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Breakfast

“Is Your Financial Brand Relatable?”

New York
26
Mar
08:00
am
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Event Summary:

The FCS is excited to partner with brand consultancy BrandCap to address the importance of Brand Relatabilty over a breakfast presentation and panel discussion.

BrandCap recently completed a study among 1,000 consumers, age 18-36, analyzing how well they connect to insurgent vs. incumbent financial services brands. Relatability correlates directly to consideration and trust, and BrandCap’s study reveals that the mindset of Millennials and Gen Z is at odds with traditional financial brands and their (perceived!) business models.

We’ll open this breakfast event with a presentation of the research findings by Ryan Arshad, U.S. Managing Director for BrandCap, followed by a panel of senior marketers moderated by BrandCap's U.S. Chairman David Martin.

Join us for a new conversation about brands, consumers and insights into how financial services brands can grow with highly coveted audiences.

Sponsors:

  • Exclusive Programming Partner:

    Brandcap

Featuring:

  • David MartinModerator

    U.S. Chairman

    BrandCap
  • Patricia Korth-McDonnellPanelist

    Chief Marketing Officer

    Better.com
  • Beth WoodPanelist

    VP, Chief Marketing Officer

    Guardian Life
  • Ryan ArshadPresenter

    Managing Director

    BrandCap
  • Dr. Jon RobertsPanelist

    President

    Dotdash Finance
  • Julia PawlingPanelist

    Manager, Global Brand Marketing

    AIG

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$60.00
Branded Table (10) Price:
$1,000.00
Non-Member Price:
$125.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Breakfast

"How Financial Marketers Get Content Right"

Philadelphia
02
Apr
08:00
am
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Event Summary:

The FCS makes a triumphant return to Philadelphia with a breakfast event on "Content Marketing," hosted by our sponsor, The Inquirer.

For the past few years, marketers have responded to the demand for Content Creation as a tool to increase engagement with their audiences. But ever since digital solutions opened the floodgates, consumers of content, both retail and institutional, have been drowning. How should marketers refine their output while still optimizing their tools and ensuring their message is getting seen, heard, understood and remembered?  How are marketers balancing social media content with content on their websites?  How are other channels being activated to deliver content-rich messaging?

Join us for an FCS Philly breakfast event featuring a panel discussion with senior marketers and comms professionals who will share how effectively managing their content strategy has impacted business results for their brand.

Additional panelists to be announced.

Sponsorships are available for this event.  Contact FCS CEO Kevin Windorf.

The breakfast will be held in Suite 300 at the Inquirer's offices at 801 Market Street.  Please enter the building off of 8th Street.

Sponsors:

  • Host Sponsor:

    The Inquirer

Featuring:

  • Ed NiniPanelist

    Head of Investment Marketing & Strategy

    OppenheimerFunds
  • Jackie MonturanoKeynote Speaker

    Director, Client Strategy

    The Inquirer Solutions Group
  • Erin ArvedlundModerator

    Business Reporter

    The Philadelphia Inquirer

Tickets:

Membership Price:
$65.00
Young Members Circle Price:
$50.00
Non-Member Price:
$85.00

This event has ended

The Inquirer, 801 Market Street, Philadelphia
Lunch

Niharika Shah, Prudential's Head of Brand Marketin...

New York
11
Apr
12:00
pm
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Event Summary:

FCS New York is proud to welcome Niharika Shah, Vice President, Head of Brand Marketing, Advertising and Global Insights, at Prudential Financial, as the guest speaker at our monthly CMO Luncheon series on Thursday, April 11.

A veteran presenter at FCS events, including FCS Race for Kids and the FCS Portfolio Awards, Niharika will return to our New York stage in a one-on-one conversation about Pru's latest strategies, the marketing landscape, and the ever-evolving role of financial marketers. She will be interviewed by Jack Otter, Editor-in-Chief of Dow Jones’ Wealth & Asset Management Group.

Sponsorships are available for this lunch; please contact FCS CEO Kevin Windorf.

Sponsors:

  • Presenting Sponsor:

    Twitter

Featuring:

  • Niharika ShahGuest speaker

    Head of Brand Mktg, Advertising & Global Insights

    Prudential Financial
  • Jack OtterInterviewer

    Editor-in-Chief

    Dow Jones’ Wealth & Asset Management Group

Tickets:

Membership Price:
$115.00
Young Members Circle Price:
$110.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$170.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Breakfast

"Activating Clients in the Digital World"

New York
30
Apr
08:00
am
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Event Summary:

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 new digital offerings, products and experiences.

Some of the points we'll explore include:

  • How financial institutions are framing the digital experience for their clients.
  • What critical relationships and collaborations must be forged internally for an organization to be successful.
  • Where disruption is occurring withing financial marketing.
  • The reevaluation of marketing practices and communication strategies to allow clients to voice their views anytime and anywhere.
  • Where investments are being made to improve the customer experience (e.g., content, data, technology, channels, connected journey, customer service).
  • What skills and capabilities are now needed for marketing leaders to succeed in the digital world.

Join us for a deep look into the multi-faceted changes that are helping financial institutions undergo digital transformation.

Sponsors:

  • Exclusive Programming Partner:

    EY

Featuring:

  • Amy SummyKeynote & Moderator

    Partner, Marketing Transformation Leader, Digital

    EY
  • Daniel AlloccaPanelist

    Head of Demand Generation & Marketing Analytics

    Nuveen
  • David WellsPanelist

    Chief Marketing & Communications Officer, IMD

    Goldman Sachs
  • Donald ChesnutPanelist

    Chief Experience Officer

    Mastercard

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$60.00
Branded Table (10) Price:
$1,000.00
Non-Member Price:
$125.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Breakfast

"The Evolving Role of Financial Advisors"

Boston
08
May
08:00
am
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Event Summary:

FCS Boston takes a look at "The Evolving Role of Financial Advisors" over breakfast, hosted by Citizens Bank Wealth Management.

With the emergence of AI-driven wealth solutions, financial advisors must increasingly demonstrate value to clients beyond asset allocation. Through deeper discovery, advisors can change the narrative around financial planning and help clients adopt a more holistic view of their financial lives that goes beyond milestone planning (e.g., having a child) and investments.

The event will open with a presentation by Citizens Bank Wealth Management of the findings from its recent financial planning study.  The topic will then be explored by a panel of advisors and asset managers.

Join us for a discussion about the changing landscape for financial advisors and the most pressing challenges they are facing today, and how marketing and PR teams can partner with advisors to drive client engagement and education.

Sponsors:

  • Host Sponsor:

    Citizens Bank Wealth Management

Featuring:

  • Francesca FedericoPanelist

    Principal and Co-Founder

    Twelve Points Wealth Management
  • Jason FridayKeynote Presenter

    Head of Wealth Management Planning

    Citizens Bank Wealth Management

Tickets:

Membership Price:
$50.00
Young Members Circle Price:
$40.00
Non-Member Price:
$75.00

This event has ended

Citizens Bank Banking & Wealth Center, 99 High St, Boston, MA 02129, USA
Award

25th Anniversary FCS Portfolio Awards Gala

New York
09
May
05:30
pm
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Event Summary:

SAVE THE DATE

The 25th Anniversary FCS Portfolio Awards Gala Dinner & After Party will be held at the recently renovated 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.

Tables, half-tables and tickets will go on sale once the finalists have been announced (by March 29).

For sponsorship opportunities, please contact FCS CEO Kevin Windorf.

TICKETS ON SALE WEEK OF MARCH 25.

Ziegfeld Ballroom, 141 West 54th Street, New York City
Breakfast

"ESG: Passing Fad or the Future of Investing?"

SAN FRANCISCO
14
May
08:00
am
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Event Summary:

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 $12 trillion of the roughly $46 trillion in assets under professional management in the United States. But is this “do well by doing good” investment mentality a passing fad, or does it represent a new normal? For this event, we will bring together a panel of experts to answer this question and address the implications it has for professionals in the financial communications industry.

Additional panelists to be announced.

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Mitre Media
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Scott WentworthModerator

    Founder & Head Writer

    Wentworth Financial Communications
  • Lily BowlesPanelist

    Impact Research & Portfolio Management

    Swell Investing

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
Breakfast

"Cashless Society & Financial Marketing"

SAN FRANCISCO
06
Jun
08:00
am
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Event Summary:

FCS San Francisco's 4th of 7 planned breakfasts in 2019 will address "Cashless Society & Financial Marketing."

Full details about the panel discussion and participants will be posted here in the near future.

Questions may be directed to FCS West President Pete Matthews, pmatthews@seekingalpha.com.

 

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco