Events

NEW DATE: FCS New York is proud to welcome Barbara Goose, Chief Marketing Officer for John Hancock, as the guest speaker at our monthly CMO Luncheon series on Tuesday, Sept. 17.

John Hancock, the U.S. division of Toronto-based Manulife, supports approximately 10 million Americans with a broad range of financial products, including insurance, planning and advice, and retirement solutions.  The firm holds a top-tier brand awareness ranking with a 78% awareness score with US consumers.

Join us as we welcome Barbara Goose for her debut FCS presentation on "Customer Experience and Its Role in Bold, Relevant Marketing."

THIS EVENT IS SOLD OUT.  The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Financial Marketing 2020: Digital Strategies Take the Lead."

Frank Dudley will present current insights from Brand New Media’s annual research along with distilled recommendations by which to prioritize digital marketing investment for 2020.  Key KPIs and a measurement framework will also be presented as well as the necessary components for creating an integrated, dynamic digital strategy for future growth.

The presentation will be followed by a moderated panel of digital strategists from top financial services firms, who will share how they’re harnessing the power of data and technology to drive more dynamic customer experiences.  Successes, learnings and future plans will be discussed in this interactive session.

THIS EVENT IS SOLD OUT.  FCS New York is proud to welcome Dustin Cohn, Managing Director, head of brand marketing for the Consumer and Investment Management Division of Goldman Sachs, including Marcus by Goldman Sachs®, as the guest speaker at our monthly CMO Luncheon series on Thursday, August 15.

Launched in 2016, Marcus by Goldman Sachs is a brand of Goldman Sachs Bank USA that offers no-fee, fixed-rate personal loans, high-yield online savings accounts and certificates of deposit.  The brand's stated goal is to help people achieve financial well-being.

Join us at the Harvard Club for a compelling introduction to one of the hottest brands in financial services. 

Dustin will be interviewed on stage by Kyle O'Brien, Creative Works Editor, for The Drum.

(Those of you who joined our March breakfast on Brand Relatability may remember that Marcus was ranked #1 by Millennnials and Gen Z.)

BRING YOUR BUSINESS CARDS to the lunch for a free raffle drawing.  Sponsored by Realtor.com, the prize will be 2 tickets to US Open Second Round Men’s/Women’s Tennis on Thursday, August 29.

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

THIS EVENT IS SOLD OUT.  FCS New York is delighted to again partner with CFA Institute on a summer breakfast event focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their Advisers."

High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs are not being met. CFA Institute research uncovered some unexpected findings that are relevant for financial advisers and those who market their services.

Join us for a presentation by Bob Dannhauser, head of Global Private Wealth Management at CFA Institute, who will then moderate a panel comprising marketing executives as well as a financial adviser to high-net-worth individuals.  The discussion will focus on how and where to reach highly coveted affluent audiences as they seek out financial advice and planning.

THIS EVENT IS SOLD OUT.  Andrea Brimmer, Ally Financial, Russell Findlay, Hiscox, and Jennifer Grazel, RBC Capital Markets to headline our Members-Only Talk series on July 31st.

Back in June of 2016, the FCS launched a Talk Series called "The Exchange," which features senior marketers sharing their personal perspectives on topics that they believe have impact in our lives and professions.

We're back for Volume 3, and are delighted to announce that our featured speakers will be:

Andrea Brimmer, Chief Marketing & PR Officer, Ally Financial

• Andrea's topic is "Life: Disrupted."

Russell Findlay, Chief Marketing Officer, Hiscox

• Russ's topic is "In Defense of Storytelling."

Jennifer Grazel, Managing Director and US Marketing and Brand Officer, RBC Capital Markets

• Jennnifer's topic is "Radical Humanism: Driving Change with Compassion."

The event will be held at The New York Times -- our exclusive host sponsor.  Tickets are strictly limited.  First come, first served.  This event will sell out so don't hesitate to reserve your tickets today.

THIS IS A MEMBERS-ONLY EVENT.  Just another great reason to start or renew your membership today!

The FCS is delighted to partner with Lansons Intermarket to present a powerful breakfast discussion on the importance of Reputation Management.

The breakfast will feature a panel of senior marketers who will address the major concerns facing global brands in financial services, including proactive strategies to be deployed against the ever-evolving digital and social landscape.

The event will open with a keynote presentation by Tony Langham, author of Reputation Management: The Future of Corporate Communications and Public Relations. Tony co-founded London-based Lansons in 1989 and has since helped build the firm into a leading independent reputation management consultancy.  Earlier this year, Lansons acquired Intermarket, the specialist strategic communications consultancy based in New York and founded by Matt Zachowski and Martin Mosbacher in 1986.

Join us for a compelling conversation about how marketers should leverage their greatest asset: their brand's reputation.

THIS EVENT IS SOLD OUT.

FCS New York is proud to welcome Meredith Verdone, Chief Marketing Officer of Bank of America, to the New York Yacht Club as the guest speaker at our monthly CMO Luncheon series on Thursday, July 18.  A longstanding supporter of the FCS, Meredith was an early participant in the evolution of our annual FCS Race for Kids charity ski weekend into the must-attend marketing summit it is today.

Meredith will talk to the FCS about BofA's current marketing strategies, the success of its' "What would you like the power to do?" campaign, as well as the impact of the recent rebranding decisions made across the enterprise.

SPECIAL ANNOUNCEMENT: As part of presenting sponsor Business Insider's commitment to "Better Capitalism," they will match a percent of total ticket sales for this luncheon in a donation to JDRF.

• The Juvenile Diabetes Research Foundation, one of the FCS's children's charities, was chosen in honor of Toby Hudson of Business Insider. Toby was the first president of the FCS Charlotte chapter.

Join us in welcoming Meredith to what is expected to be a sold-out event.  PLEASE RESERVE YOUR TABLES / TICKETS TODAY.

Bring your business cards to win one of two raffle prizes donated by The New York Times: tickets to the US Open and tickets to the New York Times Food Festival

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