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FCS Education Summit "Creative Excellence Takes Center Stage"



Our Spring Education Summit will be dedicated to showcasing select winners from this year's FCS Portfolio Awards.

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  (full list of speakers to be confirmed)

“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 Jessica Cavalero, Prudential; Miriam Wolf, J.P. Morgan Asset & Wealth Management; moderated by Vivienne Hsu, Cognito

9:40am  “Spotlight on Integrated Marketing” - Nancy Brennan, Bank of America

10:00am  “Print is Alive & Creative” with Wylie Kain, OppenheimerFunds; Kara Schemmel, Bank of America; Suzanne Smith, Hiscox; moderated by Paul Leibowitz, Leibowitz Branding & Design

10:40am  “Spotlight on Integrated Marketing" with John Brockelman, State Street Global Advisors

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

11:40am  “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.


Nancy BrennanFeatured presenter (Integrated Marketing)

Global Head of Marketing, Banking & Markets

Bank of America

Nancy is the head of marketing for the corporate, commercial and institutional client segments at Bank of America.  She and her teams develop and deploy the advertising, conferences, sponsorships, thought leadership, digital, social media, and event programming for the firm globally. Following the acquisition of Merrill Lynch, Nancy led the Bank’s merger integration team that was responsible for re-branding the same businesses – and coordinated the development and implementation of the strategy to migrate to a single, global brand.  Prior to Bank of America’s acquisition, Nancy led various strategic programs and functions for Merrill Lynch, all aimed at growing the firm’s institutional client-facing businesses.  She oversaw business planning and strategic initiatives as the chief operating officer for global sales; headed up client strategy for the global prime brokerage business; built-out the operating and marketing infrastructure to grow the commercial real estate investment business; and, in a joint venture with Goldman Sachs, worked to establish BondBook, an electronic marketplace for trading fixed income securities. Nancy began her career with Merrill Lynch in the Treasurer’s office, where she held various positions with responsibility for managing the firm’s funding programs, subsidiary capital planning, currency exposure management, and operations reengineering. Nancy is a graduate of Ohio University and Harvard Business School’s Program for Management Development.

Jennifer HalloranPanelist (TV panel)

Head of Brand and Advertising


Jennifer Halloran joined MassMutual in 2016 as the Head of Brand and Advertising. In this role she is responsible for brand and customer strategy, research, and centralized marketing support to corporate, product, and field marketing campaigns. Ms. Halloran also oversees all advertising agency partners and engagement programs including social, content and media. She is also Head of MassMutual’s Community Responsibility and oversees vision and management of the MassMutual Foundation and all national programs involving community and employee responsibility and philanthropy. Her team also includes Customer Acquisition and Loyalty Programs and Customer Insights and Experience Research. She also has a direct management role overseeing the Heads of Marketing for all of MassMutual Product and Marketing Channels. Prior to joining MassMutual, Ms. Halloran worked in various marketing leadership positions in financial services and large scale advertising agencies. She spent over 10 years in various roles at Fidelity Investments managing their internal marketing agency teams as well as driving Brand, Advertising, and Integrated digital campaigns. Ms. Halloran also is founding partner of Mobiquity Inc, where she served as both Head of Strategy and CMO and it was during her tenure here that she was nominated one of the Top 20 Growth CMOs in Greater Boston. Prior to Fidelity she was a VP of Corporate Communications at Putnam Investments and served various account management roles at Hill Holliday and Digitas. Ms. Halloran holds a BA in both Economics and Political Science from Boston College and an MBA in Marketing and Entrepreneurship from Babson College.

John BrockelmanFeatured presenter (Integrated Marketing)

Global Head of Brand Marketing & Communications

State Street Global Advisors

John leads State Street Global Advisors’ brand, advertising, communications, social media and creative services teams. He led the successful Fearless Girl campaign winning 18 Cannes Lions, a record 5 Grand Clios and the Effie’s most effective brand and marketer of the year awards.  Prior to joining State Street in 2015, he held a number of communications and marketing roles at Fidelity Investments including leading executive, internal and corporate marketing communications teams. He currently serves on the Board of Directors at the Lawrence Boys & Girls Club, and earlier in his career served as a senior advisor to former Massachusetts' governors William F. Weld and Paul Cellucci.

Tad EhrbarFeatured presenter (Branded Content)

Head, Consumer Media, Social, Content, Sports Mktg


Tad Ehrbar is Head of Global Consumer Media, Social, Content & Sports Marketing at Citi, which he joined in 2011.

Wylie KainPanelist (Print panel)

Vice President, Brand Strategy and Advertising


Wylie Kain is the VP, Brand Strategy & Advertising at OppenheimerFunds. In this role, she is the firm’s primary brand steward, overseeing advertising and paid media, two external agency partners, and the internal Creative Services department responsible for the design and execution of the entire firm’s marketing and sales collateral. Wylie works closely with all areas of the organization to develop brand and product marketing strategies, creative concepts and media programs that deliver on business priorities in the shiniest ways possible, leveraging her luck in working at a firm that believes “good enough” isn’t good enough. Challenge the Index isn’t simply OppenheimerFunds’ creative platform, it’s the impetus for everything Wylie’s team touches. Wylie joined OppenheimerFunds in September of 2017. She cut her teeth as a client-side marketer at E*TRADE as VP, Marketing in a very similar role to the one she holds now. She spent the majority of her 20-year career on the advertising agency side, however, leading account management and business development teams at some of the country’s most famous firms, on some of its most famous brands. Extended life on the agency side gives Wylie a unique perspective on the power of creativity, the value of experimentation and the importance of constant optimization to drive business. This perspective anchors her relationships with her in-house and agency partners alike, and motivates her team to deliver the award-winning work they collectively, consistently and proudly produce. 

Joanna McCormickPanelist (TV panel)

VP, Brand Planning, Advertising & Media

Ameriprise Financial Services

Joanna McCormick is VP, Brand Planning, Advertising & Media at Amerprise Financial Services, which she joined in 2016.

Suzie SmithPanelist (Print panel)

Content Marketing Manager

Hiscox USA

Suzie Smith is Content Marketing Manager for Hiscox, which she joined in 2013.

Jessica CavaleroPanelist (Digital panel)

Senior Account Executive

Prudential Financial

Jessica Cavalero is a senior account executive for Prudential Financial’s in-house advertising agency. In this role, she is responsible for cultivating the Prudential brand narrative and developing integrated content-marketing initiatives, including the brand's new podcast "Everyday Bravery." Jessica has extensive experience working in the communications industry, including in marketing, PR and advertising. A passionate risk-taker, Jessica is excited by any opportunity to reach consumers through authentic storytelling that ultimately drives deeper engagement.

Miriam WolfPanelist (Digital panel)

Digital Experience Manager

J.P. Morgan Asset & Wealth Management

Miriam A. Wolf is the Digital Experience Manager for the Asset and Wealth Management Division of J.P. Morgan Chase & Co. She is responsible for the strategies and processes driving social, audio and AI engagement. Previously, she served in Asset and Wealth Management as Business Manager to the Chief Marketing Officer, coordinating numerous teams charged with delivering strategic marketing initiatives globally.

Kara SchemmelPanelist (Print panel)

SVP, Group Creative Director

Bank of America

Leading ECS’s creative team for wealth management takes world-class agency experience, financial knowledge and vision. That’s an exceptionally rare combination, and it’s what makes Kara the right person for the job. The avid skier—she started at age two and has spent many winters skiing the Austrian Alps—began her career as an art director at some of Boston’s top ad agencies. Over 14 years at Fidelity she supported almost all of the company’s business lines, from retirement sales to Family Office Services. Kara brought her skills to ECS in 2011, after a stint at a startup social network for physicians, and now pushes her team to develop unique, creative, differentiating approaches for ECS clients. She has earned numerous industry awards, and also has served as a judge for the Financial Communications Society and IHAF awards.

Jenn EldinFeatured presenter (Branded Content)

SVP of Global Content & Social Media


Jenn Eldin is SVP of Global Content & Social Media at Citi, which she joined in 2017.

Matt JohnsonPanelist (TV panel)

Vice President Marketing

CommunityAmerica Credit Union

Matt Johnson is the Vice President of Marketing at CommunityAmerica Credit Union. He has 19 years-experience establishing brand marketing and communications visions and strategies in industries including insurance, telecommunications and finance. He believes in the power of storytelling and bringing brands to life in unique ways. He believes in the power of people and collaboration, and that success is only attainable through shared commitment and accountability. Matt resides in the Kansas City metropolitan area with his wife and three children. He enjoys coaching and playing basketball and soccer, traveling with his family and playing guitar and piano. Matt received his Bachelor’s and Master’s Degrees in Communications and Journalism from the University of Kansas.

Duncan ShawOpening Keynote

Executive Creative Director, Co-Founder

Living Group

As a co-founder of Living, Duncan has over 20 years' brand and marketing experience for clients such as EY, Citi, HSBC, GE Capital, Morgan Stanley, Russell Investments, Harneys, Kasowitz, State Street and Nomura. During this time, Duncan has gained great insight into many of the current communication challenges within the financial, professional services and technology sectors. Duncan is also responsible for the development of new accounts and continued client relationships, strategic planning on large client projects, as well as the day-to-day management of Living's fast-paced businesses in London, Hong Kong and New York.

Vivienne HsuModerator (Digital Creative panel)

International Managing Director


Vivienne has over 16 years of marketing and communications experience. She started her career in advertising as an account strategist at Y&R Canada before moving to London to work at Ogilvy, TBWA and most recently at Grey Worldwide, where she led the digital and social media consulting practice.  She leads both the EMEA and US business and has extensive global experience working on integrated communications programs across a variety of financial and professional services clients.

Philip ByrneModerator (TV panel)

President/Creative Director

Soubriet Byrne Associates, Inc. and DNA Creative

Philip has almost 30 years of experience as an award winning creative director in advertising, branding and design in the financial services, consumer goods, fashion, travel, and healthcare industries. His clients have included American Express, Franklin Templeton Investments, Prudential Insurance, ADP, Lucent Technologies, Instinet, ITT Hartford, Sector SPDRs, Aberdeen Asset Management, MetLife, Standard & Poor's, Austrian Airlines, Finnair, EL Al, KLM, Air France, Switzerland Tourism, Holland, Guinness, Red Bull, International Papers and The International Olympic Committee. Philip is a native of Dublin, Ireland and has lived in New York for over 25 years. Specialties: Helping visionary Clients to create great moments.

Paul LeibowitzModerator (Print panel)

President and Chief Creative Officer

Leibowitz Branding & Design

Paul Leibowitz is President and Chief Creative Officer of Leibowitz Branding & Design, a 13-person agency specializing in financial services branding and marketing. For over 20 years, Leibowitz Branding & Design has worked with asset managers, wealth managers, alternative investors, hedge funds and insurance companies to develop brands and integrated digital and print marketing communications. Paul is on the board of the FCS and is a member of the Investment Adviser Association (IAA), the American Marketing Association (AMA) and the American Institute of Graphic Arts (AIGA) and has presented on website design and asset management at many industry events. Paul is a past Professor of Professional Practice at Syracuse University, teaching branding and communications design for several years. Paul has also lectured on entrepreneurship at Columbia University and Syracuse University.


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Until the Event

May 09, 08:00AM EDT
May 09, 12:00PM EDT


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