Events

On May 25, FCS MOVES will feature a live conversation with Heather Randolph Carter, EVP, Chief Marketing & Communication Officer for LPL Financial. Heather will be interviewed by FCS Programming Chair John McCormick of AdNode.

LPL (Nasdaq: LPLA) supports more than 18,000 financial professionals, 800 institution-based investment programs and 450 independent RIA firms nationwide with a wide range of services, support, and resources, incuding brokerage and advisory services, as well as access to a broad range of investment solutions.

In gratitude to Heather, the FCS will make a $1,000 donation to the children's charity of his choice: UNICEF.

You must have a current active membership to access this live event or the video replay (which will be available on this page after 3pm ET on May 25).

You're welcome to submit a question to Heather ahead of time by emailing it to [email protected].

The VIDEO REPLAY is visible to members only.

For information on individual and corporate membership, please contact FCS Admin Coordinator Marisa Jago.

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

FCS New York welcomes Marie O'Neill, Senior Vice President, Marketing, Ameriprise Financial as the guest speaker at our next in-person luncheon on Thursday, May 19 at the New York Yacht Club.

The topic of Marie's presentation is "Evolving a Brand During Uncertainty."

In gratitude to Marie, the FCS will make a $1,000 donation to the children's charity of her choice: UNICEF.

Join us at noon for networking, followed by a plated luncheon, our program and Q&A.

Our sponsor Packed with Purpose will hold a free raffle of a gift basket for all attendees.

Sponsorships available. Contact FCS CEO Kevin Windorf.

VIDEO REPLAY

The FCS Young Members Circle (YMC) continues its free virtual event series with a panel discussion on Robos and Humans – Destined Together or Foes Forever? on Tuesday, May 17, beginning at 12:00pm ET.

We're delighted to announce that our confirmed panelists include:

• Kim Rosenblum, Chief Marketing Officer, Betterment
• Lindsey Bell, Chief Markets & Money Strategist, Ally

Our moderator will be Jackie DeAngelis, Financial Correspondent, FOX Business.

Since their emergence in 2008, robo-advisors have made a name for themselves within the financial services industry. With rapid digitalization in financial services continuing to unfold, and wealth continuing to transfer into the hands of younger and younger investors, there’s no doubt that the robo-revolution will continue to make headlines in the years ahead. But the doom and gloom that was once predicted for more traditional financial services has yet to transpire. Over the most recent years, acquisitions, new entrants and the global pandemic have created a frenzy of competition – as well as a question – can robo-advisors really replace the human-to-human connection, or do robos need to integrate a human touch to survive?

Join our virtual event to hear our panel of experts discuss:

• The future of the investment management landscape
• The rise of the hybrid robo model and its impact on the industry
• How leading industry marketers are positioning their products to win in a crowded and rapidly evolving environment

This free event is open to all FCS and YMC members as well as our industry colleagues. VIDEO REPLAY

Special thanks to FOX Business for their support as the exclusive programming partner for this event.

VIDEO REPLAY

FCS Charlotte will stage its first virtual event on Wednesday, May 11, beginning at 12 noon ET, when we present Personalization with the Right View of Your Customers.

Our panel discussion will feature:

• David Hixon, Executive Director, CRM & Marketing Analytics, Ally
• Scott Brannan, Senior Vice President, Digital Marketing, Bank of America
• Janelle Straitiff, Director, Compliance, Brighthouse Financial

Our moderator will be Jay Calavas, Chief Innovation Officer, Tealium.

A true single view is basically impossible and can lead organizations down a challenging path....best to work on having the right view for various use cases, which means flexibility is key. Bringing this effort together requires input from many teams - marketers focusing on customer acquisition, loyalty, and retention, the analytics team expert at extracting insights from data, and governance teams ensuring customer privacy, consent, and industry regulations are adhered to. In this event, we will discuss best practices of Personalization – the skills you need, the lessons learned, the impact of getting it right.

Join our virtual event to hear our panel of experts discuss:

• The Value of Personalization
• The Personalization/Privacy Paradox
• 'The Cookie-less Future'

This free event is open to all FCS and YMC members as well as our industry colleagues. VIDEO REPLAY.

Special thanks to Tealium and Invoca for their support as the presenting sponsors for this event.

WE ARE SOLD OUT.

THANK YOU FOR YOUR CONTINUED SUPPORT OF THE FCS AND OUR ANNUAL PORTFOLIO GALA.

The 28th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City.  Our legendary black tie event returns to a famed landmark for an unforgettable in-person experience.

You may have noticed our James Bond theme for the Gala; there will be prizes for best dressed super spies (man and woman), awarded during the dinner program.

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

Branded tables ($12,000), half-tables ($6,500) and individual tickets are now on sale. You can purchase a table on this web page; if you need an invoice sent to you instead -- or if you wish to reserve a half table, please contact FCS CEO Kevin Windorf.

ATTENTION FINALISTS:  You are entitled to a deep discount on your table ($9,250) or half-table ($4,950). Please contact FCS CEO Kevin Windorf to make your reservations. [Note: Discounted pricing is available to clients and agencies associated with winning entries; discount does not apply to media companies on Branded Content entries.]

Many exclusive Sponsorship opportunities are available.  Packages range from $2,000 for two tickets to $27,500 for Gold sponsorship with 2 tables.  Onstage opportunities are also available, please contact FCS CEO Kevin Windorf for details.

PROGRAM:
5:30pm Cocktail Reception
7:00pm Plated Gourmet Dinner
7:30pm Welcome
             Race for Kids Donation
             Presentation of 28th Annual FCS Portfolio Awards
9:00pm After Party with DJ and dancing until 11:00pm

We continue our FCS MOVES conversations with senior marketing and communications executives from leading financial services companies with our discussion with Andrea Williams, Managing Director, Head of Media Relations, Goldman Sachs, on Thursday, April 28, beginning at 12pm ET.

In a live interview with FCS Programming Chair John McCormick of AdNode, Andrea will talk about how earned and paid media can work together to build a successful executive communications strategy. Andrea will also discuss Goldman Sachs' pursuit of top-level talent, especially as she continues to build her team.

In gratitude to Andrea, the FCS will make a $1,000 donation to the children's charity of her choice: the Voices Within program run by the Los Angeles Master Chorale, which motivates students to stay in school and have fun while learning.

You must have a current active membership to access this live event or the video replay (which will be available on this page after 3pm ET on January 13).

You're welcome to submit a question to Andrea ahead of time by emailing it to [email protected].

The video replay link is visible to members only.

For information on individual and corporate membership, please contact FCS Admin Coordinator Marisa Jago.

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

FCS New York welcomes the return of Toni Clayton-Hine to our in-person luncheon series at the New York Yacht Club. On Thursday, April 7, Toni, now Chief Marketing Officer, Americas, for EY will be our guest speaker.

Toni is calling her presentation "Display is dead. Long live display," and will focus on "the role of custom content in the world of advertising."

In gratitude to Toni, the FCS will make a $1,000 donation to the children's charity of her choice: St. Jude Children's Research Hospital.

Join us at noon for networking, followed by a plated luncheon, our program and Q&A.

Our sponsor Packed with Purpose will hold a free raffle of a gift basket for all attendees.

Sponsorships available. Contact FCS CEO Kevin Windorf.

We continue our FCS MOVES conversations with senior marketers from leading financial services companies with our discussion with Richard Parkinson, Chief Brand Officer, Prudential Financial, on Thursday, March 31, beginning at 12pm ET.

In gratitude to Richard and with his support, the FCS will make a $1,000 donation to the Save the Children Ukraine Relief Fund.

You must have a current active membership to access this live event or the video replay (which will be available on this page after 3pm ET on March 31).

You're welcome to submit a question to Richard ahead of time by emailing it to [email protected].

The video replay link is visible to members only.

For information on individual and corporate membership, please contact FCS Admin Coordinator Marisa Jago.

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