Events

FCS Chicago is excited to host an Executive Spotlight luncheon with Michelle Malcolm, VP of Institutional Marketing at E*TRADE, on Thursday, March 12 at the Union League Club of Chicago.

Michelle will sit for a fireside chat with Tara Giuliano, Head of Client and Product Marketing for Nuveen (who was a panelist at our Brand Purpose event last October), to discuss her experiences with building a marketing discipline for E*TRADE’s institutional business, a team organized to focus on key growth areas for the company – Corporate and Advisor Services with Executive Services supporting, growing, and enhancing client relationships.

Having executed the first-ever online trade by an individual investor more than 30 years ago, E*TRADE has long been at the forefront of the digital revolution. Michelle’s mandate is to translate this storied legacy to resonate with institutional clients, creating a new narrative to drive sales growth, market share, and client retention.

We expect an engaging discussion, as Michelle and Tara are industry colleagues and actually struck up their friendship through FCS Chicago.

Sponsorships are available. Contact FCS CEO Kevin Windorf.

THIS EVENT IS SOLD OUT.

On March 10, the FCS will present “Brand Purpose in Financial Marketing,” hosted by The New York Times, our exclusive programming partner for this exciting breakfast event. Featuring a panel discussion with senior marketers from leading financial brands, we’ll stage a highly interactive conversation about how corporations are shifting the marketing landscape by giving new meaning and focus to ‘brand purpose.’  Extending beyond corporate social responsibility, brands are re-defining their relationships with consumers – at the individual and affinity levels – and with whole communities – from geographic to virtual. 'The greater good' has become more than a catch-phrase for corporate America.

Join us to learn how this evolving strategic direction will impact branding and marketing tactics in 2020 and beyond!

For our February luncheon, FCS New York welcomes Kari Axberg, Co-Head of Marketing, New York Life, as our guest speaker at the New York Yacht Club on Thursday, February 27th.

New York Life is the third-largest life insurance company in the U.S. and the largest mutual life insurance company in the country.

Having run an amazing, heart-felt commercial during this year's Super Bowl, New York Life is telling its story of "175 years of helping people act on their love."

Kari will make her FCS debut and share with us the marketing strategy behind celebrating this major anniversary year, by spotlighting the company’s purpose in a relevant and meaningful way against today’s challenging landscape.

Join us for an insightful -- and triumphant -- conversation about this unique marketing initiative.

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

FCS San Francisco will stage its first breakfast event of 2020 with a very topical theme: the impact of streaming and digital on financial marketing and the continued evolutionary growth of traditional advertising.

When it comes to advertising, marketers need a multi-faceted approach to remain on the cutting edge of digitalization. Over the top (OTT) and streaming have gained traction with consumers and have emerged as an effective platform for advertisers -- with 65.3 million homes using connected TV. How are financial companies adapting to stay front-and-center with audiences?

We invite you to join leaders from financial services, streaming and digital media for a conversation about the intersection of financial services and emerging media platforms. The discussion will include: 

• Current landscape for OTT advertising
• Trends likely to gain momentum in 2020
• Best practices for reaching a target audience
• Audience Q&A

This is a sponsorable event; contact FCS CEO Kevin Windorf for details.

Special thanks to the FCS West Steering Committee behind this exciting event:

• Alyssa Bernstein, WarnerMedia
• Chris Bowlby, The Information
• Claire Kurmel, Matthews Asia
• Joanna Parmer, Demandbase
• Shaun Shen, Investor's Business Daily

FCS New York is delighted to deliver an important breakfast content program for wealth management/asset management marketers who are struggling with differentiation at either the enterprise level or advisor level. Gone are the days of relying on products or performance as differentiators; instead, investors want to form a relationship with their financial advisors and become part of a more engaged community.

April Rudin, Founder/President, The Rudin Group, will moderate a panel of leading marketing experts, discussing how to leverage enterprise-level branding in a way that resonates with today’s investors -- including millennials, Gex-X, and baby boomers -- as well as investors from all tiers, from retail to ultra-affluent.

Join us on Tuesday, February 11th at the New York Yacht Club, to learn how marketers can develop marketing and messaging that attracts and engages prospects, clients, and centers of influence to the wealth management community.

This is a sponsorable event; contact FCS CEO Kevin Windorf for details/options.

FCS New York opens the New Year by continuing its CMO luncheon series. Our January speaker will be Paul Gennaro, SVP, Chief Brand & Communications Officer, Voya Financial, on Thursday, January 30th.

Voya's Retirement business is a leading provider of retirement products and services in the U.S., serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voya is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Join us for Paul's presentation entitled: "Five-Year Brand Learnings from Voya Financial:
Purpose Matters."

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

We are excited to host the 21st Annual FCS Race for Kids at the luxurious Stowe Mountain Resort. This legendary event brings together each component of the FCS mission: Community, Education, Philanthropy.

COMMUNITY: Race for Kids is a family-friendly event, where guests experience unparalleled personal and professional networking with industry colleagues. Spending time together skiing or riding on Mt. Mansfield, or just meeting up throughout the resort complex, our guests have ample  opportunity to connect and build relationships. The event also offers plenty of off-slope activities, including: • Ice skating • Cross-country skiing • Snowshoeing • Sledding • Sleigh rides • Gondola rides • Fitness center • Rock climbing • Outdoor heated pool • Top-rated spa • Restaurants • Shopping. Plus you can sign up for an organized Brewery Tour, or visit the nearby Ben & Jerry's ice cream factory on your own.

EDUCATION: The Marketing Summit component of the weekend will feature panel discussions and one-on-one interviews with senior marketers from leading financial brands and agency executives. These business sessions will be held Thursday evening (9pm-10pm) and on the afternoons (3:30pm-5:30pm) of Friday and Saturday. We're delighted to announce that we have confirmed participation from Brenda Tsai, CMO, BNY Mellon, Kevin LaPierre, Executive Director, Global Head of Customer and Product Marketing, CME Group, and Andrew Most, Vice President of Marketing Communication, Columbia Threadneedle, who was celebrated as the first runner-up in the 2019 FCS Financial Marketer of the Year Award competition last month.

PHILANTHROPY: Race for Kids is our biggest charity fundraiser of the year. 100% of our net proceeds is donated to:
• Hope & Heroes Columbia University Medical Center
• Downey Side Adoption Agency
• Make-A-Wish Foundation of Vermont

ATTENDING FCS RACE FOR KIDS REQUIRES A TWO-STEP PROCESS.

1. Book your accommodations. All activities will be held at the Lodge at Spruce Peak. Note: the FCS room block is sold out, but other rooms may be available. Call the Lodge at 1-888-478-6938. Mention FCS Race for Kids 2020.

• The Resort also offers Condos/Townhomes through Stowe Vacation Rentals that are a short drive from the Lodge. For more information, call 1-888-478-6938, and mention FCS Race for Kids 2020 to receive a discount.
• Note: there are plenty of other hotel options in Stowe.

2. Complete a registration form for you and your guests. To book your participation at the event, whether coming solo, with a family or group, or as part of a company-sponsored package, you must send us a completed registration form. We will then contact you for payment via credit card, or you may request an invoice for processing by your company (if applicable).

• Please email your completed registration forms (1 form for each guest) to FCS Admin Coordinator Vanessa Sandri.

DOWNLOAD REGISTRATION FORM

PARTICIPATION PRICING
Please download our Team/Individual Pricing Schedule to review the all-in pricing options. Packages cover Thursday evening reception (6-9pm); breakfast on Friday and Saturday; Friday night dinner (7-9:30pm); Awards reception on Saturday (5:30-7pm); afterparties on Friday and Saturday nights; Fireside Forums (Thurs 9-10pm; Fri 3:30-5:30pm; Sat 3:30-5:30pm).

Important notes:

• If you sign up as Ski/Snowboard, you will receive a deeply discounted 2 day lift ticket (your choice of days). Same price if you choose to use it for only one day.
• Guests are encouraged to book their Saturday evening dinner plans well in advance.

DOWNLOAD PRICING SCHEDULE

SPONSORSHIP PACKAGES
We encourage all guests to support this event through a Sponsorship Package.  All options can be customized to cover all your guests' participation.

Important notes:

• Accommodations are not included in sponsorship packages.
   
• Kids Adventure (ski/snowboard lessons for various levels) will no longer be covered in sponsorship packages. Parents should register online through www.stowe.com (see the "DISCOVER SKI SCHOOL / Lessons" section).  Note: Online registration will be available until Wednesday 1/8, after that, reservations will need to be made by calling Stowe directly at (802) 253-3685.
  • Please register well in advance  as enrollment is limited and typically sells out.  DO NOT wait to arrive in Stowe to make your arrangements.
  • During our Thursday night Registration, you can pick up your child / children’s ski program ticket(s). You will be directed on how/where/when to drop off your child on your scheduled days. For guests who are unable to pick up your tickets at the Welcome Reception on Thursday night, you can go to the front desk at the Adventure Center on Friday 1/10, Saturday 1/11 or Sunday 1/12 (between 8:00 am – 4:30 pm). Guests can try to register at Stowe at the Adventure Center, but it is highly possible that ski school will be sold out and Stowe will be unable to accommodate you.

To discuss sponsorship package options and to customize your package, please contact FCS CEO Kevin Windorf.

DOWNLOAD SPONSORSHIP PACKAGES

Any questions about Race for Kids and be directed to Kevin Windorf or FCS Board Chair Tim Hart.

THANK YOU FOR SUPPORTING THE FCS RACE FOR KIDS.
Since 2000, with your generosity, we've been able to raise more than $2.6 million for our RFK Charities.