Beyond Measurement: Building Marketing Influence to Drive Growth

Financial services marketers are under growing pressure to prove near-term business impact. But findings from Bloomberg Media and Lippincott‘s CMO Outlook 2026 suggest the issue may no longer be whether marketing can measure its contribution. Financial services marketers increasingly align marketing metrics with business metrics, yet many still struggle to get full credit for marketing’s role in growth.

The FCS is excited to partner with Lippincott and Bloomberg Media for a free virtual event exploring the findings of CMO Outlook 2026, a global study of more than 500 marketing leaders examining the challenges and opportunities reshaping the CMO role.

On Monday, October 26, Rose Baki, Senior Partner, Head of Strategy, U.S., at Lippincott, and Michelle Lynn, Global Head of Data/Insights at Bloomberg Media, will share insights from the research and lead a conversation about what they mean specifically for financial services marketers.

The discussion will explore:

  • Beyond measurement: Why measuring marketing’s business impact may no longer be enough to secure greater influence across the organization.
  • Short-term pressure: How growing demands for immediate performance are shaping marketing priorities and potentially compromising long-term brand value.
  • The recognition gap: Why marketing continues to struggle to receive full credit for its contribution to business growth.
  • C-suite alignment: How CMOs can strengthen relationships across the executive leadership team, build organizational influence and connect marketing priorities to enterprise objectives.

Following the presentation, Rose and Michelle will interview:

  • Grace Reilly, Head of Global Client Marketing at Blue Owl
  • Frank Tirado, Vice President, ETF Marketing, Calamos Investments

In gratitude to our partners for this event, the FCS will donate $1,000 to a children’s charity of their choosing.

FREE REGISTRATION

This FCS virtual event is complimentary, but advance registration is required.

  • Start October 26, 2026 12:00 PM EDT
  • End October 26, 2026 01:00 PM EDT
  • Location ZOOM

Tickets

Speakers

Presenter/Moderator Rose Baki

Senior Partner, Head of Strategy U.S.

Rose is Senior Partner, Head of Strategy, and a member of Lippincott’s management team. A steward of strategy at the firm for two decades, Rose partners with senior executives to build brands into strategic assets that cut through the clutter, connect on a human level, and drive business performance. Her work has focused on developing, […]

Presenter/Moderator Michelle Lynn

Global Head of Data Science & Insights

Michelle Lynn joined Bloomberg as Head of Global Data Science and Insight for the media organization. In this role, she oversees a team responsible for understanding and activating Bloomberg's audience. Michelle also leads the development of BloombergAiQ, Bloomberg's proprietary audience and content platform for insights and activation. Prior to that, Michelle was the Chief Insight […]

Guest Speaker Grace Reilly

Head of Global Client Marketing

Grace Reilly is a Managing Director at Blue Owl and Head of Global Client Marketing, leading the firm’s global client marketing strategy across its wealth and institutional businesses. She is responsible for translating business priorities into campaigns, content and experiences that elevate the Blue Owl brand, engage clients, and drive growth and fundraising globally. Before […]

Guest Speaker Frank Tirado

Head of ETF Marketing

Frank Tirado is Head of ETF Marketing at Calamos Investments, which he joined in 2023. Prior to that, he held marketing leadership positions at Janus Henderson Investors, OCC, TD Ameritrade and E*TRADE.

Sponsors