Events

NEW DATE... FCS New York is proud to welcome Emily Pachuta, Chief Marketing & Analytics Officer for Invesco, as the guest speaker at our monthly CMO Luncheon series on Thursday, June 6.

Invesco is an independent investment management firm, managing more than $954.8 billion in assets on behalf of clients worldwide (as of March 31, 2019 ). With 7,000+ employees in 25 countries across the globe, Invesco manages investments across a comprehensive range of asset classes, investment styles and geographies.

One of the firm's guiding principles is "We are purely focused on delivering an investment experience that helps people get more out of life."

Join us in welcoming Emily Pachuta whose presentation will touch on how Invesco's marketing strategy brings this message to its clients.

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

BRING YOUR BUSINESS CARDS.  There will be 2 raffle drawings, sponsored by The New York Times: a $100 Amazon gift card, and a pair of New York Yankees tickets.

FCS San Francisco's 4th of 7 planned breakfasts in 2019 will address "Banking in a Cashless Society."

Ever since the introduction of the general-purpose credit card in the 1950s, the United States has been slowly moving toward a cashless society. In 2016, credit-card transactions eclipsed cash transactions globally, with the trend becoming more prevalent as technology continues to make paper currency irrelevant. But how will such a change influence the broader world of global financial services, from retail banking to investment management?

Join us for another content-driven event highlighted by shared insights, good conversations, and valuable networking.

FCS New York is proud to welcome Patrick McLean, EVP, Chief Marketing Officer for TD Bank, back to the New York Yacht Club as the guest speaker at our monthly CMO Luncheon series on Wednesday, May 22.  Since his last appearance in New York, Pat also served on a CMO panel for an FCS Philadelphia event.

TD Bank, America's Most Convenient Bank is one of the 10 largest banks in the U.S., with over 27,000 employees and deep roots in the community dating back more than 150 years. The Bank offers a broad array of retail, small business and commercial banking products and services to more than 9 million customers through its extensive network of approximately 1,250 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida.

Join us in welcoming Patrick McLean who will talk about TD Bank being "Unexpectedly Human."

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

THIS EVENT IS SOLD OUT.  FCS Central springs into its 2019 season with a highly anticipated “Financial Services Ad Agency Round Up” luncheon on Wednesday, May 15. The event brings together senior executives from media agencies who represent and specialize in financial services.  The peer-to-peer roundtable discussion will feature compelling case studies and success stories, as the agency execs divulge how they look to balance just the right amount of "cutting edge" creative and strategy with the ever-present need to be compliant in our heavily regulated industry. Our speakers will share their insights on navigating the cluttered and ever-evolving landscape of marketing and communications. 

Topics will include: 

• Emerging Trends
• Data & Analytics
• Customization & Personalization

Sponsorships are available for this event, and for the full-year slate of FCS Central events in Chicago and Milwaukee.  Please contact FCS Central President Rachel O'Block.

FCS San Francisco's 3rd of 7 planned breakfasts in 2019 will address "ESG: Passing Fad or the Future of Investing?"

Environmental, Social, and Governance (ESG) investing has taken the financial world by storm in recent years. Also known as socially responsible investing (SRI) or, more simply, sustainable investing, assets in the category now account for $12 trillion of the roughly $46 trillion in assets under professional management in the United States. But is this “do well by doing good” investment mentality a passing fad, or does it represent a new normal? For this event, we will bring together a panel of experts to answer this question and address the implications it has for professionals in the financial communications industry.

Please also join us for a special presentation of our annual donation to SEO Scholars, the charity supported by FCS West. We’ll also hear from them about their work transforming public high school students into confident college graduates.

Additional panelists to be announced.

THIS EVENT IS SOLD OUT!  The 25th Anniversary FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City.  Our legendary event returns to a famed landmark.

To learn more about the Awards and the Gala, please visit our dedicated Portfolio Awards page.

Branded tables ($11,500), half-tables ($6,000) and individual tickets are now on sale.
To reserve a half table, please contact FCS CEO Kevin Windorf.

ATTENTION FINALISTS:  You are entitled to a 20+% discount on your table/half-table. Please contact FCS CEO Kevin Windorf to make your reservations.

Many exclusive Sponsorship opportunities are availble.  Packages range from $1,625 for two tickets to $26,500 for Gold sponsorship with 2 tables.  Onstage opportunities are also available, please contact FCS CEO Kevin Windorf for details.

PROGRAM:
5:30pm Cocktail Reception, sponsored by Investor's Business Daily
7:00pm Plated Gourmet Dinner, sponsored by Investopedia
7:30pm Live performance by FCS rock band Hot Sugar, sponsored by SmartBrief
7:45pm Welcome, Race for Kids Donation
              FCS Portfolio Awards Hall of Fame Induction
              Presentation of 25th Anniversary FCS Portfolio Awards
9:00pm After Party, sponsored by Investing Media Solutions with Hot Sugar, DJ William.Grand, dancing until 11:00pm

THIS EVENT IS SOLD OUT.  Our Spring Education Summit will be dedicated to showcasing select winners from this year's FCS Portfolio Awards. SEE REVISED AGENDA BELOW.

This first-ever event was created in response to our membership's keen interest in learning more about the award-winning work that will be honored at the 25th Anniversary FCS Portfolio Awards Gala, on the evening of May 9.

So that very morning, we welcome to center stage a dozen senior marketers to discuss and present their creative work in a series of panel discussions and presentations.

Whether or not you're attending the Gala that night, you'll want to attend the Summit to get the behind-the-scenes insights into the amazing work that stood out in 2018.

AGENDA  (REVISED 05/06/19; FINAL)

“Creative Excellence Takes Center Stage”

8:00am  Registration / Networking

8:30am  Welcome

8:40am  “Brand Intelligence in Financial” - Duncan Shaw, Living Group

9:00am  “Digital Creative: Audio & Video” with Katy Brady, Invesco; Jessica Cavalero, Prudential; Miriam Wolf, J.P. Morgan Asset & Wealth Management; moderated by Vivienne Hsu, Cognito

9:35am  Break

9:50am  “Print is Alive & Creative” with Wylie Kain, OppenheimerFunds; Kara Schemmel, Bank of America; Suzanne Smith, Hiscox; moderated by Paul Leibowitz, Leibowitz Branding & Design

10:25am  “Spotlight on Integrated Marketing" with John Brockelman, State Street Global Advisors

10:45am  Break

11:00am  “TV is Creative for the Masses” with Jennifer Halloran, MassMutual; Joanna McCormick, Ameriprise Financial Services; Matt Johnson, CommunityAmerica Credit Union;  moderated by Philip Byrne, Soubriet Byrne Associates and DNA Creative

11:35am  “Spotlight on Branded Content” - Tad Ehrbar & Jenn Eldin, Citi

11:55am  Closing Remarks

12:00pm  Event ends

Sponsorships of the Education Summit are available, please contact FCS CEO Kevin Windorf.

FCS Boston takes a look at "The Evolving Role of Financial Advisors" over breakfast, hosted by Citizens Bank Wealth Management.

With the emergence of AI-driven wealth solutions, financial advisors must increasingly demonstrate value to clients beyond asset allocation. Through deeper discovery, advisors can change the narrative around financial planning and help clients adopt a more holistic view of their financial lives that goes beyond milestone planning (e.g., having a child) and investments.

The event will open with a presentation by Citizens Bank Wealth Management of the findings from its recent financial planning study.  The topic will then be explored by a panel of advisors and asset managers.

Join us for a discussion about the changing landscape for financial advisors and the most pressing challenges they are facing today, and how marketing and PR teams can partner with advisors to drive client engagement and education.