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"Digital Advertising Delivered: Transactional, Transparent, Transformative"



In our first Education Summit of 2018, the FCS will focus on the upheaval in Digital Advertising.  As the supply chain has been disrupted -- by the transformative power of technology and by its abuse, marketers must embrace a new vigilance in managing their digital advertising spend.

Metrics are being re-evaluated, partner relationships are being scrutinized in new light, and the whole online ecosystem is being approached more skeptically.  But as marketers, we can't turn away from the rewards of creating, executing and measuring an effective campaign.

This half-day FCS Executive Education Summit will give our audience the opportunity to hear from leading resource partners on the strategies and solutions that marketers should pursue.  And we'll talk with clientside financial marketers who are making these decisions every day.



  • Keynote presentation by David Bookspan, Amino Payments


Panel discussion with:

  • Melissa Scauri, Morgan Stanley
  • Jana Meron, Insider Inc.
  • Jim Rutenberg, The New York Times

Moderated by David Bookspan


  • Keynote presentation by Cabell de Marcellus, Dianomi


Panel discussion with:

  • Maryann Pulvirenti, Bank of America Merrill Lynch
  • Kimberly Boone, Ptarmigan Media
  • Mark Temple-Raston, Decision Machine

Moderated by Joe Webster, SmartBrief

Program begins at 8:30am and is expected to conclude at 11:15am.

Doors open for breakfast at 8:00am


Melissa ScauriGuest speaker

Executive Director

Morgan Stanley

Melissa Scauri joined Morgan Stanley's marketing team in New York as an Executive Director in 2017.  Her prior experience includes Carpenter Group, ADP, Merrill Lynch and Paine Webber. She had previously worked at Morgan Stanley as its Media Director for Firmwide Marketing.

Maryann PulvirentiGuest speaker

SVP, Digital Marketing

Bank of America Merrill Lynch

Maryann Pulvirenti is an award-winning digital and integrated marketer. In 2015, Maryann joined Bank of America Merrill Lynch’s Digital marketing team where she supports the digital marketing activities for Global Banking and Markets. Prior to joining BofAML,  Maryann worked at agencies such as Doremus, Merkley Newman Harty and Havas to create strong, strategic partnerships with innovative brands such as Volvo, MCI, New Balance, Charles Schwab, Gannett, to name a few.  Her extensive financial category experience includes Bankers Trust, NYSE, Charles Schwab, Equitable and OTCM.

David BookspanGuest Speaker

Founder / Executive Chairman

Amino Payments

David Bookspan has helped hundreds of successful businesses as a founder, investor, and board member. He is Founder and Board Director of Monetate, the global leader in easy-to-use, multichannel personalization software for brands across the globe. He is Founder and Board Director of Dreamit, a Philadelphia-headquartered accelerator and venture capital fund that has helped launch hundreds of companies like Parsely, SeatGeek, Level Up, Houseparty, and Adaptly. David started his entrepreneurial career as the Founder and CEO of MarketSpan, Inc., which lives on today as LexisNexis CourtLink. Prior to MarketSpan, David was a partner with Wolf, Block, Schorr and Solis-Cohen, LLP in Philadelphia. He graduated from Georgetown University Law Center. A sought-after speaker, David is passionate about Philly’s startup community and its talent, quality of life, and culture.

Jana MeronGuest speaker

VP of Programmatic & Data Strategy

Insider Inc.

Jana Meron is VP of Programmatic & Data Strategy for Insider. She played a pivotal role helping transform Business Insider into an industry pioneer that was early to embrace programmatic across its organization, and she oversees a sophisticated and singular private exchange. Previously, Jana worked at CBS Local Digital, where she was responsible for a majority of their indirect revenue, and an early employee at Google, working with publishers. Regarded as a programmatic thought-leader, Jana is a frequent speaker at industry events.

Joe WebsterModerator

Managing Director, Marketing


Joe Webster leads a team responsible for business development, content syndication and distribution in support of SmartBrief’s 200+ publications spanning over 15 industries. Previously, Joe was in charge of business development at Storyful, the world’s first social media news agency. Prior to that, he spent more than seven years at The Associated Press, where he led the U.S. digital marketing team and created much of the social media footprint in use by the news cooperative today. He also oversaw the digital marketing of AP’s multimillion-dollar broadcast business. You can find Joe on Twitter @jweb.

Cabell de MarcellusGuest speaker

Co-Founder and CTO


Cabell de Marcellus, Co-Founder and CTO, is responsible for the strategic development of dianomi’s native advertising platform for financial services and coded the original software. Prior to founding dianomi, Cabell was Head of Software Development and Equity Services at Interactive Investor where his software was a vital part of the $1BN flotation.

Jim RutenbergGuest speaker

Media columnist

The New York Times

After graduating college in 1993, Jim Rutenberg began working for the New York Daily News as a gossip stringer. He eventually worked his way up to becoming a general assignment reporter. In 1996, he was hired on staff and became a transit beat reporter. He left the Daily News in 1999 to work as a TV reporter for The New York Observer. One year later, he began working for The New York Times, where he was responsible for covering media and local politics. He has also served as City Hall Bureau Chief, and later as chief political correspondent for the Sunday magazine. In January 2016 he was named media columnist.

Kimberly BooneGuest speaker

Group Director

Ptarmigan Media

Kimberly Boone, brings an MBA and vast experience to the Ptarmigan team having managed large scale cross-platform marketing campaigns for leading financial accounts and major brands such as JPMorgan, Blackrock, Verizon Wireless, Georgia Pacific, and Canon to name a few. Her knowledge and skillset spans across all media disciplines, consisting of integrated media planning, with a strong focus in digital, as well as research, strategy, and sponsorship development. Kimberly runs the day to day media operations for Ptarmigan media Americas, overseeing a skilled management team and all 20+ B2B financial accounts at the agency.

Mark Temple-Raston, PhDGuest speaker

Founder, Chief Data Officer & Chief Data Scientist

Decision Machine

Mark Temple-Raston has over 20 years of global experience as an innovator and senior executive in information technology.  Mark founded business machine learning company, Decision Machine, in 2015 after 20 years on Wall Street.  Decision Machine’s scientific approach to machine learning ensures unbiased models for Market Science, and stark decision boundaries.  Prior to founding Decision Machine, Mark held global leadership positions at Citigroup in Global Functions, Enterprise Architecture Governance and the Chief Data Office.  Before Citigroup, Mark was an enterprise business architect and analyst in financial services, healthcare, pharma, logistics and aerospace. Mark holds a doctorate in Applied Mathematics and Theoretical Physics from the University of Cambridge, UK.


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Reuters, 3 Times Square, New York City
  • All ticket prices increase $25 per person on March 23.
  • No refunds after March 23.