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Summit

20th Anniversary FCS RACE FOR KIDS Marketing Summi...

Stowe, Vermontpast Event
2019
year
03
Jan
04:00
pm
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Event Summary:

We are proud to host our 20th Anniversary FCS Race for Kids at the luxurious Lodge at Spruce Peak (formerly known as Stowe Mountain Resort). Our biggest charity fundraiser of the year, Race for Kids supports:

  • Hope & Heroes Columbia University Medical Center
  • Downey Side Adoption Agency
  • Make-A-Wish Foundation of Vermont

In addition to the many on-slope and off-slope activities for the whole family, there will be 3 days of Fireside Forums, featuring presentations and panel discussions with senior executives from leading financial institutions and their agencies, including:

  • Emily Pachuta, Chief Marketing Officer - Americas, Invesco
  • Stephen Tisdalle, Chief Marketing Officer, State Street Global Advisors
  • Marty Willis, Chief Marketing Officer, Nuveen

TO REGISTER, please visit www.fcsraceforkids.org.

Sponsors are turning out in force to support our event.  Our thanks to the following companies:

Seeking Alpha, Thursday Night Welcome Reception sponsor
Pershing, Breakfast sponsor
Investor's Business Daily, Friday Fireside Forum sponsor
AIG, Friday Dinner sponsor
InvestmentNews, Friday Dinner sponsor
Dow Jones, Thursday & Saturday Fireside Forums sponsor
Quantcast, Saturday Fireside Forum sponsor
FT, Saturday Awards Reception sponsor
Strategic Insight, Kids Camp sponsor
Reuters, Race Bibs sponsor & Billiards Tournament sponsor
Morningstar, Race Course sponsor
Mitre Media, Cookies & Hot Chocolate sponsor
Investing Media Solutions, After Party sponsor
SmartBrief, After Party sponsor

Team sponsors:

  • BNY Mellon
  • Fortune
  • Investopedia
  • Leibowitz Branding & Design
  • National Geographic
  • Stratevist
  • The New York Times
  • TIME
  • Twitter

Special thanks to Investor's Business Daily for their extraordinary donation made to FCS Race for Kids through their philanthropic foundation.

For more information, including SPONSORSHIP PACKAGES, please contact:

Event co-chairs

PLEASE BOOK YOUR ACCOMMODATIONS DIRECTLY WITH THE LODGE AT SPRUCE PEAK.

Please note that the discounted room block reserved by the FCS is sold out.

Click here to book your room online. You can also call the Lodge at (802) 760 4744.

For more info and options re Hotels, please visit: Accommodations.

Become a sponsor

Sponsors:

  • Presenting Sponsor:

    AIG
  • Special Annual Charitable Donation:

    Investor's Business Daily

To register, visit www.fcsraceforkids.org. For sponsorship packages, contact the Race for Kids Committee.

7412 Mountain Rd, Stowe, VT 05672, USA
Lunch

Dipti Kachru, CMO, Chase Wealth at FCS New York CM...

New Yorkpast Event
2018
year
13
Dec
12:00
pm
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Event Summary:

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.

Featuring:

  • Dipti KachruGuest speaker

    CMO, Wealth Management & Affluent Segment

    Chase

Tickets:

Membership Price:
$115.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,500.00
Non-Member Price:
$170.00

This event has ended

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

FCS NYC Holiday Spectacular "Silver & Gold"

New Yorkpast Event
2018
year
10
Dec
06:00
pm
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Event Summary:

Come celebrate another record year for the FCS as we toast 2018 with our "Holiday Spectacular: Silver & Gold" at The Lounge at ELMO in the heart of Chelsea.  We'll have a private room, open bar, hors d'oeuvres and a fantastic time. 

Here's what the media say about Elmo:

"Swanky, trendy décor and American ‘comfort’ cuisine, beautiful people and an achingly cool reputation make Elmo our pick for the best eatery of the year."

"The private lounge, beneath the bustling dining room, comes complete with original fixtures from Miami Beach’s legendary Eden Roc Hotel."

Be spectacular and don your favorite Silver or Gold attire and get ready to party, mingle and dance the night away with friends, old and new!

Sponsorships are available.  Contact event co-chairs: Greg Yates, Kirti Naik, Abiy Bekele, or FCS CEO Kevin Windorf.

Sponsors:

  • Silver Bells Sponsor:

    U.S. News & World Report
  • Bronze Blitzen Sponsor:

    Bloomberg Media
  • Bronze Blitzen Sponsor:

    Mitre Media
  • Copper Comet Sponsor:

    Dianomi
  • DJ Sponsor:

    SmartBrief

Tickets:

Membership Price:
$115.00
Young Members Circle Price:
$100.00
Non-Member Price:
$125.00

This event has ended

Elmo, 156 7th Avenue, New York City
Award

13th Annual FCS Marketer of the Year Award Gala, c...

New Yorkpast Event
2018
year
29
Nov
06:00
pm
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Event Summary:

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.

Become a sponsor

Sponsors:

  • Judging Day Host Sponsor:

    CNN Business

Featuring:

  • Lea StendahlFMY Award Winner

    Chief Marketing Officer

    E*TRADE Financial
  • Matthew QualeFirst Runner-Up

    Chief Marketing Officer

    Brighthouse Financial
  • Jennifer HalloranSecond Runner-Up

    Chief Marketing Officer

    MassMutual

Tickets:

Membership Price:
$350.00
Young Members Circle Price:
$325.00
Branded Table (10) Price:
$3,750.00
Non-Member Price:
$400.00

This event has ended

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

FCS YMC TALKS: "Navigating Your Career"

New Yorkpast Event
2018
year
27
Nov
06:00
pm
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Event Summary:

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.

Sponsors:

  • Exclusive Sponsor & Host:

    Seeking Alpha

Featuring:

  • Ken JohnstonPanelist

    Industry Manager, Financial Services

    Facebook
  • Melissa ScauriPanelist

    Executive Director

    Morgan Stanley
  • Paul PatellaPanelist

    Global Head of Asset Servicing External Comms.

    BNY Mellon
  • Maggie KiselickPanelist

    Vice President of Advertising

    The New York Times
  • Tom JagoModerator

    Managing Director

    The Ward Group

Tickets:

Young Members Circle Price:
$50.00
Non-Member Price:
$75.00

This event has ended

Seeking Alpha, 52 Vanderbilt Ave, New York City
Lunch

"The Voice Revolution: The Next Wave of Opportunit...

Charlottepast Event
2018
year
27
Nov
11:30
am
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Event Summary:

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:

Sponsors:

  • Partner Sponsor:

    The Washington Post

Featuring:

  • Ashley SpringKeynote & Moderator

    Marketing Research Director

    Ally Financial
  • Jason CookPanelist

    VP, SEO Team Lead

    Bank of America
  • Annie GranatsteinPanelist

    Head of WP BrandStudio

    The Washington Post
  • Kimberly GenoblesPanelist

    Chief Privacy Officer

    Ally Financial
  • David DodsonPanelist

    Technology Director

    Quartz

Tickets:

Membership Price:
$70.00
Young Members Circle Price:
$65.00
Branded Table (8) Price:
$640.00
Non-Member Price:
$85.00

This event has ended

Foundation for the Carolinas, 220 N Tryon Street, Charlotte
Lunch

Jason Hill, Goldman Sachs' Vice President, Brand &...

New Yorkpast Event
2018
year
14
Nov
12:00
pm
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Event Summary:

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.

Become a sponsor

Sponsors:

  • Raffle Sponsor:

    The New York Times

Featuring:

  • Jason HillGuest speaker

    Vice President, Brand & Content

    Golldman Sachs

Tickets:

Membership Price:
$140.00
Young Members Circle Price:
$125.00
Branded Table (10) Price:
$1,750.00
Non-Member Price:
$195.00

This event has ended

New York Yacht Club, 37 West 44th Street, New York City
Lunch

SOLD OUT: Marty Willis, Nuveen at FCS Chicago CMO...

Chicagopast Event
2018
year
13
Nov
11:30
am
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Event Summary:

THIS EVENT IS SOLD OUT.  FCS Chicago will stage a CMO Spotlight luncheon with Marty Willis, Chief Marketing Officer of Nuveen, the asset management unit of TIAA, on Tuesday, November 13.

TIAA is one of the oldest names in the retirement industry, founded by industrialist Andrew Carnegie in 1918.  In January 2017, TIAA renamed its asset management division Nuveen, taking the brand of a company TIAA purchased in 2014.

As a private asset manager with more than 100 years of service to clients, Nuveen brings together two great legacies to help investors around the world succeed. TIAA, pioneered retirement plans for teachers and other non-profit institutions, and Nuveen helped build America’s infrastructure through municipal finance.

TIAA created a unique structure that offers the scale of a large firm and the specialist expertise of investment affiliates with independent processes and cultures. Nuveen's standout capabilities include generating income for retirement, real assets, alternatives and responsible investing.

Marty Willis will discuss Nuveen's branding strategy and the marketing strategy for its products and services.

Sponsors:

  • FCS Chicago Gold Sponsor:

    Dow Jones
  • FCS Chicago Gold Sponsor:

    Investor's Business Daily
  • FCS Chicago Gold Sponsor:

    Seeking Alpha

Featuring:

  • Marty WillisGuest speaker

    Chief Marketing Officer

    Nuveen

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$75.00
Branded Table (8) Price:
$680.00
Non-Member Price:
$95.00

This event has ended

Union League Club, 65 West Jackson Boulevard, Chicago