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15
Mar

SOLD OUT "Women: Investors, Savers, Consumers, Coveted Relationships"

Lunch

Summary

THIS EVENT IS SOLD OUT

For the past two years ago, the FCS hosted successful luncheons in New York and Chicago featuring panel discussions around the theme “Marketing Financial Services to Women.”  

Our goal is to continue to evolve that theme with stories of how brands are responding to the growing purchase-power of women, as well as their growing influence as a political force and social media voice.

  • How are financial marketers reacting... retrenching... rethinking...?
  • How has the opportunity to build consumer relationships with women changed... improved... become more challenging?

The FCS audience will learn how our industry leaders are addressing a segment that expects smart, elevated engagement from their financial partner.

 

Sponsorships for this event are available.

Speakers

Susan CanavariPanelist

Chief Brand Officer

Chase

Susan Canavari is the Chief Brand Officer for Chase leading brand strategy and development for the consumer and card brands including: advertising, integrated media planning and delivery, agency oversight, creative services, content and social media marketing. Susan built her career in the advertising industry working and building a range of brands. Prior to joining the firm in 2014, Susan worked at mcgarrybowen where she was an Executive Managing Director on the J.P. Morgan, Chase and JPMorgan Chase & Co. where she worked intimately with key leaders across the organization on planning, advertising, digital marketing and social strategic execution across all channels. Before her time at mcgarrybowen, Susan worked at Digitas where she was the first Managing Director of the Kraft One Digitas and MediaVest integrated media team which was established to serve as the Media Agency of Record for Kraft Foods. Prior to that, Susan worked at Ogilvy & Mather where she led the Time Warner Cable Brand and managed acquisition marketing activities for Lenovo. Susan loves building authentic and purpose-driven brands.  She has had the great privilege creating integrated marketing campaigns for other brands including Microsoft, General Motors, and Disney. She received her BS from Miami University with a major in Communications and Management, and her MBA from Boston College’s Carroll School of Management. Susan lives on the Upper West Side with her husband John, and pet Bojangles and is on the board of the Toby Project as well as the AdCouncil.

Jennifer LindauerPanelist

SVP, Director of Advertising, Global Consumer Mktg

Citi

As Senior Vice President, Director of Advertising—Global Consumer Marketing Organization, Jennifer oversees brand and advertising development for Citi’s North America consumer card products.  She leads internal and agency teams in the development of multi-media marketing campaigns and has also facilitated successful experiential activations such as Citi Bike, Citi Field and the Today Show and helped maximize Citi’s efforts around music, sports and content.  From brand to product, Jennifer has created engaging advertising campaigns that define the customer relationship with the Citi brand and drive business results. Beginning on the agency side, Jennifer amassed experience in CPG and Retail/Fashion, with brands including Oreo, Planters, Clairol, and Fila. Over the years, she acquired a breadth of experience in diverse advertising and marketing functions including consumer insights, creative strategy and development, broadcast and print advertising, digital marketing, social media, media planning, and brand management. Upon arriving at Citi, Jennifer launched Citi’s persuasive and emotional campaign, “Live Richly,” and developed the acclaimed Citi Identity Theft Solutions commercials. Jennifer later created the “What’s Your Story?” advertising campaign, which helped reshape Citi’s brand identity coming out of the financial crisis. The campaign outperformed the competition on key brand metrics and won a Gold Effie award. In recent years, Jennifer developed the advertising for Citi’s Double Cash card, one of the most innovative products in the Cash back category. The launch campaign won the 2015 Financial Communications Society (FCS) Financial Marketer of the Year award and went on to drive lifts in product awareness, advertising effectiveness and Net Promoter Score. Jennifer is now focused on development and deployment of the new “Welcome What’s Next” brand campaign.

Lori DillonPanelist

EVP Director Brand, Advertising, Consumer Strategy

Citizens Financial Group

Lori Dillon is Executive Vice President and Director of Brand, Advertising and Consumer Strategy, for Citizens Financial Group, Inc. Lori and her team are responsible for defining and delivering the company’s corporate brand strategy, the consumer bank strategy as well as integrated product marketing plans. Dillon has been with Citizens for 24 years in various management roles and has an extensive background in financial services and operations. She most recently served as Director of Customer Experience where the team developed and designed the implementation of all customer experience improvements.  This included oversight of customer research and insights, reporting analytics, and problem resolution activities.   Lori also served as Director of Risk Management, and Director of Marketing Operations and Chief Financial Officer for Citizens Bank of Massachusetts. Dillon received an MBA from Bentley College and a Bachelor’s degree in Business Administration from the University of New Hampshire.

Paula BrancatoPanelist

Financial Planner

Barnum Financial Group

Paula C. Brancato, MBA, CFP ® and 5-year Million Dollar Round Table (MDRT) member brings a wealth of business experience to Barnum Financial Group from her 20-year tenure in financial services. A graduate of the Harvard Business School, Paula honed her successful career in business as a consultant to investment banking clients, business owners and insurance companies. Paula’s specialties included providing investment banking advisory and business restructuring services for firms including Deloitte & Touche LLC, McKinsey & Company, Rogers Casey pension consultants, Morgan Stanley & Company and Alpha Omega Capital Partners. She partnered with numerous international companies to develop strategies for optimizing business performance and corporate value. Paula is also a graduate of LA Film School and an award-winning author, lecturer and filmmaker. She has been published in the Wall Street Journal, Virginia Quarterly, Newsday and CFO Magazine, among others. Her film and writing awards include National Screenwriters, Hemingway, Faulkner, and Best of the Internet. From 2005 to 2007, Paula served as a full-time lecturer at the University of California where she created the successful course, “Business of the Business,” highly popular with film and writing students. For her work in education, Paula also received the NYC Mayor's Community Service Award. Paula's varied background gives her unique insight into the financial challenges faced by high-net-worth executives, CEOs, intergenerational families, millennials, and members of the entertainment industry. Since 2009, she has used the culmination of her expertise specifically in advisory services to help her clients achieve their idea of a sound financial future. Paula is committed to the continuation of her education in Finance and has earned the Certified in Long Term Care (CLTC) as well as the Certified Financial Planner (CFP®) designations. Paula resides in Long Island City, NY and Palm Beach, FL with her lovely dog named Myrtle, a 55 lbs. sweetie made of pure muscle who loves people, cuddles, and other dogs. Paula remains an accomplished USGF National Gymnast (masters level) and, in her spare time, enjoys writing poetry, studying film and science and walking her dog.

Jenifer BermanModerator

SVP Marketing and Studios

Insider Inc.
Jenifer Berman is the SVP of Marketing at Insider Inc., where she oversees all marketing activities for Business Insider  Insider, and Insider Studios, including events, corporate marketing and product development. 
Prior to joining Business Insider, Jenifer was the Associate Publisher, Marketing at Vanity Fair, where she launched VF Studios, the brand's branded content group, as well as experiential marketing extensions, including the New Establishment Summit and Vanity Fair Founders Fair. Jenifer previously led global marketing and brand development at National Geographic. She began her marketing career at Conde Nast, and spent most of her tenure there at The New Yorker.  Prior to that she was an editor and journalist focusing on art and culture. She currently lives in Brooklyn with her husband and two sons.
Anita WatkinsKeynote Speaker

Global Head of Qualitative

Kantar

As the Global Head of Qualitative for Kantar, Anita is accountable for all elements of qualitative research across Kantar operating brands worldwide. At Kantar, we seek to inspire our clients, our people and society to create and flourish in an extraordinary world and we do so by drawing on the expertise of our research consultants that sit across 60 countries. Prior to being appointed Global Head of Qualitative, Anita successfully grew qualitative over 900% for Kantar TNS in North America, and transformed businesses in Latin America by building effective relationships with external and internal corporate clients.  A seasoned researcher, Anita focuses on providing insight into connecting consumers emotionally to brands to drive growth for Fortune 500 clients. She has extensive experience in new product development, brand strategy, communications, retail, and satisfaction research. Throughout her career, Anita has moderated hundreds of focus groups and one-on-one interviews for many Fortune 100 firms across CPG, Financial Services, Travel/Tourism, B2B and B2C audiences. Anita is a strategic thinker with a big heart and thrives on uncovering significant opportunities in the small details of everyday life. Anita currently serves on Unilever’s Expert Panel for its highly regarded qualitative accreditation program, and is recognized as an Accredited Professional Development Specialist for the Market Research Society in London.  She also serves on the Advisory Board for Michigan State University’s Master of Science in Marketing Research Program. Anita has a BS in Marketing, graduating magna cum laude, from the University of Dayton.

Tickets:

Membership Price:
$135.00
Young Members Circle Price:
$125.00
Branded Table (10) Price:
$1,750.00
Non-Member Price:
$185.00
Become a member to get member's price.
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March 15, 12:00PM EDT
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The New York Yacht Club, 37 West 44th Street, NYC
  • No refunds after March 12.
  • The New York Yacht Club requires proper attire: jackets for men, NO JEANS.