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Breakfast

SOLD OUT "Personalize or Perish"

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

THIS EVENT IS SOLD OUT. 

The first breakfast of 2019 for FCS NYC will focus on personalization, a topic commanding the interest and concerns of financial marketers eager to narrowcast their messages while managing privacy issues.

"Personalize or Perish" is brought to us by Idio, whose Chief Strategy Officer Kevin Li will serve as moderator for a panel discussion which will feature senior marketers finding success and ongoing challenges as they seek to incorporate personalization in their communications.

Facing increased competition and rising customer expectations, financial services leaders are investing in their digital customer experience. The standard has been set by consumer brands like Netflix and Amazon, whose responsive experiences perceive customer intent and deliver relevance in every interaction.

The discussion will open with a presentation by Forrester Research.

Join us as we kick-off a yearlong exploration of compelling topics in our monthly New York breakfast series.

Sponsors:

  • Exclusive Programming Partner:

    Idio

Featuring:

  • Crystal EastmanPanelist

    Managing Director, Advertising, CRM & Digital Exp.

    BlackRock
  • Kevin LiModerator

    Chief Straegy Officer

    Idio
  • Erik SchnebergerPanelist

    SVP, Head of Marketing

    OppenheimerFunds
  • Alyson ClarkePresenter and Panelist

    Principal Analyst

    Forrester Research
  • Sean KellerPanelist

    Head of Digital Marketing & Business Intelligence

    Voya Financial

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
Social

FCS YMC TALKS: "The Data Debate"

New Yorkpast Event
2019
year
19
Feb
06:00
pm
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Event Summary:

FCS YMC kicks off 2019 with a first-time YMC Talks event at The New York Times, and the focus will be "The Data Debate."

2018 was a year of data hacks, breaches and scandals, but more importantly, it was the year consumers became aware that their data is collected, and perhaps distributed, more often than they might think.

According to FastCompany, there were an estimated 3,676 data breaches in the first nine months of 2018 alone, putting it on track to have the second-most number of reported breaches in a single year.

So what does this mean for marketers?

As marketers, we rely on data. The recent influx of digital channels and shifting consumer behavior have made data-driven marketing a necessity. In a year where data privacy is more of a concern than ever before, and consumers inevitably become more reluctant to give up their data, how can financial marketers collect, analyze and implement data effectively?

Join us for a fresh conversation about the role of data.

Sponsors:

  • Host Sponsor:

    The New York Times

Featuring:

  • Allison MurphyModerator

    Vice President, Ad Innovation

    The New York Times
  • Kalli ChapmanPanelist

    Integrated Media Director

    Prudential
  • Jaime SeltzerPanelist

    Head of DBi US

    Havas Media
  • Jeannette YeePanelist

    Director of Marketing, Global Risk Solutions

    BNY Mellon

Tickets:

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

This event has ended

The New York Times, 242 W 41st St, New York City
Breakfast

"What Does Brand Safety and Suitability Mean for Y...

SAN FRANCISCOpast Event
2019
year
05
Feb
08:00
am
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Event Summary:

FCS San Francisco opens its 2019 breakfast series with a panel discussion on "What Does Brand Safety and Suitability Mean for Your Brand?"

With the ever-changing media landscape, how do marketers ensure their brand is aligned with appropriate and relevant content? In light of the continuing importance of automation and broad platform buying, whether programmatic or the myriad social media outlets, brands are striving to maintain their reputation and image through their marketing and communications efforts. Our panel of experts from across the media landscape will address questions like:

  • How do you define brand safety and brand suitability?
  • How does that influence your marketing and communications strategies?
  • How does that impact your messaging and advertising?
  • How does brand suitability play into determining your media mix and process for selecting partners?
  • What new technologies are you most excited about? And which are you taking a pass on?

Join us for another compelling conversation with marketing leaders from our San Francisco community and enjoy a great FCS networking event.

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:

  • Chris PortellaPanelist

    EVP, Client Business Partner/Co-Managing Director

    UM Worldwide
  • Brian QuinnModerator

    President

    OpenSlate
  • Andy McKinneyPanelist

    Managing Director, Digital

    Edelman

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
Social

SOLD OUT: 4th Annual FCS Rangers Night

New Yorkpast Event
2019
year
04
Feb
06:00
pm
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Event Summary:

THIS EVENT IS SOLD OUT!  THANK YOU!

Join us in a private suite for a great night of hockey and camaraderie as the New York Rangers take on the Los Angeles Kings.  This is our fourth year hosting this event, and it will be another sure-fire winner.

Seating is strictly limited, with preference going to Sponsors.

Here are the available packages:

  • Center Ice Sponsorship (Lead Sponsor): $4,400 (includes 11 tickets)
  • Power Play: $3,250 (includes 8 tickets)
  • Face-Off: $1,650 (includes 4 tickets)
  • Shoot-Out: $900 (includes 2 tickets)

All sponsors will receive branding on this web page and in email blasts.  Center Ice and Power Play sponsors will receive branding on-site at the event.

To book your sponsorship, contact event chairs:

Sponsors:

  • Center Ice sponsor:

    Blacklight/MA
  • Power Play sponsor:

    Financial Times
  • Face-Off sponsor:

    SmartBrief
  • Face-Off sponsor:

    MacMillan Communications
  • Face-Off sponsor:

    Investing Media Solutions
  • Shoot-Out sponsor:

    The Washington Post
  • Shoot-Out sponsor:

    Reuters

Tickets:

Membership Price:
$395.00
Non-Member Price:
$450.00

This event has ended

Madison Square Garden, 4 Pennsylvania Plaza, NYC
Lunch

"Millennials with Money" Research & Panel Luncheon

New Yorkpast Event
2019
year
17
Jan
12:00
pm
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Event Summary:

We open 2019 in New York with a research-driven luncheon on "Millennials with Money."  Edelman, our content partner for this event, will present their new research on the topic.

As a follow-up to Edelman's deep-dive study in 2016 on this generation’s relationship with money and financial services, the new study revisits these dynamics now that Millennials are beginning to approach their 40s, starting and growing families and paying more attention to growing their wealth. This research is based on a survey of 1,000 affluent Millennials (defined here as having at least $50K in investable assets or $100K in individual or joint income) with comparison groups of non-affluent Millennials and affluent Gen Xers.

Russ Messner, who is the General Manager for the Financial Services practice at Edelman, will moderate a panel discussion with the marketing leaders of three companies with distinctive interests in wealthy Millennials.

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

Sponsors:

  • Presenting sponsor:

    Realtor.com

Featuring:

  • Russ MessnerPresenter & Moderator

    General Manager, Financial Services

    Edelman
  • Aditi Javeri GokhalePanelist

    Chief Marketing Officer

    Northwestern Mutual
  • Christine ElliottPanelist

    EVP, Worldwide Communications

    Mastercard
  • Ali HassanPanelist

    Co-Founder/CEO

    Crescent Crypto Asset Management
  • Laura BargerP

    Chief Marketing Officer

    Center for Financial Services Innovation

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

37 W 44th St, New York, NY 10036, USA
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
View More Close

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
View More Close

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