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14th Annual FCS Marketer of the Year Award Gala

New Yorkpast Event
2019
year
21
Nov
06:00
pm
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Event Summary:

To celebrate the 14th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner on Thursday, November 21st at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2019 FMY Award winner and the top two runners up.

The shortlist of finalists for the 2019 FCS Financial Marketer of the Year has been announced.  They are:

  • Ally Financial, Andrea Brimmer, Chief Marketing & PR Officer
  • Columbia Threadneedle Investments, Andrew Most, Vice President of Marketing Communication, Creative and Content Strategy
  • TD Bank, Arianna Orpello Lewko, SVP - Brand, Channel, Community and Field Marketing Strategy

We will also present this year's FCS Jamie E. DePeau Leadership Award at the gala. (Nominations now open.)

The event will open with a cocktail reception, and there will be an after party as well.

Sponsorship packages are available; please contact FCS CEO Kevin Windorf for more information.

Become a sponsor

Sponsors:

  • Judging Day Sponsor:

    CNN Business
  • Event Sponsor:

    The New York Times
  • Champagne Toast Sponsor:

    WSJ | Barron's Grop

Featuring:

  • Andrea BrimmerFinalist

    Chief Marketing and Public Relations Officer

    Ally Financial
  • Andrew MostFinalist

    Vice President of Marketing Communication

    Columbia Threadneedle Investments
  • Arianna Orpello LewkoFinalist

    SVP Brand, Channel, Community & Field Mktg Strat.

    TD Bank

Tickets:

Membership Price:
$325.00
Young Members Circle Price:
$300.00
Branded Table (10) Price:
$3,750.00
Non-Member Price:
$400.00

This event has ended

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

One-on-One Talk with Renee Brown, SVP, Marketing a...

Charlottepast Event
2019
year
21
Nov
11:30
am
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Event Summary:

FCS Charlotte is excited to present a unique luncheon event, featuring a one-on-one interview with veteran financial marketer Renee Brown, who joined OptumCare (division of UnitedHealthcare) in December 2018 as its Senior Vice President of Marketing.

In addition to her storied career at TIAA, Wells Fargo and Wachovia, Renee has a historic connection to the FCS: she served as a panelist at both our inaugural San Francisco breakfast and our inaugural Charlotte lunch.

In a very informal fireside chat format with Renee, we expect to cover an array of topics, ranging from leadership and marketing to diversity and motherhood.

Join us for this compelling conversation with a social media pioneer who has blazed an impressive career as an openly gay woman at three Fortune 100 companies.

As with all FCS events, sponsorships are available. Please contact:

Sponsors:

  • FCS Charlotte Brand Partner:

    Ally Financial
  • FCS Charlotte Media Partner:

    The Washington Post
  • Bronze Sponsor:

    Quartz
  • Raffle Sponsor:

    The Plain Language Group

Featuring:

  • Renee BrownGuest speaker

    SVP, Marketing

    OptumCare
  • Ashley SpringModerator

    Marketing Research Director

    Ally

Tickets:

Membership Price:
$70.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$85.00

This event has ended

Foundation For the Carolinas, 220 N Tryon Street, CharlotteSA
Breakfast

"Marketing During Generational Shifts"

SAN FRANCISCOpast Event
2019
year
19
Nov
08:00
am
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Event Summary:

FCS West concludes its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” The two monthly events tackled different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trend, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the November breakfast in the series is "Marketing During Generational Shifts."

  • Our guest speaker is Kiki Burton, Head of Growth Marketing at Credit Karma. Having spoken at Programmatic, Journey and other recent industry events, Kiki has a depth of experience in financial marketing and technology.
  • In a fireside chat with Mike Henry, Financial Services Industry Director at Google, Kiki will share Credit Karma's perspective and journey on this increasingly important topic.
  • Google is our exclusive programming partner for this breakfast.

 

Millennials used to be known simply as those pesky digital natives poking at the conventions of the generations that came before them. But now that those born roughly between 1980 and 2000 are the biggest generation in the workforce, with hefty potential retirement savings dollars in tow, how can financial industry marketers looking to capture their attention adapt their strategies to better identify, engage and help this next generation of investors?

Kiki and Mike will talk about marketing during generational shifts and the strategic role of automation, machine learning and smart data in order to drive results and reach these important consumers.

Join us for an insightful conversation about the opportunities that abound for marketers.

Sponsors:

  • Exclusive Programming Partner:

    Google
  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Kiki BurtonGuest speaker

    Head of Growth Marketing

    Credit Karma
  • Mike HenryInterviewer

    Industry Director, Financial Services

    Google

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
Lunch

"What High-Net-Worth Investors Want from Their FAs...

Chicagopast Event
2019
year
13
Nov
11:30
am
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Event Summary:

FCS Chicago is delighted to partner with CFA Institute for our last event of 2019, when we host a luncheon focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their FAs."

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.

Join us for this unique event for the Chicago audience.

Sponsorships for this event (and for 2020) are available.  Please contact FCS CEO Kevin Windorf or FCS Chicago President Rachel O'Block.

Sponsors:

  • FCS Central Gold Sponsor:

    Investor's Business Daily
  • FCS Central Gold Sponsor:

    Wall Street Journal/Barron's Group
  • Programming Partner:

    CFA Institute

Featuring:

  • Bob DannhauserKeynote / Moderator

    Head, Global Private Wealth Management

    CFA Institute
  • Jenifer A. Aronson, CFAPanelist

    Founder and Managing Partner

    Mosaic Fi LLC
  • Charles BrandlPanelist

    Executive Director

    Ogilvy
  • Laura GreggPanelist

    Director of Practice Management & Advisor Research

    FlexShares managed by Northern Trust

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$75.00
Branded Table (10) Price:
$850.00
Non-Member Price:
$95.00

This event has ended

Union League Club of Chicago, 65 W Jackson Blvd, Chicago
Lunch

Jennifer Breithaupt, Global Consumer CMO, Citi, at...

New Yorkpast Event
2019
year
12
Nov
12:00
pm
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Event Summary:

FCS New York is proud to welcome Jennifer Breithaupt, Global Consumer CMO, Citi, as the guest speaker at our monthly CMO Luncheon series on Tuesday, November 12.  This event will be held at The University Club.

Citi’s Global Consumer Bank (GCB), a global digital banking leader in credit cards, wealth management and commercial banking, serves more than 110 million clients in 19 countries. GCB has achieved solid results from its segment-driven, client-led growth strategy across the U.S., Mexico and Asia.

Join us as we welcome Jennifer Breithaupt for her debut FCS presentation, which is entitled, "The Power of Experience in Building Brand Loyalty."

Sponsorships are available for this event.  Please contact FCS CEO Kevin Windorf.

SEATING IS LIMITED. THIS EVENT WILL SELL OUT.  ACT TODAY.

 

Sponsors:

  • Presenting Sponsor:

    Twitter
  • Raffle Sponsor:

    Smartology

Featuring:

  • Jennifer BreithauptGuest speaker

    Global Consumer CMO

    Citi

Tickets:

Membership Price:
$150.00
Young Members Circle Price:
$125.00
Branded Table (10) Price:
$1,750.00
Non-Member Price:
$195.00

This event has ended

The University Club, 1 West 54th Street, NYC
Lunch

"Millennial Investing and Financial Wealth"

Bostonpast Event
2019
year
12
Nov
12:00
pm
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Event Summary:

FCS Boston will focus on fresh research about marketing to millennials for its last event of 2019. Joetta Gobell, Vice President, Research and Insights at Dotdash, will present Millennial Investing Insights, followed by a panel discussion with industry executives on the challenges, opportunities, and best practices for marketing to millennials.

  • Millennials now make up the largest segment of the American workforce, accounting for approximately one-third of all domestic workers. Millennials, who are highly educated and diverse, will soon begin to reach their prime earning years and represent a sizeable portion of household decision-makers on financial services products and services.

Join us for a great opportunity to learn more about a topic that will remain relevant for years to come.

Sponsorships are available for this lunch.  Please contact:

FCS Boston President AnneMette Bontaites

FCS Boston VP Melissa More

Featuring:

  • Joetta GobellKeynote Presenter

    Vice President, Research and Insights

    Dotdash
  • Paul LimModerator

    Vice President

    BackBay Communications
  • Alexandra NawoichikPanelist

    Practice Management Specialist

    Putnam Retail Management
  • Jenine GarrelickPanelist

    Senior Managing Director

    MFS Investment Management
  • Misty Lynch, CFP®Panelist

    Head of Financial Planning

    John Hancock
  • Eric Roberge CFP®Panelist

    Founder

    Beyond Your Hammock

Tickets:

Membership Price:
$90.00
Young Members Circle Price:
$85.00
Branded Table (10) Price:
$1,100.00
Non-Member Price:
$125.00

This event has ended

Omni Parker House, 60 School Street, Boston
Social

FCS YMC TALKS: "The Next Gen Investor"

New Yorkpast Event
2019
year
07
Nov
06:00
pm
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Event Summary:

FCS YMC will host its last event of 2019 at Seeking Alpha, a moderated panel discussion on "The Next Gen Investor."

As financial marketers, we are all innately aware of the greatest wealth transfer in the history of humankind. It has been estimated that Millennials stand to inherit $30 trillion from their predecessors, a phenomenon that has been a focus of conversation in our industry for the last couple of years. And as the digital natives of Generation Z enter the economy with potent force, the vast financial implication of younger generations will only continue to expand.

With a growing control of investable assets, distrust of the financial industry after The Great Recession, and a fine tuned technological ability, Millennials and Gen Z are the definition of complex, and will remain key targets if financial companies want to succeed in the years ahead.

Join the FCS YMC for networking and discussion on the importance of reaching the next generation of investors, and the methods financial marketers are using to ensure their brands are effectively communicating to this increasingly desensitized target.

 

Sponsors:

  • Host Sponsor:

    Seeking Alpha

Featuring:

  • Iordanka KatardjievaPanelist

    Senior Manager, Advertising

    ProShares
  • Rebecca OliverModerator

    Managing Editor of Opinion & Analysis

    Seeking Alpha
  • Bre RossettiPanelist

    EVP, Strategy

    Havas Media
  • Lauren GimlettPanelist

    Executive Director

    Morgan Stanley

Tickets:

Young Members Circle Price:
$65.00
Non-Member Price:
$90.00

This event has ended

Seeking Alpha, 52 Vanderbilt Avenue, New York City
Breakfast

Living Ratings: Brand & Digital Intelligence of As...

New Yorkpast Event
2019
year
29
Oct
08:00
am
View More Close

Event Summary:

The FCS welcomes the return of Living Group for the third annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers.  Living's CEO Kate Shaw will be on hand to reveal the rankings of the Top 10, as the report will be launched globally in conjunction with the FCS event.

Living Group evaluates the dotcom and social media functionality and content of leading financial services companies by sector. For the past 10 years, this full-service marketing agency has ranked the leaders and the stragglers and shone a spotlight on emerging trends in digital branding.

All panelists, to be announced, will represent brands ranked in the Top 25 of the 2019 Living Ratings.

Featuring:

  • Kate ShawKeynote / Moderator

    CEO

    Living Group
  • Jennifer Manser O’RourkePanelist

    Head of Marketing & Communications, Americas

    Schroders
  • Tom KellyPanelist

    Managing Director, Global Head of Digital

    Legg Mason
  • Susan CanavariPanelist

    Global Head of Brand Experience Development

    J.P. Morgan Asset & Wealth Management
  • Merry FishPanelist

    VP, Brand Strategy

    PIMCO

Tickets:

Membership Price:
$85.00
Young Members Circle Price:
$75.00
Branded Table (10) Price:
$1,000.00
Non-Member Price:
$110.00

This event has ended

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