Events

  • Portfolio Awards Reception for Employee Communications

    Our inaugural awards reception honoring the Portfolio Awards Employee Communications finalists will be held on Tuesday, May 19 (5:30pm-7:30pm), at the New York Yacht Club. The event will include an open-bar cocktail reception, delicious appetizers, a 30-minute awards program, and ample time for networking. The winners of the Gold trophy in each category will be…

    New York

  • Inside The Mind of The RIA

    FCS Philadelphia will begin its 2026 slate of in-person events with a breakfast panel discussion on “Inside The Mind of The RIA.” We’ll be hosted by the American College of Financial Services in King of Prussia on Tuesday, April 28. We’re excited to welcome our panel of senior marketing executives, including: Jared Trexler, SVP, Chief…

    Philadelphia

  • Kristin Faucher, Head of Brand and Advertising: Card, Travel, Commerce, JPMorgan Chase

    Ticket sales have now closed. Please contact FCS Administrative & Communications Coordinator Juliet McAlee ([email protected]) with inquiries. On Wednesday, March 18, we will stage a Spotlight Luncheon at the New York Yacht Club, featuring our guest speaker Kristin Faucher, Managing Director, Head of Brand and Advertising: Card, Travel, Commerce, at JPMorgan Chase. Kristin will be…

    New York

  • Proving Marketing Value in a Margin-Squeezed World

    On Monday, March 16, the FCS will again partner with Integreon to present a free virtual event on another pressing challenge for financial marketers: “Proving Marketing Value in a Margin-Squeezed World.” this panel discussion will examine how marketing leaders can demonstrate real business value in an environment defined by margin pressure, cautious spending, and unpredictable…

    Virtual

  • What Advisors Really Think About AI in Wealth Management

    Assessing Risk, Adoption and Competitive Strategy The FCS is proud to partner with Financial Planning, an Arizent brand, for a free virtual event on March 12 exploring what financial advisors really think about artificial intelligence. AI adoption in wealth management is accelerating, but strategy is often lagging behind experimentation. As firms explore use cases across…

    Virtual

  • Joan Khoury, Chief Marketing Officer, Oppenheimer

    The FCS is proud to welcome back to our virtual stage Joan Khoury, Senior Managing Director, Chief Marketing Officer,at Oppenheimer. Joan will be our featured guest speaker at the March 23 edidtion of of FCS MOVES, our Members Only Virtual Event Series. Joan first appeared on MOVES in November 2023. Her debut appearance on the…

    New York

  • FCS Portfolio Awards Gala

    The 32nd Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City.  Our legendary black tie event will again be staged in this famed landmark for another unforgettable experience. Katy Brady of Invesco and the FCS Executive Commitee will serve as our emcee. Awards…

    New York

  • Rangers Game Night 2026

    FCS New York is excited to host our 10th Annual New York Rangers Game Night. The action takes place on Monday, March 2, as the Rangers face off against the Columbus Blue Jackets. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors open at 6:00pm for…

    New York

  • Heather Netrosio, Head of U.S. Client & Marketing Strategy, RBC Capital Markets

    The FCS is excited to continue our Members Only Virtual Event Series with an exclusive interview with Heather Netrosio, Managing Director, Head of U.S. Client & Marketing Strategy, RBC Capital Markets. Join us on Monday, February 23, beginning at 12 noon ET, when Heather will make her debut on the FCS virtual stage following her…

    Virtual

  • Winning the Wealth Moment

    This event is sold out. For inquiries, please contact Juliet McAlee, FCS Administrative & Communications Coordinator, at [email protected]. The FCS is excited to partner with LinkedIn for our next Cocktails with Content at the New York Yacht Club. Join us on Tuesday, March 31 for “Winning the Wealth Moment,” an evening featuring original research and…

    New York

  • Digital Marketing Strategies 2026: Leveraging AI, Data and Automation for Growth

    This event is sold out. Please contact FCS Administrative & Communications Coordinator, Juliet McAlee ([email protected]), for inquiries. The FCS will stage a full-morning Education Summit on Wednesday, February 18, at the New York Yacht Club, on the theme “Leveraging AI, Data and Automation for Growth.” The content of this event will be driven by the…

    New York

  • Danielle Robles, CMO, Private Client Banking, JPMorgan Chase

    We’re excited to kick off our 2026 Members Only Virtual Event Series with an exclusive interview with Danielle Robles, Chief Marketing Officer for Private Client Banking at JPMorgan Chase. Join us on Monday, January 26, beginning at 12 noon ET, when Danielle will make her debut on an FCS stage. She will be interviewed by…

    New York

  • 3 Chief Marketing Officers To Kick Off Holiday Party with Outlook 2026 Panel

    Ticket sales have now closed. For inquiries, please contact Juliet McAlee ([email protected]), FCS Administrative & Communications Coordinator FCS New York will celebrate the season with a special Holiday Edition of our “Cocktails with Content” series. On Wednesday, December 10, we’ll gather at The Stafford Room for 4 hours of fun, food, cocktails, camaraderie, and live…

    New York

  • Jennifer Ball, CMO, Franklin Templeton

    For our December Members Only Virtual Event, the FCS is delighted to welcome Jennifer Ball, Chief Marketing Officer for Franklin Templeton. Join us on Monday, December 15, beginning at 12 noon ET, when Jen will be interviewed by FCS Board Director Sheevani Raikundalia, Executive Head of Financial Advertising Sales, North America, at Bloomberg Media. Jen…

    New York

  • FCS Financial Marketer of the Year Gala 2025

    THIS EVENT IS SOLD OUT On Tuesday, December 2, we will celebrate the 20th Annual FCS Financial Marketer of the Year (FMY) Award at a gala dinner at the New York Yacht Club. We will honor this year’s winner, along with two runners-up, as selected by our panel of judges from a diverse array of…

    New York

  • How Corporate Reputation Drives Brand Equity

    This event is sold out. FCS Chicago will close out 2025 with another fantastic panel discussion. Join us on Tuesday, December 9 for “How Corporate Reputation Drives Brand Equity,” a Cocktails with Content event hosted at Vistria. Michelle Lynn, Global Head of Data and Insights at Bloomberg, will present highlights from the firm’s second “Corporate…

    Chicago

  • AI in Financial Services Marketing

    Ticket sales have now closed. FCS Philadelphia will close out 2025 with a breakfast panel discussion on the topic of year: Artificial Intelligence (AI). Join us at WSFS Bank on December 11, when we welcome our panel of senior marketing executives, including: Lynn Hobson, SVP, Chief Marketing Officer, WSFS Bank, will moderate the conversation, which…

    Philadelphia

  • Why Brands Still Matter

    This event is sold out. On Thursday, November 13, FCS New York is partnering with the Cheil Agency Network to present “Why Brands Still Matter.” This Cocktails with Content event will feature a panel discussion with: Moderating the conversation will be Joe Maglio, CEO, Cheil Agency Network, whose growing portfolio of American agencies includes Attention…

    New York

  • CMO EXCHANGE: Pachuta, Brady, Munroe

    This event is sold out For the first time since 2019, the FCS is thrilled to bring back our most-popular presentation series, CMO Exchange — a TED-Talk–style evening featuring three senior marketers sharing personal stories and professional insights. Join us on Thursday, October 30, for a members-only cocktail reception at the New York Yacht Club…

    New York

  • John Brockelman, CMO, State Street Investment Management

    For our November Members Only Virtual Event, the FCS is proud to welcome back to our virtual stage John Brockelman, Chief Marketing Officer, State Street Investment Management. Join us on Monday, November 17, beginning at 12 noon ET, when John — who won the FCS Financial Marketer of the Year in 2020 — will be…

    Virtual