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Lunch

SOLD OUT "Financial Services Ad Agency Round-Up"

Chicagopast Event
2019
year
15
May
11:30
am
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Event Summary:

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.

Sponsors:

  • FCS Central Gold Sponsor:

    Investor's Business Daily
  • FCS Central Gold Sponsor:

    Wall Street Journal/Barron's Group
  • Event Sponsor:

    Investing Media Solutions

Featuring:

  • Kimberly BoonePanelist

    Group Director

    Ptarmigan Media
  • Ryan StoerPanelist

    VP, Associate Media Director

    Cramer-Krasselt
  • Ryanne BianchiniPanelist

    VP / Account Director, Media

    GroupeConnect
  • Chris ScullesModerator

    Partner, President, CCO

    McGuffin
  • Sana AhmedPanelist

    Go to Market Lead

    Accenture Interactive

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 of Chicago, 65 W Jackson Blvd.
Breakfast

"ESG: Passing Fad or the Future of Investing?"

SAN FRANCISCOpast Event
2019
year
14
May
07:45
am
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Event Summary:

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.

Sponsors:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

    Forbes
  • FCS West Gold Sponsor:

    Mitre Media
  • FCS West Gold Sponsor:

    Quartz
  • FCS West Gold Sponsor:

    Reuters
  • FCS West Gold Sponsor:

    The Wall Street Journal

Featuring:

  • Scott WentworthModerator

    Founder, CEO, and Head Financial Writer

    Wentworth Financial Communications
  • Lily BowlesPanelist

    Impact Research & Portfolio Management

    Swell Investing
  • Erin SaadePanelist

    Director, Global iShares Product Marketing

    BlackRock
  • Francisco MartinezPanelist

    Director, Impact Solutions

    Bank of the West

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
Award

SOLD OUT 25th Anniversary FCS Portfolio Awards Gal...

New Yorkpast Event
2019
year
09
May
05:30
pm
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Event Summary:

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

 

Sponsors:

  • Judges' Choice Award:

    The New York Times
  • Cocktail Reception & Guest Book:

    Investor's Business Daily
  • Dinner:

    Investopedia
  • DJ / After Party:

    Investing Media Solutions
  • Band:

    SmartBrief

Featuring:

  • Andrea BrimmerAwards Presenter

    Chief Marketing and PR Officer

    Ally Financial
  • Dipti KachruAwards Presenter

    Chief Marketing Officer, Chase Wealth Management

    Chase
  • Brenda TsaiAwards Presenter

    Chief Marketing Officer

    BNY Mellon
  • Lauren BoymanAwards Presenter

    Chief Marketing Officer, Wealth Management

    Morgan Stanley
  • Alison LazzaroAwards Presenter

    Head of Brand Development & Engagement, Individual

    Prudential Financial
  • Damon WebberAwards Presenter

    Senior Vice President – Global Markets Marketing

    Bank of America Merrill Lynch

Tickets:

Membership Price:
$550.00
Young Members Circle Price:
$525.00
Branded Table (10) Price:
$11,500.00
Non-Member Price:
$650.00

This event has ended

Ziegfeld Ballroom, 141 West 54th Street, New York City
Summit

SOLD OUT: FCS Education Summit "Creative Excellenc...

New Yorkpast Event
2019
year
09
May
08:00
am
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Event Summary:

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 Unionmoderated 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.

Featuring:

  • Duncan ShawOpening Keynote

    Executive Creative Director, Co-Founder

    Living Group
  • Wylie KainPanelist (Print panel)

    Vice President, Brand Strategy and Advertising

    OppenheimerFunds
  • Jennifer HalloranPanelist (TV panel)

    Head of Brand and Advertising

    MassMutual
  • John BrockelmanFeatured presenter (Integrated Marketing)

    Global Head of Brand Marketing & Communications

    State Street Global Advisors
  • Vivienne HsuModerator (Digital Creative panel)

    International Managing Director

    Cognito
  • Philip ByrneModerator (TV panel)

    President/Creative Director

    Soubriet Byrne Associates, Inc. and DNA Creative
  • Paul LeibowitzModerator (Print panel)

    President and Chief Creative Officer

    Leibowitz Branding & Design
  • Joanna McCormickPanelist (TV panel)

    VP, Brand Planning, Advertising & Media

    Ameriprise Financial Services
  • Suzie SmithPanelist (Print panel)

    Content Marketing Manager

    Hiscox USA
  • Jessica CavaleroPanelist (Digital panel)

    Senior Account Executive

    Prudential Financial
  • Miriam WolfPanelist (Digital panel)

    Digital Experience Manager

    J.P. Morgan Asset & Wealth Management
  • Kara SchemmelPanelist (Print panel)

    SVP, Group Creative Director

    Bank of America
  • Matt JohnsonPanelist (TV panel)

    Vice President Marketing

    CommunityAmerica Credit Union
  • Tad EhrbarFeatured presenter (Branded Content)

    Head, Consumer Media, Social, Content, Sports Mktg

    Citi
  • Jenn EldinFeatured presenter (Branded Content)

    SVP, Head of Global Content & Social Media

    Citi
  • Katy BradyPanelist (Digital panel)

    Director, Brand Activation and Experiences

    Invesco US

Tickets:

Membership Price:
$175.00
Young Members Circle Price:
$150.00
Branded Table (8) Price:
$1,800.00
Non-Member Price:
$245.00

This event has ended

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

"The Evolving Role of Financial Advisors"

Bostonpast Event
2019
year
08
May
08:00
am
View More Close

Event Summary:

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.

Sponsors:

  • Host Sponsor:

    Citizens Bank Wealth Management
  • Event Partner Sponsor:

    Investopedia

Featuring:

  • Francesca FedericoPanelist

    Principal and Co-Founder

    Twelve Points Wealth Management
  • Jason FridayKeynote Presenter

    Head of Wealth Management Planning

    Citizens Bank Wealth Management
  • Mansfield HolmesModerator

    Visiting Professor

    Suffolk University
  • Jeffrey SwettPanelist

    Managing Director of Wealth Management

    The Swett Group of UBS
  • Paul LamPanelist

    Principal, Regional Leader & Financial Advisor

    Edward Jones

Tickets:

Membership Price:
$65.00
Young Members Circle Price:
$55.00
Non-Member Price:
$90.00

This event has ended

Citizens Bank Banking & Wealth Center, 99 High St, Boston, MA 02129, USA
Breakfast

SOLD OUT "Activating Clients in the Digital World"

New Yorkpast Event
2019
year
30
Apr
08:00
am
View More Close

Event Summary:

THIS EVENT IS SOLD OUT.

The FCS is proud to partner with EY to bring "Activating Clients in the Digital World" as the topic of our April breakfast. The event will open with a presentation by EY's Amy Summy, Principal, Marketing Transformation, who will then moderate a panel discussion on how to engage clients with new digital offerings, products and experiences.

Some of the points we'll explore include:

  • How financial institutions are framing the digital experience for their clients.
  • What critical relationships and collaborations must be forged internally for an organization to be successful.
  • Where disruption is occurring withing financial marketing.
  • The reevaluation of marketing practices and communication strategies to allow clients to voice their views anytime and anywhere.
  • Where investments are being made to improve the customer experience (e.g., content, data, technology, channels, connected journey, customer service).
  • What skills and capabilities are now needed for marketing leaders to succeed in the digital world.

Join us for a deep look into the multi-faceted changes that are helping financial institutions undergo digital transformation.

Sponsors:

  • Exclusive Programming Partner:

    EY

Featuring:

  • Amy SummyKeynote & Moderator

    Partner, Marketing Transformation Leader, Digital

    EY
  • Daniel AlloccaPanelist

    Head of Brand and Demand Generation

    Nuveen
  • David WellsPanelist

    Chief Marketing & Communications Officer, IMD

    Goldman Sachs
  • Donald ChesnutPanelist

    Chief Experience Officer

    Mastercard

Tickets:

Membership Price:
$90.00
Young Members Circle Price:
$75.00
Branded Table (10) Price:
$1,150.00
Non-Member Price:
$140.00

This event has ended

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

"Scaling Editorial Content Solutions"

New Yorkpast Event
2019
year
24
Apr
08:00
am
View More Close

Event Summary:

FCS New York is delighted to partner with Reuters to stage a unique breakfast presentation about a unique financial marketing case study: Bank of America's successful content campaign from the World Economic Forum 2019.

When you're a global player and the stage is Davos, Switzerland, where the world's leaders in government, industry and culture gather for a pre-eminent meeting of the minds, you have to have a game plan to seize this branding opportunity.

On April 24th, at Reuters' New York headquarters, we'll hear from John von Brachel, SVP, Content Marketing Executive, Bank of America, about their campaign to engage their audiences through a dynamic and highly effective content program -- on an enormous, global platform -- driven by key partnerships with leaders in Journalism and Social Media.

Joining John on stage will be executives from those two partners: Jessica April of Reuters and Christine Smith of Twitter.

We invite you to come learn how to scale editorial content through social media solutions to connect with your clients, build your brand, and make a statement about your place in the world.

Sponsors:

  • Presenting Sponsor:

    Reuters

Featuring:

  • John von BrachelGuest speaker

    SVP, Content Marketing Executive

    Bank of America
  • Jessica AprilGuest speaker

    VP, Strategic Partnerships and Sales Strategy

    Reuters
  • Christine SmithGuest speaker

    Partner Manager, Global Content Partnerships

    Twitter

Tickets:

Membership Price:
$55.00
Young Members Circle Price:
$45.00
Non-Member Price:
$95.00

This event has ended

Reuters, 3 Times Square, New York City
Lunch

SOLD OUT: Niharika Shah, Prudential's Head of Bran...

New Yorkpast Event
2019
year
11
Apr
12:00
pm
View More Close

Event Summary:

THIS EVENT IS SOLD OUT.

FCS New York is proud to welcome Niharika Shah, Vice President, Head of Brand Marketing, Advertising and Global Insights, at Prudential Financial, as the guest speaker at our monthly CMO Luncheon series on Thursday, April 11.

A veteran presenter at FCS events, including FCS Race for Kids and the FCS Portfolio Awards, Niharika will return to our New York stage in a one-on-one conversation about Pru's latest strategies, the marketing landscape, and the ever-evolving role of financial marketers. She will be interviewed by Jack Otter, Editor-in-Chief of Dow Jones’ Wealth & Asset Management Group.

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

Sponsors:

  • Presenting Sponsor:

    Twitter

Featuring:

  • Niharika ShahGuest speaker

    Head of Brand Mktg, Advertising & Global Insights

    Prudential Financial
  • Jack OtterInterviewer

    Editor-in-Chief

    Dow Jones’ Wealth & Asset Management Group

Tickets:

Membership Price:
$140.00
Young Members Circle Price:
$135.00
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