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Breakfast

SOLD OUT "Activating Clients in the Digital World"

New Yorkpast Event
2019
year
30
Apr
08:00
am
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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
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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
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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
Breakfast

SOLD OUT "How Financial Marketers Get Content Righ...

Philadelphiapast Event
2019
year
02
Apr
08:00
am
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Event Summary:

THIS EVENT IS SOLD OUT.

The FCS makes a triumphant return to Philadelphia with a breakfast event on "Content Marketing," hosted by our sponsor, The Inquirer.

For the past few years, marketers have responded to the demand for Content Creation as a tool to increase engagement with their audiences. But ever since digital solutions opened the floodgates, consumers of content, both retail and institutional, have been drowning. How should marketers refine their output while still optimizing their tools and ensuring their message is getting seen, heard, understood and remembered?  How are marketers balancing social media content with content on their websites?  How are other channels being activated to deliver content-rich messaging?

Join us for an FCS Philly breakfast event featuring a panel discussion with senior marketers and comms professionals who will share how effectively managing their content strategy has impacted business results for their brand.

Sponsorships are available for this event.  Contact FCS CEO Kevin Windorf.

The breakfast will be held in Suite 300 at the Inquirer's offices at 801 Market Street.  Please enter the building off of 8th Street.

Sponsors:

  • Host Sponsor:

    The Inquirer
  • Raffle Sponsor:

    The Growth Strategy Group

Featuring:

  • Ed NiniPanelist

    Head of Investment Marketing & Strategy

    OppenheimerFunds
  • Jackie MonturanoKeynote Speaker

    Director, Client Strategy

    The Inquirer Solutions Group
  • Erin ArvedlundModerator

    Business Reporter

    The Philadelphia Inquirer
  • Rusty RahmerPanelist

    Head of Enterprise Digital Intelligence

    Vanguard
  • Justin PoserPanelist

    Director of Marketing, Enterprise Content Mgmt

    M&T Bank
  • Cynthia St. PierrePanelist

    Vice President, Marketing

    MassMutual

Tickets:

Membership Price:
$80.00
Young Members Circle Price:
$65.00
Non-Member Price:
$100.00

This event has ended

The Inquirer, 801 Market Street, Philadelphia
Breakfast

“Is Your Financial Brand Relatable?”

New Yorkpast Event
2019
year
26
Mar
08:00
am
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Event Summary:

The FCS is excited to partner with brand consultancy BrandCap to address the importance of Brand Relatabilty over a breakfast presentation and panel discussion.

BrandCap recently completed a study among 1,000 consumers, age 18-36, analyzing how well they connect to insurgent vs. incumbent financial services brands. Relatability correlates directly to consideration and trust, and BrandCap’s study reveals that the mindset of Millennials and Gen Z is at odds with traditional financial brands and their (perceived!) business models.

We’ll open this breakfast event with a presentation of the research findings by Ryan Arshad, U.S. Managing Director for BrandCap, followed by a panel of senior marketers moderated by BrandCap's U.S. Chairman David Martin.

Join us for a new conversation about brands, consumers and insights into how financial services brands can grow with highly coveted audiences.

Sponsors:

  • Exclusive Programming Partner:

    Brandcap

Featuring:

  • David MartinModerator

    U.S. Chairman

    BrandCap
  • Patricia Korth-McDonnellPanelist

    Chief Marketing Officer

    Better.com
  • Beth WoodPanelist

    VP, Chief Marketing Officer

    Guardian Life
  • Ryan ArshadPresenter

    Managing Director

    BrandCap
  • Dr. Jon RobertsPanelist

    President

    Dotdash Finance
  • Julia PawlingPanelist

    Manager, Global Brand Marketing

    AIG

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
Lunch

SOLD OUT "Marketing Personalization"

Charlottepast Event
2019
year
19
Mar
11:30
am
View More Close

Event Summary:

THIS EVENT IS SOLD OUT.

FCS Charlotte will stage its first event of 2019 on March 19th with a luncheon on "Marketing Personalization."

The event will open with a presentation by Jeff Turner, the head of RED Team at the Washington Post.  Jeff's team builds personalization tools and testing for the Post and develops white label offerings for the marketplace. He will then moderate a panel of clientside executives, who will address branding, digital, and compliance issues surrounding personalization.

The program will begin promptly at 11:45am.

At this event, we're introducing a new networking component: after the luncheon panel, we'll break for a "dessert mixer," (12:45pm) allowing all our guests to mingle with the speakers and each other over sweets and coffee.

For sponsorship opportunities, please contact FCS Charlotte VP Michael O'Donnell.

 

Sponsors:

  • FCS Charlotte Brand Partner:

    Ally Financial
  • FCS Charlotte Media Partner:

    The Washington Post
  • Event Partner Sponsor:

    mParticle
  • Dessert Mixer Sponsor:

    Marketo
  • Raffle Sponsor:

    The Plain Language Group
  • Bronze Sponsor:

    Quartz

Featuring:

  • Jeff TurnerKeynote / Moderator

    Director, Head of Ad Product - RED

    The Washington Post
  • Kevin HowardPanelist

    Senior Director, Digital Marketing

    Ally Financial
  • Gibran SalehPanelist

    SVP, Customer Engagement & Investments

    Bank of America
  • Cynthia Jon-UbabucoPanelist

    Senior Counsel

    Wells Fargo

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 St, Charlotte
Breakfast

"Blockchain & Crypto: How Do I Market This?"

SAN FRANCISCOpast Event
2019
year
19
Mar
08:00
am
View More Close

Event Summary:

FCS San Francisco's 2nd of 7 planned breakfasts in 2019 will address "Blockchain & Crypto: How Do I Market This?"

We’ll begin with a brief explainer to help you understand: What is it? Why should I care about it? And then our panel will dive into the finer points of how to explain it to your clients (either through advertising or marketing), why it matters, and the value of it as an investment opportunity.

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:

  • Hunter HorsleyPanelist

    Cofounder & CEO

    Bitwise Asset Management
  • David BickfordPanelist

    Managing Director

    CoinDesk
  • Austin TrombleyPanelist

    Vice President

    Franklin Templeton Investments
  • Matthew De SilvaModerator

    Reporter

    Quartz

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
Breakfast

"Winning over Women in Financial Services"

Bostonpast Event
2019
year
05
Mar
08:00
am
View More Close

Event Summary:

FCS Boston will stage a breakfast on "Winning over Women in Financial Services," featuring a research presentation and a panel discussion.

While the topic of women’s equality in both society-at-large and the workplace continues to dominate the media, many companies are still not making meaningful connections with women as consumers.  Join our panel of high ranking women in the financial sector of Boston to explore messaging, marketing and behavior in our niche world of financial communications. 

 

Sponsorships for this event are available.  Please contact FCS CEO Kevin Windorf.

Featuring:

  • Audrey LookerKeynote Presenter

    Senior Vice President, Qualitative

    Kantar
  • Brie WilliamsPanelist

    Head of Practice Management, Global SPDR Business

    State Street Global Advisors
  • Sonia SpirlingPanelist

    Alternative Investment Strategist

    Natixis Investment Managers
  • Janet BodnarModerator

    Editor-at-Large

    Kiplinger's Personal Finance
  • Monica DuganPanelist

    VP, Branch Office Manager

    Fidelity Investments

Tickets:

Membership Price:
$105.00
Young Members Circle Price:
$100.00
Branded Table (10) Price:
$1,250.00
Non-Member Price:
$140.00

This event has ended

Seaport Hotel & World Trade Center, 1 Seaport Lane, Boston