Events

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

REGISTER FOR THIS FREE VIRTUAL EVENT

The FCS is proud to be a supporting partner of a new webinar series from the Marketing IMPACT Council™ on “Strategy, Marketing, and Communications in a COVID-19 Impacted World.” The inaugural online event is set for May 6th at 12 noon ET. The topic will be "The COVID-19 Reset: A Value-Based Strategic Path Forward." (A recording will be made available afterwards.)

The moderated panel discussion on a value-based strategic approach to responding to COVID-19 will feature:

• Noel Capon, Columbia University Business School, author of Managing MARKETING in the 21st Century
• Amy C. Edmondson, Harvard Business School, author of The Fearless Organization
• Jeffrey Henning, Chief Research Officer of Researchscape

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 need for businesses and nonprofits to reevaluate, adapt, and reposition their value propositions, and reset strategy/messaging for a new world.
• The importance of research and engaging with all stakeholders to understand how to create the greatest value for them.
• Why leaders need to have the courage to embrace uncertainty and unite their teams to succeed.

"The COVID-19 Reset” webinar 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

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