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Breakfast

"Transformative Content Marketing Trends"

SAN FRANCISCOpast Event
2019
year
15
Oct
08:00
am
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Event Summary:

FCS West continues its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” Two monthly events will tackle different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trends and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the October breakfast in the series is "Transformative Content Marketing Trends."

Just as many financial services firms feel like they’ve finally found their groove with content marketing, the industry is embarking on its next phase of change. Text-based thought-leadership content may remain the medium of choice for most firms looking to establish their intellectual prowess, but increasingly their audiences are shifting their attention elsewhere, particularly to new, mobile-first media like podcasts, video, and interactive, bite-sized social content. Amid this always-shifting landscape, what is the new native content? And how has the shift changed the way marketers position their wider strategies around content and communications?

Questions about this and all FCS West events may be directed to FCS West President Pete Matthews, [email protected].

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Josephine ChewPanelist

    Vice President of Digital Marketing

    Wells Fargo
  • Tami DorseyPanelist

    VP, Brand Journalism

    Charles Schwab
  • Carolyn MorrisPanelist

    Content Marketing Editor

    Earnest, Inc.
  • Sean TysonModerator

    Chief Strategy Officer

    Quietly

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$70.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
Summit

SOLD OUT: Digital Marketing of Financial Services...

New Yorkpast Event
2019
year
10
Oct
08:00
am
View More Close

Event Summary:

THIS EVENT IS SOLD OUT. The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Digital Marketing of Financial Services 2020."

  • Hosted at Bloomberg's NYC headquarters, this is a FREE EVENT for FCS Members.  Registration is required.  Please contact FCS Admin Coordinator Vanessa Sandri at [email protected] or (617) 595-2912.
  • Once your membership is confirmed, your registration will be processed.  Please be sure to bring Photo ID to the event, otherwise lobby security will not allow you access to the event.

Top-line results on the most comprehensive research on digital marketing and media of the Wealth Management, Asset Management and Insurance industries will be revealed at this annual event. 

SUMMIT AGENDA

8:00 – 8:45 AM                Continental Breakfast and Welcome Reception

8:45 – 9:30 AM                Top Line Results of Digital Marketing of Financial Services 2020 Research Initiative
Presenters: Frank Dudley, Professor, Northwestern University and President, Brand New Media and Vijay Viswanathan PhD, Professor, Northwestern University and Lead Analyst, Brand New Media
Frank and Vijay will present top line results of the most comprehensive research conducted on digital marketing and media within the financial services industry.

9:30 – 10:00 AM              Marketing Officer Panel

Presenters: Brenda Tsai, Chief Marketing Officer, BNY Mellon; Fran Cashman, EVP, Global Head of Marketing and Communications, Legg Mason; Larry Black, Global Head of Marketing, FTSE Russell; Lauren Boyman, Managing Director, Chief Marketing Officer, Morgan Stanley Wealth Management; Mark McKenna, Head of Global Marketing, Putnam Investments

Our panel of senior marketers from some of the largest financial services firms will discuss the role of digital marketing and media within the overall marketing organization. They will discuss specific KPIs for digital, the role of data/analytics, how digital media is now planned and bought, and the roles of agency and consulting partners.

10:00 – 10:15 AM           Digital Excellence Awards

Rankings of Top Wealth Management, Asset Management and Insurance firms will be revealed in three key growth categories: Social Media, Mobile Experience and overall Customer Experience.

10:15 – 10:30 AM           Coffee Break

10:30 – 11:00 AM            The Future of Financial Advisory Services

Presenter: Michelle Lynn, Global Head of Data Science and Insight, Bloomberg Media Group

Michelle will present results and insights from the Bloomberg Financial Advisor Study, which reveals the world FAs see facing them as the new economy grows, the technology revolution continues, and more clients enter retirement.

11:00 – 11:30 AM           Digital Marketing Leadership Panel

Presenters: Daniel Allocca, Senior Managing Director, Global Head of Brand and Demand Generation, Nuveen; Amit Pandya, Director – Head of Digital Strategy and Platforms, New York Life Insurance Company; Anthony Vitalone, Head of Global Digital Marketing and Client Experience, VanEck; Keith Gormley, Vice President, Acquisition Marketing and Social Media, Prudential Financial; Jeanne Fu, Vice President, Digital Marketing, M&T Bank

Senior digital strategists from some of the largest and most successful financial services firms will discuss where digital is having the greatest impact on the business and their strategies and plans for 2020.  The discussion will primarily focus on Customer Experience Innovation and how data is being utilized to drive more personalized marketing with advisors and customers across multiple channels. Digital tools and technologies required to meet these business objectives will also be discussed.

11:30 – 12:00 PM           Customer Experience Innovation

Presenter: David Duncan, PhD, Co- Author of “Competing Against Luck: The Story of Innovation and Customer Choice” and Senior Partner, Innosight

David Duncan and Clayton Christenson (author of "The Innovator’s Dilemma") have recently co-authored “Competing Against Luck,” based on a simple yet profound idea: customers don’t buy products and services; they hire them to do a job. And understanding which jobs your customers need done is key to customer experience innovation.  David will share a new and innovative approach to unlocking customer need and business growth opportunity.

Featuring:

  • Frank DudleyKeynote Presenter

    President

    Brand New Media
  • Vijay Viswanathan, PhDKeynote Presenter

    Lead Analyst

    Brand New Media
  • David DuncanPresenter

    Senior Partner

    Innosight
  • Brenda TsaiPanelist

    Chief Marketing Officer

    BNY Mellon
  • Daniel AlloccaPanelist

    SMD, Global Head of Brand & Demand Generation

    Nuveen
  • Amit PandyaPanelist

    Director, Head of Digital Strategy and Platforms

    New York Life
  • Larry BlackPanelist

    Managing Director, Global Head of Marketing

    FTSE Russell
  • Frances CashmanPanelist

    EVP, Head of Global Marketing and Communications

    Legg Mason
  • Anthony VitalonePanelist

    Head, Global Digital Marketing & Client Experience

    VanEck
  • Lauren BoymanPanelist

    Managing Director, Chief Marketing Officer

    Morgan Stanley Wealth Management
  • Keith GormleyPanelist

    VP, Acquisition Marketing & Social Media

    Prudential Financial
  • Mark McKennaPanelist

    Head of Global Marketing

    Putnam Investments
  • Jeanne FuPanelist

    Vice President, Digital Marketing

    M&T Bank

THIS EVENT IS SOLD OUT.

Bloomberg, LP, 731 Lexington Avenue, Room: 7MRP, New York City
Social

FCS Charity Billiards Night in New York

New Yorkpast Event
2019
year
19
Sep
06:30
pm
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Event Summary:

FCS NYC is excited to host the inaugural FCS Charity Billiards Night (aka 'Shark Night'). Join us in Greenwich Village for a fun evening of pool, ping pong, darts and unparalleled industry networking.

Don't worry about your skill level, the house pros will be on site coaching you through your break, best combination play or, dare we say, Masse shot!

The event will feature two glorious hours of unlimited pool, unlimited premium open bar and plenty of food to energize your game. For those of us feeling our inner Tom Cruise or Paul Newman, we’ll host a special Indoor Office Olympics Tournament!

This will be a great night to bring your friends and colleagues, your best clients and your favorite prospects!

Sponsorship packages are available.
  • Billiards Presenting Sponsor: $1,500 (includes 10 tickets)
  • Shark Sponsor: $850 (includes 5 tickets)
  • Pool Pro Sponsor: $600 (includes 3 tickets)
  • 9-Ball Sponsor: $450 (includes 2 tickets) 

Net proceeds from this event will help drive our philanthropic mission for 2019-2020 as the FCS continues to support 7 children's charities nationally.  Since 2000, we've donated more than $2.6 million.  Come out and play for fun, come out and play for the kids!

To book a sponsorship, contact FCS CEO Kevin Windorf or one of our event co-chairs:

Paul Patella, BNY Mellon
Paul Leibowitz, Leibowitz Branding & Design
Abiy Bekele, SmartBrief

Want to get involved?  Contact the co-chairs to join the event committee.

Sponsors:

  • Billiards Presenting Sponsor:

    Bloomberg Media
  • Shark Sponsor:

    SmartBrief
  • Shark Sponsor:

    Blacklight/MA - Media & Analytics

Tickets:

Membership Price:
$150.00
Young Members Circle Price:
$140.00
Non-Member Price:
$175.00

This event has ended

Amsterdam Billiards & Bar, 110 E 11th Street (at Broadway), New York City
Lunch

Barbara Goose, Chief Marketing Officer, John Hanco...

New Yorkpast Event
2019
year
17
Sep
12:00
pm
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Event Summary:

NEW DATE: FCS New York is proud to welcome Barbara Goose, Chief Marketing Officer for John Hancock, as the guest speaker at our monthly CMO Luncheon series on Tuesday, Sept. 17.

John Hancock, the U.S. division of Toronto-based Manulife, supports approximately 10 million Americans with a broad range of financial products, including insurance, planning and advice, and retirement solutions.  The firm holds a top-tier brand awareness ranking with a 78% awareness score with US consumers.

Join us as we welcome Barbara Goose for her debut FCS presentation on "Customer Experience and Its Role in Bold, Relevant Marketing."

 

Sponsors:

  • Co-Sponsor:

    Smartology

Featuring:

  • Barbara GooseGuest speaker

    Chief Marketing Officer

    John Hancock

Tickets:

Membership Price:
$135.00
Young Members Circle Price:
$125.00
Branded Table (10) Price:
$1,750.00
Non-Member Price:
$195.00

This event has ended

The New York Yacht Club, 37 West 44th Street, NYC
Summit

SOLD OUT: "Financial Marketing 2020: Digital Strat...

Chicagopast Event
2019
year
12
Sep
08:30
am
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Event Summary:

THIS EVENT IS SOLD OUT.  The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Financial Marketing 2020: Digital Strategies Take the Lead."

Frank Dudley will present current insights from Brand New Media’s annual research along with distilled recommendations by which to prioritize digital marketing investment for 2020.  Key KPIs and a measurement framework will also be presented as well as the necessary components for creating an integrated, dynamic digital strategy for future growth.

The presentation will be followed by a moderated panel of digital strategists from top financial services firms, who will share how they’re harnessing the power of data and technology to drive more dynamic customer experiences.  Successes, learnings and future plans will be discussed in this interactive session.

Sponsors:

  • Presenting Sponsor:

    Brand New Media
  • Host sponsor:

    Northwestern University

Featuring:

  • Terence FreemanPanelist

    Director, Digital Client Experience

    Edward Jones
  • Matt PerryPanelist

    Head of Digital Marketing

    BMO Global Asset Management
  • Jack ThurstonPanelist

    Chief Marketing Officer

    Livingstone Partners
  • Frank DudleyKeynote Presenter

    President

    Brand New Media
  • Vijay Viswanathan, PhDKeynote Presenter

    Lead Analyst

    Brand New Media

Tickets:

Membership Price:
$100.00
Young Members Circle Price:
$75.00
Non-Member Price:
$125.00

This event has ended

Northwestern University, 303 E Wacker Drive, Chicago
Lunch

SOLD OUT: Dustin Cohn, Head, Brand Marketing for C...

New Yorkpast Event
2019
year
15
Aug
12:00
pm
View More Close

Event Summary:

THIS EVENT IS SOLD OUT.  FCS New York is proud to welcome Dustin Cohn, Managing Director, head of brand marketing for the Consumer and Investment Management Division of Goldman Sachs, including Marcus by Goldman Sachs®, as the guest speaker at our monthly CMO Luncheon series on Thursday, August 15.

Launched in 2016, Marcus by Goldman Sachs is a brand of Goldman Sachs Bank USA that offers no-fee, fixed-rate personal loans, high-yield online savings accounts and certificates of deposit.  The brand's stated goal is to help people achieve financial well-being.

Join us at the Harvard Club for a compelling introduction to one of the hottest brands in financial services. 

Dustin will be interviewed on stage by Kyle O'Brien, Creative Works Editor, for The Drum.

(Those of you who joined our March breakfast on Brand Relatability may remember that Marcus was ranked #1 by Millennnials and Gen Z.)

BRING YOUR BUSINESS CARDS to the lunch for a free raffle drawing.  Sponsored by Realtor.com, the prize will be 2 tickets to US Open Second Round Men’s/Women’s Tennis on Thursday, August 29.

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

Sponsors:

  • Presenting Sponsor:

    Twitter
  • Raffle Sponsor:

    Realtor.com

Featuring:

  • Dustin CohnGuest speaker

    Head, Brand Marketing: Consumer & Investment Mgmt

    Marcus by Goldman Sachs
  • Kyle O’BrienInterviewer

    Creative Works Editor

    The Drum.

Tickets:

Membership Price:
$145.00
Young Members Circle Price:
$135.00
Branded Table (10) Price:
$1,750.00
Non-Member Price:
$200.00

This event has ended

Harvard Club of New York City, 35 W 44th Street
Breakfast

SOLD OUT "What High-Net-Worth Investors Want from...

New Yorkpast Event
2019
year
06
Aug
08:00
am
View More Close

Event Summary:

THIS EVENT IS SOLD OUT.  FCS New York is delighted to again partner with CFA Institute on a summer breakfast event focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their Advisers."

High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs are not being met. CFA Institute research uncovered some unexpected findings that are relevant for financial advisers and those who market their services.

Join us for a presentation by Bob Dannhauser, head of Global Private Wealth Management at CFA Institute, who will then moderate a panel comprising marketing executives as well as a financial adviser to high-net-worth individuals.  The discussion will focus on how and where to reach highly coveted affluent audiences as they seek out financial advice and planning.

Sponsors:

  • Programming Partner:

    CFA Institute
  • Presenting Sponsor:

    Bloomberg Media Group
  • Presenting Sponsor:

    Condé Nast
  • Presenting Sponsor:

    Ogilvy
  • Partner Sponsor:

    CNBC
  • Co-Sponsor:

    NEO Media World

Featuring:

  • Bob DannhauserKeynote / Moderator

    Head, Global Private Wealth Management

    CFA Institute
  • Jessica FernandezPanelist

    Head of WMI Segment Marketing

    Invesco US
  • Adam TremblayPanelist

    Partner

    Kantar
  • Ben HarrisonPanelist

    Managing Director, Advisor Solutions

    BNY Mellon | Pershing
  • Stephen Mayrose, CFA®, CFP®Panelist

    First VP - Financial Advisor

    The Mayrose Group at Morgan Stanley

Tickets:

Membership Price:
$75.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Harvard Club of New York City, 35 West 44th Street
Social

SOLD OUT: FCS CMO EXCHANGE Talk Series, Vol. 3

New Yorkpast Event
2019
year
31
Jul
06:00
pm
View More Close

Event Summary:

THIS EVENT IS SOLD OUT.  Andrea Brimmer, Ally Financial, Russell Findlay, Hiscox, and Jennifer Grazel, RBC Capital Markets to headline our Members-Only Talk series on July 31st.

Back in June of 2016, the FCS launched a Talk Series called "The Exchange," which features senior marketers sharing their personal perspectives on topics that they believe have impact in our lives and professions.

We're back for Volume 3, and are delighted to announce that our featured speakers will be:

Andrea Brimmer, Chief Marketing & PR Officer, Ally Financial

  • Andrea's topic is "Life: Disrupted."

Russell Findlay, Chief Marketing Officer, Hiscox

  • Russ's topic is "In Defense of Storytelling."

Jennifer Grazel, Managing Director and US Marketing and Brand Officer, RBC Capital Markets

  • Jennnifer's topic is "Radical Humanism: Driving Change with Compassion."

The event will be held at The New York Times -- our exclusive host sponsor.  Tickets are strictly limited.  First come, first served.  This event will sell out so don't hesitate to reserve your tickets today.

THIS IS A MEMBERS-ONLY EVENT.  Just another great reason to start or renew your membership today!

Sponsors:

  • Presenting Sponsor:

    The New York Times

Featuring:

  • Andrea BrimmerFeatured presenter

    Chief Marketing and PR Officer

    Ally Financial
  • Jennifer GrazelFeatured presenter

    Managing Director and US Marketing & Brand Officer

    RBC Capital Markets
  • Russell FindlayFeatured presenter

    Chief Marketing Officer

    Hiscox

Tickets:

Membership Price:
$125.00
Young Members Circle Price:
$100.00

This event has ended

The New York Times, 620 8th Avenue, NYC