Back to events

"Marketing During Generational Shifts"



FCS West concludes its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” The two monthly events tackled different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trend, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing, advertising, and media professionals in the finance vertical as well as other sectors speaking to creative and successful executions pushing the boundaries of current marketing capabilities.

The topic for the November breakfast in the series is "Marketing During Generational Shifts."

  • Our guest speaker is Kiki Burton, Head of Growth Marketing at Credit Karma. Having spoken at Programmatic, Journey and other recent industry events, Kiki has a depth of experience in financial marketing and technology.
  • In a fireside chat with Mike Henry, Financial Services Industry Director at Google, Kiki will share Credit Karma's perspective and journey on this increasingly important topic.
  • Google is our exclusive programming partner for this breakfast.


Millennials used to be known simply as those pesky digital natives poking at the conventions of the generations that came before them. But now that those born roughly between 1980 and 2000 are the biggest generation in the workforce, with hefty potential retirement savings dollars in tow, how can financial industry marketers looking to capture their attention adapt their strategies to better identify, engage and help this next generation of investors?

Kiki and Mike will talk about marketing during generational shifts and the strategic role of automation, machine learning and smart data in order to drive results and reach these important consumers.

Join us for an insightful conversation about the opportunities that abound for marketers.


Kiki BurtonGuest speaker

Head of Growth Marketing

Credit Karma

Kiki Burton is the Head of Growth Marketing at Credit Karma, where she oversees digital, acquisition, lifecycle and content marketing, as well as their marketing technology platform. She has a background in marketing technology, having most recently led product management for Audience Manager, Adobe's DMP.

Mike HenryInterviewer

Industry Director, Financial Services


Mike Henry oversees Google’s customer-facing teams that help the world’s leading Financial Services companies get the most out of the web. Over eleven years at Google, Mike has managed sales and marketing teams in both the US and Europe, always with a passion for marrying powerful technology with great marketing ideas to build brands and drive profitable growth. Immediately before joining Google’s Financial Services practice, Mike spent three years overseeing go-to-market strategy & deployment for Google’s performance marketing products, including search and measurement. Prior to Google Mike worked in broadcast media. He began his career at the Leo Burnett agency in Chicago. Mike earned his MBA from Stanford and his AB from Dartmouth. Outside of work Mike is active in fundraising for his alma maters, and serves on the Board of Project Open Hand. 


  • Exclusive Programming Partner:

  • FCS West Diamond Sponsor:

    Seeking Alpha
  • FCS West Platinum Sponsor:

    Bloomberg Media
  • FCS West Gold Sponsor:

  • FCS West Gold Sponsor:

  • FCS West Gold Sponsor:

    The Wall Street Journal


Membership Price:
Young Members Circle Price:
Branded Table (8) Price:
Non-Member Price:
Become a member to get member's price.
Buy Now

This event has ended.

Until the Event

November 19, 08:00AM PST
already ended


Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
  • All ticket prices increase $15 per person on Nov. 18.
  • No refunds after Nov. 15.