THIS EVENT IS SOLD OUT.
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The FCS will host its first-ever event in Philadelphia at the Union League, where we'll have a moderated panel discussion on "Humanizing Financial Brands." Financial services companies face immense challenges in establishing trust, differentiating their offerings, and creating a memorable, distinct brand in the marketplace. More and more financial services players are realizing that in order to enhance their brand reputation and extend it further and more deeply into the marketplace, they need to humanize their brand to better relate to changing demographic audiences. Our panelists will include:
- Colin McConnell, Chief Brand Officer, Prudential
- Andrea Riley, Chief Marketing Officer, Ally Financial
- Allegra Sandelli, Senior Vice President, Director of Marketing Communications, TD Bank
- Dave Wozniak, Vice President, Head of Advertising & Corporate Sponsorships, Lincoln Financial
Our moderator will be Erin Arvedlund, Columnist, The Philadelphia Inquirer. Kicking off our inaugural breakfast will be Greg Matusky, president and founder of Gregory FCA. During his keynote, Greg will share with attendees the real threat financial services companies face in building and defending their brand in a highly regulated world where the cold, hard appeal of robo-advisors are winning market share. He will explain how financial services companies are missing the emerging wealth of women, Millennials and minorities and how humanizing their brand can beat back the indifferent, automated world of online financial services by assuming a more human voice and persona. And he will share real-world examples of how leading financial services companies are transforming their once staid and sterile brands into more personalized projections that better resonate with the investors, savers and customers of today. Presenting sponsor: Gregory FCA Partner sponsor: ConceptFarm Raffle sponsor: Realtor.com (News Corp) Table sponsor: Adobe, FS Investments, Lincoln Financial SEATING IS STRICTLY LIMITED. THIS EVENT WILL SELL OUT. Please buy your tickets right away. Tickets:
- Members $100
- YMC $95
- Non-members $120
Not a member yet? Join us for only $100 a year (only $50 for Young Members Circle, age 35 and under). SPEAKER BIOS Colin McConnell Senior Vice President and Chief Brand Officer Prudential Financial Colin McConnell is Senior Vice President and Chief Brand Officer for Prudential Financial, responsible for global communications, brand marketing and advertising. In this role, he oversees the company’s communications group, fully-integrated in-house advertising agency, and external agency partnerships. Colin began his career at Prudential in 1991. He entered the marketing and communications field as an executive speechwriter, then copywriter and creative director prior to becoming head of Advertising in 2009. In his 24 years with Prudential, he has played an integral role in shaping brand communications through critical events, including the company’s initial public offering in 2001, the 2008 financial crisis, and the award-winning Bring Your Challenges campaign. Colin is also a board member of the Ad Council and a member of the Financial Communications Society Marketing Leadership Roundtable. Colin holds a BA in Political Science from Bucknell University. Andrea Riley Chief Marketing Officer Ally Andrea Riley is the Chief Marketing Officer for Ally and is tasked with overseeing all marketing activities companywide consistent with the “One Ally” philosophy. She joined Ally in 2008 and was charged with the rebrand development and deployment for the company, as well as the award winning launch of Ally Bank. She has been instrumental in the development and launch of the Ally brand – as well as the transformation of the auto business from a captive to a marketplace competitor. She oversees all brand, deposits, auto, social, research and cross-sell marketing. Ally’s award-winning marketing work has been instrumental with Ally being named a “Top 25 Up and Coming Brand” and helping Ally quickly become a leading online bank and top auto finance company. Andrea spent 20 years at Campbell-Ewald Advertising where she led the agency’s Chevrolet account, the youngest account director in the 90-year history of the account. She launched the massive American Revolution campaign and supported the launch of 20 new products in 40 months. She is active in the advertising and marketing community and was inducted into the AAF Advertising Hall of Achievement in 2006 for extraordinary accomplishments for those under 40. She was also named one of the Top Women in Remarketing by Auto Remarketing Magazine. Andrea also earned the distinction of being named to Forbes' list of the “50 Most Influential CMOs” in 2014 and again in 2015. Most recently, she was selected by Automotive News as one of the “100 Leading Women in the North American Auto Industry”. She is active with the Detroit Chapter of the Women’s Leadership Network at Ally Financial and holds a seat on the American Financial Services Association (AFSA) Marketing Committee. Andrea is a graduate of Michigan State University where she played 4 years of Varsity Soccer. Dave Wozniak Vice President, Head of Advertising & Corporate Partnerships Lincoln Financial Group Dave Wozniak is vice president and head of advertising and corporate partnerships for Lincoln Financial Group. He is responsible for a wide array of initiatives that are designed to build a strong Lincoln Financial Group brand, including consumer and B2B advertising programs, social media and content management, sports marketing efforts, and sponsorships. Dave also helps manage the brand integration efforts across the Lincoln enterprise. Dave joined Lincoln in December 2003 and has broad experience in advertising and corporate branding on both the client and advertising agency sides of the business. He served as director of advertising from 1998-2003 at the Principal Financial Group in Des Moines, Iowa. Prior to that, Dave spent ten years at N.W. Ayer & Partners in Detroit, Michigan where he was the account director on the General Motors brand advertising program. Dave holds a Bachelor of Science degree in communications from the University Park campus of the Pennsylvania State University and also earned his master of business administration from Penn State. He is an avid Penn State football fan and enjoys watching baseball. Allegra Sandelli Senior Vice President, Marketing TD Bank Allegra Sandelli currently leads Retail, Field & Experiential Marketing for TD Bank, America’s Most Convenient Bank®, one of the ten largest banks in the United States. She has over 30 years of marketing experience in the financial services industry, the past 18 at TD Bank (formerly Commerce Bank), where she led the communications strategy through the Bank’s explosive growth, including launching Commerce in the New York market with the help of Julia Louis-Dreyfus. Later, she drove the Bank’s communications, increasing Brand awareness featuring spokesperson Regis Philbin and Kelly Ripa. She led the successful launch of the new TD Bank Brand in 2008. Under Allegra’s marketing and communications leadership, the U.S. Brand was seamlessly and successfully converted to TD Bank, America’s Most Convenient Bank. More recently, she led the development of the Bank's new position, "Bank Human Again", achieving great success in differentiating TD Bank. TD Bank received the Marketer of the Year Award from the Financial Communications Society as well as several industry awards. Allegra was inducted into the New Jersey Hall of Fame in 2012 and is a past president of the Advertising Club of New Jersey. She is a graduate of Seton Hall University where she is currently a member of the President's Advisory Group. Greg Matusky President Gregory FCA Greg Matusky is President and founder of Gregory FCA, the region’s largest integrated public relations and investor relations firm, serving private and publicly traded companies throughout the country. A former business writer whose work has appeared in Inc., Forbes, and Newsweek magazines, Greg built the firm through an intense understanding of the media and how strategic media relations impacts the value of an enterprise. Under his direction, the firm has managed the strategic communications campaigns for Mitsubishi Digital Electronics America, Inc., Safeguard Scientifics, Unisys, SAP, AccuWeather, The Philadelphia Eagles, Leggett and Platt, and others. With a long tradition of working closely with national media, Greg has secured coverage for his clients in The Wall Street Journal, Forbes, Fortune, Business Week, Time, Newsweek, Investor’s Business Daily, USA Today, CNN, CNBC, MSNBC, as well as key vertical trade publications such as CIO, Pharmaceutical Executive, and The Economist. He has worked with an extensive stable of CEOs, providing media training and preparing them for national appearances on Fox TV, CNBC, NBC Nightly News, CNN, CNNfn, ABC TV, and CBS TV. Greg has written on a range of issues including insurance, real estate, technology, logistics, corporate finance, economic development, and more. “The New Philadelphia Story”, an economic development piece which Greg penned, appeared as a 12-page insert in Forbes magazine. In August, 2003, Inc. magazine profiled Greg in a five-page feature article about his company and management style. He is the author of three business-related books, including Blueprint for Franchising a Business, published by John Wiley & Sons. Greg is a regular speaker and moderator for media panels. In 2010, he moderated “The Art of Storytelling in the Age of Social Media” which included reporters from USA Today, AP, Forbes, The New York Times, The Wall Street Journal and RecessionWire. His media panel series, “Meet the Media Movers and Shakers,” has included reporters, editors, and producers from The Wall Street Journal, Business Week, CNN, CNBC, and countless other media points. Greg is a 1983 graduate of the University of Pennsylvania. Erin Arvedlund Columnist The Philadelphia Inquirer Erin Arvedlund began her career as a reporter at Dow Jones newswires. She moved to Moscow, Russia, to write about business and emerging markets at the English-language daily newspaper, The Moscow Times. In 1998, Erin joined TheStreet.com, one of the first real-time Internet news and stock market web sites. She then moved to Barron's magazine to cover options, mutual funds and hedge funds. From 2003 to 2005 Erin reported on business and politics in the former Soviet Union for The New York Times. She also has Wall Street experience, having worked in the hedge fund industry at Sanford C. Bernstein private bank at AllianceBernstein. Erin has a B.A. from Tufts University in International Relations and studied abroad for one semester at Leningrad State University in St. Petersburg, Russia. She writes a weekly column for The Philadelphia Inquirer on personal finance, contributes to Barron’s and also freelances extensively for print and online magazines such as Fortune, Outside, The Economist and Slate.com. She is married and lives in Philadelphia. Her first book was “Too Good To Be True: The Rise and Fall of Bernie Madoff” (Penguin 2009).