Events

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.

The FCS returns to The New York Times on November 7th for a moderated panel discussion on "Consumer Centricity."  All previous breakfast events held at the Times have sold-out, and this event is expected to as well.

The topic will focus on how financial services companies are navigating the challenges of consumer centricity. In the past, serious-minded categories like insurance or banks were exempt from providing seamless and enhanced consumer experiences. Today, that's all changed and consumers expect an Amazon-like experience from their bank and other regulated providers. The question becomes, how are financial institutions handling this new level of expectation from their customers, while balancing the imperatives of regulation and data privacy.  And how do marketers inject creativity, humanity, and authenticity in a digitally driven consumer experience?

Join us for another compelling discussion with a panel of top-notch marketers.

Seating is strictly limited to 60, and this event will sell-out.  Please reserve your ticket right away.

The FCS welcomes Living Group for a second annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers.  Living's CEO Kate Shaw will be on hand to reveal the rankings of the Top 10, as the report will be launched globally in conjunction with the FCS event.

Living Group evaluates the dotcom and social media functionality and content of leading financial services companies by sector. For the past 10 years, this full-service marketing agency has ranked the leaders and the stragglers and shone a spotlight on emerging trends in digital branding.

Panelists, to be announced, will represent brands ranked in the Top 20 of the 2019 Living Ratings.

FCS New York is excited to stage the 7th Annual Charity Libations Tastings. Join us for a three-hour tour de force soiree as we make a triumphant return to Terroir Tribeca for delicious hors d’oeuvres and multi-libation toasts.

The special business content component of this year's event will be a one-on-one interview with Maureen Duff, Managing Director for BNY Mellon, where she is the Global Head of Marketing and Communications for the Pershing, Issuer Services and Treasury Services businesses.  The questions will be asked by FCS Board Director Paul Patella, Director, Global Head of Asset Servicing External Communications at BNY Mellon.

Terroir Tribeca is owned by Paul Grieco, one of the sommeliers featured in the Netflix documentary “SOMM: Into the Bottle.”  Paul has been ranked #2 on the NYC wine power list and is recognized as the city's foremost Riesling expert. His restaurant is a charming destination in a très hot neighborhood, and he knows how to throw a tasting party! 

Terroir Tribeca is easy to get to. It’s on Harrison, just east of Greenwich Street with plenty of subway options:

• Red Line:  Franklin Street (1) / Chambers Street (2,3)
• Blue Line: Canal Street (A, C, E)
• Yellow Line: Canal Street (N, Q, R)

You'll be able to sample wines, beers, tequilas and whiskeys (but maybe not all of them, right?).  Join us to celebrate this Fall Classic with industry friends and colleagues.  Proceeds help drive the FCS philanthropic mission of supporting our Race for Kids charities.

SPONSORSHIP PACKAGES

FCS Chicago will host a luncheon on "Marketing Financial Technology to Investors" at the Union League Club.

Our panel of experts will discuss the importance of  the latest technology tools to investors.  From a marketing perspective, they'll discuss how various tech tools make a difference in lead generation, client engagement, and client loyalty.  The topic will cover AI tools, chatbots, smart devices, web apps and platform additions.

Join us for an insightful conversation around a marketing discipline that is carving out a growing piece of every financial marketer's budget.

FCS New York is delighted to continue our highly successful CMO luncheon series with guest speaker Jennifer Halloran, Head of Brand, Advertising, Community Responsibility and Customer Acquisition programs for MassMutual. The theme of her presentation will be "“Activating your brand – using moment-led strategies to surround your audience and make the message relevant.”

With 9,500 advisors, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits.

MassMutual's current marketing campaign centers around "Acts of Mutuality," which speaks to physical, emotional and financial ways that people support their loved ones.  Jennifer Halloran will share case studies with strategy and results of the 2018 campaigns that helped to "relaunch a very old and quiet brand.”

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

FCS Denver will stage an evening of cocktails, sharing ideas, and networking at our panel event exploring Content Marketing campaigns and their successful execution and evaluation. We’ll explore topics and answer questions about content from what to care about after launch to how to measure and evaluate success. Some of the questions we’ll tackle include:

• What data should I care about?
• How do I get that data?
• What engagement matters?
• How do I track engagement?
• What makes a successful content marketing campaign?

This event will provide you the unique opportunity to meet the key players in the Denver financial marketing industry and engage with thought leaders in the area. Don't miss this exclusive opportunity to socialize with local marketing influencers while enjoying complimentary cocktails and appetizers. Net proceeds from this and other FCS Denver events help fund our chapter's philanthropic mission of supporting children's charities.

We're delighted to be hosted by General Assembly. Here are a few important notes about venue:

• The building entrance faces southeast. There is no entry on Walnut Street. From Walnut St. walk north towards 40th street (away from RiNo Beer Garden) and then east along the building until you are able to walk south to the building’s front entrance which faces N Lafayette St.
• Lafayette Street will be closed to all thru-traffic, which means no street parking on either side.
• If you are using a ride-share, please go to 3825 N Lafayette St.
• There is free street parking in the neighborhood south-east of INDUSTRY RiNo Station.
• If you are lost, please call, (303) 963-9936.

PARKING MAP

On October 9th, FCS Milwaukee will stage its second breakfast of 2018.  The topic will be "Change Management: Best Practices for Communicating Significant Changes to Internal and External Stakeholders."

Whether a merger or acquisition, leadership change, or reorganization, how financial services firms communicate major changes to internal and external stakeholders can have major implications—good or bad. Communications around these major transitions can have regulatory implications and impact brand reputation, share price, investor confidence, client retention and employee retention, among other factors. 

Join the newest FCS chapter for a conversation on change management communications best practices with senior leaders from Baird, Northwestern Mutual and Actuant. Panelists will share their experience around a major change management event, including their communications strategy, outcomes, challenges and what they learned or may have done differently. Attendees will gain insights and practical advice they can take back to their own organizations.

This event is open to members and non-members of the FCS.

PARKING INSTRUCTIONS AT US BANK BUILDING