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Lunch

Peter Eliopoulos, CMO, M&T Bank and Wilmington Tru...

New Yorkpast Event
2018
year
17
May
12:00
pm
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Event Summary:

The CMO luncheon series hosted by FCS New York continues with Peter Eliopoulos, Chief Marketing Officer for M&T Bank and Wilmington Trust.  Peter's presentation will focus on "One company. One culture. Two brands."

M&T Bank Corporation is a regional financial services company with more than $120 billion in assets. M&T Bank provides banking, insurance, investments, mortgage and commercial financial services through more than 775 branches, 1600 ATMs, and a variety of online and mobile services. Founded in 1856 in Buffalo, New York, M&T Bank is a community-focused bank that serves customers in New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, DC.

Wilmington Trust is a wholly owned subsidiary of M&T Bank Corporation, providing wealth advisory and investment management services to individuals, families, business owners, and corporations.

Peter and M&T Bank are finalists in this year's FCS Portfolio Awards in the Consumer Retail Television category.  Their trophies will be announced at the Gala on May 10, and a week later, Peter can talk about the marketing strategy behind their award-winning work!

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

 

Become a sponsor

Sponsors:

  • Raffle Sponsor:

    Realtor.com

Featuring:

  • Peter J. EliopoulosGuest speaker

    CMO, Director of Office of Customer Advocate

    M&T Bank and Wilmington Trust

Tickets:

Membership Price:
$110.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$160.00

This event has ended

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

SOLD OUT: 24th Annual FCS Portfolio Awards Gala

New Yorkpast Event
2018
year
10
May
05:30
pm
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Event Summary:

THIS EVENT IS SOLD OUT.

The 24th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the recently renovated Ziegfeld Ballroom in New York City.  Our legendary event meets a famed landmark.

To learn more about the Awards and the Gala, please visit our dedicated Portfolio Awards page.

FINALISTS should contact FCS CEO Kevin Windorf to reserve tables.  Individual tickets should be purchased on this page.

Please consider being a Sponsor of the Gala.  Download the sponsor package information.

Become a sponsor

Sponsors:

  • Judging Breakfast Sponsor:

    The New York Times
  • Cocktail Reception Sponsor:

    Investor's Business Daily

Tickets:

Membership Price:
$525.00
Young Members Circle Price:
$500.00
Branded Table (10) Price:
$11,250.00
Non-Member Price:
$600.00

This event has ended

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

CMO Spotlight: Brighthouse Financial's Matthew Qua...

Chicagopast Event
2018
year
01
May
11:30
am
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Event Summary:

FCS Chicago welcomes Brighthouse Financial's CMO Matthew Quale as our spotlight guest speaker at our luncheon on May 1.  Matt will discuss the marketing strategy behind the launch of Brighthouse as it spun out of MetLife last year.

Prior to the spin-off of Brighthouse, a Fortune 300 financial services company, Matt was head of U.S. Retail Marketing for MetLife, where he had established a new marketing group from scratch.  His team supported annuity, life insurance and disability products, as well as marketing initiatives for MetLife’s Premier Client Group customers.

Matt is a dynamic leader who has transformed multiple organizations, created high performing teams, and delivered profitable revenues. As a strategy consultant, Matt excels at identifying sales and marketing opportunities that lead to high growth businesses and incremental revenues.

Matt’s very successful career has included senior management positions at leading companies including American Express, where he helped to grow their merchant services division and drive online transaction volume. At McKinsey & Company, Matt helped various clients from sectors including consumer packaged goods, retail, food manufacturing, and food services, meet their marketing goals. Matt also worked at ConAgra Foods, Coca-Cola, and General Mills, where he helped lead the marketing for iconic brands including Cheerios, Kix, and Chef Boyardee.

We are delighted to welcome Matt to the FCS Chicago stage; last year he addressed FCS audiences in New York and his hometown of Charlotte.

Sponsorships are available for this event (and for the remainder of 2018 calendar of FCS Chicago events).

Become a sponsor

Sponsors:

  • FCS Chicago Gold Sponsor:

    Dow Jones
  • FCS Chicago Gold Sponsor:

    Investor's Business Daily
  • FCS Chicago Gold Sponsor:

    Seeking Alpha
  • Partner Sponsor:

    McGuffin Creative Group Inc.
  • Partner Sponsor:

    U.S. News & World Report

Featuring:

  • Matthew QualeGuest speaker

    Chief Marketing Officer

    Brighthouse Financial

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$70.00
Branded Table (10) Price:
$800.00
Non-Member Price:
$90.00

This event has ended

Union League Club, 65 West Jackson Boulevard, Chicago
Breakfast

"Marketing Financial Services to Women"

Milwaukeepast Event
2018
year
23
Apr
08:30
am
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Event Summary:

The FCS is expanding to Milwaukee with our inaugural event set for April 23.  We're staging a breakfast on "Marketing Financial Services to Women" – one of the most popular topics we've covered in New York and Chicago, and will cover in Charlotte in June.

Our Milwaukee panel of experts will lead the conversation around this timely topic, with a particular focus on advertising  to the female demographic – a challenge that transcends audience segmentation and consumer psychographics.

The goal of this event is to drill down into the underserved financial needs of women.  Our panelists will discuss what every brand, agency and publisher need to know when targeting the female consumer, saver and investor.

Our program will open with a sharing of highlights from Kantar’s recent research on "Winning over Women in the Financial Services Industry."

Join us for this exciting event as we delve into the world of women and investing... women and banking... women and consumer politics.

Custom sponsorships are available for this evnet; contact FCS Chicago President Rachel O'Block.

Featuring:

  • Jennifer BurnsPanelist

    Director, Marketing Strategy and Communications

    Discover Financial Services
  • Amanda SuchardaPanelist

    Senior Marketing Specialist, AVP

    Baird
  • Allison EngelPanelist

    Director, Women’s Market Strategy

    Northwestern Mutual
  • Holly McCallModerator

    Executive Media Professional

    -

Tickets:

Membership Price:
$10.00
Young Members Circle Price:
$5.00
Non-Member Price:
$20.00

This event has ended

Northwestern Mutual, 720 E Wisconsin Ave, Milwaukee
Lunch

“Performance, Trust & Best Interests: Marketing to...

New Yorkpast Event
2018
year
19
Apr
12:00
pm
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Event Summary:

FCS New York will stage a panel discussion at our April luncheon focused on Marketing to Financial Advisors.  The event's program will open with a presentation by FUSE Research Network.

Two years ago, FCS Boston addressed this topic, with FUSE Research again leading the charge.  The result was a compelling and memorable conversation about the challenges faced by the advisor community and the challenges faced by the asset management firms who cater to them.

With all the turbulence in the markets and the advisor marketplace over the past two years, we expect our New York event to further the discussion with new insights and strategies.

Join us as our panel delves into the experience and expertise it takes today to galvanize relationships with these all important intermediaries to the world of personal and institutional wealth.

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

Become a sponsor

Sponsors:

  • Presenting Sponsor:

    ON24

Featuring:

  • Dipti KachruPanelist

    CMO, Wealth Management and Affluent Segment

    JPMorgan Chase
  • Christine DehilPanelist

    Senior Vice President, Head of Americas Marketing

    AB
  • Jessica FernandezPanelist

    SVP, Head of Integrated Marketing

    OppenheimerFunds
  • Cindy ZarkerKeynote Speaker

    Director of Relationship Development

    FUSE Research Network
  • Chelsea EmeryModerator

    Editor in Chief

    Financial Planning

Tickets:

Membership Price:
$135.00
Young Members Circle Price:
$125.00
Branded Table (10) Price:
$1,750.00
Non-Member Price:
$185.00

This event has ended

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

SOLD OUT: "Personalization & Customer Experience i...

New Yorkpast Event
2018
year
17
Apr
06:00
pm
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Event Summary:

THIS EVENT IS SOLD OUT.

CME Group will host the first "Cocktails with Content" of 2018 for FCS New York on March 22nd at their Financial District offices, located in Battery Park City with extraordinary views.

The panel discussion will focus on the evolution of financial marketing -- everything that is being revolutionized by technology.  We'll cover Personalization and Customer-Centricity in the age of Content Marketing, account-based marketing (ABM) and the limitless impact of the Digital Experience.

Sponsors:

  • Exclusive Programming Partner:

    CME Group
  • Partner Sponsor:

    SmartBrief

Featuring:

  • Kevin ComerGuest speaker

    Executive Director and Global Head of Marketing

    CME Group
  • Marisa KopecGuest Speaker

    VP, Innovation and Product Management

    SiriusDecisions
  • Rebecca SlegersGuest speaker

    Premium Product Launch Marketing

    American Express
  • Michael BlumbergGuest speaker

    Digital and Customer Analytics

    Prudential
  • Alexander NgoGuest speaker

    Global Head of Digital Marketing

    BNY Mellon Investment Services

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$50.00
Non-Member Price:
$90.00

This event has ended

CME Group, 300 Vesey Street, New York City
Breakfast

"The Future of Finance"

SAN FRANCISCOpast Event
2018
year
17
Apr
08:00
am
View More Close

Event Summary:

FCS SF will stage a breakfast panel discussion on crypto-currencies and other emerging trends in finance, primarily driven by technology.

We'll look at how traditional financial institutions are adapting to these trends -- or whether they're ignoring them.  We'll gauge the impact of these business strategies on the supporting marketing strategies.  Our panel of experts will explain what it means for consumers and companies to begin using currencies like Zcash and Bitcoin, and what processes and behaviors will be affected.

Become a sponsor

Sponsors:

  • FCS West Diamond Sponsor:

    Oath
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • FCS West Gold 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
  • Raffle Sponsor:

    Realtor.com

Featuring:

  • Monica LongPanelist

    Vice President of Marketing

    Ripple
  • Matt QuinnModerator

    Technology Editor

    Quartz
  • Ben MorrisPanelist

    Investor and Financial Engineer

    -
  • Josh SteinPanelist

    President & General Counsel

    Harbor, Inc.

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$90.00

This event has ended

Omni San Francisco Hotel, 500 California Street, San Francisco
Social

FCS Denver Networking Night

Denverpast Event
2018
year
12
Apr
06:00
pm
View More Close

Event Summary:

FCS Denver will host a networking night at Blue Moon Brewing Company to help introduce the financial marketing community to our organization.

Join the Financial Communications Society for an evening of sharing ideas and networking at a lively happy hour the evening of April 12th. This event will provide you the unique opportunity to meet the key players in the Denver financial marketing industry beyond their social media profiles. Attendees will be representing all disciplines of financial marketing communications - from branding and advertising to media and public relations; from corporate and client communications to digital and social strategy; and from public affairs to policy making. Don't miss this exclusive opportunity to socialize with your local marketing influencers, while enjoying complimentary beer and appetizers. Net proceeds from this and other FCS West events help fund our chapter's philanthropic mission of supporting children's charities, including Big Brothers Big Sisters.

Become a sponsor

Sponsors:

  • FCS West Diamond Sponsor:

    Oath, a Verizon company
  • FCS West Platinum Sponsor:

    Investing Media Solutions
  • FCS West Platinum Sponsor:

    Insider Inc.
  • FCS West Platinum Sponsor:

    Seeking Alpha
  • Event Sponsor:

    Clearstream
  • Event Sponsor:

    IHS Markit

Tickets:

Membership Price:
$10.00
Young Members Circle Price:
$5.00
Non-Member Price:
$15.00

This event has ended

Blue Moon Brewing Company, 3750 Chestnut Place, Denver