Events
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SOLD OUT “Activating Clients in the Digital World”
THIS EVENT IS SOLD OUT. The FCS is proud to partner with EY to bring "Activating Clients in the Digital World" as the topic of our April breakfast. The event will open with a presentation by EY's Amy Summy, Principal, Marketing Transformation, who will then moderate a panel discussion on how to engage clients with…
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“Winning over Women in Financial Services”
FCS Boston will stage a breakfast on "Winning over Women in Financial Services," featuring a research presentation and a panel discussion. While the topic of women’s equality in both society-at-large and the workplace continues to dominate the media, many companies are still not making meaningful connections with women as consumers. Join our panel of high…
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SOLD OUT “Personalize or Perish”
THIS EVENT IS SOLD OUT. The first breakfast of 2019 for FCS NYC will focus on personalization, a topic commanding the interest and concerns of financial marketers eager to narrowcast their messages while managing privacy issues. "Personalize or Perish" is brought to us by Idio, whose Chief Strategy Officer Kevin Li will serve as moderator…
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SOLD OUT 25th Anniversary FCS Portfolio Awards Gala
THIS EVENT IS SOLD OUT! The 25th Anniversary FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary event returns to a famed landmark. To learn more about the Awards and the Gala, please visit our dedicated Portfolio Awards page. Branded tables ($11,500),…
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“Marketing During Generational Shifts”
FCS West concludes its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” The two monthly events tackled different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trend, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing,…
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“Transformative Content Marketing Trends”
FCS West continues its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” Two monthly events will tackle different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trends and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing,…
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“Banking in a Cashless Society”
FCS San Francisco's 4th of 7 planned breakfasts in 2019 will address "Banking in a Cashless Society." Ever since the introduction of the general-purpose credit card in the 1950s, the United States has been slowly moving toward a cashless society. In 2016, credit-card transactions eclipsed cash transactions globally, with the trend becoming more prevalent as…
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“ESG: Passing Fad or the Future of Investing?”
FCS San Francisco's 3rd of 7 planned breakfasts in 2019 will address "ESG: Passing Fad or the Future of Investing?" Environmental, Social, and Governance (ESG) investing has taken the financial world by storm in recent years. Also known as socially responsible investing (SRI) or, more simply, sustainable investing, assets in the category now account for…
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“Blockchain & Crypto: How Do I Market This?”
FCS San Francisco's 2nd of 7 planned breakfasts in 2019 will address "Blockchain & Crypto: How Do I Market This?" We’ll begin with a brief explainer to help you understand: What is it? Why should I care about it? And then our panel will dive into the finer points of how to explain it to your…
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“What Does Brand Safety and Suitability Mean for Your Brand?”
FCS San Francisco opens its 2019 breakfast series with a panel discussion on "What Does Brand Safety and Suitability Mean for Your Brand?" With the ever-changing media landscape, how do marketers ensure their brand is aligned with appropriate and relevant content? In light of the continuing importance of automation and broad platform buying, whether programmatic…
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“Millennials with Money” Research & Panel Luncheon
We open 2019 in New York with a research-driven luncheon on "Millennials with Money." Edelman, our content partner for this event, will present their new research on the topic. As a follow-up to Edelman's deep-dive study in 2016 on this generation’s relationship with money and financial services, the new study revisits these dynamics now that Millennials…
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Dipti Kachru, CMO, Chase Wealth at FCS New York CMO Luncheon Series
FCS New York concludes 2018 with our final CMO luncheon of the year with guest speaker Dipti Kachru, CMO, Wealth Management and Affluent Segment, for Chase. The theme of her presentation will be "The Evolving Role of the Marketer — My Lessons from 2018.” With nearly 4 million clients, the Chase Wealth Management division offers…
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“The Voice Revolution: The Next Wave of Opportunity”
FCS Charlotte tackles "The Voice Revolution" in this month's luncheon featuring a great line-up of speakers. We'll talk about the next wave of opportunity created by audio marketing, empowered by AI technology, and embraced by consumers more and more each day. From how to best harness search to how to navigate the complexity of AI…
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Jason Hill, Goldman Sachs’ Vice President, Brand & Content, at FCS New York CMO Luncheon Series
FCS New York is proud to welcome Jason Hill, Vice President, Brand & Content, at Goldman Sachs, as the guest speaker at our monthly CMO Luncheon series on Wednesday, November 14. A veteran presenter and panelist at FCS events, Jason will make his luncheon debut to discuss Goldman Sachs’ approach to marketing philanthropic programs and…
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“Consumer Centricity”
The FCS returns to The New York Times on November 7th for a moderated panel discussion on "Consumer Centricity." All previous breakfast events held at the Times have sold-out, and this event is expected to as well. The topic will focus on how financial services companies are navigating the challenges of consumer centricity. In the…
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SOLD OUT: Marty Willis, Nuveen at FCS Chicago CMO Spotlight Luncheon
THIS EVENT IS SOLD OUT. FCS Chicago will stage a CMO Spotlight luncheon with Marty Willis, Chief Marketing Officer of Nuveen, the asset management unit of TIAA, on Tuesday, November 13. TIAA is one of the oldest names in the retirement industry, founded by industrialist Andrew Carnegie in 1918. In January 2017, TIAA renamed its…