Events

We open 2019 in New York with a research-driven luncheon on "Millennials with Money."  Edelman, our content partner for this event, will present their new research on the topic.

As a follow-up to Edelman's deep-dive study in 2016 on this generation’s relationship with money and financial services, the new study revisits these dynamics now that Millennials are beginning to approach their 40s, starting and growing families and paying more attention to growing their wealth. This research is based on a survey of 1,000 affluent Millennials (defined here as having at least $50K in investable assets or $100K in individual or joint income) with comparison groups of non-affluent Millennials and affluent Gen Xers.

Russ Messner, who is the General Manager for the Financial Services practice at Edelman, will moderate a panel discussion with the marketing leaders of three companies with distinctive interests in wealthy Millennials.

Sponsorships are available for this event.  Contact FCS CEO Kevin Windorf.

FCS New York concludes 2018 with our final CMO luncheon of the year with guest speaker Dipti Kachru, CMO, Wealth Management and Affluent Segment, for Chase. The theme of her presentation will be "The Evolving Role of the Marketer -- My Lessons from 2018.”

With nearly 4 million clients, the Chase Wealth Management division offers comprehensive financial planning and investment management advice to individuals and families. This key business area of Chase's Consumer & Community Banking is guided by a common philosophy – to offer comprehensive and unbiased financial advice.

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

To celebrate the 13th 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 29th at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2018 FMY Award winner E*TRADE Financial; Chief Marketing Officer Lea Stendahl will be on hand to accept the Award.

We will also honor the first two runners-up:

• Matthew Quale, Chief Marketing Officer, Brighthouse Financial
• Jennifer Halloran, Head of Brand, Advertising, Community Responsibility and Client Acquisition, MassMutual

Read full 2018 FMY Press Release

We will also present the FCS Jamie E. DePeau Leadership Award at the gala.

The event will open with a cocktail reception.

For sponsorship packages are available, please contact event co-chairs Brent Buntin and Nick Bernardo or FCS CEO Kevin Windorf for more information.

FCS YMC will stage its final event of the year at Seeking Alpha with a panel discussion on "Navigating Your Career in an Ever-Evolving Industry."

The rise of FinTech, changing investor demographics and growing number of mergers and acquisitions present many opportunities for career advancements and development.

In an industry that’s ripe with change, how can young financial marketers think ahead to ensure their careers are prepared for disruption?

Join the FCS YMC at Seeking Alpha to learn from a panel of FCS Board Directors and fellow industry experts on how they navigated their careers among the challenges of industry shifts, and gain insight from these personal career success stories to learn how to grow professionally in this ever-changing financial landscape.

Cocktails and hors d’oeuvres will be served.

FCS Charlotte tackles "The Voice Revolution" in this month's luncheon featuring a great line-up of speakers.  We'll talk about the next wave of opportunity created by audio marketing, empowered by AI technology, and embraced by consumers more and more each day.

From how to best harness search to how to navigate the complexity of AI to how to effectively incorporate privacy policies, our panel will lead a discussion that financial marketers need to hear.

We'll open the lunch with a research overview featuring the latest insights from Kantar and Foresight Factory.  Then we'll turn to our panel for their thoughts on audio/voice, search, and even compliance

Join us for another distinctive FCS event in the wonderful  Foundation for the Carolinas.  Seating is strictly limited, and a sell-out is expected.  Please reserve your table/ticket without delay.

Sponsorships are available, please contact FCS Charlotte leadership:

• President Brian Roach, brian.roach@ally.com
• Vice President Michael O'Donnell, modonnell@bizjournals.com

FCS New York is proud to welcome Jason Hill, Vice President, Brand & Content, at Goldman Sachs, as the guest speaker at our monthly CMO Luncheon series on Wednesday, November 14.

A veteran presenter and panelist at FCS events, Jason will make his luncheon debut to discuss Goldman Sachs’ approach to marketing philanthropic programs and how they support the brand as a whole.

Jason, who joined Goldman Sachs earlier this year, brings the informed perspective of a far-reaching marketing career, having worked at powerhouse brands including BlackRock, GE and Booz & Co. He began his career on the agency side at Saatchi & Saatchi.

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