Events

The FCS is proud to partner with The New York Times to stage an exciting conversation on "Marketing Transformative Fintech." This is our first virtual event to explore how new financial brands are disrupting financial services and how traditional leaders are rapidly evolving in response and with their own proactive strategies.

Technology has long been the disruptive, transformative key to progress in our industry. But now, with the power to invest, bank, borrow and pay our friends all in the palm of our hand, how must financial marketing evolve? How do marketers rise to the challenge of greater consumer engagement while still navigating the traditional risks of the products and services our companies offer?

This event will cover the meteoric rise of digital technology in financial services and how new apps and services are impacting consumers and businesses now. Speakers will help lead a lively conversation on the following topics:

• How the increased use of mobile payments apps, digital banking, tap and pay cards, online trading apps and more, are affecting consumers' financial behavior. 

• How the increase in mobile currency use is fueling a seismic demographic and cultural shift for a much younger generation. 

• Explore the growing consumer expectation for financial firms to bring innovations to market that put customers first - to be seen as unique customers with unique needs.

• Consumer preference for companies that have strong brand values and purpose (social consciousness and sustainability, corporate responsibility and accountability)

• Increased importance of technology while balancing trust and security and maintaining a connection on a very human level

Our panel of marketing executives from today's most engaged fintech brands will discuss these questions and more, as they reveal how their marketing plans for 2021 and beyond look for more success in converting digital experiences into lasting customer relationships.

New York Times reporter Nathaniel Popper, who covers finance and technology out of San Francisco, will moderate our panel, which will include:

• Christina Smedley, Chief Marketing and Communications Officer, Robinhood
• Melissa Alvarado, Chief Marketing Officer, Chime
• Jarad Fisher, Chief Commercial Officer, Dave
• Jeanette Volpi, SVP, Head of Global Corporate and North America Communications, Visa

How will the new age of digital finance influence marketing activities and communication strategies? How should this impact messaging and advertising? Join us as our panel of experts answer these questions and the implications they have for financial marketing.

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VIDEO REPLAY

The FCS is proud to again partner with Edelman to bring our members and broader community a dynamic virtual event to explore the latest research from the 2021 Edelman Trust Barometer. Join us on April 15, when Deidre Campbell, Edelman's Chair, Financial Services Sector, will present key findings specific to our industry. She will then moderate a panel discussion with:

• Jennifer Mathissen, Chief Marketing Officer, Santander U.S.
• Emily Pachuta, Chief Marketing & Analytics Officer - Americas, Invesco
• Beth Wood, SVP, Chief Marketing Officer, Principal Financial Group

The 2021 annual Edelman Trust Barometer is the world’s most robust exploration of trust, surveying 33,000 respondents in 28 markets. The report examines today’s re-balancing of power, assessing which institutions are gaining and losing trust and providing insights to help executives chart a path forward. 

Below are some of the themes we expect our panel to discuss: 

• Has business delivered on its multi-stakeholder promise in the context of pandemic-related disruptions, job losses and addressing issues of racial justice?   
• How well are we responding to not only the pandemic, but also the infodemic — the ongoing battle for truth amid skepticism of science-based solutions to our challenges? 
• How are businesses and the financial services industry performing against multi-stakeholder expectations? 
• What is the role of businesses and especially marketers in this new environment? What steps are they taking and what steps should they take to meet stakeholder needs?

This is a free event, but advanced registration is required.

CLICK HERE FOR FREE REGISTRATION

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Jenna Lebel, Chief Marketing Officer, for Liberty Mutual Insurance.

Jenna will be interviewed by Jackie DeAngelis, financial correspondent for the Fox Business Network. Our exclusive virtual event will begin at 12 noon ET.

In gratitude to Jenna, the FCS will make a $1,000 donation to her charity of choice: The Jimmy Fund, which solely and directly benefits Dana-Farber Cancer Institute's lifesaving mission to provide compassionate patient care and groundbreaking cancer research for children and adults.

You’re welcome to submit questions to Jenna ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Jenna.

You must have a new or renewed membership confirmed on or since September 1, 2020 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Tyrrell Schmidt, U.S. Chief Marketing Officer and Head of Global Brand, TD Bank.

Our exclusive online conversation will begin at 12 noon ET.

You’re welcome to submit questions to Tyrrell ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Tyrrell.

In gratitude to Tyrrell, the FCS will make a $1,000 donation to Achilles Kids as chosen by Tyrrell herself.

You must have a new or renewed membership confirmed on or since September 1, 2020 to access this live event, or access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

This event is sponsorable. Please contact FCS CEO Kevin Windorf.

VIDEO REPLAY

The FCS is proud to partner with The Wall Street Journal | Barron's Group to launch a new three-part virtual event series called "The News You Need." Our panel discussions with senior marketing executives from leading financial brands will focus on important issues for our community: women & wealth, data analytics, and marketing of ESG investing.

The first event in the series, "The New Face of Wealth: Women," is timed for the middle of Women's History Month with a clear eye towards the future and the role women will play in controlling their own financial destination. Over the next 10 years, roughly $11 trillion in assets are likely to be put into play as two-thirds of baby-boomer assets currently held by joint households will be transferred to female spouses. The Covid-19 crisis is only accelerating the amount of ‘money in motion.’ [See: McKinsey: Women as the next wave of growth in US wealth management.]

In our discussion, we’ll explore how these changes represent an important inflection point for the financial services industry and learn what brands and marketers are doing to prepare.

April Ferrell, Global Managing Director, Wealth & Asset Management at Barron's Group, will moderate our panel, which will include:

• Cathy Stahl, Global Head of Marketing, PIMCO
• Lorna Kapusta, Head of Women Investors, Fidelity Investments
• Tim Rea, Principal and Chief Marketing Officer, Edward Jones

Join us for for this insightful conversation and mark your calendar for the next two events in the series:

• Tuesday, April 13, 1:00pm ET, "The New Normal: Data Mining to Drive Value"
• Tuesday, May 11, 1:00pm ET, "The New Standard: ESG Investing"

Katie Weber, SVP, Financial Services at the Wall Street Journal | Barron's Group, will kick-off each event in the series with opening remarks.

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As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome MIchael Lacorazza, EVP, Chief Marketing Officer of Wells Fargo, on Thursday, March 11.

Our exclusive online conversation will begin at 12 noon ET / 9:00am PT.  Michael will be interviewed by Rachel Tuffney, EVP, Dianomi USA, our exclusive programming partner.

You’re welcome to submit questions to Michael ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Michael.

In gratitude to Michael, the FCS will make a $1,000 donation to BizWorld.org as chosen by Michael himself.

You must have a new or renewed membership confirmed on or after September 1, 2020 to access this live event, or to access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.

VIDEO REPLAY

The FCS Diversity & Inclusion Steering Committee (DISC) is proud to launch our new FCS Diversity & Inclusion Forum speaker series. With the goal of 'Making A Difference,' FCS DIF events will feature exclusive conversations with industry leaders one-on-one or in panel discussions.

Our quarterly series begins on March 9th when Renée Baker, Head of PCG Advisor Inclusion Networks at Raymond James, joins Kirti Naik, Head of Marketing & Communications at BNY Mellon Wealth Management, for a half-hour interview.

Renée, a former FCS Board Director who launched our FCS Philadephia chapter, was the 2020 recipient of the FCS Jamie E. DePeau Leadership Award. Kirti serves on the FCS Executive Committee and is co-chair of FCS DISC.

Renée will talk about her journey working to drive D&I initiatives within the advisory world. As March is International Women’s Month, the conversation will also address the strides being made to crack the glass ceiling in financial services.

You're welcome to submit questions ahead of the event by email to [email protected]

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As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Meredith Verdone, Chief Marketing Officer, Bank of America, on Thursday, March 4.

Our exclusive online conversation will begin at 12 noon ET. Meredith will be interviewed by Caleb Silver, Editor-in-Chief, Investopedia.

You’re welcome to submit questions to Meredith ahead of this event by emailing us at [email protected]. Your question may be selected to be answered live during the event with attribution. In either case, your email will be provided to Meredith.

In gratitude to Meredith, the FCS will make a $1,000 donation to Cradles to Crayons as chosen by Meredith herself.

You must have a new or renewed membership confirmed on or after September 1, 2020 to access this live event, or to access the replay recording.

The registration link is visible to members only.

For information on Membership, please read our News article.