Events

On July 28, FCS MOVES will feature a live conversation with Krista Phillips, Head of Branded Cards & Marketing for Wells Fargo. The theme of Krista's conversation will be "Developing Products from the Inside Out."

Having worked at Citi and JPMorgan Chase for 10 years at each bank, Krista brought a true wealth of experience when she joined Wells Fargo in 2020 to head up the cards business with responsibility for marketing, product management, loyalty solutions, and digital strategies.

Krista will be interviewed by FCS Board Treasurer Katherine Divney of Dotdash Meredith.

In gratitude to Krista, the FCS will make a $1,000 donation to the children's charity of her choice: The Ronald McDonald House.

You must have a current active membership to access this live event or the video replay.

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 is thrilled to welcome Andrea Brimmer, Chief Marketing & PR Officer, Ally, as our guest speaker on Thursday, July 21 at the New York Yacht Club. Andrea is a three-time winner of the FCS Financial Marketer of the Year -- the only executive to win the award more than once.

Andrea will be interviewed by Ellen Sheng, Executive Editor, Financial Services at The Trust. The topic of their conversation will be " The Importance of Brands to Intersect with Culture."

This event will give the FCS audience the opportunity to learn what's behind the success of Ally's marketing, communications, and social campaigns, and what Andrea has in store for the remainder of 2022.

In gratitude to Andrea, the FCS will make a $1,000 donation to the children's charity of her choice: The 22q Family Foundation.

Join us at noon for networking. We will be seated at 12:20pm for a plated luncheon followed by our program and Q&A.

All guests will be entered in a free raffle to win a gift basket from Packed with Purpose.

Additional sponsorships available. Contact FCS CEO Kevin Windorf.

On June 23, FCS MOVES will feature a live conversation with Justin Poser, EVP, Chief Marketing Officer of M&T Bank and Wilmington Trust Business Lines. Justin will be interviewed by FCS Programming Chair John McCormick of AdNode.

M&T Bank, a Fortune 500 company, traces its origins to the founding of Manufacturers and Traders Bank in Buffalo, New York, in 1856. Today, following the April 1, 2022 merger with People’s United Financial, Inc., M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C.

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

You must have a current active membership to access this live event or the video replay (which will be available on this page on June 24).

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 Brian Buckley, Chief Marketing Officer, Nasdaq as the guest speaker at our CMO Spotlight luncheon on Thursday, June 16 at the New York Yacht Club.

In gratitude to Brian, the FCS will make a $1,000 donation to the children's charity of his choice: The Trevor Project.

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.

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 her 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.