FCS RFK Marketing Summit 2023


The 2023 FCS RFK Marketing Summit welcomed 145 guests to The Lodge at Spruce Peak in Stowe, Vermont, where we presented three days of Fireside Forums and created a dynamic environment for financial marketing, communications and media professionals to get to know each other better. (Scroll to the bottom for photos.)

The series of Forums kicked off on Sunday night (Jan. 8) with a presentation by John Almeida, Global Head of Wealth & Asset Management, ServiceNow, and Janet King, Vice President Research & Content Solutions, Arizent. They reviewed highlights from a new research report from Financial Planning, “2023 Predictions: Advancing The Advisor And Client Experience.” See article. Watch a video of John Almeida sharing his top takeaway.

On Monday afternoon (Jan. 9), The Wall Street Journal | Barron’s Group sponsored the Forum, featuring three one-on-one interviews. Barron’s Editor-at-Large Jack Otter first interviewed Tara Giuliano, CMO, Nuveen, and later in the afternoon, he interviewed Ken Poliziani, CMO, PGIM. In between those talks, Katie Weber, SVP, Financial Services, WSJ | Barron’s Group, interviewed Katy Brady, Director, Brand Activation and Experiences, Invesco US.

On Tuesday afternoon (Jan. 10), Kimberly Boone, Managing Director, Ptarmigan Media, presented proprietary research on “The Evolution of the Financial Advisor and How to Reach Them.” See article. Kim then joined a panel discussion with Dana Caragine, Senior Vice President, Marketing & Communications, Arbor Realty Trust, and Andrew Most, Head of Global Brand, Creative, & Content Strategy, Columbia Threadneedle Investments. The panel was moderated by FCS Board Vice Chair Tom Jago of The Ward Group. Watch a video clip of Andrew Most on the panel.

The Forum series closed with FCS Programming Chair John McCormick of AdNode interviewing Lori Dillon, Head of Marketing, Citizens, a runner up for the FCS Financial Marketer of the Year 2022. Watch a video clip from Lori’s interview.

During the Summit, each Forum was well attended with additional clientside/agency guests in the audience, representing Bank of America, BNY Mellon Wealth, GroupeConnect, Havas Media, Interactive Brokers, TD Ameritrade and others.

The content for the Summit was sponsored by The Wall Street Journal | Barron’s Group, FOX Business, Dianomi, Dotdash Meredith, and Reuters.

Throughout the three-day Summit, guests enjoyed the opportunity to network during several receptions and group meals, including the showcase Charity Dinner on Monday night. There we heard personal presentations by young people who have benefited from the critical services of the three children’s charities supported by the Summit: Make A Wish of VermontHope & Heroes Columbia University Medical Center, and Downey Side Adoption Agency. Ever year, the FCS donates 100% of the event’s net proceeds to these three charities. Since 2000, we have donated nearly $2.8 million.

The 24th Annual FCS RFK Marketing Summit is planned for January 7-10, 2024.

The Lodge at Spruce Peak in Stowe, Vermont, will once again welcome the FCS community for our annual Summit, bringing together financial marketing, communications and media professionals for three days of business content while raising money for three wonderful children’s charities.

Join us on Sunday, January 8 through Wednesday, January 11 for the FCS RFK Marketing Summit 2023.

With Fireside Forums on Sunday nightand the afternoons of Monday and Tuesday, the primary content themes for our presentations, interviews and panel discussions will be “The Retail Investor Revolution,” “The Next Face of Wealth” and “Digital Transformation, Measurable Marketing.”

Featured speakers include John Almeida, ServiceNow; Katy Brady, Invesco; Lori Dillon, Citizens; Tara Giuliano, Nuveen; Andrew Most, Columbia Threadneedle Investments; Ken Poliziani, PGIM, Kim Boone, Ptarmigan Media and Dana Caragine, Arbor Realty Trust. Additional clientside/agency guests in attendance represent Bank of America, BNY Mellon Wealth, GroupeConnect, Havas Media, Interactive Brokers, and TD Ameritrade.

The content for the Summit is sponsored by The Wall Street Journal | Barron’s Group, FOX Business, Dianomi, Dotdash Meredith, and Reuters.

We expect to sell out so we encourage you to act quickly in making your plans. We have a limited room block offering a significant FCS discount. First come, first served. Please follow these three steps:

  1. Please book your accommodations directly with the Lodge using this link: https://www.hyatt.com/en-US/group-booking/BTVDH/G-Y447. Note the FCS room block is closed, but the Lodge still has availability. Any questions about your room, please contact Lisa Kremser ([email protected]; 844-256-2178).
  2. Please email your completed registration forms (one form for each guest) to FCS Admin Coordinator Marisa Jago.
  3. If you plan on skiing or snowboarding during the event, consider buying an Epic Pass in advance. You’ll save a significant amount of money. Although the FCS receives a discount to the retail purchase of lift tickets, the Epic Pass represents even better savings.

Sponsorships are available for every activity during our three day Summit. Team packages are available for participating companies and their guests; all packages are customizable. Sponsoring the Summit is a great opportunity for your brand to be seen as a leading participant in meaningful marketing conversations — while supporting the FCS’ philanthropic mission.

If you’re coming up solo — not part of a team or sponsorship, pricing info can be found on p. 6 of the Sponsorship/Team document.

As part of that mission, 100% of the net proceeds raised by the Summit will be donated equally to Make A Wish of Vermont, Hope & Heroes Columbia University Medical Center, and Downey Side Adoption Agency.

Questions about the Summit can be directed to FCS CEO Kevin Windorf or FCS Board Chair Tim Hart.

  • Start January 8, 2023 06:00 PM EDT
  • End January 11, 2023 10:00 AM EDT
  • Location The Lodge at Spruce Peak Stowe, Vermont