Human-Centric and Purpose-Driven Marketing

FCS West makes a triumphant return with our first in-person event in San Francisco since February 2020. Join us on Tuesday, November 28th, when our programming partner, UM, hosts us for a panel discussion on “Human-Centric and Purpose-Driven Marketing.”

Moderated by Chris Portella, EVP, Global Managing Partner, UM San Francisco, our panel will feature:

  • Rob Chen, Managing Director, Charles Schwab
  • Thierry Cornet, VP, Integrated Marketing- Media & Paid Social SME, Wells Fargo
  • Jessica Ulin, Senior Director, Visa

In an era of turbulence and transformation, where the financial services industry is constantly evolving, finding ways to resonate and build trust with customers is crucial. Amidst the daily encroachment of AI and other marketing technologies, there are timeless pillars that remain unwavering: the power of purpose and the significance of genuine human connections.

Join us for an extraordinary conversation as we bring together marketing visionaries from Charles Schwab, Visa, and Wells Fargo. These marketing leaders will unveil their triumphs, strategies, and campaigns that have forged powerful connections and driven remarkable results.

Discover how these marketing experts have successfully cultivated profound connections with their customers, transcending mere purposefulness to embrace the essence of humanity.

Get ready to be inspired!

The FCS is especially grateful to Chris Portella and UM for their support as we strive to rebuild and invest in the financial marketing, communications and media community on the West Coast.

To show our appreciation, the FCS will donate $1,000 donation to a children’s charity selected by Chris: Pencils For Kids, Inc., a non-profit organization dedicated to helping children in need in developing countries to attend school and, in doing so, build the foundation for a better future.

Our thanks to Alicia Gamble and Julie Chisar of our San Francisco steering committee for their leadership in organizing this event. Plans are underway for FCS West to host as many as five content-driven events in the Bay Area in 2024. We encourage you to contact Alicia and Julie to get involved with next year’s events.

For more information about the FCS, please contact FCS West President Abiy Bekele of SmartBrief or FCS CEO Kevin Windorf.

  • Start November 28, 2023 04:30 PM PST
  • End November 28, 2023 06:30 PM PST
  • Location UM 45 Fremont Street 10th Floor San Francisco


Moderator Chris Portella

EVP, Global Managing Partner

Chris Portella is EVP, Global Managing Partner, UM, which he joined in 2009; he now leads the agency’s San Francisco office.

Panelist Rob Chen

Managing Director

Rob Chen is a Managing Director at Charles Schwab, which he joined in 2019.

Panelist Thierry Cornet

VP, Integrated Marketing- Media & Paid Social SME

With a distinguished 20-year career spanning various industries, including finance, gaming & entertainment, B2B and B2C tech, retail, and automotive, Cornet has amassed a profound understanding of the media and marketing landscape. In his current capacity as the Paid Media Community of Practice Lead at Wells Fargo, he leverages this wealth of experience. Prior to […]

Panelist Jessica Ulin

Senior Director

Jessica Ulin is the Senior Director of Marketing at Visa Inc and is responsible for overseeing the US Media and Social practice. She primarily focuses on driving Visa’s brand relevance through digital/social media, organic social storytelling, and Visa’s tentpole sponsorships with the NFL and Olympics. Prior to joining Visa five years ago, Jess spent 15 […]