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"Transformative Content Marketing Trends"



FCS West continues its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” Two monthly events will tackle different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trends 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 October breakfast in the series is "Transformative Content Marketing Trends."

Just as many financial services firms feel like they’ve finally found their groove with content marketing, the industry is embarking on its next phase of change. Text-based thought-leadership content may remain the medium of choice for most firms looking to establish their intellectual prowess, but increasingly their audiences are shifting their attention elsewhere, particularly to new, mobile-first media like podcasts, video, and interactive, bite-sized social content. Amid this always-shifting landscape, what is the new native content? And how has the shift changed the way marketers position their wider strategies around content and communications?

Questions about this and all FCS West events may be directed to FCS West President Pete Matthews, [email protected].


Josephine ChewPanelist

Vice President of Digital Marketing

Wells Fargo

As a leader, Josephine is passionate about helping people and teams succeed. As an executive, she excels at navigating large organizations and finding the right set of motivations to bring a project to market. Josephine is a Vice President of Marketing at Wells Fargo, formerly Franklin Templeton & Schwab, trying to stay somewhere near the leading edge of new technologies. She has led large scale national and global digital advertising campaigns including media integration, search, social media, and content, and has spearheaded brand building through both digital and offline media, including PR through social media and CSR. Her business cards have her email on one side and “GET STUFF DONE” on the other. She enjoys fine rum, seeing new places and people who can read her mind.

Tami DorseyPanelist

VP, Brand Journalism

Charles Schwab

Tami Dorsey leads Charles Schwab’s Brand Journalism department, which produces and distributes the firm’s digital editorial content, video, podcasts, and print magazines. During her tenure at Schwab she has developed and implemented a comprehensive content marketing strategy, and has pioneered new ways to engage and educate clients and prospects so that they can make more informed decisions about investing, trading and personal finance.


Immediately prior to joining Schwab in 2010, Tami spent seven years as a consultant for a firm specializing in financial services marketing. Earlier in her career she led corporate communications for a venture capital research firm and managed magazines focused on software and web development. Tami received her B.A. in English and French from Haifa University.

Carolyn MorrisPanelist

Content Marketing Editor

Earnest, Inc.

Carolyn Pairitz Morris is the Content and Communications Lead at Earnest where she develops and oversees Earnest’s content strategy, with a focus on data-driven storytelling, client experiences, education, and SEO. Prior to joining Earnest she was a Senior Editor at Seeking Alpha. She earned her Bachelor’s in Finance from DePaul University.

Sean TysonModerator

Chief Strategy Officer


Sean is Chief Strategy Officer at Quietly, a full-service content marketing agency, where he helps marketing leaders drive their businesses with content. With over fifteen years of experience spanning traditional, digital, and content marketing, Sean has led global marketing initiatives for an array of category-leading organizations such as Adobe, Goldman Sachs, PayPal, PwC, Sotheby's International Realty, and the Toronto Stock Exchange. Prior to joining Quietly he was the Director of Strategy at Invoke Media where he drove innovative thinking for its client and its products (including Hootsuite) – in the process creating strategic partnerships with Facebook, Instagram, and Apple.


  • 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


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Omni San Francisco Hotel, 500 California Street at Montgomery Street Francisco
  • All ticket prices increase $15 per person on Oct. 14.
  • No refunds after Oct. 11.