Events

  • Marketing Strategies to Engage Tech-Savvy Clients

    On Thursday, October 17, the FCS will again partner with Storyful for another engaging “Cocktails with Content” reception. Amy Lee, VP, Intelligence & Strategy at Storyful, will lead a discussion on Marketing Strategies to Engage Tech-Savvy Clients. Featuring a panel of senior marketing executives, we’ll explore how AI, data, and social intelligence are reshaping the…

    New York

  • The Great MarTech Debate

    On Wednesday, November 13, FCS Philadelphia will present a panel discussion on “The Great MarTech Debate.” We will be hosted by Hamilton Lane at its headquarters in Consohocken, PA, a Philly suburb. The conversation will focus on the marketing technologies currently being used by financial marketers to drive increased engagement, personalization and revenue. Leading the discussion…

    Philadelphia

  • Brand Building in the Age of AI

    On Monday, October 28, the FCS will partner with first-time sponsor Lippincott to present a free virtual event on “Brand Building in the Age of AI.” As marketers and brand builders, we’re obsessed with AI. But how do consumers feel about it? And what do they expect from financial services brands when it comes to…

    Virtual

  • 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…

    Stowe, Vermont

  • Generative AI Tipping Point

    Imagining Wealth & Asset Management in 2034 Our “Cocktails with Content” reception on Tuesday, September 24, will delve into the significance — and the future — of Artificial Intelligence in the world of wealth and asset management. Cory McCruden, who heads up this sector practice at EY, will present research findings from her recent white…

    New York

  • FCS MOVES: Matthew Heath, CMO, EMEA & Americas, Invesco

    We’re excited to launch Season 5 of FCS MOVES — our Members Only Virtual Event Series — when Matthew Heath, Chief Marketing Officer, EMEA & Americas at Invesco, joins us from London for a one-on-one interview with FCS Board Director Sheevani Raikundalia of Bloomberg Media. On Monday, September 30, Matthew will make his FCS debut…

    Virtual

  • CX Innovation in Financial Services Marketing

    FCS Boston will stage a full-morning Education Summit on Thursday, September 19, at the offices of Columbia Threadneedle Investments, on the theme “Customer Experience Innovation in Financial Services Marketing.” The content of this event will be driven by the research and work of Frank Dudley, professor at Northwestern University‘s Medill School and president of Financial…

    Boston

  • Audience Targeting Intelligence

    This event is sold out. FCS New York will partner with first-time sponsor The Guardian US in presenting a special Cocktails with Content event on “Audience Targeting Intelligence.” Join us on Tuesday, March 25th (4:30pm-6:30pm) at The Guardian US’ New York office for a research presentation, followed by a conversation with Michele Barlow, Managing Director,…

    New York

  • Sid Ratna, CMO, Financial Advisor Services, Vanguard

    On Thursday, November 21, FCS New York will stage a Spotlight Luncheon at the New York Yacht Club, featuring our guest of honor Sid Ratna, Chief Marketing Officer, Financial Advisor Services, at Vanguard. Sid will be interviewed by Michelle Lynn, Head of Global Data Science and Insight at Bloomberg. Vanguard’s Financial Advisor Services (FAS) primarily…

    New York

  • Moving from Personal to Hyper-Personal

    FCS Charlotte will stage a free virtual event on the topic “Moving from Personal to Hyper-Personal.” Join us on Monday, September 16, from 12:00pm to 12:30pm ET, for a highly instructive presentation by: In an era where personalization has become the norm, businesses must evolve to meet the increasing expectations of consumers. Our event will…

    Charlotte

  • Alex Craddock, Chief Marketing & Content Officer, Citi

    This event is sold out. To join the wait list for tickets, please email [email protected]. FCS New York returns to Business Insider for another dynamic “Cocktails with Content” reception — this time featuring a fireside chat with Alex Craddock, Managing Director, Chief Marketing and Content Officer at Citi. Join us on Thursday, October 10 (4:30pm-6:30pm)…

    New York

  • Building a Brand at Scale

    FCS New York is excited to partner with first-time sponsor Prophet in presenting a Cocktails with Content event on “Building a Brand at Scale.” Join us on Tuesday, September 17 (4:30pm-6:30pm) at Prophet New York where a panel of leading marketers will explore the critical aspects of building and maintaining a strong brand in today’s…

    New York

  • Always Be Networking: Top B-School Professors on Career Strategies

    The FCS Mentoring Committee is partnering with Business Insider to present a career-focused “Cocktails with Content” event featuring two adjunct professors from Fordham University | Gabelli School of Business. Join us on Thursday, September 12th (5:00pm-7:00pm) for “Always Be Networking,” when we hear from: Following the two presentations by the professors, we’ll wrap up the…

    New York

  • Wealth Management: Elite Marketing to Elite Clients

    FCS Philadelphia returns to the Main Line and the offices of host sponsor Lincoln Financial for a breakfast event on Wealth Management. Join us on Wednesday, September 25, when we discuss “Elite Marketing to Elite Clients.” The event will begin with custom research on the unique needs of high net worth clients, presented by Meredith…

    Philadelphia

  • How Marketing Can Drive Strategic Planning

    This event is sold out. FCS Charlotte relaunches our southernmost chapter with its first in-person event since 2019. “How Marketing Can Drive Strategic Planning” will be the topic of a panel discussion to be held during a very special luncheon on Tuesday, August 27 at the Foundation for the Carolinas. Our panelists will include: The…

    Charlotte

  • The Art & Science of Marketing

    On Monday, August 19, the FCS will partner with Integreon to present a free virtual event on “The Art & Science of Marketing.” Featuring a panel discussion with marketing executives from leading financial brands, we will focus on how to keep your creative, sales and data teams working in harmony. We’ll explore questions like: Our…

    Virtual

  • Matthew Lieberman, CMO, US/Mexico, PwC

    (Screenshots from virtual event: Orlando Reece, Anthony DeMaio, Matt Lieberman) The FCS is excited to welcome Matthew Lieberman, Chief Marketing Officer, US/Mexico, of PwC, for his debut appearance on our virtual stage. Matthew will be the guest speaker for our July 15th episode of FCS MOVES. He’ll be interviewed by Anthony DeMaio, Senior Vice President,…

    Virtual

  • B2B Marketing Trends in Payments, Banking and Fintech

    The FCS is proud to partner with LinkedIn for another free virtual event that will deliver valuable marketing intelligence from new global research into B2B buying committees within the payments, banking, and fintech sectors. The report deep dives into buyer behaviors and the pivotal role of social media in their decision-making processes. Key findings and…

    Virtual

  • Mastering Career Advancement and Personal Brand Development

    This event is sold out. The FCS Mentoring Committee has partnered with the FCS Young Members Circle to create a unique “Cocktails with Content” event for professionals in our community under the age for 40, along with our Mentoring program’s current participants. On Monday, June 24th, we’ll be in-person at the offices of The Wall…

    New York

  • FCS YMC Summer Social 2024

    On Wednesday, June 12, the FCS Young Members Circle will host a “Summer Social” — a great opportunity for in-person networking and a wonderful way to engage with the FCS Community. All YMC members and our industry friends age 39 and under are invited to join us for a fun night of connecting and re-connecting…

    New York