Events
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Marketing Operations: Workflow Strategies that Work
From campaign planning to content creation, the best marketing teams run on well-defined workflows that drive efficiency and consistency. The FCS will partner with Integreon to present a free virtual event on Monday, March 10, featuring senior financial marketers from leading brands who will share how they optimize operations, leverage technology, and refine processes to…
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31st Annual FCS Portfolio Awards Gala
THE GALA IS COMPLETELY SOLD OUT. The 31st Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event will again be staged in this famed landmark for another unforgettable experience. Patty Sachs of Publicis and the FCS Board of…
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Michael Bieselin, CMO, Retirement Solutions, TIAA
FCS MOVES — our Members Only Virtual Event Series — kicks off 2025 with a spotlight conversation featuring Michael Bieselin, Chief Marketing Officer, Retirement Solutions at TIAA. Join us on Monday, January 27, beginning at 12 noon ET, for an in-depth discussion with Mike about TIAA’s 2025 go-to-market strategy for the its retirement business. Mike…
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Education Summit: Optimizing Digital Experiences in Financial Services 2025
This event is sold out. The FCS will stage our annual full-morning Education Summit on Thursday, January 30, at the New York Yacht Club, on the theme “Optimizing Digital Experiences in Financial Services.” The content of this event will be driven by the research and work of professors at Northwestern University’s Medill School of Journalism,…