Webinar

On Monday, March 16, the FCS will again partner with Integreon to present a free virtual event on another pressing challenge for financial marketers: “Proving Marketing Value in a Margin-Squeezed World.” this panel discussion will examine how marketing leaders can demonstrate real business value in an environment defined by margin pressure, cautious spending, and unpredictable…

Assessing Risk, Adoption and Competitive Strategy The FCS is proud to partner with Financial Planning, an Arizent brand, for a free virtual event on March 12 exploring what financial advisors really think about artificial intelligence. AI adoption in wealth management is accelerating, but strategy is often lagging behind experimentation. As firms explore use cases across…

The FCS is excited to continue our Members Only Virtual Event Series with an exclusive interview with Heather Netrosio, Managing Director, Head of U.S. Client & Marketing Strategy, RBC Capital Markets. Join us on Monday, February 23, beginning at 12 noon ET, when Heather will make her debut on the FCS virtual stage following her…

For our November Members Only Virtual Event, the FCS is proud to welcome back to our virtual stage John Brockelman, Chief Marketing Officer, State Street Investment Management. Join us on Monday, November 17, beginning at 12 noon ET, when John — who won the FCS Financial Marketer of the Year in 2020 — will be…

We’re excited to launch Season 6 of FCS MOVES — our Members Only Virtual Event Series — when Krista Phillips, Chief Customer & Transformation Officer, M&T Bank, will be our guest speaker. On Monday, September 22, Krista will return to the FCS’ virtual stage, this time representing M&T Bank, which she joined in January of…

FCS WEST’s first-ever virtual event will focus on AI’s impact on traditional SEO and the shift from ranking to relevance. Our theme is “Your Brand Is Invisible to AI: Rethinking Search, Trust & Visibility in a World of Generative Answers.” Join us on Monday, October 6 when we’ll discuss how leading firms are adapting to…

The FCS welcomes the return of Living Group for the 9th annual presentation of its proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the top Global 100 Asset Managers. In this year’s sneak peek dubbed “Pump up the volume: amplify your brand,” Kate Shaw, CEO of Living Group, will present…

For our October Members Only Virtual Event, the FCS is delighted to welcome Stacy Hammond, Managing Director, Chief Marketing Officer for Charles Schwab. Join us on Monday, October 27, beginning at 12 noon ET / 9:00am PT, when Stacy will sit for a virtual fireside chat with Jack Otter, Global Head of Wealth and Asset…

On Wednesday, July 23, the FCS will again partner with Integreon to present a free virtual event on another pressing challenge for financial marketers: how to deliver bold, engaging campaigns while staying firmly within regulatory boundaries. With the theme, “Coloring Inside the Lines: Marketing Boldly While Remaining Compliant,” this dynamic panel discussion will bring together…

On June 23rd at 12 noon ET, the FCS will stage a free, virtual research presentation led by Phil Edelstein, founder of Substance Strategy & Creative, on the topic “What Financial Advisors Want from Marketing.” Over the past year, Substance interviewed over 75 financial advisors through its Advisor Roundtables program – a standing focus group…

For our April Members Only Virtual Event, the FCS is delighted to welcome Matt Alsted, Head of Marketing and Communications for Sands Capital. Matt will make his FCS debut on Monday, April 28, beginning at 12 noon ET. Based in Arlington, Virginia, Sands Capital invests globally and positions itself as a nimble, entrepreneurial firm. With…

From campaign planning to content creation, the best marketing teams run on well-defined workflows that drive efficiency and consistency. The FCS will partner with Integreon to present a free virtual event on Monday, March 10, featuring senior financial marketers from leading brands who will share how they optimize operations, leverage technology, and refine processes to…

FCS MOVES — our Members Only Virtual Event Series — kicks off 2025 with a spotlight conversation featuring Michael Bieselin, Chief Marketing Officer, Retirement Solutions at TIAA. Join us on Monday, January 27, beginning at 12 noon ET, for an in-depth discussion with Mike about TIAA’s 2025 go-to-market strategy for the its retirement business. Mike…

The FCS is excited to partner with first-time sponsor Getty Images for a free virtual event on “Visualizing Investment & Wealth Management in 2024.” Join us on Monday, November 4 at 12:00pm ET, when Tristen Norman, Head of Creative for Getty Images Americas, presents the latest VisualGPS data. With the actionable insights from this research,…