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Patrick McLean, EVP, Chief Marketing Officer, TD B...New Yorkpast Event
FCS New York is proud to welcome Patrick McLean, EVP, Chief Marketing Officer for TD Bank, back to the New York Yacht Club as the guest speaker at our monthly CMO Luncheon series on Wednesday, May 22. Since his last appearance in New York, Pat also served on a CMO panel for an FCS Philadelphia event.
TD Bank, America's Most Convenient Bank is one of the 10 largest banks in the U.S., with over 27,000 employees and deep roots in the community dating back more than 150 years. The Bank offers a broad array of retail, small business and commercial banking products and services to more than 9 million customers through its extensive network of approximately 1,250 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida.
Join us in welcoming Patrick McLean who will talk about TD Bank being "Unexpectedly Human."
Sponsorships are available for this lunch; please contact FCS CEO Kevin Windorf.
- Patrick McLeanGuest speaker
EVP, Chief Marketing OfficerTD Bank
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SOLD OUT "Financial Services Ad Agency Round-Up"Chicagopast Event
THIS EVENT IS SOLD OUT. FCS Central springs into its 2019 season with a highly anticipated “Financial Services Ad Agency Round Up” luncheon on Wednesday, May 15. The event brings together senior executives from media agencies who represent and specialize in financial services. The peer-to-peer roundtable discussion will feature compelling case studies and success stories, as the agency execs divulge how they look to balance just the right amount of "cutting edge" creative and strategy with the ever-present need to be compliant in our heavily regulated industry. Our speakers will share their insights on navigating the cluttered and ever-evolving landscape of marketing and communications.
Topics will include:
- Emerging Trends
- Data & Analytics
- Customization & Personalization
Sponsorships are available for this event, and for the full-year slate of FCS Central events in Chicago and Milwaukee. Please contact FCS Central President Rachel O'Block.
FCS Central Gold Sponsor:Investor's Business Daily
FCS Central Gold Sponsor:Wall Street Journal/Barron's Group
Event Sponsor:Investing Media Solutions
- Kimberly BoonePanelist
Group DirectorPtarmigan Media
- Ryan StoerPanelist
VP, Associate Media DirectorCramer-Krasselt
- Ryanne BianchiniPanelist
VP / Account Director, MediaGroupeConnect
- Chris ScullesModerator
Partner, President, CCOMcGuffin
- Sana AhmedPanelist
Go to Market LeadAccenture Interactive
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"ESG: Passing Fad or the Future of Investing?"SAN FRANCISCOpast Event
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.
Please also join us for a special presentation of our annual donation to SEO Scholars, the charity supported by FCS West. We’ll also hear from them about their work transforming public high school students into confident college graduates.
Additional panelists to be announced.
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
- Scott WentworthModerator
Founder, CEO, and Head Financial WriterWentworth Financial Communications
- Lily BowlesPanelist
Impact Research & Portfolio ManagementSwell Investing
- Erin SaadePanelist
Director, Global iShares Product MarketingBlackRock
- Francisco MartinezPanelist
Director, Impact SolutionsBank of the West
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SOLD OUT 25th Anniversary FCS Portfolio Awards Gal...New Yorkpast Event
THIS EVENT IS SOLD OUT! The 25th Anniversary FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing 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.
Branded tables ($11,500), half-tables ($6,000) and individual tickets are now on sale.
To reserve a half table, please contact FCS CEO Kevin Windorf.
ATTENTION FINALISTS: You are entitled to a 20+% discount on your table/half-table. Please contact FCS CEO Kevin Windorf to make your reservations.
Many exclusive Sponsorship opportunities are availble. Packages range from $1,625 for two tickets to $26,500 for Gold sponsorship with 2 tables. Onstage opportunities are also available, please contact FCS CEO Kevin Windorf for details.
5:30pm Cocktail Reception, sponsored by Investor's Business Daily
7:00pm Plated Gourmet Dinner, sponsored by Investopedia
7:30pm Live performance by FCS rock band Hot Sugar, sponsored by SmartBrief
7:45pm Welcome, Race for Kids Donation
FCS Portfolio Awards Hall of Fame Induction
Presentation of 25th Anniversary FCS Portfolio Awards
9:00pm After Party, sponsored by Investing Media Solutions with Hot Sugar, DJ William.Grand, dancing until 11:00pm
Judges' Choice Award:The New York Times
Cocktail Reception & Guest Book:Investor's Business Daily
DJ / After Party:Investing Media Solutions
- Andrea BrimmerAwards Presenter
Chief Marketing and PR OfficerAlly Financial
- Dipti KachruAwards Presenter
Chief Marketing Officer, Chase Wealth ManagementChase
- Brenda TsaiAwards Presenter
Chief Marketing OfficerBNY Mellon
- Lauren BoymanAwards Presenter
Chief Marketing Officer, Wealth ManagementMorgan Stanley
- Alison LazzaroAwards Presenter
Head of Brand Development & Engagement, IndividualPrudential Financial
- Damon WebberAwards Presenter
Senior Vice President – Global Markets MarketingBank of America Merrill Lynch
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SOLD OUT: FCS Education Summit "Creative Excellenc...New Yorkpast Event
THIS EVENT IS SOLD OUT. Our Spring Education Summit will be dedicated to showcasing select winners from this year's FCS Portfolio Awards. SEE REVISED AGENDA BELOW.
This first-ever event was created in response to our membership's keen interest in learning more about the award-winning work that will be honored at the 25th Anniversary FCS Portfolio Awards Gala, on the evening of May 9.
So that very morning, we welcome to center stage a dozen senior marketers to discuss and present their creative work in a series of panel discussions and presentations.
Whether or not you're attending the Gala that night, you'll want to attend the Summit to get the behind-the-scenes insights into the amazing work that stood out in 2018.
AGENDA (REVISED 05/06/19; FINAL)
“Creative Excellence Takes Center Stage”
8:00am Registration / Networking
8:40am “Brand Intelligence in Financial” - Duncan Shaw, Living Group
9:00am “Digital Creative: Audio & Video” with Katy Brady, Invesco; Jessica Cavalero, Prudential; Miriam Wolf, J.P. Morgan Asset & Wealth Management; moderated by Vivienne Hsu, Cognito
9:50am “Print is Alive & Creative” with Wylie Kain, OppenheimerFunds; Kara Schemmel, Bank of America; Suzanne Smith, Hiscox; moderated by Paul Leibowitz, Leibowitz Branding & Design
10:25am “Spotlight on Integrated Marketing" with John Brockelman, State Street Global Advisors
11:00am “TV is Creative for the Masses” with Jennifer Halloran, MassMutual; Joanna McCormick, Ameriprise Financial Services; Matt Johnson, CommunityAmerica Credit Union; moderated by Philip Byrne, Soubriet Byrne Associates and DNA Creative
11:35am “Spotlight on Branded Content” - Tad Ehrbar & Jenn Eldin, Citi
11:55am Closing Remarks
12:00pm Event ends
Sponsorships of the Education Summit are available, please contact FCS CEO Kevin Windorf.
- Duncan ShawOpening Keynote
Executive Creative Director, Co-FounderLiving Group
- Wylie KainPanelist (Print panel)
Vice President, Brand Strategy and AdvertisingOppenheimerFunds
- Jennifer HalloranPanelist (TV panel)
Head of Brand and AdvertisingMassMutual
- John BrockelmanFeatured presenter (Integrated Marketing)
Global Head of Brand Marketing & CommunicationsState Street Global Advisors
- Vivienne HsuModerator (Digital Creative panel)
International Managing DirectorCognito
- Philip ByrneModerator (TV panel)
President/Creative DirectorSoubriet Byrne Associates, Inc. and DNA Creative
- Paul LeibowitzModerator (Print panel)
President and Chief Creative OfficerLeibowitz Branding & Design
- Joanna McCormickPanelist (TV panel)
VP, Brand Planning, Advertising & MediaAmeriprise Financial Services
- Suzie SmithPanelist (Print panel)
Content Marketing ManagerHiscox USA
- Jessica CavaleroPanelist (Digital panel)
Senior Account ExecutivePrudential Financial
- Miriam WolfPanelist (Digital panel)
Digital Experience ManagerJ.P. Morgan Asset & Wealth Management
- Kara SchemmelPanelist (Print panel)
SVP, Group Creative DirectorBank of America
- Matt JohnsonPanelist (TV panel)
Vice President MarketingCommunityAmerica Credit Union
- Tad EhrbarFeatured presenter (Branded Content)
Head, Consumer Media, Social, Content, Sports MktgCiti
- Jenn EldinFeatured presenter (Branded Content)
SVP, Head of Global Content & Social MediaCiti
- Katy BradyPanelist (Digital panel)
Director, Brand Activation and ExperiencesInvesco US
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"The Evolving Role of Financial Advisors"Bostonpast Event
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.
Host Sponsor:Citizens Bank Wealth Management
Event Partner Sponsor:Investopedia
- Francesca FedericoPanelist
Principal and Co-FounderTwelve Points Wealth Management
- Jason FridayKeynote Presenter
Head of Wealth Management PlanningCitizens Bank Wealth Management
- Mansfield HolmesModerator
Visiting ProfessorSuffolk University
- Jeffrey SwettPanelist
Managing Director of Wealth ManagementThe Swett Group of UBS
- Paul LamPanelist
Principal, Regional Leader & Financial AdvisorEdward Jones
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SOLD OUT "Activating Clients in the Digital World"New Yorkpast Event
THIS EVENT IS SOLD OUT.
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.
Exclusive Programming Partner:EY
- Amy SummyKeynote & Moderator
Partner, Marketing Transformation Leader, DigitalEY
- Daniel AlloccaPanelist
Head of Brand and Demand GenerationNuveen
- David WellsPanelist
Chief Marketing & Communications Officer, IMDGoldman Sachs
- Donald ChesnutPanelist
Chief Experience OfficerMastercard
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"Scaling Editorial Content Solutions"New Yorkpast Event
FCS New York is delighted to partner with Reuters to stage a unique breakfast presentation about a unique financial marketing case study: Bank of America's successful content campaign from the World Economic Forum 2019.
When you're a global player and the stage is Davos, Switzerland, where the world's leaders in government, industry and culture gather for a pre-eminent meeting of the minds, you have to have a game plan to seize this branding opportunity.
On April 24th, at Reuters' New York headquarters, we'll hear from John von Brachel, SVP, Content Marketing Executive, Bank of America, about their campaign to engage their audiences through a dynamic and highly effective content program -- on an enormous, global platform -- driven by key partnerships with leaders in Journalism and Social Media.
Joining John on stage will be executives from those two partners: Jessica April of Reuters and Christine Smith of Twitter.
We invite you to come learn how to scale editorial content through social media solutions to connect with your clients, build your brand, and make a statement about your place in the world.
- John von BrachelGuest speaker
SVP, Content Marketing ExecutiveBank of America
- Jessica AprilGuest speaker
VP, Strategic Partnerships and Sales StrategyReuters
- Christine SmithGuest speaker
Partner Manager, Global Content Partnerships
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