Events

The FCS Philadelphia Chapter will host their first virtual fireside chat, featuring a conversation with Macquarie’s Neil Siegel on "A Marketer’s Roadmap to a Seat at the Table." Neil is Chief Marketing Officer and Co-Head of the Client Group at Macquarie Investment Management. He will be interviewed by Chapter Vice President Ed Nini, Global Head of Product Strategy, Principal Global Investors.

From marketer to business head, Neil has navigated a career path far beyond the traditional role of marketing. He’ll share his perspective on how financial marketers can set their sights high, grow professionally, and embark on a career trajectory that drives business results at the highest levels of the organization.

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The FCS Young Members Circle will stage its first virtual event with a panel discussion on "Navigating Times of Crisis." For many in the YMC, the current market downturn has been a jarring shift from the economic stability and bull market of the past decade. In this webinar, we’ll ask seasoned financial services marketers to share lessons they learned during the Great Recession and how they’re able to bring those lessons to bear on the current climate.

The panel discussion, hosted in partnership with The Balance and Investopedia, will feature a conversation with Jaime Kalfus, Head of Global Brand Development and Engagement, PGIM, and Dana Caragine, Senior Marketing Manager, Wilmington Trust. The moderator will be Caleb Silver, Editor in Chief, Investopedia. Dotdash President Jon Roberts will offer opening remarks at the top of the program.

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Alex Craddock, Global CMO of iShares, will be the featured guest as the FCS again partners with The Balance and Investopedia in bringing our community a free virtual event entitled "Marketing ETFs In Uncertain & Volatile Times."

The market swings of the past few months have created new challenges for financial marketers. In this webinar, hosted by Investopedia's Editor in Chief Caleb Silver, we’ll explore those challenges as they relate to ETFs and learn which marketing strategies are resonating with investors in the current moment. Some of the topics we’ll cover include:

• What iShares is doing to communicate that ETFs are the right investment product for an uncertain market
• The iShares outlook for the coming months and how they’re planning to distribute marketing budgets
• How iShares is redistributing their sports and events-focused budget and what avenues they’re hoping to explore next
• How iShares is marketing to clients who are investing for the first time
• What’s working in terms of messaging—and what’s not
• The outcomes of the recent iShares rebranding and how that’s playing out in our current volatile climate

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The FCS will present a new online panel discussion focused on crisis communications, featuring a nationally ranked financial advisor and three comms pros.  The all women panel will talk about how communication is key to building stronger client bonds.

During any crisis, effective communication is key to retaining and strengthening relationships with core audiences. Covid-19 put that theory to the test. While some advisors refrained from engaging as volatile markets rattled clients, successful advisors ramped up their marketing and communication efforts. With in-person meetings a distant memory, marketers and advisors got creative.

This webinar will explore what worked: from content to channels to unconventional approaches – what engaged clients and enhanced relationships. The panel will examine what types of content, messages and delivery methods resonated most with clients, the time-sensitive nature of engaging clients and what the panel anticipates will become part of their long-term communication framework.

The panel will include:

• Meghan McCartan, Executive Director, Marketing / OCMO, HighTower
• Angie Newman, Financial Advisor, UBS Wealth Management
• Jean Lavin, Communication Coach and Founder, JL Insight Communications

The discussion will be moderated by Maria Rosati, CEO, Eminence Communications.

Join us for another invaluable online conversation about the importance of communications.

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Part 3 of the webinar series from the Marketing IMPACT Council™ on “Strategy, Marketing, and Communications in a COVID-19 Impacted World” is set for Wednesday, June 24 at 12 noon ET. The topic will be "The COVID-19 Reset: Behavioral Change – A Growth Opportunity." (A recording will be made available afterwards.)

Join international speaker, renowned marketing expert, and professor of marketing, Michael R. Solomon; Leslie Zane, President and Founder of Triggers® Growth Strategy; and Stephan Wiedner, CEO and Co-Founder of Noomii, for a discussion of the behavioral changes associated with a COVID-19-impacted world and how many of those changes present a growth opportunity.

Solomon, author of books including, Consumer Behavior: Buying, Having, and Being, combines cutting-edge academic theory with actionable real-world strategies. Zane’s expertise is in helping blue chip companies accelerate growth through behavioral insights. Wiedner’s Noomii supports corporations with data-driven coaching and he brings expertise in leveraging the concept of psychological safety to drive innovation.

The webinar will be moderated by John Greco, Founder & Chair of the Marketing IMPACT Council™, former CEO of the Direct Marketing Association, and Simon Erskine Locke, Founder & CEO of CommunicationsMatch™. 

This webinar will provide perspective and practical insights for business leaders, marketers, and communicators into:  

• Drivers of consumer purchasing decisions and how these have changed through the pandemic
• Opportunities to create new value for brands by resetting strategy and messaging to position them to grow during the pandemic 
• How companies and the agencies serving them can drive collaboration and innovation required to realize these opportunities

This complimentary webinar is open to the Marketing IMPACT Council™ and CommunicationsMatch™ communities as well as those of our supporting partners –CommPRO.biz, the Financial Communications Society, and Capitol Communicator.

Our panelists will also address questions from the audience.

LEARN MORE and REGISTER HERE

Read the takeaways or watch a replay of the first webinar in the series: “The COVID-19 Reset: A Strategic Value-Based Path Forward” or the second webinar in the series: “The COVID-19 Reset: Strategy, Marketing & Communications” here.

As the world pivots to online connections and working from home, the FCS is proud to present a free virtual event on "Agile Marketing in Turbulent Times - J.P. Morgan's TV Ad Success Story," featuring a conversation between Dipti Kachru, Chief Marketing Officer, U.S. Wealth Management, J.P. Morgan, and April Rudin, Founder & President of The Rudin Group. The event, produced in partnership with The Balance and Investopedia, will be presented live at 11:30am ET on Thursday, June 18.  A recording will be made available afterwards.

Following welcome remarks by Investopedia's Katherine Divney, FCS Executive Committee Member & Board Secretary, Dipti and April will do a deep dive into how the J.P. Morgan marketing team was able to create their remarkable and poignant TV ad in just days from inception through production.

Since financial services marketing has long "suffered" the reputation of not being as agile or nimble as consumer packaged goods or other retail brands, there is much to learn from J.P. Morgan. What lessons does this example of agile marketing hold for financial services marketers? What else do savvy marketers need to consider for reaching clients during this turbulent time of market volatility and uncertainty?

Join us for a thoughtful discussion about what you need to know to drive the important conversation between advisors and clients... as well as brands and their consumers in general.

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Part 2 of the new webinar series from the Marketing IMPACT Council™ on “Strategy, Marketing, and Communications in a COVID-19 Impacted World” is set for May 20th at 12 noon ET. The topic will be "The COVID-19 Reset: Strategy, Marketing & Communications for a New World." (A recording will be made available afterwards.)

The moderated panel discussion on resetting, aligning and implementing strategy, marketing & communications in a COVID-19 impacted world will feature:

• Arun Sinha, former Global CMO of J.P. Morgan, Zurich Financial, and MSCI; former President of Services & Solutions and CMO of Pitney Bowes; Yale School of Management Senior Faculty Fellow; currently working with Vestrata and Bounteous.
• Rishad Tobaccowala, advisor to Publicis Groupe with whom he previously served as Chief Strategy & Growth Officer; past chairman of transformational agencies DigitasLBi and Razorfish; author of Restoring the Soul of Business: Staying Human in the Age of Data.

The panel will be moderated by John Greco, Founder & Chair of the Marketing IMPACT Council™, former CEO of the Direct Marketing Association, and Simon Erskine Locke, Founder & CEO of CommunicationsMatch™.

This webinar will address:

• The opportunity for all leaders at every level and of every function to uncover ways in which client and consumer needs have changed
• Resetting strategy and aligning organizations around changing value propositions
• Developing and implementing marketing & communications strategies for the landscape

"The COVID-19 Reset” webinar series is an opportunity for leaders and their teams (internal and external) to engage at all levels to directly connect strategy, marketing and communications, and maximize value. The panelists will also address questions from the audience.

LEARN MORE and REGISTER HERE

The FCS is proud to partner with The Balance and Investopedia in bringing you a free virtual event on "Staying the Course: Client Behavior Amid Ongoing Volatility." The event will be presented live at 2:30pm ET on Wednesday, May 13.  A recording will be made available by May 18.

Our host will be Caleb Silver, Editor in Chief, Investopedia. (Caleb moderated a fireside forum panel discussion at this past January's FCS Race for Kids Marketing Summit.)

Caleb's special guest will be Adam Grealish, Director of Investing, Betterment.

Volatility related to the COVID-19 pandemic has led to increased investor anxiety over the past few months. But many investors are continuing to stay the course. In this online event, we’ll highlight key findings about investor anxiety in the current climate and offer insights into how this will shape investor behavior now and in the future.

Caleb and Adam will discuss:

• Behavioral trends associated with current market conditions
• Key insights into how to communicate with clients during this time
• Best practices for alleviating client anxiety and strengthening relationships
• Platform changes or enhancements to keep clients from straying

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