11.

Our exclusive online conversation will begin at 12 noon ET / 9:00am PT.  Michael will be interviewed by Rachel Tuffney, EVP, Dianomi USA, our exclusive programming partner.

You’re welcome to submit questions to Michael ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Michael.

In gratitude to Michael, the FCS will make a $1,000 donation to BizWorld.org as chosen by Michael himself.

You must have a new or renewed membership confirmed on or after September 1, 2020 to access this live event, or to access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event is sponsorable. Please contact FCS CEO Kevin Windorf for details.

Become a sponsor

Sponsors:

  • Exclusive Programming Partner:

    Dianomi

Featuring:

  • Michael LacorazzaGuest Speaker

    EVP, Chief Marketing Officer

    Wells Fargo
  • Rachel TuffneyInterviewer

    Executive Vice President

    Dianomi USA

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

"The New Face of Wealth: Women"

New York
17
Mar
01:00
pm
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Event Summary:

The FCS is proud to partner with The Wall Street Journal | Barron's Group to launch a new three-part virtual event series called "The News You Need." Our panel discussions with senior marketing executives from leading financial brands will focus on important issues for our community: women & wealth, data analytics, and marketing of ESG investing.

The first event in the series, "The New Face of Wealth: Women," is timed for the middle of Women's History Month with a clear eye towards the future and the role women will play in controlling their own financial destination. Over the next 10 years, roughly $11 trillion in assets are likely to be put into play as two-thirds of baby-boomer assets currently held by joint households will be transferred to female spouses. The Covid-19 crisis is only accelerating the amount of ‘money in motion.’ [See: McKinsey: Women as the next wave of growth in US wealth management.]

In our discussion, we’ll explore how these changes represent an important inflection point for the financial services industry and learn what brands and marketers are doing to prepare.

April Ferrell, Global Managing Director, Wealth & Asset Management at Barron's Group, will moderate our panel, which will include:

  • Cathy Stahl, Global Head of Marketing, PIMCO
  • Lorna Kapusta, Head of Women Investors, Fidelity Investments
  • Tim Rea, Principal and Chief Marketing Officer, Edward Jones

Join us for for this insightful conversation and mark your calendar for the next two events in the series:

  • Tuesday, April 13, 1:00pm ET, "The New Normal: Data Mining to Drive Value"
  • Tuesday, May 11, 1:00pm ET, "The New Standard: ESG Investing"

Katie Weber, SVP, Financial Services at the Wall Street Journal | Barron's Group, will kick-off each event in the series with opening remarks.

REGISTER FOR THIS FREE VIRTUAL EVENT

Sponsors:

  • Exclusive Programming Partner:

    The Wall Street Journal | Barron's Group

Featuring:

  • Lorna KapustaPanelist

    Head of Women Investors

    Fidelity Investments
  • Tim ReaPanelist

    Principal and Chief Marketing Officer

    Edward Jones
  • Cathy StahlPanelist

    Global Head of Marketing

    PIMCO
  • April FerrellModerator

    Global MD, Wealth & Asset Management

    Barron's Group

This is a free event but registration is required.

ONLINE ONLY
Webinar

Members Only: Tyrrell Schmidt, U.S. Chief Marketin...

New York
25
Mar
12:00
pm
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Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Tyrrell Schmidt, U.S. Chief Marketing Officer and Head of Global Brand, TD Bank.

Our exclusive online conversation will begin at 12 noon ET.

You’re welcome to submit questions to Tyrrell ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Tyrrell.

You must have a new or renewed membership confirmed on or since September 1, 2020 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event is sponsorable. Please contact FCS CEO Kevin Windorf.

Sponsors:

  • Presenting sponsor:

    Dianomi

Featuring:

  • Tyrrell SchmidtGuest Speaker

    US Chief Marketing Officer, Head of Global Brand

    TD Bank

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

Members Only: Jenna Lebel, Chief Marketing Officer...

New York
08
Apr
12:00
pm
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Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Jenna Lebel, Chief Marketing Officer, for Liberty Mutual Insurance.

Our exclusive online conversation will begin at 12 noon ET.

You’re welcome to submit questions to Jenna ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Jenna.

You must have a new or renewed membership confirmed on or since September 1, 2020 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event is sponsorable. Please contact FCS CEO Kevin Windorf

Featuring:

  • Jenna LebelGuest Speaker

    Chief Marketing Officer

    Liberty Mutual

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

Members Only: Deborah Bussière, Global Chief Marke...

New York
22
Apr
12:00
pm
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Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Deborah Bussière, Global Chief Marketing Officer, Broadridge Financial Solutions. Broadridge is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry.

Our exclusive online conversation will begin at 12 noon ET.

You’re welcome to submit questions to Deborah ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Deborah .

You must have a new or renewed membership confirmed on or since September 1 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

Sponsors:

  • Event Co-Sponsor:

    Living Group

Featuring:

  • Deborah BussièreGuest Speaker

    Global Chief Marketing Officer

    Broadridge Financial Solutions

This is a MEMBERS ONLY event.

ONLINE ONLY
Webinar

Members Only: Lee Hurley, Chief Marketing Officer,...

New York
06
May
12:00
pm
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Event Summary:

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Lee Hurley, Chief Marketing Officer, Northwestern Mutual, on Thursday, May 6.

Our exclusive online conversation will begin at 12 noon ET.

You’re welcome to submit questions to Lee ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Lee.

In gratitude to Lee, the FCS will make a $1,000 donation to a children's charity of her choice.

You must have a new or renewed membership confirmed on or after September 1, 2020 to access this live event, or to access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event, like all FCS events and activities, is sponsorable; please contact FCS CEO Kevin Windorf for details.

Featuring:

  • Lee HurleyGuest Speaker

    Chief Marketing Officer

    Northwestern Mutual

This is a MEMBERS ONLY event.

ONLINE ONLY

News