Events

  • Rodes Ponzer, Chief Marketing Officer, Crowd Street

    On September 24, the FCS will stage a Cocktails with Content reception at the New York Yacht Club, welcoming Rodes Ponzer, Chief Marketing Officer of Crowd Street. Rodes will be interviewed by Jaret Posmentier, Principal Client Partner at Nativo. As CMO, Rodes drives brand and growth strategy for Crowd Street, drawing on two decades in…

    New York

  • Krista Phillips, Chief Customer & Transformation Officer, M&T Bank

    We’re excited to launch Season 6 of FCS MOVES — our Members Only Virtual Event Series — when Krista Phillips, Chief Customer & Transformation Officer, M&T Bank, will be our guest speaker. On Monday, September 22, Krista will return to the FCS’ virtual stage, this time representing M&T Bank, which she joined in January of…

    Virtual

  • Rethinking Search, Trust & Visibility in a World of Generative Answers

    FCS WEST’s first-ever virtual event will focus on AI’s impact on traditional SEO and the shift from ranking to relevance. Our theme is “Your Brand Is Invisible to AI: Rethinking Search, Trust & Visibility in a World of Generative Answers.” Join us on Monday, October 6 when we’ll discuss how leading firms are adapting to…

    Virtual

  • FCS YMC Summer Send-Off

    On Tuesday, September 16, the FCS Young Members Circle will host its annual “Summer Social” at the YOTEL Hotel Rooftop in NYC’s Times Square. This late season send-off is a great opportunity for in-person networking and a fun way to engage with the FCS Community. All YMC members and our industry friends age 39 and…

    New York

  • Living Ratings of Asset Managers 2025

    The FCS welcomes the return of Living Group for the 9th annual presentation of its proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the top Global 100 Asset Managers. In this year’s sneak peek dubbed “Pump up the volume: amplify your brand,” Kate Shaw, CEO of Living Group, will present…

    Virtual

  • Kathy Kavanaugh, CMO, Individual Solutions & Brand, Lincoln Financial Distributors

    This event is sold out FCS Philadelphia is excited to invite you to join us for a special “Cocktails with Content” event featuring a fireside chat with our guest speaker Kathy Kavanaugh, SVP/Chief Marketing Officer, Individual Solutions & Brand for Lincoln Financial Distributors. On Tuesday, October 28, we’ll get together at the spectacular Union League…

    Philadelphia

  • Stacy Hammond, CMO, Charles Schwab

    For our October Members Only Virtual Event, the FCS is delighted to welcome Stacy Hammond, Managing Director, Chief Marketing Officer for Charles Schwab. Join us on Monday, October 27, beginning at 12 noon ET / 9:00am PT, when Stacy will sit for a virtual fireside chat with Jack Otter, Global Head of Wealth and Asset…

    Virtual

  • MidSummer Cocktails: Storytelling in Financial Services

    This event is sold out. Please contact Juliet McAlee, FCS Administrative & Communications Coordinator, at [email protected] for inquiries. Our July “Cocktails with Content” reception will be a special “Midsummer Night’s Dream Soiree” as we extend the content-event to celebrate the season from a NYC rooftop with a DJ and dancing. Join us on Wednesday, July…

    New York

  • Marketing Boldly While Remaining Compliant

    On Wednesday, July 23, the FCS will again partner with Integreon to present a free virtual event on another pressing challenge for financial marketers: how to deliver bold, engaging campaigns while staying firmly within regulatory boundaries. With the theme, “Coloring Inside the Lines: Marketing Boldly While Remaining Compliant,” this dynamic panel discussion will bring together…

    Virtual

  • American Express: “15 Stories”

    Ticket sales are now closed. Please contact Juliet McAlee, FCS Administrative & Communications Coordinator, at [email protected] for inquiries. On June 25, the FCS will stage a Cocktails with Content reception at the New York Yacht Club, spotlighting the winner of the B2B Best in Show trophy at this year’s FCS Portfolio Gala: American Express. Amex…

    New York

  • Jennifer Halloran, CMO, Head of Marketing & Brand, MassMutual

    NEW TIME: 10:30am – 11:00am On Wednesday, June 25, the FCS will present a special free virtual event, spotlighting a conversation with Jennifer Halloran, CMO, Head of Marketing and Brand, at MassMutual. Recently, Jennifer announced that she’ll be leaving MassMutual at the end of June, and embracing the next chapter of her career. A long…

    Virtual

  • YMC TALKS: Anatomy of a Winning Campaign

    This event is sold out. For inquiries, please contact Juliet McAlee, FCS Administrative and Communications Coordinator, at [email protected] For the third consecutive year, the FCS Young Members Circle (YMC) is proud to present its annual “Anatomy of a Winning Campaign” event—a dynamic after-work reception that will break away from the traditional panel format. On Tuesday,…

    New York

  • Marketing and Communicating in Volatile Times

    THIS EVENT IS SOLD OUT. FCS Chicago returns in a big way, presenting “Marketing and Communicating in Volatile Times,” a breakfast event hosted at Northern Trust on Tuesday, June 10. Fundamentals matter, especially during times of tremendous uncertainty in the markets. This panel discussion will address how advanced analytics and AI-driven digital technologies can be…

    Chicago

  • Education Summit: Optimizing Digital Experiences in Financial Services 2025

    This event is sold out As a sign of the FCS’ commitment to the San Francisco market, FCS West is proud to announce the staging of a full-morning Education Summit on Wednesday, June 4th, on the theme “Optimizing Digital Experiences in Financial Services.” The content of this event will be driven by the research and…

    San Francisco

  • What Financial Advisors Want from Marketing

    On June 23rd at 12 noon ET, the FCS will stage a free, virtual research presentation led by Phil Edelstein, founder of Substance Strategy & Creative, on the topic “What Financial Advisors Want from Marketing.” Over the past year, Substance interviewed over 75 financial advisors through its Advisor Roundtables program – a standing focus group…

    Virtual

  • FCS Charity Golf Tournament & Tennis Day 2025

    The FCS is excited to be returning to the Wykagyl Country Club on Monday, July 21, for the 26th Annual FCS Charity Golf Tournament & Tennis Day. We will again bring together our two groups of sports enthusiasts for a great day of camaraderie, friendly competition and fundraising. Here’s the agenda for a full day…

    New York

  • The Social Factor in Financial Services

    Ticket sales are now closed. For inquiries, please contact Juliet McAlee, FCS Administrative and Communications Coordinator, at [email protected] FCS Philadelphia will tackle effective social media strategies as the topic for our May 20th breakfast, hosted at the offices of FS Investments. Our panel discussion will focus on what really works when it comes to financial…

    Philadelphia

  • Matthew Alsted, Head of Marketing and Communications, Sands Capital

    For our April Members Only Virtual Event, the FCS is delighted to welcome Matt Alsted, Head of Marketing and Communications for Sands Capital. Matt will make his FCS debut on Monday, April 28, beginning at 12 noon ET. Based in Arlington, Virginia, Sands Capital invests globally and positions itself as a nimble, entrepreneurial firm. With…

    Virtual

  • Jessica Fernandez, SVP, CMO, Calamos Investments

    FCS MOVES — our Members Only Virtual Event Series — continues with a spotlight conversation featuring Jessica Fernandez, Senior Vice President and Chief Marketing Officer of Calamos Investments. Join us on Monday, March 24, beginning at 12 noon ET, for an in-depth discussion with Jessica about the marketing of Calamos’ suite of ETFs. Jessica will…

    Virtual

  • Jon Holding, Head of Brand and Content, Invesco

    Our “Cocktails with Content” reception on Thursday, March 20, will feature Jon Holding, Head of Brand and Content for Invesco. Jon will be discussing the return of Invesco QQQ’s sponsorship of the NCAA March Madness college basketball tournament. In addition to sharing insights about last year’s success, Jon will present several videos highlighting this year’s…

    New York