FCS RFK Marketing Summit 2025

Twenty-five years after its launch as a humble charity fundraising event, the FCS RFK Marketing Summit has evolved into the must-attend destination conference for financial marketing, communications and media professionals.

On January 5, 2025, the FCS RFK Marketing Summit will kick-off three days of unprecedented content – more than 10 hours of presentations, interviews, and case studies – led by senior executives at top financial brands, agencies and media/resource partners in our industry. The Summit is designed to present content in a one-of-a-kind setting, where our speakers and guests can connect on a level that transcends a typical business environment.

FIRESIDE FORUMS

We’re excited to present 11 hours of business content during our 3 days of Fireside Forums. The sessions will feature an amazing agenda filled with research presentations, case studies, interviews, and panel discussions.

Fireside Forum Agenda (as of 1/2/25)

Featured guest speakers include:

• John Brockelman, Chief Marketing Officer, State Street Global Advisors
• Jennifer Grazel, Global Chief Marketing Officer, RBC Capital Markets
• Toni Clayton-Hine, Chief Marketing Officer, EY
• Pam Piligian, Chief Marketing Officer, Navy Federal Credit Union
• Michael Bieselin, Chief Marketing Officer, Retirement Solutions, TIAA
• Rebecca Kniesel, Chief Marketing Officer, Jennison Associates
• Kristin Gower, Global President, EssenceMediacom
• Ryan McHardy, Chief Strategy Officer, Americas, Dentsu
• Sheryl Markov, EVP, Digital Marketing, Design & Delivery, Northern Trust
• Kirti Naik, Global Head of Brand Experience, Neuberger Berman
• Kristin Tallman Lane, Head of Brand Strategy, Marketing & Customer Engagement, MassMutual
• Hailey Brent, Senior Vice President, Brand Strategy, BNY Wealth
• Kristie Nettles, VP/MD, Head of Institutional (North America) and Insurance Marketing, AllianceBernstein
• Tavia Davis, VP, Head of Paid Media, Goldman Sachs Asset Management
• Katy Brady, Director, Brand, Invesco
• Andrew DeCaro, Director, Marketing & Advertising, Grayscale Investments
• Katherine Boylan, Director of Integrated Marketing, Jennison Associates
• Greg Clunies, Senior Manager, Paid Media, Ameriprise Financial
• Allison Knightly, Marketing Director, Paid Media, Columbia Threadneedle Investments
• Briana Hovington-Akonnor, Senior Manager, Growth Acquisition, Better.com
• Beth Bamonte, Director of Analyst Relations, IBM and President, ANA Business Marketing NYC

Research presentations by:

• Michael Ellison, President, Corporate Insight

SUMMIT OVERVIEW

Sunday, January 5 through Wednesday, January 8
The Lodge at Spruce Peak
7412 Mountain Road, Stowe, Vermont

RFK is where the FCS’ mission of Community, Education, Philanthropy comes together. We’re expecting more than 150 guests to join us at The Lodge. Continuing our 25 year tradition, 100% of the Summit’s net proceeds will be donated to our three Race for Kids charities: Make A Wish of Vermont, Hope & Heroes Columbia University Medical Center, and Downey Side Adoption Agency.

The core activities at the Summit are our Fireside Forums (Sunday night, Monday morning and afternoon, Tuesday afternoon), but the heart of the event is the camaraderie of our guests as we gather for multiple networking receptions and our grand Charity Dinner on Monday night.

HOTEL RESERVATIONS & EVENT REGISTRATION

The FCS room block at the Lodge is sold out.

1. Please book your accommodations directly with the Lodge by visiting www.sprucepeak.com and under BOOK NOW, you’ll be able to see the current availability/pricing at the hotel.
   • Please note that there are other hotels in Stowe can offer very affordable rates.

2. To register for the Summit, each company/group/family host should complete the online Registration for themselves and their guests — or have each guest complete it for themselves.
   • REGISTRATION FORM
   • Any questions, please contact FCS Admin/Comms Coordinator Audrey Prater.
   • Until you are ready to close your registration and pay, you/your guests can simply Save your form until a later date. However, you will not be officially registered until you Submit the information for you/your guests.
   • Once your registration is complete, you can pay online directly or request an invoice, which will be emailed to you by Audrey.

Sponsorships are available for every activity during the Summit. This is a great opportunity for your brand to be visible in the support of our three children’s charities. Would you like to sponsor the Ben & Jerry’s Ice Cream Cart? Or the Live Band? Or the Ski Race Course? Or the Billiards Tournament? There are many affordable options to consider. Thank you for your generosity.

ARE YOU GOING TO SKI or SNOWBOARD?

Lift tickets are an additional cost, and you can add them as part of your Registration. (If you’re an EPIC PASS holder (https://www.epicpass.com/), be sure to bring your pass to save money on and off the slopes.) The FCS does not mark up lift ticket prices, so we want you to get the best deal possible (and spend your savings on our raffles!).

If you want to purchase lift tickets outside of our 2 day package (Monday-Tuesday), we can provide you with an e-coupon to purchase a discounted ticket directly at the ticket window.

RENTALS

Our partners at Vail Resorts are offering a 25% discount on equipment rentals.
RENTAL INFORMATION.

Longtime FCS supporter Pinnacle Ski and Sports (1652 Mountain Rd, Stowe; on your way to the Lodge) will be offering RFK attendees 20% off on all rentals and retail items. Use coupon code: FCS20.

KIDS ADVENTURE

If you wish to sign up for Kids Adventure (ski/snowboard lessons for various levels), parents/guardians should register online through Stowe.com.

If you (parent/guardian) have an Epic Pass, you will be able to save 20% off the lesson package price for your child.  You can include rentals and a lift ticket for your child when you book their lesson.  Rentals and lift tickets are only available at this reduced price if enrolled in a lesson.  Rentals and lift tickets for children NOT participating in a lesson can be purchased according to the process outlined above.

Please register well in advance as enrollment is limited and typically sells out. DO NOT WAIT TO ARRIVE IN STOWE TO MAKE YOUR ARRANGEMENTS.

SKIING & THE RACE

On Monday, come to Spruce Lodge Base Camp at 11:30am for Ski with Donna. Warm up on Stowe’s trails and free ski with Gold Medal Olympian Donna Weinbrecht.

On Tuesday, skiers and riders are invited to participate in the slalom Race Competition, beginning at 10:30am. There will be a Race Clinic at 9:30am, led by Donna Weinbrecht. Sign up at on-site Registration, when you pick up your Summit lanyard.

OFF-SLOPE ACTIVITIES

The Lodge at Spruce Peak offers ice skating, snowshoeing, a heated swimming pool, rock wall climbing and much more. There’s also a nearby cross-country ski center. More info here.

And the resort is home to a world-class spa. Book your appointments before you head up to Stowe!

SUMMIT AGENDA

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