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# FCS: The Financial Communications Society

## Sitemaps

- [XML Sitemap](https://thefcs.org/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [ICEBERG AHEAD](https://thefcs.org/industry-insights/iceberg-ahead) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications Markets have a way of looking calm right up until they’re not. Today’s headlines are a reminder of that illusion. Geopolitics and military actions breed uncertainty. Tariff-driven trade policy continues to whipsaw. The joyride of crypto has gone off the rails — again. And the AI narrative,
- [How Gen Z Redefines Trust and Brand in Financial Services and Fintech](https://thefcs.org/industry-insights/gen-z-trust-2026) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications For years, financial services marketers have treated Gen Z as a single audience: younger, digital-first, values-driven. That framing is convenient. It is also increasingly wrong. What Gen Z is really doing to financial services marketing is more disruptive — and more useful. This generation is fragmenting the
- [Creative Excellence in an Age of Readiness](https://thefcs.org/industry-insights/creative-excellence-readiness) - On behalf of the FCS, my thanks to O’Dwyer’s for the opportunity to share my perspective on the importance of creative excellence during a time where financial marketing and communications is rapidly shifting. In my article, “Creative Excellence in an Age of Readiness,” I write that for years our industry measured excellence by how clearly we
- [FCS Race for Kids Marketing Summit 2026 Photo Galleries](https://thefcs.org/uncategorized/rfk-2006-photos) - Explore the photo galleries from this year's epic "Summit in the Snow." PHOTO GALLERIES Our thanks to Doug Goodman, our longtime photography partner.
- [Enrollment EXTENDED for Members-Only Mentoring Program 2026](https://thefcs.org/national/mentoring-2026-extended) - With over 60 members already enrolled in our Members-Only Mentoring Program for 2026, the FCS has extended the enrollment period until Friday, January 9. Our program matches mentees and mentors based on their career goals, experience, and interests. Applications for both roles are open now and will now close on January 9. Mentoring will begin
- [Financial Marketing in 2026: Trust Is the Constant, Precision Is the Shift](https://thefcs.org/industry-insights/financial-marketing-in-2026) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications For financial marketers, 2026 will not be about chasing the next shiny channel. Trust will remain the non-negotiable foundation of the customer relationship. What will change is how that trust is earned, signaled, and reinforced across a more fragmented, data-sensitive media environment. Recent research from AdRoll and
- [Enrollment OPENS for Members-Only Mentoring Program 2026](https://thefcs.org/fcs-news/enrollment-opens-for-members-only-mentoring-program-2026) - The FCS is proud to announce the launch of the seventh season of our successful Members-Only Mentoring Program for 2026. Our program matches mentees and mentors based on their career goals, experience, and interests. Applications for both roles are open now and will close on December 31 (no exceptions). Mentoring will begin in January, kicking
- [10th Annual FCS Leadership Award honors Jennie Platt, TD Bank](https://thefcs.org/fcs-news/leadership-2025-platt) - Jennie Platt, Chief Marketing Officer for TD Bank U.S., has been selected as the recipient of the FCS Leadership Award for 2025. The trophy will be presented to Jennie at the 26th Annual FCS Race for Kids Marketing Summit, held at The Lodge at Spruce Peak, Stowe, Vermont, from January 11-14, 2026. The FCS Leadership
- [Nuveen and Tara Giuliano Named FCS Financial Marketer of the Year for 2025](https://thefcs.org/fcs-news/fmy-2025-nuveen-giuliano) - The Financial Communications Society (FCS) announced last night that Nuveen and Tara Giuliano, Chief Marketing Officer, have been named the 2025 FCS Financial Marketer of the Year. The award was presented during an award ceremony at the New York Yacht Club during a sold-out gala dinner. A panel of 17 senior marketing executives reviewed this
- [Double Win for Tara Giuliano as Nuveen Earns FCS Brand Reputation and Marketing Partnership Awards 2025](https://thefcs.org/fcs-news/reputation-partnership-2025-giuliano) - The FCS is proud to announce that Tara Giuliano, Chief Marketing Officer of Nuveen, has been selected as the recipient of two FCS Awards for 2025: the FCS Brand Reputation Award and the FCS Marketing Partnership Award, the latter shared with agency partners Ptarmigan Media and Forsman & Bodenfors. These honors recognize Tara’s significant leadership
- [Future Standard, Nuveen, Prudential Named to Shortlist for the 2025 FCS Financial Marketer of the Year](https://thefcs.org/fcs-news/fmy-2025-finalists) - On November 3, 2025, the FCS announced the shortlist of finalists for the 2025 FCS Financial Marketer of the Year Award (FMY). Listed alphabetically by company, they are: Stephen Tisdalle, Chief Marketing Officer, Future Standard Tara Giuliano, EVP, Chief Marketing Officer, Nuveen Richard Parkinson, Chief Brand and Marketing Officer, Prudential Financial The FMY Award recognizes
- [Brand Reputation in the Age of AI](https://thefcs.org/industry-insights/brand-reputation-and-ai) - Why the Brand Halo Matters by Kevin Windorf, CEO, FCS; CMO, 2112 Communications In financial services, brand reputation has always been a fragile asset. Something you’ve built, cultivated, and invested in over decades can be vulnerable to rapid and sometimes immediate erosion. Today, as AI reshapes how people discover, evaluate, and engage with brands, protecting
- [Call for award nominations: Leadership, Reputation, Marketing Partnership](https://thefcs.org/fcs-news/rfk-awards-2025-nominations) - Winners to be celebrated at FCS RFK Marketing Summit in Stowe, VT Nominations are now open for the FCS Leadership Award, the FCS Brand Reputation Award, and the FCS Marketing Partnership Award. These awards offer a unique opportunity for senior marketing executives, their brands, and their dynamic partnerships to be recognized on a national stage.
- [FCS Reaffirms Membership Pricing & Tiers thru 2026](https://thefcs.org/fcs-news/membership-pricing-2026) - With the start of our new fiscal year, the FCS has confirmed that the current membership pricing structure will remain in place through the remainder of 2025 and all of calendar year 2026. Corporate Membership We offer three tiers for Corporate Membership ($5,000; $7,500; $10,000); each level covers an unlimited number of employees. [Note: employees
- [In A Regulated, Automated World, Human Marketing Wins](https://thefcs.org/industry-insights/human-marketing-2025) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications Artificial intelligence is transforming marketing. Content is faster, cheaper, and endless. But for financial marketers, the challenge has not changed. It’s still about trust. Clients aren’t craving more perfectly targeted product pages or algorithmically ranked articles. They want clarity in the products we offer. They want confidence
- [New FCS Board Directors Announced FOR 2025-2026](https://thefcs.org/fcs-news/new-board-2025-2026) - The FCS has announced the addition of three new Board Directors. We are proud to welcome Kimberly Boone of Ptarmigan Media, Pasy Govindarajan of Citi, and Josh Rucci of Getty Images to the Board. The full FCS leadership team can be seen here.We’d also like to thank three Directors who have stepped down from the
- [Closing the Brand-Distribution Gap in Wealth Marketing](https://thefcs.org/industry-insights/closing-the-brand-distribution-gap-in-wealth-marketing) - How to ensure your best messaging reaches the field by Kevin Windorf, CEO, FCS; CMO, 2112 Communications In asset management, a strong brand is essential—but if your messaging doesn’t reach the advisors who sell your products, your brand’s value gets lost where it matters most. This is the brand-distribution gap, and it’s one of the
- [Pitching Your Own C-Suite](https://thefcs.org/industry-insights/pitching-your-own-c-suite) - How To Tell the Story Behind Your Marketing Data by Kevin Windorf, CEO, FCS; CMO, 2112 Communications In financial marketing, data is our default language. Site traffic, qualified leads, AUM lift, pipeline volume — these are the metrics we live by. But numbers alone rarely inspire. They inform, but they don’t persuade. And they often
- [Marketing in a Zero-Click World](https://thefcs.org/industry-insights/marketing-in-a-zero-click-world-is-ai-eating-your-traffic) - Is AI eating your traffic? by Kevin Windorf, CEO, FCS; CMO, 2112 Communications The value of traditional SEO is shifting – and fast. As AI-powered search tools and Google’s zero-click results become the norm, the playbook for driving organic traffic is being rewritten. For financial marketers and media pros, this is a fundamental challenge to
- [Brand Equity and Reputation: One Mission, One Leader](https://thefcs.org/industry-insights/brand-equity-and-reputation-one-mission-one-leader) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications In today’s hyper-transparent world, corporate reputation and brand equity are parallel tracks that are quickly converging. Brand equity is the value consumers place on your product or service based on their experiences and perceptions. Corporate reputation is how the broader public—customers, investors, employees, regulators—perceives your company as
- [In Financial Marketing, Bold Brands Build Trust](https://thefcs.org/industry-insights/bold-brands-build-trust) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications Trust has always been the currency of financial services. But in today’s hyper-fragmented, high-stakes environment, trust isn’t won by staying silent or safe, it’s earned through clear, consistent, and compelling brand behavior. That means it’s time for financial marketers to stop whispering and start speaking up with
- [New Appointments for FCS WEST](https://thefcs.org/fcs-news/fcs-west-2025) - The FCS has today announced the appointments of Courtney Phillips (The Daily Upside) as President of FCS WEST, and of Joanna Harrison (Harrison Strategic Narratives) as Vice President of FCS WEST. Court and Joanna just led our newly established FCS WEST Steering Committee on the June 4th production of a sold-out Education Summit in San
- [Social for Financial: Less Noise, More Nuance](https://thefcs.org/industry-insights/social-for-financial-2025) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications In a crowded digital landscape, financial marketers aren’t struggling to be seen — they’re struggling to be remembered. Social media, once a scrappy experiment for most firms, is now an essential channel. But the rules have changed, and success today demands more than activity. It requires clarity,
- [How the Right Agency Partnership Accelerates Growth](https://thefcs.org/industry-insights/right-agency-2025) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications In today’s high-stakes marketing landscape, the expectations placed on Chief Marketing Officers have never been greater, or more complex. CMOs are tasked with driving growth, optimizing spend, navigating an ever-evolving tech stack, and aligning cross-functional teams. For financial marketers in particular, the challenge is amplified by compliance
- [The Last Mile: Measuring Impact When Marketing Through Intermediaries](https://thefcs.org/industry-insights/last-mile-2025) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications For asset managers who distribute exclusively through intermediaries (advisors, RIAs, broker-dealers), the disconnect between marketing and measurable sales impact is a persistent challenge. Without direct access to the end investor, marketers struggle to quantify the effectiveness of their advertising and content efforts. But that doesn’t mean measurement
- [Rethinking Your Content Strategy for 2025](https://thefcs.org/industry-insights/rethinking-content-2025) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications Content strategy in financial services has hit a wall. We’ve outgrown the era of pushing out endless assets with vague goals. In 2025, content is no longer a “nice-to-have” — it's an imperative. Content is how you connect brand, performance, and trust. And that connection needs to
- [Turning Employees into Brand Ambassadors](https://thefcs.org/industry-insights/tl-2025-employee-brand-ambassadors) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications Financial services is driven by trust and your brand is only as strong as the people behind it. While marketers focus on media plans, messaging frameworks, and digital strategies, one of the most credible and underutilized brand channels is already on the payroll: your employees. When financial
- [Insights from the FCS RFK Marketing Summit 2025](https://thefcs.org/industry-insights/insights-from-the-fcs-rfk-marketing-summit-2025) - by Kevin Windorf, CEO, FCS; CMO, 2112 Communications Over three days in the picturesque setting of Stowe, Vermont, financial marketing, media, and communications professionals gathered at the 25th Annual FCS RFK Marketing Summit to exchange ideas, share strategies, and set the course for financial marketing in 2025. Alongside the FCS Portfolio Gala, the Summit is
- [FCS Portfolio Awards Honor Best in Financial Marketing and Communications for 2024](https://thefcs.org/fcs-news/pa31-winners-2025) - Trust & Will scores top prize for “Make It Count” TV Campaign Bank of America dominates the competition with 3 Best in Show Awards for work on its 2024 Boston Marathon Sponsorship American Express, Invesco QQQ, and PNC Bank each take home a Best in Show DOWNLOADABLE LIST OF WINNERS NEW YORK (May 2, 2025)
- [FCS RFK Marketing Summit 2025 Photo Galleries](https://thefcs.org/fcs-news/fcs-rfk-2025-photos) - SUNDAY WELCOMERECEPTION sunday EVENINGfireside forumS monday morningfireside forums MONDAY AFTERNOONFIRESIDE FORUMS MONDAY CHARITYDINNER THE RACE TUESDAY AFTERNOONFIRESIDE FORUMS TUESDAY AWARDSRECEPTION We invite you to relive the moments that made this year's RFK Summit unforgettable. With over 500 photos capturing the energy, connections, and highlights, these galleries allow you to relive the memories and imagine the
- [FCS Opens Enrollment for Members-Only Mentoring Program 2025](https://thefcs.org/fcs-news/mentoring-launch-2025) - The FCS is proud to announce the launch of our Members-Only Mentoring program for 2025. This will be our sixth year running this successful initiative. Our program matches mentees and mentors based on their career goals and mentor experience and interests. Applications for both roles are open now and will close on January 17th (no exceptions).
- [Enrollment Period Extended for Members-Only Mentoring Program 2025](https://thefcs.org/fcs-news/enrollment-period-extended-for-members-only-mentoring-program-2025) - With over 35 members already signing up for this year's program, the FCS has decided to extend the enrollment period for our Members-Only Mentoring program. The new deadline is Friday, January 17th. Our sixth year of this successful initiative is shaping up to be a record-setter! Our program matches mentees and mentors based on their
- [Travelers and Lisa Caputo Named FCS Financial Marketer of the Year for 2024](https://thefcs.org/uncategorized/fmy-2024-travelers-news) - photo gallery The FCS announced last night that Travelers and Lisa Caputo, EVP & Chief Marketing, Communications and Customer Experience Officer, have been named the 2024 FCS Financial Marketer of the Year. The award was presented during an award ceremony at the New York Yacht during a sold-out gala dinner. A panel of 13 senior
- [9th Annual FCS Leadership Award honors Jennifer Grazel, RBC Capital Markets](https://thefcs.org/fcs-news/leadership-award-2024) - Jennifer Grazel, Global Chief Marketing Officer for RBC Capital Markets, has been selected as the recipient of the FCS Leadership Award for 2024. The trophy will be presented to Jennifer at the prestigious 25th Anniversary FCS RFK Marketing Summit, held at the Lodge at Spruce Peak, Stowe, Vermont, from January 5-8, 2025. “The FCS is
- [Inaugural FCS Marketing Partnership Award honors iShares by BlackRock, Edelman and Lil Sweet Treat](https://thefcs.org/uncategorized/partnership-award-2024) - For the first-ever FCS Marketing Partnership Award, iShares by BlackRock has been named the winner, along with its agency Edelman and a viral candy shop in New York City named Lil Sweet Treat. This award celebrates the exceptional achievement of a marketing partnership that exemplifies innovation, strategic alignment, and outstanding results. The FCS recognized iShares’
- [Inaugural FCS Brand Reputation Award honors Jaime Mann & AllianceBernstein](https://thefcs.org/fcs-news/reputation-award-2024) - Jaime Mann, VP/MD, Head Of Creative Services & Global Brand Management for AllianceBernstein (AB), has been named the winner of the FCS Brand Reputation Award for 2024. This is the inaugural year for this award, which celebrates a financial company whose marketing executive has excelled in building a positive, cohesive image for their brand, while
- [Invesco, TIAA, Travelers Named to Shortlist for the 2024 FCS Financial Marketer of the Year](https://thefcs.org/fcs-news/fmy-2024-finalists) - On October 30, 2024, the FCS announced the shortlist of finalists for the 2024 FCS Financial Marketer of the Year Award (FMY). Listed alphabetically by company, they are: Matthew Heath, Chief Marketing Officer, EMEA & North America, Invesco Micky Onvural, Chief Marketing & Communications Officer, TIAA Lisa Caputo, EVP & Chief Marketing, Communications and Customer
- [FCS Launches Prestigious New Awards to Celebrate Excellence in Financial Marketing](https://thefcs.org/fcs-news/new-awards-2024) - Winners to be celebrated at 25th Anniversary FCS RFK Marketing Summit The FCS is proud to announce the launch of two new awards that will spotlight brand engagement, advocacy, and collaboration in the financial services industry. Nominations are now open for the FCS Brand Reputation Award and FCS Marketing Partnership Award, offering a unique opportunity
- [Call for Nominations: FCS Financial Marketer of the Year Award](https://thefcs.org/fcs-news/fmy-call-for-noms-2024) - The FCS has today opened the call for nominations for the 19th Annual FCS Financial Marketer of the Year (FMY) Award. This prestigious Award recognizes innovation, creativity and impact in the financial services / fintech marketplace, and rewards the marketer and the marketing leader responsible. The 2024 Award will celebrate a strong marketer and its
- [New FCS Board Directors Announced](https://thefcs.org/fcs-news/new-board-directors-2024) - The FCS has announced the addition of four new Board Directors. We are proud to welcome Max Alex of Mizuho Americas, Greg Clunies of Ameriprise Financial, Chris Konowitz of Hearst Magazines, and Patty Sachs of Publicis to the Board. The full FCS leadership team can be seen here.We’d also like to thank three Directors who
- [FCS Reaffirms Membership Pricing & Tiers thru 2025](https://thefcs.org/fcs-news/membership-pricing-2024-2) - With the start of our new fiscal year, the FCS has confirmed that the current membership pricing structure will remain in place through the remainder of 2024 and all of calendar year 2025. Corporate Membership We offer three tiers for Corporate Membership ($5,000; $7,500; $10,000); each level covers an unlimited number of employees. [Note: employees
- [FCS Portfolio Awards Honor 2023’s Best in Financial Marketing and Communications](https://thefcs.org/award/fcs-portfolio-awards-honor-2023s-best-in-financial-marketing-and-communications) - State Street Global Advisors scores top prize and B2B Best in Show for its “MDY Mid-Cap Cup” Mizuho Americas nabs 2 Best in Show Awards, as MassMutual, American Century Investments, and UBS win one each Bank of America takes home 37 trophies FULL LIST OF WINNERS GALA PHOTO GALLERY #1 GALA PHOTO GALLERY #2 NEW
- [FCS Announces the 2024 Class of the FCS Portfolio Hall of Fame](https://thefcs.org/fcs-news/fcs-announces-the-2024-class-of-the-fcs-portfolio-hall-of-fame) - The Financial Communications Society (FCS) is thrilled to announce the inductees to the 2024 Class of the FCS Portfolio Hall of Fame, a prestigious recognition created in 2019 to honor deserving and lasting work among previous winners of our esteemed Portfolio Awards competition. State Street Global Advisors’ “Fearless Girl”, E*TRADE’s "Time Out Solitary" and OppenheimerFunds’
- [Job Opening: FCS Admin & Comms Coordinator](https://thefcs.org/fcs-news/job-opening-fcs-administrative-coordinator) - The FCS has opened a job search for a new Administrative & Communicatoins Coordinator. Targeted hire date in April 15, 2024. FCS Administrative & Communications Coordinator; Remote / New York About the position The Coordinator will be responsible for a range of administrative, communications, research and New York event management duties working in close partnership
- [Marketing in Motion: Shaping the Future of Financial Services](https://thefcs.org/research/sentiment-report-2024) - In December 2023, the Financial Communications Society polled over 250 client-side marketers from our community and made our inaugural Marketer Sentiment Survey available to other financial marketers through LinkedIn. Nearly two-thirds of our survey participants focus on B2B marketing, with the remainder divided between B2C or B2B2C, and there's a fairly even split in their
- [FCS RFK Marketing Summit 2024 Photo Galleries](https://thefcs.org/fcs-news/fcs-rfk-marketing-summit-2024-photo-galleries) - A picture is worth a thousand words. How many priceless stories can be retold with photo galleries of more than 800 pictures? Enjoy these photos that cover this year's Fireside Forums (Monday and Tuesday sessions), our Group Charity dinner, the Race on Competition Hill for skiers and snowboarders, and our Awards reception. During the three-day
- [Call for Entries for FCS Portfolio Awards Now Open](https://thefcs.org/fcs-news/call-for-entries-for-fcs-portfolio-awards-now-open) - FCS Announces Opening of the 30th Annual FCS Portfolio Awards The Financial Communications Society (FCS) proudly announces the opening of the prestigious FCS Portfolio Awards, marking its monumental 30th year in celebrating creative excellence in financial marketing, communications and media. Starting January 2, 2024, industry professionals are welcome to submit their best work from 2023,
- [FCS Opens Enrollment for Members-Only Mentoring Program 2024](https://thefcs.org/fcs-news/fcs-opens-enrollment-for-members-only-mentoring-program-2024) - The FCS is proud to announce the launch of our Members-Only Mentoring program for 2024. This will be our fifth year running this successful initiative. Our program matches mentees and mentors based on their career goals and mentor experience and interests. Applications for both roles are open now and will close on January 19th (no exceptions).
- [Northwestern Mutual and CMO Lynn Teo Named FCS Financial Marketer of the Year for 2023](https://thefcs.org/fcs-news/fmy-2023-winner) - PHOTO GALLERY The Financial Communications Society (FCS) announced tonight that Northwestern Mutual and Chief Marketing Officer Lynn Teo have been named the 2023 FCS Financial Marketer of the Year. The award was presented at the New York Yacht Club during a sold-out gala dinner. A panel of 14 senior marketing executives reviewed this year’s diverse
- [Nominees Announced for FCS Portfolio Hall of Fame 2024](https://thefcs.org/fcs-news/nominees-announced-for-fcs-portfolio-hall-of-fame-2024) - To honor the 30th Anniversary FCS Portfolio Awards, the FCS is proud to announce 10 nominees for the FCS Portfolio Awards Hall of Fame, Class of 2024. Visa “Yao Ming” (2004) Mastercard “One More Day” (2016) E*TRADE “Time Out Solitary” (2011) Goldman Sachs “10,000 Women Portraits” (2019) Fidelity “Green Line” (2011) Prudential “Ribbons and Dominoes”
- [8th Annual FCS Jamie E. DePeau Leadership Award honors Arielle Gross Samuels, Blackstone](https://thefcs.org/uncategorized/8th-annual-fcs-jamie-e-depeau-leadership-award-honors-arielle-gross-samuels-blackstone) - Arielle Gross Samuels, Global Head of Marketing for Blackstone, has been selected as recipient of the FCS Jamie E. DePeau Leadership Award for 2023. The trophy will be presented to Arielle at an awards gala on November 30th at the New York Yacht Club when the FCS also celebrates the FCS Financial Marketer of the
- [FCS Launches Inaugural Marketer Sentiment Survey](https://thefcs.org/fcs-news/fcs-launches-inaugural-marketer-sentiment-survey) - As the financial marketing community prepares for 2024, the FCS is undertaking our first-ever "marketer sentiment" survey, to help us understand the expectations, challenges and ambitions that are driving the planning decisions of client-side marketers. The findings from this research will help financial marketing peers understand the direction of the industry, while also informing the
- [AllianceBernstein, Ally, Northwestern Mutual Named to Shortlist for the 2023 FCS Financial Marketer of the Year](https://thefcs.org/fcs-news/fmy-2023-finalists) - On November 2, 2023, the FCS announced the shortlist of finalists for the 2023 FCS Financial Marketer of the Year Award (FMY). Listed alphabetically by company, they are: Pinki Mehta, SVP/Managing Director, Co-Head of Global Marketing, AllianceBernstein Andrea Brimmer, Chief Marketing & PR Officer, Ally Lynn Teo, Chief Marketing Officer, Northwestern Mutual The FMY Award recognizes innovation,
- [ICYMI: 9 FCS Events in September & October](https://thefcs.org/fcs-news/icymi-9-fcs-events-in-september-october) - In September and October, the FCS hosted 9 events, including in-person events in New York, Boston, Chicago and Philadelphia. In case you missed any of them, check out the recaps, videos and photos on each event's original webpage. (See PAST EVENTS.) These events are just one reason why membership in the FCS is a smart
- [Certification in Digital Marketing Analytics (fall 2023)](https://thefcs.org/fcs-news/certification-in-digital-marketing-analytics-fall-2023) - watch video: pROF. WOLLEN DESCRIBES THE COURSES The FCS is excited to again partner with the Financial Marketing Institute (FMI) on the launch of a new semester for its Certification program in Digital Marketing Analytics. The full program comprises three virtual courses: Digital Analytics 1 – Optimizing User Experience Using Website and Mobile Digital Analytics
- [FCS ANNOUNCES NEW MEMBERSHIP PRICING AND TIERS](https://thefcs.org/fcs-news/membership-pricing-2024) - Effective September 1, 2023 (the start of our fiscal year), we are instituting a new membership pricing structure that will lower the annual dues for individual members, provide discounts to companies with at least 3 members, and offer a new benefits package to companies through a newly constituted Corporate Membership tier. Already discounted dues for
- [FCS Portfolio Awards 28: Who Are The Winning Agencies?](https://thefcs.org/fcs-news/fcs-portfolio-awards-28-who-are-the-winning-agencies) - More than 80 agencies earned two-thirds of this year's Portfolio Awards
- [FCS Portfolio Awards Honor 2022’s Best in Financial Marketing and Communications](https://thefcs.org/fcs-news/fcs-portfolio-awards-honor-2022s-best-in-financial-marketing-and-communications) - HSBC scores top prize and two Best in Show awards for “The Luckiest Red” Integrated Campaign American Century Investments also nabs 2 Best in Show Awards, as Invesco and Prudential take one each Bank of America dominates the night with over 40 wins On May 4th, 500 financial marketing, communications and media professionals from over
- [FCS Year in Review: 2022](https://thefcs.org/fcs-news/fcs-year-in-review-2022) - How do you measure a successful year? First and foremost, the FCS is a community. We measure success by how we connect people to each other. Across the country, financial marketing, communications and media professionals bring to life our mission of Community, Education and Philanthropy with their membership, sponsorship, and engagement through our in-person and
- [FCS Mentoring Program in full swing](https://thefcs.org/fcs-news/fcs-mentoring-program-in-full-swing) - Season 4 of the successful FCS Mentoring Program launched at the beginning of December 2022, as 24 FCS & YMC Members were paired in mentor-mentee relationships based on areas of interest and areas of expertise. Through 2023, the pairs will meet on their own at least monthly for hourlong personal conversations that touch on topics
- [Invesco and Emily Pachuta Named FCS Financial Marketer of the Year for 2022](https://thefcs.org/fcs-news/invesco-and-emily-pachuta-named-fcs-financial-marketer-of-the-year-for-2022) - The FCS announced tonight that Invesco and Emily Pachuta, Chief Marketing & Analytics Officer, have been named the 2022 FCS Financial Marketer of the Year. The award was presented during in-person award ceremony at the New York Yacht during a gala dinner with 100+ guests. A panel of 19 senior marketing executives reviewed this year’s
- [Leslie Walstrom to receive FCS Jamie E. DePeau Leadership Award 2022](https://thefcs.org/uncategorized/jdp-2022-walstrom) - Leslie Walstrom, Global Head of Marketing for Columbia Threadneedle Investments, has been selected as the 2022 recipient of the FCS Jamie E. DePeau Leadership Award. The annual award will be presented at an in-person awards gala on November 30th, when the FCS also celebrates the FCS Financial Marketer of the Year Award for 2022; finalists
- [FCS opens enrollment for Members-Only Mentoring Program](https://thefcs.org/fcs-news/mentoring-2023) - Mentees and Mentors Welcome Following three successful "seasons," the FCS will again offer one-to-one mentoring opportunitiesfor members across the country. Our program matches mentees and mentors based on their career goals and mentor experience and interests. Applications for both roles are open now and will close on November 21 (no extensions). Pairings will be confirmed
- [Marketers Head to FCS RFK Marketing Summit 2023 in Stowe, Vermont](https://thefcs.org/fcs-news/rfk-2023-launch) - For more than 20 years, the FCS has brought financial marketing, communications and media professionals together each January for a marketing summit like no other. The Lodge at Spruce Peak in Stowe, Vermont has been the home for this special event where hundreds from our community have gathered for three days of content, conversation and
- [Ally, Citizens, Invesco Named to Shortlist for the 2022 FCS Financial Marketer of the Year](https://thefcs.org/fcs-news/fmy-2022-shortlist-news) - On October 31, 2021, the FCS announced the shortlist of finalists for the 2022 FCS Financial Marketer of the Year Award (FMY). Listed alphabetically by company, they are: Andrea Brimmer, Chief Marketing & PR Officer, Ally Lori Dillon, EVP, Head of Enterprise Marketing, CitizensEmily Pachuta, Chief Marketing & Analytics Officer, Invesco The FMY Award recognizes
- [no limit as fcs speeds past 55](https://thefcs.org/fcs-news/no-limit-as-fcs-speeds-past-55) - PHOTO GALLERY (samples at the bottom of this page) At 55 years old, the FCS is just hitting our prime as an organization. That was evident as the FCS 55th Anniversary Celebration held last night (9/22/22) at the Helen Mills Theater in midtown Manhattan. More than 100 guests gathered for a fun – and loud
- [FCS Walks with Hope & Heroes](https://thefcs.org/fcs-news/fcs-walks-with-hope-heroes) - September is Childhood Cancer Awareness Month. In support of our longstanding philanthropic partner Hope & Heroes, the FCS took part in the 12th Annual Hope & Heroes Walk in lower Manhattan to raise money to help fund the life-saving work on childhood cancer and blood disorders at Columbia University Irving Medical Center.The event took place
- [Ally Financial and Andrea Brimmer Win FCS Financial Marketer of the Year for Unprecedented Third Time](https://thefcs.org/fcs-news/ally-financial-and-andrea-brimmer-win-fcs-financial-marketer-of-the-year-for-unprecedented-third-time) - Ally and Andrea Brimmer are three-peat winners of FMY
- [Annual "Summit in the Snow" Raises Money, Spirits and Brand Awareness](https://thefcs.org/fcs-news/annual-summit-in-the-snow-raises-money-spirits-and-brand-awareness) - FCS stages wildly successful FCS Race for Kids Marketing Summit & Charity Fundraiser. 2017 marked the 18th year for the FCS as presenting sponsor of the legendary event.
- [YMC Talks Video Marketing from All Angles](https://thefcs.org/fcs-news/ymc-talks-video-marketing-from-all-angles) - FCS Young Members Circle kicked off 2017 with a first-event "YMC Talks" event at the IAB Ad Lab in New York City.
- [Chicagoans!  Let's Get Ready for 2017](https://thefcs.org/fcs-news/chicagoans-lets-get-ready-for-2017) - FCS Chicago prepares to build its full-year calendar for the New Year.
- [New Year Message from FCS West President Pete Matthews](https://thefcs.org/fcs-news/new-year-message-from-fcs-west-president-pete-matthews) - FCS West rolls out plans for an expanded calendar... and footprint!
- [2016… The Year That Was for the FCS](https://thefcs.org/fcs-news/2016-the-year-that-was-for-the-fcs) - The stories, announcements and research articles shared with the FCS community in 2016.
- [New FCS web site: how to sign in](https://thefcs.org/fcs-news/new-fcs-web-site-how-to-sign-in) - What to do if you're signing in to the new FCS web site for the first time
- [Photo Gallery: 11th Annual FCS Financial Marketer of the Year Gala](https://thefcs.org/fcs-news/photo-gallery-11th-annual-fcs-financial-marketer-of-the-year-gala) - One great night of celebrating the year's winners and ringing in the holidays. Dozens of photos to cherish the memories.
- [Photo Gallery: 18th Annual FCS Race for Kids](https://thefcs.org/fcs-news/photo-gallery-18th-annual-fcs-race-for-kids) - The Fireside Forums... the Charity Presentations... the Race... all captured in wonderful photos by Roland Pabst
- [Getting Relationships Right](https://thefcs.org/fcs-news/getting-relationships-right) - BofA's Lou Paskalis keynotes at January luncheon in NYC
- [WELCOME IFCA Members!](https://thefcs.org/fcs-news/welcome-ifca-members) - IFCA merges into FCS
- [FCS Shoots, Scores!  Rangers Win!](https://thefcs.org/fcs-news/fcs-shoots-scores-rangers-win) - 2nd Annual FCS Rangers Game Night proves victorious
- [Digital Media Upends Financial Comms](https://thefcs.org/fcs-news/digital-media-upends-financial-comms) - On Feb 14, the FCS hosted a breakfast panel on how digital and social media are changing the rules for financial communications
- [Solving the Brand Story for J.P. Morgan Asset Management](https://thefcs.org/fcs-news/solving-the-brand-story-for-j-p-morgan-asset-management) - Jaime Kalfus talks brand building through brand experience
- [Charlotte Pours on the Content](https://thefcs.org/fcs-news/charlotte-pours-on-the-content) - Wells Fargo's Victoria Karagus headlines the first "cocktails with content" reception for FCS Charlotte
- [New Wisdom Drives Marketing Financial Services to Women](https://thefcs.org/fcs-news/new-wisdom-drives-marketing-financial-services-to-women) - Engaging panel of women execs talk about engaging women
- [Brands for Impact Summit:  Resources to Extend the Conversation](https://thefcs.org/fcs-news/brands-for-impact-summit-resources-to-extend-the-conversation) - The FCS partnered with UN Foundation and the Business Council to bring critical attention to how Business and Brands can build a better world through the Global Goals
- [FCS Portfolio Awards Honor the Year’s Best  in Financial Marketing, Advertising and Public Relations](https://thefcs.org/fcs-news/fcs-portfolio-awards-honor-the-years-best-in-financial-marketing-advertising-and-public-relations) - Prudential wins 21 trophies, including Judges’ Choice Award and 2 Best in Show Awards Citi follows with 16, while Best in Show Awards also go to Mastercard, OppenheimerFunds and UBS
- [FCS Chicago Gets with the Program(matic)](https://thefcs.org/fcs-news/fcs-chicago-gets-with-the-programmatic) - FCS Chicago launched its 2017 season with a packed luncheon on Programmatic Advertising
- [FCS Philly Doubles Down with Two Panels: Gender & Generation](https://thefcs.org/fcs-news/fcs-philly-doubles-down-with-two-panels-gender-generation) - Marketing by Gender... Marketing by Generation... twice the challenge... that's why FCS Philadelphia staged a double panel breakfast
- [THE EXCHANGE: Vol. 2 featured Aldrich, McConnell, Karkos](https://thefcs.org/fcs-news/the-exchange-vol-2-featured-aldrich-mcconnell-karkos) - In our second edition of our "up close and personal" talk series, we heard from Berta Aldrich, Colin McConnell and Denise Karkos
- [AIG's David May Deconstructs The White Paper](https://thefcs.org/fcs-news/aigs-david-may-deconstructs-the-white-paper) - AIG's Corporate Chief Marketing Officer raises a phoenix of video storytelling from the ashes of the traditional white paper
- [Boston is Fearless in Talking Trump Effect](https://thefcs.org/fcs-news/boston-is-fearless-in-talking-trump-effect) - Uncertainty in the Trump Administration makes for uncertainty in the markets. What's a marketer to do?
- [Podcasting On The Rise](https://thefcs.org/fcs-news/podcasting-on-the-rise) - FCS YMC tunes into the brands' growing success with podcasting
- [San Francisco Launches Multi-Part Breakfast Series on Content](https://thefcs.org/fcs-news/san-francisco-launches-multi-part-breakfast-series-on-content) - Snackable Content? FCS SF creates a Snackable Breakfast Series
- [Artificial Reality Gets Real for Bank of America](https://thefcs.org/fcs-news/artificial-reality-gets-real-for-bank-of-america) - Nancy Brennan unveils amazing Virtual Reality initiative that puts clients into the world of investment analysis
- [UBS: What It Takes to Win at Portfolio](https://thefcs.org/fcs-news/ubs-what-it-takes-to-win-at-portfolio) - UBS, a perennial winner at the FCS Portfolio Awards, took home a Best in Show this year
- [Social Media: Science Not Just Art](https://thefcs.org/fcs-news/social-media-science-not-just-art) - A research driven look at digital media
- [Marketers Feel the Power of Audio](https://thefcs.org/fcs-news/marketers-feel-the-power-of-audio) - FCS plugs into The Greene Space for dynamic conversation about All Things Audio
- [There's More to TD Bank Than Just Convenience](https://thefcs.org/fcs-news/theres-more-to-td-bank-than-just-convenience) - TD Bank CMO Pat McLean talks about the human side of consumer banking
- [Net Positive Results for 4th Annual Charity Tennis Day](https://thefcs.org/fcs-news/net-positive-results-for-4th-annual-charity-tennis-day) - 30 FCS Members and guests play like pro's on grass courts of Forest Hills
- [Mobile: The Financial Management Sidekick](https://thefcs.org/fcs-news/mobile-the-financial-management-sidekick) - FCS West teams up with Pandora for Cocktails with "Mobile" Content at San Francisco art gallery
- [The State of Custom Content](https://thefcs.org/fcs-news/the-state-of-custom-content) - FCS Chicago talks Content with B2B and B2C marketers
- [Happy Hour on the Hudson](https://thefcs.org/fcs-news/happy-hour-on-the-hudson) - FCS YMC celebrates summer in (nautical) style
- [FCS Chicago Examines “Marketing to Financial Advisors”](https://thefcs.org/fcs-news/fcs-chicago-examines-marketing-to-financial-advisors) - Presenter from March luncheon turns the table and blogs about FCS Chicago's "cocktails with content"
- [Under the Influence of Influencer Marketing](https://thefcs.org/fcs-news/under-the-influence-of-influencer-marketing) - FCS visits Barclays' Rise NY to stage a cool summer breakfast
- [Financial Marketers: Top 5 Tips For The Best Native Ad Headline](https://thefcs.org/fcs-news/financial-marketers-top-5-tips-for-the-best-native-ad-headline) - Dianomi's co-founder shares insights on what makes for an effective headline in native advertising
- [FCS Financial Marketer of the Year Award Deadline Extended](https://thefcs.org/fcs-news/fcs-financial-marketer-of-the-year-award-deadline-extended) - The FCS Financial Marketer of the Year Award recognizes innovation, creativity and impact in the financial services marketplace, and rewards the marketer and the marketing leader responsible.
- [Research: Advisors Need Content About Downside Protection](https://thefcs.org/fcs-news/research-advisors-need-content-about-downside-protection) - Funds and ETFs need to educate advisors about downside protection strategies -- it's what they're looking for!
- ["Fearless" Marketing Takes The Stage](https://thefcs.org/fcs-news/fearless-marketing-takes-the-stage) - SSGA CMO Stephen Tisdalle presents the story -- and strategy -- behind the "Fearless Girl"
- [Call for Nominations for FCS Jamie E. DePeau Leadership Award](https://thefcs.org/fcs-news/call-for-nominations-for-fcs-jamie-e-depeau-leadership-award) - The FCS created the Jamie E. DePeau Leadership Award to recognize an FCS member whose performance as a leader, in and beyond the workplace, has a transformative impact.
- [Ally Financial Wins 12th Annual FCS Financial Marketer of the Year Award](https://thefcs.org/fcs-news/ally-financial-wins-12th-annual-fcs-financial-marketer-of-the-year-award) - Ally and Andrea Riley named FCS Financial Marketer of the Year State Street Global Advisors and Stephen Tisdalle named runner up
- [BNY Mellon's Caroline O'Connell to Receive FCS Jamie E. DePeau Leadership Award](https://thefcs.org/fcs-news/bny-mellons-caroline-oconnell-to-receive-fcs-jamie-e-depeau-leadership-award) - Memorial award pays tribute to the late Jamie E. DePeau, CMO, Lincoln Financial, and member of FCS Marketing Leadership Roundtable
- [Education Summit Looks at Intersection of Brand and Culture](https://thefcs.org/fcs-news/education-summit-looks-at-intersection-of-brand-and-culture) - Education Summit Looks at Intersection of Brand and Culture
- [Inaugural Event in Denver Focuses on Millennials](https://thefcs.org/fcs-news/inaugural-event-in-denver-focuses-on-millennials) - FCS Denver stages panel discussion on "Marketing to the Millennials: Myths & Realities"
- [FCS Goes Mad for E*TRADE](https://thefcs.org/fcs-news/fcs-goes-mad-for-etrade) - FCS didn't get mad. We got E*TRADE.
- [Experts Discuss Benchmarking Digital & Social in Financial Services](https://thefcs.org/fcs-news/experts-discuss-benchmarking-digital-social-in-financial-services) - Living Ratings reveals top-ranked Asset Managers for Digital & Social
- [CMOs Talk Leadership in Philly](https://thefcs.org/fcs-news/cmos-talk-leadership-in-philly) - CMOs from Lincoln, PNC and TD Bank discuss how to elevate Marketing as a Strategic Partner
- [YMC Talks with FinTech Disruptors](https://thefcs.org/fcs-news/ymc-talks-with-fintech-disruptors) - Disruption welcome as YMC meets to learn from FinTech Disruptors
- [Content Marketing Campaigns Measured & Evaluated](https://thefcs.org/fcs-news/content-marketing-campaigns-measured-evaluated) - Our San Francisco breakfast series on Content Marketing considered the Data behind Campaigns
- [FCS Celebrates 50th Anniversary with Memorable Night at Oath](https://thefcs.org/fcs-news/fcs-celebrates-50th-anniversary-with-memorable-night-at-oath) - Stars come out to celebrate the FCS' 50th Anniversary
- [White Space Helps to Differentiate BNY Mellon Wealth Management](https://thefcs.org/fcs-news/white-space-helps-to-differentiate-bny-mellon-wealth-management) - CMO Jill Kremins champions BNY Mellon Wealth Management
- [Marketing Financial Services to Women](https://thefcs.org/fcs-news/marketing-financial-services-to-women) - Fearless women share expertise with FCS Chicago
- [FCS Charlotte Gets Clarity on Transparency in Digital Advertising](https://thefcs.org/fcs-news/fcs-charlotte-gets-clarity-on-transparency-in-digital-advertising) - Panel discussion and presentation shine much-needed light on opaque topic of programmatic ads
- [Awards Gala / Holiday Party Photo Gallery](https://thefcs.org/fcs-news/awards-gala-holiday-party-photo-gallery) - A night to remember in cherished photos as the FCS celebrates Holidays 2017 and our Award Winners
- [2017... Another Record-Setting Year for The FCS](https://thefcs.org/fcs-news/2017-another-record-setting-year-for-the-fcs) - History-making events across the country as the FCS celebrates its 50th Anniversary
- [CALL FOR ENTRIES now open for 24th Annual FCS Portfolio Awards](https://thefcs.org/fcs-news/call-for-entries-now-open-for-24th-annual-fcs-portfolio-awards) - Calling all financial marketers and their creative partners! Enter your best work from 2017 in the most important awards competition dedicated to the financial services industry.
- [You're invited... to our Event Survey](https://thefcs.org/fcs-news/youre-invited-to-our-event-survey) - FCS Regional Board sends out national survey
- [FCS Partners with FleishmanHillard on Disruptive Event](https://thefcs.org/fcs-news/fcs-partners-with-fleishmanhillard-on-disruptive-event) - Two panels to tackle "Authenticity, Disruption and The Future of Financial Services"
- [Remembering Hayward Henderson](https://thefcs.org/fcs-news/remembering-hayward-henderson) - FCS Board Director Hayward Henderson passed away on March 29
- [FCS Portfolio 24 Gala Honors 2017’s Best in Financial Marketing, Advertising and Public Relations](https://thefcs.org/fcs-news/fcs-portfolio-24-gala-honors-2017s-best-in-financial-marketing-advertising-and-public-relations) - “Fearless Girl” wins top prize for State Street Global Advisors Bank of America dominates with 21 trophies, including Consumer Best in Show Citi follows with 17 and Multicultural Best in Show Hiscox and OppenheimerFunds also score Best in Show Awards
- [Content in Context Can Build Consumer Trust](https://thefcs.org/fcs-news/content-in-context-can-build-consumer-trust) - Oath talks with Wells Fargo about the Merits of Digital Engagement
- [Trust Report: Brands and Client Interest Align](https://thefcs.org/fcs-news/trust-report-brands-and-client-interest-align) - CFA Institute's "Next Generation of Trust" sheds encouraging light for financial brands
- [Scoring the Digital Brands of Wealth Managers](https://thefcs.org/fcs-news/scoring-the-digital-brands-of-wealth-managers) - "Digital brand intelligence" of top wealth managers evaluated in new report from Living Group
- [YMC's Inaugural Service Night at Ronald McDonald House](https://thefcs.org/fcs-news/ymcs-inaugural-service-night-at-ronald-mcdonald-house) - YMC NYC serves up dinner for the families at Ronald McDonald House
- [September is National Childhood Cancer Awareness Month](https://thefcs.org/fcs-news/september-is-national-childhood-cancer-awareness-month) - The FCS is proud to support Hope & Heroes Columbia Medical Center
- [DEADLINE EXTENDED for Nominations for FCS Financial Marketer of the Year Award](https://thefcs.org/fcs-news/deadline-extended-for-nominations-for-fcs-financial-marketer-of-the-year-award) - Who will win the FCS Financial Marketer of the Year Award for 2018? Nominate your favorite marketer today!
- [5 Tips for Targeting the Millennial Investor](https://thefcs.org/fcs-news/5-tips-for-targeting-the-millennial-investor) - Dianomi's co-founder shares insights on how financial marketers should approach millennial investors
- [Nominations Now Open for FCS Jamie E. DePeau Leadership Award 2018](https://thefcs.org/fcs-news/nominations-now-open-for-fcs-jamie-e-depeau-leadership-award-2018) - Nominations now open for the 3rd Annual FCS Jamie E. DePeau Leadership Award
- [E*TRADE Financial Wins 13th Annual FCS Financial Marketer of the Year Award](https://thefcs.org/fcs-news/etrade-financial-wins-13th-annual-fcs-financial-marketer-of-the-year-award) - E*TRADE Financial wins with "Don't Get Mad, Get E*TRADE" campaign; Brighthouse Financial and MassMutual runners-up in prestigious contest
- [Captivate's David Bernstein to Receive FCS Jamie E. DePeau Leadership Award](https://thefcs.org/fcs-news/captivates-david-bernstein-to-receive-fcs-jamie-e-depeau-leadership-award) - Memorial award pays tribute to the late Jamie E. DePeau, CMO, Lincoln Financial, and member of FCS Marketing Leadership Roundtable
- [Talking "Voice Revolution" in Charlotte](https://thefcs.org/fcs-news/talking-voice-revolution-in-charlotte) - FCS Charlotte event opens marketers' dialogue on "Voice Revolution"
- [Photo Gallery Reveals Revelry at 2018 FCS Financial Marketer of the Year Gala](https://thefcs.org/fcs-news/photo-gallery-reveals-revelry-at-2018-fcs-financial-marketer-of-the-year-gala) - Sold-out Gala Dinner celebrates FMY brands and Leadership
- [Marketing & Media Leaders Share Career Insights with YMC](https://thefcs.org/fcs-news/marketing-media-leaders-share-career-insights-with-ymc) - Seeking Alpha hosts YMC for discussion on "Navigating Your Career"
- [Historic 2018... Quite simply, Thank You](https://thefcs.org/fcs-news/historic-2018-quite-simply-thank-you) - Another historic year for the FCS comes to a close
- [CALL FOR ENTRIES now open for 25th Anniversary FCS Portfolio Awards](https://thefcs.org/fcs-news/call-for-entries-now-open-for-25th-anniversary-fcs-portfolio-awards) - 25th Anniversary FCS Portfolio Awards to celebrate our industry's best creative marketing and communications from 2018
- [FCS Rangers Night Scores Again](https://thefcs.org/fcs-news/fcs-rangers-night-scores-again) - Hall of Famer Rod Gilbert caps off sold-out FCS Rangers Night
- [Sponsorships Now Available for FCS Portfolio 25](https://thefcs.org/fcs-news/sponsorships-now-available-for-fcs-portfolio-25) - Industry partners compete for biggest presence as brands compete for biggest awards at the biggest party of the year
- [FCS Portfolio Awards Hall of Fame Announced](https://thefcs.org/fcs-news/fcs-portfolio-awards-hall-of-fame-announced) - FCS launches Hall of Fame for Portfolio Awards
- [Finalists for Portfolio 25 Announced](https://thefcs.org/fcs-news/finalists-for-portfolio-25-announced) - More than 50 brands to be honored at the biggest party of the year
- [Why Brand Relatability Matters to Millennials and Gen Z](https://thefcs.org/fcs-news/why-brand-relatability-matters-to-millennials-and-gen-z) - BrandCap relates the importance of Brand Relatability to sold-out FCS NYC breakfast audience
- [Mastercard's "Priceless" and Schwab's "Talk To Chuck" to be Inducted in FCS Portfolio Hall of Fame](https://thefcs.org/fcs-news/mastercards-priceless-and-schwabs-talk-to-chuck-to-be-inducted-in-fcs-portfolio-hall-of-fame) - Inaugural class recognizes iconic TV and print campaigns
- [BofA Wins Record Number of Portfolio Awards as SSGA Takes Judges' Choice at 25th Anniversary Gala](https://thefcs.org/fcs-news/bofa-wins-record-number-of-portfolio-awards-as-ssga-takes-judges-choice-at-25th-anniversary-gala) - “Crazy Enough To Work” wins top prize for SSGA, as Bank of America dominates with 28 trophies, including Digital Media Best in Show
- [Photo Galleries Showcase The Stars of 25th Anniversary FCS Portfolio Awards Gala](https://thefcs.org/fcs-news/photo-galleries-showcase-the-stars-of-25th-anniversary-fcs-portfolio-awards-gala) - Two photographers captured the glitz, glamour and gleeful award winners at Portfolio 25
- [Recap of Blockchain & Crypto Explainer Breakfast staged by FCS San Francisco](https://thefcs.org/fcs-news/recap-of-blockchain-crypto-explainer-breakfast-staged-by-fcs-san-francisco) - FCS audience learns that intro to blockchain & crypto is not elementary
- ["Marketing Personalization" Gets Scrutinized by FCS Charlotte](https://thefcs.org/fcs-news/marketing-personalization-gets-scrutinized-by-fcs-charlotte) - Panel and keynote take deep dive into current state of contextual advertising
- [FCS opens enrollment in new Mentoring Program](https://thefcs.org/fcs-news/fcs-opens-enrollment-in-new-mentoring-program) - FCS launches first-ever Mentoring program
- [Brand Reputation Event Earns A Good Name](https://thefcs.org/fcs-news/brand-reputation-event-earns-a-good-name) - Lansons Intermarket leads conversation on reputation management
- [Nominations now open for the 4th Annual FCS Jamie E. DePeau Leadership Award](https://thefcs.org/fcs-news/nominations-now-open-for-the-4th-annual-fcs-jamie-e-depeau-leadership-award) - Award recognizes leadership in and outside the workplace in honor of the memory of Jamie DePeau of Lincoln Financial
- [Private Advisor Group's Berta Aldrich to Lead FCS Philadelphia](https://thefcs.org/fcs-news/private-advisor-groups-berta-aldrich-to-lead-fcs-philadelphia) - Financial marketing veteran Berta Aldrich named president of FCS Philadelphia
- [Ally, Columbia Threadneedle, and TD Bank named to FMY 2019 Shortlist](https://thefcs.org/fcs-news/ally-columbia-threadneedle-and-td-bank-named-to-fmy-2019-shortlist) - The shortlist for this prestigious 14th Annual Award includes Ally Financial, Columbia Threadneedle Investments, and TD Bank
- [BofA CMO Meredith Verdone Headlines FCS NY Lunch](https://thefcs.org/fcs-news/bofa-cmo-meredith-verdone-headlines-fcs-ny-lunch) - CMO Meredith Verdone talks brand evolution for Bank of America
- [Financial Comms Execs Focus on Reputation Management](https://thefcs.org/fcs-news/financial-comms-execs-focus-on-reputation-management) - Lansons Intermarket leads discussion on Brand Reputation
- [FCS CMO Exchange Showcases 3 Personal Perspective on Life, Work & Marketing](https://thefcs.org/fcs-news/fcs-cmo-exchange-showcases-3-personal-perspective-on-life-work-marketing) - Brand executives from Ally, Hiscox, and RBC Capital Markets captivate sold-out audience with personal stories
- [Learning About The Affluent & Their Relationship with FAs](https://thefcs.org/fcs-news/learning-about-the-affluent-their-relationship-with-fas) - CFA Institute shares proprietary research on wealth management insights
- [Marcus by Goldman Sachs at the Intersection of Brand and Technology](https://thefcs.org/fcs-news/marcus-by-goldman-sachs-at-the-intersection-of-brand-and-technology) - From brand launch to ongoing product launch, the Marcus story is one of success
- [Digital Marketing Research on Display for FCS Chicago](https://thefcs.org/fcs-news/digital-marketing-research-on-display-for-fcs-chicago) - Brand New Media and Northwestern University share research on digital marketing
- [John Hancock's CMO Hones In on Customer Experience](https://thefcs.org/fcs-news/john-hancocks-cmo-hones-in-on-customer-experience) - John Hancock's CMO Barbara Goose makes FCS debut presentation
- [First-Time Billiards Event Breaks Through as a Winner](https://thefcs.org/fcs-news/first-time-billiards-event-breaks-through-as-a-winner) - First-time event caters to fans of pool, ping pong, darts ... and just people-watching
- [Digital Marketing Education Summit Features Research from Brand New Media and Northwestern University](https://thefcs.org/fcs-news/digital-marketing-education-summit-features-research-from-brand-new-media-and-northwestern-university) - Member-only, free event serves up 'Brand New' digital marketing research
- [Content Marketing Trends Transform the Conversation in San Francisco](https://thefcs.org/fcs-news/content-marketing-trends-transform-the-conversation-in-san-francisco) - FCS San Francisco launches two-part breakfast series on Transformative Marketing
- [Brand Purpose in Financial Marketing Gets Chicago Talking](https://thefcs.org/fcs-news/brand-purpose-in-financial-marketing-gets-chicago-talking) - 'Cocktails with Content' has purpose-driven intent as marketers want to learn more
- [Leadership Award Honors Russell Findlay of Hiscox](https://thefcs.org/fcs-news/leadership-award-honors-russell-findlay-of-hiscox) - Hiscox CMO Russell Findlay receives FCS Jamie E. DePeau Leadership Award
- [Asset Managers Get Rated & Ranked for Brand & Digital Know-How](https://thefcs.org/fcs-news/asset-managers-get-rated-ranked-for-brand-digital-know-how) - Global agency Living Group shares Top 10 list and key insights from proprietary research on asset manager websites and social channels
- ["What's on the Mind of the Next Gen Investor?" YMC Wants to Know](https://thefcs.org/fcs-news/whats-on-the-mind-of-the-next-gen-investor-ymc-wants-to-know) - Seeking Alpha stages panel discussion for FCS Young Members Circle on the investor mindset of millennials and Gen X
- [FCS Boston Looks at Millennial Investing and Financial Wealth](https://thefcs.org/fcs-news/fcs-boston-looks-at-millennial-investing-and-financial-wealth) - Dotdash research on millennials serves up in-depth panel discussion for FCS Boston lunch
- [Citi's Jennifer Breithaupt Shares CMO Insights about Consumer Behavior](https://thefcs.org/fcs-news/citis-jennifer-breithaupt-shares-cmo-insights-about-consumer-behavior) - Citi Global Consumer CMO in the hot seat for FCS NYC fireside chat with WSJ | Barron's
- [CFA Institute Shares Research on Investor Behavior towards Financial Advisors](https://thefcs.org/fcs-news/cfa-institute-shares-research-on-investor-behavior-towards-financial-advisors) - FCS Chicago learns about investor expectations for advisory relationships
- [FCS Charlotte Welcomes Renee Brown, SVP Marketing, OptumCare](https://thefcs.org/fcs-news/fcs-charlotte-welcomes-renee-brown-svp-marketing-optumcare) - Triumphant return to the FCS Charlotte stage for well-regarded marketing executive
- [Fireside Chat with Credit Karma and Google](https://thefcs.org/fcs-news/fireside-chat-with-credit-karma-and-google) - Insightful Conversation about Marketing During Generational Shifts
- [CALL FOR ENTRIES now open for FCS Portfolio Awards 2020](https://thefcs.org/fcs-news/call-for-entries-now-open-for-fcs-portfolio-awards-2020) - 26th Annual FCS Portfolio Awards to celebrate financial services best creative marketing and communications from 2019
- [Fireside Chat with American Express and Google](https://thefcs.org/fcs-news/fireside-chat-with-american-express-and-google) - Google talks with American Express about Supporting a Lifetime of Financial Moments for Its Members
- [Ronald McDonald House Welcomes FCS YMC Volunteers](https://thefcs.org/fcs-news/ronald-mcdonald-house-welcomes-fcs-ymc-volunteers) - FCS YMC serves up another night of help at Ronald McDonald House
- [Investopedia Stages Fireside Forum at Race for Kids on "What Financial Marketers Need to Know"](https://thefcs.org/fcs-news/investopedia-stages-fireside-forum-at-race-for-kids-on-what-financial-marketers-need-to-know) - Fireside Forum Panel Discussion and Investopedia Survey reveal marketers' concerns and expectations
- [Update on FCS Events for 2020](https://thefcs.org/fcs-news/update-on-fcs-events-for-2020) - Coronavirus safety measures lead to postponement of several FCS events
- [FCS Remembers Wish Kid Chloe ‘Neva’ Watts](https://thefcs.org/fcs-news/fcs-remembers-wish-kid-chloe-neva-watts) - FCS community saddened by the passing of a Wish Kid from Race for Kids 2018
- [FCS Jobs Bank: Connecting Financial Marketers with Career Opportunities](https://thefcs.org/fcs-news/fcs-jobs-bank-connecting-financial-marketers-with-career-opportunities) - Post your job opening with the FCS for free
- [FCS Portfolio 2020 Finalists Announced](https://thefcs.org/fcs-news/fcs-portfolio-2020-finalists-announced) - List of finalists released for FCS Portfolio Awards 2020
- [Replay Available of WSJ | Barron's Interview with Jim Speros](https://thefcs.org/fcs-news/replay-available-of-wsj-barrons-interview-with-jim-speros) - Marketing veteran Jim Speros talks with The Wall Street Journal about Marketing Through A Crisis
- [Latest Update and News from the FCS](https://thefcs.org/fcs-news/latest-update-and-news-from-the-fcs) - Extended coronavirus safety measures push rescheduled FCS events deeper into 2020
- ["How Consumers Navigate Financial Wellness in a Time of Uncertainty"](https://thefcs.org/fcs-news/how-consumers-navigate-financial-wellness-in-a-time-of-uncertainty) - Excerpt from timely article by Think with Google's Finance & Banking team
- ["How to Adjust Your Communications Strategy for the Current Market"](https://thefcs.org/fcs-news/how-to-adjust-your-communications-strategy-for-the-current-market) - Advice from Cognito for dealing with your comms plans during the pandemic
- [FCS Race for Kids Raises $100,000+ for Children's Charities](https://thefcs.org/fcs-news/fcs-race-for-kids-raises-100000-for-childrens-charities) - Annual donation bolstered by $25k from IBD for third consecutive year
- [Replay & Recap: "Client Behavior Amid Ongoing Volatility"](https://thefcs.org/fcs-news/replay-recap-client-behavior-amid-ongoing-volatility) - Watch the recorded virtual event on how investors should 'stay the course'
- [FCS Marketing Community Survey: Response to COVID-19 Impact](https://thefcs.org/fcs-news/fcs-marketing-community-survey-response-to-covid-19-impact) - More than 150 respondents share challenges and solutions to working during the pandemic
- [Diversity & Inclusion and the FCS Mission](https://thefcs.org/fcs-news/diversity-inclusion-and-the-fcs-mission) - FCS launches diversity and inclusion initiative
- ["The Triangular Model of Financial Communication" by Tina Chang](https://thefcs.org/fcs-news/the-triangular-model-of-financial-communication-by-tina-chang) - NYU Master's graduate publishes thesis on The Triangular Model of Financial Communication
- [J.P. Morgan's Dipti Kachru Talks Agile Marketing](https://thefcs.org/fcs-news/j-p-morgans-dipti-kachru-talks-agile-marketing) - April Rudin interviews Dipti Kachru about J.P. Morgan's TV spot developed during pandemic shutdown
- [Webinar Recap: Communication Builds Stronger Client Bonds During Crisis](https://thefcs.org/fcs-news/webinar-recap-communication-builds-stronger-client-bonds-during-crisis) - Financial services panel focuses on value of communications amid the pandemic
- ["COVID-19's Impact on the Financial Services Industry"](https://thefcs.org/fcs-news/covid-19s-impact-on-the-financial-services-industry) - New research from Quantcast US on how financial services audiences are changing during the pandemic
- [Webinar Recap: "Navigating Times of Crisis"](https://thefcs.org/fcs-news/webinar-recap-navigating-times-of-crisis) - PGIM and Wilmington Trust talk about navigating the coronavirus-induced financial crisis
- [FCS Membership Model to Change Effective September 1, 2020](https://thefcs.org/fcs-news/fcs-membership-model-to-change-effective-september-1-2020) - FCS unveils new membership structure and pricing to support virtual event programming
- [Announcing FCS Members Only Virtual Event Series to Benefit Children's Charities](https://thefcs.org/fcs-news/announcing-fcs-members-only-virtual-event-series-to-benefit-childrens-charities) - FCS launches members only virtual event series with powerhouse line-up
- [WEBINAR REPLAY and RECAP: "Rethinking In-Person Events"](https://thefcs.org/fcs-news/webinar-replay-and-recap-rethinking-in-person-events) - Digital and event marketers redefine marketing without in-person events
- [New Membership Structure Now in Effect, Offering Discounts for Upgrade](https://thefcs.org/fcs-news/new-membership-structure-now-in-effect-offering-discounts-for-upgrade) - New Membership structure takes effect September 1
- [FCS Portfolio Awards Honor 2019’s Best in Financial Marketing, Advertising and Public Relations](https://thefcs.org/fcs-news/fcs-portfolio-awards-honor-2019s-best-in-financial-marketing-advertising-and-public-relations) - Record breaking year for Portfolio: Number of entries, competing financial brands, Best in Show awards won by one firm (Citi), total awards won by one firm (Bank of America)
- [Research: “The State of the American Worker”](https://thefcs.org/fcs-news/research-the-state-of-the-american-worker) - New research from Logica Research on “The State of the American Worker”
- [WEBINAR REPLAY and RECAP: "Brand to Demand in Financial Services"](https://thefcs.org/fcs-news/webinar-replay-and-recap-brand-to-demand-in-financial-services) - Insights from "Brand to Demand": SSGA's 5 Rules of Engagement for Thought Leadership:
- [CALL FOR NOMINATIONS: FCS Financial Marketer of the Year Award](https://thefcs.org/fcs-news/call-for-nominations-fcs-financial-marketer-of-the-year-award) - Recognizing innovation, creativity and impact in 2020
- [RECAP and REPLAY: Erik Schneberger, CMO of American Century Investments](https://thefcs.org/fcs-news/recap-and-replay-erik-schneberger-cmo-of-american-century-investments) - Marketing for American Century is no trick shot
- [RECAP and REPLAY: Living Ratings on Asset Managers 2020](https://thefcs.org/fcs-news/recap-and-replay-living-ratings-on-asset-managers-2020) - Living Group shares sneak peek at Top 20 Asset Managers
- [RECAPS and REPLAYS: First Three Weeks of FCS MOVES with E*TRADE, Invesco, MassMutual](https://thefcs.org/fcs-news/recaps-and-replays-first-three-weeks-of-fcs-moves-with-etrade-invesco-massmutual) - Our historic event series started off with three women marketing executives
- [FCS Mentoring Program Applications Now Open](https://thefcs.org/fcs-news/fcs-mentoring-program-applications-now-open) - FCS Mentoring program enters sophomore year
- [E*TRADE, New York Life and SSGA Named to Shortlist for the 2020 FCS Financial Marketer of the Year](https://thefcs.org/fcs-news/etrade-new-york-life-and-ssga-named-to-shortlist-for-the-2020-fcs-financial-marketer-of-the-year) - FMY 2020 Shortlist includes E*TRADE, New York Life and SSGA
- [Fifth Anniversary FCS Jamie E. DePeau Leadership Award Honors Renée Baker, DBA, Raymond James](https://thefcs.org/fcs-news/fifth-anniversary-fcs-jamie-e-depeau-leadership-award-honors-renee-baker-dba-raymond-james) - Renée Baker honored for leadership at work and in her community
- [State Street Global Advisors and John Brockelman Win FCS Financial Marketer of the Year 2020](https://thefcs.org/fcs-news/state-street-global-advisors-and-john-brockelman-win-fcs-financial-marketer-of-the-year-2020) - SSGA wins FMY 2020; E*TRADE and New York Life runners-up
- [Year-End Letter from FCS Board Chair & Vice Chair](https://thefcs.org/fcs-news/year-end-letter-from-fcs-board-chair-vice-chair) - Tim Hart and Tom Jago extend Board's appreciation to members for support during pivotal year
- [Recap with Replays of FCS YMC "Your Future At Work"](https://thefcs.org/fcs-news/recap-with-replays-of-fcs-ymc-your-future-at-work) - FCS YMC and Forbes staged insightful "Your Future At Work" event series
- [CALL FOR ENTRIES NOW OPEN for 27th Annual FCS Portfolio Awards](https://thefcs.org/fcs-news/call-for-entries-now-open-for-27th-annual-fcs-portfolio-awards) - 27th Annual FCS Portfolio Awards recognizes creative excellence in financial marketing and communications with new categories and expanded eligibility for 2020’s competition
- [Inaugural FCS Diversity & Inclusion Forum: “Making Space – for Yourself and Others”](https://thefcs.org/fcs-news/inaugural-fcs-diversity-inclusion-forum-making-space-for-yourself-and-others) - FCS launches Diversity & Inclusion Forum series with Renée Baker interview
- [Recap and Replay: Edelman's "Post-Covid Trust" Research and Panel](https://thefcs.org/fcs-news/recap-and-replay-edelmans-post-covid-trust-research-and-panel) - FCS and Edelman partnered to present Trust Barometer findings followed by a CMO panel discussion
- [Diversity & Inclusion Improve Growth & Profitability](https://thefcs.org/fcs-news/diversity-inclusion-improve-growth-profitability) - FCS DISC shares insights on hiring women and building diverse teams
- [Who's Winning an FCS Portfolio Award for Creative Excellence in 2020?](https://thefcs.org/fcs-news/whos-winning-an-fcs-portfolio-award-for-creative-excellence-in-2020) - List of finalists released for FCS Portfolio Awards; Gala set for Sept. 23rd
- [Recap and Replay: "Celebrating Pride Month: Trials, Tribulations & Triumph"](https://thefcs.org/fcs-news/recap-and-replay-celebrating-pride-month-trials-tribulations-triumph) - FCS and Forbes partnered to celebrate Pride Month with a Diversity & Inclusion Forum
- [New Membership Benefits and Pricing Begins Sept. 1, 2021](https://thefcs.org/fcs-news/new-membership-benefits-and-pricing-begins-sept-1-2021) - FCS rolls out new membership pricing and benefits for fiscal year 2022
- [Thank you to FCS MOVES Season 1 Guest Speakers](https://thefcs.org/fcs-news/thank-you-to-fcs-moves-season-1-guest-speakers) - FCS salutes the guest speakers and sponsors who helped launch FCS MOVES
- [New Appointments for FCS National and Regional Boards](https://thefcs.org/fcs-news/new-appointments-for-fcs-national-and-regional-boards) - FCS announces new leaders to National and Regional Boards
- [FCS New York Joins Hope & Heroes Walk 2021 In-Person and Virtually](https://thefcs.org/fcs-news/fcs-new-york-joins-hope-heroes-walk-2021-in-person-and-virtually) - FCS New York to support Hope & Heroes Walk 2021
- [Winners Celebrated at 27th Annual FCS Portfolio Gala -- Live and In-Person](https://thefcs.org/fcs-news/winners-celebrated-at-27th-annual-fcs-portfolio-gala-live-and-in-person) - Citi, Morgan Stanley and Bank of America vie for a treasure trove of trophies at historic Portfolio awards ceremony
- [Team FCS Walks for Hope & Heroes](https://thefcs.org/fcs-news/team-fcs-walks-for-hope-heroes) - Team FCS supports Walk virtually and in-person
- [CALL FOR NOMINATIONS: FCS Financial Marketer of the Year Award 2021](https://thefcs.org/fcs-news/call-for-nominations-fcs-financial-marketer-of-the-year-award-2021) - Recognizing innovation, creativity and impact in 2021
- [CALL FOR NOMINATIONS: FCS Jamie E. DePeau Leadership Award 2021](https://thefcs.org/fcs-news/call-for-nominations-fcs-jamie-e-depeau-leadership-award-2021) - Recognizing outstanding leadership in the challenging year of 2021
- [Ally, Columbia Threadneedle, New York Life Named to Shortlist for the 2021 FCS Financial Marketer of the Year](https://thefcs.org/fcs-news/ally-columbia-threadneedle-new-york-life-named-to-shortlist-for-the-2021-fcs-financial-marketer-of-the-year) - FMY 2021 Shortlist includes Ally, Columbia Threadneedle, New York Life
- [FCS Opens Enrollment in Members Only Mentoring Program](https://thefcs.org/fcs-news/fcs-opens-enrollment-in-members-only-mentoring-program) - FCS launches third year of Mentoring program
- [Sixth Annual FCS Jamie E. DePeau Leadership Award Honors Caleb Silver, Investopedia](https://thefcs.org/fcs-news/sixth-annual-fcs-jamie-e-depeau-leadership-award-honors-caleb-silver-investopedia) - Caleb Silver honored for his leadership, mentoring and volunteerism
- [Call for Entries Now Open for 28th Annual FCS Portfolio Awards](https://thefcs.org/fcs-news/call-for-entries-now-open-for-28th-annual-fcs-portfolio-awards) - Portfolio 28 to recognized the best financial marketing and communications work from 2021
- [Crypto Frontier Luncheon Recap](https://thefcs.org/fcs-news/crypto-frontier-luncheon-recap) - Sold out luncheon focuses on "The Crypto Frontier"
- [Finalists Announced for 28th Annual FCS Portfolio Awards](https://thefcs.org/fcs-news/finalists-announced-for-28th-annual-fcs-portfolio-awards) - 72 brands named as finalists for Portfolio 28
- [FCS Portfolio Awards Honor 2021’s Best in Financial Marketing and Communications](https://thefcs.org/fcs-news/fcs-portfolio-awards-honor-2021s-best-in-financial-marketing-and-communications) - “How Not To Suck At Money” Integrated Launch wins top prize for Invesco QQQ Ally scores 3 Best in Show Awards, along with 15 more trophies Bank of America scores 24 awards, as Morgan Stanley and Invesco each nab 20
- [Remembering Fr. Paul Engel (1937-2022)](https://thefcs.org/fcs-news/remembering-fr-paul-engel-1937-2022) - In Memoriam: Fr. Paul Engel, founder of Downey Side
- [Ally CM&PRO Andrea Brimmer on the Intersection of Brand and Culture](https://thefcs.org/fcs-news/ally-cmpro-andrea-brimmer-on-the-intersection-of-brand-and-culture) - Ally's Andrea Brimmer talks Culture & Branding at FCS NY luncheon
- [Remembering Anniken McKeon](https://thefcs.org/fcs-news/remembering-anniken-mckeon) - In Memoriam: Anniken McKeon, the creative force behind 21 years of the FCS Portfolio Awards
- [FCS New York Joins Hope & Heroes Walk 2022 In-Person and Virtually](https://thefcs.org/fcs-news/fcs-new-york-joins-hope-heroes-walk-2022-in-person-and-virtually) - FCS New York Joins Hope & Heroes Walk 2022 In-Person and Virtually

## Pages

- [Home](https://thefcs.org/) - The Financial Communications Society is the only national not-for-profit organization run by / for financial marketing, communications and media professionals.
- [FCS Portfolio Awards](https://thefcs.org/portfolio-awards) - 32nd annual FCS Portfolio Awards CALL FOR ENTRIES IS CLOSED portfolio 32 GALA More than 130 companies submitted over 600 entries in the 32nd Annual FCS Portfolio Awards. This competition recognizes the great and iconic financial services marketing and communications work created in our industry in 2025. Financial Institutions and Financial Industry participants were invited
- [RFK Marketing Summit](https://thefcs.org/rfk-marketing-summit) - RFK Marketing SummiT 26th Annual FCS RFK Marketing Summit January 11–14, 2026The Lodge at Spruce PeakStowe, Vermont Three days of insight, inspiration, and impact set against the snowy backdrop of Vermont’s premier ski resort. Each January, the FCS community gathers in Stowe for a marketing summit unlike any other. The Race for Kids Marketing Summit
- [About the FCS](https://thefcs.org/about-the-fcs) - About the FCS Founded in 1967, the FCS is a national not-for-profit organization dedicated to improving professional standards in financial marketing communications through a mission of community, education and philanthropy. We provide industry professionals with a multi-faceted forum for gathering relevant information, sharing actionable ideas and building valuable relationships with fellow practitioners. FCS Members hold
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- [FCS Financial Marketer of the Year](https://thefcs.org/financial-marketer-of-the-year) - FCS Financial Marketer of the Year Nuveen and Tara Giuliano, Chief Marketing Officer, were named the 2025 FCS Financial Marketer of the Year (FMY). This Award recognizes innovation, creativity and impact in the financial services marketplace, and rewards the marketer and the marketing leader responsible. The award was presented during a sold-out awards gala on
- [FCS Leadership Award](https://thefcs.org/jamie-e-depeau-leadership-award) - FCS Leadership Award Jennie Platt, Chief Marketing Officer for TD Bank U.S., has been selected as the recipient of the FCS Leadership Award for 2025. In 2016, the FCS created our Leadership Award to honor the memory of Jamie E. DePeau, CMO of Lincoln Financial Group, who was universally admired for her leadership skills and
- [Brand Reputation Award](https://thefcs.org/brand-reputation-award) - FCS Brand Reputation AWARD Tara Giuliano, Chief Marketing Officer for Nuveen, has been named the winner of the FCS Brand Reputation Award for 2025. Now in its second year, this award recognizes a financial company whose marketing executive has excelled in building a cohesive brand strategy, strengthening trust and loyalty, engaging stakeholders, and advancing corporate
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- [History](https://thefcs.org/history) - The FCS traces its origins to 1967 when a group of industry colleagues, who were meeting regularly at the famed restaurant Harry’s at Hanover Square in Manhattan’s Financial District, decided to formalize their gatherings. They created “The Advertising & PR Association of Wall Street.” Then in 1970, they changed the name to Financial Communications Society.
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- [FCS Portfolio Awards 2025](https://thefcs.org/portfolio-awards/fcs-portfolio-awards-2025) - Portfolio 31 Winners Listed below are the winners of the 31st Annual FCS Portfolio Awards. You will find all of the Gold, Silver and Bronze trophy winners listed below by category. Here is the list of the top prizes of this year’s competition: JUDGES’ CHOICE Trust & Will Marketing Architects Television (Linear/Streaming) (Campaign) Trust &
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- [FCS Portfolio 30 Judges' Choice Luncheon & Award Discussion](https://thefcs.org/pa30-judgeslunch-invite) - RSVP by March 4 to marisa@thefcs.org. Will you be joining in-person or by Zoom only? If in-person, will you stay for the wine tasting?
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## Products

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- [What Advisors Really Think About AI: Risk, Adoption and Competitive Strategy](https://thefcs.org/product/event69a3008256a24)
- [Joan Khoury, Chief Marketing Officer, Oppenheimer](https://thefcs.org/product/event6994e0b51413e)
- [32nd Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event698a024e4a6b5)
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- [Lisa Caputo,](https://thefcs.org/product/event651743069deb4)
- [Digital Innovation in Financial Services Marketing](https://thefcs.org/product/event64fa36ce4b11d)
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- [John Brockelman, Chief Marketing Officer, State Street Global Advisors](https://thefcs.org/product/event64dba326406f5)
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- [Tim Rea, Chief Experience, Brand & Marketing Officer, Edward Jones](https://thefcs.org/product/event6490848a42f8f)
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- [Emily Pachuta, Chief Marketing & Analytics Officer, Americas, Invesco](https://thefcs.org/product/event639c8e95054fa)
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- [Wendeline Dill, Head of Advisor & Field Marketing, JP Morgan Wealth Management](https://thefcs.org/product/event63594b8b62773)
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- [Jennifer Halloran, CMO, MassMutual, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630e4b3c6792c)
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- [Members Only: Gordon Abel, Chief Marketing Officer and Head of D&I, Dynasty Financial Partners](https://thefcs.org/product/event630e4b42a90cc)
- [Kate Ardini, Chief Marketing Officer, John Hancock, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630e4b4131184)
- [Members Only: Justin Poser, EVP, CMO, M&T Bank and Wilmington Trust Business Lines](https://thefcs.org/product/event630e4b3b84aeb)
- [FCS Charlotte Virtual Event: Personalization with the Right View of Your Customers](https://thefcs.org/product/event630a0aa873a06)
- [Marie O’Neill, Senior Vice President, Marketing, Ameriprise Financial, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630a0aa8e263b)
- [23rd Annual FCS Charity Golf Tournament & Tennis Day](https://thefcs.org/product/event630a0aa65f9ff)
- [28th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630a0aa6f214b)
- [“Leadership: Managing Your Career, Team and Life”](https://thefcs.org/product/event630a0aa598f83)
- [Members Only: Heather Randolph Carter, Chief Marketing & Communication Officer, LPL Financial](https://thefcs.org/product/event630a0aa5e982e)
- [Toni Clayton-Hine, Chief Marketing Officer, Americas, EY, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630a0aa46a576)
- [“The Crypto Frontier: ETFs and Beyond”](https://thefcs.org/product/event630a0aa4e4e1c)
- [Members Only: Toni Clayton-Hine, Chief Marketing Officer, EY Americas](https://thefcs.org/product/event630a0aa30c650)
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- [Andrea Brimmer, Chief Marketing & PR Officer, Ally, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630a0aa2011dc)
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- [FCS YMC TALKS: “The New Era of Social Media”](https://thefcs.org/product/event630a0aa175e69)
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- [Members Only: Melissa Lowry, Chief Marketing Officer, Zelle](https://thefcs.org/product/event630a0aa09a830)
- [Raja Rajamannar, Chief Marketing & Communications Officer, Mastercard, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630a0aa0e71de)
- [Leslie Walstrom, Global Head of Marketing, Columbia Threadneedle Investments, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630a0a9f1334e)
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- [“The Enduring Power of Audio”](https://thefcs.org/product/event630a0a9d9b334)
- [Linda Arrington, CMO, Commercial Banking, JPMorgan Chase, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630a0a9c618bb)
- [FCS Race for Kids 2022 Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event630a0a9cd2af3)
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- [Living Ratings 2021: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event630a0a9ac288f)
- [“The New Office Culture”](https://thefcs.org/product/event630a0a995cd17)
- [Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630a0a99d48c9)
- [Members Only: Linda Arrington, Chief Marketing Officer – Commerical Bank, JP Morgan Chase](https://thefcs.org/product/event630a0a980d445)
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- [Members Only: Michael Collins, Chief Marketing Officer, CFA Institute](https://thefcs.org/product/event630a0a9793709)
- [“Understanding the Next Generation Investor”](https://thefcs.org/product/event630a0a96308c2)
- [27th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630a0a96a2422)
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- [“The Intersection of Art + Finance”](https://thefcs.org/product/event630a0a95b73cd)
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- [Members Only: Benji Baer, Chief Marketing Officer, CBRE](https://thefcs.org/product/event630a0a9355a77)
- [22nd Annual FCS Charity Golf Tournament and Tennis Day](https://thefcs.org/product/event630a0a93bae12)
- [“Marketing Transformative Fintech”](https://thefcs.org/product/event630a0a92589e3)
- [Members Only: Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets US](https://thefcs.org/product/event630a0a92dc606)
- [Members Only: Lee Hurley, Chief Marketing Officer, Northwestern Mutual](https://thefcs.org/product/event630a0a9174eea)
- [“Building Trust in Financial Services Post-Covid”](https://thefcs.org/product/event630a0a91e6d8f)
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- [“The New Face of Wealth: Women”](https://thefcs.org/product/event630a0a90eed5e)
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- [Members Only: Deborah Bussière, Global Chief Marketing Officer, Broadridge Financial Solutions](https://thefcs.org/product/event630a0a8f7aa04)
- [FCS Diversity & Inclusion Forum: Renée Baker, Raymond James](https://thefcs.org/product/event630a0a8ff090c)
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- [Webinar: “Financial Marketing’s Future in a Post-Pandemic World”](https://thefcs.org/product/event630a0a8ccbfde)
- [Members Only: Tyrrell Schmidt, U.S. Chief Marketing Officer and Head of Global Brand, TD Bank](https://thefcs.org/product/event630a0a8b41523)
- [15th Anniversary FCS Financial Marketer of the Year Virtual Awards Ceremony](https://thefcs.org/product/event630a0a8ba1e80)
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- [Webinar: “Improving Diversity in the Workplace and in Marketing”](https://thefcs.org/product/event630a0a896d7f4)
- [Members Only: Michael Lacorazza, EVP, Chief Marketing Officer of Wells Fargo](https://thefcs.org/product/event630a0a89e009e)
- [Members Only: Barbara Goose, Chief Marketing Officer, John Hancock](https://thefcs.org/product/event630a0a8826ca3)
- [Webinar: “Women and Wealth”](https://thefcs.org/product/event630a0a88898d8)
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- [Members Only: Ben Jankowksi, Group Head, Global Media, Mastercard](https://thefcs.org/product/event630a0a87ad518)
- [Members Only: Sylvia Toense, Head of Global Brand Marketing, T. Rowe Price](https://thefcs.org/product/event630a0a865984d)
- [Living Ratings 2020: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event630a0a86c5f68)
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- [Members Only: Russell Findlay, Global Chief Marketing Officer, Hiscox](https://thefcs.org/product/event630a0a8453a17)
- [Members Only: David Thuma, EVP, Chief Marketing Officer, PNC](https://thefcs.org/product/event630a0a84b4b8e)
- [Members Only: Andrea Brimmer, Chief Marketing & PR Officer, Ally](https://thefcs.org/product/event630a0a831be34)
- [Members Only: Betsy Palmer, Chief Marketing Officer, Life & Retirement, AIG](https://thefcs.org/product/event630a0a83840c8)
- [Members Only: Brenda Tsai, Chief Marketing Officer of BNY Mellon](https://thefcs.org/product/event630a0a83f133a)
- [Members Only: Jennifer Halloran, Head of Marketing & Brand, MassMutual](https://thefcs.org/product/event630a0a821a6e3)
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- [Members Only: Andrea Zaretsky, CMO, E*TRADE](https://thefcs.org/product/event630a0a8125d66)
- [Members Only: Emily Pachuta, Chief Marketing & Analytics Officer, Americas, for Invesco](https://thefcs.org/product/event630a0a81928f8)
- [Webinar: “Beyond the Event Horizon: Rethinking In-Person Events”](https://thefcs.org/product/event630a0a80292ee)
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- [26th Annual FCS Portfolio Awards VIRTUAL Gala](https://thefcs.org/product/event630a0a7fb2e43)
- [Webinar: “Marketing ETFs In Uncertain & Volatile Times” with iShares CMO Alex Craddock](https://thefcs.org/product/event630a0a7e4a598)
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- [E*TRADE’s Chief Marketing Officer Andrea Zaretsky at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a7a43dd2)
- [26th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630a0a7ab9a34)
- [Sheryl Markov, Head of Digital Marketing COE at Northern Trust, at FCS Chicago Executive Spotlight Breakfast](https://thefcs.org/product/event630a0a7944f60)
- [In Conversation with Porter Gale, CMO, Personal Capital](https://thefcs.org/product/event630a0a79c1dd7)
- [21st Annual FCS Charity Golf Tournament, Tues. Sept. 29](https://thefcs.org/product/event630a0a7803a7e)
- [“The New Financial Services Marketer”](https://thefcs.org/product/event630a0a788d8b0)
- [Macquarie CMO Neil Siegel to Headline FCS Philly Cocktails with Content on Main Line](https://thefcs.org/product/event630a0a7708af4)
- [Michelle Malcolm, Vice President, Institutional Marketing, E*TRADE, at FCS Chicago Executive Spotlight Luncheon](https://thefcs.org/product/event630a0a777dff0)
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- [Kathryn Ferrero, Chief Marketing Officer, Equitable, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a7339959)
- [FCS Charity Holiday Party 2019](https://thefcs.org/product/event630a0a73c71f8)
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- [“What High-Net-Worth Investors Want from Their FAs”](https://thefcs.org/product/event630a0a7119741)
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- [“The Evolving Role of Financial Advisors”](https://thefcs.org/product/event630a0a6042e82)
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- [SOLD OUT: Niharika Shah, Prudential’s Head of Brand Marketing, Advertising and Global Insights, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a5fd47f5)
- [“Is Your Financial Brand Relatable?”](https://thefcs.org/product/event630a0a5e35bf8)
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- [FCS YMC TALKS: “The Data Debate”](https://thefcs.org/product/event630a0a5bc948a)
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- [“Blockchain & Crypto: How Do I Market This?”](https://thefcs.org/product/event630a0a56c0444)
- [“Millennials with Money” Research & Panel Luncheon](https://thefcs.org/product/event630a0a55276c6)
- [SOLD OUT: 4th Annual FCS Rangers Night](https://thefcs.org/product/event630a0a55ace02)
- [Dipti Kachru, CMO, Chase Wealth at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a547b42f)
- [“The Voice Revolution: The Next Wave of Opportunity”](https://thefcs.org/product/event630a0a536a565)
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- [Jason Hill, Goldman Sachs’ Vice President, Brand & Content, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a52676eb)
- [FCS NYC Holiday Spectacular “Silver & Gold”](https://thefcs.org/product/event630a0a52f2446)
- [SOLD OUT:  Marty Willis, Nuveen at FCS Chicago CMO Spotlight Luncheon](https://thefcs.org/product/event630a0a514f9cb)
- [“Consumer Centricity”](https://thefcs.org/product/event630a0a51db1f1)
- [7th Annual FCS Charity Libations Tasting](https://thefcs.org/product/event630a0a5053e25)
- [“Benchmarking Brand & Digital Intelligence of Asset Managers”](https://thefcs.org/product/event630a0a50cb13c)
- [13th Annual FCS Marketer of the Year Award Gala, celebrating E*TRADE](https://thefcs.org/product/event630a0a4f043fe)
- [20th Anniversary FCS RACE FOR KIDS Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event630a0a4f4eba5)
- [“Marketing Financial Technology to Investors”](https://thefcs.org/product/event630a0a4fb72c6)
- [“Evaluating Content Marketing Campaigns”](https://thefcs.org/product/event630a0a4e4ab84)
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- [“Change Management: Best Practices for Communicating Significant Changes”](https://thefcs.org/product/event630a0a4d4e5e7)
- [“Blockchain in Marketing: Imminent Promise, Real Challenges”](https://thefcs.org/product/event630a0a4dc8b5d)
- [Jennifer Halloran, MassMutual’s head of Brand & Advertising, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a4c1f48c)
- [“The Next Generation of Investor Trust”](https://thefcs.org/product/event630a0a4cae80d)
- [FCS YMC New York Summer Social 2018](https://thefcs.org/product/event630a0a4b89cb6)
- [“Fintech and Traditional Finance: Lessons for Better Collaboration”](https://thefcs.org/product/event630a0a4aa419a)
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- [“How Financial Brands Win Consumers on Mobile”](https://thefcs.org/product/event630a0a474094d)
- [“Financial Marketing Challenges & Priorities for 2019”](https://thefcs.org/product/event630a0a47bee26)
- [19th Annual FCS Charity Golf Tournament](https://thefcs.org/product/event630a0a469c0e4)
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- [SOLD OUT “The Next Generation of Trust”](https://thefcs.org/product/event630a0a45f29aa)
- [SOLD OUT “Experiential Marketing: Bringing Financial Brands to Life”](https://thefcs.org/product/event630a0a44481b7)
- [SOLD OUT: Marty Willis, CMO, Nuveen at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a44cdbe2)
- [“Marketing Financial Services to Women”](https://thefcs.org/product/event630a0a4307966)
- [Peter Eliopoulos, CMO, M&T Bank and Wilmington Trust at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630a0a43a8104)
- [“Impact Marketing for Impact Investing”](https://thefcs.org/product/event630a0a4252cc3)
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- [CMO Spotlight: Brighthouse Financial’s Matthew Quale, at FCS Chicago luncheon](https://thefcs.org/product/event630a0a3f63041)
- [“Performance, Trust & Best Interests: Marketing to Financial Advisors”](https://thefcs.org/product/event630a0a3ff0066)
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- [Culture-Driven Marketing Trends in 2018](https://thefcs.org/product/event630a0a3da343d)
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- [“Disruptive ETFs Demand Differentiated Marketing”](https://thefcs.org/product/event630a0a3cb379f)
- [FCS Mardi Gras 2018](https://thefcs.org/product/event630a0a3b09fc5)
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- [SOLD OUT: “Personalization & Customer Experience in the Age of Digital Marketing”](https://thefcs.org/product/event630a0a3bd46f9)
- [“The Future of Finance”](https://thefcs.org/product/event630a0a3a72621)
- [“Focus on Philanthropy”](https://thefcs.org/product/event630a0a394feac)
- [“Identifying the Financial Audience by Mindset”](https://thefcs.org/product/event630a0a39c9709)
- [SOLD OUT: 24th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630a0a38661c8)
- [“Mission Critical: Creativity in Corp Comms”](https://thefcs.org/product/event630a0a38aaad3)
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- [“Measuring the Mobile-First Mindset”](https://thefcs.org/product/event630a0a37ce8d8)
- [“Seeking Transparency in the Digital World”](https://thefcs.org/product/event630a0a362c273)
- [19th Annual FCS Race for Kids Marketing Summit & Charity Fundraiser](https://thefcs.org/product/event630a0a36d59a9)
- [“Measuring & Evaluating Content Marketing Campaigns”](https://thefcs.org/product/event630a0a3513fe3)
- [YMC TALKS: FinTech Disruptors](https://thefcs.org/product/event630a0a35a89b8)
- [Jeremy Skule, Chief Marketing Officer, Nasdaq at FCS CMO Luncheon Series](https://thefcs.org/product/event630a0a34835f4)
- [FCS 50th Anniversary Party](https://thefcs.org/product/event630a0a33229ad)
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- [“Drive or Ride? Elevating Marketing from Sales Support to Strategic Partner”](https://thefcs.org/product/event630a0a3289d00)
- [“Marketing Financial Services to Women”](https://thefcs.org/product/event630a0a3120e4b)
- [12th Annual FCS Financial Marketer of the Year Gala & Holiday Party](https://thefcs.org/product/event630a0a3199de6)
- [“Benchmarking Digital & Social for Financial”](https://thefcs.org/product/event630a0a302eacb)
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- [“When Robos Disrupt, Marketers Must Lead”](https://thefcs.org/product/event630a0a2f699c8)
- [THE EXCHANGE Talk Series, Vol. 3](https://thefcs.org/product/event630a0a2fa866d)
- [Lea Stendahl, CMO, E*TRADE Financial at FCS CMO Luncheon Series](https://thefcs.org/product/event630a0a2fe8b46)
- [“The Power of Culture in Financial Branding”](https://thefcs.org/product/event630a0a2e1c0e1)
- [“Marketing to the Millennials: Myths & Realities”](https://thefcs.org/product/event630a0a2ed236c)
- [Stephen Tisdalle, CMO, SSGA at FCS CMO Luncheon Series](https://thefcs.org/product/event630a0a2d8fc3a)
- [“Programmatic in a Creative World”](https://thefcs.org/product/event630a0a2c9f80f)
- [“Stories of Success” – FCS SF YMC Launch Event](https://thefcs.org/product/event630a0a2a2710a)
- [“Put Me In, Coach!  Financial Branding in Sports”](https://thefcs.org/product/event630a0a2af26ff)
- [“Marketing to Financial Advisors”](https://thefcs.org/product/event630a0a296b395)
- [“Humanizing Financial Services”](https://thefcs.org/product/event630a0a283ee17)
- [“Influencer Marketing and Financial Services”](https://thefcs.org/product/event630a0a26a3b88)
- [“Journalism, Alternative Facts and the Impact on Brand”](https://thefcs.org/product/event630a0a252b35c)
- [FCS YMC Summer Social at The Frying Pan](https://thefcs.org/product/event630a0a25f301c)
- [“Kill Marketing to Save It: New Content-Driven Strategies for Financial Services Companies”](https://thefcs.org/product/event630a0a243ef68)
- [November Luncheon 2015](https://thefcs.org/product/event630a0a24e4bc6)
- [18th Annual FCS Charity Golf Tournament RESCHEDULED](https://thefcs.org/product/event630a0a226c199)
- [“The State of Custom Content”  SOLD OUT](https://thefcs.org/product/event630a0a22ba512)
- [Patrick McLean, CMO, TD Bank, at FCS CMO Luncheon Series](https://thefcs.org/product/event630a0a20d64cf)
- [“Mobile – The Financial Management Sidekick”](https://thefcs.org/product/event630a0a1f4a62a)
- [“The Power of Audio” — a Cocktails with Content event](https://thefcs.org/product/event630a0a1e7f402)
- [“Artificial Reality: Standard Marketing Plans Do Not Apply”](https://thefcs.org/product/event630a0a1c0800f)
- [Luncheon with UBS — multiple Portfolio Award-winner](https://thefcs.org/product/event630a0a1ccd1a0)
- [FCS Charity Tennis Day 2017](https://thefcs.org/product/event630a0a1b4f87a)
- [The Science of Social: How Decision Makers Use Digital Media](https://thefcs.org/product/event630a0a1a8f5af)
- [“Podcasting On The Rise”](https://thefcs.org/product/event630a0a190244a)
- [A.I. Invasion: Machine Learning and Financial Services](https://thefcs.org/product/event630a0a19bb380)
- [“Content Marketing: Creation/Distribution/Engagement”](https://thefcs.org/product/event630a0a180df22)
- [“Fearless Markets vs. The Trump Effect”](https://thefcs.org/product/event630a0a172ce8d)
- [“Bridging Gender Inequality & the Generational Gap”](https://thefcs.org/product/event630a0a1630651)
- [THE EXCHANGE Talk Series, Vol. 2](https://thefcs.org/product/event630a0a153de7d)
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- [“A New Era for FinTech – and Banking”](https://thefcs.org/product/event630a0a0fbfec0)
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- [“How Digital Media is Upending Financial Communications”](https://thefcs.org/product/event630a0a0b16129)
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- [18th Annual FCS RACE FOR KIDS Marketing Summit](https://thefcs.org/product/event630a0a09277ba)
- [Bank of America’s Lou Paskalis on “The Value of Customer Relationships”](https://thefcs.org/product/event630a0a0964da8)
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- [SOLD OUT – Philadelphia Breakfast: Humanizing Financial Brands](https://thefcs.org/product/event630a0a0620ea8)
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- [FCS 60 Breakfast: Corporate Social Responsibility & Financial Marketing](https://thefcs.org/product/event630a0a01b6425)
- [22nd Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630a0a01f1077)
- [March CMO Luncheon: Chris Poe, Hartford Funds](https://thefcs.org/product/event630a0a00469f7)
- [New York Rangers Game Night](https://thefcs.org/product/event630a0a0091820)
- [YMC and StreetWise Partners Reception](https://thefcs.org/product/event630a0a00cd886)
- [Mardi Gras 2016](https://thefcs.org/product/event630a09ff05598)
- [February CMO Luncheon: Mandell Crawley, Morgan Stanley](https://thefcs.org/product/event630a09ff7317a)
- [YMC TALKS: Psychology, Marketing & Personal Finance](https://thefcs.org/product/event630a09febda95)
- [Sample Social](https://thefcs.org/product/event62f9e505da1cb)
- [New Event](https://thefcs.org/product/event63086c4ea5f65)
- [TEST Event – Happy Hour](https://thefcs.org/product/event6307d7f6f0d35)
- [Jennifer Halloran, CMO, MassMutual, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772f278144)
- [Members Only: Justin Poser, EVP, CMO, M&T Bank and Wilmington Trust Business Lines](https://thefcs.org/product/event630772f1bb2f5)
- [“The Changing Payments Marketing Landscape”](https://thefcs.org/product/event630772f044928)
- [Marie O’Neill, Senior Vice President, Marketing, Ameriprise Financial, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772ee1948b)
- [Brian Buckley, CMO, Nasdaq, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772eee6dda)
- [FCS Charlotte Virtual Event: Personalization with the Right View of Your Customers](https://thefcs.org/product/event630772eb65938)
- [FCS YMC TALKS: Robos and Humans – Destined Together or Foes Forever?](https://thefcs.org/product/event630772ea107ed)
- [28th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630772e686dd0)
- [23rd Annual FCS Charity Golf Tournament & Tennis Day](https://thefcs.org/product/event630772e5a99af)
- [Members Only: Heather Randolph Carter, Chief Marketing & Communication Officer, LPL Financial](https://thefcs.org/product/event630772e4a35de)
- [“Leadership: Managing Your Career, Team and Life”](https://thefcs.org/product/event630772e2cdcf3)
- [“The Crypto Frontier: ETFs and Beyond”](https://thefcs.org/product/event630772e0af25d)
- [Toni Clayton-Hine, Chief Marketing Officer, Americas, EY, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772dfec2d6)
- [Members Only: Janette Caballero Jovic, Head of Strategic Marketing & Content Communications, UBS Wealth Management USA](https://thefcs.org/product/event630772dee3a57)
- [Members Only: Andrea Williams, Managing Director, Head of Media Relations, Goldman Sachs](https://thefcs.org/product/event630772dda0de2)
- [Members Only: Toni Clayton-Hine, Chief Marketing Officer, EY Americas](https://thefcs.org/product/event630772dc958d4)
- [Members Only: Richard Parkinson, Chief Brand Officer, Prudential Financial](https://thefcs.org/product/event630772db83948)
- [Andrea Brimmer, Chief Marketing & PR Officer, Ally, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772daae2bc)
- [FCS YMC TALKS: “The New Era of Social Media”](https://thefcs.org/product/event630772d819393)
- [Members Only: Melissa Lowry, Chief Marketing Officer, Zelle](https://thefcs.org/product/event630772d61f1a1)
- [Raja Rajamannar, Chief Marketing & Communications Officer, Mastercard, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772d6d84f9)
- [Members Only: Leslie Walstrom, Global Head of Marketing, Columbia Threadneedle Investments](https://thefcs.org/product/event630772d4ed441)
- [“Multicultural Marketing Redefined”](https://thefcs.org/product/event630772d3cf472)
- [6th Annual New York Rangers Game Night at Madison Square Garden](https://thefcs.org/product/event630772d2c3a35)
- [Leslie Walstrom, Global Head of Marketing, Columbia Threadneedle Investments, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772d1a079d)
- [Arianna Orpello, Managing Director, Consumer and Wealth Management, Goldman Sachs, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772d041ba8)
- [FCS Virtual Spotlight Event: Christine Anderson, Global Head of External Relations, Blackstone](https://thefcs.org/product/event630772ceee58b)
- [“The Enduring Power of Audio”](https://thefcs.org/product/event630772cd5284f)
- [FCS Race for Kids 2022 Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event630772ca655e8)
- [Linda Arrington, CMO, Commercial Banking, JPMorgan Chase, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772c97f7c4)
- [FCS Virtual Spotlight Event: Stephanie Dobbs Brown, CMO, Intercontinental Exchange](https://thefcs.org/product/event630772c82eada)
- [16th Annual FCS Marketer of the Year Award Gala — Live and In-Person](https://thefcs.org/product/event630772c740ee2)
- [Members Only: Jeanette Volpi, SVP, Head of Global Corporate Communications, Visa](https://thefcs.org/product/event630772c54370c)
- [Living Ratings 2021: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event630772c5e9f45)
- [Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event630772c4780f9)
- [“The New Office Culture”](https://thefcs.org/product/event630772c2938b1)
- [Members Only: Wittney Rachlin, Chief Marketing Officer, Yieldstreet](https://thefcs.org/product/event630772c193959)
- [“Driving Inclusive Digital Banking”](https://thefcs.org/product/event630772bf2de2d)
- [Members Only: Linda Arrington, Chief Marketing Officer – Commerical Bank, JP Morgan Chase](https://thefcs.org/product/event630772be11070)
- [Members Only: Rob Pinkerton, Chief Marketing Officer, Morningstar](https://thefcs.org/product/event630772bc4d0ed)
- [Members Only: Michael Collins, Chief Marketing Officer, CFA Institute](https://thefcs.org/product/event630772bcedbda)
- [27th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630772bb222e7)
- [“Understanding the Next Generation Investor”](https://thefcs.org/product/event630772b96a98a)
- [“The Intersection of Art + Finance”](https://thefcs.org/product/event630772b703972)
- [Members Only: Cathy Stahl, Global Head of Marketing, PIMCO](https://thefcs.org/product/event630772b64e2ef)
- [“Celebrating Pride Month: Trials, Tribulations and Triumph”](https://thefcs.org/product/event630772b49080a)
- [Members Only: Kevin Comer, Managing Director of Marketing, CME Group](https://thefcs.org/product/event630772b3e4a01)
- [22nd Annual FCS Charity Golf Tournament and Tennis Day](https://thefcs.org/product/event630772b2ceaeb)
- [Members Only: Benji Baer, Chief Marketing Officer, CBRE](https://thefcs.org/product/event630772b1ce30d)
- [Members Only: Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets US](https://thefcs.org/product/event630772b0adad5)
- [“Marketing Transformative Fintech”](https://thefcs.org/product/event630772ae0ff78)
- [“Building Trust in Financial Services Post-Covid”](https://thefcs.org/product/event630772ac483df)
- [Members Only: Lee Hurley, Chief Marketing Officer, Northwestern Mutual](https://thefcs.org/product/event630772ab26b48)
- [Members Only: Meredith Verdone, Chief Marketing Officer, Bank of America](https://thefcs.org/product/event630772a829ee4)
- [“The New Face of Wealth: Women”](https://thefcs.org/product/event630772a8e7454)
- [Members Only: Deborah Bussière, Global Chief Marketing Officer, Broadridge Financial Solutions](https://thefcs.org/product/event630772a60451d)
- [FCS Diversity & Inclusion Forum: Renée Baker, Raymond James](https://thefcs.org/product/event630772a6d7f3b)
- [FCS MARDI GRAS Charity Trivia Night](https://thefcs.org/product/event630772a551053)
- [Members Only: Tony Wells, Chief Brand Officer, USAA](https://thefcs.org/product/event630772a43f825)
- [Members Only: Paul Gennaro, Chief Brand and Communications Officer, Voya Financial](https://thefcs.org/product/event630772a21e363)
- [Webinar: “How Profitable Companies Can Prioritize People & The Planet”](https://thefcs.org/product/event630772a2e6949)
- [Webinar: “Navigating Your Career During Times of Uncertainty”](https://thefcs.org/product/event630772a070598)
- [Webinar: “Financial Marketing’s Future in a Post-Pandemic World”](https://thefcs.org/product/event6307729eaa86f)
- [Members Only: Hugh Dineen, Chief Marketing Officer, MetLife USA](https://thefcs.org/product/event6307729d05951)
- [Members Only: Jenna Lebel, Chief Marketing Officer, Liberty Mutual Insurance](https://thefcs.org/product/event6307729da4d5e)
- [15th Anniversary FCS Financial Marketer of the Year Virtual Awards Ceremony](https://thefcs.org/product/event6307729b87b77)
- [Members Only: Tyrrell Schmidt, U.S. Chief Marketing Officer and Head of Global Brand, TD Bank](https://thefcs.org/product/event6307729a72ddc)
- [Members Only: Bruce Ditman, Chief Marketing Officer, Marcum LLP](https://thefcs.org/product/event630772995ee28)
- [Book Event: Berta Aldrich and “Winning the Talent Shift”](https://thefcs.org/product/event63077298adf50)
- [Members Only: Michael Lacorazza, EVP, Chief Marketing Officer of Wells Fargo](https://thefcs.org/product/event630772973e0ff)
- [Webinar: “Improving Diversity in the Workplace and in Marketing”](https://thefcs.org/product/event6307729504c9e)
- [Webinar: “Hyper-Personalization: The Future of Marketing-Enabled Sales”](https://thefcs.org/product/event63077292ca79d)
- [Webinar: “Women and Wealth”](https://thefcs.org/product/event6307729031398)
- [Members Only: Barbara Goose, Chief Marketing Officer, John Hancock](https://thefcs.org/product/event6307728f72b57)
- [Members Only: Ben Jankowksi, Group Head, Global Media, Mastercard](https://thefcs.org/product/event6307728ea8af6)
- [Members Only: Connie Weaver, Chief Marketing Officer, Equitable](https://thefcs.org/product/event6307728d791b6)
- [Living Ratings 2020: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event6307728c58265)
- [Members Only: Sylvia Toense, Head of Global Brand Marketing, T. Rowe Price](https://thefcs.org/product/event6307728b36148)
- [Members Only: Beth Wood, CMO, Principal Financial Group](https://thefcs.org/product/event6307728a49530)
- [Members Only: Porter Gale, Chief Marketing, for Personal Capital](https://thefcs.org/product/event630772892b710)
- [Members Only: Marty Willis, Chief Marketing Officer, TIAA](https://thefcs.org/product/event63077287addf9)
- [Members Only: David Thuma, EVP, Chief Marketing Officer, PNC](https://thefcs.org/product/event6307728662b9d)
- [Members Only: Russell Findlay, Global Chief Marketing Officer, Hiscox](https://thefcs.org/product/event63077285ac299)
- [Members Only: Brenda Tsai, Chief Marketing Officer of BNY Mellon](https://thefcs.org/product/event63077284ea84d)
- [Members Only: Betsy Palmer, Chief Marketing Officer, Life & Retirement, AIG](https://thefcs.org/product/event6307728388cb2)
- [Members Only: Erik Schneberger, Chief Marketing Officer, American Century Investments](https://thefcs.org/product/event630772822405e)
- [Members Only: Andrea Brimmer, Chief Marketing & PR Officer, Ally](https://thefcs.org/product/event63077282d2da7)
- [Members Only: Jennifer Halloran, Head of Marketing & Brand, MassMutual](https://thefcs.org/product/event63077280b007c)
- [Members Only: Emily Pachuta, Chief Marketing & Analytics Officer, Americas, for Invesco](https://thefcs.org/product/event6307727f8fa0b)
- [Members Only: Andrea Zaretsky, CMO, E*TRADE](https://thefcs.org/product/event6307727eb69a4)
- [Webinar: “Brand to Demand in Financial Services”](https://thefcs.org/product/event6307727ce78c1)
- [Webinar: “Beyond the Event Horizon: Rethinking In-Person Events”](https://thefcs.org/product/event6307727b6295e)
- [26th Annual FCS Portfolio Awards VIRTUAL Gala](https://thefcs.org/product/event6307727a763df)
- [Macquarie CMO Neil Siegel Shares “A Marketer’s Roadmap to a Seat at the Table”](https://thefcs.org/product/event630772790e9d8)
- [YMC VIRTUAL TALKS: “Navigating Times of Crisis”](https://thefcs.org/product/event630772780abc8)
- [Webinar: “Marketing ETFs In Uncertain & Volatile Times” with iShares CMO Alex Craddock](https://thefcs.org/product/event63077277513b6)
- [Webinar: “Engaging and Enhancing Client Relationships During Crisis and Market Distress”](https://thefcs.org/product/event630772757d349)
- [Webinar: “The COVID-19 Reset: Behavioral Change – A Growth Opportunity”](https://thefcs.org/product/event630772738dd3b)
- [Webinar: “Agile Marketing in Turbulent Times”](https://thefcs.org/product/event630772729f3f0)
- [Webinar: “The COVID-19 Reset: Strategy, Marketing & Communications for a New World”](https://thefcs.org/product/event630772707b7de)
- [Webinar: “Staying the Course: Client Behavior Amid Ongoing Volatility”](https://thefcs.org/product/event6307726e13121)
- [Webinar: “The COVID-19 Reset: A Value-Based Strategic Path Forward”](https://thefcs.org/product/event6307726925e70)
- [26th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event63077267e7d15)
- [E*TRADE’s Chief Marketing Officer Andrea Zaretsky at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63077266141ef)
- [In Conversation with Porter Gale, CMO, Personal Capital](https://thefcs.org/product/event6307726430381)
- [Sheryl Markov, Head of Digital Marketing COE at Northern Trust, at FCS Chicago Executive Spotlight Breakfast](https://thefcs.org/product/event630772621dba9)
- [“The New Financial Services Marketer”](https://thefcs.org/product/event6307725fbc76a)
- [21st Annual FCS Charity Golf Tournament, Tues. Sept. 29](https://thefcs.org/product/event6307725da574d)
- [Michelle Malcolm, Vice President, Institutional Marketing, E*TRADE, at FCS Chicago Executive Spotlight Luncheon](https://thefcs.org/product/event6307725b8161f)
- [Macquarie CMO Neil Siegel to Headline FCS Philly Cocktails with Content on Main Line](https://thefcs.org/product/event63077259b6b8c)
- [Hugh Dineen, Chief Marketing Officer, Senior Vice President, MetLife USA, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630772577744b)
- [Kari Axberg, Co-Head of Marketing, New York Life at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630772551133b)
- [“How Wealth Managers Must Differentiate Themselves”](https://thefcs.org/product/event6307725009e2c)
- [SOLD OUT 5th Annual FCS Rangers Game Night](https://thefcs.org/product/event6307724e98e27)
- [“Financial Marketers Enter the Streaming Wars”](https://thefcs.org/product/event6307724cae8e6)
- [FCS Charity Holiday Party 2019](https://thefcs.org/product/event6307724b249d2)
- [Kathryn Ferrero, Chief Marketing Officer, Equitable, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630772497b8e4)
- [Paul Gennaro, SVP, Chief Brand & Communications Officer, Voya Financial, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63077247c5cab)
- [One-on-One Talk with American Express’ Howard Grosfield,  EVP & General Manager, U.S. Consumer Marketing Services](https://thefcs.org/product/event63077245c2961)
- [“What High-Net-Worth Investors Want from Their FAs”](https://thefcs.org/product/event6307724482ec9)
- [“Maximizing Your Financial Marketing Career”](https://thefcs.org/product/event63077241ad4e3)
- [Living Ratings: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event63077240791e9)
- [One-on-One Talk with Renee Brown, SVP, Marketing at OptumCare](https://thefcs.org/product/event6307723ec4472)
- [“Millennial Investing and Financial Wealth”](https://thefcs.org/product/event6307723b78c82)
- [FCS Race for Kids 2020: Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event6307723953dfe)
- [FCS YMC TALKS: “The Next Gen Investor”](https://thefcs.org/product/event6307723690944)
- [“Brand Purpose in Financial Marketing”](https://thefcs.org/product/event63077234e2dc4)
- [Jennifer Breithaupt, Global Consumer CMO, Citi, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630772331df35)
- [14th Annual FCS Marketer of the Year Award Gala](https://thefcs.org/product/event63077231f12fb)
- [SOLD OUT “Brand Purpose in Financial Marketing”](https://thefcs.org/product/event6307723000caa)
- [SOLD OUT: “Financial Marketing 2020: Digital Strategies Take the Lead”](https://thefcs.org/product/event6307722dea8a0)
- [SOLD OUT: Digital Marketing of Financial Services 2020](https://thefcs.org/product/event6307722a3c320)
- [FCS Charity Billiards Night in New York](https://thefcs.org/product/event63077228b2cd7)
- [SOLD OUT “What High-Net-Worth Investors Want from Their Advisers”](https://thefcs.org/product/event6307722596fba)
- [“Managing Your Greatest Asset — Your Brand Reputation”](https://thefcs.org/product/event630772227a77c)
- [FCS YMC Summer Fiesta](https://thefcs.org/product/event63077220d17ef)
- [SOLD OUT: FCS CMO EXCHANGE Talk Series, Vol. 3](https://thefcs.org/product/event6307721e726c6)
- [SOLD OUT: “Bank Innovation vs. Fintech”](https://thefcs.org/product/event6307721b017e0)
- [Marie O’Neill, SVP of Marketing, Ameriprise Financial, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630772195915e)
- [SOLD OUT: Meredith Verdone, Chief Marketing Officer, Bank of America, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630772177dbb5)
- [Patrick McLean, EVP, Chief Marketing Officer, TD Bank, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630772160616a)
- [Emily Pachuta, Chief Marketing & Analytics Officer, Invesco, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event6307721420395)
- [20th Anniversary FCS Charity Golf Tournament](https://thefcs.org/product/event63077212532f9)
- [Barbara Goose, Chief Marketing Officer, John Hancock, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event6307721041b7b)
- [Brenda Tsai, Chief Marketing Officer, BNY Mellon, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event6307720faac21)
- [SOLD OUT “Financial Services Ad Agency Round-Up”](https://thefcs.org/product/event6307720d04898)
- [SOLD OUT: Dustin Cohn, Head, Brand Marketing for Consumer & Investment Management, Marcus by Goldman Sachs, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event6307720b41463)
- [SOLD OUT: FCS Education Summit “Creative Excellence Takes Center Stage”](https://thefcs.org/product/event630772054de32)
- [“Scaling Editorial Content Solutions”](https://thefcs.org/product/event63077203ad05d)
- [“The Evolving Role of Financial Advisors”](https://thefcs.org/product/event63077200b29b7)
- [SOLD OUT: Niharika Shah, Prudential’s Head of Brand Marketing, Advertising and Global Insights, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630771ff2d92a)
- [SOLD OUT “How Financial Marketers Get Content Right”](https://thefcs.org/product/event630771fbadcdf)
- [SOLD OUT “Marketing Personalization”](https://thefcs.org/product/event630771f845897)
- [“Is Your Financial Brand Relatable?”](https://thefcs.org/product/event630771f4f05e8)
- [SOLD OUT “Activating Clients in the Digital World”](https://thefcs.org/product/event630771f2563ad)
- [“Winning over Women in Financial Services”](https://thefcs.org/product/event630771ef35fd0)
- [SOLD OUT “Personalize or Perish”](https://thefcs.org/product/event630771ec77b9e)
- [test](https://thefcs.org/product/event630771e983d4e)
- [FCS YMC TALKS: “The Data Debate”](https://thefcs.org/product/event630771e9dd479)
- [SOLD OUT 25th Anniversary FCS Portfolio Awards Gala](https://thefcs.org/product/event630771e776840)
- [“Marketing During Generational Shifts”](https://thefcs.org/product/event630771e552b00)
- [“Transformative Content Marketing Trends”](https://thefcs.org/product/event630771e2992ff)
- [“Financial Services Marketing in a Data-Driven Era”](https://thefcs.org/product/event630771e0632ed)
- [active passive](https://thefcs.org/product/event630771dfb2591)
- [“Banking in a Cashless Society”](https://thefcs.org/product/event630771dd34e02)
- [“ESG: Passing Fad or the Future of Investing?”](https://thefcs.org/product/event630771da88915)
- [“Blockchain & Crypto: How Do I Market This?”](https://thefcs.org/product/event630771d84d6a8)
- [“What Does Brand Safety and Suitability Mean for Your Brand?”](https://thefcs.org/product/event630771d60f3df)
- [SOLD OUT: 4th Annual FCS Rangers Night](https://thefcs.org/product/event630771d47475a)
- [“Millennials with Money” Research & Panel Luncheon](https://thefcs.org/product/event630771d182ae8)
- [Dipti Kachru, CMO, Chase Wealth at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630771d01c97e)
- [FCS YMC TALKS: “Navigating Your Career”](https://thefcs.org/product/event630771cdc6376)
- [“The Voice Revolution: The Next Wave of Opportunity”](https://thefcs.org/product/event630771cb8bf62)
- [FCS NYC Holiday Spectacular “Silver & Gold”](https://thefcs.org/product/event630771cab2cbf)
- [Jason Hill, Goldman Sachs’ Vice President, Brand & Content, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630771c94856f)
- [“Consumer Centricity”](https://thefcs.org/product/event630771c6b938e)
- [SOLD OUT:  Marty Willis, Nuveen at FCS Chicago CMO Spotlight Luncheon](https://thefcs.org/product/event630771c5383ea)
- [“Benchmarking Brand & Digital Intelligence of Asset Managers”](https://thefcs.org/product/event630771c3d07e2)
- [7th Annual FCS Charity Libations Tasting](https://thefcs.org/product/event630771c1c0d18)
- [“Marketing Financial Technology to Investors”](https://thefcs.org/product/event630771bf458c6)
- [testevent](https://thefcs.org/product/event630771bd12962)
- [13th Annual FCS Marketer of the Year Award Gala, celebrating E*TRADE](https://thefcs.org/product/event630771bd6060f)
- [20th Anniversary FCS RACE FOR KIDS Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event630771bdd5b13)
- [“Evaluating Content Marketing Campaigns”](https://thefcs.org/product/event630771bb6144d)
- [“Blockchain in Marketing: Imminent Promise, Real Challenges”](https://thefcs.org/product/event630771b9e0da8)
- [“Change Management: Best Practices for Communicating Significant Changes”](https://thefcs.org/product/event630771b77b445)
- [“The Next Generation of Investor Trust”](https://thefcs.org/product/event630771b5b3103)
- [Jennifer Halloran, MassMutual’s head of Brand & Advertising, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630771b3f0f02)
- [FCS YMC New York Summer Social 2018](https://thefcs.org/product/event630771b283b99)
- [“Fintech and Traditional Finance: Lessons for Better Collaboration”](https://thefcs.org/product/event630771af3b29a)
- [“The Rise of Responsible Investing”](https://thefcs.org/product/event630771ac2cfdd)
- [“Crypto: The Most Exciting Alternative Asset”](https://thefcs.org/product/event630771a90b289)
- [SOLD OUT:  Frank Cooper III, CMO, BlackRock at FCS New York CMO Luncheon Series](https://thefcs.org/product/event630771a717379)
- [“Financial Marketing Challenges & Priorities for 2019”](https://thefcs.org/product/event630771a4a2a3e)
- [“How Financial Brands Win Consumers on Mobile”](https://thefcs.org/product/event630771a29f0b2)
- [19th Annual FCS Charity Golf Tournament](https://thefcs.org/product/event630771a1020df)
- [SOLD OUT “The Next Generation of Trust”](https://thefcs.org/product/event6307719e267bd)
- [FCS Charity Tennis Day 2018](https://thefcs.org/product/event6307719bd2e50)
- [SOLD OUT: Marty Willis, CMO, Nuveen at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63077199f30d1)
- [SOLD OUT “Experiential Marketing: Bringing Financial Brands to Life”](https://thefcs.org/product/event630771983b5b2)
- [Peter Eliopoulos, CMO, M&T Bank and Wilmington Trust at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63077196608f7)
- [“Marketing Financial Services to Women”](https://thefcs.org/product/event63077192e5102)
- [“Impact Marketing for Impact Investing”](https://thefcs.org/product/event6307719007e74)
- [“Purposeful Content”](https://thefcs.org/product/event6307718cf2f1e)
- [“Marketing Financial Services to Women”](https://thefcs.org/product/event6307718ac66ca)
- [“Performance, Trust & Best Interests: Marketing to Financial Advisors”](https://thefcs.org/product/event63077187caab1)
- [CMO Spotlight: Brighthouse Financial’s Matthew Quale, at FCS Chicago luncheon](https://thefcs.org/product/event630771862323f)
- [Artificial Intelligence in People-Centric Financial Marketing](https://thefcs.org/product/event63077182ef6e7)
- [FCS Denver Networking Night](https://thefcs.org/product/event63077181e96d4)
- [Ben Jankowski, SVP, Global Media, Mastercard at FCS NY Luncheon Series](https://thefcs.org/product/event63077180a9f45)
- [Culture-Driven Marketing Trends in 2018](https://thefcs.org/product/event6307717e112ef)
- [“Digital Advertising Delivered: Transactional, Transparent, Transformative”](https://thefcs.org/product/event6307717af226d)
- [“Disruptive ETFs Demand Differentiated Marketing”](https://thefcs.org/product/event6307717909309)
- [SOLD OUT “Women: Investors, Savers, Consumers, Coveted Relationships”](https://thefcs.org/product/event6307717686eb6)
- [3rd Annual FCS Rangers Night [SOLD OUT]](https://thefcs.org/product/event630771730bc07)
- [SOLD OUT: “Personalization & Customer Experience in the Age of Digital Marketing”](https://thefcs.org/product/event63077173f379e)
- [FCS Mardi Gras 2018](https://thefcs.org/product/event630771725cd1c)
- [“The Future of Finance”](https://thefcs.org/product/event6307717039678)
- [“Identifying the Financial Audience by Mindset”](https://thefcs.org/product/event6307716e17b1c)
- [“Focus on Philanthropy”](https://thefcs.org/product/event6307716caab24)
- [“Mission Critical: Creativity in Corp Comms”](https://thefcs.org/product/event63077169bdca1)
- [SOLD OUT: 24th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event63077167db54a)
- [“Measuring the Mobile-First Mindset”](https://thefcs.org/product/event63077164af407)
- [“Branded Content: Mastering Storytelling, Distribution & Measurement”](https://thefcs.org/product/event630771616b0b7)
- [19th Annual FCS Race for Kids Marketing Summit & Charity Fundraiser](https://thefcs.org/product/event63077160d6b92)
- [“Seeking Transparency in the Digital World”](https://thefcs.org/product/event6307715d7109f)
- [YMC TALKS: FinTech Disruptors](https://thefcs.org/product/event6307715babc4e)
- [“Measuring & Evaluating Content Marketing Campaigns”](https://thefcs.org/product/event630771599918f)
- [Jeremy Skule, Chief Marketing Officer, Nasdaq at FCS CMO Luncheon Series](https://thefcs.org/product/event63077157ba800)
- [Andrea (Riley) Brimmer, Chief Marketing & Public Relations Officer, Ally Financial at FCS CMO Luncheon Series](https://thefcs.org/product/event63077156604bf)
- [FCS 50th Anniversary Party](https://thefcs.org/product/event630771540b83a)
- [Jill Kremins, CMO, BNY Mellon Wealth Management at FCS CMO Luncheon Series](https://thefcs.org/product/event63077154bd401)
- [“Drive or Ride? Elevating Marketing from Sales Support to Strategic Partner”](https://thefcs.org/product/event630771517dd98)
- [Matthew Quale, CMO, Brighthouse Financial at FCS CMO Luncheon Series](https://thefcs.org/product/event63077150b5dd0)
- [12th Annual FCS Financial Marketer of the Year Gala & Holiday Party](https://thefcs.org/product/event6307714eb8834)
- [“Marketing Financial Services to Women”](https://thefcs.org/product/event6307714ca1a48)
- [“Artificial Intelligence: Guiding the Path to Smart Financial Decisions”](https://thefcs.org/product/event6307714aa3f8c)
- [“Benchmarking Digital & Social for Financial”](https://thefcs.org/product/event630771484cd57)
- [THE EXCHANGE Talk Series, Vol. 3](https://thefcs.org/product/event6307714725e90)
- [Lea Stendahl, CMO, E*TRADE Financial at FCS CMO Luncheon Series](https://thefcs.org/product/event630771475c71e)
- [“When Robos Disrupt, Marketers Must Lead”](https://thefcs.org/product/event6307714660b55)
- [“Marketing to the Millennials: Myths & Realities”](https://thefcs.org/product/event6307714318f39)
- [“The Power of Culture in Financial Branding”](https://thefcs.org/product/event6307713d7a628)
- [Stephen Tisdalle, CMO, SSGA at FCS CMO Luncheon Series](https://thefcs.org/product/event6307713c725f6)
- [“Programmatic in a Creative World”](https://thefcs.org/product/event63077139e40ec)
- [“Put Me In, Coach!  Financial Branding in Sports”](https://thefcs.org/product/event6307713710987)
- [“Stories of Success” – FCS SF YMC Launch Event](https://thefcs.org/product/event63077135b6cca)
- [“Marketing to Financial Advisors”](https://thefcs.org/product/event63077133c9f97)
- [“Humanizing Financial Services”](https://thefcs.org/product/event630771319b129)
- [FCS YMC Summer Social at The Frying Pan](https://thefcs.org/product/event6307712e05762)
- [“Influencer Marketing and Financial Services”](https://thefcs.org/product/event6307712ea668e)
- [November Luncheon 2015](https://thefcs.org/product/event6307712b8939c)
- [“Journalism, Alternative Facts and the Impact on Brand”](https://thefcs.org/product/event6307712bc2e8b)
- [“Kill Marketing to Save It: New Content-Driven Strategies for Financial Services Companies”](https://thefcs.org/product/event63077129d4c38)
- [“The State of Custom Content”  SOLD OUT](https://thefcs.org/product/event63077124ba3de)
- [18th Annual FCS Charity Golf Tournament RESCHEDULED](https://thefcs.org/product/event6307712377ee0)
- [Patrick McLean, CMO, TD Bank, at FCS CMO Luncheon Series](https://thefcs.org/product/event63077121a8de2)
- [“Mobile – The Financial Management Sidekick”](https://thefcs.org/product/event6307711f0f52c)
- [“The Power of Audio” — a Cocktails with Content event](https://thefcs.org/product/event6307711ca5e25)
- [Luncheon with UBS — multiple Portfolio Award-winner](https://thefcs.org/product/event6307711a3acc6)
- [“Artificial Reality: Standard Marketing Plans Do Not Apply”](https://thefcs.org/product/event6307711865f3d)
- [FCS Charity Tennis Day 2017](https://thefcs.org/product/event630771174acab)
- [The Science of Social: How Decision Makers Use Digital Media](https://thefcs.org/product/event630771160da51)
- [A.I. Invasion: Machine Learning and Financial Services](https://thefcs.org/product/event63077113bfbdb)
- [“Podcasting On The Rise”](https://thefcs.org/product/event63077111d93ab)
- [“Content Marketing: Creation/Distribution/Engagement”](https://thefcs.org/product/event6307710f6f354)
- [“Fearless Markets vs. The Trump Effect”](https://thefcs.org/product/event6307710d3656f)
- [“Bridging Gender Inequality & the Generational Gap”](https://thefcs.org/product/event6307710926bbb)
- [THE EXCHANGE Talk Series, Vol. 2](https://thefcs.org/product/event6307710795357)
- [Invitation Only](https://thefcs.org/product/event63077106c0f12)
- [Programmatic: Transactional Efficiency vs. Relationship Effectiveness](https://thefcs.org/product/event630771045cf91)
- [FCS Global Goals Summit: Brands for Impact](https://thefcs.org/product/event63077102e04b4)
- [FCS Central Lunch: Financial Services 2026 – Will You Be Ready?](https://thefcs.org/product/event630771011a963)
- [FCS Central Lunch:  Ad Agency Roundtable:  2016 Trends and Tactics](https://thefcs.org/product/event630771018b47f)
- [Fourth Annual Sports Marketing Breakfast](https://thefcs.org/product/event63077101ebf5b)
- [“A New Era for FinTech – and Banking”](https://thefcs.org/product/event630770ff438fd)
- [23rd Annual FCS Portfolio Awards](https://thefcs.org/product/event630770fe8c14d)
- [David May, CMO, AIG, at CMO LUNCHEON SERIES](https://thefcs.org/product/event630770fd7de2a)
- [“The New Wisdom of Women & Wealth”](https://thefcs.org/product/event630770fbc9781)
- [FCS Mardi Gras](https://thefcs.org/product/event630770fa11742)
- [J.P. Morgan Asset Management’s Jaime Kalfus on “Solving Our Brand Story”](https://thefcs.org/product/event630770f91c857)
- [“How Digital Media is Upending Financial Communications”](https://thefcs.org/product/event630770f732a42)
- [New York Rangers Game Night](https://thefcs.org/product/event630770f623ffc)
- [Bank of America’s Lou Paskalis on “The Value of Customer Relationships”](https://thefcs.org/product/event630770f500efd)
- [November Luncheon: Allison Bennett, CMO, Business – JPMorgan Chase](https://thefcs.org/product/event630770f41287d)
- [December Luncheon: Xerox CMO Toni Clayton-Hine](https://thefcs.org/product/event630770f453ee9)
- [18th Annual FCS RACE FOR KIDS Marketing Summit](https://thefcs.org/product/event630770f491d1b)
- [11th Annual FCS Financial Marketer of the Year Gala](https://thefcs.org/product/event630770f302edd)
- [FCS Los Angeles: Branded Content in Financial Marketing](https://thefcs.org/product/event630770f3367de)
- [FCS WEST FinTech “Cocktails with Content”](https://thefcs.org/product/event630770f36aeb9)
- [6th Annual FCS Libations Tasting: Red, White and Content!](https://thefcs.org/product/event630770f39cb40)
- [FCS Charlotte: Winning the Millennial Financial Consumer](https://thefcs.org/product/event630770f3d4652)
- [FCS WEST: Content Marketing in Financial Services & FinTech](https://thefcs.org/product/event630770f2082a0)
- [Executive Education Summit: The Future of Financial Marketing](https://thefcs.org/product/event630770f23a2ae)
- [YMC TALKS: Liza Landsman, Chief Customer Officer, Jet.com](https://thefcs.org/product/event630770f26bc2f)
- [October Luncheon: Jake Turner, Brown Brothers Harriman](https://thefcs.org/product/event630770f29c90e)
- [FCS BOSTON: “Marketing Financial Services to Millennials”](https://thefcs.org/product/event630770f2cc109)
- [SOLD OUT – FCS Breakfast: Why Financial Marketers Roll with Video Content](https://thefcs.org/product/event630770f129cec)
- [September Luncheon: Deloitte CMO Diana O’Brien](https://thefcs.org/product/event630770f15b9e5)
- [SOLD OUT – Sept. Breakfast: Brand Storytelling through Custom Content](https://thefcs.org/product/event630770f190b62)
- [SOLD OUT – Philadelphia Breakfast: Humanizing Financial Brands](https://thefcs.org/product/event630770f1c63bd)
- [FCS Charity Golf Tournament 2016](https://thefcs.org/product/event630770f04ee5f)
- [SOLD OUT – FCS ’60’ Breakfast: Sales & Marketing, The New Power Couple](https://thefcs.org/product/event630770f08377a)
- [FCS WEST CMO Spotlight: Kevin Burke, Square](https://thefcs.org/product/event630770f0bb372)
- [FCS YMC Summer Social 2016](https://thefcs.org/product/event630770f0ede63)
- [FCS YMC Talks: Disruption: Personal Finance with Alexa von Tobel](https://thefcs.org/product/event630770ef063e1)
- [May Luncheon: Portfolio Award Winners](https://thefcs.org/product/event630770ef3c3fd)
- [THE EXCHANGE Talk Series](https://thefcs.org/product/event630770ef6bd4d)
- [June Luncheon: Bill Webster, AXA US](https://thefcs.org/product/event630770efa001d)
- [July Luncheon: David Thuma, PNC](https://thefcs.org/product/event630770efe0253)
- [Boston Luncheon Panel: Branded Content & Financial Marketing](https://thefcs.org/product/event630770ee2692f)
- [FCS WEST Breakfast Panel: Data, Data Everywhere](https://thefcs.org/product/event630770ee4ed19)
- [Cocktails with Content: Winning Mobile Consumers in an Attention Economy – SOLD OUT](https://thefcs.org/product/event630770ee9739d)
- [FCS Charlotte: Using Big Data for Customer-Centric Marketing](https://thefcs.org/product/event630770eec9ed0)
- [New York Rangers Game Night](https://thefcs.org/product/event630770ed09589)
- [YMC and StreetWise Partners Reception](https://thefcs.org/product/event630770ed32a86)
- [April CMO Luncheon: Dave Wozniak, Head of Advertising, Lincoln Financial](https://thefcs.org/product/event630770ed5be59)
- [FCS 60: Sports Marketing & Financial Services](https://thefcs.org/product/event630770ed8ea6e)
- [FCS 60 Breakfast: Corporate Social Responsibility & Financial Marketing](https://thefcs.org/product/event630770edc4ff9)
- [22nd Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event630770edf00c3)
- [February CMO Luncheon: Mandell Crawley, Morgan Stanley](https://thefcs.org/product/event630770ec1ebc7)
- [March CMO Luncheon: Chris Poe, Hartford Funds](https://thefcs.org/product/event630770ecd0502)
- [YMC TALKS: Psychology, Marketing & Personal Finance](https://thefcs.org/product/event630770eb72c77)
- [Mardi Gras 2016](https://thefcs.org/product/event630770ebb1d76)
- [event](https://thefcs.org/product/event6306d9729972b)
- [Members Only: Justin Poser, EVP, CMO, M&T Bank and Wilmington Trust Business Lines](https://thefcs.org/product/event63069d2906a51)
- [Jennifer Halloran, CMO, MassMutual, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d296b7c2)
- [Brian Buckley, CMO, Nasdaq, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d2815a4d)
- [“The Changing Payments Marketing Landscape”](https://thefcs.org/product/event63069d28858cb)
- [FCS Charlotte Virtual Event: Personalization with the Right View of Your Customers](https://thefcs.org/product/event63069d272db9d)
- [Marie O’Neill, Senior Vice President, Marketing, Ameriprise Financial, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d278c1e0)
- [FCS YMC TALKS: Robos and Humans – Destined Together or Foes Forever?](https://thefcs.org/product/event63069d26d7e8a)
- [23rd Annual FCS Charity Golf Tournament & Tennis Day](https://thefcs.org/product/event63069d250ba29)
- [28th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event63069d2597e81)
- [“Leadership: Managing Your Career, Team and Life”](https://thefcs.org/product/event63069d241e7a3)
- [Members Only: Heather Randolph Carter, Chief Marketing & Communication Officer, LPL Financial](https://thefcs.org/product/event63069d2483fa1)
- [Toni Clayton-Hine, Chief Marketing Officer, Americas, EY, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d23074ab)
- [“The Crypto Frontier: ETFs and Beyond”](https://thefcs.org/product/event63069d23790a1)
- [Members Only: Andrea Williams, Managing Director, Head of Media Relations, Goldman Sachs](https://thefcs.org/product/event63069d222c2e0)
- [Members Only: Janette Caballero Jovic, Head of Strategic Marketing & Content Communications, UBS Wealth Management USA](https://thefcs.org/product/event63069d228fae0)
- [Andrea Brimmer, Chief Marketing & PR Officer, Ally, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d211e651)
- [Members Only: Richard Parkinson, Chief Brand Officer, Prudential Financial](https://thefcs.org/product/event63069d216f57f)
- [Members Only: Toni Clayton-Hine, Chief Marketing Officer, EY Americas](https://thefcs.org/product/event63069d21c23a0)
- [FCS YMC TALKS: “The New Era of Social Media”](https://thefcs.org/product/event63069d207604c)
- [“Multicultural Marketing Redefined”](https://thefcs.org/product/event63069d1f10414)
- [Members Only: Leslie Walstrom, Global Head of Marketing, Columbia Threadneedle Investments](https://thefcs.org/product/event63069d1f5235c)
- [Members Only: Melissa Lowry, Chief Marketing Officer, Zelle](https://thefcs.org/product/event63069d1fa14f2)
- [Raja Rajamannar, Chief Marketing & Communications Officer, Mastercard, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d1fe9b0f)
- [Leslie Walstrom, Global Head of Marketing, Columbia Threadneedle Investments, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d1e13b66)
- [6th Annual New York Rangers Game Night at Madison Square Garden](https://thefcs.org/product/event63069d1e8b3a9)
- [FCS Virtual Spotlight Event: Christine Anderson, Global Head of External Relations, Blackstone](https://thefcs.org/product/event63069d1d0ba3e)
- [Arianna Orpello, Managing Director, Consumer and Wealth Management, Goldman Sachs, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d1d94f76)
- [“The Enduring Power of Audio”](https://thefcs.org/product/event63069d1c6665e)
- [FCS Race for Kids 2022 Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event63069d1b6fb01)
- [FCS Virtual Spotlight Event: Stephanie Dobbs Brown, CMO, Intercontinental Exchange](https://thefcs.org/product/event63069d1a05c7d)
- [Linda Arrington, CMO, Commercial Banking, JPMorgan Chase, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d1ac89ed)
- [16th Annual FCS Marketer of the Year Award Gala — Live and In-Person](https://thefcs.org/product/event63069d190e593)
- [Living Ratings 2021: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event63069d181fa40)
- [Members Only: Jeanette Volpi, SVP, Head of Global Corporate Communications, Visa](https://thefcs.org/product/event63069d1795aa4)
- [Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, at FCS NY Spotlight Luncheon](https://thefcs.org/product/event63069d16d0ab1)
- [Members Only: Wittney Rachlin, Chief Marketing Officer, Yieldstreet](https://thefcs.org/product/event63069d152e8fc)
- [“The New Office Culture”](https://thefcs.org/product/event63069d15d14aa)
- [“Driving Inclusive Digital Banking”](https://thefcs.org/product/event63069d1402993)
- [Members Only: Linda Arrington, Chief Marketing Officer – Commerical Bank, JP Morgan Chase](https://thefcs.org/product/event63069d133f385)
- [Members Only: Michael Collins, Chief Marketing Officer, CFA Institute](https://thefcs.org/product/event63069d124d8a3)
- [Members Only: Rob Pinkerton, Chief Marketing Officer, Morningstar](https://thefcs.org/product/event63069d11a34b6)
- [27th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event63069d10a8fdd)
- [“Understanding the Next Generation Investor”](https://thefcs.org/product/event63069d0fcf69b)
- [“The Intersection of Art + Finance”](https://thefcs.org/product/event63069d0e92bd4)
- [“Celebrating Pride Month: Trials, Tribulations and Triumph”](https://thefcs.org/product/event63069d0d13f3a)
- [Members Only: Cathy Stahl, Global Head of Marketing, PIMCO](https://thefcs.org/product/event63069d0dd4862)
- [Members Only: Kevin Comer, Managing Director of Marketing, CME Group](https://thefcs.org/product/event63069d0c8042b)
- [22nd Annual FCS Charity Golf Tournament and Tennis Day](https://thefcs.org/product/event63069d0bed4e6)
- [Members Only: Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets US](https://thefcs.org/product/event63069d088234b)
- [Members Only: Benji Baer, Chief Marketing Officer, CBRE](https://thefcs.org/product/event63069d08f0a37)
- [Members Only: Lee Hurley, Chief Marketing Officer, Northwestern Mutual](https://thefcs.org/product/event63069d071ecb4)
- [“Building Trust in Financial Services Post-Covid”](https://thefcs.org/product/event63069d077ddc3)
- [“Marketing Transformative Fintech”](https://thefcs.org/product/event63069d07ece8a)
- [Members Only: Meredith Verdone, Chief Marketing Officer, Bank of America](https://thefcs.org/product/event63069d0639b1d)
- [“The New Face of Wealth: Women”](https://thefcs.org/product/event63069d0697306)
- [Members Only: Deborah Bussière, Global Chief Marketing Officer, Broadridge Financial Solutions](https://thefcs.org/product/event63069d0539aa0)
- [FCS Diversity & Inclusion Forum: Renée Baker, Raymond James](https://thefcs.org/product/event63069d05a9f7f)
- [Members Only: Tony Wells, Chief Brand Officer, USAA](https://thefcs.org/product/event63069d04607d0)
- [FCS MARDI GRAS Charity Trivia Night](https://thefcs.org/product/event63069d04d6c82)
- [Members Only: Paul Gennaro, Chief Brand and Communications Officer, Voya Financial](https://thefcs.org/product/event63069d0355f78)
- [Webinar: “How Profitable Companies Can Prioritize People & The Planet”](https://thefcs.org/product/event63069d03c8b94)
- [Webinar: “Financial Marketing’s Future in a Post-Pandemic World”](https://thefcs.org/product/event63069d02463ae)
- [Webinar: “Navigating Your Career During Times of Uncertainty”](https://thefcs.org/product/event63069d02d221e)
- [15th Anniversary FCS Financial Marketer of the Year Virtual Awards Ceremony](https://thefcs.org/product/event63069d010c911)
- [Members Only: Hugh Dineen, Chief Marketing Officer, MetLife USA](https://thefcs.org/product/event63069d017342c)
- [Members Only: Jenna Lebel, Chief Marketing Officer, Liberty Mutual Insurance](https://thefcs.org/product/event63069d01cbfb4)
- [Members Only: Bruce Ditman, Chief Marketing Officer, Marcum LLP](https://thefcs.org/product/event63069d0042289)
- [Members Only: Tyrrell Schmidt, U.S. Chief Marketing Officer and Head of Global Brand, TD Bank](https://thefcs.org/product/event63069d00a9bbc)
- [Members Only: Michael Lacorazza, EVP, Chief Marketing Officer of Wells Fargo](https://thefcs.org/product/event63069cff52161)
- [Book Event: Berta Aldrich and “Winning the Talent Shift”](https://thefcs.org/product/event63069cffd3523)
- [Webinar: “Hyper-Personalization: The Future of Marketing-Enabled Sales”](https://thefcs.org/product/event63069cfe26727)
- [Webinar: “Improving Diversity in the Workplace and in Marketing”](https://thefcs.org/product/event63069cfea9a7e)
- [Members Only: Barbara Goose, Chief Marketing Officer, John Hancock](https://thefcs.org/product/event63069cfd2597d)
- [Webinar: “Women and Wealth”](https://thefcs.org/product/event63069cfd86bba)
- [Members Only: Connie Weaver, Chief Marketing Officer, Equitable](https://thefcs.org/product/event63069cfc55ca6)
- [Members Only: Ben Jankowksi, Group Head, Global Media, Mastercard](https://thefcs.org/product/event63069cfcb9827)
- [Members Only: Beth Wood, CMO, Principal Financial Group](https://thefcs.org/product/event63069cfb1d760)
- [Members Only: Sylvia Toense, Head of Global Brand Marketing, T. Rowe Price](https://thefcs.org/product/event63069cfb7ba41)
- [Living Ratings 2020: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event63069cfbe51f6)
- [Members Only: Marty Willis, Chief Marketing Officer, TIAA](https://thefcs.org/product/event63069cfa53d82)
- [Members Only: Porter Gale, Chief Marketing, for Personal Capital](https://thefcs.org/product/event63069cfaaf442)
- [Members Only: Russell Findlay, Global Chief Marketing Officer, Hiscox](https://thefcs.org/product/event63069cf96846f)
- [Members Only: David Thuma, EVP, Chief Marketing Officer, PNC](https://thefcs.org/product/event63069cf9cf04a)
- [Members Only: Betsy Palmer, Chief Marketing Officer, Life & Retirement, AIG](https://thefcs.org/product/event63069cf8677ab)
- [Members Only: Brenda Tsai, Chief Marketing Officer of BNY Mellon](https://thefcs.org/product/event63069cf8eec24)
- [Members Only: Jennifer Halloran, Head of Marketing & Brand, MassMutual](https://thefcs.org/product/event63069cf72fad6)
- [Members Only: Erik Schneberger, Chief Marketing Officer, American Century Investments](https://thefcs.org/product/event63069cf793d6e)
- [Members Only: Andrea Brimmer, Chief Marketing & PR Officer, Ally](https://thefcs.org/product/event63069cf7eb30b)
- [Webinar: “Brand to Demand in Financial Services”](https://thefcs.org/product/event63069cf607099)
- [Members Only: Andrea Zaretsky, CMO, E*TRADE](https://thefcs.org/product/event63069cf66c84a)
- [Members Only: Emily Pachuta, Chief Marketing & Analytics Officer, Americas, for Invesco](https://thefcs.org/product/event63069cf6c6a89)
- [26th Annual FCS Portfolio Awards VIRTUAL Gala](https://thefcs.org/product/event63069cf53b83c)
- [Webinar: “Beyond the Event Horizon: Rethinking In-Person Events”](https://thefcs.org/product/event63069cf5992e7)
- [Webinar: “Marketing ETFs In Uncertain & Volatile Times” with iShares CMO Alex Craddock](https://thefcs.org/product/event63069cf41a9ca)
- [YMC VIRTUAL TALKS: “Navigating Times of Crisis”](https://thefcs.org/product/event63069cf47117a)
- [Macquarie CMO Neil Siegel Shares “A Marketer’s Roadmap to a Seat at the Table”](https://thefcs.org/product/event63069cf4d0a4c)
- [Webinar: “The COVID-19 Reset: Behavioral Change – A Growth Opportunity”](https://thefcs.org/product/event63069cf310e34)
- [Webinar: “Engaging and Enhancing Client Relationships During Crisis and Market Distress”](https://thefcs.org/product/event63069cf3950cc)
- [Webinar: “The COVID-19 Reset: Strategy, Marketing & Communications for a New World”](https://thefcs.org/product/event63069cf201b55)
- [Webinar: “Agile Marketing in Turbulent Times”](https://thefcs.org/product/event63069cf29583d)
- [Webinar: “Staying the Course: Client Behavior Amid Ongoing Volatility”](https://thefcs.org/product/event63069cf16c0d0)
- [26th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event63069cf00b5aa)
- [Webinar: “The COVID-19 Reset: A Value-Based Strategic Path Forward”](https://thefcs.org/product/event63069cf08892f)
- [In Conversation with Porter Gale, CMO, Personal Capital](https://thefcs.org/product/event63069cef0e6e3)
- [E*TRADE’s Chief Marketing Officer Andrea Zaretsky at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cef82ee2)
- [Sheryl Markov, Head of Digital Marketing COE at Northern Trust, at FCS Chicago Executive Spotlight Breakfast](https://thefcs.org/product/event63069cee726ee)
- [21st Annual FCS Charity Golf Tournament, Tues. Sept. 29](https://thefcs.org/product/event63069ced5a7bf)
- [“The New Financial Services Marketer”](https://thefcs.org/product/event63069cedd73eb)
- [Macquarie CMO Neil Siegel to Headline FCS Philly Cocktails with Content on Main Line](https://thefcs.org/product/event63069cec66ed0)
- [Michelle Malcolm, Vice President, Institutional Marketing, E*TRADE, at FCS Chicago Executive Spotlight Luncheon](https://thefcs.org/product/event63069cece1181)
- [Kari Axberg, Co-Head of Marketing, New York Life at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069ceb412e7)
- [Hugh Dineen, Chief Marketing Officer, Senior Vice President, MetLife USA, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cebcc9aa)
- [“How Wealth Managers Must Differentiate Themselves”](https://thefcs.org/product/event63069cea8717c)
- [“Financial Marketers Enter the Streaming Wars”](https://thefcs.org/product/event63069ce953a8c)
- [SOLD OUT 5th Annual FCS Rangers Game Night](https://thefcs.org/product/event63069ce9f1c5c)
- [Kathryn Ferrero, Chief Marketing Officer, Equitable, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069ce841de8)
- [FCS Charity Holiday Party 2019](https://thefcs.org/product/event63069ce8bde1d)
- [One-on-One Talk with American Express’ Howard Grosfield,  EVP & General Manager, U.S. Consumer Marketing Services](https://thefcs.org/product/event63069ce73194a)
- [Paul Gennaro, SVP, Chief Brand & Communications Officer, Voya Financial, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069ce7bce00)
- [“Maximizing Your Financial Marketing Career”](https://thefcs.org/product/event63069ce63ec61)
- [“What High-Net-Worth Investors Want from Their FAs”](https://thefcs.org/product/event63069ce6c854f)
- [One-on-One Talk with Renee Brown, SVP, Marketing at OptumCare](https://thefcs.org/product/event63069ce5473b0)
- [Living Ratings: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/product/event63069ce5c87d5)
- [“Millennial Investing and Financial Wealth”](https://thefcs.org/product/event63069ce42a848)
- [FCS Race for Kids 2020: Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event63069ce3898d4)
- [“Brand Purpose in Financial Marketing”](https://thefcs.org/product/event63069ce26f315)
- [FCS YMC TALKS: “The Next Gen Investor”](https://thefcs.org/product/event63069ce2ea1e5)
- [14th Annual FCS Marketer of the Year Award Gala](https://thefcs.org/product/event63069ce17e21d)
- [Jennifer Breithaupt, Global Consumer CMO, Citi, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069ce1e8f4d)
- [SOLD OUT: “Financial Marketing 2020: Digital Strategies Take the Lead”](https://thefcs.org/product/event63069ce074d82)
- [SOLD OUT “Brand Purpose in Financial Marketing”](https://thefcs.org/product/event63069ce0e443a)
- [FCS Charity Billiards Night in New York](https://thefcs.org/product/event63069cdf5b681)
- [SOLD OUT: Digital Marketing of Financial Services 2020](https://thefcs.org/product/event63069cdfbf3df)
- [“Managing Your Greatest Asset — Your Brand Reputation”](https://thefcs.org/product/event63069cde14aa8)
- [SOLD OUT “What High-Net-Worth Investors Want from Their Advisers”](https://thefcs.org/product/event63069cdeb3f47)
- [SOLD OUT: FCS CMO EXCHANGE Talk Series, Vol. 3](https://thefcs.org/product/event63069cdd2a9df)
- [FCS YMC Summer Fiesta](https://thefcs.org/product/event63069cdda83cc)
- [Marie O’Neill, SVP of Marketing, Ameriprise Financial, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cdc0230f)
- [SOLD OUT: “Bank Innovation vs. Fintech”](https://thefcs.org/product/event63069cdc753c4)
- [Patrick McLean, EVP, Chief Marketing Officer, TD Bank, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cdb001ec)
- [SOLD OUT: Meredith Verdone, Chief Marketing Officer, Bank of America, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cdb72a45)
- [Emily Pachuta, Chief Marketing & Analytics Officer, Invesco, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cda71c93)
- [Brenda Tsai, Chief Marketing Officer, BNY Mellon, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cd917011)
- [Barbara Goose, Chief Marketing Officer, John Hancock, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cd9511de)
- [20th Anniversary FCS Charity Golf Tournament](https://thefcs.org/product/event63069cd9dbed2)
- [SOLD OUT “Financial Services Ad Agency Round-Up”](https://thefcs.org/product/event63069cd858b90)
- [SOLD OUT: Dustin Cohn, Head, Brand Marketing for Consumer & Investment Management, Marcus by Goldman Sachs, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cd7b67b8)
- [SOLD OUT: FCS Education Summit “Creative Excellence Takes Center Stage”](https://thefcs.org/product/event63069cd684230)
- [“Scaling Editorial Content Solutions”](https://thefcs.org/product/event63069cd5e73f9)
- [SOLD OUT: Niharika Shah, Prudential’s Head of Brand Marketing, Advertising and Global Insights, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cd457f37)
- [“The Evolving Role of Financial Advisors”](https://thefcs.org/product/event63069cd4eff4d)
- [SOLD OUT “How Financial Marketers Get Content Right”](https://thefcs.org/product/event63069cd363e90)
- [SOLD OUT “Marketing Personalization”](https://thefcs.org/product/event63069cd25a070)
- [“Is Your Financial Brand Relatable?”](https://thefcs.org/product/event63069cd167330)
- [SOLD OUT “Activating Clients in the Digital World”](https://thefcs.org/product/event63069cd0782b5)
- [“Winning over Women in Financial Services”](https://thefcs.org/product/event63069ccf8770e)
- [FCS YMC TALKS: “The Data Debate”](https://thefcs.org/product/event63069cce292af)
- [SOLD OUT “Personalize or Perish”](https://thefcs.org/product/event63069ccecd52f)
- [SOLD OUT 25th Anniversary FCS Portfolio Awards Gala](https://thefcs.org/product/event63069ccd2d030)
- [test](https://thefcs.org/product/event63069ccde21bc)
- [“Marketing During Generational Shifts”](https://thefcs.org/product/event63069ccc7194e)
- [“Transformative Content Marketing Trends”](https://thefcs.org/product/event63069ccba5505)
- [active passive](https://thefcs.org/product/event63069cca57ff2)
- [“Financial Services Marketing in a Data-Driven Era”](https://thefcs.org/product/event63069ccab2a19)
- [“Banking in a Cashless Society”](https://thefcs.org/product/event63069cc97f85e)
- [“ESG: Passing Fad or the Future of Investing?”](https://thefcs.org/product/event63069cc8b54ab)
- [“What Does Brand Safety and Suitability Mean for Your Brand?”](https://thefcs.org/product/event63069cc71befc)
- [“Blockchain & Crypto: How Do I Market This?”](https://thefcs.org/product/event63069cc7d5d7d)
- [SOLD OUT: 4th Annual FCS Rangers Night](https://thefcs.org/product/event63069cc66fffa)
- [“Millennials with Money” Research & Panel Luncheon](https://thefcs.org/product/event63069cc574b05)
- [FCS YMC TALKS: “Navigating Your Career”](https://thefcs.org/product/event63069cc4296a3)
- [Dipti Kachru, CMO, Chase Wealth at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cc4d00e1)
- [“The Voice Revolution: The Next Wave of Opportunity”](https://thefcs.org/product/event63069cc36d0bd)
- [Jason Hill, Goldman Sachs’ Vice President, Brand & Content, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cc25ebf3)
- [FCS NYC Holiday Spectacular “Silver & Gold”](https://thefcs.org/product/event63069cc2e5adf)
- [“Consumer Centricity”](https://thefcs.org/product/event63069cc1803a2)
- [“Benchmarking Brand & Digital Intelligence of Asset Managers”](https://thefcs.org/product/event63069cc04d60d)
- [SOLD OUT:  Marty Willis, Nuveen at FCS Chicago CMO Spotlight Luncheon](https://thefcs.org/product/event63069cc0d5625)
- [“Marketing Financial Technology to Investors”](https://thefcs.org/product/event63069cbf04c21)
- [7th Annual FCS Charity Libations Tasting](https://thefcs.org/product/event63069cbfb9c64)
- [13th Annual FCS Marketer of the Year Award Gala, celebrating E*TRADE](https://thefcs.org/product/event63069cbe2c471)
- [20th Anniversary FCS RACE FOR KIDS Marketing Summit & Charity Ski Weekend](https://thefcs.org/product/event63069cbe8820e)
- [“Evaluating Content Marketing Campaigns”](https://thefcs.org/product/event63069cbd54b9a)
- [testevent](https://thefcs.org/product/event63069cbde43f8)
- [“Change Management: Best Practices for Communicating Significant Changes”](https://thefcs.org/product/event63069cbc3f187)
- [“Blockchain in Marketing: Imminent Promise, Real Challenges”](https://thefcs.org/product/event63069cbcd0e87)
- [Jennifer Halloran, MassMutual’s head of Brand & Advertising, at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cbb0f617)
- [“The Next Generation of Investor Trust”](https://thefcs.org/product/event63069cbb85246)
- [FCS YMC New York Summer Social 2018](https://thefcs.org/product/event63069cba9e0d8)
- [“The Rise of Responsible Investing”](https://thefcs.org/product/event63069cb93daf7)
- [“Fintech and Traditional Finance: Lessons for Better Collaboration”](https://thefcs.org/product/event63069cb9e709e)
- [SOLD OUT:  Frank Cooper III, CMO, BlackRock at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cb82578a)
- [“Crypto: The Most Exciting Alternative Asset”](https://thefcs.org/product/event63069cb89b033)
- [“Financial Marketing Challenges & Priorities for 2019”](https://thefcs.org/product/event63069cb7838e8)
- [19th Annual FCS Charity Golf Tournament](https://thefcs.org/product/event63069cb63c0cd)
- [“How Financial Brands Win Consumers on Mobile”](https://thefcs.org/product/event63069cb6d23ad)
- [SOLD OUT “The Next Generation of Trust”](https://thefcs.org/product/event63069cb577607)
- [FCS Charity Tennis Day 2018](https://thefcs.org/product/event63069cb40e8a0)
- [SOLD OUT: Marty Willis, CMO, Nuveen at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cb323ab1)
- [SOLD OUT “Experiential Marketing: Bringing Financial Brands to Life”](https://thefcs.org/product/event63069cb24626a)
- [Peter Eliopoulos, CMO, M&T Bank and Wilmington Trust at FCS New York CMO Luncheon Series](https://thefcs.org/product/event63069cb1826b6)
- [“Marketing Financial Services to Women”](https://thefcs.org/product/event63069cb07eaf7)
- [“Impact Marketing for Impact Investing”](https://thefcs.org/product/event63069caf73c8c)
- [“Purposeful Content”](https://thefcs.org/product/event63069cae6df2f)
- [“Marketing Financial Services to Women”](https://thefcs.org/product/event63069cad8edb7)
- [“Performance, Trust & Best Interests: Marketing to Financial Advisors”](https://thefcs.org/product/event63069cac65fdf)
- [CMO Spotlight: Brighthouse Financial’s Matthew Quale, at FCS Chicago luncheon](https://thefcs.org/product/event63069cab952ef)
- [FCS Denver Networking Night](https://thefcs.org/product/event63069caa0c765)
- [Artificial Intelligence in People-Centric Financial Marketing](https://thefcs.org/product/event63069caaafd10)
- [Ben Jankowski, SVP, Global Media, Mastercard at FCS NY Luncheon Series](https://thefcs.org/product/event63069ca950a92)
- [Culture-Driven Marketing Trends in 2018](https://thefcs.org/product/event63069ca7e3379)
- [“Digital Advertising Delivered: Transactional, Transparent, Transformative”](https://thefcs.org/product/event63069ca66d286)
- [“Disruptive ETFs Demand Differentiated Marketing”](https://thefcs.org/product/event63069ca55b389)
- [SOLD OUT “Women: Investors, Savers, Consumers, Coveted Relationships”](https://thefcs.org/product/event63069ca4953e8)
- [3rd Annual FCS Rangers Night [SOLD OUT]](https://thefcs.org/product/event63069ca3607c8)
- [SOLD OUT: “Personalization & Customer Experience in the Age of Digital Marketing”](https://thefcs.org/product/event63069ca3de367)
- [FCS Mardi Gras 2018](https://thefcs.org/product/event63069ca2ef8e4)
- [“The Future of Finance”](https://thefcs.org/product/event63069ca1d81d9)
- [“Focus on Philanthropy”](https://thefcs.org/product/event63069ca07c554)
- [“Identifying the Financial Audience by Mindset”](https://thefcs.org/product/event63069ca0f3d60)
- [SOLD OUT: 24th Annual FCS Portfolio Awards Gala](https://thefcs.org/product/event63069c9f972b6)
- [“Mission Critical: Creativity in Corp Comms”](https://thefcs.org/product/event63069c9feb263)
- [“Branded Content: Mastering Storytelling, Distribution & Measurement”](https://thefcs.org/product/event63069c9e30b5b)
- [“Measuring the Mobile-First Mindset”](https://thefcs.org/product/event63069c9edb5f9)
- [“Seeking Transparency in the Digital World”](https://thefcs.org/product/event63069c9d02a97)
- [19th Annual FCS Race for Kids Marketing Summit & Charity Fundraiser](https://thefcs.org/product/event63069c9dd6495)
- [“Measuring & Evaluating Content Marketing Campaigns”](https://thefcs.org/product/event63069c9c1d6df)
- [YMC TALKS: FinTech Disruptors](https://thefcs.org/product/event63069c9c86758)
- [FCS 50th Anniversary Party](https://thefcs.org/product/event63069c9b162fc)
- [Jill Kremins, CMO, BNY Mellon Wealth Management at FCS CMO Luncheon Series](https://thefcs.org/product/event63069c9b4bc32)
- [Andrea (Riley) Brimmer, Chief Marketing & Public Relations Officer, Ally Financial at FCS CMO Luncheon Series](https://thefcs.org/product/event63069c9b8ddea)
- [Jeremy Skule, Chief Marketing Officer, Nasdaq at FCS CMO Luncheon Series](https://thefcs.org/product/event63069c9bc9eec)
- [12th Annual FCS Financial Marketer of the Year Gala & Holiday Party](https://thefcs.org/product/event63069c9a1b014)
- [Matthew Quale, CMO, Brighthouse Financial at FCS CMO Luncheon Series](https://thefcs.org/product/event63069c9a686e8)
- [“Drive or Ride? Elevating Marketing from Sales Support to Strategic Partner”](https://thefcs.org/product/event63069c9aafdff)
- [“Artificial Intelligence: Guiding the Path to Smart Financial Decisions”](https://thefcs.org/product/event63069c9939adb)

## Jobs

- [ADWEEK: Manager, Client Partnerships](https://thefcs.org/job/adweek-manager-client-partnerships-2026) - Role: Manager, Client Partnerships ADWEEK is seeking a Manager of Client Partnerships to oversee the execution of sponsorships and cultivate strong post-sale relationships with our partners. This role is central to ensuring seamless delivery across a portfolio of products, including events, digital media, branded content, podcasts, and more. Acting as a trusted advisor, the ideal
- [ADWEEK: Manager, Pricing and Planning](https://thefcs.org/job/adweek-manager-pricing-and-planning-2026) - Role: Manager, Pricing and Planning The Manager, Pricing and Planning role will work in collaboration with the sales and sales marketing teams to deliver media plans and materials that provide strategic solutions for ADWEEK’s network of clients. This position will take ownership of ADWEEK inventory and marketing collateral that effectively communicate ADWEEK’s value proposition. This
- [Water & Wall: Public Relations Associate Account Director](https://thefcs.org/job/water-wall-public-relations-associate-account-director-2025) - Role: Public Relations Associate Account Director You are a 4-6 year veteran from a financial services and/or B2B-focused PR agency who can: Run complex accounts independently from strategy through execution Navigate the financial media landscape like the back of your hand Translate complex financial topics into stories that land Lead client relationships with fintech companies/RIAs/asset
- [RBC Capital Markets: Media Strategy & Execution](https://thefcs.org/job/rbc-capital-markets-media-strategy-execution-2025) - Role: Media Strategy & Execution We are seeking a strategic Media Strategy & Execution leader to drive comprehensive global and regional media initiatives for RBC Capital Markets (RBCCM) as part of the Client & Marketing Strategy Group. The ideal candidate will be an experienced media strategist with proven expertise in developing integrated media approaches across
- [RBC Capital Markets: Digital Marketing / Email Associate](https://thefcs.org/job/rbc-capital-markets-digital-marketing-email-associate-2025) - Role: Digital Marketing / Email Associate We are seeking a skilled Digital Marketing and Email Specialist to manage RBC Capital Markets (RBCCM)’s global email marketing efforts and provide broad marketing support across the Digital & Social Media team, as part of the Client & Marketing Strategy Group. The ideal candidate will be a versatile digital
- [CLYDE: Associate Vice President](https://thefcs.org/job/clyde-associate-vice-president-2025) - Role: Associate Vice President The Associate Vice President should have 7-10 years of communications experience in communications agencies or in-house at a financial institution or fintech company, with experience leading projects and clients, departments, and managing people. Candidates should understand the financial market dynamics and regulatory environment, and be established as a voice for the
- [State Street: Public Relations, VP](https://thefcs.org/job/state-street-public-relations-vp-2025) - Role: Public Relations, VP State Street (STT) is looking for a seasoned media relations executive to join its Global Public Relations team as VP of Public Relations for State Street Global Advisors, the asset management arm of State Street, with an emphasis leading the firm’s ETF media engagement and broader product PR programs. The role
- [Morgan Stanley: Cybersecurity and Fraud Prevention Content Producer](https://thefcs.org/job/morgan-stanley-cybersecurity-and-fraud-prevention-content-producer-2025) - Role: Cybersecurity and Fraud Prevention Content Producer Morgan Stanley’s Wealth Management Cybersecurity and Fraud Prevention Team is charged with protecting our clients’ assets and personal information. Amid a rapidly changing threat landscape, our global team of technical experts institutes a robust suite of detective and preventive controls, anticipates issues before they arise, and responds appropriately
- [Morgan Stanley: Associate, Integrated Marketing Strategy](https://thefcs.org/job/morgan-stanley-associate-integrated-marketing-strategy-2025) - Role: Associate, Integrated Marketing Strategy The Integrated Marketing Strategy team seeks to attract and retain clients across the wealth spectrum. This role will focus on core client deepening initiatives: the Firm’s Client Loyalty Perks program, Reserved Living & Giving (RLG), and our Wealth Management Virtual Client Events. About Reserved Living & Giving:RLG is a complimentary
- [Wellington Management: Product Marketing Manager](https://thefcs.org/job/wellington-management-product-marketing-manager-2025) - Role: Product Marketing Manager The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing experience, client perspective, and a commercial lens to partner with distribution, product management and portfolio management teams as we expand and deepen relationships with financial advisors, wire houses, and global financial institutions in the United States. The role
- [Wellington Management: Events Specialist](https://thefcs.org/job/wellington-management-events-specialist-2025) - Role: Events Specialist We are looking for an Events Specialist to join our Americas Marketing team to help expand and deepen relationships with financial advisors, wire houses, and global financial institutions in the United States. The Events Specialist will plan and execute all components of our US Wealth events program, including in-person events (proprietary events
- [JPMorganChase: Digital Product Strategy Lead](https://thefcs.org/job/jpmorganchase-digital-product-strategy-lead-2025) - Role: Digital Product Strategy Lead Whether purchasing a first home or vacation home, refinancing an existing mortgage or tapping into a home equity line of credit, we offer a wide array of products and services to meet customers at every stage of their journey. The Paid Media Digital Marketing team is responsible for developing and leading
- [Prudential: Director, Strategic and Financial Communications](https://thefcs.org/job/prudential-director-strategic-and-financial-communications-2025) - Role: Director, Strategic and Financial Communications The Director, Strategic and Financial Communications has a critical role managing and executing high-stakes enterprise communications programs that clearly articulate and amplify Prudential’s financial performance and business growth story. Reporting to the Vice President, Strategic and Financial Communications, the candidate will work closely with a broad range of business
- [Digital Asset: Director of Social Media and Content](https://thefcs.org/job/digital-asset-director-of-social-media-and-content-2025) - Role: Director of Social Media and Content This role sits within Digital Asset but has one clear mandate: make the Canton Network famous. You’ll shape its narrative, drive awareness, and scale its presence across crypto-native and institutional audiences - while also ensuring Digital Asset’s own voice and credibility remain strong. We’re looking for a crypto-savvy
- [Digital Asset: Communications Manager](https://thefcs.org/job/digital-asset-communications-manager-2025) - Role: Communications Manager As a Communications Manager, this is an exciting opportunity to play an important role in the development and execution of a comprehensive communications strategy for Digital Asset and the Canton Network. This includes driving internal and external messaging, managing media relationships, supporting ecosystem storytelling, and aligning efforts across the Canton Foundation and
- [Edelman Smithfield: Vice President, Financial Services Communications](https://thefcs.org/job/edelman-smithfield-vice-president-financial-services-communications-2025) - Role: Vice President, Financial Services Communications Edelman Smithfield is seeking a Vice President to lead accounts, teams, and projects for a portfolio of financial industry clients that could include private capital firms, hedge funds, asset managers, investment and commercial banks, fintech companies, real estate investors, insurers, or other institutional market participants. This individual must possess
- [Substance Strategy & Creative: Project Manager](https://thefcs.org/job/substance-strategy-and-creative-project-manager-2025) - Role: Project Manager We’re looking for a detail-driven and proactive Project Manager with 3 to 6 years of experience in an agency or marketing environment. We value a positive attitude, a solutions-first mindset, and the flexibility to adapt to changing priorities in a dynamic environment. In this role, you’ll be the central point of coordination
- [Water & Wall: Public Relations Account Director - B2B/Policy/Finance](https://thefcs.org/job/water-and-wall-public-relations-account-director-b2b-policy-finance-2025) - Role: Public Relations Account Director - B2B/Policy/Finance The right AD wants to be the point person for both clients and colleagues, driving ongoing and impactful earned media and content programs, while managing junior staff and ensuring client accounts stay on track. That means the ideal candidate possesses the right level of tactical and strategic management
- [Vanguard: Head of Investment Content](https://thefcs.org/job/vanguard-head-of-investment-content-2025) - Role: Head of Investment Content The Head of Investment Content will be working with Vanguard's investment leaders to distill our unique point of view on market dynamics & investment strategy and bring that voice to financial advisors through high profile thought leadership programs. The role will oversee the development, execution, and delivery of content across
- [Dow Jones: Client Associate](https://thefcs.org/job/dow-jones-client-associate-2025) - Role: Client Associate The Client Associate is an important team player, partnering to sell integrated media solutions and partnerships to large Financial Services clients. This position supports designated Client Partners/Associate Client Partners to prepare proposals, maintain excellent client relations, generate prospect opportunities/leads, regularly update competitive analysis, and support their CP/ACP in all sales to the
- [Hearst Magazines: Sales Assistant, Travel | Tech | CPG | Emerging Markets](https://thefcs.org/job/hearst-magazines-sales-assistant-travel-tech-cpg-emerging-markets-2025) - Role: Sales Assistant, Travel | Tech | CPG | Emerging Markets The Sales Assistant is an entry level role that assists the sales team with sales coordination duties and performs the administrative tasks of the Pod sales process, for specific accounts across all 30+ brands within the Hearst portfolio. It is a role that can
- [The Carlyle Group: Digital Experience & MarTech Strategist](https://thefcs.org/job/the-carlyle-group-digital-experience-martech-strategist-2025) - Role: Digital Experience & MarTech Strategist The Digital Experience & MarTech Strategist will play a pivotal role in transforming Carlyle’s digital ecosystem—driving strategy through execution to elevate digital experiences and optimize the marketing technology stack. This role is central to enhancing client engagement, acquisition, and retention through seamless, user-centric digital interactions. A key focus will
- [The Carlyle Group: Sponsorship Marketing Lead](https://thefcs.org/job/the-carlyle-group-sponsorship-marketing-lead-2025) - Role: Sponsorship Marketing Lead Carlyle is seeking an experienced Sponsorship Marketing Leader to lead the development and execution of high-impact brand partnerships within both the global sports and business ecosystems. This strategic role is designed to enhance the firm’s brand visibility, deepen engagement with target audiences, and position Carlyle as an innovative leader in the
- [MFS: Copyeditor](https://thefcs.org/job/mfs-copyeditor-2025) - THE ROLE The Copyeditor/Short-Form Writer role combines excellent editorial precision with creative, concise copywriting. The role will focus on copyediting and proofreading our full range of marketing and editorial content as well as writing short-form content such as headlines, social media posts, email copy, web banners, and promotional blurbs. This role requires a sharp editorial
- [The Green Cities Company: Marketing Manager](https://thefcs.org/job/the-green-cities-company-marketing-manager-2025) - Role: Marketing Manager Growing and forward-thinking Real Estate Investment Manager with $1 B of AUM, and over $2 B of equity raised, is looking for a creative and strategic Marketing Manager to elevate our brand and drive institutional capital-raising efforts within the real estate investment landscape. This individual will craft compelling narratives across digital and
- [Betterment: Sr. Retail Product Marketing Manager](https://thefcs.org/job/betterment-sr-retail-product-marketing-manager-2025) - Role: Sr. Retail Product Marketing Manager As a Senior Product Marketing Manager at Betterment, you’ll lead go-to-market strategy and execution across our fintech platform’s consumer investing and savings suite. You’ll shape product positioning and storytelling to drive user acquisition, retention, and engagement in a highly competitive digital financial services landscape. You’ll develop and execute go-to-market
- [KeyBank: Communications Manager (Internal & External)](https://thefcs.org/job/keybank-communications-manager-internal-amp-external-2025) - Role: Communications Manager (Internal & External) The Communications Manager is an individual contributor role reporting to the Senior Communications Manager. This position will act as a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional lines of business, working to proactively identify and execute on internal and external tactics that support
- [MFS: Manager – Editorial](https://thefcs.org/job/mfs-manager-editorial-2025) - THE ROLE The Manager – Editorial is an experienced financial writer who develops high-quality, insightful content that conveys MFS’ investment expertise and insights. This role is integral in developing content for global marketing initiatives and MFS’ thought leadership. Along with expert writing and editorial skills, this position requires an understanding of financial markets and investment
- [BNY: Vice President, Product Marketing Manager, Clearing & Corporate Trust](https://thefcs.org/job/bny-vice-president-product-marketing-manager-clearing-corporate-trust) - BNY's Marketing and Communication organization is expanding our product marketing team and seeking future team members for various positions, inclusive of people leaders and individual contributors. This role will be based in our New York City, Boston or Pittsburgh office. In these roles, you’ll make an impact in the following ways: Plug into broader marketing

## Testimonials

- [Hailey Brent](https://thefcs.org/testimonial/hailey-brent-3)
- [Anna Gutowski](https://thefcs.org/testimonial/anna-gutowski)
- [Rob Pfeiffer](https://thefcs.org/testimonial/rob-pfeiffer-2)
- [John McCormick](https://thefcs.org/testimonial/john-mccormick)
- [Kevin Windorf](https://thefcs.org/testimonial/kevin-windorf-2)

## Leadership Members

- [Melissa More](https://thefcs.org/leadership/melissa-more-2)
- [Tad Fabiaschi](https://thefcs.org/leadership/tad-fabiaschi)
- [John Toth](https://thefcs.org/leadership/john-toth)
- [Greg Yates](https://thefcs.org/leadership/greg-yates-2)
- [Rachel Tuffney](https://thefcs.org/leadership/rachel-tuffney-2)
- [Pasy Govindarajan](https://thefcs.org/leadership/pasy-govindarajan)
- [Josh Rucci](https://thefcs.org/leadership/josh-rucci)
- [Kimberly Boone](https://thefcs.org/leadership/kimberly-boone)
- [Joanna Harrison](https://thefcs.org/leadership/joanna-harrison)
- [Courtney Phillips](https://thefcs.org/leadership/courtney-phillips)
- [John McCormick](https://thefcs.org/leadership/john-mccormick)
- [Kevin Windorf](https://thefcs.org/leadership/kevin-windorf-2)
- [Etienne Katz](https://thefcs.org/leadership/etienne-katz-2)
- [Hailey Brent](https://thefcs.org/leadership/hailey-brent-2)
- [Greg Clunies](https://thefcs.org/leadership/greg-clunies)
- [Christopher Konowitz](https://thefcs.org/leadership/christopher-konowitz)
- [Juliet McAlee](https://thefcs.org/leadership/audrey-prater)
- [Kirti Naik](https://thefcs.org/leadership/kirti-naik-2)
- [Tom Jago](https://thefcs.org/leadership/tom-jago-2)
- [Megan Audette](https://thefcs.org/leadership/megan-audette)
- [Phil Edelstein](https://thefcs.org/leadership/phil-edelstein)
- [Anna Gutowski](https://thefcs.org/leadership/anna-gutowski)
- [Karen List](https://thefcs.org/leadership/karen-list-2)
- [Katy Brady](https://thefcs.org/leadership/katy-brady)
- [Katie Weber](https://thefcs.org/leadership/katie-weber-2)
- [Marisa Jago](https://thefcs.org/leadership/marisa-jago)
- [Ed Nini](https://thefcs.org/leadership/ed-nini-2)
- [Damon Webber](https://thefcs.org/leadership/damon-webber-2)
- [Melissa Scauri](https://thefcs.org/leadership/melissa-scauri-2)
- [Sheevani Raikundalia](https://thefcs.org/leadership/sheevani-raikundalia-2)
- [Rob Pfieffer](https://thefcs.org/leadership/rob-pfieffer)
- [Krissie Hart](https://thefcs.org/leadership/krissie-hart)
- [Tim Hart](https://thefcs.org/leadership/tim-hart-2)
- [Katherine Divney](https://thefcs.org/leadership/katherine-divney-2)

## Sponsors

- [Arizent](https://thefcs.org/sponsor/arizent)
- [Financial Planning](https://thefcs.org/sponsor/financial-planning)
- [Vail Resorts Epic Promise Foundation](https://thefcs.org/sponsor/vail-resorts-epic-promise-foundation)
- [Stowe Mountain Resort](https://thefcs.org/sponsor/stowe-mountain-resort)
- [LinkedIn](https://thefcs.org/sponsor/linkedin)
- [Investopedia](https://thefcs.org/sponsor/investopedia)
- [LifeAds 360 ft Nativo](https://thefcs.org/sponsor/lifeads-360-ft-nativo)
- [Bloomberg](https://thefcs.org/sponsor/bloomberg)
- [Perpetual](https://thefcs.org/sponsor/perpetual)
- [Benzinga](https://thefcs.org/sponsor/benzinga)
- [McCann (2017)](https://thefcs.org/sponsor/mccann)
- [McCann](https://thefcs.org/sponsor/mccann-2)
- [Future Standard](https://thefcs.org/sponsor/future-standard)
- [Nuveen](https://thefcs.org/sponsor/nuveen)
- [CityWire](https://thefcs.org/sponsor/citywire)
- [Forsman & Bodenfors](https://thefcs.org/sponsor/forsman-bodenfors)
- [TABB FORUM](https://thefcs.org/sponsor/tabb-forum)
- [Vistria](https://thefcs.org/sponsor/vistria)
- [WSFS Bank](https://thefcs.org/sponsor/wsfs-bank)
- [Cheil Agency Network](https://thefcs.org/sponsor/cheil-agency-network)
- [Adnode](https://thefcs.org/sponsor/adnode)
- [RBI GROUP](https://thefcs.org/sponsor/rbi-group)
- [KNow Research](https://thefcs.org/sponsor/know-research)
- [Dynamic Portfolio Strategies](https://thefcs.org/sponsor/dynamic-portfolio-strategies)
- [Living Group](https://thefcs.org/sponsor/living-group)
- [Optimizely](https://thefcs.org/sponsor/optimizely)
- [Simpli.fi](https://thefcs.org/sponsor/simpli-fi)
- [Dianomi](https://thefcs.org/sponsor/dianomi)
- [OneTrust](https://thefcs.org/sponsor/onetrust)
- [Women in ETFs](https://thefcs.org/sponsor/women-in-etfs)
- [Daily Upside](https://thefcs.org/sponsor/daily-upside)
- [Northern Trust](https://thefcs.org/sponsor/northern-trust)
- [Financial Times](https://thefcs.org/sponsor/financial-times)
- [FT](https://thefcs.org/sponsor/ft)
- [FS Investments](https://thefcs.org/sponsor/fs-investments)
- [MarketsMedia](https://thefcs.org/sponsor/marketsmedia)
- [GroupeConnect 2022](https://thefcs.org/sponsor/groupeconnect)
- [GroupeConnect](https://thefcs.org/sponsor/groupeconnect-2)
- [Prudential](https://thefcs.org/sponsor/prudential)
- [SmartMatch](https://thefcs.org/sponsor/smartmatch)
- [Fundamental Media](https://thefcs.org/sponsor/fundamental-media)
- [BlackRock](https://thefcs.org/sponsor/blackrock)
- [Trade Desk](https://thefcs.org/sponsor/trade-desk)
- [ADWEEK](https://thefcs.org/sponsor/adweek)
- [Edelman Smithfield](https://thefcs.org/sponsor/edelman-smithfield)
- [Edelman](https://thefcs.org/sponsor/edelman)
- [Engine Room Tech](https://thefcs.org/sponsor/engine-room-tech)
- [Corporate Insight](https://thefcs.org/sponsor/corporate-insight)
- [White Spider Media](https://thefcs.org/sponsor/white-spider-media)
- [SmartBrief](https://thefcs.org/sponsor/smartbrief-2)
- [SmartBrief (2017)](https://thefcs.org/sponsor/smartbrief)
- [Viewst](https://thefcs.org/sponsor/viewst)
- [Goldcast](https://thefcs.org/sponsor/goldcast)
- [Yahoo Finance](https://thefcs.org/sponsor/yahoo-finance)
- [Prophecy](https://thefcs.org/sponsor/prophecy)
- [Level Agency](https://thefcs.org/sponsor/level-agency)
- [VDX TV](https://thefcs.org/sponsor/vdx-tv)
- [Athletic, The (NYT)](https://thefcs.org/sponsor/athletic-the-nyt)
- [Fox Business](https://thefcs.org/sponsor/fox-business)
- [Ptarmigan Media](https://thefcs.org/sponsor/ptarmigan-media)
- [WSJ | Barron's Group](https://thefcs.org/sponsor/wsj-barrons-group)
- [Bliss Group](https://thefcs.org/sponsor/bliss-group)
- [Accenture](https://thefcs.org/sponsor/accenture)
- [Adobe (2017)](https://thefcs.org/sponsor/adobe)
- [Adobe](https://thefcs.org/sponsor/adobe-2)
- [Accenture Song](https://thefcs.org/sponsor/accenture-song)
- [Getty Images](https://thefcs.org/sponsor/getty-images)
- [Code and Theory](https://thefcs.org/sponsor/code-and-theory)
- [SOCi](https://thefcs.org/sponsor/soci)
- [Hamilton Lane](https://thefcs.org/sponsor/hamilton-lane)
- [Lippincott](https://thefcs.org/sponsor/lippincott)
- [2112 Communications](https://thefcs.org/sponsor/2112-communications)
- [The Guardian](https://thefcs.org/sponsor/the-guardian)
- [Prophet](https://thefcs.org/sponsor/prophet)
- [Tealium](https://thefcs.org/sponsor/tealium)
- [FLX](https://thefcs.org/sponsor/flx)
- [IDG](https://thefcs.org/sponsor/idg)
- [Reuters](https://thefcs.org/sponsor/reuters)
- [Business Insider](https://thefcs.org/sponsor/business-insider)
- [Captivate](https://thefcs.org/sponsor/captivate)
- [Morning Brew](https://thefcs.org/sponsor/morning-brew)
- [Substance Strategy & Creative](https://thefcs.org/sponsor/substance-strategy-creative)
- [State Street Global Advisors](https://thefcs.org/sponsor/state-street-global-advisors)
- [Arbor Realty Trust](https://thefcs.org/sponsor/arbor-realty-trust)
- [McKinney](https://thefcs.org/sponsor/mckinney)
- [Invesco QQQ](https://thefcs.org/sponsor/invesco-qqq)
- [Mizuho](https://thefcs.org/sponsor/mizuho)
- [Bank of America](https://thefcs.org/sponsor/bank-of-america)
- [Associated Press](https://thefcs.org/sponsor/associated-press)
- [MassMutual](https://thefcs.org/sponsor/massmutual)
- [Quantcast](https://thefcs.org/sponsor/quantcast)
- [Forbes](https://thefcs.org/sponsor/forbes)
- [Prosek Partners](https://thefcs.org/sponsor/prosek-partners)
- [Bloomberg Media](https://thefcs.org/sponsor/bloomberg-media)
- [The Wall Street Journal | Barron's Group](https://thefcs.org/sponsor/the-wall-street-journal-barrons-group)
- [FORTUNE](https://thefcs.org/sponsor/fortune)
- [Water & Wall](https://thefcs.org/sponsor/water-wall)
- [Hearst](https://thefcs.org/sponsor/hearst)
- [Wentworth Financial Communications](https://thefcs.org/sponsor/wentworth-financial-communications)
- [Hartford Funds](https://thefcs.org/sponsor/hartford-funds)
- [Dotdash Meredith Investopedia](https://thefcs.org/sponsor/dotdash-meredith-investopedia)
- [SmartBrief/Future](https://thefcs.org/sponsor/smartbrief-future)
- [TikTok](https://thefcs.org/sponsor/tiktok)
- [The New York Times](https://thefcs.org/sponsor/the-new-york-times)
- [Integreon](https://thefcs.org/sponsor/integreon-2)
- [Integreon (old)](https://thefcs.org/sponsor/integreon)
- [UM](https://thefcs.org/sponsor/um)
- [MFS Investment Management](https://thefcs.org/sponsor/mfs-investment-management)
- [FOX News Channel](https://thefcs.org/sponsor/fox-news-channel)
- [The Washington Post](https://thefcs.org/sponsor/the-washington-post)
- [Excel Sports Management](https://thefcs.org/sponsor/excel-sports-management)
- [Lincoln Financial](https://thefcs.org/sponsor/lincoln-financial)
- [InvestmentNews](https://thefcs.org/sponsor/investmentnews)
- [Wealthmanagement.com](https://thefcs.org/sponsor/wealthmanagement-com)
- [MNI Targeted Media](https://thefcs.org/sponsor/mni-targeted-media)
- [Informa](https://thefcs.org/sponsor/informa)
- [LoopMe](https://thefcs.org/sponsor/loopme)
- [Dotdash Meredith](https://thefcs.org/sponsor/dotdash-meredith)
- [Storyful](https://thefcs.org/sponsor/storyful)
- [Realtor.com](https://thefcs.org/sponsor/realtor-com-2)
- [Ameriprise Financial](https://thefcs.org/sponsor/ameriprise-financial-2)
- [SXM Media](https://thefcs.org/sponsor/sxm-media)
- [TIAA](https://thefcs.org/sponsor/tiaa)
- [Nativo](https://thefcs.org/sponsor/nativo)
- [Pandora](https://thefcs.org/sponsor/pandora)
- [Craft & Capital](https://thefcs.org/sponsor/craft-capital)
- [Whitman Insight Strategies](https://thefcs.org/sponsor/whitman-insight-strategies)
- [Morgan Stanley](https://thefcs.org/sponsor/morgan-stanley)
- [Insider](https://thefcs.org/sponsor/insider)
- [Invesco](https://thefcs.org/sponsor/invesco)
- [Ally](https://thefcs.org/sponsor/ally)
- [Barron's](https://thefcs.org/sponsor/barrons)
- [Barron's Next](https://thefcs.org/sponsor/barrons-next)
- [Crossmedia](https://thefcs.org/sponsor/crossmedia)
- [Citizens](https://thefcs.org/sponsor/citizens)
- [Columbia Threadneedle](https://thefcs.org/sponsor/columbia-threadneedle)
- [Macquarie](https://thefcs.org/sponsor/macquarie)
- [Hearsay Systems](https://thefcs.org/sponsor/hearsay)
- [Realtor.com](https://thefcs.org/sponsor/realtor-com)
- [Pabst Blue Ribbon](https://thefcs.org/sponsor/pabst-blue-ribbon)
- [Sample Sponsor](https://thefcs.org/sponsor/sample-sponsor)
- [Invoca](https://thefcs.org/sponsor/invoca)
- [Barclays](https://thefcs.org/sponsor/barclays)
- [The Ricciardi Group](https://thefcs.org/sponsor/the-ricciardi-group)
- [Wilmington Trust](https://thefcs.org/sponsor/wilmington-trust)
- [Vested](https://thefcs.org/sponsor/vested)
- [Glenmede](https://thefcs.org/sponsor/glenmede)
- [Havas New York](https://thefcs.org/sponsor/havas-new-york)
- [UBS](https://thefcs.org/sponsor/ubs)
- [Zelle](https://thefcs.org/sponsor/zelle)
- [LMG LLC](https://thefcs.org/sponsor/lmg-llc)
- [BuzzFeed](https://thefcs.org/sponsor/buzzfeed)
- [Meta](https://thefcs.org/sponsor/meta)
- [Blackstone](https://thefcs.org/sponsor/blackstone)
- [Dotdash](https://thefcs.org/sponsor/dotdash)
- [EXT](https://thefcs.org/sponsor/ext)
- [Leibowitz](https://thefcs.org/sponsor/leibowitz)
- [Y INTERACT](https://thefcs.org/sponsor/y-interact)
- [Anomaly](https://thefcs.org/sponsor/anomaly)
- [Texthelp](https://thefcs.org/sponsor/texthelp)
- [Havas](https://thefcs.org/sponsor/havas)
- [Yieldstreet](https://thefcs.org/sponsor/yieldstreet)
- [Stratevist](https://thefcs.org/sponsor/stratevist)
- [The Wall Street Journal | Barron's | MarketWatch](https://thefcs.org/sponsor/the-wall-street-journal-barrons-marketwatch)
- [Packed with Purpose](https://thefcs.org/sponsor/packed-with-purpose)
- [Institutional Investor](https://thefcs.org/sponsor/institutional-investor)
- [MullenLowe](https://thefcs.org/sponsor/mullenlowe)
- [Gate + Assembly](https://thefcs.org/sponsor/gate-assembly)
- [Jornaya](https://thefcs.org/sponsor/jornaya)
- [The Strategic Agency](https://thefcs.org/sponsor/the-strategic-agency)
- [The TIFIN Group](https://thefcs.org/sponsor/the-tifin-group)
- [Fox Business Network](https://thefcs.org/sponsor/fox-business-network)
- [The Rudin Group](https://thefcs.org/sponsor/the-rudin-group)
- [The Balance](https://thefcs.org/sponsor/the-balance)
- [Marketing IMPACT Council](https://thefcs.org/sponsor/marketing-impact-council)
- [Communications Match](https://thefcs.org/sponsor/communications-match)
- [Financial Communications Society](https://thefcs.org/sponsor/financial-communications-society)
- [CommPRO.biz](https://thefcs.org/sponsor/commpro-biz)
- [Capitol Communicator](https://thefcs.org/sponsor/capitol-communicator)
- [Wall Street Journal | Barron's Group](https://thefcs.org/sponsor/wall-street-journal-barrons-group-2)
- [Marketwatch](https://thefcs.org/sponsor/marketwatch)
- [NewsCred](https://thefcs.org/sponsor/newscred)
- [Prometheum](https://thefcs.org/sponsor/prometheum)
- [BBC](https://thefcs.org/sponsor/bbc)
- [Brand New Media](https://thefcs.org/sponsor/brand-new-media)
- [Northwestern University](https://thefcs.org/sponsor/northwestern-university)
- [Blacklight/MA - Media & Analytics](https://thefcs.org/sponsor/blacklight-ma-media-analytics)
- [CFA Institute](https://thefcs.org/sponsor/cfa-institute)
- [Bloomberg Media Group](https://thefcs.org/sponsor/bloomberg-media-group)
- [NEO Media World](https://thefcs.org/sponsor/neo-media-world)
- [Condé Nast](https://thefcs.org/sponsor/conde-nast)
- [Lansons Intermarket](https://thefcs.org/sponsor/lansons-intermarket)
- [Hume Brophy](https://thefcs.org/sponsor/hume-brophy)
- [Smartology](https://thefcs.org/sponsor/smartology)
- [Wall Street Journal/Barron's Group](https://thefcs.org/sponsor/wall-street-journal-barrons-group)
- [Citizens Bank Wealth Management](https://thefcs.org/sponsor/citizens-bank-wealth-management)
- [Twitter](https://thefcs.org/sponsor/twitter)
- [The Inquirer](https://thefcs.org/sponsor/the-inquirer)
- [The Growth Strategy Group](https://thefcs.org/sponsor/the-growth-strategy-group)
- [Ally Financial](https://thefcs.org/sponsor/ally-financial)
- [Marketo](https://thefcs.org/sponsor/marketo)
- [mParticle](https://thefcs.org/sponsor/mparticle)
- [Brandcap](https://thefcs.org/sponsor/brandcap)
- [EY](https://thefcs.org/sponsor/ey)
- [Idio](https://thefcs.org/sponsor/idio)
- [Google](https://thefcs.org/sponsor/google)
- [Blacklight/MA](https://thefcs.org/sponsor/blacklight-ma)
- [BNY Mellon](https://thefcs.org/sponsor/bny-mellon)
- [Gate 39 Media](https://thefcs.org/sponsor/gate-39-media)
- [AIG](https://thefcs.org/sponsor/aig)
- [CNN Business](https://thefcs.org/sponsor/cnn-business)
- [Baird](https://thefcs.org/sponsor/baird)
- [Franklin Templeton Investing](https://thefcs.org/sponsor/franklin-templeton-investing)
- [Eaton Vance](https://thefcs.org/sponsor/eaton-vance)
- [SiriusDecisions](https://thefcs.org/sponsor/siriusdecisions)
- [Emerging Market Media](https://thefcs.org/sponsor/emerging-market-media)
- [The Economist Group](https://thefcs.org/sponsor/the-economist-group)
- [Ogilvy](https://thefcs.org/sponsor/ogilvy)
- [CNBC](https://thefcs.org/sponsor/cnbc)
- [BNY Mellon's Pershing](https://thefcs.org/sponsor/bny-mellons-pershing)
- [Kantar](https://thefcs.org/sponsor/kantar)
- [McGuffin Creative Group](https://thefcs.org/sponsor/mcguffin-creative-group)
- [Cactus](https://thefcs.org/sponsor/cactus)
- [ON24](https://thefcs.org/sponsor/on24)
- [McGuffin Creative Group Inc.](https://thefcs.org/sponsor/mcguffin-creative-group-inc)
- [McGuffin Creative Group Inc.](https://thefcs.org/sponsor/mcguffin-creative-group-inc-2)
- [Clearstream](https://thefcs.org/sponsor/clearstream)
- [CME Group](https://thefcs.org/sponsor/cme-group)
- [Business Journals](https://thefcs.org/sponsor/business-journals)
- [U.S. News & World Report](https://thefcs.org/sponsor/u-s-news-world-report)
- [Insider Inc.](https://thefcs.org/sponsor/insider-inc)
- [Mitre Media](https://thefcs.org/sponsor/mitre-media)
- [MerchantCantos](https://thefcs.org/sponsor/merchantcantos)
- [Flipboard](https://thefcs.org/sponsor/flipboard)
- [The Plain Language Group](https://thefcs.org/sponsor/the-plain-language-group)
- [The Business Journals](https://thefcs.org/sponsor/the-business-journals)
- [Acquia](https://thefcs.org/sponsor/acquia)
- [Oath, a Verizon company](https://thefcs.org/sponsor/oath-a-verizon-company)
- [CNN Money](https://thefcs.org/sponsor/cnn-money)
- [Dow Jones](https://thefcs.org/sponsor/dow-jones)
- [Janus Henderson](https://thefcs.org/sponsor/janus-henderson)
- [Clearstream TV](https://thefcs.org/sponsor/clearstream-tv)
- [IHS Markit](https://thefcs.org/sponsor/ihs-markit)
- [CSG, Communications Strategy Group](https://thefcs.org/sponsor/csg-communications-strategy-group)
- [Palmer Printing](https://thefcs.org/sponsor/palmer-printing)
- [Quartz](https://thefcs.org/sponsor/quartz)
- [Investing Media Solutions](https://thefcs.org/sponsor/investing-media-solutions)
- [SAM](https://thefcs.org/sponsor/sam)
- [The Economist](https://thefcs.org/sponsor/the-economist)
- [Market Realist](https://thefcs.org/sponsor/market-realist)
- [Communications Strategy Group](https://thefcs.org/sponsor/communications-strategy-group)
- [Ragan Communications](https://thefcs.org/sponsor/ragan-communications)
- [National Geographic](https://thefcs.org/sponsor/national-geographic)
- [Oath](https://thefcs.org/sponsor/oath)
- [TheStreet](https://thefcs.org/sponsor/thestreet)
- [Bankrate](https://thefcs.org/sponsor/bankrate)
- [bRealTime](https://thefcs.org/sponsor/brealtime)
- [Index Exchange](https://thefcs.org/sponsor/index-exchange)
- [WNYC Studios](https://thefcs.org/sponsor/wnyc-studios)
- [Bing](https://thefcs.org/sponsor/bing)
- [Demandbase](https://thefcs.org/sponsor/demandbase)
- [I Heart Media](https://thefcs.org/sponsor/i-heart-media)
- [The Wall Street Journal](https://thefcs.org/sponsor/the-wall-street-journal)
- [InvestingChannel](https://thefcs.org/sponsor/investingchannel)
- [ConceptFarm](https://thefcs.org/sponsor/conceptfarm)
- [Gregory FCA](https://thefcs.org/sponsor/gregory-fca)
- [Yahoo](https://thefcs.org/sponsor/yahoo-2)
- [Investor's Business Daily](https://thefcs.org/sponsor/investors-business-daily)
- [Seeking Alpha](https://thefcs.org/sponsor/seeking-alpha)
- [Yahoo!](https://thefcs.org/sponsor/yahoo)
- [Herring Media Group](https://thefcs.org/sponsor/herring-media-group)
- [Investing Channel](https://thefcs.org/sponsor/investing-channel)
- [Time Inc.](https://thefcs.org/sponsor/time-inc)
- [Morningstar](https://thefcs.org/sponsor/morningstar)
- [Madison Logic](https://thefcs.org/sponsor/madison-logic)
- [Adjust](https://thefcs.org/sponsor/adjust)
- [MRM//McCANN](https://thefcs.org/sponsor/mrm-mccann)
- [Brunswick Group](https://thefcs.org/sponsor/brunswick-group)
- [Social 360](https://thefcs.org/sponsor/social-360)
- [MacMillan Communications](https://thefcs.org/sponsor/macmillan-communications)

## Speakers

- [Kristin Faucher](https://thefcs.org/speaker/kristin-faucher) - Kristin Faucher is the Head of Brand Strategy and Advertising: Card, Travel, Commerce, JPMorgan Chase. Kristin has the privilege of working on Chase Travel, and Chase Media Solutions, both launched earlier this year and beloved card brands Chase Freedom and Chase Sapphire. She has developed ground breaking campaigns for Chase Freedom with Kevin Hart including
- [Jillian Bannister](https://thefcs.org/speaker/jillian-bannister) - Jillian Bannister is Sr. Director Digital Acceleration & Process Optimization at Franklin Templeton, which she joined in 2025.
- [Michael Moeser](https://thefcs.org/speaker/michael-moeser) - Michael Moeser is a Senior Content Marketing Strategist at Arizent, where he develops research driven insights and thought leadership for financial services leaders. Previously a senior analyst at American Banker, he has authored research reports and industry commentary on emerging trends in banking and payments. He brings experience from roles at Visa, Fiserv, Synchrony, Capital
- [Janet King](https://thefcs.org/speaker/janet-king-2) - Janet King is Senior Vice President of Content Strategy at Arizent, where she leads custom research and thought leadership initiatives serving the financial services industry. She specializes in translating audience insights into data driven storytelling that helps firms strengthen strategy, engage advisors and drive measurable business impact. Janet has held senior research and insights roles
- [Andrew Lewkowicz](https://thefcs.org/speaker/andrew-lewkowicz) - Andy Lewkowicz is SVP, Strategy & Business Development, at Integreon, which he joined in 2025.
- [Peter Amadeo](https://thefcs.org/speaker/peter-amadeo) - Peter Amadeo is SVP, Head of Partnerships Production, at Citi, which he joined in 2021.
- [Amanda Curran](https://thefcs.org/speaker/amanda-curran) - Amanda Curran is SVP/MD, Head of Strategic Delivery and Marketing Operations at AllianceBernstein. In this role, she’s responsible for the delivery of marketing programs and maturing and elevating marketing operations. Amanda powers a forward-looking, tech-enabled, and globally connected marketing organization. With more than 25 years of experience, Amanda had built a career in digital transformation
- [Janet King (2024)](https://thefcs.org/speaker/janet-king) - Janet King is Arizent's VP Research & Content Solutions. Janet is a marketing research and strategic insights executive with three decades of experience in the media, technology, financial and professional services, and healthcare industries. Her ability to apply a variety of research approaches to strategic business problems has resulted in the delivery of impactful, innovative
- [Gordy Abel](https://thefcs.org/speaker/gordy-abel-2) - Gordy Abel joined Dynasty in May 2016 as the firm’s Chief Marketing Officer. He leads marketing efforts for Dynasty Financial Partners’ corporate marketing, Network Advisor marketing, and Dynasty Community educational events and experiences. During his time at Dynasty, he has contributed to the firm’s growth by enhancing its brand profile and developing strategic cross-channel marketing
- [Gordon Abel (2022)](https://thefcs.org/speaker/gordon-abel) - Gordy Abel is responsible for all strategic marketing initiatives and brand stewardship for Dynasty Financial Partners. He drives business growth by leveraging new marketing ideas, platforms, technology and data to build awareness and heighten customer value across relevant paid, owned and earned channels. This includes driving engagement across the growing social media landscape, developing industry-leading
- [Gordy Abel (2021)](https://thefcs.org/speaker/gordy-abel) - As Chief Marketing Officer, Mr. Abel is responsible for all strategic brand architecture and marketing development for Dynasty Financial Partners. He leverages new marketing platforms, technology and data to build awareness and heighten customer value across relevant paid, owned and earned channels. This includes driving engagement across the growing social media landscape, developing industry-leading thought
- [Joan Khoury](https://thefcs.org/speaker/joan-khoury-2) - Joan Khoury joined Oppenheimer in 2015 bringing deep experience leading and developing marketing teams in the retail, wealth and institutional segments. She previously was CMO for LPL Financial, where she developed the company’s marketing and brand strategy. Prior to that, she served as Head of Marketing for Merrill Lynch Wealth Management, where she refined and
- [Joan Khoury (2023)](https://thefcs.org/speaker/joan-khoury) - Joan Khoury joined Oppenheimer in 2015 bringing deep experience leading and developing marketing teams in the retail, wealth and institutional segments. She previously was CMO for LPL Financial, where she developed the company’s marketing and brand strategy. Prior to that, she served as Head of Marketing for Merrill Lynch Wealth Management, where she refined and
- [Troy O'Brien](https://thefcs.org/speaker/troy-obrien) - Troy O'Brien is Sales Director, Finance at The New York Times, which he joined in 2021.
- [Paula Pullano](https://thefcs.org/speaker/paula-pullano-2) - Paula Pullano is Global Head of Marketing, Investments & Wealth, at BNY, which she joined in 2022.
- [Paula Pullano (2024)](https://thefcs.org/speaker/paula-pullano) - Paula Pullano is the Head of Marketing and Communications at BNY Mellon Wealth, which she joined in 2022.
- [Marshall McIntosh](https://thefcs.org/speaker/marshall-mcintosh) - Marshall McIntosh is EVP, U.S. Global Wealth Management Marketing at PIMCO, which he joined in 2011.
- [Veronica Mendoza](https://thefcs.org/speaker/veronica-mendoz) - Veronica Mendoza is Vice President of Growth Marketing at Betterment, where she leads customer acquisition and growth strategy across paid media, partnerships, and experimentation, with a particular focus on building and accelerating B2B pipeline and using data to drive sales outcomes. She is a key leader in Betterment’s AI-powered marketing optimization efforts. Earlier in her career,
- [Rosa Rita](https://thefcs.org/speaker/rosa-rita) - Rosa Rita is Global Chief Marketing Officer, Asset & Wealth Management, at J.P. Morgan, which she joined in 2018.
- [Heather Netrosio](https://thefcs.org/speaker/heather-netrosio) - Heather Netrosio is a Managing Director and Head of U.S. Client & Marketing Strategy at RBC Capital Markets, leading brand and client engagement strategy across investment banking, sales & trading, corporate banking, cash management, and research for the U.S. market. With more than 20 years of experience in financial services marketing, she has built and
- [Aparna Menon](https://thefcs.org/speaker/38855-2) - Aparna Menon is SVP, Head of U.S. Digital Marketing and MarTech Transformation, at TD Bank, which she joined in 2022.
- [Aparna Menon (2024)](https://thefcs.org/speaker/aparna-menon) - Aparna Menon is SVP, Head of US Digital Marketing Strategy at TD Bank, which she joined in 2022.
- [Greg Boosin](https://thefcs.org/speaker/greg-boosin-2) - Greg Boosin is the Chief Marketing Officer of Equitable and a member of the firm’s Operating Committee. In this role, Mr. Boosin leads all aspects of the company’s marketing strategy to support its Retirement and Wealth Management businesses, focusing on accelerating business growth, deepening client engagement, and increasing brand awareness. Prior to joining Equitable in
- [Greg Boosin (2024)](https://thefcs.org/speaker/greg-boosin) - Greg Boosin is EVP, Global B2B & Product Marketing at Mastercard. As the discipline lead, he is responsible for lead generation operations, sales enablement, RFP support and leading the in-house Creative Studio across Mastercard’s global business units and regions as well as the articulation of value propositions within the product development process. Prior, Greg held various positions
- [Ellie Weed](https://thefcs.org/speaker/ellie-weed) - Ellie Weed serves as Head of Industry for Financial Services at LinkedIn Ads, leading a team that partners with enterprise clients across investment management, banking, payments, and insurance. In collaboration with LinkedIn’s business development, product, and insights teams, Ellie helps brands translate data and insights into compelling B2B and B2C strategies on the platform that
- [Peter Weinberg](https://thefcs.org/speaker/peter-weinberg-2) - Peter Weinberg is Co-Founder of Evidenza, which he launched in 2024.
- [Peter Weinberg (2023)](https://thefcs.org/speaker/peter-weinberg) - Peter Weinberg is the Head of Development for The B2B Institute at LinkedIn, which he joined in 2013.
- [Shana Sood](https://thefcs.org/speaker/shana-sood) - Shana Sood is Chief Marketing & Communications Officer, Individual Life Insurance, Prudential Financial, which she joined in 2025.
- [Steve James](https://thefcs.org/speaker/steve-james) - Steve James is Global Head of Marketing and Communications at BNY, which he joined in 2024.
- [Pradip Sigdyal](https://thefcs.org/speaker/pradip-sigdyal) - Pradip Sigdyal is Head of Digital Marketing Strategy, Americas at UBS Global Wealth Management, which he joined in 2022.
- [Laura O'Brien](https://thefcs.org/speaker/laura-obrien) - Laura O’Brien is the Global Head of Communications & Content at State Street Investment Management, the fourth largest asset manager in the world. Laura is responsible for the firm’s content strategy, thought leadership program, external and internal communications, social media, and digital marketing strategies. Prior to joining State Street, Laura served as the Global Head
- [Jimmy Saunders](https://thefcs.org/speaker/jimmy-saunders) - Jimmy Saunders is an Executive Director, responsible for the Financial vertical and the Audio business at The New York Times, which he joined in 2015.
- [Danielle Robles](https://thefcs.org/speaker/danielle-robles) - Danielle Robles is the Chief Marketing Officer for Private Client Banking at JPMorgan Chase, where she leads marketing for Chase Private Client and the firm’s new concierge-banking concepts, JPM Private Client and JPM Financial Centers. Her work brings together acquisition, client engagement, field marketing, and events, and she guided firmwide communications and martech integration during
- [Damon Webber](https://thefcs.org/speaker/damon-webber-3) - Damon Webber is the Strategic Marketing Executive - Head of Global Research and BofA Institute, at Bank of America, which he joined in 2004.
- [Damon Webber (2019)](https://thefcs.org/speaker/damon-webber-2) - Damon Webber is Senior Vice President – Global Markets Marketing at Bank of America Merrill Lynch, which he joined in 2004.
- [Branden Jones](https://thefcs.org/speaker/branden-jones-2) - Branden Jones is Managing Director and CMO at BlackRock Aladdin, where he leads a global practice tasked with fueling business and brand growth, His teams drive global campaigns that shape perception across markets and with diverse buyer groups. He is known for precision storytelling and product evangelism—bridging technical depth with emotional clarity to connect complex
- [Branden Jones (2024)](https://thefcs.org/speaker/branden-jones) - Branden Jones is the Chief Marketing Officer for Aladdin by BlackRock. He is responsible for defining and executing the marketing strategy to support Aladdin’s overall business growth goals and oversee all aspects of daily operations across marketing activities for the Aladdin business. Branden has more than 20 years of experience in enterprise and cloud go-to-market strategy, and software-as-a-service
- [Kim Cosgrove](https://thefcs.org/speaker/kim-cosgrove) - Kim Cosgrove is a Senior Vice President of Communications at CenterSquare, responsible for communications strategy and execution, content strategy and development, and the implementation of consistent messaging across marketing channels. Prior to joining CenterSquare, Kim was Director of RFPs in SEI’s Institutional business, where she oversaw the RFP team and execution of sales strategy in
- [Grace Wood](https://thefcs.org/speaker/grace-wood) - Grace Wood is the Brand Director shaping tastytrade’s voice in retail finance. A strategist and storyteller, she’s redefining how fintech brands earn trust through honesty, creativity, and clear communication. With a background spanning brand, comms and digital strategy, Grace has led award-winning campaigns across agencies and financial platforms - ensuring brands feel more human, relatable,
- [Jessica Fernandez](https://thefcs.org/speaker/jessica-fernandez-3) - Jessica Fernandez is an accomplished senior marketing executive with over 20 years of experience in financial services and asset management. As Chief Global Marketing Officer at Direxion ETFs, she leads the firm’s marketing strategy with a focus on product innovation and client channel expansion. Jessica is dedicated to strengthening Direxion’s global presence while advancing its
- [Jessica Fernandez (2024)](https://thefcs.org/speaker/jessica-fernandez-2) - Jessica Fernandez is Senior Vice President and Chief Marketing Officer of Calamos Investments, responsible for leading the firm’s global marketing and brand strategy. Jessica joined the firm in July 2022 with over 20+ years of sales and marketing expertise within the asset management industry. Prior to joining Calamos, Jessica was the Head of North American Retail
- [Patty Sachs](https://thefcs.org/speaker/patty-sachs-2) - Patty Sachs is a global marketing leader with 30 years of experience delivering bold, business-driving strategies for the world’s top financial institutions and brands. Known for thinking big and leading with purpose, she blends creativity, data, and technology to drive measurable impact.She is currently Global Head of Wealth Marketing at Citi, leading marketing across the
- [Patty Sachs (2024)](https://thefcs.org/speaker/patty-sachs) - Patty Sachs is President, Global Groupe Client Lead - Citi, at Publicis Groupe, which she joined in 2019.
- [Deana Lewis](https://thefcs.org/speaker/deana-lewis) - With over 18 years of experience in the financial services industry, Deana Lewis brings a wealth of expertise in marketing and communications. As Chief Marketing Officer at The Mather Group (TMG), she spearheads all marketing initiatives and communication strategies, maintaining a steadfast focus on a client-centric approach. Before joining TMG, Deana was Head of Client
- [Richard Parkinson](https://thefcs.org/speaker/richard-parkinson-2) - Richard Parkinson serves as chief brand and GRI marketing officer and is responsible for the design and performance of Prudential Financial brand and marketing strategy, driving growth for its global businesses and bringing the company’s purpose to life. Parkinson and the team lead and manage brand advertising, media buying, sponsorship and social media for Prudential
- [Michelle Spellerberg](https://thefcs.org/speaker/michelle-spellerberg) - Michelle Spellerberg is an accomplished marketing executive currently serving as the Chief Marketing Officer for North America at IG Group since May 2025, overseeing brands such as tastytrade, tastylive, tastyfx, and tastycrypto. In addition, Michelle is a Board Director at Farmers Insurance Federal Credit Union, providing strategic growth and financial technology insights. Previous experience includes
- [Anita Liskey](https://thefcs.org/speaker/anita-liskey) - Anita Liskey is a seasoned marketing and communications professional with a wealth of experience in elevating brand presence and managing corporate reputation. Currently serving as the Senior Managing Director at CME Group, she spearheads global brand marketing and communications strategies for the leading derivatives exchange. With a strong foundation in journalism, Anita has a knack
- [Stephen Tisdalle (2022)](https://thefcs.org/speaker/stephen-tisdalle-2) - Stephen Tisdalle joined TIAA in 2021 as Chief Brand and Demand Generation Officer. TIAA is a Fortune 100 financial services firm whose mission is helping those who help others find confidence in retirement. Stephen is committed to ensuring TIAA’s brand captivates people working in higher education and other purpose-driven professions so we can educate them
- [Tara Giuliano](https://thefcs.org/speaker/tara-giuliano-3) - Tara Giuliano is Chief Marketing Officer of Nuveen and a member of the Executive Management Team. She oversees a marketing team that develops and executes go-to-market plans aimed at acquiring, retaining and expanding client relationships while producing compelling investment stories that distinguish Nuveen from competitors. Prior to joining Nuveen in 2018, Tara held senior marketing
- [Tara Giuliano (2025)](https://thefcs.org/speaker/tara-giuliano-chicago) - Tara Giuliano leads marketing for Nuveen. She is instrumental in effectively bringing Nuveen’s collective investment capabilities to our clients. Tara oversees a team that develops and executes on go to market plans aimed at acquiring, retaining and expanding client relationships while producing compelling investment stories that differentiate Nuveen from our competitors and address specific client
- [Richard Parkinson (2022)](https://thefcs.org/speaker/richard-parkinson) - Richard Parkinson is the Chief Brand Officer of Prudential Financial, which he joined in May 2021.
- [Stephen Tisdalle](https://thefcs.org/speaker/stephen-tisdalle-3) - Stephen Tisdalle is Chief Marketing Officer for Future Standard and a member of the firm’s Executive Committee. In this role, Mr. Tisdalle is responsible for driving the firm's overall brand strategy and marketing functions globally. He leads the firm on all aspects of marketing disciplines, including brand positioning and design, channel and product marketing, digital
- [Stephen Tisdalle (2017)](https://thefcs.org/speaker/stephen-tisdalle) - Stephen Tisdalle is Chief Marketing Officer and Senior Managing Director for State Street Global Advisors (SSGA) overseeing global brand and advertising, channel marketing, digital strategy and creative services. Prior to joining SSGA, Stephen served as Senior Vice President and Head of Marketing for OppenheimerFunds, Inc. and its subsidiary OFI Global. He was responsible for Brand
- [Lynn Hobson](https://thefcs.org/speaker/lynn-hobson) - Lynn Hobson joined WSFS Bank in December 2024 as Senior Vice President and Chief Marketing Officer. In this role, she leads growth and performance marketing initiatives, brand strategy, internal and external communications, digital marketing and data analytics, and the client experience across all lines of business. Lynn brings a successful track record in financial services
- [Ali McCarthy](https://thefcs.org/speaker/ali-mccarthy) - Ali McCarthy is the Chief Marketing Officer for Asset-Map, which she joined in 2025.
- [Kristina Harshany](https://thefcs.org/speaker/kristina-harshany) - Kristina Harshany is the Chief Marketing Officer for CenterSquare Investment Management, which she joined in 2024.
- [Stephanie Giaramita](https://thefcs.org/speaker/stephanie-giaramita) - Stephanie Giaramita leads marketing for SEI’s Asset Management business, responsible for the strategic development and implementation of marketing programs that help drive growth across advisor, institutional, and private client markets in North America. Stephanie previously led marketing for the Advisor business. She joined SEI in 2020 as head of global content strategy for SEI’s Global
- [Jack Otter](https://thefcs.org/speaker/jack-otter-2) - Jack Otter is Global Head of Wealth & Asset Management at Dow Jones, where he runs the Barron’s advisor-focused conference business and related editorial efforts, and is the anchor of Barron’s Roundtable on the Fox Business News channel. He has served as editor of Barrons.com and interim editor-in-chief of Barron’s. He is the author of Worth It…Not Worth
- [Jill Hamilton](https://thefcs.org/speaker/jill-hamilton) - As Vice President, Global Media at American Express, Jill is responsible for driving brand consideration and demand, while overseeing media strategy across channels. Jill joined American Express from Centro, where she was the Vice President of Media Strategy & Operations overseeing the Northeast region. Earlier in her career, Jill held various roles where she developed
- [Joe Maglio](https://thefcs.org/speaker/joe-maglio) - In 2025 Joe Maglio became CEO of the new Cheil Agency Network, while retaining his role as CEO of McKinney and Barbarian. The Cheil Agency Network includes McKinney, Iris, Barbarian, Attention Arc and CYLNDR Studios. Joe Maglio was named CEO of McKinney in October 2018 — just the fifth CEO in McKinney’s 56-year history. Since
- [Jon Sellman](https://thefcs.org/speaker/jon-sellman) - Jon Sellman is an accomplished marketing and brand strategy leader with more than two decades of experience shaping some of the world’s most recognizable brands. As Chief Brand Officer at M&T Bank, he leads enterprise-wide brand strategy, marketing, sponsorships, and creative initiatives to strengthen customer connections and drive growth.Prior to joining M&T, Jon served as
- [Jennifer Lindauer](https://thefcs.org/speaker/jennifer-lindauer-2) - Jennifer Lindauer is Director of Brand Marketing at Plymouth Rock Assurance, where she is leading a transformation to modernize the company’s brand and strengthen consumer connection in an increasingly competitive insurance landscape. She oversees brand strategy, creative development, website experience, and reputation management—ensuring the brand reflects Plymouth Rock’s human, local, and trusted identity across every
- [Jennifer Lindauer (2018)](https://thefcs.org/speaker/jennifer-lindauer) - 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
- [Jack Otter (2019)](https://thefcs.org/speaker/jack-otter) - Jack Otter is the Editor-in-Chief of Dow Jones’ Wealth & Asset Management Group. Previously, he was executive editor at CBS MoneyWatch.com, deputy editor of Rodale's Best Life and former articles editor at SmartMoney. He has appeared on CNN, CNBC, NBC, Today, The Early Show and CBS This Morning. He has written for publications including O
- [Steve Munroe](https://thefcs.org/speaker/steve-munroe) - Steve Munroe joined ProShares—a $100 billion issuer of ETFs and mutual funds—as Managing Director and Chief Marketing Officer in 2024. Previously, he served as Head of Marketing for Global X ETFs, where over nine years he led marketing and business development initiatives that helped transform the firm from a small challenger into a global brand
- [Katy Brady](https://thefcs.org/speaker/katy-brady-2) - Katy Brady is Director of Brand in North America and EMEA at Invesco. In this role, Katy is responsible for the development and execution of Invesco brand strategy, advertising, sponsorships, social media, and Invesco QQQ marketing. Katy joined Invesco in 2018. Prior to joining the firm, she was director of iShares advertising and brand at
- [Katy Brady (2019)](https://thefcs.org/speaker/katy-brady) - Katy Brady is Director, Brand Activation and Experiences for Invesco US, which she joined in 2018.
- [Emily Pachuta](https://thefcs.org/speaker/emily-pachuta-2) - Emily Pachuta leads Ascensus’ Marketing, Analytics & UX capabilities designed to accelerate business growth, deliver best-in-class client experiences, and strengthen the firm’s reputation all in service of our noble purpose to help more savers save more. She joined Ascensus in June 2024 and has 25 years of financial services experience, including prior leadership roles with
- [Emily Pachuta (2019)](https://thefcs.org/speaker/emily-pachuta) - Emily Pachuta is Chief Marketing & Analytics Officer for the Americas at Invesco. In this role, she sets the overall advanced analytics and marketing strategy designed to accelerate business growth by driving client demand and strengthening Invesco’s reputation with US and Canadian wealth management intermediary and institutional clients. She and her team are responsible for
- [Stacy Hammond](https://thefcs.org/speaker/stacy-hammond) - Stacy Hammond is Managing Director and Chief Marketing Officer at Charles Schwab. She has leadership responsibility for delivering high-impact programs across Investor Services, Advisor Services, and Workplace Financial Solutions that drive growth, engage clients, and build brand equity. Hammond has been with Schwab for 24 years, holding a variety of roles in retail and marketing.
- [Nyle Bayer](https://thefcs.org/speaker/nyle-bayer) - Nyle Bayer is the CMO of Future Proof, where he leads brand, demand, and community for the most attended event series in wealth and investment management.
- [Ryan Roggensack](https://thefcs.org/speaker/ryan-roggensack) - Ryan Roggensack is the Head of SEO at Carta, leading organic content strategy and search optimization. He is passionate about embracing the challenges of the evolving search landscape with new approaches and tools.
- [Hailey Brent](https://thefcs.org/speaker/hailey-brent-2) - Hailey Brent is Head of Channel Strategy & Integration for BNY Investments & Wealth. In this role she leads go-to-market campaigns across owned & paid channels to drive strong outcomes for the business and for clients. Hailey has over 12 years of experience in the finance industry launching award-winning B2B and B2C marketing campaigns, leading
- [Jaret Posmentier](https://thefcs.org/speaker/jaret-posmentier) - Jaret Posmentier is a Principal Client Partner at Nativo, where he supports B2B and B2C clients across the financial, insurance, tech, and travel sectors. His passion for digital media is rooted in helping marketing teams uncover the most efficient and impactful approaches to drive business objectives and continuously evolve and improve. Jaret began his career
- [John Brockelman](https://thefcs.org/speaker/john-brockelman-2) - John Brockelman is Chief Marketing Officer for State Street Investment Management, the fourth largest asset manager in the world. He is responsible for all aspects of marketing for the firm, including data and analytics, institutional and advisor channel marketing, brand and advertising, investment content, digital, communications, and social media. John is also a member of
- [John Brockelman (2023)](https://thefcs.org/speaker/john-brockelman-2023) - John Brockelman is Chief Marketing Officer for State Street Global Advisors, the fourth largest asset manager in the world. He is responsible for all aspects of marketing for the firm, including data and analytics, institutional and advisor channel marketing, brand and advertising, investment content, digital, communications, and social media. John is also a member of
- [Rodes Ponzer](https://thefcs.org/speaker/rodes-ponzer) - Rodes M. Ponzer is Chief Marketing Officer at Crowd Street, where he leads brand and growth strategy for a leading platform in private market investing. With over two decades in global advertising—including leadership roles at Saatchi & Saatchi and TBWA\Chiat\Day—he’s helped drive billion-dollar growth for Pampers, revitalize Cheerios, and reshape Accenture’s brand. He also founded
- [Krista Phillips](https://thefcs.org/speaker/krista-phillips-2) - Krista Phillips is the inaugural Chief Customer & Transformation Officer at M&T Bank, where she oversees a cross-functional portfolio that includes Analytics, Customer Experience (CX), Marketing, Transformation, and Multicultural Banking. Her role was created to unify these disciplines and accelerate customer-centric growth across the enterprise. With more than 30 years of experience in financial services,
- [Krista Phillips (2022)](https://thefcs.org/speaker/krista-phillips) - Krista Phillips is the Head of Branded Cards and Marketing, with responsibility for marketing, product management, loyalty solutions, and digital strategies. Prior to joining Wells Fargo, she worked in product management and marketing at several companies. Notably, she spent 10 years at Citi, most recently as Managing Director of Global Consumer Brand Strategy and Advertising.
- [Cynthia Casarez](https://thefcs.org/speaker/cynthia-casarez) - Cynthia Casarez is SEO Manager, Capital Group, which she joined in 2021.
- [Kate Lindenberg](https://thefcs.org/speaker/kate-lindenberg) - Kate Lindenberg is Vice President, Dynamic Portfolio Strategies, which she joined in 2006.
- [Matthew Slivinski](https://thefcs.org/speaker/matthew-slivinski) - Matthew Slivinski is a Managing Director and the Global Head of Marketing at Carlyle. Mr. Slivinski leads the firm’s brand and marketing efforts, focused on driving client engagement and business growth through innovative brand, digital and content marketing strategies. Prior to joining Carlye, Mr. Slivinski served as Global Head of Marketing Strategy for Barclays Investment
- [Duncan Shaw](https://thefcs.org/speaker/duncan-shaw-2) - As a co-founder of Living, and Chief Creative Officer, Duncan Shaw has over 20 years' brand and marketing experience for clients such as EY, Citi, HSBC, GE Capital, Morgan Stanley, Russell Investments, 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
- [Kate Shaw](https://thefcs.org/speaker/kate-shaw) - Kate is co-Founder and CEO of Living Group, founded in 2004. She has over 20 years of City experience covering investment banking, private client wealth management and hedge fund trading which includes eight years at UBS, latterly sales trading to hedge fund clients. Kate is responsible for Living's financial services clients and brings extensive, invaluable
- [Duncan Shaw (2019)](https://thefcs.org/speaker/duncan-shaw) - 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
- [Kirti Naik](https://thefcs.org/speaker/kirti-naik-3) - Kirti Naik, Head of Brand Experience, joined Neuberger Berman in 2024. Based in New York, Kirti oversees the firm's Global Brand Experience, driving enterprise-wide marketing innovation and enhanced client experiences across brand, advertising, digital and social media. An award-winning marketing strategist and global brand transformation leader with 25+ years of experience across financial services, fintech,
- [Kirti Naik (2023)](https://thefcs.org/speaker/kirti-naik-smc-2023) - Kirti serves as the Global Chief Marketing Officer at SMC Blockchain Org., a startup that develops tech to make the future of blockchain scalable, secured, reliable and efficient. Kirti has 24+ years and a wealth of experience from brands like BNY Mellon Wealth Management, Russell Investments, OppenheimerFunds, and Citibank. She is known for transforming and
- [Dennis Egen](https://thefcs.org/speaker/dennis-egen) - Dennis Egen is the Founder and President of Engine Room, a technology services firm specializing in the architecture, security, and performance of complex digital marketing platforms. Since launching Engine Room in 2014, Dennis has led initiatives for some of the world’s most respected brands—including JPMorgan Chase, Morgan Stanley, Barclays, and Lincoln Financial—helping them build secure,
- [Kathy Kavanaugh](https://thefcs.org/speaker/kathy-kavanaugh-2) - Kathy Kavanaugh is senior vice president, chief marketing officer, individual solutions & brand for Lincoln Financial Distributors Kavanaugh leads the distribution marketing strategy for Lincoln’s annuity, life insurance, MoneyGuard and small market retirement plan services businesses, as well as Lincoln Financial Network. She also oversees Lincoln’s brand, advertising, sponsorships and social media. Her organization capitalizes
- [Melissa Cavanaugh](https://thefcs.org/speaker/melissa-cavanaugh) - Melissa Cavanaugh is Head of Content Strategy at Morgan Stanley, where she is responsible for firmwide thought leadership. Prior to joining Morgan Stanley, she held senior roles in content strategy, thought leadership, and research at BNY, Deloitte, TIAA, and Booz Allen Hamilton. Melissa has shaped her career around developing content that engages audiences while driving
- [Keye Chang](https://thefcs.org/speaker/keye-chang-2) - Keye Chang is a Senior Compliance Officer at Invesco, based in Valparaiso, Fl. He has been with Invesco since 2006, bringing over 25 years of experience in financial services, compliance, and regulatory affairs. In his current role, Keye is responsible for communications compliance reviews, providing compliance training to Invesco colleagues, and offering guidance to both
- [Katherine Boylan](https://thefcs.org/speaker/katherine-boylan) - Katherine Boylan is Senior Vice President, Director of Integrated Marketing at Jennison Associates, which she joined in 2021.
- [Gregory Yates (2018)](https://thefcs.org/speaker/gregory-yates) - Gregory Yates is the Chief Marketing Officer for Institutional Investor, the world's foremost multi-platform convener of global institutional investors via memberships, industry benchmarks, journalism and capital placement. In his role, Greg is responsible for driving the transformation of Brand, Advertising, Communications and Technology on a global scale. Greg’s career began in music production at Electric
- [Mari Lee](https://thefcs.org/speaker/mari-lee) - Mari Lee is Senior Vice President - Data, Digital Global Marketing at Bank of America, which she joined in 2022.
- [Catherine Ostheimer](https://thefcs.org/speaker/catherine-ostheimer) - Catherine Ostheimer, Vice President of Marketing at Integreon, has over 25 years of global experience working in B2B marketing, communications, and brand strategy. She previously served in marketing leadership roles at legal technology companies CloudNine, DISCO and Epiq Global. Ostheimer has also held leadership positions at Ingersoll Rand (now Trane Technologies) and GE Capital. Throughout her
- [Nicole Huynh](https://thefcs.org/speaker/nicole-huynh) - Nicole Huynh is the Global Head of Client Marketing at BNY, where she is responsible for developing marketing strategies and campaigns to drive the growth of key client segments and geographic regions for the Bank. An experienced B2B and B2C marketer, Nicole has held global leadership positions at MSCI, Neuberger Berman, and J.P. Morgan Private
- [Gregory Yates](https://thefcs.org/speaker/gregory-yates-2) - Gregory Yates is Head of Marketing, Financial Services at Goldcast, where he leads go-to-market and experiential strategy. With over 25 years of experience, Gregory is an expert in emerging marketing technologies, narrative-led brand positioning, and experiential campaigns that drive engagement, perception, and growth. He has held leadership roles at Institutional Investor, InvestingChannel, and Fox Interactive
- [Lisa Barnhart](https://thefcs.org/speaker/lisa-barnhart) - Lisa Barnhart is the Executive Director of Financial Services at Dow Jones, where she leads a high-performing team of advertising sellers across the Midwest, West Coast, and New England regions. Lisa brings over 20 years of experience driving revenue growth through innovative, consultative approaches that foster deep, lasting client partnerships. Throughout her nearly 27-year tenure
- [Chad Tully](https://thefcs.org/speaker/chad-tully) - Chad Tully is the Chief Revenue Officer - Lifestyle at Dotdash Meredith, which he joined in 2023.
- [Reanna Gross](https://thefcs.org/speaker/reanna-gross) - Reanna Gross is the VP, Head of OnBrand, the in-house creative center of excellence for American Express. In this role, she is responsible for delivering exceptional creative, efficiently and at scale for the enterprise. This includes leading a team of strategy, creative, account and production leads across New York and Atlanta. Prior to this role,
- [Meredith England](https://thefcs.org/speaker/meredith-england) - Meredith England is Senior Vice President, Partnership Marketing Director, at Bank of America, which she joined in 2020.
- [Nira Headen](https://thefcs.org/speaker/nira-headen) - Nira Headen is a Senior Marketer, Sponsorship Marketing at Invesco QQQ, which she joined in 2023.
- [Jennifer Halloran](https://thefcs.org/speaker/jennifer-halloran-3) - Jennifer Halloran, CMO, Head of Marketing and Brand for MassMutual, believes that effective marketing has the power to unlock value and enhance growth. In her role with MassMutual, Ms. Halloran oversees all marketing functions and is responsible for brand and customer strategy, data and customer insights, and centralized marketing support. She also manages all advertising
- [Jennifer Halloran (2024)](https://thefcs.org/speaker/jennifer-halloran-2) - Jennifer Halloran, CMO, Head of Marketing and Brand for MassMutual®, believes that effective marketing has the power to unlock value and enhance growth. It’s a core principle that informs her award-winning strategy for building industry leading brands. In her role with MassMutual, Ms. Halloran oversees all marketing functions and is responsible for brand and customer
- [Angelica Favela](https://thefcs.org/speaker/angelica-favela) - Angelica Favela is the Senior Vice President and Head of Commercial Banking Marketing at Wells Fargo, where she has built a 32-year career leading marketing teams to drive complex, multi-year strategies for both retail consumers and wholesale clients. In addition to her professional accomplishments, Angelica is actively involved in her community, volunteering with Breakthrough T1D
- [Bianca Rodrigues](https://thefcs.org/speaker/bianca-rodrigues) - Bianca Rodrigues is Director, Digital Client Experience, Personalization, at Franklin Templeton, which she joined in 2023.
- [Di Sanborn](https://thefcs.org/speaker/di-sanborn) - Di Sanborn is the Head of Institutional, Developer & Base Marketing at Coinbase. She is a marketing professional with extensive experience in leading marketing strategies for global companies like BlackRock and Coinbase. Di has a background in journalism and has held various roles in marketing, institutional client segment, factor-based strategies, and global multi-asset strategies
- [Abby Domine](https://thefcs.org/speaker/abby-domine) - Abby Domine is the Chief Marketing Officer at Flourish, which she joined in 2021.
- [Angela Gholson](https://thefcs.org/speaker/angela-gholson) - Angela Gholson is Head of Wealth Management Marketing, at Northern Trust, which she joined in 2016.
- [Raakhee Mirchandani](https://thefcs.org/speaker/raakhee-mirchandani) - Raakhee Mirchandani is VP, Custom Programming and Anchor, The Trust at the Wall Street Journal, which she joined in 2019.
- [Tara Giuliano (2024)](https://thefcs.org/speaker/tara-giuliano-2) - Tara leads marketing for Nuveen. She is instrumental in effectively bringing Nuveen’s collective investment capabilities to our clients. Tara oversees a team that develops and executes on go to market plans aimed at acquiring, retaining and expanding client relationships while producing compelling investment stories that differentiate Nuveen from our competitors and address specific client needs.
- [Stephanie Lerdall](https://thefcs.org/speaker/stephanie-lerdall) - Stephanie Lerdall is Head of Corporate Communications at Morningstar, which she joined in 2018.
- [Julie Mullins](https://thefcs.org/speaker/julie-mullins) - Julie Mullins is Vice President of Marketing & Communications for Modern Treasury. She has a strong background in marketing and communications, with prior experience in renowned tech companies such as Slack, Fitbit, and Life360. Julie also has a history of building marketing and communications infrastructure in global organizations like LivePerson and Better Place. Julie has
- [Ben Stuart](https://thefcs.org/speaker/ben-stuart) - Ben Stuart has spent his career at the intersection of brands and change. A strong advocate for creative courage, he’s led marketing programs for some of the largest and strongest brands on the planet: Pepsi, MasterCard, Charles Schwab, Procter & Gamble, American Express and BNP Paribas. Ben Stuart has more than 20 years of experience
- [Catie Borzillo](https://thefcs.org/speaker/catie-borzillo) - Catie Borzillo is Head of Digital Strategy at Substance Strategy & Creative. Catie’s curiosity and empathy makes her a self-proclaimed people person. Her passion for content and the end user makes user experience and strategy a natural fit for her career. Catie has worked with a wide range of clients across retail, food and beverage,
- [Kelly Erb](https://thefcs.org/speaker/kelly-erb) - Kelly Erb is the Head of Content at Substance Strategy & Creative. She brings a wealth of experience to our team with over 30 years of developing strategic content and marketing for financial services organizations. Her career spans the industry, beginning at The Hartford (Planco) and later with SEI and Lincoln Financial Group. She served as
- [Ryann Bucher](https://thefcs.org/speaker/ryann-bucher) - As a Senior Advisor Marketing Consultant, Ryann works one-on-one with Janney’s Financial Advisors to develop strategies and create materials to help advisors connect with their client base and grow their business. Ryann’s first exposure to the financial services industry was serving as a public relations specialist at Gregory FCA, where she worked clients in a
- [Kristin Williamson](https://thefcs.org/speaker/kristin-williamson) - Kristin Williamson is Managing Director, Head of Private Assets Marketing, at MSCI.
- [Michael Kazanjian](https://thefcs.org/speaker/michael-kazanjian) - Michael Kazanjian is the Chief Marketing Officer at Fiduciary Exchange, LLC (FIDx), where he leads strategic initiatives and innovative platform development to help establish FIDx as the premier insurance technology and fintech solution for holistic retirement planning. Before joining FIDx, Kazanjian served as Vice President and Chief Marketing Officer at Prudential, and was a member
- [Lara Coleman](https://thefcs.org/speaker/lara-coleman) - Lara Coleman is the Senior Vice President of Advertising and Content Marketing for FS Investments. Her campaigns have received numerous accolades, including recognition from The Gramercy Institute and Investment Management Education Alliance. Previously, Ms. Coleman held roles in both campaign marketing and digital marketing at FS Investments. Prior to joining the firm, she served as
- [Matthew Alsted](https://thefcs.org/speaker/matthew-alsted) - As the head of marketing and communications at Sands Capital, Matt Alsted serves on the client relations leadership team and oversees functions, including portfolio specialists, editorial/thought leadership, integrated marketing, and marketing technology/operations and reporting. He is responsible for driving scale and efficiency across these functions by sponsoring business transformation initiatives that leverage technology and data
- [Allison Wolf](https://thefcs.org/speaker/allison-wolf) - Allison Wolf is the Invention+ Manager at Mindshare, which she joined in 2019.
- [Lilly Raymond](https://thefcs.org/speaker/lilly-raymond) - Lilly Raymond is a seasoned financial services marketing executive with over two decades of experience. At Prudential Financial, she leads the Marketing Technology, Creative, and Operations teams, focusing on the seamless integration of data, technology, and creative to create innovative, performance-driven customer experiences. Previously, Lilly held leadership roles at Bank of America, including SVP, Head
- [Sam Amiri](https://thefcs.org/speaker/sam-amiri) - With over 15 years of experience, Sam Amiri is a proven revenue-driving leader in the media and advertising technology space, recognized for his expertise in scaling companies, leading teams through acquisitions, and launching innovative products that disrupt the market. He has a strong track record of growing revenues from early-stage startups to multi-million-dollar entities, achieving
- [Clare Reed](https://thefcs.org/speaker/clare-reed) - Clare leads the Marketing effort at Easterly Asset Management, driving the organization’s marketing strategy and execution as well as sales enablement. Prior to joining Easterly, Clare was an Optimization and Governance lead at Franklin Templeton and spent nearly a decade with Manulife Investment Management building out the Marketing Operations function, a global, multi-vehicle collateral production
- [Jon Holding](https://thefcs.org/speaker/jon-holding-2) - Jon Holding is Head of Brand and Content for the Marketing team at Invesco. In this role, he is responsible for driving the definition, strategy, and expression of the Invesco brand as well as the development, management and quality of the stories and content that express our capabilities, products and themes in market. Mr. Holding
- [Jon Holding (2022)](https://thefcs.org/speaker/jon-holding) - Jon Holding is Head of Brand, Content & ETF Marketing, Invesco, US, which he joined in 2018.
- [Kristin Mommers](https://thefcs.org/speaker/kristin-mommers) - Kristin Mommers is Global Director of Strategy at Bloomberg Media, which she joined in 2022.
- [Franchesca Maddalena-Napp](https://thefcs.org/speaker/franchesca-maddalena-napp) - Franchesca Maddalena-Napp is the Head of Solutions Marketing at UBS with over 25 years of Financial Services experience. Franchesca previously led the Investment and Pension Solutions (IPS) marketing team at Prudential, where she was responsible for the Pension Risk Transfer, International Reinsurance, Medical Risk Transfer, Structured Settlements and Stable Value marketing strategy within Prudential. Previously
- [Michele Barlow](https://thefcs.org/speaker/michele-barlow-2) - Michele Barlow is Managing Director, Enterprise Marketing at Bank of America, responsible for all brand strategy across the corporation. She leads all creative strategy, development, and execution, as well as all media and local markets, global sponsorship, content, and owned channels marketing. She also leads the bank’s award-winning in-house advertising agency. Michele joined Bank
- [Michele Barlow (2019)](https://thefcs.org/speaker/michele-barlow) - Michele Barlow is Executive Vice President, Enterprise Marketing at Bank of America, which she joined in 2000.
- [Jen Shapiro](https://thefcs.org/speaker/jennifer-shapiro) - Jen Shapiro is Senior Director of Global Content at Visa. Jen is an award-winning global brand and content leader with over two decades of experience in building and growing iconic brands, including BlackRock, Anheuser-Busch, Pepsi, Canon, the NFL, Macy’s, the National Park Foundation, and General Electric. Jen has extensive expertise in utilizing data and insights
- [Lou Paskalis](https://thefcs.org/speaker/lou-paskalis-2) - Lou Paskalis stands at the forefront of marketing innovation and media integrity, currently serving dual roles as Senior Strategic Advisor at Chalice Custom Algorithms and Chief Strategy Officer at Ad Fontes Media. In these positions, he focuses on brand strategy and expanding news advertising opportunities for marketers seeking high-value audiences. During his tenure as Senior
- [Miriam Raisner](https://thefcs.org/speaker/miriam-raisner) - Miriam Raisner, Director, is Global Head of iShares Brand, and Head of Individual Investor Marketing in the US. She leads oversight on all aspects of the iShares brand globally, including brand strategy, creative activation, and brand health reporting. In the US, she drives the retail investor marketing strategy and activation across brand and products. Prior to
- [Mark Abraham](https://thefcs.org/speaker/mark-abraham) - Mark is a Senior Partner at BCG and the founder of the firm’s Personalization business, which he has built into a global team of thousands of agile marketers, data scientists, engineers, and martech experts. Mark’s passion is bringing together disparate capabilities across different parts of an organization to drive innovation and results. It is how
- [David Edelman](https://thefcs.org/speaker/dave-edelman) - David Edelman is a Senior Advisor at The Boston Consulting Group, Inc. He is the co-author of “Personalized: Customer Strategy in the Age of AI,” a bestselling book published by Harvard Business Press, as well as seven articles in Harvard Business Review on Marketing, Technology, and Customer Experience. David is actively involved in the Marketing,
- [Rob Pfeiffer](https://thefcs.org/speaker/rob-pfeiffer-2) - Rob Pfeiffer is VP, Sales at FOX Business, which he joined in 2020. He also serves on the FCS Board of Directors.
- [Jennifer Ball](https://thefcs.org/speaker/jennifer-ball) - Jennifer Ball is the Global CMO for Franklin Templeton Investments, based in New York, New York. Her team contributes to Franklin Templeton's position as “trusted partner for what’s ahead” through a data-driven marketing strategy. Accountable for brand, advertising & sponsorships, client marketing, product marketing, digital experience and analytics, the Marketing team runs integrated, customized campaigns
- [Paul Halpern](https://thefcs.org/speaker/paul-halpern) - Paul Halpern is the Chief Marketing Officer of JP Morgan Wealth. He works closely with Online/Mobile and Digital Banking, on the development of the Firm’s banking products and digital solutions and teams with Financial Advisors to help them better engage with clients to offer the full range of wealth management services. Paul joined Morgan Stanley
- [Michael Roberts](https://thefcs.org/speaker/michael-roberts) - Michael Roberts is MetLife’s chief marketing and communications officer and a member of the company's Executive Leadership Team. In this role, Roberts leads Global Marketing and Communications with responsibility for the development and execution of marketing and communications strategies and customer experiences that deliver material and measurable impact for MetLife’s key stakeholders: associates, communities, customers
- [Michael Bieselin](https://thefcs.org/speaker/michael-bieselin-2) - In 2024, Michael Bieselin was appointed Chief Marketing Officer, Retirement Solutions, at TIAA, which he had joined in 2019.
- [Michael Bieselin (2022)](https://thefcs.org/speaker/michael-bieselin) - Mike Bieselin is the Chief Marketing Strategy & Operations Officer at TIAA, which he joined in 2016.
- [David Pereira](https://thefcs.org/speaker/david-pereira) - David Pereira is Vice President, Client Digital Experience & Marketing, at Ameriprise Financial, which hee joined in 2023.
- [Kevin Windorf](https://thefcs.org/speaker/kevin-windorf-2025) - Kevin Windorf was appointed CEO of the Financial Communications Society in 2015, after previously serving as its President since 2009. He was elected to the FCS Board of Directors in 2005. Kevin joined 2112 Communications in 2023 as CMO North America, based in the agency’s New York office. Before transitioning to the agency phase of
- [Kelly Furia](https://thefcs.org/speaker/kelly-furia) - Kelly Furia, Global Head of Marketing and Experience at DLL, is a dynamic leader with a passion for building brands and creating omnichannel experiences while fostering high-performing teams and cultures. Since 2020, Furia has revolutionized the marketing function at DLL by embedding a profound customer obsession within the organization. She has spearheaded initiatives that prioritize
- [Jerry Lezynski](https://thefcs.org/speaker/jerry-lezynski) - Jerry Lezynski leads the marketing and communications team responsible for strategic planning, direction and implementation of marketing and communication programs to drive brand awareness, recognition and adoption of products and services among Osaic’s financial advisors (formerly Lincoln Financial Network). Jerry has extensive experience in financial services creating brand identity programs and developing business-to-business marketing programs
- [Jeff Coghan](https://thefcs.org/speaker/jeff-coghan-2) - Jeff Coghan is a seasoned marketing executive with over two decades of experience in the financial services industry. Currently, he leads the Digital Marketing Team at Hartford Funds, where he has been instrumental in enhancing the company's brand presence through strategic PR and advertising initiatives. Since joining Hartford Funds in 2013, Jeffrey has overseen the
- [Jeff Coghan (2023)](https://thefcs.org/speaker/jeff-coghan) - Jeff Coghan is Senior Vice President of Digital Marketing at Hartford Funds. His team has responsibility for managing the digital footprint of Hartford funds across Advertising, Social Media, and Public Relations. In addition, the team manages all aspects of the Martec stack, including websites, marketing automation, and document logistics. Jeff started with Hartford Funds in
- [Kishore Kothandaraman](https://thefcs.org/speaker/kishore-kothandaraman) - Kishore Kothandaraman is the Co-founder and COO of Goldcast, a B2B Video Content Platform trusted by 400+ leading brands to drive client engagement through events and video content. Drawing inspiration from iconic brands like Nike, Apple, and Salesforce, Kishore believes in the power of marketing to create transformative movements. A passionate advocate for the start-up
- [Jennifer Grazel](https://thefcs.org/speaker/jennifer-grazel) - Jennifer Grazel currently serves as Managing Director and Global Chief Marketing Officer leading Brand, Business Marketing, Digital Customer Experience, along with Conference and Events at RBC Capital Markets globally. She sits on RBC’s Brand, Marketing, Citizenship and Communications’ Operating Committee along with RBC US Foundation Board. She joined RBCCM from LinkedIn where she was Global
- [Brad Smith](https://thefcs.org/speaker/brad-smith) - Brad Smith is an anchor at Yahoo Finance, covering equity markets and general business news. He is the host of Wealth! and co-host of Morning Brief on Yahoo Finance. Formerly he was an anchor at Cheddar, reporting from the New York Stock Exchange. His live reporting has spanned the Opening and Closing Bell, as well
- [Jennifer Grazel (2019)](https://thefcs.org/speaker/jennifer-grazel-rubio) - Jennifer Grazel currently serves as Managing Director and Chief Marketing Officer leading U.S. Brand, Business Marketing and Philanthropy at RBC Capital Markets. She sits on RBC’s US Foundation Board along with US Regional Operating Committee. She joined RBCCM from LinkedIn where she was Global Director of Vertical Marketing for LMS business where she oversaw global
- [Dara Marshall](https://thefcs.org/speaker/dara-marshall) - Dara joined JPMorgan Chase as a Managing Director in 2022, leading the JPMorgan Chase & Co. corporate brand. In this role, she is responsible for the brand vision and advertising and marketing efforts across Corporate Impact, Corporate Responsibility, DEI, and Employer Brand globally. Her unique expertise as an Integrated Marketer propels her to confidently navigate
- [Alexander Ngo](https://thefcs.org/speaker/alexander-ngo-2) - Alexander Ngo is Executive Vice President and Chief Marketing Officer for Chubb Insurance in North America. Chubb is one of the world's largest publicly traded property & casualty insurance company, serving consumers & companies of all sizes. At Chubb, Alex is responsible for the firm’s marketing and communication for the North American region. Which includes
- [Alexander Ngo (2018)](https://thefcs.org/speaker/alexander-ngo) - Alexander Ngo is the head of global digital marketing for BNY Mellon investment services. He leads an international team responsible for digital channels, lead generation, SEO/SEM, marketing automation, paid media, user experience and marketing analytics. His team plays a critical part in improving the prospect and client experience to enable growth in an ever-evolving digitally
- [Jon Tuck](https://thefcs.org/speaker/jon-tuck) - Jon Tuck is President of Publicis Sports, which he joined in 2023. Over two decades of experience in high profile roles leading teams and building businesses across sports media and sports rights holder businesses. Has worked with major Fortune 500 to build impactful sponsorships that break through the clutter to connect with passionate fans, achieve
- [Kevin Howard](https://thefcs.org/speaker/kevin-howard-2) - Kevin Howard is the leader of digital marketing strategy and innovation at the top digital financial services company, Ally, bringing forward thinking to solve complex marketing challenges now and for the future as the advertising landscape evolves. With over 25 years of experience, he is well versed in data, adtech/martech, and organizational structure with an
- [Kevin Howard (2019)](https://thefcs.org/speaker/kevin-howard) - Kevin Howard is the Senior Director of Digital Marketing for Ally Financial and is tasked with leading the overall digital marketing strategy leveraging the “One Ally” philosophy. Kevin joined Ally in 2011 with the mission to lead the firm to the cutting edge of digital sophistication through a combination of data, targeting, and personalization across
- [Cheryl Casone](https://thefcs.org/speaker/cheryl-casone) - Cheryl Casone joined FOX Business Network (FBN) as an anchor in September 2007. She's the host of "American Dream Home" on FOX Nation. Casone is also a financial contributor on FOX News Channel (FNC) where she provides weekly job reports. Previously, Casone served as a co-host of FBN:AM (weekdays 5 AM/ET). Casone has multiple years
- [Louise Story](https://thefcs.org/speaker/louise-story) - Louise Story is a media leader with a track record of helping news companies grow and a journalist with a passion for great storytelling and incisive reporting that impacts the world. She is an expert on the future of the news business (which she teaches and consults on), race and money in America (the topic of
- [Julian Ahye](https://thefcs.org/speaker/julian-ahye) - Julian Ahye is Head of Brand Partnerships at The Athletic. In this role, Julian leads the Sales and Partnerships Teams at The Athletic focused on building advertising and brand collaborations. A strong leader of people and teams, Julian is helping bring the best of The New York Times to The Athletic, transforming how it thinks
- [Michelle Lynn](https://thefcs.org/speaker/michelle-lynn) - Michelle Lynn joined Bloomberg as Head of Global Data Science and Insight for the media organization. In this role, she oversees a team responsible for understanding and activating Bloomberg's audience. Michelle also leads the development of BloombergAiQ, Bloomberg's proprietary audience and content platform for insights and activation. Prior to that, Michelle was the Chief Insight
- [Elaine Villas-Obusan](https://thefcs.org/speaker/elaine-villas-obusan) - Elaine Villas-Obusan is Senior Vice President and Head of Retail Marketing at Amundi US. She is responsible for driving the Retail Marketing activities in the Americas and for the US platform Retail Export plan in Europe and Asia. She also oversees the development of comprehensive and compelling marketing materials, and promotional campaigns to enhance the
- [Arjun Sekhar](https://thefcs.org/speaker/arjun-sekhar) - As Principal Industry Strategist for Financial Services at Adobe, Arjun Sekhar helps shape and coordinate Adobe’s go-to-market for the global financial services vertical as well as works with Adobe’s largest financial services clients to help them understand and develop best-in-class digital marketing strategies across our cloud products. Prior to joining Adobe, Arjun spent more than
- [Sam Chotiner](https://thefcs.org/speaker/sam-chotiner) - Sam Chotiner is the Head of Strategic Accounts at Code and Theory, a technology-led creative and transformation agency. He is responsible for the team that leads the agency's major client relationships. Prior to joining Code and Theory, he was EVP, Executive Strategy Director at McCann where he led strategy on an eclectic range of global
- [Sherry Graziano](https://thefcs.org/speaker/sherry-graziano) - Sherry Graziano is head of digital, client experience, and marketing for Truist, responsible for creating shareholder value through brand awareness and consideration, client growth and engagement, and digital adoption for the company’s more than 15 million clients. Her team’s mission is to deliver seamless, personalized, and empowered client and teammate experiences that attract and strengthen
- [Becca Weigman](https://thefcs.org/speaker/becca-weigman) - Becca Weigman is the marketing lead for Accenture Song North America and brings extensive agency experience, ranging from work in retail, banking, health, and so forth, along with dynamic energy to her clients. Prior to joining Accenture, she was the owner and CEO of TM Advertising, the first and only woman-owned full service advertising agency
- [Andrea Brimmer](https://thefcs.org/speaker/andrea-brimmer-2024) - Andrea Brimmer is the chief marketing and PR officer of Ally Financial and is responsible for leading all aspects of the company’s integrated marketing and brand transformation, driving unprecedented growth and disruptive consumer engagement. Brimmer joined the company in 2006 and spearheaded the creation and launch of the Ally brand in 2009. Since becoming CMO
- [Andrea Brimmer (2019)](https://thefcs.org/speaker/andrea-brimmer) - Andrea Brimmer is the Chief Marketing and PR Officer for Ally Financial, which she joined in 2008.
- [John McDonald](https://thefcs.org/speaker/john-mcdonald) - John McDonald is the group chief marketing officer at UBS. In addition to his role as CMO, John serves as the head of brand management and chairs the UBS marketing management forum. Previously, John held leadership roles at Mastercard, United Airlines and British Airways where he was responsible for global brand strategy, design, advertising and
- [Tom Clifford](https://thefcs.org/speaker/tom-clifford) - Tom Clifford is currently the Associate Director, Sponsorship Marketing at Invesco US. Tom joined Invesco in January 2020 and in his role, is responsible for leading sponsorship marketing, experiential marketing, live events, and brand experiences for Invesco US. Tom manages brand partnerships for Invesco, including the brand’s NCAA corporate partnership, collegiate athletic partnerships, MLB partnerships,
- [Jennifer Halloran (2018)](https://thefcs.org/speaker/jennifer-halloran) - Jennifer Halloran joined MassMutual in 2016 as the Head of Brand, Advertising, Community Responsibility and Customer Acquisition programs. 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
- [Kristin Ganong](https://thefcs.org/speaker/kristin-ganong) - Kristin Ganong serves as the Chief Marketing Officer at Russell Investments, where she leads the firm's global marketing teams. She joined the firm in 2024, bringing extensive leadership experience in innovative business, marketing, and digital strategies. Kristin also serves on the Executive Committee. Prior to joining Russell Investments, Kristin was responsible for creating a more personalized,
- [Andre Sasso](https://thefcs.org/speaker/andre-sasso) - Andre Sasso serves as a Senior Director of SOCi’s Global Financial Services division, where he strategically drives business initiatives and local marketing impact across the banking, wealth management, and insurance sectors in North America. Prior to his role at SOCi, Andre spent four years at Seismic Software, partnering with asset management teams to refine their
- [Patrick McLean](https://thefcs.org/speaker/patrick-mclean-2) - Patrick McLean is a respected senior marketing & digital executive with 25+ years of experience across multiple industries with some of the largest and successful brands in the world. He has driven transformational results throughout his career and helped companies navigate significant change. He is currently an advisor, investor and independent marketing consultant. His background
- [Patrick McLean (2017)](https://thefcs.org/speaker/patrick-mclean) - Patrick McLean is Executive Vice-President and Chief Marketing Officer at TD Bank – America's Most Convenient Bank based in Mount Laurel, NJ. In this role, he oversees brand marketing, corporate and public affairs and integrated marketing efforts in the US. He drives the company's corporate positioning, marketing campaigns, public relations, social media and field and
- [Dan Pincus](https://thefcs.org/speaker/daniel-pincus) - Dan Pincus is currently the Assistant Vice President of Sponsorships and Promotions for MetLife. Since September 2011, Dan has been accountable for leading global partnership marketing and the team responsible for activating promotions to create energy and enthusiasm for the MetLife brand. In his position, Dan manages several of MetLife’s most important brand assets including
- [Tristen Norman](https://thefcs.org/speaker/tristen-norman) - Tristen Norman is an experienced strategic creative lead at Getty Images, managing a team of visual researchers and curators focused on both identifying and influencing the creation of powerful, resonant and innovative visual content for the wider advertising and marketing industry. A passionate advocate for elevating underrepresented voices within creative spaces and the wider advertising
- [Joe Ciolli](https://thefcs.org/speaker/joe-ciolli) - Joe Ciolli is Executive Editor, Business at Business Insider, which he joined in 2017.
- [Francesco Lagutaine](https://thefcs.org/speaker/francesco-lagutaine-2024) - Francesco Lagutaine is the Chief Marketing Officer at USAA, which he joined in 2024.
- [Adam Tremblay (Kantar)](https://thefcs.org/speaker/adam-tremblay) - Adam Tremblay is a Partner with Kantar’s Consulting Division where he works with clients to create and deliver strategic solutions to critical brand and business issues. He also leads the ROI practice. He has worked extensively with leading clients across a range of engagements, including growth strategy, brand valuation, brand purpose, portfolio strategy, brand and
- [Claire Burns (2017)](https://thefcs.org/speaker/claire-burns) - Claire Burns is Senior Vice President and Chief Customer Officer for MetLife, a Fortune 50 company providing insurance and employee benefits to over 100 million customers in 45 countries. A recognized leader in insurance and financial services, Claire has spent 20+ years leading strategy and transformation efforts at U.S. and global companies including AIG, Lincoln
- [Claire Burns](https://thefcs.org/speaker/claire-burns-2) - Claire Burns is the Executive Vice President, Chief Marketing and Communications Officer at The Hartford, which she joined in 2021.
- [Lindsey Schwartz](https://thefcs.org/speaker/lindsey-schwartz) - Lindsey Schwartz is an associate partner in Prophet’s New York Office. Lindsey has extensive experience working with leading Financial Services clients across insurance, banking, and asset management as they transform to become more customer-centric. She has led teams to solve problems across brand strategy, brand portfolio & architecture, value proposition, messaging, demand generation, content strategy,
- [Adam Tremblay](https://thefcs.org/speaker/adam-tremblay-2) - Adam Tremblay is a partner and co-lead of the brand building practice in Prophet’s New York office. Adam specializes in growth strategy by helping clients identify and unlock new sources of value, balancing human realities and commercial ambition, bridging corporate and brand strategy. Adam applies a multi-disciplinary approach and taps into his background in financial
- [Francesco Lagutaine (jan 2024)](https://thefcs.org/speaker/francesco-lagutaine) - Francesco Lagutaine is a Senior Executive Vice President and Chief Marketing and Communications Officer with M&T Bank. In this role, Lagutaine leads all aspects of marketing and communications, a vital component of M&T’s customer-centric approach. His teams help the company learn more about its customers, entice them to join M&T and tell the stories that
- [Christopher Konowitz](https://thefcs.org/speaker/chris-konowitz) - Chris Konowitz is a member of the FCS Board of Directors and the FCS YMC Steering Committee. He currently holds the position of Executive Sales Director, Finance at Hearst Magazines in New York City. With a decade-long career centered around finance within the media realm, Chris's career has encompassed roles at the Department of Defense,
- [Julius Roberge](https://thefcs.org/speaker/julius-roberge) - Julius Roberge is a partner in strategy with expertise in naming, based in Lippincott’s New York office. He is a strategic and creative problem solver with a passion for understanding what motivates people and organizations. With 20+ years of B2B and B2C experience in brand consulting, advertising, packaging and digital, Julius knows how the power
- [Javier Martin](https://thefcs.org/speaker/javier-martin) - Javier Martin is a strategic global brand and marketing leader with extensive experience across consumer goods, technology, and fintech sectors (B2C, B2B, SaaS). Most recently, as Global Brand Development Director at Intuit, he led the global strategy, communication, and governance for the multibillion-dollar QuickBooks brand, driving both revenue and customer growth. Through his leadership, QuickBooks
- [Cheryl Gilberg](https://thefcs.org/speaker/cheryl-gilberg-2024) - Cheryl Gilberg is the Chief Marketing Officer at Mizuho Americas, a position she has held since joining the company in 2015. In her role, Cheryl is responsible for directing the brand strategy, media relations, digital marketing, social media, internal communications, creative services, conferences, and events for Mizuho Americas. She played a key role in introducing
- [Cheryl Gilberg (2023)](https://thefcs.org/speaker/cheryl-gilberg) - Cheryl Gilberg is the Chief Marketing Officer at Mizuho Americas, which she joined in 2015.
- [Nikki Darden](https://thefcs.org/speaker/nikki-darden-2) - Nikki Darden is the Chief Marketing Officer for Employee Experience at JPMorgan Chase, which she joined in January of 2024.
- [Andrea Saporito](https://thefcs.org/speaker/andrea-saporito) - Andrea Saporito is Head of Digital Marketing for Wealth Management at Morgan Stanley. She is responsible for defining the vision and setting the agenda for the digital platforms and channels used to drive client acquisition and deepen engagement for E*TRADE and the Morgan Stanley Financial Advisor businesses. Andrea has held roles at American Express in
- [Steve Sachs](https://thefcs.org/speaker/steve-sachs) - Bringing over 20 years of business and leadership experience at both for-profit and non-profit digital media companies and brands across the US, Steve Sachs is Managing Director of The Guardian US. In this role, Steve leads the Guardian's US business, including its strategic direction and overall growth. Steve previously was a member of the leadership
- [Alison Susko](https://thefcs.org/speaker/alison-susko) - Alison Susko is VP of Community and Partnerships at Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey. Alison has been working in the financial technology industry for over 15 years specializing in Account Management, Marketing and Partnership Development/Growth. Before joining Asset-Map in 2018, she worked
- [Kathryn Amrhein](https://thefcs.org/speaker/kathryn-amrhein) - Kathryn Amrhein is Vice President, Head of Marketing Infrastructure and Technology on the Sales Marketing team, responsible for digital marketing assets, strategy and technology. Prior to joining Hamilton Lane in 2018, Kathryn worked in non-profits and higher education, including Temple University and St. Joseph’s University, serving in marketing and advancement roles. Kathryn received a M.A.
- [Amy Lee](https://thefcs.org/speaker/amy-lee) - Based in New York, Amy Lee leads Storyful’s Intelligence team. In previous roles, she has worked to help brands operationalize their content strategy and build thought leadership platforms for clients including Bloomberg, JP Morgan Chase, ASUS, and others. At Storyful, she has helped clients including Deloitte, Google and others to develop measurement frameworks, mitigate and
- [Chris Wilcox](https://thefcs.org/speaker/chris-wilcox) - Chris Wilcox is an accomplished leader with a comprehensive digital marketing management background encompassing areas such as strategic planning, business development, analytics, experimentation, and UX strategy. He is recognized as a subject matter expert with an expansive knowledge of B2B and B2C marketing program implementation and UX/UI strategy execution.
- [Craig Elimeliah](https://thefcs.org/speaker/craig-elimeliah) - Craig Elimeliah is the Chief Creative Officer at Code and Theory. He isa highly decorated creative leader with a proven track record of success guiding multidisciplinary teams to tackle complex challenges through technology, creativity and innovation. Throughout his career, Elimeliah has championed the transformative power of creativity to drive business results. Most recently, Elimeliah was
- [Jaime Punishill](https://thefcs.org/speaker/jaime-punishill) - Jaime Punishill joined MetLife in November 2023 and is Head of Customer Experience, Corporate Marketing and Marketing Operations, responsible for MetLife’s Brand, Events, Sponsorships, Enterprise Marketing, Activation, CX, Channels, and Marketing Operations teams. In this role, he will help drive the marketing transformation begun two years ago by deepening and extending global marketing’s specialized capabilities
- [Justin Garrett](https://thefcs.org/speaker/justin-garrett) - Justin Garrett is the Global Head of Brand & Digital Marketing of Broadridge, a global B2B Fintech leader that powers investing, governance, and communications for the financial services industry. In this newly created role, he is leading and integrating brand strategy and management, creative design, and digital channels and marketing. Justin joined Broadridge from Accenture Interactive,
- [Andrew DeCaro](https://thefcs.org/speaker/andrew-decaro) - Andrew DeCaro is the Director of Advertising at Grayscale, the world's largest crypto asset manager. He joined Grayscale after roles at top agencies in New York, including Vested, Oberland, Forsman & Bodenfors, and Ogilvy. His past clients include IKEA, American Express, Allstate, Hyatt, The Nature Conservancy, and LVMH. Andrew holds two degrees from American University
- [Nikki Darden (2020)](https://thefcs.org/speaker/nikki-darden) - Nikki Darden is Head of Global Marketing Integration for Citi’s Global Consumer Bank. In this role, she is responsible for ensuring that Citi’s consumer brand experience is consistent across global markets. She works with teams around the world to drive strategic and brand execution alignment across consumer-facing initiatives. Nikki also leads many of Citi’s multicultural
- [Keith Cowart](https://thefcs.org/speaker/keith-cowart) - Keith Cowart is the Global Market Owner for Automated Finance at FIS which features a suite of Receivables Automation, Payables Automation, and Revenue Optimization solutions that modernize the office of the CFO. He has over 25 years of professional experience in various accounting and finance leadership roles including Accounts Payable, G/L Accounting, and Credit and
- [Kai Tier](https://thefcs.org/speaker/kai-tier) - As VP, Executive Director, Creative Technology Kai leads R/GA’s technology team in the Americas and partners with marketing and technology clients to deliver solutions that drive innovation, inspire progress and improve people’s lives. The tech team at R/GA seeks to help marketing and technology clients navigate their dual remit of scaling and operationalizing mature technologies
- [David Pianin](https://thefcs.org/speaker/david-pianin) - As a leader in Lippincott's Marketing and Customer Strategy practice, David helps companies grow by building brands that connect with customers' hearts and minds. Passionate about creating real-world impact that goes beyond glossy slides, David focuses on using uncensored insight to help brands build differentiated value propositions, inspiring forms of expression, and effective growth strategies.
- [Chris Ciompi](https://thefcs.org/speaker/chris-ciompi) - Chris Ciompi is a senior partner in Lippincott’s Marketing and Customer Strategy practice. He has over 20 years of experience in marketing and communications, with more than 10 years at the executive level. Prior to joining Lippincott, he was the CMO at Euromoney Institutional Investor, while it was a member of the FTSE 250, and the VP of Integrated Marketing
- [Jared Trexler](https://thefcs.org/speaker/jared-trexler) - Jared Trexler serves as a senior vice president and chief marketing and strategy officer at The American College of Financial Services – the profession’s largest education and training institution serving financial professionals. In this role, he leads branding, strategic and executive communications, digital media, events, and demand generation efforts, as well as overseeing the growth
- [Melissa Brandt](https://thefcs.org/speaker/melissa-brandt) - Melissa Brandt serves as Vice President of Annuity and Investment Management Marketing at Lincoln Financial Group. In this role, Melissa leads a cross-functional team that’s focused on driving brand recognition and affinity, and developing the short and long-term strategy that powers the growth of Lincoln’s broad Annuity offering. She’s led the go-to-market strategies of many
- [Vicki Lester](https://thefcs.org/speaker/vicki-lester) - Vicki Lester is head of Segment Marketing, Consulting & Development at Columbia Threadneedle Investments. She is focused on building and deepening client relationships through differentiated marketing and value add programs. As a champion of intermediary and institutional client and consultant needs, she is responsible for a team that executes channel and event marketing, advisor consulting
- [Greg Corrado](https://thefcs.org/speaker/greg-corrado) - Greg Corrado is Head of Global Digital Marketing at Wellington Management.
- [Jeff Wilson](https://thefcs.org/speaker/jeff-wilson-2) - Jeff Wilson is senior vice president, marketing at Citizens (NYSE: CFG), a leading financial services company with $220 billion in assets, 18,000 employees and 1,000 offices. Jeff is a member of the commercial management team and leads marketing strategy to effectively meet the needs of small, mid-size and large companies and private equity firms. This
- [Lananh Nguyen](https://thefcs.org/speaker/lananh-nguyen) - Lananh Nguyen is the U.S. finance editor at Reuters in New York, leading coverage of U.S. banks. She joined Reuters in 2022 after reporting on Wall Street at The New York Times. Lananh spent more than a decade at Bloomberg News in New York and London, where she wrote extensively about banking and financial markets,
- [Cory McCruden](https://thefcs.org/speaker/cory-mccruden-2) - Cory McCruden is responsible for sales, marketing and distribution wealth management services at Ernst & Young LLP and is a pre-eminent thought leader and strategic advisor to CEOs and boards. With more than 20 years of industry experience, she is known for her innovation and unique takes on exponential growth strategies, digital marketing and technology.
- [Matthew Heath](https://thefcs.org/speaker/matthew-heath) - Matthew Heath is currently Chief Marketing Officer for the Americas and EMEA. He joined Invesco in 2018 with a focus on EMEA, before expanding his responsibilities to the Americas early in 2023. His responsibilities include all marketing strategy/execution, as well as distribution data and insight, and marketing technology platforms. Matthew’s background is in marketing services
- [Frank Dudley](https://thefcs.org/speaker/frank-dudley-2) - Frank Dudley is a professor at Northwestern University (ranked #1 for Marketing in the U.S.) where he teaches courses in Modern Marketing Management, Marketing Strategy, Digital Marketing, Media and Innovation and Influencer Marketing. Frank is also President of the Financial Marketing Institute (FMI), which currently conducts the most comprehensive research on digital marketing and media
- [Ash Ahmad](https://thefcs.org/speaker/ash-ahmad) - Ash Ahmad is Lead Consultant, Digital Content Marketing, for Financial Marketing Institute.
- [Jeff Wilson (2017)](https://thefcs.org/speaker/jeff-wilson) - Jeff Wilson is an officer and vice president, external marketing and communications at Fannie Mae, a $3 trillion financial services institution that owns or guarantees ~30%of U.S. residential mortgages. Based in Washington, D.C., Jeff leads a team of 40+ communicators responsible for corporate brand marketing, advertising, PR, media relations, financial communications, digital and direct marketing,
- [Deva Bronson](https://thefcs.org/speaker/deva-bronson) - As Executive Vice President, Head of Media Responsibility, Deva formally brings the Global Brand Assurance Discipline (Brand Safety/Suitability, Sustainable Media, Privacy Compliance, supporting Responsible Journalism) and Economic Empowerment Discipline (Diverse Media Strategy & Investment) together, to focus on helping dentsu’s clients to achieve Media Responsibility goals while still performing against business KPIs. Deva partners closely
- [Lou Paskalis (2017)](https://thefcs.org/speaker/lou-paskalis) - SPEAKER BIO: Lou Paskalis is the Senior Vice President, Enterprise Media Planning, Investment and Measurement Executive, for Bank of America. He is responsible for leading a team of communications professionals in developing and implementing comprehensive media strategies to drive enterprise business objectives. Lou oversees media strategy and investment across traditional, digital and social channels with
- [Sid Ratna](https://thefcs.org/speaker/sid-ratna) - Sid Ratna is the Chief Marketing Officer for Financial Advisor Services at Vanguard. He joined Vanguard in 2021. In his current role he partners with the FAS business to grow and maintain market share, improve brand perception, and be the advisor to the advisor. Sid's passion lies in creating delightful experiences for clients, empowering his
- [Kyla Kappers](https://thefcs.org/speaker/kyla-kappers) - Kyla Kappers is a seasoned leader who spearheads CRM Strategy and Program development at Ally. Her role encompasses supporting the enterprise and all lines of business in the ideation, design, and execution of customer-focused marketing campaigns. By leveraging her deep understanding of customer behavior and preferences, she ensures that every campaign is tailored to deliver
- [Chrissy Quintana](https://thefcs.org/speaker/chrissy-quintana) - Chrissy Quintana is a seasoned professional with over 15 years of experience in Advanced Analytics and Personalization. She recently joined Vanguard as the Director of Client Experience Personalization in the Chief Data and Analytics Office. With a passion for leveraging data-driven insights and advanced analytics to drive engagement and deliver personalized experiences, Chrissy has supported
- [Kerrie Cohen](https://thefcs.org/speaker/kerrie-cohen) - Kerrie Cohen is a Managing Director and Global Head of Communications and Marketing at Warburg Pincus LLC. Previously, she was a Managing Director and Head of Corporate Communications for Barclays International. Before joining Barclays, Kerrie served as Global Head of Corporate Communications for Lehman Brothers. Throughout her career, Kerrie has provided strategic communications counsel and
- [Wendeline Dill](https://thefcs.org/speaker/wendeline-dill-2024) - Wendeline Dill is the Head of Advisor & Field Marketing at J.P. Morgan Wealth Management. Known for her deep understanding of Advisors, Wendy directs a multi-functional team of 12+ professionals who create and execute sales and marketing initiatives for 1,450+ Advisors and 100+ Specialists nationwide, in the ultra-high and high-net-worth channels. Her mantra, “We serve
- [Meredith Lloyd Rice](https://thefcs.org/speaker/meredith-lloyd-rice) - Meredith Lloyd Rice is Vice President of Cogent Syndicated, a division of Escalent. Meredith leads the firm’s syndicated research and evidence-based consulting focused on the financial advisor market and is the lead author of the Advisor Brandscape® report. She has 20 years experience managing research initiatives in the wealth management industry and has explored a
- [Alex Craddock](https://thefcs.org/speaker/alex-craddock-2024) - Alexander Craddock, Managing Director, Chief Marketing and Content Officer, leads Citigroup’s Global Marketing and Content organization. He is responsible for developing and executing Citi’s marketing and content strategy to grow Citi’s five businesses and build preference for the Citi brand. Prior to joining Citi, Alex was Global Chief Marketing Officer at BlackRock, responsible for developing
- [Alex Craddock (2018)](https://thefcs.org/speaker/alex-craddock) - Alex leads BlackRock’s global marketing function and is responsible for developing and executing a global marketing strategy that supports the commercial growth ambitions of the firm,builds BlackRock’s corporate brand reputation and strengthens the BlackRock, iShares and Aladdin brands with our clients. Since rejoining BlackRock in 2018, Alex has been Global CMO of BlackRock’s ETF and
- [Davis Ward](https://thefcs.org/speaker/davis-ward) - Davis Ward is an executive leader with two decades of experience driving profitable growth through customer-focused strategies. He is currently the Chief Marketing Officer at Zinnia, a life insurance and annuity technology solution provider. He has experience driving business results across a variety of industries, with concentrations on SaaS, fintech/insurtech, life insurance & annuities, financial
- [Marisa Mulvihill](https://thefcs.org/speaker/marisa-mulvihill) - Marisa Mulvihill leads Prophet’s global Brand Building practice and has over 20 years of strategy consulting experience with a focus on integrating insights and business goals to build strong, global brands, experiences and marketing programs.
- [Zara Mirza](https://thefcs.org/speaker/zara-mirza) - Zara is a visionary marketing leader, with a proven track record of transforming how brands go to market and building high performing, diverse global teams. She is currently the Chief Brand Officer at TIAA, leading brand strategy, brand marketing, creative and corporate social responsibility teams for TIAA and Nuveen. She previously held senior brand and
- [Kaydee Marcinek](https://thefcs.org/speaker/kaydee-marcinek) - Kaydee Marcinek is a global marketing executive with a proven track record of driving brand strategies that yield measurable impact and outstanding business results. She is the Chief Marketing Officer at FM, a leading commercial property insurer, where she recently led a global rebrand for the organization. Previously she has held senior marketing positions at
- [Greg Licciardi](https://thefcs.org/speaker/greg-licciardi) - Greg Licciardi received his MBA from Fordham University and his undergraduate degree from Rutgers University. He is an Adjunct Professor at Fordham and Seton Hall universities, teaching Marketing and Business Strategy. He also serves as Vice President of Partnerships at Worth Media Group, where he consults with leading brands on how to best engage with
- [Brian Cash](https://thefcs.org/speaker/brian-cash) - Brian Cash has been an Adjunct Professor, Fordham University, Gabelli School of Business, since 2020. He teaches first-year required core curriculum, including Introduction to Business and Business Disciplines and Career Exploration. Brian is also the Director, Financial Services, at Business Insider, which he joined in 2021. He is responsible for a multi-million dollar book of
- [Patty Quinn McAuley, CFP®](https://thefcs.org/speaker/patty-quinn-mcauley-2024) - Patty McAuley is the Senior Vice President, Head of Marketing for Clark Capital Management Group. In this role, she is responsible for aligning the firm’s marketing and communications objectives to business goals, all in support of helping financial advisors deliver successful investment outcomes to their clients. Her work has been recognized by the Money Management
- [Patty Quinn McAuley, CFP® (2022)](https://thefcs.org/speaker/patty-quinn-mcauley-cfp) - Patty Quinn McAuley is Senior Vice President, Head of Marketing for Clark Capital Management Group. In this role, she is responsible for leading the marketing and communications efforts of the firm. She plays a key part in product development, positioning and corporate branding. She is dedicated to helping advisors communicate effectively with clients, so that
- [Wendeline Dill (2022)](https://thefcs.org/speaker/wendeline-dill) - Wendy Dill joined J.P. Morgan Wealth Management in March 2022 after 10 years at Merrill Lynch and 10 years at EY. Wendy comes to the team to build and run a field marketing function that promotes advisors in the ultra-high net worth channel. Prior to J.P. Morgan, Wendy was at Glenmede running brand, social media,
- [Angela Crawford](https://thefcs.org/speaker/angela-crawford) - Angela is a senior executive with deep leadership experience in driving innovation in marketing initiatives including branding, advertising, market research, product development, and customer engagement. She has a proven track record in driving business growth through innovative marketing campaigns, enhancing brand affinity, and leveraging consumer insights and data analytics to optimize marketing ROI in the
- [Melissa Scauri](https://thefcs.org/speaker/melissa-scauri-2) - Melissa Scauri is the Global Head of The Creative Studio at Morgan Stanley. She 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.
- [Lijo Joseph](https://thefcs.org/speaker/lijo-joseph) - Lijo Joseph has over 20 years of experience in client leadership and growth marketing. Lijo comes with a strong financial background dedicating over 4 years of his time to the Wells Fargo Consumer Small Business Banking team. Managing a diverse team of 25+ in planning, activation, and analytics professionals he has helped achieve double digital
- [Rachel Cobb](https://thefcs.org/speaker/rachel-cobb) - Rachel Cobb leads Strategy + Planning for the marketing agency Mythic. Prior to joining Mythic, she cultivated her strategy prowess at The Richards Group and Leo Burnett. Rachel firmly believes that the best work is born from a simple and believable truth. She is passionate about uncovering insights that help brands Be More and she
- [Kristen Martin](https://thefcs.org/speaker/kristen-martin) - Kristen Martin currently serves as Chief of Staff to TIAA’s Chief of Marketing and Communications, and is also the Head of Engagement for the M&C organization. In these roles, she shapes M&C’s storytelling strategy, leveraging nearly 20 years of experience in Marketing & Advertising and Strategic Planning within the financial sector. In addition to her
- [William Obre](https://thefcs.org/speaker/william-obre) - William Obre has served as the head of Americas Marketing & Communications for AXA Investment Managers (€858 billion AUM) since September 2020. His mandate covers 11 countries and four operating languages, leading marketing efforts for one of AXA IM’s fastest growing regions. Over the last four years, he has driven a digital transformation resulting in
- [Erica Hughes](https://thefcs.org/speaker/erica-hughes) - Erica Hughes is an award-winning marketing and advertising professional with a breadth of experience working for Fortune 500 companies. With a love of connecting brands with consumers, Erica has managed marketing strategies for iconic brands such as Chick-fil-A, Chevrolet, Slim Jim and Reddi-wip, just to name a few. Currently, Hughes serves as the Senior Director
- [Sandi Preston](https://thefcs.org/speaker/sandi-preston) - Sandi Preston is the Chief Strategy Officer at Translation LLC, which she joined in 2010.
- [Pinki Mehta](https://thefcs.org/speaker/pinki-mehta) - Pinki Mehta is SVP/MD, Global Marketing and Digital Experience. In this role, she’s responsible for developing and executing strategic marketing programs across Alliance Bernstein’s global asset-management business. Pinki leads brand management; integrated creative, content and digital strategy; operations; and events. With deep experience in digital transformation, Pinki is passionate about building user-centric, data-driven experiences at
- [Murray Joslin](https://thefcs.org/speaker/murray-joslin) - Murray Joslin spearheads the Creative and Business Solutions team and is responsible for client delivery across a spectrum of creative, marketing, and business research services. As a key executive at Integreon, Murray guides global strategy, product development, technology integration and growth. Murray has over 20 years of experience in client acquisition, operational transformation, and technology implementation
- [Anthony DeMaio](https://thefcs.org/speaker/anthony-demaio) - Anthony DeMaio is a seasoned professional with a track record of success in the dynamic world of media sales. He is currently the SVP of Sales at Business Insider, where he oversees the financial and healthcare verticals. Before this, he was the VP of US Sales at Bloomberg Media, which showcased his leadership prowess as
- [Dawn Burke](https://thefcs.org/speaker/dawn-burke) - Dawn Burke is Managing Director, Brand & Advertising at E*TRADE from Morgan Stanley, which she joined in 2017.
- [Matthew Lieberman](https://thefcs.org/speaker/matthew-lieberman) - Matthew Lieberman is the Chief Marketing Officer, US/Mexico, at PwC, which he joined in 2000.
- [Karin Levi](https://thefcs.org/speaker/karin-levi) - Karin is an accomplished marketing leader and Head of Financial Services Marketing at LinkedIn Marketing Solutions. In her role, she leads the development and execution of marketing strategies aimed at building the LinkedIn value proposition for financial services marketers through thought leadership and compelling go-to-market activations. With her expertise as an executive strategist, industry thought
- [Pete Swabey](https://thefcs.org/speaker/pete-swabey) - Pete Swabey is the Editorial Director, Thought Leadership, at Momentum ITSMA, which he joined in 2023.
- [Michael Marinello](https://thefcs.org/speaker/michael-marinello) - Michael Marinello is an experienced reputation and brand professional with over 20 years of experience. He has a proven track record of building and leading communications organizations and driving significant organizational results for major corporations, brands, and non-profits in high-pressure situations and dynamic environments. His experience includes working with CEOs and C-suite executives, national leaders,
- [Nidhi Sinha](https://thefcs.org/speaker/nidhi-sinha) - As the Executive Director of Global Communications at BCG, Nidhi Sinha leads a team across PR, media relations, thought leadership, and public sector communications. She has almost two decades of experience in strategic communications, working across five industries, helping executives build their external presence and communications functions. She brings a unique combination of skills and
- [Sara Badler](https://thefcs.org/speaker/sara-badler) - Sara Badler joined Morning Brew in December of 2023 as Chief Commercial Officer, Advertising. She is responsible for revenue growth, managing sales, strategy operations, insights, analytics, and the creative studio. Previously, Sara spent six years at Dotdash Meredith, most recently as chief revenue officer for enterprise advertising and partnerships. Prior, she worked as the director
- [Jennie Platt](https://thefcs.org/speaker/jennie-platt) - Jennie Platt is Chief Marketing Officer at TD Bank, America’s Most Convenient Bank®. In this role, she oversees Brand Marketing, Integrated Marketing, and Corporate and Public Affairs. Jennie leads a team of dynamic professionals responsible for brand advertising; sponsorships; creative services; product, customer, and digital marketing strategy; distribution and regional marketing programs; marketing transformation and
- [Phil Edelstein](https://thefcs.org/speaker/phil-edelstein) - Phil Edelstein is the Founder of Substance Strategy & Creative – a branding and marketing firm that specializes in the financial sector. He is an expert in building strategic brand alignment across highly complex organizations. Phil has brought his expertise in market research, brand strategy and marketing planning to bear for the likes of Lincoln
- [Kristy DelMuto](https://thefcs.org/speaker/kristy-delmuto) - Kristy serves as brand champion, chief storyteller and digital marketing leader at growth equity firm, Mainsail Partners, helping position the firm as the partner of choice for bootstrapped founders of growing software companies. In this role, Kristy is responsible for delivering compelling content and experiences that clearly communicate the firm’s value to all key constituents,
- [Alicia McIlhinney](https://thefcs.org/speaker/alicia-mcilhinney) - Alicia McIlhinney is SVP, Head of Marketing, at Archer, which she joined in 2020. Archer is a technology-enabled service provider that delivers outsourced operations to help investment managers grow through product innovation and cost management.
- [Allora Buckshon](https://thefcs.org/speaker/allora-buckshon) - Allora Buckshon is Executive Director, Product Marketing, at FS Investments, which she joined in 2016.
- [Veronica Dagher](https://thefcs.org/speaker/veronica-dagher) - Veronica Dagher is an award-winning personal finance reporter for The Wall Street Journal where she focuses on housing, retirement and insurance. She’s the author of the WSJ ebook, Resilience, How 20 Ambitious Women Used Obstacles to Fuel Their Success. Veronica hosts videos for WSJ’s social media accounts and is a regular guest on CBS, Fox,
- [Jess Schnurr](https://thefcs.org/speaker/jess-schnurr) - Jess Schnurr is Managing Director and Global Head of Brand Marketing for Morgan Stanley based in New York. She is responsible for overseeing all marketing initiatives related to brand, media, advertising, sponsorship & events firmwide. She leads the strategic planning and creative development of all paid advertising campaigns. In addition to advertising and media, Jess
- [Niki Laczewski](https://thefcs.org/speaker/niki-laczewski) - Niki Laczewski is a brand strategist at Vanguard, where she and her team grow the brand and business by shaping and sharing Vanguard’s unique story with the world. Key parts of her role include uncovering audience insights and driving campaign work that sets Vanguard apart. Niki studied behavioral economics and management at The Wharton School,
- [Taylor Sassu](https://thefcs.org/speaker/taylor-sassu) - Taylor Sassu is an Associate Marketing Director at Dotdash Meredith where she and her team leverage their 40+ leading finance and lifestyle brands to develop strategic, creative, multi-platform marketing programs for Financial Services advertisers. She is passionate about developing compelling data-driven storytelling that helps her clients better understand and connect with their audiences. Taylor began
- [Jennifer Eaker](https://thefcs.org/speaker/jennifer-eaker) - Jennifer Eaker is a vice president, content marketing at Bank of America. In this role, she supports multiple lines of business to produce engaging, actionable content in various formats. She is passionate about using content marketing to create compelling stories that help connect BofA with its clients and prospects. Prior to this role, she spent
- [Tony Foster](https://thefcs.org/speaker/tony-foster) - Tony Foster has worked on the Creative side of the advertising industry, both in-house and agency-side, for over 16 years. As an Art Director and Designer, his work has earned acclaim, garnering recognition at numerous esteemed industry events, such as the Clio Awards, OBIE Awards, ADDY Awards, Telly Awards, and MarCom Awards. His work has
- [Jaime Mann](https://thefcs.org/speaker/jaime-mann) - Jaime Mann is VP/MD, Head of Creative Services & Global Brand Management at AllianceBernstein, which she joined in 2019.
- [Sheevani Raikundalia](https://thefcs.org/speaker/sheevani-raikundalia-2) - Sheevani Raikundalia is Head of Financial Advertising Sales, North America at Bloomberg Media, which she joined in 2019.
- [Max Alex](https://thefcs.org/speaker/max-alex-2) - Max Alex is Executive Director, Head of Brand & Creative Services at Mizuho Americas, which he joined in 2021.
- [Max Alex (2023)](https://thefcs.org/speaker/max-alex) - Max Alex, the Head of Brand and Creative at Mizuho, is an experienced marketing and brand leader. With 10+ years of experience servicing clients in the financial service industry, Max has led numerous high-profile campaigns and initiatives, most recently the launch of “Mizuho Americas. A Name Worth Knowing.” brand campaign.
- [Rob Quan](https://thefcs.org/speaker/rob-quan) - Rob Quan is Head of North America Intermediary Marketing at State Street Global Advisors, which he joined in 2014.
- [Bob O'Leary](https://thefcs.org/speaker/bob-oleary) - Bob O'Leary is SVP, Enterprise Integrated Marketing at Travelers, which he joined in 2023.
- [Jessica Fernandez (2018)](https://thefcs.org/speaker/jessica-fernandez) - Jessica Fernandez is a 15+ year industry who began her career working in many of the roles she currently markets to today is Senior Vice President and Head of Integrated Marketing. Positions included sales assistant, financial advisor and wholesaler for firms such as Smith Barney, Morgan Stanley and AllianceBernstein before morphing her career into a
- [Matt Majewski](https://thefcs.org/speaker/matt-majewski) - Matt Majewski is AVP, Life and MoneyGuard Marketing at Lincoln Financial Distributors, the wholesaling distribution organization for Lincoln Financial Group. In this role, Matt helps build marketing strategy, sets priorities, and delivers content to align with Lincoln Financial business goals. He is the Product Owner of the LifeGuards pod where he supports MoneyGuard, Executive Benefits
- [Paul Zettl](https://thefcs.org/speaker/paul-zettl) - Paul Zettl, Executive Vice President, Global Head of Marketing, serves as the Chief Marketing Officer. He has over 25 years of experience in marketing and product management. Prior to joining the firm in 2019, Mr. Zettl’s tenures included roles at T. Rowe Price, TD Ameritrade, and Fidelity, where he developed integrated marketing strategies that helped
- [Zahya Beall, AAMS® CIMA®](https://thefcs.org/speaker/zahya-beall-aams-cima) - Twenty-year industry veteran Zahya Beall is a Financial Planner at Damefender Financial Partners, which she founded in 2024.
- [Christopher Borden, CFP](https://thefcs.org/speaker/christopher-borden-cfp) - Chris joined Janney in 2008 after graduating from Temple University's Fox School of Business. He is an Executive Vice President/Wealth Management and is a member of Janney’s Financial Advisor Advisory Council. He holds the Certified Financial Planner™ professional (CFP) designation. This prestigious certification is awarded by the Certified Financial Planner Board of Standards, Inc. to
- [Bill Dougherty, CFP®, CFA](https://thefcs.org/speaker/bill-dougherty-cfp-cfa) - Bill Dougherty, CFP®, CFA, has more than 25 years of experience in the financial services industry. Bill has helped people navigate their investments and understand how those investments impact their lives. From his deep knowledge of capital markets to his belief that investments are the keystone of financial independence, Bill helps individuals and families to
- [Lauren Young](https://thefcs.org/speaker/lauren-young) - Lauren Young Reuters From retirement to real estate, Lauren Young (@LaurenYoung) has covered all aspects of personal finance and workplace topics for the past two decades, most recently at Reuters, where she is the editor of digital special projects and recently was recognized as a Journalist of the Year for a social media series on
- [Hannah Davis](https://thefcs.org/speaker/hannah-davis) - Hannah Davis is a vice president and senior director of corporate communications for MFSInvestment Management® (MFS®). In this role, she has global oversight over the firm’s brand andadvertising, public relations, executive and internal communications, and creative solutions.Hannah joined MFS in 2014 as a manager of internal communications. In 2019 she became thedirector of corporate communications,
- [Bill Fox](https://thefcs.org/speaker/bill-fox) - Bill joined Empower in 2018 and has over 35 years of brand, advertising, and agency management experience. Most recently he served as Head of Communications and Advertising at Fidelity Investments, where he developed the firm’s in-house agency into a full-scale, digital-first operation that managed all communications and marketing operations projects. While at Fidelity, he was
- [Ryan Neal](https://thefcs.org/speaker/ryan-neal) - Ryan Neal is a senior editor at TradePMR, which he joined in 2023.
- [Bill Coppel](https://thefcs.org/speaker/bill-coppel) - Bill Coppel develops and leads TradePMR’s client growth platform: Advisor Evolution Sciences. As Chief Client Growth Officer, Bill is focused on delivering insights, services, and solutions to help future-focused RIA firms achieve sustainable growth. Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry. Most recently, Bill founded a consultancy
- [John Kinzer](https://thefcs.org/speaker/john-kinzer) - John Kinzer is Director, MarTech - AI & ABM at TIAA, which he joined in 2022.
- [Katie Weber](https://thefcs.org/speaker/katie-weber-2) - Katie Weber is SVP, Commercial Strategy and Head of Financial Services at The Wall Street Journal | Barron's Group, which she joined in 2021.
- [Suzanne Lieb](https://thefcs.org/speaker/suzanne-lieb) - Suzanne Lieb is the Head of North America Marketing for Columbia Threadneedle Investments. In this role, Suzanne leads marketing to financial advisors and institutional investors in the US and heads the segment, product, event, thought leadership, value add, and digital customer experience marketing teams. In 2022, she was recognized as Fund Marketer of the Year
- [Catherine Carroll](https://thefcs.org/speaker/catherine-carroll) - Catherine Carroll is PGIM Marketing’s Head of Digital Marketing responsible for leading the global digital marketing strategy, development, and execution in support of the PGIM brand and investors. Catherine is currently focused on modernizing PGIM’s marketing stack including migrating to AEM (Adobe Experience Manager) and personalizing the digital experience for clients through an automated translations
- [Matt Lesle](https://thefcs.org/speaker/matt-lesle) - Matt Lesle, Managing Director, is the Head of Digital Product for J.P. Morgan Asset Management. In his role, Matt is responsible for the development, planning, and execution of a large-scale digital strategy and the development of cross-functional digital assets focusing on growing revenue through next-gen distribution, sales enablement, and automation. Matt joined J.P. Morgan as
- [Henry Detering](https://thefcs.org/speaker/henry-detering) - Henry ("Hank") Detering, CFA, is Managing Director, Chief Marketing Officer, and a member of the Operating Committee at Neuberger Berman. In this role, Hank leads the firm’s Marketing organization, which comprises Media Relations, Brand Marketing (including Content, Digital Marketing, Multimedia, & Design), Channel Marketing, Product Marketing & RFP. In more than two decades of experience
- [Wendy Wahl](https://thefcs.org/speaker/wendy-wahl) - Wendy Wahl is Chief Marketing & Communications Officer of The Guardian Life Insurance Company of America (Guardian). In this role, she leads colleagues to develop high impact solutions that inspire consumer well-being and drive Guardian’s growth. Wendy brings nearly 30 years of experience across all disciplines of marketing and communications, working in-house and as a
- [Tara Giuliano (2017)](https://thefcs.org/speaker/tara-giuliano) - At the age of 24, Tara Giuliano was appointed into a Director level role at Nationwide Insurance. By 26, she was recruited to head Marketing & Communications for Allianz Global Corporate & Specialty in the Americas. At 32, Tara Giuliano was elected to serve as President of the American Marketing Association in Chicago while working
- [Kristin Slade](https://thefcs.org/speaker/kristin-slade) - Kristin Slade is Head of Global Product Marketing at T. Rowe Price, which she joined in 2012.
- [Andrew Golding](https://thefcs.org/speaker/andrew-golding) - Andrew Golding is the Chief Strategy Officer and a Co-Founder of 2112 Communications.
- [Justin Choi](https://thefcs.org/speaker/justin-choi) - Justin is the Founder and CEO of Nativo, the premier native advertising platform for digital publishers and advertisers. Nativo is an end-to-end native tech stack that is leveraged by more than 400 premium publishers and 300 brand advertisers to deliver true native (in-feed, fully integrated, non-interruptive) ads at scale across all devices. The technology that
- [Vijay Viswanathan, PhD](https://thefcs.org/speaker/vijay-viswanathan) - Vijay Viswanathan is Lead Analyst, Financial Marketing Institute and Associate Dean of Integrated Marketing Communications at Northwestern University, which he joined in 2010.
- [Lynda Koster](https://thefcs.org/speaker/lynda-koster) - Lynda Koster is the Managing Partner at Growthential, which she co-founded in 2020.
- [Eui-Hong (Sam) Han](https://thefcs.org/speaker/eui-hong-sam-han) - Sam Han is Director, AI/ML and Advertising Technology, at The Washington Post, which he joined in 2021.
- [Beth Bamonte](https://thefcs.org/speaker/beth-bamonte) - Beth Bamonte is Director of Analyst Relations at IBM, which she joined in 2011. She is also ANA Business Marketing NYC.
- [Bea Broderick](https://thefcs.org/speaker/bea-broderick) - Bea Broderick is Managing Director, Boston for Prosek Partners, which she joined in 2011.
- [Vijay Viswanathan, PhD (2019)](https://thefcs.org/speaker/vijay-viswanathan-phd) - Vijay Viswanathan, PhD, is Lead Analyst for Brand New Media and a Professor at Northwestern University in Chicago.
- [Tina R. Davis](https://thefcs.org/speaker/tina-r-davis) - Tina Davis is Head of Enterprise Marketing & Brand Engagement at Citi, which she joined in 2005. She is responsible for overseeing Citi’s branding and marketing organization. She has over 20 years of marketing, advertising and sponsorship experience, working across major industries including Banking, Tourism, Sports, Retail and Packaged Goods and leading award-winning brand programs
- [Katie Flynn](https://thefcs.org/speaker/katie-flynn) - Katie Flynn is VP, U.S. Wealth Client Marketing Campaigns Manager at Nuveen, which she joined in 2022.
- [Jessica Leggett](https://thefcs.org/speaker/jessica-leggett) - Jessica Leggett is Vice President, Marketing Communications at Harrison Street, which she joined in 2011.
- [Kate Chmielewski](https://thefcs.org/speaker/kate-chmielewski) - Kate Moulton Chmielewski serves as Managing Director of Marketing for Cresset Partners where she leads and manages the marketing process from research and planning to execution and analysis. She is responsible for developing and implementing strategic and tactical marketing programs that support the overall growth initiatives for Cresset Partners. Kate most recently served as the
- [Scott Wentworth](https://thefcs.org/speaker/scott-wentworth) - As the CEO of Wentworth Financial Communications, Scott leads a team of writers and content strategists focused on creating investment-grade content for leading brands across the asset management, wealth management, investment banking, private equity, consulting, and accounting industries. Scott is a frequent speaker on topics related to content strategy for the CFA Society, Investment Management
- [Kimberly Beck](https://thefcs.org/speaker/kimberly-beck-2) - Kimberly Beck is Head of Client Marketing Strategy at Janney Montgomery Scott, which she joined in 2023.
- [Kimberly Beck (2022)](https://thefcs.org/speaker/kimberly-beck-2022) - Kimberly Beck is Chief Marketing Officer for YieldX, a fintech company customizing and optimizing income investing at scale and with unparalleled efficiency. Prior to YieldX, Kimberly was with Envestnet, where she led Wealth Marketing. She also served as Co-Founder and Chair of the Envestnet Women’s Initiative Network. Additionally, Kimberly has held notable roles at BlackRock,
- [Bernadette Bridy](https://thefcs.org/speaker/bernadette-bridy) - Bernadette Bridy is Head of Marketing at FS Investments, where she is responsible for the development, implementation and monitoring of FS Investments’ marketing strategy. In this capacity, she is responsible for aligning marketing plans to business goals and sales objectives. The marketing organization at FS Investments is a full-service team with 20 members, offering digital
- [Nicole Beauregard](https://thefcs.org/speaker/nicole-beauregard) - Nicole is a Principal on the Marketing and Communications team where she is involved in private wealth marketing globally. Nicole’s experience spans institutional and wealth marketing, business development and partner management. Nicole is a member of the HL Green and HL Pride affinity groups.Prior to joining Hamilton Lane in 2022, Nicole was with Wellington Management
- [Byron Newby](https://thefcs.org/speaker/byron-newby) - Byron Newby oversees content development at Hartford Funds. His team of marketers, investment writers and communication specialists strive to create unique and digestible content that is relevant to financial professionals and their clients. He joined Hartford Funds in 1998 and has worked in various marketing and sales positions throughout his career. Prior to 2011, Byron
- [Jordan Hyman](https://thefcs.org/speaker/jordan-hyman) - Jordan Hyman is an SVP of Sales at Nativo, the global leader in content distribution at scale. He is a 25-year veteran of the advertising and marketing industry, having built and run global content divisions at NBC Universal, The Wall Street Journal, Bloomberg and Time Inc. (Sports Illustrated, TIME, Fortune and Money).
- [Beth Wood](https://thefcs.org/speaker/beth-wood-2023) - Beth Wood is executive vice president and chief marketing officer (CMO) with Principal Financial Group®. As CMO, Beth leads the Global Brand & Experience team, serving as the architects and stewards of the Principal® brand. The team creates and amplifies branded stories that invite customer curiosity, participation in our financial educational and planning narrative, and exposure
- [Beth Wood (2021)](https://thefcs.org/speaker/beth-wood-2) - Beth Wood is senior vice president and chief marketing officer of Principal Financial Group®. She is responsible for global marketing and customer experience. Her team is primarily focused on brand strategy, media, public relations, social media, performance marketing, content strategy and development, analytics, market research, customer experience, design & innovation, integrated marketing and meeting and
- [Beth Wood (2021)](https://thefcs.org/speaker/beth-wood-3) - Beth Wood is senior vice president and chief marketing officer of Principal Financial Group®. She is responsible for global marketing and customer experience. Her team is primarily focused on brand strategy, media, public relations, social media, performance marketing, content strategy and development, analytics, market research, customer experience, design & innovation, integrated marketing and meeting and
- [Beth Wood (2019)](https://thefcs.org/speaker/beth-wood) - Beth is the Vice President and Chief Marketing Officer for Guardian’s Individual Markets Businesses. In this role, Beth leads the Marketing Strategy, Communications and Operations teams, focused on Marketing digital transformation, client acquisition and client engagement. The team leads the development of digital, product, content and thought leadership marketing strategies and stories to engender consumer
- [Thierry Cornet](https://thefcs.org/speaker/thierry-cornet-2023) - With a distinguished 20-year career spanning various industries, including finance, gaming & entertainment, B2B and B2C tech, retail, and automotive, Cornet has amassed a profound understanding of the media and marketing landscape. In his current capacity as the Paid Media Community of Practice Lead at Wells Fargo, he leverages this wealth of experience. Prior to
- [Marisa Ricciardi](https://thefcs.org/speaker/marisa-ricciardi-2023) - Marisa Ricciardi is the Founding Partner and CEO of the Ricciardi Group, the NY-based strategic marketing agency with clients including Visa, iCapital, Splitit and Adobe, which received Inc’s Fastest Growing Companies award three years running. Ricciardi started her career as a trader on the Unit Investment Trading Desk at Morgan Stanley, became a Vice President
- [Marisa Ricciardi (2021)](https://thefcs.org/speaker/marisa-ricciardi) - After serving as the Chief Marketing Officer of NYSE Euronext and Vice President at Goldman Sachs, in 2014 Marisa Ricciardi founded the Ricciardi Group (RG), a B2B creative strategy and marketing firm. From helping early-stage CEOs allocate venture capital to collaborating with CMOs as they navigate the complex marketing landscape, RG is committed to providing clients with a
- [Jessica Ulin](https://thefcs.org/speaker/jessica-ulin) - Jessica Ulin is the Senior Director of Marketing at Visa Inc and is responsible for overseeing the US Media and Social practice. She primarily focuses on driving Visa’s brand relevance through digital/social media, organic social storytelling, and Visa’s tentpole sponsorships with the NFL and Olympics. Prior to joining Visa five years ago, Jess spent 15
- [Chris Portella](https://thefcs.org/speaker/chris-portella-2023) - Chris Portella is EVP, Global Managing Partner, UM, which he joined in 2009; he now leads the agency's San Francisco office.
- [Thierry Cornet (2017)](https://thefcs.org/speaker/thierry-cornet) - Thierry Cornet is a Media expert, with blue chip account experience in industries ranging from Ecommerce and Tech to Finance. In his current role as VP, Integrated Marketing Channel Planning at Wells Fargo, Cornet leads the Paid Social Media team, and helps bring various branding campaigns to life through their Media expression. Outside of work,
- [Chris Portella (2018)](https://thefcs.org/speaker/chris-portella) - Chris Portella is a media agency veteran with over 18 years of experience, including 9+ at UM San Francisco. In his current role, Chris is the EVP, Client Business Partner and Co-Managing Director of UM San Francisco. In addition to co-running the office, Chris oversees a portfolio of clients across a range of verticals including
- [Rob Chen](https://thefcs.org/speaker/rob-chen) - Rob Chen is a Managing Director at Charles Schwab, which he joined in 2019.
- [Derek Yueh](https://thefcs.org/speaker/derek-yueh) - Derek Yueh is a Partnership Lead for The B2B Institute at LinkedIn, which he joined in 2021.
- [Charles Payne](https://thefcs.org/speaker/charles-payne) - Charles Payne is the host of FOX Business Network’s (FBN) Making Money with Charles Payne (weekdays 2-3PM/ET). He joined FOX News Media as a contributor in 2007 and provides financial analysis across FBN and FOX News Channel. Most recently, Payne contributed to FBN's 2022 Midterm Election panel alongside Maria Bartiromo, Stuart Varney and Larry Kudlow. Over the
- [Kelly Vives](https://thefcs.org/speaker/kelly-vives) - Kelly Vives is the chief marketing and communications officer at Allspring Global Investments. In this role, she is responsible for global marketing and corporate communications, as well as the firm’s digital experience and brand. Kelly oversees a team that defines and executes Allspring’s go-to-market strategy in order to build awareness, deliver meaningful experiences, and grow
- [Dipti Kachru](https://thefcs.org/speaker/dipti-kachru-2023) - As the Global Chief Marketing Officer for Broadridge Financial Solutions, Dipti serves on the Broadridge Executive Leadership Team and is focused on building brand reputation, driving measurable growth, and expanding client relationships. She is responsible for developing and executing an integrated marketing strategy that includes brand, advertising, digital marketing and events. A client-centric marketer and
- [Dipti Kachru (Chase)](https://thefcs.org/speaker/dipti-kachru) - As Chief Marketing Officer for Chase Wealth Management and Affluent, Dipti Kachru leads marketing for a suite of affluent banking, wealth management and digital investing products offered by Chase. She is responsible for development of strategic marketing programs that deliver on business acquisition, deepening and retention goals, and management of the end-to-end client experience, guiding
- [Suzanne Kounkel](https://thefcs.org/speaker/suzanne-kounkel) - Suzanne Kounkel is the Deloitte Global Chief Marketing Officer (CMO) and Deloitte US CMO, her latest professional adventures in a 20-plus-year career with the firm. As the leader of Deloitte’s integrated brand, marketing, and communications organization, Suzanne challenges her team to push the bounds of creativity and collaboration in pursuit of two intertwined goals: loyal
- [Beth Saint](https://thefcs.org/speaker/beth-saint) - Beth Saint is Global Head of Marketing and Communications at Schroders, which involves articulating and delivering strategic vision for Marketing and Communications for the Group globally. In this role, Beth works closely with the teams who are responsible for product development, strategy and investment capabilities, to provide insights which help the Group understand and anticipate
- [Lisa Caputo](https://thefcs.org/speaker/lisa-caputo) - Lisa Caputo is Executive Vice President and Chief Marketing, Communications and Customer Experience Officer for Travelers. She leads the company’s marketing, research, corporate communications and customer experience functions and is a member of the Management and Operating Committees and the Travelers Foundation Board. She joined Travelers after over 11 years at Citigroup, where she was
- [Erik Schneberger](https://thefcs.org/speaker/erik-schneberger) - Erik Schneberger is chief marketing officer for American Century Investments, a premier investment manager headquartered in Kansas City, Mo. Mr. Schneberger leads the teams responsible for channel marketing, brand, marketing operations, value-add, client events, corporate communications and digital. He is based in the firm’s New York office. Mr. Schneberger joined American Century in 2019 from
- [Michelle Thompson‐Dolberry](https://thefcs.org/speaker/michelle-thompson‐dolberry) - Michelle Thompson‐Dolberry is an executive vice president and chief diversity, equity and inclusion officer at MFS Investment Management® (MFS®). She is responsible for building out and enhancing the firm’s enterprise‐wide DEI strategy. She is member of the MFS Management Committee. Michelle joined MFS in 2022 from American Express, where she was head of strategic inclusion
- [Kirti Naik (russell)](https://thefcs.org/speaker/kirti-naik-2) - Kirti Naik is Russell Investments’ global head of brand marketing & communications, responsible for leading and driving the development of the firm’s brand position and serving as the principal brand architect. She is an award-winning marketer with more than 17 years of experience in traditional marketing, consumer marketing, business-to-business and digital marketing across a variety
- [Johanna Mayer-Jones](https://thefcs.org/speaker/johanna-mayer-jones) - Johanna Mayer-Jones is the Chief Advertising Officer at The Washington Post, where she leads the Global Advertising business teams. In this role, Johanna is responsible for formulating and executing strategy across client partnerships including products, audience segments (B2B, B2C, Policy Maker, Global & Regional), partnership marketing and live events. Before her tenure at The Washington
- [Brenda Tsai](https://thefcs.org/speaker/brenda-tsai-2023) - Brenda Tsai is executive vice president and chief marketing officer for State Street and is responsible for the firm’s global brand and marketing strategy and execution, including content, digital marketing, events, product campaigns and media relations. In this role, Brenda leads State Street’s global marketing team in accelerating customer acquisition, deepening perception around State Street’s
- [Brenda Tsai (bny mellon)](https://thefcs.org/speaker/brenda-tsai) - Brenda Tsai is the Chief Marketing Officer for BNY Mellon, which she joined in 2018.
- [Sumeet Grover](https://thefcs.org/speaker/sumeet-grover) - Sumeet Grover leads digital, marketing and member care functions. He is responsible for enterprise-wide digital and marketing strategies, digital product management, digital innovation and transformation, relationship expansion, marketing, acquisitions, brand, public relations, communications, banking operations, contact center, digital care, and member services. Prior to joining Alliant as CDMO, Sumeet held several leadership roles at Citi.
- [Seth Morrison](https://thefcs.org/speaker/seth-morrison) - Seth Morrison is the Chief Marketing Officer at SEI. In this role, Seth is responsible for driving SEI’s brand globally, including marketing technology, digital, data/analytics, content, design, internal communications, investor relations, PR, research, communications, and event planning. Prior to joining us, Seth was Managing Director and Global Head of SPDR ETF Marketing at State Street
- [Jacob Holtgrewe](https://thefcs.org/speaker/jacob-holtgrewe) - Jake Holtgrewe is the Global Head of Paid and Social Media at TIAA, a Fortune 100 provider committing to delivering Lifetime Income in retirement for all working adults. He oversees a team responsible for driving awareness, consideration, and preference for the TIAA and Nuveen brands by connecting with target audiences using best modern media and
- [Frank Tirado](https://thefcs.org/speaker/frank-tirado-2) - Frank Tirado is Head of ETF Marketing at Calamos Investments, which he joined in 2023. Prior to that, he held marketing leadership positions at Janus Henderson Investors, OCC, TD Ameritrade and E*TRADE.
- [Frank Tirado (prior)](https://thefcs.org/speaker/frank-tirado-prior) - Frank Tirado is Vice President, OIC Education and a member of the Industry Services management team at The Options Clearing Corporation (OCC), the world’s largest equity derivatives clearing organization and foundation for secure markets. He is responsible for educational initiatives for individual investors, financial advisors and institutions. Before the Options Industry Council, Frank was Director
- [Angela Laubmeier](https://thefcs.org/speaker/angela-laubmeier) - Angela Laubmeier is vice president and head of corporate brand strategy for Lincoln Financial Group. In addition to brand, she is responsible for the company’s B2C and B2B advertising, social media and public website content, as well as its naming rights of Lincoln Financial Field, home of the Philadelphia Eagles. Laubmeier has more than 15
- [Katrina Noelle](https://thefcs.org/speaker/katrina-noelle) - Katrina Noelle has worked tirelessly in her years of research to build a female-focused, full-service qualitative consultancy that specializes in creating client customized design by combining methodologies from traditional in-person research with online and mobile approaches. Gaining an overall picture of a consumers’ world is a key factor in Katrina’s and her company’s success. Over
- [Lynn Teo](https://thefcs.org/speaker/lynn-teo) - Lynn Teo is the Chief Marketing Officer of Northwestern Mutual. Her responsibilities encompass brand strategy, product marketing, field and customer experience marketing, digital marketing, marketing technology, operations, and consumer insights/market research. She is a data-driven and revenue-centric tech sector marketing executive specializing in driving growth for the enterprise through the buildout of modern marketing capabilities.
- [Alex Lieberman](https://thefcs.org/speaker/alex-lieberman) - While working as a Wall Street trader, Alex saw a gap in the marketplace of good, informative, and entertaining business news. He co-founded Morning Brew in 2016 and sold the majority of the company to Insider for an 8-figure deal. Alex has stayed on as the company’s executive chairman and hosts a number of shows
- [John Brockelman (Global Head of Brand Marketing)](https://thefcs.org/speaker/john-brockelman) - 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
- [Arielle Gross Samuels](https://thefcs.org/speaker/arielle-gross-samuels) - Arielle Gross Samuels is a Managing Director and Blackstone’s Global Head of Marketing. She leads Blackstone's marketing function, inclusive of brand, digital, video, design and events. Prior to joining Blackstone, Arielle worked at Meta (FKA Facebook), serving as the Global Head of ESG Business and previously Business Lead of Global Business Marketing. Prior to Meta,
- [Amanda Rubin](https://thefcs.org/speaker/amanda-rubin) - Amanda Rubin is the Chief Marketing Officer for Citadel and Citadel Securities. Her team is responsible for all communications that help build brand equity with external audiences of importance, including talent and the broader public. Amanda has deep expertise in managing high-profile brands, both on the client side and the agency side before that. As
- [Lauren Boyman](https://thefcs.org/speaker/lauren-boyman-2023) - Laura Boyman is the Chief Marketing Officer at KPMG US, which she joined in 2020. Previously, she was CMO for Morgan Stanley Wealth Management, where she had worked for 11 years.
- [Lauren Boyman (2019)](https://thefcs.org/speaker/lauren-boyman) - Lauren Boyman is the Chief Marketing Officer for Morgan Stanley Wealth Management. She joined Morgan Stanley in 2008.
- [Michael Cohen](https://thefcs.org/speaker/michael-cohen) - Michael Cohen is a Managing Director and Global Head of Marketing and Communications at Tradeweb Markets. In his current role, Cohen focuses on building the firm’s corporate brand profile, and driving awareness of Tradeweb products and services through marketing, media, sponsorship, content creation and digital initiatives. In addition, Cohen has played an instrumental role in
- [Koley Corte](https://thefcs.org/speaker/koley-corte) - Koley Corte is Senior Vice President and Chief Marketing Officer, Corporate and Institutional at MetLife. In this role, Koley provides strategic leadership for the company’s corporate and institutional marketing efforts and leads the company’s global customer insights and analytics capability. Koley is responsible for the development and strategy for MetLife’s voice in the market, including
- [Anna Papadopoulos](https://thefcs.org/speaker/anna-papadopoulos-2023) - It took some investigative work for Anna Papadopoulos to discover that marketing had all the benefits of a career in journalism, without the risk of entering enemy lines. Well, at least most of the time. In her current role at MetLife, Anna assumes leadership over all aspects of corporate marketing, playing a pivotal role in
- [Anna Papadopoulos (Prudential)](https://thefcs.org/speaker/anna-papadopoulos) - It took some investigative work for Anna Papadopoulos to discover that media planning had all the benefits of a career in journalism, without the risk of entering enemy lines. Well, at least most of the time. At Prudential Advertising, Anna oversees the multi-million dollar annual media and sponsorship budget and leads an integrated media and
- [David Armstrong](https://thefcs.org/speaker/david-armstrong) - David Armstrong oversees editorial operations for the Informa Wealth Management Group which includes WealthManagement.com, Trusts & Estates and WMRE. He also contributes to the development of content strategy for RIA Edge, RPA Edge, WealthStack, Inside ETFs and WMIQ research. His journalism career began at Fox News, where he was one of the first business reporters for Foxnews.com.
- [Tim Rea](https://thefcs.org/speaker/tim-rea-2) - Tim Rea is chief experience, brand and marketing officer of Edward Jones. In this role, he leads the firm’s insights and experience capabilities in addition to the firm’s marketing and advertising, branding and reputation management. He also serves on the Enterprise Leadership Team, which is responsible for providing advice and counsel to the managing partner
- [Eric van den Heuvel](https://thefcs.org/speaker/eric-van-den-heuvel) - Eric van den Heuvel is Managing Director at The Gate, which he joined in 2004.
- [Alyssa Paris](https://thefcs.org/speaker/alyssa-paris) - Alyssa Paris is a Director of Sales at Nativo, the world's leading native storytelling platform that enables brands to bridge the gap between awareness and driving action by building genuine connections through content. Throughout her career in media, she has worked with a wide variety of clients across verticals including finance, tech, beauty, personal care
- [Joe Dube](https://thefcs.org/speaker/joe-dube) - Joe Dube is Head of Marketing and Media at KraneShares, which he joined in 2012.
- [A.J. Boury](https://thefcs.org/speaker/a-j-boury) - A.J. Boury is the Chief Operating Officer of TIFIN Wealth, which he joined in 2021.
- [Sheri Gilchrist](https://thefcs.org/speaker/sheri-gilchrist) - As MissionSquare Retirement’s Chief Marketing Officer and member of the Operating Committee, Sheri leads brand, marketing, corporate communications, digital and marketing operations to deliver retirement and financial wellness solutions for the public sector workforce.Throughout her career, Sheri has been dedicated to addressing the saving and retirement needs of the global workforce through education, advocacy, wellness
- [Natalie Sunderland](https://thefcs.org/speaker/natalie-sunderland) - Natalie is an award-winning Silicon Valley marketer and 2020 Tech CMO of the Year. As Global Head of Marketing and Communications at BNY Mellon, she leads the teams responsible for accelerating growth and modernizing the company’s historic brand. Natalie spent nearly a decade in enterprise software marketing, transforming organizations and creating market categories for high
- [Ed Nini](https://thefcs.org/speaker/ed-nini-2023) - Ed Nini is Managing Director, Global Head of Product at Principal Asset Management. He joined Principal in 2019 as Head of ETF Marketing. Previously, Ed was a Senior Vice President and Head of Investment Marketing and Strategy for the OppenheimerFunds Beta Solutions group, where he held a dual leadership role as owner of the ETF
- [Ed Nini (2019)](https://thefcs.org/speaker/ed-nini-2) - Ed Nini is a Senior Vice President and Head of Investment Marketing and Strategy for the OppenheimerFunds Beta Solutions group. He holds a dual leadership role as owner of the ETF marketing strategy and oversight of a team of ETF Specialists, who partner with the firm's Distribution teams to sell ETFs to financial advisors, RIAs,
- [Maria Pacheco](https://thefcs.org/speaker/maria-pacheco) - Maria Pacheco is CEO of Storyful, a news and intelligence agency. Storyful is a global leader in the provision of verified digital content to newsrooms and of social media intelligence to corporations. Prior to joining Storyful, Maria served as deputy head of News Corp’s corporate strategy team, spearheading global initiatives such as partnerships with Big
- [Russell Messner](https://thefcs.org/speaker/russell-messner-2023) - Russell Messner has a deep passion for building powerful and authentic brands around the globe. He joined Vanguard as Global Head of Brand Marketing three years ago. Before joining Vanguard, he led Edelman NY’s Financial Services practice; supported BlackRock’s global marketing efforts; attended an MBA program in Bergen, Norway; worked with Procter & Gamble in
- [Russ Messner (2020)](https://thefcs.org/speaker/russ-messner) - Russ Messner is the General Manager of Edelman’s New York Financial Services practice, helping clients earn trust in today’s turbulent world. In his current role, Russ partners with BNY Mellon, Pershing, Oppenheimer, and IFAC on their brand development, digital transformation, and media relations. For the previous 5 years, Russ led the marketing and communication efforts
- [Cheryl Guerin](https://thefcs.org/speaker/cheryl-guerin-2023) - In January 2022, Cheryl Guerin was appointed Executive Vice President, Global Brand Strategy & Innovation at Mastercard, responsible for leading brand strategy, branding, advertising, media, digital marketing, research and insights. Previously, she was EVP, North America Marketing & Communications, responsible for driving brand preference and consumer affection for Mastercard brands across the U.S. and Canada.
- [Cheryl Guerin (2020)](https://thefcs.org/speaker/cheryl-guerin) - Cheryl Guerin is Executive Vice President, North America Marketing & Communications where she is responsible for driving brand preference and consumer affection for Mastercard brands across the U.S. and Canada. Ms. Guerin’s integrated team develops and implements coordinated communications and marketing strategies reinforcing the value of our products and services, driving revenue and growing market
- [Jen Armstrong](https://thefcs.org/speaker/jen-armstrong) - Jen Armstrong is a digital campaign manager within Vanguard Institutional Investor Group, which serves the investment needs of employers offering company-sponsored retirement plans, as well as organizations such as endowments and foundations. She has over 10 years of experience in various digital marketing roles in small businesses and multinational companies. She has her Master of
- [Blair Walker](https://thefcs.org/speaker/blair-walker) - Blair Walker is Vice President and head of SSGA's US Defined Contribution marketing initiative. In her role, Blair leads the strategy and execution of SSGA's marketing programs to build the SSGA brand with defined contribution plan sponsors, consultants and advisors, and win and retain new business for the DC franchise. Prior to joining SSGA, Blair
- [Monique Le](https://thefcs.org/speaker/monique-le) - Monique Le, Managing Director, is the Head of iShares Direct Investing and Marketing for the Americas. She also serves as the Global Co-Chair of the firm's SOMOS Latinx Employee Network. In this role, she is responsible for shaping the strategy and execution of commercial priorities for the iShares business in one of the largest and
- [Dan Connell](https://thefcs.org/speaker/dan-connell) - Daniel J. Connell oversees the Market Structure and Technology team. Prior to joining Coalition Greenwich he was the CEO at Correlix, Inc., a leading provider of real-time performance optimization technology. Formerly, Dan was the Executive Managing Director at Standard & Poor’s, and CEO of ComStock, Inc. He also served as the COO of Xinhua Finance
- [Charissa Messer](https://thefcs.org/speaker/charissa-messer) - Charissa Messer is SVP, Executive Director, Enterprise Creative Solutions at Bank of America.
- [Nancy Brennan](https://thefcs.org/speaker/nancy-brennan) - 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
- [Ken Poliziani](https://thefcs.org/speaker/ken-poliziani) - Ken Poliziani is the Chief Marketing Officer at PGIM, the investment management business of Prudential Financial, which he joined in 2018.
- [Mike Venables](https://thefcs.org/speaker/mike-venables) - Mike Venables is Managing Director, Head of Paid Media, Advertising and Experiential Marketing, Citi, which he joined in 2021.
- [Katherine Divney](https://thefcs.org/speaker/katherine-divney-2) - As Chief Revenue Officer for Dotdash Meredith Finance, Katherine oversees the sales, marketing and client services teams responsible for delivering best in class media partnerships for clients spanning all areas of the Financial Services industry. Prior to Dotdash Meredith, Katherine held leadership roles in financial media sales as SVP Sales at Seeking Alpha, Executive Director
- [Roy Wollen](https://thefcs.org/speaker/roy-wollen) - Roy Wollen is a Professor at Northwestern’s Medill School of Integrated Marketing Communications. Roy teaches Marketing Metrics, B2B Marketing and Digital Analytics. Roy’s academic work focuses on data-driven marketing and marketing effectiveness measurement. The common theme is proving the value of marketing investments, focusing on customers and measuring business outcomes. Roy Wollen is also a
- [Tyrrell Schmidt](https://thefcs.org/speaker/tyrrell-schmidt-2023) - Tyrrell Schmidt is Chief Marketing Off icer at TD Bank, America’s Most Convenient Bank®. In this role, she oversees brand marketing, corporate and public affairs, and integrated marketing. Tyrrell leads a team of dynamic, compassionate marketing and communications professionals responsible for the company’s corporate positioning, product and customer marketing, digital marketing strategy, public relations, customer
- [Bart Turner](https://thefcs.org/speaker/bart-turner) - Bart Turner is SVP, Head of Wealth Management Marketing, at U.S. Bank in Minneapolis. He leads the strategy and execution of digital marketing and traditional channels to support wealth management business lines and achieve growth goals in affluent, high net worth and ultra high net worth segments. His key focus areas include data and analytics,
- [Tanya Fraser](https://thefcs.org/speaker/tanya-fraser) - Tanya Fraser leads advertising for Citi’s co-brand and proprietary credit cards. Her previous roles at Citi have run the gamut, including Retail Bank client segment strategy, experiential, social media, and content execution. Prior to Citi, Tanya worked on digital communications at the Gates Foundation and in digital marketing on the agency side in Atlanta, Georgia.
- [Sarah Dale](https://thefcs.org/speaker/sarah-dale) - Sarah serves as Chief Revenue Officer at Nativo, the premier content distribution platform, where she oversees the company’s buy-side media division. Sarah brings to Nativo a successful track record in content, having previously worked with large publishers, digital start-ups and content consultancies. Before joining Nativo, Sarah spent nearly 10 years at The Wall Street Journal
- [Alyssa Brady](https://thefcs.org/speaker/alyssa-brady) - Alyssa Brady is a Director of Marketing at Dotdash Meredith for the Financial Brand Partnerships Group. Alyssa and her team are responsible for developing creative, strategic and insight-led cross-platform marketing programs across Dotdash Meredith's 40+ endemic financial and leading lifestyle brands for all Financial Services advertisers. Alyssa has 10 years of experience in media, starting
- [Michelle Alfano](https://thefcs.org/speaker/michelle-alfano) - Michelle Alfano is the Senior Director of Paid Digital Marketing at Ally Financial. She supports digital strategy across multiple lines of business and the programmatic & paid social in-house buying teams. Michelle joined Ally in 2021 as part of their initiative to bring more transparency in media buying and analytics in-house, which was a perfect
- [Lori Dillon](https://thefcs.org/speaker/lori-dillon) - Lori Dillon is Head of Marketing for Citizens. 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
- [Micky Onvural](https://thefcs.org/speaker/micky-onvural) - Micky Onvural is Chief Marketing & Communications Officer,responsible for leading a global marketing and communications teamcharged with expanding awareness of TIAA and its dedication toproviding lifetime income, and improving clients’ experience throughdigital-first solutions.Prior to joining TIAA, Micky served as CEO for e-commerce menswearcompany Bonobos. With more than 20 years of experience as amarketing, product development
- [David Partain](https://thefcs.org/speaker/david-partain) - David Partain is the Global CMO for FlexShares — the Northern Trust ETF Group and has over 30 years of industry experience. Prior to Northern Trust, he held numerous marketing positions including at Van Kampen Funds and First Trust Portfolios. He is a three time entrepreneur and has worked in a sales or marketing leadership
- [Jim Gardner](https://thefcs.org/speaker/james-gardner) - Jim Gardner, Senior Director of Intelligence for the WSJ | Barron's Group has over 25 years of experience in Consumer/Marketing/Media Intelligence & Insights. He has been with the WSJ | Barron's Group since 2005 where he has developed a deep knowledge and understanding of the financial services industry including readership, audience trends, and data analysis.
- [Joe Soriano](https://thefcs.org/speaker/joe-soriano) - Joe Soriano, a VP, Group Media Director at GRP Media, has over 20 years of media strategy experience, including 15 years at GRP Media, a full-service media strategy and buying agency based in Chicago. Joe currently oversees strategic planning and buying for a diverse list of clients including American Century Investments, Propane Research Council, Rush
- [Jill Arthur](https://thefcs.org/speaker/jill-arthur) - Jill Arthur is SVP Managing Director at GRP Media where she has spent 17 of her 20+ year career in media strategy and agency leadership. Jill first caught the bug for media planning when she joined Martin Williams Advertising fresh out of college. Prior to joining GRP Media,Jill further honed her media strategy and client
- [Jeff Collins](https://thefcs.org/speaker/jeff-collins) - Jeff Collins serves as the executive vice president of advertising sales for FOX News Media. In this capacity, Collins oversees advertising sales for all of FOX News Media, including FOX News Channel, FOX Business Network, FOX News Digital and FOX Weather. He joined the company from Viant Technology in May 2019. As Chief Revenue Office
- [Kristine Giarrusso](https://thefcs.org/speaker/kristine-giarrusso) - Kristine is a Marketing Director at Columbia Threadneedle Investments, where she oversees and manages strategic marketing initiatives. In her current role, she leads complex content development projects and multi-channel campaigns that support the firm’s investment capabilities, products and value-add programs. Kristine’s career at Columbia Threadneedle spans more than 20 years. In that time, she has
- [Matthew Black](https://thefcs.org/speaker/matthew-black) - Matt Black is currently Senior Vice President at Bank of America, where he leads the Centers of Excellence for Advertising and Video, providing best-in-class creative strategy, execution and integration across the company. Matt began his career at Bank of America in 2007 in Brand Strategy and Management, where he led strategic planning for Global Marketing
- [Becky Minervino](https://thefcs.org/speaker/becky-minervino) - Becky Minervino has helped brands develop customer-centric brand experiences to build their business for more than two decades. Drawing on a diversity of expertise across brand building, marketing strategy, and innovation, Becky believes that successful brands know what they stand for, and commit to delivering experiences that prove out that promise. She’s worked with leaders
- [Nicole Rachanow-Garvin](https://thefcs.org/speaker/nicole-rachanow-garvin) - Nicole is a Group Creative Director at Publicis Sapient and leads the Experience Design practice for Financial Services East. She joined Sapient in 2022 to help build out the strategy for the Experience Design craft and provide mentorship for the design team. She is responsible for planning and building out the Experience Design CoE, staffing,
- [Lacy Garcia](https://thefcs.org/speaker/lacy-garcia) - Lacy Garcia is the Founder & CEO of Willow (trustwillow.com). Willow is a financial technology and guidance platform that helps financial institutions and advisors better serve the New Majority of investors: women, the next generation, and underrepresented groups. Lacy and Willow are frequently featured in the media and podcasts, including: The TODAY Show, Cheddar News,
- [Angela Fung](https://thefcs.org/speaker/angela-fung) - Angela Fung is Executive Director, Head of Marketing Operations at Morgan Stanley, which she joined in 2017.
- [Petra Hailu](https://thefcs.org/speaker/petra-hailu) - Petra Hailu is a Senior Content Marketing Consultant for LinkedIn Marketing Solutions, which she joined in 2021.
- [Elizabeth Coleman-Chen](https://thefcs.org/speaker/elizabeth-coleman-chen) - Elizabeth is Executive Director, Head of Alternatives and Sustainability Content Marketing. She joined Morgan Stanley Investment Management in 2016 and has over 2o years of industry experience. Prior to joining the firm, Elizabeth was a Director of Alternatives Product Management at AllianceBernstein. Previously, she worked at Blackstone as Head of Client Service for the hedge
- [Pam Piligian](https://thefcs.org/speaker/pam-piligian) - Pam is the Chief Marketing Officer (CMO) at Navy Federal Credit Union. As CMO, Pam leadsall initiatives focused on brand and corporate narratives, corporate social responsibility,sustainability, digital and marketing trends and the road ahead for both the credit union and itsmembers. She is the conduit between the organization and current and prospective members,keeping a pulse
- [Adam Watson](https://thefcs.org/speaker/adam-watson) - Adam Watson joined Nuveen in June 2021 as Global Head of Institutional Digital Product. He is responsible for driving the vision, strategic development, deployment, and support of the websites, applications, and integrated marketing initiatives. Prior to this, he was the EMEA Digital Marketing lead for Neuberger Berman for 4 years and Head of Digital Marketing
- [John McCormick](https://thefcs.org/speaker/john-mccormick) - John McCormick is a longstanding director on the FCS board, where he chairs the programming committee. He is VP, Partnerships at AdNode, overseeing the blockchain-powered platform's automation of the reconciliation process and media-value increase proposition. Previously, he was the director of sales for OspreyMedia's nStream SaaS technology for CTV/OTT and Zumobi’s mobile Microzine solution, selling
- [Randi Salzberg](https://thefcs.org/speaker/randi-salzberg) - Randi Salzberg is Vice President, Marketing and Creative Services, at Integreon, which she joined in 2021.
- [Nilanjan Adhya](https://thefcs.org/speaker/nilanjan-adhya) - Nilanjan Adhya is the Chief Digital Officer at BlackRock, which he joined in 2021.
- [Liz Cummins](https://thefcs.org/speaker/liz-cummins) - Liz Cummings is Head of Digital Experience at Schroders, which she joined in 2016.
- [Devin Davis, CRPC®](https://thefcs.org/speaker/devin-davis-crpc) - Devin is the Global Head of Digital and Demand Generation, a role he assumed in May 2019. The team of over 50 professionals is responsible for key functions including global digital marketing, demand generation, marketing operations, and analytics. Devin joined the firm in August 2016 after spending six years at BlackRock, where he was responsible
- [Kimberly Beck (2021)](https://thefcs.org/speaker/kimberly-beck) - Kimberly Beck has more than 20 years of financial services marketing experience. At Envestnet, Kimberly is responsible for leading the firm’s Wealth Solutions marketing efforts, including the firm’s Client Experience Office, product and platform marketing strategy, practice management initiatives and strategic messaging efforts. Prior to joining Envestnet in 2016, Kimberly spent 10 years at BlackRock
- [T. Neil Bathon](https://thefcs.org/speaker/t-neil-bathon) - In 2008, Neil formed FUSE Research Network LLC in order to improve the effectiveness of the sales, marketing and product functions associated with the distribution of investment products. FUSE delivers customized market intelligence which improves decision making and tactical execution. As of the end of 2021, FUSE was engaged with in the delivery of ongoing
- [Tim Rickards](https://thefcs.org/speaker/tim-rickards) - Tim leads Hearsay’s Content Strategy team, which helps customers identify and tackle pain points, capture opportunities and achieve better business results from their Hearsay Social investments. Before joining Hearsay, Tim and his team led activation and engagement efforts for self-directed investing clients at Charles Schwab. During his time there, he also led Trading Services client
- [Michael Gannon](https://thefcs.org/speaker/michael-gannon) - Michael Gannon is Head of Enterprise Marketing and Customer Experience at Equitable, where he oversees brand strategy and advertising, customer experience, digital strategy and channel management, and content marketing.
- [Elena French](https://thefcs.org/speaker/elena-french) - Elena L. French is SVP of Corporate Marketing, Brand and Communications at Lincoln Financial Group. In this role, Elena oversees the company’s corporate advertising, brand, consumer insights, communications, social media and corporate sponsorships initiatives, including the company’s naming rights sponsorship of the Philadelphia Eagles’ home stadium, Lincoln Financial Field. She reports to Jamie Ohl, executive
- [Rachel Tuffney](https://thefcs.org/speaker/rachel-tuffney-2) - Rachel Tuffney is President of Dianomi USA.
- [Wylie Kain](https://thefcs.org/speaker/wylie-kain) - Wylie Kain is a creative marketer, having worked at agencies big and small before jumping "client side.” Extensive agency work informs her approach to brand marketing: she believes in a mix of patience and grit, rigor and gut to generate the kind of breakthrough thinking capable of driving business.She has sold phones to construction workers,
- [Wylie Kain (2017)](https://thefcs.org/speaker/wylie-kain-2017) - Wylie is a creative marketer, having worked at agencies big and small, spending multiple years in Account Management and Business Development at some of the world’s most famous firms before jumping “client side” in 2014. Extensive agency work informed her approach to brand marketing: she applies a mix of patience and grit, rigor and gut
- [Laura Burke](https://thefcs.org/speaker/laura-burke) - Laura Burke is the EVP, Chief Communications Officer for Santander U.S., which she joined in September of 2021. Previously, she led the Corporate Communications team at Prudential Financial, spanning financial communications, policy communications, executive visibility, crisis/issues response and internal and external communications to support the Office of the Vice Chair and respective Enterprise Functions. Prior
- [Laura Burke (2019)](https://thefcs.org/speaker/laura-burke-2019) - Laura leads Prudential’s Corporate Communications team, spanning financial communications, policy communications, executive visibility, crisis/issues response and internal and external communications to support the Office of the Vice Chair and respective Enterprise Functions. Previously, Laura was an EVP at Edelman, where she led the U.S. Financial Services Practice and worked with brands like Citi, AQR Capital,
- [Katheline Coleman](https://thefcs.org/speaker/katheline-coleman) - Katheline Jean-Pierre Coleman is LinkedIn’s Senior Director, Enterprise Financial Services, Canada and Venture Vertical. Prior to joining LinkedIn, Katheline spent the past two decades leading teams at Google, Flickr, Yahoo, Deloitte and Quebecor Inc. She holds a bachelor's degree in political science from l’Universite de Montreal, a Masters in Management from HEC Montreal and financial
- [Allie Martin](https://thefcs.org/speaker/allie-martin) - Allie Martin leads the paid and acquisition marketing team at Plaid. She joined Plaid a little over two years ago and has spent most of her career working in fintech marketing, specializing in both B2B and B2C. Prior to Plaid, Allie worked at Omnicom Group, Kepler Group - supporting all of PayPal's digital marketing, and
- [Melissa Lowry](https://thefcs.org/speaker/melissa-lowry) - Melissa Lowry leads marketing and brand strategy for Zelle®, a person-to-person (P2P) payment solution offered by Early Warning. Currently, she is leading the national advertising campaign for Zelle called “Everyday Better”—which helps to illustrate the everyday use cases of Zelle as a fast, safe, and easy way to send money from your banking app. Throughout
- [Scott Ridout](https://thefcs.org/speaker/scott-ridout) - Scott Ridout leads paid search and app performance marketing at Coinbase. He joined Coinbase in 2020 and has focused most of his career on finance and SaaS marketing. Prior to Coinbase, Scott worked at a variety of digital marketing agencies (Seer Interactive, 3Q Digital, and iProspect) where he honed his skills across a wide range
- [Marisa Jago](https://thefcs.org/speaker/marisa-jago)
- [Aditi Javeri Gokhale](https://thefcs.org/speaker/aditi-javeri-gokhale) - Aditi Javeri Gokhale is chief marketing officer and executive officer at Northwestern Mutual, the largest US provider of life insurance and manager of more than $265 billion in assets. She is overseeing a client transformation to help people achieve financial security. Through data-driven creative and a high-impact marketing strategy, she aims to differentiate the Northwestern
- [Sample Speaker](https://thefcs.org/speaker/sample-speaker) - Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat
- [Kate Ardini](https://thefcs.org/speaker/kate-ardini) - Kate Ardini is Chief Marketing Officer for John Hancock, the U.S. Segment of Toronto-based Manulife. As a member of the U.S. Leadership Team and Global Marketing Leadership Team, she is responsible for John Hancock’s Advanced Analytics, Brand, Creative, Digital Strategy, Human Centered Design (HCD), Product Marketing, NPS and Research efforts. In her previous role as
- [Josh Stinchcomb](https://thefcs.org/speaker/josh-stinchcomb) - Josh Stinchcomb is the Global Chief Revenue Officer of Dow Jones for Media and Marketing, where he oversees advertising and marketing solutions. Prior to this role, Stinchcomb held numerous positions at Condé Nast, including SVP of Corporate Sales, Publisher of Condé Nast Digital and most recently, Chief Experience Officer, where he oversaw branded content, experiential
- [Brian Buckley](https://thefcs.org/speaker/brian-buckley) - Brian Buckley serves as Senior Vice President and Chief Marketing Officer at Nasdaq. He is responsible for overseeing the planning, development, and execution of Nasdaq’s global marketing and corporate communications strategy. A core division within Global Strategy, the Marketing & Communications team produces unique campaigns and initiatives that promote Nasdaq’s strategic ambitions, as well as
- [David Hixon](https://thefcs.org/speaker/david-hixon) - David Hixon was named Executive Director of CRM and Marketing Analytics in April 2021. In his current role, Hixon is responsible for all things related to existing Ally customer marketing. This includes, but is not limited to cross sell, loyalty, balance build, upsell, retention, onboarding, and feature adoption across all of Ally’s lines of business.
- [Jay Calavas](https://thefcs.org/speaker/jay-calavas) - Jay Calavas has more than 20 years of proven MarTech experience, and is responsible for helping promote the global adoption and innovation of the Tealium Customer Data Hub. Prior to this role, Jay first ran global sales at Tealium, helping grow the company into the market leader for enterprise tag management. After that he orchestrated
- [Scott Brannan](https://thefcs.org/speaker/scott-brannan) - Scott Brannan is a Senior Vice President on the Digital Marketing team at Bank of America. In his current role, Scott helps drive digital experiences for the Commercial Banking and Global Transaction Services businesses. He joined Bank of America in 2006 as part of a team evaluating interactive media opportunities and syndicating the findings across
- [Janelle Straitiff](https://thefcs.org/speaker/janelle-straitiff) - Janelle Straitiff is a Director in Compliance at Brighthouse Financial. In her role, she is responsible for oversight of the anti-money laundering and privacy programs, as well as regulatory exams and operations compliance. Janelle has 19 years of experience in the financial services industry, with expertise in the equity markets, money laundering, and privacy. Prior
- [Lindsey Bell](https://thefcs.org/speaker/lindsey-bell) - Lindsey Bell, Ally’s chief markets & money strategist, is an award-winning investment professional with a passion for personal finance and nearly 20 years of Wall Street experience. Bell’s unique ability to connect the dots between data and real life and craft bite-sized money ideas that people can use and apply stems from her deep background
- [Joe Volpicelli](https://thefcs.org/speaker/joe-volpicelli) - Joe Volpicelli is Vice President, Head of Creative, at Prudential, which he joined in 2017.
- [Heather Randolph Carter](https://thefcs.org/speaker/heather-randolph-carter) - Heather Randolph Carter is executive vice president and chief marketing and communication officer for LPL Financial, where she holds primary responsibility for brand management, stakeholder engagement, and strategic communications to drive revenue growth for the Fortune 500 company. Prior to taking on her current position, Ms. Carter held positions of increasing responsibility with LPL Financial,
- [Amina Elderfield](https://thefcs.org/speaker/amina-elderfield) - Amina Elderfield is Morgan Stanley’s Head of Internal Communications, working in partnership with business unit leaders and key stakeholders to develop strategies, tools and content to improve the employee experience. She directs a team of writers, data analysts and developers to deliver innovative, compelling communications programs and campaigns. While she has spent most of her
- [Allison Silver](https://thefcs.org/speaker/allison-silver) - Allison Silver is the Vice President of Global Content at American Express. In this role, she is focused on developing global, integrated brand communications for American Express. She was instrumental in launching the company’s new brand platform, “The Powerful Backing of American Express. Don’t Live Life Without It” in 23 countries. During her tenure, Allison
- [Victoria Watters](https://thefcs.org/speaker/victoria-watters) - Victoria Watters is Director of Marketing for Asset Management at Galaxy Digital, a financial services innovator in the digital asset and blockchain technology sectors. Victoria is primarily focused on Galaxy’s funds platform, Galaxy Fund Management, and is responsible for increasing GFM's brand awareness, educating investors about the digital asset class, and driving demand for GFM's
- [Zach Seward](https://thefcs.org/speaker/zach-seward) - Zach Seward is the chief executive officer and a co-founder of Quartz. He became CEO in 2019 after serving as chief product officer and executive editor. Before Quartz, Zach worked at the Wall Street Journal, first as a reporter covering education and health, then as the newspaper’s first social media editor. Prior to that, he
- [Michael Demissie](https://thefcs.org/speaker/michael-demissie) - Michael leads Digital Assets Unit and Advanced Solutions Group at BNY Mellon. The Digital Assets Unit was recently established to accelerate development of solutions and capabilities that support clients’ evolving digital asset needs, including cryptocurrencies. After joining the bank in 2019, Michael has led Advanced Solutions group – an enterprise-level capability designed to define our
- [Michelle DeWitt](https://thefcs.org/speaker/michelle-dewitt) - Michelle has over 15 years of diverse asset management experience in marketing, sales, relationship management, and client service. She has served a cross section of marquee clients including institutional investors, registered investment advisors (RIAs), broker/dealers, IBDs, end investors, retirement plan administrators and variable-annuity providers. Michelle is currently Head of ETF Marketing at Invesco responsible for
- [Janette Caballero Jovic](https://thefcs.org/speaker/janette-caballero-jovic) - Janette Caballero Jovic, Head of Strategic Marketing & Content Communications of Wealth Management USA, at UBS, which she joined in January 2020.
- [Andrea Williams](https://thefcs.org/speaker/andrea-williams) - Andrea is head of Media Relations. She helps execute the firm’s global media strategy, with a focus on translating Goldman Sachs' business strategy into communication strategies. In addition, Andrea has oversight of Internal Communications. She joined Goldman Sachs in 2021 as a managing director. Prior to joining the firm, Andrea was head of Corporate Communications
- [Toni Clayton-Hine](https://thefcs.org/speaker/toni-clayton-hine) - Toni Clayton-Hine is the Chief Marketing Officer for EY Americas. She joined EY in January 2019.
- [Cordy Elkins](https://thefcs.org/speaker/cordy-elkins) - Cordy Elkins is the Global Head of Social Media at SSGA, where she leads social media marketing strategy and execution for all brand channels across institutional and SPDR ETF business lines. She joined the firm in 2018.
- [Lindsay Callahan](https://thefcs.org/speaker/lindsay-callahan) - Lindsay Callahan is the Social Media Lead at MFS Investment Management, which she joined in 2012. At MFS she inspires investment journeys through social media as the lead of both the corporate social marketing program and the employee social programs. She is passionate about helping brands, teams, and individuals harness the power of social media
- [Vivian Tu](https://thefcs.org/speaker/vivian-tu) - Vivian Tu is a BuzzFeed Strategy Partner & TikToker. A University of Chicago alumna, she is also an ex-Wall Street Trader. Vivian has always had a passion for financial literacy and helping others feel empowered to make strong financial decisions in their own lives. At the turn of the year, this manifested as a TikTok channel
- [Bret Clancy](https://thefcs.org/speaker/bret-clancy) - Bret Clancy is Director of Social Media at Fidelity Investments. He developed Fidelity’s flagship Instagram strategy and focuses on a variety of emerging social channels targeting Next Generation investors. He also runs @bretclancy, a Boston-based Instagram handle with 36,000+ followers. Prior to joining Fidelity in 2015, Bret held advertising and media roles at Staples, Inc.
- [Raja Rajamannar](https://thefcs.org/speaker/raja-rajamannar) - Raja Rajamannar is Chief Marketing & Communications Officer and President, Healthcare Business, Mastercard, which he joined in 2013. He is the author of Wall Street Journal bestseller “Quantum Marketing,” published in 2021 by HarperCollins.
- [Etienne Katz](https://thefcs.org/speaker/etienne-katz-2) - Etienne Katz is the SVP of Event Sales and Strategic Growth for CNBC/NBCU. Before joining CNBC in 2021, he led Twitter’s Global efforts for 4 years. Prior to Twitter, he spent more than 10 years at The Wall Street Journal, leading multiple sales teams. Etienne has been a board director of the FCS since 2014,
- [Leslie Walstrom](https://thefcs.org/speaker/leslie-walstrom) - Leslie Walstrom is Global Head of Marketing for Columbia Threadneedle Investments. In her role, she is responsible for developing and implementing marketing strategy to drive awareness of the Columbia Threadneedle Investments brand and our investment management capabilities with institutions, financial intermediaries and investors. Prior to joining the company, Ms. Walstrom was a senior vice president
- [Arianna Orpello](https://thefcs.org/speaker/arianna-orpello) - Arianna is head of Consumer Marketing and leads the brand and marketing strategy for the firm's Consumer businesses, including Marcus by Goldman Sachs and partnerships. She joined the firm in 2021 as a managing director. Prior to joining the firm, Arianna served as senior vice president at TD Bank, where she led the bank’s brand
- [Christine Anderson](https://thefcs.org/speaker/christine-anderson) - Christine Anderson is the Global Head of External Relations, overseeing Blackstone's Public Affairs, Marketing, and ESG functions. She leads Blackstone's efforts related to Environmental, Social and Governance issues and she serves as the primary spokesperson for the firm, advising Blackstone’s senior leaders and business groups, as well as companies across Blackstone’s portfolio. Before joining Blackstone
- [Patrick Ricci](https://thefcs.org/speaker/patrick-ricci) - Patrick Ricci leads audio/video content production within Schwab’s Brand Journalism organization, which creates and distributes editorial content in various formats to help investors make more informed decisions about their portfolios and finances. His team has launched three podcasts and also consults on other shows. Patrick previously served as digital managing editor, overseeing the Insights &
- [Sam Dolnick](https://thefcs.org/speaker/sam-dolnick) - Sam Dolnick is an assistant managing editor who oversees The New York Times’s audio report, its work in film and television, and other digital projects. He helped launch “The Daily,” one of the top podcasts in the country, as well as “The Weekly,” The Times’s television show on FX and Hulu, where he is an
- [Dawn Fitzgerald](https://thefcs.org/speaker/dawn-fitzgerald) - Dawn Fitzgerald is CMO of Wilmington Trust and Wealth Management at M&T Bank.
- [Andy O'Rourke](https://thefcs.org/speaker/andy-orourke) - Andy O'Rourke is Chief Marketing Officer at Direxion Funds.
- [Pasy Govindarajan](https://thefcs.org/speaker/pasy-govindarajan) - Pasy Govindarajan is Head of US Consumer Advertising at Citi.
- [Jennifer Prosek](https://thefcs.org/speaker/jennifer-prosek) - Jennifer Prosek is the founder and Managing Partner of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Boston, Los Angeles, and Connecticut. The firm ranks among the top financial communications consultancies in the U.S. and UK. Prosek Partners was named among Forbes’ America’s Best PR Agencies
- [Stephanie Dobbs Brown](https://thefcs.org/speaker/stephanie-dobbs-brown) - Stephanie Dobbs Brown is a marketing leader with two decades of experience leading marketing, brand and PR across Fintech and data services. As Chief Marketing Officer at Intercontinental Exchange (ICE), a Fortune 500 data and technology company and owner of the New York Stock Exchange, Dobbs Brown is responsible for all components of marketing and
- [Rich Latour](https://thefcs.org/speaker/rich-latour) - Rich Latour is the Global Head of Content at BlackRock. In this role, Rich manages the firm's overarching public-facing editorial content and distribution strategy that develops the firm's narratives and turns them into videos, podcasts and other social media assets. These stories seek to explain BlackRock's business to wider audiences by highlighting BlackRock's thought leadership
- [Mathew Greenlay](https://thefcs.org/speaker/mathew-greenlay) - Mathew Greenlay is Head of Global Digital Marketing & Analytics at abrdn, which he joined in 2010.
- [Marleta Ross](https://thefcs.org/speaker/marleta-ross) - Marleta Ross is Managing Director and General Manager of the Chase Sapphire Credit Card portfolio with accountability for full P&L, brand strategy, product development and value proposition, new account originations, digital marketing, customer experience, portfolio marketing, strategic partnerships and credit risk. Prior to this, Marleta was Managing Director and Global Head of Digital for the
- [DeLonzo Rhodes](https://thefcs.org/speaker/delonzo-rhodes) - DeLonzo Rhodes is the Head of Diversity, Equity & Inclusion for Dotdash, which he joined in October 2020.
- [Angela Bostick](https://thefcs.org/speaker/angela-bostick) - Angela Bostick is the Chief Marketing & Communications Officer for The Wharton School at The University of Pennsylvania. In this capacity, she oversees a 30+ team of talented staff tasked with aiding internal business units with the strategic revenue and reputational growth of the Wharton School. The department delivers traditional marketing expertise by way of
- [Wittney Rachlin](https://thefcs.org/speaker/wittney-rachlin) - With over 20 years of financial services experience, Wittney has led high-impact growth marketing and operational initiatives for global consumer financial leaders with a proven track record in customer acquisition and retention. Prior to Yieldstreet, Wittney oversaw marketing, creative and growth opportunities as Chief Growth Officer the cryptocurrency start-up BlockFi. As General Manager at Prudential
- [Aaron Lenehan](https://thefcs.org/speaker/aaron-lenehan) - Aaron is currently Executive Director, Head of Firm-wide User Experience Design at Morgan Stanley. In this capacity Aaron leads a team of design professionals responsible for setting the standards of customer facing experience design and digital branding. With his 30 years’ experience across marketing, technology start-ups and financial sectors, Aaron draws on his expertise to
- [Stuart Blair](https://thefcs.org/speaker/stuart-blair) - With a background in helping to create inclusive products, Stuart has a keen interest in removing barriers through the use of innovative and inclusive technology to provide equal access for everyone. Throughout Stuart’s career, he has worked alongside large government bodies, small start-up businesses, and everything in between. He cares deeply about unlocking everyone’s
- [Ahmed Yearwood](https://thefcs.org/speaker/ahmed-yearwood) - Ahmed Yearwood is the owner and founder of Y INTERACT, a creative group specializing in interactive design and video production. In 2019, Ahmed joined Princeton University to oversee user experience design of applications that empower students, faculty and staff with accessible information, digital tools and resources.
- [Dominic Maher](https://thefcs.org/speaker/dominic-maher) - Dominic Maher has been working in accessibility for over 12 years, with roughly half that time spent working on accessible design systems in the Finance sector. As an ex screen reader developer and user trainer, he brings insight to the challenge of accessible design at the level of both the user and the corporation.
- [Linda Arrington](https://thefcs.org/speaker/linda-arrington) - Linda Arrington is the Chief Marketing Officer for the Commerical Bank at JP Morgan Chase, which she joined in 2021.
- [Jeremy Olshan](https://thefcs.org/speaker/jeremy-olshan) - Jeremy Olshan is Editor in Chief of MarketWatch.
- [Kim Rosenblum](https://thefcs.org/speaker/kim-rosenblum) - Kim Rosenblum is Betterment’s Chief Marketing Officer. She oversees all of Marketing at Betterment which includes: Product & Growth as well as the Brand Creative Studio, Website Experiences, Press, Analytics and the Insights teams. Previously, Kim led marketing and creative for major media brands including Nickelodeon and TV Land. She was also part of the
- [Lule Demmissie](https://thefcs.org/speaker/lule-demmissie) - As President of Ally Invest, Lule is responsible for Ally Invest Securities, Ally Invest Advisors, and API business lines. This includes the products and services delivered to Ally’s all-digital client base; the shaping of the end-to-end client experience; and the management of the P&L and growth strategy for the business. Lule has a passion for investor behavior, agile product
- [Cynthia E. Sachs](https://thefcs.org/speaker/cynthia-e-sachs) - Cynthia is a Managing Director of Yieldstreet responsible for its art finance vertical, Athena Art Finance. She has over 25 years of asset-based lending and high-yield corporate credit experience across debt origination, structuring, portfolio management and trading (par and distressed). Previously, Cynthia ran Morgan Stanley’s global proprietary corporate credit platform within its Securitized Products Division,
- [Timothy Kompanchenko](https://thefcs.org/speaker/timothy-kompanchenko) - Timothy Kompanchenko is the Chief Technology Officer of Artory, which he joined in 2019.
- [Elizabeth von Habsburg](https://thefcs.org/speaker/elizabeth-von-habsburg) - Elizabeth brings 30 years of experience in the art world to Winston Art Group. Before joining Winston Art Group, she was President of the US operations for another art advisory and appraisal firm where she worked for 18 years. Prior to that, she was Vice President and Director of the Estates and Appraisals department of
- [Sandy Lee](https://thefcs.org/speaker/sandy-lee) - Sandy Lee is a Managing Director at Kinneret Group, which she joined in 2018. Sandy is also an Adjunct Professor at New York University, where she conducts graduate-level art markets seminars.
- [Genesis Garcia](https://thefcs.org/speaker/genesis-garcia) - Genesis Garcia is a Vice President for BNY Mellon Pershing. She is the Senior Marketing Manager for the Latin America and Asia Pacific Client Relationship teams. Through her work she develops global and multi-lingual content, brand and social strategy to drive client engagement and organic growth. As an active leader in the LGBT+ community, Genesis
- [Gregory Lewis](https://thefcs.org/speaker/gregory-lewis) - Gregory Lamar Lewis is a global marketer with over a decade of experience designing integrated campaigns for leading brands that drive long-term brand loyalty with consumers across the globe. In his current role as VP, Global Marketing at Citi, he is focused on creating innovative and impactful campaigns that differentiate Citi’s Industry leading products and
- [Shae Carroll](https://thefcs.org/speaker/shae-carroll) - Shae Carroll is the Director of Social Sales at Forbes, driving social media partnerships worldwide for the Forbes brand. Over the four years that Carroll has been at Forbes, he’s focused on building new social media offerings for strategic revenue partners. He works to integrate social media into digital content, video, and live/virtual events, ultimately helping
- [Benji Baer](https://thefcs.org/speaker/benji-baer) - As CBRE’s Chief Marketing Officer, Benji Baer is responsible for developing a strategic marketing platform that is customer obsessed, data driven and adaptable to a changing industry landscape. She collaborates across the organization to build a distinct and valued CBRE experience from brand strategy to point of sale that helps drive growth across all business
- [Christina Smedley](https://thefcs.org/speaker/christina-smedley) - Christina Smedley is Chief Marketing and Communications Officer at Robinhood, a fast-growing brokerage giving millions of people access to our financial system. She is responsible for telling Robinhood’s story across all brand, marketing and communication channels. Before joining Robinhood Christina was a Vice President at Facebook where she worked with the teams at Messenger, Libra
- [Jarad Fisher](https://thefcs.org/speaker/jarad-fisher) - Jarad Fisher is the Chief Commercial Officer at Dave. Jarad drives the strategy behind expanding Dave’s product suite and partnerships to benefit the company’s eight million current customers and establish Dave as a global leader in financial services. He also has responsibility for all of Dave’s core business operations and performance, including Dave Banking. While
- [Nathaniel Popper](https://thefcs.org/speaker/nathaniel-popper) - Nathaniel Popper covers finance and technology from San Francisco for The New York Times. He is the author of "Digital Gold: Bitcoin and the Inside Story of the Misfits and Millionaires Trying to Reinvent Money." Before joining The Times he was a reporter at The Los Angeles Times and The Forward.
- [Jeanette Volpi](https://thefcs.org/speaker/jeanette-volpi) - Jeanette Volpi is a corporate communications executive with over 20 years of experience promoting and protecting market-leading technology, financial and media brands in New York, San Francisco, and London. She is currently Senior Vice President, Head of Global Corporate and North America Communications at Visa. In this capacity, she is responsible for driving Visa’s business
- [Melissa Alvarado](https://thefcs.org/speaker/melissa-alvarado) - Melissa Alvarado is chief marketing officer of Chime, overseeing analytics, brand and growth marketing. Prior to joining Chime, Melissa held senior-level roles at mobile banking app PageOnce (now part of Intuit), and advertising technology firm Adchemy. Melissa began her career at Capital One as an analyst for the risk group. A native of Honduras, Melissa
- [Jennifer Mathissen](https://thefcs.org/speaker/jennifer-mathissen) - Jennifer Mathissen is Santander N.A.’s newly-named Chief Marketing Officer, and recently started her position on November 1, 2020. In her role, she is responsible for being a strategic partner in driving business growth and customer loyalty. She also oversees the customer experience team. Jennifer has more than 20 years of experience, with expertise in acquisition
- [Lee Hurley](https://thefcs.org/speaker/lee-hurley) - Lee Hurley serves as chief marketing officer at Northwestern Mutual, a leading financial services firm specializing in comprehensive financial planning though the integration of both insurance and investments to help clients become more financially secure. In her role, Lee sets the vision of an enterprise-wide marketing strategy and is at the center of the brand’s recent
- [Lorna Kapusta](https://thefcs.org/speaker/lorna-kapusta) - Lorna Kapusta is Head of Women and Investing at Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 30 million individuals, institutions and financial intermediaries. In her role, Lorna is responsible for a firm wide initiative committed to empowering women
- [Tim Rea](https://thefcs.org/speaker/tim-rea) - Tim Rea is chief marketing officer of Edward Jones. In this role, he leads the firm’s client insight, attraction and experience teams in addition to the firm’s marketing and advertising, branding and reputation management. With a focus on keeping the client at the heart of the firm’s mission, Tim applies 30 years of multi-industry leadership
- [Cathy Stahl](https://thefcs.org/speaker/cathy-stahl) - Ms. Stahl is a managing director in the Newport Beach office and global head of marketing at PIMCO. She also co-leads, with the CTO, PIMCO’s Global Digital effort and oversees PIMCO’s philanthropy platform, Purpose at PIMCO. Prior to joining PIMCO in 2011, Ms. Stahl was a managing director and head of marketing at Allianz Global
- [April Ferrell](https://thefcs.org/speaker/april-ferrell) - April is Global Managing Director, Wealth & Asset Management of Barron’s Group. In this role, she heads up partnerships and relationships with the asset management community across the globe. April also manages content from the asset manager cohort for the Barron’s Advisor Summits, which includes all advisor channels and wealth management firms. She joined Barron’s
- [Renée Baker](https://thefcs.org/speaker/renee-baker) - Renée Baker is head of PCG Advisor Inclusion Networks at Raymond James, providing corporate support and leadership for the Women Financial Advisors Network, Black Financial Advisors Network and Pride Financial Advisors Network. In her role, she focuses on increasing representation of diverse advisors within the firm and the industry as a whole, working closely with
- [Deborah Bussière](https://thefcs.org/speaker/deborah-bussiere) - Deborah A. Bussière is an accomplished global Marketing and Business Development C-level Executive. Equally at home in a corporate, startup or turnaround environment, Deborah ensures companies achieve their revenue targets by implementing high-impact marketing and business development programs. In May 2017, Deborah was named Global Chief Marketing Officer of Broadridge Financial Solutions (NYSE: BR), a
- [Tony Wells](https://thefcs.org/speaker/tony-wells) - Tony Wells is the Chief Brand Officer at USAA, leading Marketing, Corporate Communications, Military Affairs, Corporate Responsibility, Brand Shared Services and Diversity & Inclusion, including the USAA Foundation and the USAA Educational Foundation. Under Tony’s leadership, the Brand team protects, promotes and advocates for the USAA Brand, fulfilling the association’s mission to ensure the financial
- [Audrey Choi](https://thefcs.org/speaker/audrey-choi) - Audrey Choi is Morgan Stanley’s Chief Marketing Officer and the firm’s first Chief Sustainability Officer. She serves on the Firm’s Management Committee and is the founding CEO of Morgan Stanley’s industry-leading Institute for Sustainable Investing. As Chief Sustainability Officer, Audrey oversees Morgan Stanley’s global efforts to promote sustainability through the capital markets. Over the last
- [Leanne Fremar](https://thefcs.org/speaker/leanne-fremar) - Leanne Fremar is the Chief Brand Officer for JPMorgan Chase, leading brand strategy across Chase, J.P. Morgan and JPMorgan Chase. Her responsibilities cover consumer insights, branding, creative, advertising, content, video and employer brand across the firm. Leanne joined the firm in September of 2018 from Starbucks, where she was the executive creative director, leading global
- [Jim Frawley](https://thefcs.org/speaker/jim-frawley) - Jim Frawley is a Columbia University certified Executive Coach and the Founder of Bellwether, a company dedicated to helping organizations and people build resiliency, adapt to change and thrive in rapidly shifting contexts. Over his twenty-year career, he has internationally created and implemented corporate training programs, complex marketing and PR plans, business strategy and administrative
- [Winnie Sun](https://thefcs.org/speaker/winnie-sun) - With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor and is a regular Good Day Los Angeles, Fox News and Digital Trends television contributor. Winnie is one of the most trusted and followed financial voices on social media today.
- [Rashaad Denzel](https://thefcs.org/speaker/rashaad-denzel) - With years of experience working within the marketing and public relations industry, Rashaad Denzel currently serves as a project manager on the content partnerships team at Forbes Media. His work is essential in propelling the successful delivery of content partnership programs on Forbes.com that include companies like Cole Haan, MasterCard, Zoom and many more. Outside
- [Leonor Palao](https://thefcs.org/speaker/leonor-palao) - Leonor Palao is VP, Brand at J.P Morgan Asset Management, which she joined in 2020.
- [Vanessa Romann](https://thefcs.org/speaker/vanessa-romann) - Vanessa has an insatiable curiosity for understanding human behavior, always using data and insight as a force and a differentiator for business growth. She has worked with 20+ blue-chip clients and agencies during times of massive transformation in their lifecycles. Her experience is heavily grounded in financial services, and also includes CPG, technology, and wellness.
- [Luigi Laredo](https://thefcs.org/speaker/luigi-laredo) - Luigi Laredo is the Director of Digital Marketing for Royce Investment Partners, which he joined in 2018.
- [Sadé Muhammad](https://thefcs.org/speaker/sade-muhammad) - Sadé Muhammad is Forbes’ Director of the Representation & Inclusion Partnerships and leads the Representation & Inclusion Practice, a practice she developed in January 2020. The practice is designed to unite marketers with leading voices to challenge existing systems and processes. In September 2020, she was awarded the International Media News Association’s 30 Under 30
- [Jenna Lebel](https://thefcs.org/speaker/jenna-lebel) - Jenna is a passionate marketer with a track record of success in a variety of settings from tech startups to agencies to Fortune 100 insurance company. As Chief Marketing Officer of Liberty Mutual Insurance, Jenna leads the development and execution of the company’s overall marketing strategy. She is responsible for building the Liberty Mutual brand,
- [David Williams](https://thefcs.org/speaker/david-williams) - Dave Williams started his career at Young & Rubicam NY working on a variety of consumer brands, including AT&T, Colgate-Palmolive and Campbell’s Soup. He’s been part of the Marketing team at New York Life for over 8 years, where he leads brand advertising, sponsorships and creative services. He has been enjoying his lockdown in Connecticut
- [Bruce Ditman](https://thefcs.org/speaker/bruce-ditman) - Bruce Ditman in the Chief Marketing Officer of Marcum LLP, which he joined in 2010. Bruce is an experienced marketing professional with a demonstrated history of applying tested principals of marketing to real-life business opportunities. His career across professional services and media has spanned executive level marketing and sales leadership (CMO), departmental organization and optimization,
- [Michael Lacorazza](https://thefcs.org/speaker/michael-lacorazza) - Michael Lacorazza is EVP, Chief Marketing Officer for Wells Fargo, which he joined in 2012.
- [James White](https://thefcs.org/speaker/james-white) - James White joined Lord Abbett in October of 2018 as the firm’s first Head of Diversity & Inclusion where he is tasked with leading the development of a multi-year strategy to establish inclusion as a core value and competitive advantage for the firm. Implementation of this strategy entails establishing an ongoing, cultural change management process
- [Chardia Christophe - Garcia](https://thefcs.org/speaker/chardia-christophe-garcia) - Chardia Christophe - Garcia is a marketing and events professional with over 13 years of experience working in publishing and media. She is currently the Executive Director, Audience and Community Marketing at Forbes focusing on event audience development, where she manages the strategy, marketing and delegate recruitment for approx. 20+ ForbesLIVE events (virtual and in-person)
- [Justin Grant](https://thefcs.org/speaker/justin-grant) - Justin Grant is Vice President, Corporate Communications, at JPMorgan Chase, which he joined in 2019.
- [Chrisinda Mowrer](https://thefcs.org/speaker/chrisinda-mowrer) - Chrisinda Mowrer is the vice president of Consumer Engagement and Loyalty at Voya Financial. In this role, she oversees the marketing strategy and execution of all participant and consumer facing marketing materials. Chrisinda is responsible for the consumer engagement group at Voya who manages all participant strategy and communications. This team is responsible for servicing Voya
- [Devin Banerjee, CFA](https://thefcs.org/speaker/devin-banerjee-cfa) - Devin Banerjee is the senior financial services editor at LinkedIn, where he oversees financial content and editorial strategy for the world's largest professional networking platform. LinkedIn had more than 722 million members in more than 200 countries as of November 2020. Banerjee was previously an editor and reporter at Bloomberg, where he covered investment management before overseeing
- [Christa Spencer](https://thefcs.org/speaker/christa-spencer) - As senior vice president of marketing & communications for Mariner Wealth Advisors, Christa supports the firm by developing, creating and executing marketing strategies that align with the goals and initiatives set forth by the firm’s executive team. With more than 25 years of marketing experience, Christa started her career as a copy editor for the
- [Rebecca Blumenstein](https://thefcs.org/speaker/rebecca-blumenstein) - Rebecca Blumenstein has been deputy managing editor of The New York Times since February 2017, where she heads the digital report and focuses on making The Times an essential destination for business, economics and technology coverage. Previously, she was deputy editor in chief of The Wall Street Journal. Before that, she was the Journal’s Page
- [Nicole Pullen Ross](https://thefcs.org/speaker/nicole-pullen-ross) - Nicole is region head of the New York Private Wealth Management (PWM) business and is also head of the PWM Sports and Entertainment Solutions (SES) offering, which her team launched in 2018. SES offers clients in the sports and entertainment industries advice and access to the firm’s global resources and network. She is also a
- [Kim Grant](https://thefcs.org/speaker/kim-grant) - Kim F. Grant is the Strategic Communications Planning and Paid Media Executive for Bank of America, Merrill and Global Markets. A 23 year veteran of BofA, Kim leads a diverse and dynamic team tasked with harnessing consumer insights and designing communications strategies across paid, owned and earned channels. She is responsible for all paid investment
- [Barri Rafferty](https://thefcs.org/speaker/barri-rafferty) - Barri Rafferty is the head of Communications, where she oversees Wells Fargo’s media relations, external and internal communications, storytelling, reputation management, brand strategy and management, advertising, sponsorships, and heritage and museums. She directs a team of more than 500 communicators and marketing professionals who serve various stakeholders, including the company’s approximately 266,000 employees. A strategic
- [Connie Weaver](https://thefcs.org/speaker/connie-weaver) - Connie Weaver is the Chief Marketing Officer of Equitable and a member of the company’s Operating Committee. In this role, Ms. Weaver oversees and aligns marketing, digital, and insights and analytics efforts to advance business objectives and grow the strategic value and positioning of the company through deeper client engagement and an enhanced end-to-end client
- [Alanna Nensel](https://thefcs.org/speaker/alanna-nensel) - Alanna Nensel is Global Head of Brand, Creative and Digital Design at Janus Henderson Investors. She is responsible for managing a global team consisting of five main functions: Brand, Creative, Multimedia, Advertising, and Digital Design & Delivery. Previously, Alanna was Head of North America Channel Marketing at Janus Henderson, responsible for marketing strategy, prioritization and
- [Sylvia Toense](https://thefcs.org/speaker/sylvia-toense) - As head of Global Brand Marketing, Sylvia Toense is responsible for T. Rowe Price’s enterprise brand strategy and management, retirement thought leadership, US investment public relations, and centers of excellence for market research, advertising, and social media. Sylvia is a member of the firm’s Global Distribution Executive Committee and also the chair of the Marketing Leadership
- [Barbara Chandler](https://thefcs.org/speaker/barbara-chandler) - Barbara’s experience and passion is in leading complex, multi-channel retail brands. After joining Deutsch in 2007 she helped win the PNC Bank business, and today continues to oversee all integrated brand building efforts across its various divisions. In addition to PNC, Barbara also has overseen work for Spectrum, USAA and the American Heart Association while
- [Dresdyn Hefferen](https://thefcs.org/speaker/dresdyn-hefferen) - Dresdyn Hefferen is senior vice president and marketing director for the Brand Management and Marketing Centers of Excellence team for The PNC Financial Services Group, Inc. In this role, Hefferen leads the brand strategy and advertising efforts for the retail and corporate bank within PNC’s marketing organization. Her areas of responsibility include brand management, traditional
- [Betsy Palmer](https://thefcs.org/speaker/betsy-palmer) - Betsy Palmer is a marketing and public relations leader with years of experience in driving impactful programs in a variety of industries, including financial services, global consulting, telecommunications and the government. In her current role as Chief Marketing & Communications Officer, AIG Life & Retirement, Palmer has responsibility for all marketing, communications, stakeholder management, industry
- [Jason Musante](https://thefcs.org/speaker/jason-musante) - Jason Musante is the Chief Creative Officer at Huge where he has led the transformation of the agency's global integrated creative offering. His efforts landed him on Adweek’s “Creative 100” and helped Huge earn Campaign’s “Innovation Agency of the Year” award in 2019. Based in Brooklyn, Jason leads the creative team across Huge's 13 offices, helping clients
- [Jackie DeAngelis](https://thefcs.org/speaker/jackie-deangelis) - Jackie DeAngelis joined the FOX Business Network (FBN) as a financial correspondent in April 2019. In this capacity, she covers breaking business news out of the network’s headquarters in New York. Prior to joining FBN, DeAngelis spent 13 years at CNBC where she was the network’s chief energy correspondent as well as the anchor of
- [Liz Kiehm](https://thefcs.org/speaker/liz-kiehm) - Liz is the Global Head of Social Media for State Street Global Advisors’ ETF business. She is a firm advocate of using social media for full funnel marketing, crafting strategies and tactics to align with the purchase cycle. She draws from her prior experience at Upworthy, an award-winning social publishing pioneer, as well as her
- [Amy Ricketts](https://thefcs.org/speaker/amy-ricketts) - As Senior Account Director, Amy heads the EMI team that provides strategic guidance and tactical support for the award-winning State Street SPDR ETFs social program. Prior to focusing on social media, she leveraged her broad MarCom background to drive engagement and product consideration through direct marketing channels. Prior to joining EMI in 2013, Amy worked
- [Michael Katz](https://thefcs.org/speaker/michael-katz) - Mike Katz leads Enterprise Financial Services Sales at LinkedIn. He is responsible for partnering with Fortune 500 brands and agencies to connect, inspire and inform professionals on the LinkedIn platform. Mike is a proven leader who has grown and developed teams leveraging his publisher and ad tech background in combination with his passion for the marketing,
- [Andrew Chesney](https://thefcs.org/speaker/andrew-chesney) - Andrew Chesney is the President of Fundamental Media LLC, an award winning media, marketing agency and consultancy in the investment management vertical. He is passionate about transparency within the media industry, and works closely with partners providing strategic marketing and media solutions that deliver integrated, scalable and measurable campaigns to the heart of their target
- [Alix Mills](https://thefcs.org/speaker/alix-mills) - Alix Mills is the Global Head of Events at Bloomberg L.P., the leading provider of financial news and information. She leads a high performing, motivated team of event marketers strategically located in 11 countries. Together, they oversee the strategy, creativity, innovation and executional excellence of Bloomberg’s global event portfolio of virtual, in-person and hybrid engagements.
- [Dana Caragine](https://thefcs.org/speaker/dana-caragine) - Dana Caragine is a Senior Marketing Manager at Wilmington Trust, which she joined in 2018.
- [Meghan McCartan](https://thefcs.org/speaker/meghan-mccartan) - Meghan McCartan is an accomplished senior marketing executive with proven experience launching and revitalizing marketing and branding campaigns from the ground up, both as an in-house executive team leader and as a dedicated consultant for B-to-B and B-to-C firms. Most notably, Meghan has worked with firms to develop and roll out comprehensive marketing strategies including
- [Angie Newman](https://thefcs.org/speaker/angie-newman) - Bringing a career of more than 30 years as a financial advisor to the exclusive Private Wealth Management division of UBS, Angie offers extensive capital markets experience, deep investment knowledge and an astute perceptiveness about people and their needs. She was named “Best in State” and “Top Woman Advisor” by Forbes magazine for 2019 and
- [Jean Lavin](https://thefcs.org/speaker/jean-lavin) - Jean Lavin provides communications advice, coaching and training to financial services firms and professionals in many other industries including law, technology, and real estate – coaching everyone from art curators to blockchain experts, financial advisors, portfolio managers, bankers and CEOs. She is recognized for her skill in helping individuals and companies develop messages that resonate
- [Michael Solomon](https://thefcs.org/speaker/michael-solomon) - Michael “wrote the book” on understanding consumers. Literally. Hundreds of thousands of business students have learned about Marketing from his books including Consumer Behavior: Buying, Having, and Being -- the most widely used book on the subject in the world. Michael’s mantra: We don’t buy products because of what they do. We buy them because
- [Leslie Zane](https://thefcs.org/speaker/leslie-zane) - Nicknamed “Miss Question” by her business school classmates, Leslie Zane’s endless intellectual curiosity fueled her search for the elusive key to changing customer behavior. Working in brand management for blue chip companies, Zane found success to be remarkably “hit or miss.” So she struck out on her own and founded Triggers® to help companies create
- [Stephan Wiedner](https://thefcs.org/speaker/stephan-wiedner) - Stephan Wiedner is the CEO of Noomii.com, the world’s largest network of coaches whose purpose is to unleash the collective potential of people to solve the world’s biggest challenges. Noomii partners with forward-thinking, global organizations to design and deliver customized, scalable, and data-driven coaching initiatives. In 2019, Noomii.com partnered with The Fearless Organization to certify
- [Arun Sinha](https://thefcs.org/speaker/arun-sinha) - Transformational Global Chief Marketing Officer who specializes in building revenue, brand, image and reputation among customers, employees, media, Wall Street and regulators. Record of growing brands to top 100 Global Brands. Expertise in providing growth through global change management, data analytics and digital marketing, and growing customer experience to become market leader in a category.
- [Rishad Tobaccowala](https://thefcs.org/speaker/rishad-tobaccowala) - Rishad Tobaccowala is an author, speaker and advisor with four decades of experience specializing in helping people, organizations and teams re-invent themselves to remain relevant in changing times. Rishad’s book “Restoring the Soul of Business: Staying Human in the Age of Data” was published globally by Harper Collins in January 2020 and focusses on helping
- [Adam Grealish](https://thefcs.org/speaker/adam-grealish) - Adam Grealish is Director of Investing at Betterment. Prior to joining Betterment, Adam was a vice president at Goldman Sachs, where he traded macro credit products. Adam holds an honors degree in economics from University of Chicago.
- [Caleb Silver](https://thefcs.org/speaker/caleb-silver) - Caleb Silver has been the Editor in Chief of Investopedia since 2016. He is an award-winning media executive with more than 20 years of experience in business news, digital publishing and documentaries. Prior to joining Investopedia, Caleb was the Director of Business News for CNN and worked for the network for ten years in a
- [Noel Capon](https://thefcs.org/speaker/noel-capon) - Noel Capon is a distinguished member of the Marketing IMPACT Council Advisory Board. Professor Capon received his BSc and PhD in chemistry from the University College, London University; Dip BA from Manchester Business School; MBA from Harvard Business School; and PhD from Columbia Business School. He previously held faculty positions at UCLA and Harvard Business School before
- [Amy C. Edmondson](https://thefcs.org/speaker/amy-c-edmondson) - Amy C. Edmondson is the Novartis Professor of Leadership and Management at the Harvard Business School, a chair established to support the study of human interactions that lead to the creation of successful enterprises that contribute to the betterment of society. Edmondson has been recognized by the biannual Thinkers50 global ranking of management thinkers since
- [Jeffrey Henning, PRC](https://thefcs.org/speaker/jeffrey-henning-prc) - Jeffrey is a professionally certified researcher and has personally conducted over 1,000 survey research projects. Jeffrey is currently volunteering as the president of the Market Research Institute International, a non-profit providing continuing education to the research industry. In that role, he is overseeing a complete redesign of The Principles of Market Research course, which provides
- [John Greco](https://thefcs.org/speaker/john-greco) - John Greco is an award-winning CEO and recognized thought leader in all aspects of value creation for both for-profits and nonprofits. He is Cofounder, Chairman and CEO of Greco Enterprises, LLC, which includes Greco Associates (GA) and the Marketing IMPACT Council™ (Council). Through GA, John serves as Senior Executive Advisor to and chairs the advisory
- [Simon Erskine Locke](https://thefcs.org/speaker/simon-erskine-locke) - The founder & CEO of CommunicationsMatch™, Townhub and PR agencies, Simon Erskine Locke is a Hero Club member, Marketing IMPACT Council™ partner, & former head of communications functions at Morgan Stanley, Deutsche Bank & Prudential Financial. CommunicationsMatch™’s search & online RFP tools are used by companies, startups and C-SUITE Network™ members to find, shortlist and
- [Andrea Zaretsky](https://thefcs.org/speaker/andrea-zaretsky) - As Chief Marketing Officer, Andrea Zaretsky is responsible for defining and driving E*TRADE’s brand and marketing efforts across all retail channels. Andrea has an extensive background developing innovative business strategies to drive customer acquisition, loyalty, and engagement at iconic brands in both the Financial Services and Retail industries. She most recently served as Senior Vice
- [Porter Gale](https://thefcs.org/speaker/porter-gale) - Working in an industry like financial services and tech, Porter has often been the only woman in the room. But that doesn't stop this amazing marketing powerhouse who has been recognized across the industry as a marketing leader by organizations such as The Advertising Women of New York and publications such as AdAge and iMedia. She has
- [Sheryl Markov](https://thefcs.org/speaker/sheryl-markov) - Sheryl Markov is Head of Digital Marketing COE at Northern Trust, which she joined in 2004.
- [Marianne Hewitt](https://thefcs.org/speaker/marianne-hewitt) - Ms. Hewitt is an accomplished financial services senior marketer and consultant with expertise in inbound and outbound marketing programs that deliver high quality leads and ultimately profitable organic growth. She is recognized for implementing marketing, sales and technology strategies and tactics with proven success in today’s multi-channel engagement economy. Areas of expertise include: Development of
- [Pamela Delaney](https://thefcs.org/speaker/pamela-delaney) - Pamela Delaney is Executive Director, Advisory Services | Digital Transformation | Financial Services, at EY, which she joined in 2019.
- [Melissa Kivett](https://thefcs.org/speaker/melissa-kivett) - Melissa Kivett is chief marketing and customer experience officer for Prudential’s Individual Solutions Group (ISG). She is a member of the ISG, Individual Life Insurance and Annuities Senior Leadership Teams, responsible for creating relevancy and adoption of the unique financial solutions that meet protection and income needs of Americans. Kivett represents Prudential as a founding
- [Michelle Malcolm](https://thefcs.org/speaker/michelle-malcolm) - Michelle Malcolm is the VP of Institutional Marketing at E*TRADE. She oversees the planning, execution, and measurement of institutional client initiatives promoting E*TRADE’s offering to drive growth, market share, and client retention. Prior to joining E*TRADE in 2019, Malcolm held numerous roles over her 11-year tenure at CME Group, most recently leading institutional marketing for
- [Neil Siegel](https://thefcs.org/speaker/neil-siegel) - Neil Siegel is Chief Marketing Officer for Macquarie, which he joined in 2015.
- [Hugh Dineen](https://thefcs.org/speaker/hugh-dineen) - Hugh Dineen is the Chief Marketing Officer for all of MetLife U.S. and Global Institutional Marketing. In this role he heads U.S. Marketing, Global MetLife Investment Management (MIM) Marketing and Global Employee Benefits (GEB) Marketing. He is responsible for partnering with the U.S. business, MIM and GEB Heads, to lead marketing transformation, ensuring best-in-class practices.
- [Kari Axberg](https://thefcs.org/speaker/kari-axberg) - As the Co-Head of Marketing at New York Life, Kari oversees the expression of the brand, including strategy, insights, customer experience and creative. Since joining New York Life in 2008, Kari has established the visual and verbal expression of the brand, connecting it in new and impactful ways across all channels, experiences and audiences. Prior
- [April Rudin](https://thefcs.org/speaker/april-rudin) - Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends, and by her expertise in digital and traditional media, she leads a firm that designs bespoke marketing campaigns for some of
- [Chris Patterson](https://thefcs.org/speaker/chris-patterson) - Chris Patterson is the Chief Marketing & Communications Officer at Geller & Company. He has more than 25 years of experience helping organizations grow revenue, launch services, enter markets and build brands. Chris has lived and worked in several countries around the world, including the US, UK and Canada. Chris is responsible for all marketing
- [Paul Nobile](https://thefcs.org/speaker/paul-nobile) - Paul Nobile is CMO at Artivest, a technology-led firm that is transforming the way Financial Advisors and High Net Worth Investors access, evaluate and invest in Alternatives. Paul brings more than 25 years of global marketing and financial services experience to Artivest. As a senior leader, Nobile partners with teams across Artivest to position the
- [Janet Kelly](https://thefcs.org/speaker/janet-kelly) - Janet Kelly is a Director for BNY Mellon | Pershing, and leads Pershing’s Practice Management Consulting team. With over 30 years in the financial services industry, Janet has successfully engaged and inspired hundreds of individuals and teams, including financial advisors, private bankers, institutional salespeople and senior executives. These professionals look to her for guidance and
- [Eric Wilker](https://thefcs.org/speaker/eric-wilker) - Eric Wilker is the Senior Vice President, New Growth Initiatives and Partnerships, at Warner Media, Corporate Synergy. In this position, Wilker is responsible for generating new revenue growth through innovative partnerships and synergy opportunities through the combined assets and capabilities across AT&T including Warner Media and Xander. HBO Max, AVOD the future of digital advertising
- [Stephanie Chang](https://thefcs.org/speaker/stephanie-chang) - Stephanie Chang is a veteran editor, writer and content strategist whose team produces powerful storytelling in various forms—from videos to articles to data visualizations and podcasts—for advertising clients of The Wall Street Journal/Barron's Group. Prior to joining WSJ, Stephanie served as the editor of PC Magazine, was a content strategy director at JWT and executive
- [Kathryn Ferrero](https://thefcs.org/speaker/kathryn-ferrero) - Kathryn Ferrero is the Chief Marketing Officer of Equitable.
- [Paul Gennaro](https://thefcs.org/speaker/paul-gennaro) - Paul J. Gennaro is senior vice president, Brand and Corporate Communications, and chief brand and communications officer for Voya Financial (NYSE: VOYA), which helps Americans plan, invest and protect their savings — to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya
- [Howard Grosfield](https://thefcs.org/speaker/howard-grosfield) - Howard Grosfield currently serves as Executive Vice President & General Manager of U.S. Consumer Marketing Services at American Express. In this role, he manages and leads all marketing activity for the U.S. Consumer Card business including new customer acquisition, cardmember marketing and engagement, operational excellence and the Amex Advance business. Prior to this role, Howard
- [Steve Arthur](https://thefcs.org/speaker/steve-arthur) - Stephen Arthur leads Google’s focus on driving digitization and growth in the Financial Services sector. He helps companies maximize profit in a complicated world of accelerating consumer expectations and dynamic industry trends. Google has seven major platforms, each with over one billion users, including Google Search, YouTube, GMail, Maps, Chrome, Android, and the Google Play
- [Jenifer A. Aronson, CFA](https://thefcs.org/speaker/jenifer-a-aronson-cfa) - Jenifer A. Aronson, CFA is the Founder and Managing Partner of Mosaic Fi LLC. She is a member of the board of CFA Society Chicago.
- [Charles Brandl](https://thefcs.org/speaker/charles-brandl) - Charles Brandl is Executive Group Director at Ogilvy in Chicago.
- [Laura Gregg](https://thefcs.org/speaker/laura-gregg) - Laura Gregg is Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds, managed by Northern Trust. She is focused on leading the firm’s proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices to help them grow their businesses. She speaks regularly
- [Sara Murphy](https://thefcs.org/speaker/sara-murphy) - As Head of Platform Solutions at Alternative Investment Exchange (AIX), Sara Murphy focuses on research and development for AIX’s platform, which is designed to provide industrywide technology solutions for non-traded alternative investments. As part of the AIX leadership team, she also oversees product management, design, operations and client services. Prior to her current role, Sara spent five years in various roles in the Marketing
- [Nate Anderson](https://thefcs.org/speaker/nate-anderson) - Nate Anderson is Director - Marketing Research, Data & Analytics at FS Investments, which he joined in 2013.
- [Donna McFarland](https://thefcs.org/speaker/donna-mcfarland) - Donna is a senior-level marketer with deep client-side and consulting experience. She has over 30 years experience in financial services marketing/research experience both having owned and operated her own consulting businesses as well as working in senior-level client-side roles. Over her career, she held senior-level marketing positions with Lincoln Financial Group (Chief Marketing Officer, Retirement
- [Stephanie Murphy](https://thefcs.org/speaker/stephanie-murphy) - Stephanie Murphy is a Senior Talent Acquisition Specialist at Vertex Inc., which she joined in 2016. She is passionate, energetic, creative and engaging recruiting expert with 15+years’ experience with building rewarding team, client and candidate relationships; recognized as an insightful contributor, collaborator and leader for talent acquisition process, compliance, and execution; holds the belief that
- [Jeff Strange](https://thefcs.org/speaker/jeff-strange) - Jeff is responsible for providing the highest level of service to FUSE clients. In his role he works closely with FUSE clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Jeff also contributes to the FUSE BenchMark series research and other FUSE research and consulting projects. Prior to joining
- [Jennifer Manser  O’Rourke](https://thefcs.org/speaker/jennifer-manser-orourke) - Jennifer Manser O’Rourke joined Schroders in 2006 and is based in New York. As the Head of Marketing & Communications, Americas, she is responsible for developing and managing the overall marketing strategy for the distribution channels in Americas including Intermediary, Institutional and Consultant and Research Relations, Offshore and Latin America. Her objective is to increase
- [Tom Kelly](https://thefcs.org/speaker/tom-kelly) - Tom is an accomplished Digital Strategist, with over 25 years of experience in the Insurance and Financial Services industries in roles ranging from product development, to marketing and communications, as well as in technical delivery. Tom’s passion is leading transformational change initiatives to help organizations take advantage of opportunities both created and demanded by customers
- [Renee Brown](https://thefcs.org/speaker/renee-brown) - Renee Brown joined OptumCare in 2018 after leading large marketing organizations in the Financial Services industry. Most recently, she was the Retail Chief Marketing Officer at TIAA. For 20 years prior, she was an Executive Vice President and leader across many parts of marketing for Well Fargo and Wachovia. She served as Director of Marketing
- [Joetta Gobell](https://thefcs.org/speaker/joetta-gobell) - Joetta Gobell is the Vice President of Research & Insights at Dotdash and joined the company in 2018. In her role at Dotdash she leads a team of researchers who: derive insights from first-party data to understand audiences and inform advertising partnerships; and execute large-scale primary research projects to inform product, editorial, and brand initiatives,
- [Paul Lim](https://thefcs.org/speaker/paul-lim) - Prior to joining BackBay, Paul was Deputy Editor at Money Magazine, where he oversaw all financial and investing coverage. While at Money, Paul also served as a contributing columnist for The New York Times, writing about investing and the markets for the Sunday business section. Before that, he served as the chief financial correspondent for
- [Alexandra Nawoichik](https://thefcs.org/speaker/alexandra-nawoichik) - Ms. Nawoichik is a Practice Management Specialist for Putnam Retail Management. She works closely with consulting teams across the Mid-Atlantic region to bring financial advisors innovative businessbuilding ideas and content to more effectively prospect, accumulate new households, and retain current clients. In addition, Ms. Nawoichik provides training on consultative technology and digital media strategies to
- [Jenine Garrelick](https://thefcs.org/speaker/jenine-garrelick) - Jenine Garrelick, CIMA®, is a senior managing director for MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). In this role, she has management oversight of the firm’s business development team and internal sales team, including the broker/dealer, financial institutions and defined contribution investment channels. Jenine has also been at the forefront of
- [Misty Lynch, CFP®](https://thefcs.org/speaker/misty-lynch-cfp) - Misty Lynch is Head of Financial Planning at John Hancock Advice. She is a CFP® Professional and Behavioral Financial Advisor™. What's more impressive is that Misty didn’t buy a single item of clothing or footwear in 2018; she’s competitive with New Year’s resolutions. When she’s not blogging, reminiscing on her rugby days, or tending to
- [Eric Roberge CFP®](https://thefcs.org/speaker/eric-roberge-cfp) - Eric Roberge, CFP®, is the founder of Beyond Your Hammock, a fee-only financial planning firm based in Boston, Massachusetts that specializes in providing planning services and investment management to professionals in their 30s and 40s. Pulling from more than a decade of experience as a financial advisor, Eric is also a columnist for Business Insider, Forbes, and Kiplinger
- [Kevin LaPierre](https://thefcs.org/speaker/kevin-lapierre-2) - Kevin LaPierre is Executive Director, Global Head of Customer and Product Marketing at CME Group, which he joined in 2010.
- [Iordanka Katardjieva](https://thefcs.org/speaker/iordanka-katardjieva) - Iordanka Katardjieva is Senior Manager, Advertising, for ProShare Advisors, which she joined in 2016. She is a hybrid strategist and results-oriented media expert, with over 10 years of experience in planning and implementing large scale cross-platform marketing campaigns. Iordanka is responsible for meeting all client business and marketing objectives through Digital Media and Emerging Media
- [Rebecca Oliver](https://thefcs.org/speaker/rebecca-oliver) - Rebecca M. Oliver is Managing Editor of Opinion & Analysis at Seeking Alpha. Prior to joining SA in 2011, she was Deputy Copy Chief at Forbes, where she facilitated production of high-profile special reports, like the Forbes 400, and helped to integrate the company’s web and print copydesks. Rebecca earned her degree in creative writing
- [Bre Rossetti](https://thefcs.org/speaker/bre-rossetti) - Bre has a background in both creative and media, which gives her a unique perspective into client business. In her 15+ year career Bre has worked on both sides of the Atlantic. Prior to landing on the East Coast, Bre was based in the UK where she where she was responsible for the launch of
- [Lauren Gimlett](https://thefcs.org/speaker/lauren-gimlett) - Lauren Gimlett has spent fifteen years working in the financial services arena driving growth of technology-led products and services. She’s held roles in marketing, growth strategy, product development and customer experience in both the B2B and B2C space, spanning both start-up and corporate environments including Goldman Sachs, American Express and Betterment. Currently, she leads Workplace
- [Lisa Leiter](https://thefcs.org/speaker/lisa-leiter) - Lisa Leiter is a senior vice president in the financial communications group, advising clients on media strategy, thought leadership and executive transitions. She is an award-winning content creator with more than two decades of experience as a broadcaster, print reporter and media strategist. She was most recently the Chief Content Officer for the Executives’ Club of
- [Maria Ferrante-Schepis](https://thefcs.org/speaker/maria-ferrante-schepis) - After more than 25 years as an executive in insurance and financial services, Maria’s charge is to focus on businesses’ most important opportunities for innovation, recognizing the significant public and government demand for change. Her mission is to enable like-minded professionals to proactively shape their own change before being disrupted. Maria identifies, examines and provides
- [Jennifer Breithaupt](https://thefcs.org/speaker/jennifer-breithaupt-2) - As Global Consumer Chief Marketing Officer at Citi, Jennifer oversees a team focused on crafting distinctive, impactful campaigns that differentiate Citi’s industry leading products and services and drive long-term brand loyalty with consumers across the globe. Since being named to this role in 2017, Jennifer has evolved the look, tone and feel of the global
- [Jennifer Breithaupt](https://thefcs.org/speaker/jennifer-breithaupt-3) - As Global Consumer Chief Marketing Officer at Citi, Jennifer oversees a team focused on crafting distinctive, impactful campaigns that differentiate Citi’s industry leading products and services and drive long-term brand loyalty with consumers across the globe. Since being named to this role in 2017, Jennifer has evolved the look, tone and feel of the global
- [Andrew Most](https://thefcs.org/speaker/andrew-most) - Andrew Most is Vice President of Marketing Communications, Creative and Content Strategy at Columbia Threadneedle Investments, a $469 billion asset manager. He has been with the firm for more than four years helping to oversee strategic marketing initiatives and managing a team of 25 people. Andrew has close to a decade of experience leading advertising,
- [Jennifer Breithaupt](https://thefcs.org/speaker/jennifer-breithaupt) - As Global Consumer Chief Marketing Officer at Citi, Jennifer oversees a team focused on crafting distinctive, impactful campaigns that differentiate Citi’s industry leading products and services and drive long-term brand loyalty with consumers across the globe. Since being named to this role in 2017, Jennifer has evolved the look, tone and feel of the global
- [David Rubin](https://thefcs.org/speaker/david-rubin) - David Rubin is the chief marketing officer of The New York Times where he is responsible for enterprise-wide brand strategy, creative, and media, as well as audience definition, strategy and targets. His work at The Times has included the development of the award-winning advertising campaigns “The Truth Is Hard,” which premiered on the Oscars broadcast in
- [Terence Freeman](https://thefcs.org/speaker/terence-freeman) - Terence Freeman is Director, Digital Client Experience at Edward Jones, which he joined in 2015.
- [Matt Perry](https://thefcs.org/speaker/matt-perry) - Matt Perry is Head of Digital Marketing at BMO Global Asset Management US, which he joined in 2010.
- [Jack Thurston](https://thefcs.org/speaker/jack-thurston) - Jack Thurston is Chief Marketing Officer, Livingstone Partners, which he joined in 2017.
- [David Duncan](https://thefcs.org/speaker/david-duncan) - David S. Duncan is a strategic advisor, writer and speaker on topics of growth and innovation. He is currently a Senior Partner at Innosight, based in Innosight’s global headquarters in Lexington, MA. He is a trusted advisor to top leaders at many of the world’s most iconic companies, helping them to navigate disruptive change, create
- [Amit Pandya](https://thefcs.org/speaker/amit-pandya) - Amit Pandya is Director, Head of Digital Strategy and Platforms, New York Life Insurance Company, which he joined in 2014.
- [Larry Black](https://thefcs.org/speaker/larry-black) - Larry Black is Managing Director, Global Head of Marketing at FTS Russell, which he joined in 2012.
- [Frances Cashman](https://thefcs.org/speaker/frances-cashman) - Fran Cashman is EVP, Head of Global Marketing and Communications, at Legg Mason, which she joined in 2010.
- [Mark McKenna](https://thefcs.org/speaker/mark-mckenna) - Mark McKenna is Head of Global Marketing for Putnam Investments, which he joined in 1994.
- [Jeanne Fu](https://thefcs.org/speaker/jeanne-fu) - Jeanne Fu is Vice President, Digital Marketing at M&T Bank, which she joined in 2019.
- [Bob Dannhauser](https://thefcs.org/speaker/bob-dannhauser) - Bob Dannhauser, CFA, FRM, CAIA is Head, Global Private Wealth Management at CFA Institute, which he joined in 2007.
- [Ben Harrison](https://thefcs.org/speaker/ben-harrison) - Ben Harrison is a Managing Director for Advisor Solutions at BNY Mellon | Pershing. Ben is head of Business Development and a member of the Executive Committee for Advisor Solutions. Previously, he led business development for advisory marketplace solutions on the West Coast. Prior to joining Advisor Solutions in 2006, Ben served as vice president
- [Stephen Mayrose, CFA®, CFP®](https://thefcs.org/speaker/stephen-mayrose-cfa-cfp) - Stephen Mayrose is a Financial Advisor and Portfolio Manager with Morgan Stanley Wealth Management, having worked previously for PaineWebber and UBS, in a career spanning over 20 years. He has earned the right to use both the CFA® (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations, and holds the FINRA Series 7 and 66
- [Stephen Mayrose, CFA®, CFP®](https://thefcs.org/speaker/stephen-mayrose-cfa-cfp-2) - Stephen Mayrose is a Financial Advisor and Portfolio Manager with Morgan Stanley Wealth Management, having worked previously for PaineWebber and UBS, in a career spanning over 20 years. He has earned the right to use both the CFA® (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations, and holds the FINRA Series 7 and 66
- [Tony Langham](https://thefcs.org/speaker/tony-langham) - Tony Langham co-founded Lansons in 1989 and has advised Governments, organisations and companies on their image and reputation for over 30 years. He has an active non executive career and has been named by Debrett’s as one of the 500 most influential people in the UK. Tony is Chief Executive and retains an active consultancy
- [Cheryl Krauss](https://thefcs.org/speaker/cheryl-krauss) - Cheryl Krauss will join Barings in Charlotte, North Carolina, on September 9 as Chief Communications Officer, a newly created position. A member of Barings' Executive Leadership Team, Cheryl will provide strategic direction and oversight for all global communications. Previously she was the Global Head of Communications for BNY Mellon Technology, Digital, Operations, and Client Communications for
- [John Piecuch](https://thefcs.org/speaker/john-piecuch) - John Piecuch is Head of Divisional Communications at S&P Global, leading the internal and external communications teams for the four divisions of S&P Global. Most recently, he was Head of Regional Communications – Latin America with S&P Global, where he created the company’s first communications program across all company divisions throughout the region. Previously, John
- [Susan Siering](https://thefcs.org/speaker/susan-siering) - Susan Siering is a 29 year PR veteran on Wall Street. She currently serves as Head of Media Relations for Morgan Stanley Wealth Management. Previously she spent 28 years in communications and public relations at Merrill Lynch/Bank of America. Amongst her many skills, she has extensive expertise in crisis communications and proactive media relations. She
- [Russell Findlay](https://thefcs.org/speaker/russell-findlay) - Russell Findlay is the Chief Marketing Officer of international specialist insurer Hiscox. Besides being CMO, he is the President of the Hiscox Foundation USA, the company’s non-profit charitable organization. Prior to Hiscox, he was the CMO of Major League Soccer and a marketing executive for PepsiCo, where he launched the Sierra Mist and PepsiMax brands.
- [John Tuders](https://thefcs.org/speaker/john-tuders) - John received his MBA from the University of North Carolina at Charlotte, where he helped launch and now teaches for the last 6 years a course for the Belk College of Business, titled “Design Thinking: Bringing Innovation to Life, Idea to Implementation”. John also works with the McColl School of Business at Queens University as
- [Stefan McVeigh](https://thefcs.org/speaker/stefan-mcveigh) - With more than 10 years of experience in the financial services industry, Stefan McVeigh leads business development strategy for Ally Invest. Stefan joined Ally through its acquisition of online broker TradeKing where he was responsible for business growth programming and execution. Post-acquisition, he played a lead role in the brand transition to Ally Invest and
- [Laurin Titus](https://thefcs.org/speaker/laurin-titus) - Laurin Titus leads Bank of America’s Consumer Marketing team for Brand, Deposits & Digital Banking, accountable for bringing the brand to life with Consumers and driving growth in customer adoption of our core banking products and services. Titus has over 20 years of senior leadership experience within financial services, with an emphasis on leading customer-centric
- [Kelli Messer](https://thefcs.org/speaker/kelli-messer) - Kelli Messer is a Vice President and Senior Counsel in Charlotte, NC on the eCommerce legal team. She joined the Legal Department at Wells Fargo in March 2016. Her responsibilities include ESIGN and electronic document delivery, Online and Mobile banking, digital product and channel marketing reviews, eLending initiatives, Virtual Channel project support, and WFVC Issue
- [Zach Anderson](https://thefcs.org/speaker/zach-anderson) - Zach Anderson leads digital and creative services for Zen & Art and is responsible for building customized solutions for his clients. Collectively, Zen & Art, and their partners have delivered cutting edge solutions across the Banking, Financial Services, Hospitality, and Software industries. Zach’s digital/creative experience comes from his previous roles at Robert Half’s “The Creative
- [Marie O'Neill](https://thefcs.org/speaker/marie-oneill) - As Senior Vice President of Marketing for Ameriprise Financial, Marie O'Neill is responsible for managing consumer insights, brand and consumer marketing, client communications, recruitment marketing and production services in support of the firm’s global business goals and operating principals. She has over 20 years of experience developing and leading brand and marketing for blue chips
- [Meredith Verdone](https://thefcs.org/speaker/meredith-verdone) - Meredith Verdone has been the Chief Marketing Officer of Bank of America Corporation since May 2017. She previously served as Head of Brand Marketing at Bank of America Corporation and served as its Enterprise Marketing and Market President Executive. She serves as a Director of Association of National Advertisers Inc.
- [Barbara Goose](https://thefcs.org/speaker/barbara-goose) - Barbara Goose is Chief Marketing Officer for John Hancock, the U.S. division of Toronto-based Manulife. Ms. Goose leads John Hancock’s marketing, branding, communications and customer engagement efforts, working closely with the company’s various businesses to support their growth plans. Ms. Goose joined John Hancock from Altisource, a leading financial technology company in the mortgage and
- [Ryan Stoer](https://thefcs.org/speaker/ryan-stoer) - Ryan is a strategic thinker focused on unlocking value from clients' marketing investments to drive results. He pursues excellence through a combination of expansive creative thinking paired with intellectual rigor. A self-described data nerd, he looks to analytics to inform decision making. His 14 years of experience in strategic media planning and buying spans banking, financial services, financial
- [Ryanne Bianchini](https://thefcs.org/speaker/ryanne-bianchini) - Ryanne is currently leading a team of media strategists servicing the Bank of America at the GroupeConnect (a Publicis solution) agency. Focused on digital planning and buying, she’s passionate about the evolution of digital consumer behavior, the prevalence of data signals and what it all means for advertisers. Prior to her work at GroupeConnect, Ryanne
- [Chris Sculles](https://thefcs.org/speaker/chris-sculles) - Chris is a founding principal of McGuffin Creative Group, a 15-year-old Chicago based agency. Focusing on corporate brand development, information design and technology solutions for professional services companies. He has helped clients such as Allstate, Bankers Life, Becker Professional Education, BMO Harris Bank N.A., CNO, CUNA Mutual Group, The Federal Savings Bank, GE Healthcare, and
- [Sana Ahmed](https://thefcs.org/speaker/sana-ahmed) - Sana’s experience is centered on transforming digital marketing capabilities for clients. She is avid about guiding clients towards an effective marketing strategy and operating in a continuous optimization mindset in order to stay digitally competitive in their industries. From client strategy to public relations to media planning and buying, she truly understands integrated marketing from
- [Dustin Cohn](https://thefcs.org/speaker/dustin-cohn) - Dustin Cohn is head of brand marketing for the Consumer and Investment Management Division. He is responsible for brand management, communications, advertising and customer insights for the division. Dustin is a sponsor of the Marcus by Goldman Sachs Diversity Council and a managing director ally of the Lesbian, Gay, Bisexual and Transgender Network. Previously, he
- [Kyle O’Brien](https://thefcs.org/speaker/kyle-obrien) - Kyle O’Brien is the Creative Works Editor for The Drum. In his career he has worked on all sides of the advertising and marketing world, as a journalist, copywriter and creative director. He has worked for The Oregonian newspaper, Nike and Entercom Radio, along with being a longtime freelancer for the agency and brand worlds.
- [Vivienne Hsu](https://thefcs.org/speaker/vivienne-hsu) - 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
- [Philip Byrne](https://thefcs.org/speaker/philip-byrne) - 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,
- [Paul Leibowitz](https://thefcs.org/speaker/paul-leibowitz-2) - 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.
- [Joanna McCormick](https://thefcs.org/speaker/joanna-mccormick) - Joanna McCormick is VP, Brand Planning, Advertising & Media at Amerprise Financial Services, which she joined in 2016.
- [Suzie Smith](https://thefcs.org/speaker/suzie-smith) - Suzie Smith is Content Marketing Manager for Hiscox, which she joined in 2013.
- [Jessica Cavalero](https://thefcs.org/speaker/jessica-cavalero) - 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,
- [Miriam Wolf](https://thefcs.org/speaker/miriam-wolf) - 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
- [Kara Schemmel](https://thefcs.org/speaker/kara-schemmel) - 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
- [Matt Johnson](https://thefcs.org/speaker/matt-johnson) - 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,
- [Jenn Eldin](https://thefcs.org/speaker/jenn-eldin) - Jenn Eldin currently leads Content & Social Media for Citi globally. Last year she spearheaded the launch of Life and Money by Citi, an award winning integrated content destination for the brand. She is a seasoned marketer with close to 15 years of experience in building brands and creating personalized experiences that drive demand. Prior
- [John von Brachel](https://thefcs.org/speaker/john-von-brachel) - John von Brachel, SVP, Content Marketing Executive, manages Bank of America’s Content Center of Excellence. In this role, John oversees enterprise-wide content strategy, the integration of content programs across the company and the tracking and measurement of content marketing success. Prior to joining Bank of America, John was a Group Managing Editor at Time Inc.
- [Jessica April](https://thefcs.org/speaker/jessica-april) - Jessica April is the VP of Strategic Partnerships for Reuters. In this role, Jessica manages relationships with off-platform partners in an effort to grow and monetize Reuters’ extended digital presence. Jessica also oversees the team that develops creative ideas for brand partners, as well as the group that is execution of all custom content and
- [Christine Smith](https://thefcs.org/speaker/christine-smith) - Christine Smith manages news partnerships as part of the Global Content Partnerships team at Twitter, where she facilitates relationships with leading television networks, print and digital publications, and other media and technology companies to create new revenue for Twitter and its partners. Previously, Christine worked at Fox News and CBS Corporation. Christine earned her BA
- [Francesca Federico](https://thefcs.org/speaker/francesca-federico) - Francesca Federico is a Principal and Co-Founder of Twelve Points Wealth Management. Before forming Twelve Points, Francesca began her career with The Buckley Group in 2008 and eventually left to build her own practice at Morgan Stanley. In 2014, Investment News named her one of the “Top 40 Under 40” advisors in the country. She
- [Jason Friday](https://thefcs.org/speaker/jason-friday) - As the Head of Wealth Management Planning, Jason is responsible for developing the strategy for personal financial planning activities across Citizens Wealth Management. Jason started his career at Citizens in 2017, and has 25 years of experience in the financial services industry. Prior to Citizens, Jason was the Head of Financial Planning for John Hancock
- [Mansfield Holmes](https://thefcs.org/speaker/mansfield-holmes) - Mansfield Holmes is a visiting professor at Suffolk University, specializing in corporate finance and wealth management. He has worked in a number of corporate accounting and analyst positions, including serving as a senior analyst in MFA Cornerstone Consulting’s valuation practice and as an accountant with Zmags Corporation and Leerink Swann, LLC. He obtained his bachelor’s
- [Jeffrey Swett](https://thefcs.org/speaker/jeffrey-swett) - As Managing Director of Wealth Management at UBS and leader of The Swett Wealth Management Group, Jeff's goal is to address and plan for all aspects of clients’ financial lives so they are able to spend their time where it matters most. With 27 years of experience, Jeff is responsible for the group's investment strategies,
- [Paul Lam](https://thefcs.org/speaker/paul-lam) - Paul Lam is a Principal, Regional Leader & Financial Advisor at Edward Jones. In addition to servicing clients out of his office in Wellesley, MA, Paul is responsible for 52 branches in an area encompassing Eastern Massachusetts and the Greater Boston Area as a Regional Leader. Paul joined Edward Jones as a financial advisor in
- [Niharika Shah](https://thefcs.org/speaker/niharika-shah) - Niharika Shah leads brand marketing, advertising and global insights for Prudential. In her role, she heads Prudential’s fully integrated, in-house Advertising Agency, overseeing brand and content strategy, social media and sponsorship practices, global customer and market insights, external agencies and in-house media planning and buying. The close alignment of the core marketing functions within Global
- [Jackie Monturano](https://thefcs.org/speaker/jackie-monturano) - As the leader of the Client Strategy team, Jackie is responsible for developing the Inquirer’s in-house branded content and monetization strategy across all digital, print, social and experiential platforms. Her team works closely with customers on every aspect of the content creation process, from ideation through execution, helping to craft unique stories within formats that
- [Erin Arvedlund](https://thefcs.org/speaker/erin-arvedlund) - A long-time business reporter, Erin Arvedlund covers personal finance and investing for The Philadelphia Inquirer. She began her career as a reporter at Dow Jones newswires. She moved to Moscow, Russia, to write about business and emerging markets at the English-language daily newspaper, The Moscow Times. In 1998, Erin joined TheStreet.com, one of the first real-time Internet news and
- [Rusty Rahmer](https://thefcs.org/speaker/rusty-rahmer) - Rusty Rahmer is an experienced digital leader, with over 10 years of experience driving digital strategy, technology program planning, and delivery at Vanguard. Since 2013 Rusty has been leading Vanguard’s enterprise digital intelligence program and has since built and managed the firm’s Digital Intelligence Center of Excellence. Rusty’s expertise is centered in developing digital program
- [Justin Poser](https://thefcs.org/speaker/justin-poser) - Justin oversees marketing efforts for M&T’s Commercial Banking, Wealth Management, and Institutional Client Services divisions, including the Wilmington Trust businesses. Additionally, he is responsible for firm wide content strategy. Justin joined M&T Bank in 2005, which acquired Wilmington Trust in 2011. During his tenure with M&T, he has held a number of leadership positions in
- [Cynthia St. Pierre](https://thefcs.org/speaker/cynthia-st-pierre) - From early childhood, Cynthia has been drawn to storytelling. From street art to her coworker's crazy socks, she is inspired by the stories of everyday life and the messages that brands create, either intentional or accidental. She believes everyone has a story to share and many just need the platform and support to express it.
- [Jeff Turner](https://thefcs.org/speaker/jeff-turner) - Jeff Turner is the Head of The Washington Post's RED team, an in-house advertising Research, Experimentation and Development team laser-focused on building the most innovating web and mobile advertising in digital publishing. Since its inception, RED has developed over twenty proprietary ad products including three patented advertising technologies. Prior to joining The Post, Turner served
- [Gibran Saleh](https://thefcs.org/speaker/gibran-saleh) - Gibran Saleh is a Senior Vice President on Bank of America’s Customer Engagement and Investments. In this role, Gibran is focused on driving strategy and execution for next-generation Marketing Technology capabilities. A 15-year veteran of Bank of America, Gibran has held a number of leadership roles within Enterprise Marketing and Digital Channels at the bank,
- [Cynthia Jon-Ubabuco](https://thefcs.org/speaker/cynthia-jon-ubabuco) - Cynthia Jon-Ubabuco is Senior Counsel, Privacy at Wells Fargo. In this role, Cynthia provides legal guidance on domestic and multi-jurisdictional privacy and data protection matters. Cynthia also serves as the lead privacy attorney for APAC countries where Wells Fargo has a significant presence, such as India and the Philippines. Before joining Wells Fargo, Cynthia was
- [David Martin](https://thefcs.org/speaker/david-martin) - For more than 30 years, David has served clients across a diverse array of industries and has lectured and written extensively on key subjects including; leveraging brand to manage demand, the new “relationship” brand, the role of the “source” brand, brand portfolio rationalization, new trends in branding, brand delivery, employee engagement, customer experience and brand
- [Patricia Korth-McDonnell](https://thefcs.org/speaker/patricia-korth-mcdonnell) - Patricia is responsible for leading brand, marketing, and overall customer experience at Better — with a mission to replace antiquated homebuying and financing models with a single, seamless journey.Prior to joining the team, she was Global President at Huge, an impactful marketing and digital transformation agency. As Huge’s 13th employee, Patricia helped to found, build,
- [Ryan Arshad](https://thefcs.org/speaker/ryan-arshad) - Ryan Arshad is an agency leader who is responsible for growing and scaling BrandCap’s North American business. For over 15 years he has specialized in the financial and technology sectors working with clients such as Barclays, HSBC, Citi Group, Old Mutual, Cognizant, King Digital Entertainment and Samsung. Today he works with senior leaders and their
- [Dr. Jon Roberts](https://thefcs.org/speaker/dr-jon-roberts) - Dr. Jon Roberts oversees the finance media properties at Dotdash (Investopedia and The Balance). He has been with Dotdash since 2013 and previously held roles as Chief Innovation Officer and Head of Data Science, where he derived insights from more than 20 years of Internet data across thousands of topics. Prior to joining Dotdash, Jon
- [Julia Pawling](https://thefcs.org/speaker/julia-pawling-2) - Julia Pawling has spent her career focused on global advertising and communications. As a core member of the Global Advertising team at AIG, she is responsible for the development of integrated marketing communication plans and creative production for corporate advertising programs. She manages strategic brand partnerships, corporate advertising agencies, and media relationships. Prior to joining
- [Amy Summy](https://thefcs.org/speaker/amy-summy) - Amy Summy is a Partner in EY’s Digital practice where she serves as the Marketing Transformation Leader. With a primary focus on financial services, Amy guides clients on their customer and growth strategies to increase shareholder and customer value through marketing, product innovation, sales and service. Prior to joining EY, she was SVP and Chief
- [Daniel Allocca](https://thefcs.org/speaker/daniel-allocca) - Daniel Allocca is Head of Brand and Demand Generation at Nuveen where he is a Senior Managing Director in the New York Office. He is responsible for all advertising, design, multimedia and demand generation. Prior to Nuveen, Daniel was a Senior Vice President at PIMCO where he led the Strategic Initiatives Group. In this role
- [Donald Chesnut](https://thefcs.org/speaker/donald-chesnut) - Donald Chesnut recently joined Mastercard as the Chief Experience Officer. In this role, he is repsonsible for bringing “outside-in”, customer and consumer-centric thinking across Marketing, Sales, Products & Innovation, Operations and Technology. Before joining Mastercard, Mr. Chesnut was the Chief Experience Officer at the consultancy SapientRazorfish, which is a leader in customer experience-led digital business
- [Audrey Looker](https://thefcs.org/speaker/audrey-looker) - Audrey is insatiably curious about the human experience, which she uses to inspire growth within teams and clients. An energetic and dynamic researcher and strategist, Audrey brings insight to life through compelling stories that drive meaningful change. Audrey leads the Kantar TNS North America Qualitative Team and partners with Fortune 500 clients on initiatives spanning
- [Brie Williams](https://thefcs.org/speaker/brie-williams) - Brie Williams is a Vice President of State Street Global Advisors and Head of Practice Management for the Global SPDR Business. She manages a team dedicated to the evolving needs of wealth management firms and financial advisors; developing business-specific insights to facilitate growth and efficiency beyond asset management. Her award-winning team of practice management strategists
- [Sonia Spirling](https://thefcs.org/speaker/sonia-spirling) - Sonia Spirling is an Alternative Investment Strategist for Natixis Investment Managers. She has extensive experience developing and researching quantitative investment strategies as well as providing expertise in the area of Alternative Investments. Her role at Natixis Investment Managers involves ongoing communication around liquid alternative funds, particularly around the area of internal and external education, implementation,
- [Janet Bodnar](https://thefcs.org/speaker/janet-bodnar) - Janet Bodnar is editor-at-large of Kiplinger's Personal Finance, a position she assumed after retiring as editor of the magazine after eight years at the helm. While editor, Bodnar was honored by Folio as one of its Top Women in Media. She is a nationally recognized expert in the field of children's and family finances, financial
- [Monica Dugan](https://thefcs.org/speaker/monica-dugan) - Monica Dugan is a Vice President, Branch Manager for Fidelity Investments. Throughout her 17 years in the industry, Monica has been a champion for coaching, training and supervising client facing associates and advancing women in the financial services industry. As the leader of Fidelity's Shrewsbury, MA Investor Center, Monica and her team of 22 associates
- [Crystal Eastman](https://thefcs.org/speaker/crystal-eastman) - Crystal Eastman is BlackRock’s Head of Integrated Marketing for the U.S. Her team leads content and distribution strategy across the BlackRock, iShares, and Aladdin brands for both the Personal Investor and Financial Advisor audience segments. Crystal’s team develops and executes channel-specific growth strategies utilizing advertising, digital marketing, direct marketing, proprietary events and sponsorships, and sales
- [Kevin Li](https://thefcs.org/speaker/kevin-li) - At Idio, Kevin Li serves as the Chief Strategy Officer with worldwide responsibility for strategy across product, customer success, go-to-market, and partnerships. Previously, he led the Business Solutions group at ThinkVine providing analytical and strategic support to our business development and channel partnership teams worldwide. Kevin has a strong background in designing scalable web-based applications
- [Alyson Clarke](https://thefcs.org/speaker/alyson-clarke) - Alyson Clarke has returned to Forrester and serves eBusiness & Channel Strategy Professionals. She is a highly skilled expert with extensive industry experience in both wealth management and banking. Alyson has global expertise, having previously worked at Forrester in the financial services vertical in our Sydney, London, and San Francisco offices. She is now based
- [Sean Keller](https://thefcs.org/speaker/sean-keller) - Sean Keller is vice president, head of Digital Marketing for Voya Investment Management, the asset management business of Voya Financial, Inc. In this leadership role, Sean is responsible for driving growth through the end-to-end transformation of the digital marketing efforts of the Investment Management business, which serves Retail, Private Wealth and Institutional clients. In addition
- [Allison Murphy](https://thefcs.org/speaker/allison-murphy) - Allison is the VP, Ad Innovation at The New York Times, which she joined in 2014.
- [Kalli Chapman](https://thefcs.org/speaker/kalli-chapman) - Kalli Chapman is the Integrated Media Director at Prudential, which she joined in 2018.
- [Jaime Seltzer](https://thefcs.org/speaker/jaime-seltzer) - Jaime Seltzer is the Head of DBi US at Havas Media, which she joined in 2016.
- [Jeannette Yee](https://thefcs.org/speaker/jeannette-yee) - Jeannett Yee is Director of Marketing for Global Risk Solutions at BNY Mellon, which she joined in 2016.
- [Alison Lazzaro](https://thefcs.org/speaker/alison-lazzaro) - Alison Lazzaro is Head of Brand Development & Engagement – Individual, for Prudential Financial, which she joined in 2010.
- [Kiki Burton](https://thefcs.org/speaker/kiki-burton) - Kiki Burton is the Head of Growth Marketing at Credit Karma, where she oversees digital, acquisition, lifecycle and content marketing, as well as their marketing technology platform. She has a background in marketing technology, having most recently led product management for Audience Manager, Adobe's DMP.
- [Mike Henry](https://thefcs.org/speaker/mike-henry) - Mike Henry oversees Google’s customer-facing teams that help the world’s leading Financial Services companies get the most out of the web. Over eleven years at Google, Mike has managed sales and marketing teams in both the US and Europe, always with a passion for marrying powerful technology with great marketing ideas to build brands and
- [Josephine Chew](https://thefcs.org/speaker/josephine-chew) - 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
- [Tami Dorsey](https://thefcs.org/speaker/tami-dorsey) - 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
- [Carolyn Morris](https://thefcs.org/speaker/carolyn-morris) - 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 Tyson](https://thefcs.org/speaker/sean-tyson) - 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
- [Clarissa Horowitz](https://thefcs.org/speaker/clarissa-horowitz) - Clarissa Horowitz brings more than 20 years of marketing and communications experience to BitGo and leads the company’s global marketing strategy. She joined BitGo from MobileIron, where she was responsible for demand generation, field marketing, communications, branding, and the company’s website. She was a key part of the team that led the company through its
- [Mike Martinez](https://thefcs.org/speaker/mike-martinez) - Mike Martinez in the Global Director of Communications Planning for PHD, which he joined in 2018.
- [Braden More](https://thefcs.org/speaker/braden-more) - Braden More leads business development, partnerships, and industry relations for Wells Fargo’s payments business. He and his team work across the consumer and commercial bank to grow Wells Fargo’s deposit and payment franchise by focusing on customers, partners, and regulators. Before assuming his current role in 2017­, Braden was the head of payment strategy at
- [Griselda Fernandez](https://thefcs.org/speaker/griselda-fernandez) - Griselda Fernandez is a Digital Transformation Senior Manager at Accenture where she develops and delivers cutting-edge, digital transformation strategies for the world’s leading brands. In her role, she helps clients delight their customers and deliver superior business performance and customer experiences. As part of Accenture Interactive Delivery, she balances art and science to create award-winning
- [Lily Bowles](https://thefcs.org/speaker/lily-bowles) - Lily Bowles, FSA serves on Swell’s portfolio management team, focusing on its ESG research, portfolio construction process, and impact investment offerings. Previously, Lily was the sustainability officer at online financial firm Aspiration, where she developed the Aspiration Impact Measurement (AIM) bank account feature that allows customers to track the environmental and social impact of their
- [Erin Saade](https://thefcs.org/speaker/erin-saade) - Erin Saade leads BlackRock’s ETF (iShares) Sustainable, Thematic and Commodity product marketing efforts globally. Ms. Saade has over 10 years of ETF experience having started her career trading international ETFs on the New York and American Stock Exchanges. In 2007 she joined Barclays Global Investors, now BlackRock, covering market makers and Hedge Fund clients within
- [Francisco Martinez](https://thefcs.org/speaker/francisco-martinez) - Francisco Martinez has over 13 years of experience helping high-net-worth individuals, families, foundations, and non-profit organizations strategically structure their giving, investments, and maximize their impact. His previous roles have included strategy, operations, relationship management, business development, compliance, and fiscal sponsorship at philanthropic consulting firms. Prior to Bank of the West, he served as Lead of
- [Hunter Horsley](https://thefcs.org/speaker/hunter-horsley) - Hunter Horsley is the Co-Founder and Chief Executive Officer of Bitwise Asset Management. Prior to Bitwise, Horsley was a product manager at Facebook, working on advertiser products including the multi-billion-dollar sponsored content ecosystem and ad breaks in videos. Before Facebook, he was a product manager at Instagram responsible for multiple advertising products generating several hundred
- [David Bickford](https://thefcs.org/speaker/david-bickford) - Dave leads global client relationships for CoinDesk, which includes the blockchain industry leading Consensus events, digital media, and data & research. CoinDesk sits at the center of the highly engaged and enthusiastic blockchain community, and Dave works with forward-thinking companies of all sizes across various sectors and regions, namely enterprise tech, global consultancies, financial services,
- [Matthew De Silva](https://thefcs.org/speaker/matthew-de-silva) - Matthew De Silva is the lead blockchain and cryptocurrency reporter for Quartz. Previously, he wrote about crypto asset regulation for ETHNews and interned for the US Securities and Exchange Commission. A graduate of Georgetown University's School of Foreign Service, he is passionate about the intersection of law, technology, and business.
- [Brian Quinn](https://thefcs.org/speaker/brian-quinn) - Brian Quinn is the President of OpenSlate, a social video analytics company. The company’s global data platform offers insight into the nature and quality of content on YouTube and is used by every major advertising holding company. OpenSlate is an inaugural member of the YouTube Measurement Program - which certifies that OpenSlate uses the highest
- [Andy McKinney](https://thefcs.org/speaker/andy-mckinney) - Andy brings 20+ years of digital marketing experience, helping progressive brands like Airbnb, Samsung, and Target drive growth through digital innovation. Prior to joining Edelman Digital, Andy was global business lead for Google at R/GA. In that role, he helped Google drive mission critical initiatives such as: Google’s first ever articulation of its policy on
- [Christine Elliott](https://thefcs.org/speaker/christine-elliott) - Christine Elliott is the executive vice president for Worldwide Communications at Mastercard with responsibility for Corporate, Internal, External and Digital communications for the Company. Ms. Elliott joined Mastercard from S&P Global where she served as chief communications officer with responsibility for iconic brands including J.D. Power, Standard & Poor’s Ratings Services and S&P Dow Jones
- [Ali Hassan](https://thefcs.org/speaker/ali-hassan) - Ali founded Crescent Crypto Asset Management to fill the demand for quality passive investment vehicles in the cryptocurrency market. Prior to Crescent Crypto Ali was an associate at a NY based family office, and was responsible for spearheading VC opportunities. Prior to that, Ali was a venture analyst at Fairview Capital Partners, and a member
- [Laura Barger](https://thefcs.org/speaker/laura-barger) - Laura Barger is CFSI’s Chief Marketing Officer. Under her leadership, the marketing and communications team executes on strategic initiatives — from events and design to content strategy and web development — with the goal of telling the CFSI story through the lens of positive impact and progress. Laura is deeply committed to the idea that
- [Ken Johnston](https://thefcs.org/speaker/ken-johnston) - Ken Johnston is Industry Manager, Financial Services at Facebook, which he joined in 2016.
- [Maggie Kiselick](https://thefcs.org/speaker/maggie-kiselick) - Maggie Kiselick is Vice President of Advertising, & Managing Director of The New York Times Magazine. She joined the Times in 2014.
- [Tom Jago](https://thefcs.org/speaker/tom-jago-2) - Tom Jago is Managing Director at The Ward Group, which he joined in 1999.
- [Ashley Spring](https://thefcs.org/speaker/ashley-spring) - Ashley Spring is the marketing research director at Ally focused on brand, advertising, target market, custom, and trends/innovation research for Ally. She brings her experience as a research leader to integrate insights and innovation across the Ally organization. Prior to joining Ally she was a senior manager for panel research and television ratings at NASCAR.
- [Jason Cook](https://thefcs.org/speaker/jason-cook) - Jason Cook is Vice President, Search Engine Optimization Team Lead at Bank of America, which he joined in 2012.
- [Kimberly Genobles](https://thefcs.org/speaker/kimberly-genobles) - Kim Genobles is the Chief Privacy Officer at Ally, a leading digital financial services company and top 25 U.S. financial holding company (with assets upwards of 165 billion) that offers financial products for consumers, businesses, automotive dealers and corporate clients. Kim manages the Ally Privacy Office and is responsible for enterprise policies, training, monitoring, and
- [David Dodson](https://thefcs.org/speaker/david-dodson) - David has over a decade of experience in the advertising agency world and joined Quartz in 2015 to help with its mission to redefine digital brand experiences. During his tenure at Quartz, he has developed the technology to build engaging experiences for clients like Qualcomm, iShares BlackRock, The Government of Japan, Cadillac, Hewlett Packard Enterprise
- [Kelly Colbert](https://thefcs.org/speaker/kelly-colbert) - Kelly Colbert is SVP of Brand, Social Media and Content Marketing at U.S. Bank. In this role she oversees brand advertising, brand management, content marketing, social marketing and social media intelligence functions at U.S. Bank. Her work includes launching an enterprise-wide employee advocacy program, evolving branded content relationships, developing naming protocol and brand guidelines, evolving
- [David Gelles](https://thefcs.org/speaker/david-gelles) - David Gelles writes the "Corner Office" column and other features for The New York Times’s Sunday Business section, and works with the Well team to expand The Times's coverage of meditation. A reporter for The Times since 2013, Mr. Gelles has written about mergers and acquisitions, media, technology and more for the paper. Before joining
- [Linda Duncombe](https://thefcs.org/speaker/linda-duncombe) - Linda Duncombe, Managing Director, is the Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi FinTech’s Marketing, Client Experience, Insights and Acceleration. She leads the Citi Design team, a unique function that integrates the Citi FinTech and Consumer organizations to deliver a radically simple, connected digital and mobile experience
- [Kate Gunning](https://thefcs.org/speaker/kate-gunning) - Kate Gunning joined J.P. Morgan Asset Management 5 years ago. In her role as Head of Brand Strategy and Activation, she has worked with the organization to help build the firm’s first globally integrated Communications platform, ‘Let’s Solve It.’ She works with the businesses across the organization to build communication and media programs that broaden
- [Merry Fish](https://thefcs.org/speaker/merry-fish) - Merry Fish is a Vice President of Brand Strategy at PIMCO, responsible for managing PIMCO’s various brand research platforms, leveraging consumer and brand insights to drive strategic growth, and co-managing brand and advertising efforts. Prior to joining PIMCO this year, she worked for 3+ years at PIMCO’s brand agency, Team One, as a Strategy Director,
- [Maureen Duff](https://thefcs.org/speaker/maureen-duff) - Maureen Duff is a Managing Director for BNY Mellon, where she is the Global Head of Marketing and Communications for the Pershing, Issuer Services and Treasury Services businesses. Maureen has overall responsibility for segment marketing, practice management, products and services marketing, events, digital marketing, the firm’s sponsorship program, marketing services, brand and advertising. Since joining
- [Paul Patella](https://thefcs.org/speaker/paul-patella-2) - Paul Patella is Director, Global Head of Asset Servicing External Communications at BNY Mellon.
- [Tom Sosnoff](https://thefcs.org/speaker/tom-sosnoff) - Tom Sosnoff is a recognized online brokerage innovator and sought-after financial educator. Tom is a true visionary and serial entrepreneur who co-founded thinkorswim in 1999, tastytrade in 2011 and newly launched tastyworks in 2017. Leveraging over 20 years of experience as a market maker for the Chicago Board Options Exchange (CBOE) and one of the
- [Mark Haraburda](https://thefcs.org/speaker/mark-haraburda) - Mark Haraburda is a financial market data and trading technology executive. Mark has worked in the financial markets and trading industry for over 20 years, starting with Dean Witter while in college. Mark has an undergraduate degree in Finance from Bradley University and a Master of Financial Markets from Illinois Institute of Technology. In 2018,
- [Joe Gits, CFA](https://thefcs.org/speaker/joe-gits-cfa) - Joe is a pioneer in the emergence and growth of quantitative trading systems. Prior to launching Social Market Analytics (SMA), he co-founded Quantitative Analytics, Inc. (QA Direct), a market-leading provider of integrated database solutions for quantitative researchers and traders. Joe integrated QAI’s technology into Thomson Financial (now Thomson Reuters), after its 2007 acquisition. He oversaw
- [Jordan Sher](https://thefcs.org/speaker/jordan-sher) - Jordan Sher is a 20-year veteran of advertising and marketing. He got his start in advertising as a copywriter, but has worked in marketing and brand development for some of the largest brands in finance and technology including Jackson National Life, Janus Henderson, Oppenheimer, Global Financial Private Capital, DA Davidson, and more. He has also
- [Phil Gomes](https://thefcs.org/speaker/phil-gomes) - Phil Gomes’ career in the communications field is characterized by his passionate interest in technology, media, and emerging forms of communication. His approach uniquely blends the philosophies of open-source and hacker culture with best-practices in corporate communication. As chief communications officer of Bloq, Phil leads global communications across the company’s corporate brand, the bloqEnterprise suite,
- [John Rumpf](https://thefcs.org/speaker/john-rumpf) - John Rumpf oversees Baird's internal and external communications, including public relations. Prior to joining Baird in 1999, he was Vice President/Director of Marketing of a marketing communications consulting firm, serving a wide variety of professional service, financial, consumer, real estate and health care clients (including numerous FORTUNE 500 companies) over the course of 20 years.
- [Courtney Reynolds](https://thefcs.org/speaker/courtney-reynolds) - Courtney Reynolds is vice president of communications and corporate affairs. As department head and a corporate executive officer, she leads a team responsible for strengthening the company’s reputation by bringing to life Northwestern Mutual’s character and relevance internally and externally. Reynolds, who joined Northwestern Mutual in August 2015, has more than two decades of experience
- [Barb Bolens](https://thefcs.org/speaker/barb-bolens) - Barb Bolens is a senior finance executive with both corporate finance and sales/marketing experience with publicly traded multinational Fortune 500 and 1000 companies. She currently serves as the Vice President Corporate Strategy, Investor Relations and Communications at Actuant Corporation. Prior to joining Actuant, Barb spent over 6 years at Joy Global Inc/Komatsu Mining Corporation as
- [Jody Lowe](https://thefcs.org/speaker/jody-lowe) - Jody Lowe is President and Managing Director of The Lowe Group. She founded the Lowe Group in 2003 to help asset managers and other financial services firms create greater awareness of their products and services to attract and retain business. Her team of nine experienced professionals specialize in communications strategy, strategic communications, investor relations, media outreach
- [George Moriarty](https://thefcs.org/speaker/george-moriarty) - George Moriarty is Executive Editor and VP Content at Seeking Alpha. He joined the company in January 2012 as Managing Editor of Opinion & Analysis and works closely with CEO Eli Hoffmann and other company leaders on content and publishing initiatives for the Seeking Alpha contributor community. George has worked as a financial journalist and
- [Ravi Misquitta](https://thefcs.org/speaker/ravi-misquitta) - Ravi Misquitta is SVP, Marketing Strategy and Technology, for Franklin Templeton Investments, which he joined in 2015.
- [Anne VanderMey](https://thefcs.org/speaker/anne-vandermey) - Anne VanderMey is a venture capital editor at Bloomberg, editing and writing stories about startups and technology companies. Before that, she worked at Fortune magazine for eight years, serving as a senior editor and a reporter. At Fortune she edited the magazine's front of book, its 40 Under 40 list, Best Companies to Work For
- [Austin Trombley](https://thefcs.org/speaker/austin-trombley) - Austin Trombley co-founded Random Forest Capital in 2016; the firm was acquired in 2018 by Franklin Templeton Investments, where Austin is now a Vice President. His background includes having been an analytical R, Python, SAS, SQL, and NoSQL guru for 7 fortune 500 companies. He has 10+ years of thought and people leadership, strategy, Big
- [Michael Ting](https://thefcs.org/speaker/michael-ting) - Michael Ting is the Senior Vice President of Digital Markets at global payout provider Hyperwallet, where he is responsible for developing commercial and strategic partnerships with emerging growth companies in the high tech and marketplace sectors. Michael has more than 15 years of product, business development, and operations experience in financial services, payments, and digital
- [Anthony Eames](https://thefcs.org/speaker/anthony-eames) - Anthony Eames is a vice president and director of responsible investment strategy for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He is responsible for the suite of strategies focused on responsible investing, encompassing actively and passively managed U.S. and
- [Emily Chew](https://thefcs.org/speaker/emily-chew) - Emily is Global Head of Environmental, Social and Corporate Governance (ESG) Research and Integration. As the primary lead on ESG, Emily has oversight over Manulife Asset Management’s ESG research agenda, works to engage with companies and portfolio managers on ESG issues, and sets the strategic direction for ESG investment for the firm. Before joining Manulife
- [Marla Skeffington](https://thefcs.org/speaker/marla-skeffington) - Marla Skeffington is Vice President of Retirement Strategies at Natixis Investment Managers. In this role, she focuses on environmental, social and governance (“ESG”) research and investment solutions for retirement plans. She is responsible for business development of our ESG solutions range, including the Natixis Sustainable Future Funds. Prior to joining the firm in March 2017,
- [Chris Berry](https://thefcs.org/speaker/chris-berry) - Chris Berry is a Vice President in the State Street Global Exchange ESG Solutions group, and is responsible for overseeing product and business operations. He joined the ESG Solutions team in February 2017, and his responsibilities include client services, sales support, marketing, vendor management, and strategy execution. Chris has over 6 years of experience across
- [Noel Friedman](https://thefcs.org/speaker/noel-friedman) - Noel Friedman is the Business Manager, ESG Research Products for MSCI Inc., which he joined in 2010.
- [John Tornatore](https://thefcs.org/speaker/john-tornatore) - John Tornatore joined Chicago Board Options Exchange (CBOE) in 2013 as Director, Business Development. In this role, he pursues U.S. and international strategic marketing initiatives to grow the CBOE and CBOE Futures Exchange (CFE) outreach. He is also a member of the team responsible for developing futures and options business outside of the U.S. during
- [Justin Schmidt](https://thefcs.org/speaker/justin-schmidt) - Justin Schmidt joined Goldman Sachs as VP, Head of Digital Asset Markets in April of this year. Prior, Justin was a quantitative equities portfolio manager for hedge funds in NY and London. Justin’s a graduate of MIT with degrees in Computer Science specializing in artificial intelligence and distributed systems engineering.
- [Bart Smith](https://thefcs.org/speaker/bart-smith) - Bart Smith is co-Head of the ETF Group at Susquehanna International Group (SIG). As such, he is jointly responsible for several ETF-related activities including oversight of the Firm’s ETF client trading (through SIG affiliate Susquehanna Financial Group, or SFG), global equity portfolio trading (also SFG) and ETF issuer relationships. Since 2014, Mr. Smith has also
- [Michael Sonnenshein](https://thefcs.org/speaker/michael-sonnenshein) - Michael Sonnenshein joined Grayscale Investments in January 2014. As Managing Director, he is responsible for overseeing the daily operations and growth of the Grayscale business, spanning sales, operations, product development, and investor relations. With $2+ Billion in assets under management, Michael is responsible for maintaining many of the firms’ key client relationships including family offices,
- [Nolan Bauerle](https://thefcs.org/speaker/nolan-bauerle) - Nolan is the Director of Research at CoinDesk. He once got the Canadian Senate to hash its cryptocurrency report into bitcoin's blockchain (block #361625 ) while it was simultaneously tabled in Parliament. Since then, he became a student of cryptography, decentralized systems, cryptoeconomics and the theory of the firm.
- [Frank Cooper III](https://thefcs.org/speaker/frank-cooper-iii) - Frank Cooper III, Senior Managing Director, is the Global Chief Marketing Officer of BlackRock. He is a member of the Global Executive Committee and Global Operating Committee. As Global CMO, Mr. Cooper is responsible for shaping BlackRock’s global brand and marketing strategy for institutional and retail clients, including overseeing all digital, branding, research and insights
- [Robert McKinnon](https://thefcs.org/speaker/robert-mckinnon) - Robert brings more than 20 years of financial services experience – managing teams in marketing, sales, research and product development. He joined SiriusDecisions in February 2015 and has a truly global understanding of the challenges facing marketing and sales leaders across the financial services industry. Robert has managed sales and marketing organizations based in Latin
- [Zoya Wang Levin](https://thefcs.org/speaker/zoya-wang-levin) - Zoya Levin is the Chief Operating Officer and leads Strategy for Wealth Management Marketing. With Morgan Stanley since 2014, she’s responsible for marketing strategies that promote the Firm’s wealth management franchise in the competitive marketplace. She also drives marketing strategy and analytics across product and client segment initiatives, aligning marketing results with strategic priorities and
- [John Piontkowski](https://thefcs.org/speaker/john-piontkowski) - With more than 28 years of professional sales and sales management experience in technology and digital media, John Piontkowski is the Vice President Industry Leader – Finance vertical for the US at Oath. John is responsible for leading a national field sales advertising team consisting of managers and sellers focused on the top Financial Services
- [Charles Hartel](https://thefcs.org/speaker/charles-hartel) - At Oath, Charlie Hartel serves as Director, Product Management at Yahoo Finance, which he joined in 2012.
- [Robert Stammers](https://thefcs.org/speaker/robert-stammers) - Robert Stammers, CFA, is director of Investor Engagement on the Future of Finance team for CFA Institute. Prior to joining CFA Institute, Mr. Stammers was the principal for his founded company, where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. As a senior executive for several
- [Gerri Walsh](https://thefcs.org/speaker/gerri-walsh) - Gerri Walsh is Senior Vice President of Investor Education at the Financial Industry Regulatory Authority (FINRA). In that capacity, she manages FINRA's investor education initiatives, including developing and implementing new programs, creating interactive tools for investors, publishing print and online educational materials, and coordinating with government and non-profit partners. She also serves as President of
- [Judy Brennan](https://thefcs.org/speaker/judy-brennan) - Judy Brennan serves as Managing Director of Reputation Management. She has more than 25 years of experience in corporate/financial communications, specializing in brand reputation, reputation risk management, special situations and global long-term positioning for clients across a range of industries. Her work in financial services includes public and private companies and high-profile executives in commercial
- [Daniel Glantz](https://thefcs.org/speaker/daniel-glantz) - Danny is the Global Head of Sponsorship for AIG and is responsible for overseeing and managing AIG’s global sponsorship program, including New Zealand Rugby. Danny develops and directs AIG sponsorship strategies, while working with all AIG regions to optimize the benefits of these relationships. Prior to his current role, Danny was an Assistant General Counsel for
- [Marty Willis](https://thefcs.org/speaker/marty-willis) - Ms. Martha B. Willis, also known as Marty, is the Chief Marketing Officer at Nuveen the $900b investment manager for TIAA, institutional investors, investment advisors and millions of individual investors. She also leads channel and product marketing, corporate communications and digital strategy. Ms. Willis joined the firm in 2016. Before this, she has vast asset
- [Al Silvestri](https://thefcs.org/speaker/al-silvestri) - Al Silvestri, Chief Creative Officer of Coffee Digital, is a creative professional with over 20 years of proven success in all aspects of marketing, including: digital innovation, client strategy, live activation, promotion and implementation. His approach is focused on shaping new forms of consumer engagement while leveraging some of today’s most advanced forms of technology,
- [Paul Tsigrikes](https://thefcs.org/speaker/paul-tsigrikes) - Paul Tsigrikes, Vice President of Marketing at The Washington Post, is a media professional with over 20 years of experience leading advertising sales marketing teams. He heads a client solutions team responsible for developing and executing marketing solutions, branding, branded custom content, events and research for global advertisers across The Washington Post franchise. Prior to
- [Peter J. Eliopoulos](https://thefcs.org/speaker/peter-j-eliopoulos) - Peter J. Eliopoulos is Chief Marketing Officer and Director of Office of Customer Advocate for M&T Bank and Wilmington Trust. With more than 25 years of industry experience, Eliopoulos oversees the bank’s marketing and communication department, as well as the office of the customer advocate. He began his career as a Management Associate with Citibank,
- [Pamela Seagle](https://thefcs.org/speaker/pamela-seagle) - Pamela D. Seagle is the Manager for Global Women’s Programs at Bank of America. In this role she is responsible for the strategic development and implementation of women’s programs across the company’s global footprint. This includes the Global Ambassador Program, a Vital Voices and Bank of America partnership; the Tory Burch Foundation Capital Access Program,
- [Jessica Pate](https://thefcs.org/speaker/jessica-pate) - Jessica Pate is the Senior Director, Brand including Ally Financial, Ally Bank, Ally Invest, Enterprise and Clearlane brands. Her primary responsibilities focus on Brand evolution and protection. Including defining key brand strategies, assessing competitive brand positioning and ensuring consistency across channels and experiences. Jessica joined the Marketing team at Ally in 2009 and has been
- [Phoebe Connelly](https://thefcs.org/speaker/phoebe-connelly) - Phoebe Connelly is deputy director of video at The Washington Post where she leads daily news coverage, interactive storytelling and oversees emerging video products. Phoebe is also the video product owner at The Post, working closely with the engineering team to develop and manage a suite of custom internal and external-facing video solutions. She joined
- [Meghan Lantier](https://thefcs.org/speaker/meghan-lantier) - Meghan Lantier is the Chief Communications Officer for Brighthouse Financial. Brighthouse Financial was established by MetLife in 2016 and is a major provider of annuity and life insurance solutions in the United States. In this role, Lantier is responsible for public relations, internal communications, employee engagement, and diversity and inclusion. Lantier was previously Vice President,
- [Karen Kistenmacher](https://thefcs.org/speaker/karen-kistenmacher) - Karen Kistenmacher is a Marketing Program Manager supporting Wells Fargo’s Middle Market Banking Group. In this role, Karen strategizes, plans, and implements integrated marketing programs targeted to middle market companies with annual sales ranging from $20 million up to $1 billion. She focuses primarily on development of marketing programs for key vertical industries and diverse
- [Colin Rennich, CFA](https://thefcs.org/speaker/colin-rennich-cfa) - Colin is the Director of Sales for Appleseed Capital. Colin joined Appleseed Capital in 2012. He is responsible for leading the institutional sales and marketing efforts, managing the distribution of the firms mutual fund, private fund and separately managed account strategies in the RIA, Family Office, Foundation & Endowment, Broker Dealer and Wirehouse markets.
- [Elizabeth Pultz](https://thefcs.org/speaker/elizabeth-pultz) - Betsy joined Aon in September 2014 and leads the marketing team responsible for the Retirement & Investment Solutions practice in the U.S. Prior to joining Aon, Betsy served as the Vice President of Marketing & Communications at both Aviva Investors and Deutsche Bank. She also held marketing and investment administration positions at both Morgan Stanley
- [Blake Pontius](https://thefcs.org/speaker/blake-pontius) - Blake Pontius joined William Blair Investment Management in 2005. As a Portfolio Specialist on the Global Equity team, Blake provides analytical support to portfolio managers and coordinates the team's integration of environmental, social and governance (ESG) factors in the investment process. Blake has authored white papers and led webinars on William Blair's approach to ESG
- [Jon Hale](https://thefcs.org/speaker/jon-hale) - Jon Hale, Ph.D., CFA, is head of sustainable investing research for Morningstar. He directs the company’s research initiatives on sustainable investing, beginning with the launch of the Morningstar Sustainability Rating™ for funds in 2016. Before assuming this role in 2016, Hale was director of manager research, North America, for Morningstar, where he led approximately 60
- [Matuya Brand](https://thefcs.org/speaker/matuya-brand) - Matuya Brand is a Senior Content Marketing Manager at Janus Henderson Investors, where she is responsible for managing content including the U.S. blog and social media strategies. She joined Janus Capital Group in 2014 as an investment writer, which merged with Henderson Global Investors in May 2017. She was previously an institutional fixed income salesperson
- [Joy Fitzgerald](https://thefcs.org/speaker/joy-fitzgerald) - Joy is a highly accomplished and seasoned marketing professional with expertise in developing and executing integrated global marketing campaigns, demand creation and awareness initiatives within high tech corporations. She is expertly skilled in planning and managing complex initiatives that achieve desired goals of profitability, client acquisition, and retention. She has demonstrated success in taking risks,
- [Dave Maney](https://thefcs.org/speaker/dave-maney) - Dave Maney is an entrepreneur/journalist and Founder/CEO of Deke Digital LLC, a Colorado-based digital media and content marketing company that serves financial, healthcare and technology companies across North America. He began his career as a journalist at the Binghamton Press & Sun-Bulletin in his hometown of Binghamton, New York before eventually joining the San Francisco
- [David Milstead](https://thefcs.org/speaker/david-milstead) - A business journalist since 1994, David began writing for The Globe and Mail in 2009. During eight years at the Rocky Mountain News in Denver, Colo., he individually or jointly won nine national awards from SABEW, the Society of American Business Editors and Writers. He has also worked at the Wall Street Journal. An Oberlin
- [Jennifer Burns](https://thefcs.org/speaker/jennifer-burns) - Jennifer Burns is a dynamic and creative marketing leader who's career spans 18 years of agency and client side experience across fin-tech, mobile, healthcare, transportation and packaged goods. Her expertise includes developing brand strategies, integrated marketing, and customer insight analysis. Jennifer currently oversees Marketing Strategy and Communications for the Personal Loans business at Discover Financial. In her
- [Amanda Sucharda](https://thefcs.org/speaker/amanda-sucharda) - As a marketing consultant for PWM offices located in the western United States, Amanda helps Baird advisors and teams build, brand and market their practices. She specializes in identifying and executing strategies that support their marketing initiatives and grow their business. She specializes in identifying appropriate strategies and designing plans to support their marketing initiatives
- [Holly McCall](https://thefcs.org/speaker/holly-mccall) - Holly is a proven industry leader and partner for clients, agencies, and colleagues to rely on for thought leadership in media. Her expertise includes creating/aligning with content, developing tactics to meet specific objectives, analyzing data to inform campaigns in real time, and applying research to drive insight. She has led and developed sales teams, inspired
- [Christine Dehil](https://thefcs.org/speaker/christine-dehil) - Christine Dehil is Senior Vice President and Managing Director—Head of Americas Marketing. She is responsible for driving the overall Americas marketing strategy for the institutional and intermediary channels collaborating closely with the company's sales leaders, business development teams and marketing communication teams. Prior to joining AB in 2006, Ms. Dehil was Vice President of Product
- [Cindy Zarker](https://thefcs.org/speaker/cindy-zarker) - Cindy Zarker works closely with FUSE Research Network clients on a day-to-day basis to ensure that they achieve their strategic and tactical objectives. Cindy also contributes to the FUSE BenchMark series research and other FUSE research and consulting projects. Prior to FUSE, Cindy directed the asset management practice at Cerulli Associates for a dozen years—
- [Chelsea Emery](https://thefcs.org/speaker/chelsea-emery) - With a career of financial journalism that has included positions at Bloomberg, Reuters and the BBC, Chelsea Emery joined Financial Planning in 2015 as Editor in Chief.
- [Steven Dorval](https://thefcs.org/speaker/steven-dorval) - Steve Dorval is President of John Hancock Personal Financial Services LLC and Head of Innovation and Advice for John Hancock, the U.S. division of Toronto-based Manulife. Based in Boston, Steve is responsible for leading the strategic effort to leverage emerging digital services to enhance John Hancock’s ability to deliver investment advice and financial planning to
- [John Laquidara](https://thefcs.org/speaker/john-laquidara) - John Laquidara is a Technology Executive in Global Technology & Operations. He manages Deposit and Wealth Banking Product and Pricing Technology. John is responsible for the technology that drives interest rate and fee pricing nationally for the Consumer and Wealth lines of business. John began his career in 1986 as a management trainee at BayBanks,
- [Chris Young](https://thefcs.org/speaker/chris-young) - As Director of Industry Strategy for Financial Services at Adobe, Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Marketing Cloud solutions. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position
- [Nick Van Amburg](https://thefcs.org/speaker/nick-van-amburg) - With 18+ years experience in Advertising, Brand & Product Management and Digital / Interactive Publishing, Nick leads Ad Innovation and Strategy for the integrated Advertising business at the NY Times, with a focus on the newly-formed Story [x] partnerships team around emerging technologies. In addition to generating Big Ideas and award-winning partnership opportunities, he works directly with
- [Ben Jankowski](https://thefcs.org/speaker/ben-jankowski) - Mr. Jankowski is the Senior Vice President, Global Media. In this role, he is responsible for managing the MasterCard investment in marketing communications. This includes working with our global, regional and local marketing teams as well as agency partners to drive engagement and preference among MasterCard’s core constituents. Having worked for many agency networks such
- [Lindsay Tiles](https://thefcs.org/speaker/lindsay-tiles) - Lindsay Tiles is Vice President, Corporate Communications for Charles Schwab; she joined the firm in 2004.
- [Sara Silverstein](https://thefcs.org/speaker/sara-silverstein) - Sara Silverstein is the host of Business Insider's cryptocurrency show "Crypto Insider" and of Business Insider's finance show "The Bottom Line" at the Nasdaq MarketSite in Times Square. Sara is the creator and host of the behavioral economics show "Why Are We All So Stupid?" on Facebook Watch. You can also see Sara on CNBC Primetime
- [Demetra Airaudi](https://thefcs.org/speaker/demetra-airaudi) - Demetra Airaudi leads brand and consumer communications for Square. Prior to joining Square, Demetra spent the last 15+ years building and implementing communications strategies for technology companies including Skype, Microsoft, Path, Brit + Co, and LG Mobiles. Based on her extensive experience in brand building, she was tasked with creating a new team at Square that brings
- [David Bookspan](https://thefcs.org/speaker/david-bookspan) - 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
- [Joe Webster](https://thefcs.org/speaker/joe-webster) - 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
- [Maryann Pulvirenti](https://thefcs.org/speaker/maryann-pulvirenti) - 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
- [Cabell de Marcellus](https://thefcs.org/speaker/cabell-de-marcellus) - 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 Rutenberg](https://thefcs.org/speaker/jim-rutenberg) - 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
- [Mark Temple-Raston, PhD](https://thefcs.org/speaker/mark-temple-raston-phd) - 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
- [Bill Belden](https://thefcs.org/speaker/bill-belden) - Bill is a managing director at Guggenheim Investments. In his role, he directs business development for the firm’s line-up of ETFs, including distribution and marketing activities. Prior to Guggenheim Investments, Mr. Belden worked as a senior product manager at Northern Trust Global Investments, where he was responsible for overseeing proprietary mutual fund products. Prior to
- [Athanasios (Tom) Psarofagis](https://thefcs.org/speaker/athanasios-tom-psarofagis) - Tom Psarofagis is an ETF analyst for Bloomberg Intelligence. Prior to joining Bloomberg, he held roles in ETF groups at both Oppenheimer Funds and IndexIQ. Previously, Tom was in Product Development at Nasdaq where he worked on creating innovative indexes for ETF sponsors. Tom attended the University of Connecticut where he earned his Bachelor’s degree
- [Brian Giere](https://thefcs.org/speaker/brian-giere) - Brian Giere is responsible for all marketing and branding efforts for Amplify ETFs. Brian’s experience in ETFs spans across many different areas, including sales, business development, marketing, and as an investment advisor creating ETF models for clients. Prior to Amplify, Brian was an investment advisor with Promus Capital, a multi-family office in Chicago. Prior to
- [Jordan Farris](https://thefcs.org/speaker/jordan-farris) - Jordan Farris is Managing Director and Head of ETF Product Development for Nuveen Investments, having joined in April of 2016 with the responsibilities of developing and bringing ETFs to market as well as overseeing the ongoing management of those ETFs. Prior to joining Nuveen in 2016, Jordan was Director of ETF Product Development for Guggenheim
- [Susan Canavari](https://thefcs.org/speaker/susan-canavari) - 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
- [Jenifer Berman](https://thefcs.org/speaker/jenifer-berman) - 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
- [Paula Brancato](https://thefcs.org/speaker/paula-brancato) - 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
- [Kevin Comer](https://thefcs.org/speaker/kevin-comer) - Kevin Comer is the Executive Director and Global Head of Marketing at CME Group. He is responsible for long-term planning, execution and measurement of global customer-focused marketing campaigns across CME Group’s products, services and technologies. Previously, Comer most recently served as Executive Director of Product and Customer Marketing at CME Group. Prior to that, he
- [Marisa Kopec](https://thefcs.org/speaker/marisa-kopec) - Marisa Kopec is Vice President of Innovation and Product Management at SiriusDecisions. She is member of SiriusDecisions' Executive Leadership Team and also serves as a Research Fellow. Before joining SiriusDecisions, Marisa spent 12 years with Gartner, most recently as a managing vice president and product marketing leader for Gartner’s High-Tech and Telecom Programs business unit.
- [Rebecca Slegers](https://thefcs.org/speaker/rebecca-slegers) - Rebecca Slegers manages Premium Card Launch Marketing at American Express, Global Commercial Services. In this role, she champions the development and execution of transformational marketing strategies to drive short and long term growth of top product priorities. Previous to this role, Rebecca was focused on driving digital innovation and deepening customer engagement through the development
- [Michael Blumberg](https://thefcs.org/speaker/michael-blumberg) - Michael Blumberg leads digital analytics at Prudential. In this role he and his team support all of Prudential’s business units with strategic guidance & prioritization (what does success look like and how will I quantify it?), analytics implementation (what data do I need and where will I get it from) analysis (self-serve and deeper dives)
- [Monica Long](https://thefcs.org/speaker/monica-long) - Monica is VP of Marketing for Ripple. She previously managed PR for QuickBooks at Intuit. Prior to that, she worked at a global tech PR agency. There she supported startup clients in various B2B and B2C sectors, including a number in fintech, such as Prosper.
- [Matt Quinn](https://thefcs.org/speaker/matt-quinn) - Matt Quinn is Quartz’s technology editor. Prior to joining Quartz in June 2015, he was the executive editor of Advertising Age. Before that, he was the editor of CFO Journal, an online edition of The Wall Street Journal for corporate-finance professionals. Matt has held writing and editing positions with Crain’s Financial Week, Inc. magazine and
- [Ben Morris](https://thefcs.org/speaker/ben-morris) - Ben Morris is a financial professional investing in public and private markets and focuses much of his attention on the emerging cryptoasset capital markets ecosystem. Ben previously developed an option hedging product for real assets, managed a proprietary portfolio as VP for Wells Fargo, and advised banks and insurance companies. An engineer by training, Ben
- [Josh Stein](https://thefcs.org/speaker/josh-stein) - As president and general counsel, Josh Stein is leading Harbor's efforts to build a compliance-focused technology platform for tokenizing private securities. He was previously general counsel and chief compliance officer at Zenefits, served as general counsel at OptumRx (a subsidiary of UnitedHealth Group), was an Assistant U.S. Attorney, a federal judicial clerk and an Intelligence
- [Nicole McCormack](https://thefcs.org/speaker/nicole-mccormack) - As SVP, Strategy & Operations at Flipboard, Nicole charters market-driven, data-informed strategies for Flipboard’s key audiences: people, brands, and publishers. In addition, Nicole is responsible for expanding Flipboard’s audience research, brand development, business insights, and international expansion. Before joining Flipboard, Nicole spent three years at Martha Stewart Living Omnimedia where she was most recently AVP
- [Benjamin Stuart](https://thefcs.org/speaker/benjamin-stuart) - Ben Stuart became Chief Marketing and Communications Officer in 2017, joining Bank of the West with more than 20 years of experience growing businesses within regulated industries. He has spent his career designing and managing complex marketing programs for business-to-business and business-to-consumer companies. Former positions include: Chief Marketing Officer roles with Surescripts and Sutherland Global
- [Kirstin Falk](https://thefcs.org/speaker/kirstin-falk) - Kirstin M. Falk is the Managing Director of Brand Storytelling+Innovation at Charles Schwab, a leading financial services company. Kirstin is passionate about building modern brands and driving digital transformation. She is responsible for identifying and piloting emerging digital and content opportunities that activate Schwab’s brand platform and generate audience evangelism. She has built an award-winning
- [Dawn Kruger](https://thefcs.org/speaker/dawn-kruger) - Dawn Kruger, CEO has been at Big Brothers Big Sisters of the Bay Area for 12 years. Prior to her current position as CEO, she was the Vice President of Operations, where she was charged with overseeing all program functions throughout the five-county service region as well as providing operations leadership for facilities, finance, and
- [Stephanie Rico](https://thefcs.org/speaker/stephanie-rico) - Stephanie Rico is senior vice president and Environmental Affairs business initiatives manager for Wells Fargo & Co. In this role, Rico leads efforts to help the company foster more resilient communities. She is also responsible for managing Wells Fargo’s response to CDP and for co-leading and managing its Corporate Social Responsibility approach. Rico has been
- [Douglas Figueredo](https://thefcs.org/speaker/douglas-figueredo) - Douglas joined Lazard in 2000 and is a Senior Vice President in Global Communications. He is responsible for the creative execution of all things digital and interactive, and believes that clear and clever design improves just about everything.
- [Jenny Varley](https://thefcs.org/speaker/jenny-varley) - Jenny is an experienced international leader at HSBC, one of the world’s largest banking and financial services organizations. Jenny is Global Head of Digital Communications with an extensive track record of formulating pioneering strategies and delivering results in a challenging market in multinational, multi-location, multi-disciplinary environments. Jenny has over 20 years of experience in the
- [Matt Shepherd-Smith](https://thefcs.org/speaker/matt-shepherd-smith) - Matt is the Chairman of MerchantCantos, the creative team within the Brunswick Group. With more than 25 years of experience within advertising agencies, Matt brings a consumer communications perspective to predominantly corporate communications challenges, and believes passionately in the importance of creativity in business. Matt has also worked within client companies, most recently as Global
- [David Wells](https://thefcs.org/speaker/david-wells) - David is chief marketing and communications officer of the Investment Management Division (IMD) of Goldman Sachs. Previously, he worked closely with Investment Management Division leadership to develop and implement various strategic initiatives. Before that, David oversaw Media Relations for the firm in the Americas. He joined Goldman Sachs as a managing director in 2010. Prior
- [Amy D'Oliveira](https://thefcs.org/speaker/amy-doliveira) - Amy d’Oliveira leads an multi-disciplinary strategy, media and analytics team supporting direct to consumer initiatives for Prudential Brand Marketing & Advertising, Prudential’s in-house advertising and content agency. She and her team collaborate with business unit and corporate partners to maximize brand impact, marketing effectiveness and audience engagement, including the award-winning "Bring Your Challenges" campaign. Prior
- [Jessica Purdy](https://thefcs.org/speaker/jessica-purdy) - Jessica Purdy is the Head of Social Media at Chase, where she leads Chase's marketing and communications efforts across social media. Jess joined JPMorgan Chase in 2011 as a member of the Public Relations team, building the Firm's social listening capabilities to support external communication efforts. Starting with Chase Twitter in 2012, she launched Chase's social media channels and has grown the bank's
- [Soumen Mukherjee](https://thefcs.org/speaker/soumen-mukherjee) - Soumen is a passionate researcher and marketing science savant with over 25 years of experience guiding marketing strategy. He has been a trusted advisor to Fortune 500 companies over two decades, driving insights within their marketing, customer, sales and analytics organizations. Soumen has presented and published his research in leading marketing conferences, journals and other
- [Yogini Biswas](https://thefcs.org/speaker/yogini-biswas) - Yogini Biswas serves as the Head of Brand Marketing for Brighthouse Financial, established by MetLife, Inc. in 2017. It is a leading provider of annuity and life insurance solutions. She is responsible for setting the brand’s vision and marketing strategy to support the company’s business goals, including communications, design, media and content. Throughout her career,
- [Jennifer Brockington](https://thefcs.org/speaker/jennifer-brockington) - Jennifer joined Ally in 2010 and is responsible for acquisition marketing strategy, including long-term strategic planning, brand strategy, prospect targeting, product positioning, channel optimization, national campaign development, media planning and program measurement.
- [Megan Elder](https://thefcs.org/speaker/megan-elder) - Megan is the Sr. Manager, Digital Content Strategy at American Express. She leads the distribution strategy for content marketing efforts across Global Commercial Services, ensuring American Express creates and reaches business decision makers with content that helps them get business done. Megan also has content marketing experience from the publisher perspective. Before joining Global Commercial
- [Annie Granatstein](https://thefcs.org/speaker/annie-granatstein) - Annie heads up The Washington Post’s in-house creative agency, WP BrandStudio, where she shepherds inventive multimedia programs for hundreds of major brands. In just the past two years, she has built the team out to 4x the revenue, staff and number of advertisers, garnering a slew industry accolades from leading organizations, including Digiday, OMMA, Pearl,
- [Terri Schriver](https://thefcs.org/speaker/terri-schriver) - Terri Schriver is the SVP of Enterprise Media for Bank of America, where she leads communications strategy and media planning for Wealth Management, Global Banking and Global Markets, Merrill Lynch – High Net Worth; U.S. Trust – Ultra High New Worth; Bank of America Merrill Lynch – Corporate and Institutional. Her responsibilities include setting the
- [Will Luttrell](https://thefcs.org/speaker/will-luttrell) - Will Luttrell is a technology executive and software engineer with 20 years of professional experience. An early pioneer in the areas of brand safety, ad viewability, fraud detection, content classification, inventory quality, and programmatic advertising, Will founded Amino Payments in 2017. The technology he has developed through his companies Amino Payments and Integral Ad Science
- [Jana Meron](https://thefcs.org/speaker/jana-meron) - Jana Meron is VP of Programmatic & Data Strategy for Business 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
- [David Zamorski](https://thefcs.org/speaker/david-zamorski) - David cut his teeth and refined his craft at best-in-class Chicago advertising agencies for more than a decade, before taking his current job at BB&T Bank in North Carolina. He advised many clients on digital strategy at such blue-chip corporations as Intel, General Motors, J.C. Penney and Kraft Foods. At BB&T, he is the go-to
- [Michael Schinelli](https://thefcs.org/speaker/michael-schinelli) - Michael Schinelli is a NYC native and spent his early career there in design and creative roles within product development and architecture firms. He joined Macy’s corporate offices in 2004, where is served as Director of Creative Operations, overseeing graphic design and in-store marketing for Macy’s first national division. He later served as Director of
- [Robert Berini](https://thefcs.org/speaker/robert-berini) - Rob Berini is a Managing Director in Deloitte’s Digital practice. He has over 20 years of working with banks to define customer and banker experience and create innovative solutions. Rob has market eminence in omnichannel financial services delivery, emerging technology strategy and innovation management. He co-authored one of earliest works on the topic of online
- [Alexandra Tynion](https://thefcs.org/speaker/alexandra-tynion) - Alex has always had a passion for technology and entrepreneurship. At Georgetown, Alex was on the executive team of the world’s largest student-run business. After graduating, she helped build out the university’s innovation program, finding ways for technology to solve campus wide issues. She then worked at Ralph Lauren in the company’s corporate Marketing department
- [Dan Simon](https://thefcs.org/speaker/dan-simon) - Dan is a writer and senior financial communications specialist with over 15 years’ experience in PR, Marketing & Advertising. Dan has led campaigns for some of the biggest brands in finance and FinTech, including Bloomberg LP, J.P.Morgan, and Citigroup. Dan is a regular columnist for Forbes, Markets Media and CoinTelegraph and he co-chairs the Museum
- [Mike Taylor](https://thefcs.org/speaker/mike-taylor) - As Managing Editor - Opinion and Analysis, Mike leads the Seeking Alpha team dedicated to curation of crowdsourced investment research and commentary. He is a CFA charterholder and member of the CFA Society Washington, DC.
- [Thomas Rozycki](https://thefcs.org/speaker/thomas-rozycki) - Tom has been practicing investor relations for his entire professional career, beginning in-house with several major telecommunications companies, and transitioning to the agency world seven years ago. Tom joined Prosek Partners in early 2005 to help cultivate the firm’s investor relations capabilities, and grew the practice’s revenues by 100% in the first year. He serves
- [Ann Marinovich](https://thefcs.org/speaker/ann-marinovich) - Ann Marinovich is the Senior Vice President, Content Partnerships & Strategy of Forbes Media. She is responsible for leading the company’s award-winning content marketing platform, BrandVoice. Marinovich joined Forbes in 2003. Since then she has worked in their San Francisco, New York, Los Angeles and Chicago offices in a variety of sales and strategy positions.
- [Lara Vandenberg](https://thefcs.org/speaker/lara-vandenberg) - Lara Vandenberg is the Vice President of Communications at Knotch, the leading, independent provider of real-time intelligence for marketers. At the helm of Knotch’s communications team, Lara creates and enforces the company’s branding, voice and strategy as it seeks to change the way global brands engage and understand their audiences. In 2016, Lara launched the
- [Darrell Jursa](https://thefcs.org/speaker/darrell-jursa) - Darrell is responsible for the commerce and content solutions offering across Omnicom Media Group. This includes design, and deployment of people, process, technologies which expand services in areas of high growth potential. He’s spent three decades on the client and agency side of the desk helping create new and reinvigorating existing image-driven brands at Foote,
- [Jeremy Skule](https://thefcs.org/speaker/jeremy-skule) - Jeremy Skule is the Chief Marketing Officer of Nasdaq. In this role, he is responsible for all brand, marketing, design, digital and social properties as well as internal and external communications. Mr. Skule brings more than 15 years of global brand building experience including a special emphasis on reputation/issue management, integrated business marketing, strategic communications
- [Jill Kremins](https://thefcs.org/speaker/jill-kremins) - Jill Kremins is Chief Marketing Officer of BNY Mellon Wealth Management. In this role, she is responsible for the development, implementation, and management of all marketing, branding, client database, event, sponsorship, PR and communication strategies and activities for the organization. Jill joined BNY Mellon in April 2015 and has more than 30 years of experience
- [Richard Aneser](https://thefcs.org/speaker/richard-aneser) - Richard Aneser is Senior Vice President and Chief Marketing Officer of Lincoln Financial Group Annuity Solutions, Lincoln Financial Distributors, and Lincoln Financial Network. Aneser is responsible for leading strategic marketing initiatives with a customer-focused approach to help achieve sales and revenue goals. He drives customer preference for Lincoln solutions through an omni-channel marketing approach, using
- [David Thuma](https://thefcs.org/speaker/david-thuma) - David Thuma is Executive Vice President and Chief Marketing Officer for PNC Bank, responsible for leading brand management, advertising, data/analytics management, and line of business marketing across the corporation. Prior to being named to his current position in January 2016, he served as Senior Vice President of Integrated Line of Business Marketing for five years.
- [Jeanie Ulicny](https://thefcs.org/speaker/jeanie-ulicny) - Jeanie Ulicny, Principal of Ulicny Financial Communications and Strategy, has more than 25 years in the financial services industry. She advises investment management and brokerage companies on strategic development, specializing in the areas of corporate positioning, branding and marketing communications. Ulicny has deep experience with alternative investments. Jeanie began her career with Fidelity Investments, where
- [Michael Useem](https://thefcs.org/speaker/michael-useem) - Michael Useem is Professor of Management and Director of the Center for Leadership and Change Management and Faculty Director of the McNulty Leadership Program at the Wharton School, University of Pennsylvania. His university teaching includes MBA and executive-MBA courses on management and leadership, and he offers programs on leadership and governance for managers in the
- [Jessica Titlebaum Darmoni](https://thefcs.org/speaker/jessica-titlebaum-darmoni) - Jessica Titlebaum Darmoni has over 15 years of experience building relationships, networking and connecting the dots. She is currently the founder of The Title Connection LLC, a boutique firm that provides business development and marketing strategies to firms in the financial industry. Previously, she spent time in similar roles at Itiviti, the National Futures Association
- [Anita Watkins](https://thefcs.org/speaker/anita-watkins) - 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
- [Jennifer Bennethum Burns](https://thefcs.org/speaker/jennifer-bennethum-burns) - Jennifer Burns's career spans 15+ years of agency and client side experience across fin-tech, mobile, healthcare, transportation and packaged goods. Her passion lies in connecting the needs of consumers with a brand’s underutilized potential, to drive engagement and conversion. Jen currently oversees Marketing Strategy and Communications for the Personal Loans business at Discover Financial. In
- [Caroline Gillard](https://thefcs.org/speaker/caroline-gillard) - Caroline Gillard is a Public Relations Specialist for the Options Clearing Corporation (OCC), the world’s largest equity derivatives clearing organization. In her current role, Caroline manages the social media accounts for OCC, the Options Industry Council (OIC) and the Options Industry Conference, and assists with developing communication and thought leadership pieces for OCC’s other platforms,
- [Evan Kulak](https://thefcs.org/speaker/evan-kulak) - Prior to founding Polaris Portfolios, Evan held positions at Merrill Edge, Cadence Capital Management, and Fifth Third Private Bank. A graduate of Bowdoin College, Evan leads the financial planning and investment divisions of Polaris Portfolios. Evan enjoys integrating financial advice with the latest in technology to provide clients with a better wealth management experience.
- [George Marootian](https://thefcs.org/speaker/george-marootian) - George Marootian is Executive Vice President, Head of Technology at Natixis Global Asset Management – U.S. Distribution. He joined the firm in 2014. In this role, Mr. Marootian manages the technology function, which includes all areas of infrastructure, software engineering, production operations and technology innovation. One of his key areas of focus is on creating
- [Michael Nicholas](https://thefcs.org/speaker/michael-nicholas) - Michael is a founder of the world's first A.I.gency. BORN A.I. is singularly focused on leveraging Artificial Intelligence technologies and creativity to deliver highly engaging, intelligent agents for the worlds best brands.
- [Greg Ryan](https://thefcs.org/speaker/greg-ryan) - Greg Ryan covers finance, professional services firms and public policy.
- [Diane Frankenfield](https://thefcs.org/speaker/diane-frankenfield) - Diane Frankenfield is Managing Director, Head of US Marketing for Legg Mason Global Asset Management. Prior to joining Legg Mason, Ms. Frankenfield was Senior Vice President and Head of Marketing at Oppenheimer Funds where she was responsible for developing the strategic direction and execution of all global marketing activities including brand, advertising, creative, digital, channel
- [London Thomson-Thurm](https://thefcs.org/speaker/london-thomson-thurm) - London Thomson-Thurm is Vice President, Content Marketing at PIMCO, where she designs and directs strategic marketing campaigns, and manages the firm’s social media channels. Prior to joining PIMCO, she was a business development associate at AQR Capital Management, building relationships with institutional clients and prospects. Previously, London worked in the hedge fund and private equity
- [Zarna Sanghvi](https://thefcs.org/speaker/zarna-sanghvi) - Zarna Sanghvi is a Digital and Innovation professional from London living in New York City. Together with her team at Schroders she is responsible for creating digital experiences for the websites, intranet, mobile applications and emerging new technologies. Her work includes managing teams across multiple technology platforms and business channels. She graduated from City University
- [Lea Stendahl](https://thefcs.org/speaker/lea-stendahl) - As Chief Marketing Officer, Lea Stendahl is responsible for defining and driving E*TRADE’s brand and marketing executions across all channels. Lea brings to E*TRADE deep, customer-centric marketing and leadership experience as the Company reclaims its position as the undisputed home for digitally inclined traders and investors. Under Lea’s leadership, E*TRADE’s iconic and irreverent brand has
- [Joanna Armandi](https://thefcs.org/speaker/joanna-armandi) - Joanna is a Senior Manager of Brand Marketing at eMoney Advisor, the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients’ financial lives. She joined eMoney in 2016 from Lincoln Financial where she had been a communications consultant for the prior four years.
- [Jamie Poston](https://thefcs.org/speaker/jamie-poston) - Jamie joined Transamerica in December 2016 to provide leadership for the brand in relation to media strategy development, campaign execution, channel measurement and overall investment optimization across all channels.
- [Joe Kessler](https://thefcs.org/speaker/joe-kessler) - Over more than three decades in marketing, communications, technology and strategy, Joe has established a reputation as an authority on behavioral insights and data-driven consumer engagement strategies. For more than 7 years, he was President of The Intelligence Group (IG), a leading consumer insights firm focused on youth culture and consumer trends, and Publisher of
- [John Sullivan](https://thefcs.org/speaker/john-sullivan) - John Sullivan is the editor-in-chief of 401(k) Specialist, the only vertical content source dedicated exclusively to 401(k)-centric retirement advisors. Reaching almost 40,000 retirement plan professionals, 401(k) Specialist has become “The Voice” for the 401(k)-advisor audience. With more than 25 years serving financial and insurance markets, Sullivan is the former editor-in-chief of Investment Advisor magazine and
- [Chad Nichols](https://thefcs.org/speaker/chad-nichols) - Chad serves as Chief Compliance Officer at Janus Henderson Distributors. Previously he was Director of Compliance at Betterment. He holds a JD from University of Denver - Sturm College of Law, and a BS from Washington and Lee University.
- [Ann Dykman](https://thefcs.org/speaker/ann-dykman) - Ann Dykman has the good fortune to lead an outstanding team of writers and creative content producers with a passion for storytelling. Ann and her team help shape and tell American Express's story internally through the voices of its people. She is responsible for companywide employee communications and has held other editorial and communications roles
- [Bill Webster](https://thefcs.org/speaker/bill-webster) - Bill is a marketing executive with over 25 years of experience building brand stature and leveraging brand assets on both the agency and client sides of businesses. Most recently, the Managing Director of Brand Evolution, Reputation, and Marketing Services at AXA, he has effectively utilized media budgets ranging from under $1M to $+400M to achieve ambitious
- [Tony Wessling](https://thefcs.org/speaker/tony-wessling) - Tony Wessling is the Co-founder and Managing Partner of Chromium, a strategic consultancy based in San Francisco, with an office in Washington, DC and representatives in New York, Los Angeles, and San Diego. The firm has pioneered a new approach to brand and culture, developing and implementing holistic strategies that leverage the combined power of
- [Rachel Caldwell](https://thefcs.org/speaker/rachel-caldwell) - Rachel Caldwell is Head of Creative in Brand Management at The Vanguard Group, Inc. where she leads a team responsible for all aspects of brand strategy and creative execution across the organization. Prior to joining the brand team, Rachel served as Creative Director in the retirement division for more than 15 years, winning numerous awards
- [Deidre Campbell](https://thefcs.org/speaker/deidre-campbell) - Deidre Campbell is expert at strategic communications programming to advance business goals and transform brands. Deidre specializes in communicating an organization’s values and impact as well as driving integrated marketing communications programs micro-targeted to key stakeholders. Grounded in metrics and measurement, Deidre designs results-oriented programs that draw from a mix of skill sets including corporate/executive
- [Lisa Manganello](https://thefcs.org/speaker/lisa-manganello) - Lisa Manganello is an experienced marketing strategist with expertise in product and brand development. Her strategic approach is driven by a passion for understanding and applying consumer insights to deliver differentiated marketing that drives business results. Since December 2012 Lisa has been with Morgan Stanley. She was the Head of Investment Product & Private Banking
- [Jason Hill](https://thefcs.org/speaker/jason-hill) - Jason Hill is Global Head of Media for BlackRock, where he is responsible for all aspects of paid media strategy, search, and social across the U.S. and key global markets, and for both BlackRock and iShares campaigns. He has authored a Media Manifesto for the firm to drive best practices in media and content, and
- [Jessica Douieb](https://thefcs.org/speaker/jessica-douieb) - Jessica Douieb is head of Digital Solutions in the Investment Management Division (IMD) at Goldman Sachs. In this role, she works with divisional leadership to prioritize, build and manage IMD's digital products and platforms. Previously, Jessica was global head of the IMD Communications Group, focused on brand management, marketing and communications.
- [Maria Rosati](https://thefcs.org/speaker/maria-rosati) - Maria is a senior corporate communications strategist with more than 25 years of experience both international and domestically. She understands the fundamental drivers of business and the evolving, global market place in which brand value is a key component to generating revenue. She joined Legg Mason’s corporate communications group in 2006. Over her tenure, she
- [Carmela DiMeo](https://thefcs.org/speaker/carmela-dimeo) - Carmela Di Meo is Global Head of Marketing & Communications at PineBridge Investments, a private, global asset manager. She has more than 20 years of marketing experience, including leadership positions at OppenheimerFunds, AllianceBernstein, and Brown Brothers Harriman. She received a BA from Long Island University and a MBA from the Stern School of Business at
- [Jessica Toonkel](https://thefcs.org/speaker/jessica-toonkel) - Jessica has been at Reuters since 2011 and currently covers media and advertising, including how the largest media companies and big consumer-facing names are adapting to the changing landscape. Prior to her current role, she covered trends in mutual funds and investing. In 2012, Jessica was part of a group that was a finalist for
- [Matt Turner](https://thefcs.org/speaker/matt-turner) - Matt is a deputy executive editor at Business Insider. He started at Business Insider in July 2015. He was previously the US editor at Dow Jones-owned title Financial News. He also led the investment-banking team at Financial News in London. Matt's work has appeared in The Wall Street Journal in Europe and the US and on WSJ Moneybeat.
- [Michael Bailey](https://thefcs.org/speaker/michael-bailey) - Michael is part of the Media Lab team within Google Marketing. His team manages Google’s advertising presence across all digital screens; focused on planning and optimizing Google’s search, display, mobile, digital video, search and paid social presence. This team supports all consumer and ad product online media including Search, Google Home, Google Pixel, Android, Google
- [Michele Cardinal](https://thefcs.org/speaker/michele-cardinal) - Michele has been with BlackRock since 2015, and is responsible for global brand strategy, management, and naming, and campaign strategy and management. Previously, Michele was Head of Global Brand and Product Marketing at Visa Inc., responsible for all aspects of the Visa brand globally as well as global campaign strategy. She spent 10 years at
- [Alison Gensheimer](https://thefcs.org/speaker/alison-gensheimer) - Alison joined Wells Fargo in 2013 as VP, Digital Marketing. She is responsible for leading a team of digital advertising experts in the creation, implementation and optimization of a specialized advertising tech stack that meets the unique needs of financial services. Previously she worked at DataXu, Velti, 5th Finger, and VeriSign.
- [Eric Perko](https://thefcs.org/speaker/eric-perko) - Eric Perko leads the Media capability at MUH-TAY-ZIK | HOF-FER. He and his team are focused on melding innovative media strategies with brilliant creative. Eric is passionate in pushing the media industry to innovate in order to take full advantage of the landscape and drive success for client business. Eric has led efforts for brands
- [Michelle Doti Taylor](https://thefcs.org/speaker/michelle-doti-taylor) - A fitness enthusiast, sports marketer and business strategist, Michelle started at Tata Consultancy Services (TCS) in 2014 and is currently the Head of Global Sports Sponsorships. TCS is one of the world’s top three IT services and consulting ­firms. TCS combines industry expertise and inventive technology to create business-changing digital solutions for our clients. Michelle
- [Suzanne Vranica](https://thefcs.org/speaker/suzanne-vranica) - Suzanne Vranica has been a reporter with The Wall Street Journal since 2003. In 2014, she became Journal's Advertising Editor.
- [Tad Ehrbar](https://thefcs.org/speaker/tad-ehrbar) - Tad Ehrbar is a senior member of Citi’s Media, Advertising & Global Entertainment team, which is focused on creating and implementing high impact consumer programs and campaigns that engage and drive the long-term brand loyalty for millions of Citi cardmembers. The team oversees Citi Private Pass, Citi’s award winning consumer access program, which offers unique
- [Kyle Wong](https://thefcs.org/speaker/kyle-wong) - As the Founder & CEO of Pixlee, Kyle spends his days working with marketers from top brands to rethink how they use authentic user-generated content to engage the next generation of customers and drive higher conversion. In addition to his role at Pixlee, he is an active contributor for Forbes and Fortune Magazine where he
- [Jake Gibson](https://thefcs.org/speaker/jake-gibson) - Jake Gibson is an active startup mentor and angel investor. Prior to this, he was co-founder and COO of NerdWallet, after serving time as a derivatives trader at JPM during the financial crisis. Jake graduated from MIT with a BS in Mathematics and in Management Science.
- [Erik Kobayashi-Solomon](https://thefcs.org/speaker/erik-kobayashi-solomon) - Erik Kobayashi-Solomon has parlayed 20 years’ experience on Wall Street to found Framework Investing, a company that trains individuals and organizations to measurably improve their decision-making processes, confidently assess the value of public and private companies, and intelligently structure investment portfolios. Before founding Framework, he served as a buy-side analyst covering Japanese equities, the market
- [Eric Metz](https://thefcs.org/speaker/eric-metz) - Eric oversees all investment strategies and portfolio management activities at the firm. Prior to joining SpiderRock Advisors, Eric was the Derivatives Strategist and Portfolio Manager at RiverNorth Capital Management, managing both mutual fund and hedge fund assets. Eric graduated Magna Cum Laude from the University of Michigan with a B.S.E in Industrial and Operations Engineering
- [Rob Pinkerton](https://thefcs.org/speaker/rob-pinkerton) - Rob Pinkerton is chief marketing officer for Morningstar. An expert in consumer, business, and technology marketing, Pinkerton was previously chief marketing officer for HelloWallet, a leading provider of online financial wellness, which Morningstar owned from 2014 to 2017. Before joining HelloWallet, Pinkerton served in executive marketing and product roles for Adobe Systems, LexisNexis, and Siebel
- [Andrea Riley](https://thefcs.org/speaker/andrea-riley) - Andrea Riley was named chief marketing and public relations officer of Ally Financial in 2015. In this role, she is responsible for overseeing the company’s marketing, advertising, public relations, market research initiatives, social media and brand management. Andrea joined Ally at the height of the financial crisis when the company faced intense challenges— transitioning from
- [Matthew Quale](https://thefcs.org/speaker/matthew-quale) - Matthew Quale is the chief marketing officer at Brighthouse Financial, an operating segment of MetLife, Inc. Brighthouse Financial was established by MetLife in 2016 and is a leading provider of annuity and life insurance solutions in the U.S. In this role. Matt is responsible for the company’s marketing and branding strategy, partnering closely with the
- [Rachel Gangel](https://thefcs.org/speaker/rachel-gangel) - Rachel has been with the Bank of America (and predecessor) organization since 2000, in a range of roles across the Global Marketing & Corporate Affairs team. She has supported Consumer Marketing, Wealth Management Marketing, and also spent 7+ years as a leader on the company’s Enterprise Strategy and Programs team. After concluding an opportunity to
- [Lauren Brown](https://thefcs.org/speaker/lauren-brown) - Lauren Brown is the special projects editor for Quartz. She develops high-concept, ambitious journalistic projects and is responsible for coordinating the design, marketing, and editorial efforts behind them. Previously, Lauren was Quartz's deputy Ideas editor. Before her tenure at Quartz, she worked at Business Insider as their contributors editor.
- [Raz Choudhury](https://thefcs.org/speaker/raz-choudhury) - Raz Choudhury is the Co-Founder and CEO of SAM (www.sam.ai) a fully integrated sales and marketing platform powered by AI. Prior to SAM, Raz founded and ran USAWeb (now Office Interactive) for over 15 years, making it a reputable app development and digital marketing agency. Raz was introduced to the world of technology through a
- [Christine DiLandro](https://thefcs.org/speaker/christine-dilandro) - Christine DiLandro is the Director of Global Media & Integrated Marketing for the Citi US Card business. In her role, Christine is responsible for media investments and strategic communications planning. Christine has a strong track-record of pushing forward best-in-class digital marketing programs that have won industry awards. Christine led the integrated marketing partnership for Citi
- [Anthony Vitalone](https://thefcs.org/speaker/anthony-vitalone) - Anthony is a senior digital and integrated marketing leader with 30 years’ experience in financial services across multiple disciplines including: asset & wealth management, private client, institutional/retail banking, financial data and insurance. Beginning his career as a bank teller while in college and progressing through all verticals within financial services and eventually as an executive
- [Greg Yates](https://thefcs.org/speaker/greg-yates-2) - Gregory Yates is Chief Marketing Officer at RICG where his responsibilities include Business Modeling, Brand Marketing, Communications, Advertising, Business Development and Product Evolution. Greg's tenure includes over twenty years of building new brands and rescuing stale ones that were falling out of vogue. His unique and creative approach has earned him numerous industry accolades including
- [Marc Atiyeh](https://thefcs.org/speaker/marc-atiyeh) - Marc leads Strategy at Clarity Money where he focuses on growth efforts from User Acquisition, Operations, Partnerships, and Marketing. Prior to joining Clarity Money, he was the Head of Growth at Paribus where he oversaw the growth of the company from 10,000 users to ~1,000,000 in less than 12 months until Paribus got acquired by
- [Emily Glazer](https://thefcs.org/speaker/emily-glazer) - Emily Glazer is a banking reporter for The Wall Street Journal focusing on two of the largest U.S. banks: J.P. Morgan Chase and Wells Fargo. She covers all aspects of banking, from the hard hitters on Wall Street and alleged bribery in China to heightened rules and regulations, including terrorist financing and banking along the
- [Dianne Anderson](https://thefcs.org/speaker/dianne-anderson) - Dianne is the VP of Marketing and Communications for Capital Group | American Funds, which she joined in 2001.
- [Chris Palmeri](https://thefcs.org/speaker/chris-palmeri) - Chris helps run the Los Angeles office of Bloomberg News, which consists of fourteen reporters and editors, covering areas such as entertainment, real estate, finance and politics. Before joining Bloomberg in 2009, he had been a senior correspondent at BusinessWeek. Chris also worked at Forbes for 13 years, eventually becoming its Houston Bureau Chief.
- [Olly Smith](https://thefcs.org/speaker/olly-smith) - Oliver is a highly experienced media executive with a particular knowledge of video marketing and content distribution across digital channels. He is currently based in Los Angeles where he is building Unruly's business on the West Coast. Unruly works with brands and studios to get their videos seen, shared and loved across the open web.
- [Gabriel Kahn](https://thefcs.org/speaker/gabriel-kahn) - Gabriel Kahn is a professor at the USC Annenberg School of Journalism, where he also is co-director of the Media, Economics and Entrepreneurship program. His principal research focus is studying the business models of the news industry. Before joining USC, Kahn worked as a newspaper correspondent and editor for two decades, including 10 years at
- [Robert Rose](https://thefcs.org/speaker/robert-rose) - Robert Rose is a bestselling author, world-renowned marketing expert and the Chief Strategy Officer of the Content Marketing Institute. Robert’s first book, Managing Content Marketing, spent two weeks as a Top Ten marketing book on Amazon and is considered to be the 'owner’s manual’ of the content marketing process; his latest book Experiences: The Seventh Era of
- [Fred Macri](https://thefcs.org/speaker/fred-macri) - Fred is the head of Content Marketing at Capital Group | American Funds, which he joined in 2014.
- [Steven Shapiro](https://thefcs.org/speaker/steven-shapiro) - Steven Shapiro is the founder and president of Communications Strategy Group (CSG®), with offices in New York, Chicago and Denver, and one of PR News’ 50 Game-Changers of PR for 2017. With more than two decades of experience working with financial services companies, Steven has built high-value marketing and PR content strategies that deliver measurable
- [Josh Quittner](https://thefcs.org/speaker/josh-quittner) - As editorial director for Flipboard Josh Quittner works with publishers to help create great editorial experiences that take full advantage of the personal magazine. Additionally, his editorial thinking guides the evolution of Flipboard itself. Josh joined Flipboard from Time. Inc., where he worked for many years, most recently as editorial director digital for Time Inc.’s
- [Jennifer Larson](https://thefcs.org/speaker/jennifer-larson) - Jennifer Larson, VP, Director of Global Brand Management & Governance at BMO Financial Group, was appointed to ensure the bank’s brand strategy remained well articulated and consistently communicated throughout the organization, with a focus on building equity and an eye for customer experience. She was instrumental in BMO’s 2014 brand refresh, continues to shape the
- [Lindy Hood](https://thefcs.org/speaker/lindy-hood) - Lindy Hood is the Head of Marketing for Zurich North America. In this role, she is responsible for all aspects of marketing, including strategy, research, proposition development, content marketing, digital marketing and advertising. She is an advocate for the customer and brings years of experience building long-term partnerships to deliver products and services that exceed
- [Erin Vogel](https://thefcs.org/speaker/erin-vogel) - Erin Vogel is a passionate marketer who loves big, bold, creative ideas—especially in the digital sphere. She joined Mediavest | Spark in 2010 as an SVP/Content Strategist, and has gained extensive experience working with clients such as Valspar, Red Lobster, Hanes, Ari by Ariana Grande, and Kao. Before assuming her current role, she oversaw the strategic process from initial ideation to
- [Leila Chism](https://thefcs.org/speaker/leila-chism) - Leila is an experienced media and marketing professional with extensive background in both domestic and international media management. With over 20 years of experience working with both consumer and commercial brands including multiple technology brands, OTC medicine, cars, wine and soda pop, she is currently VP of Media and Sponsorships at Charles Schwab.
- [Susan Panico](https://thefcs.org/speaker/susan-panico) - Susan is Senior Vice President of Strategic Solutions at Pandora, which she joined in 2012. Previously she worked at Sony Computer Entertainment America for 18 years, in various marketing positions, most recently as Senior Director, PlayStation Network.
- [Christine Bensen](https://thefcs.org/speaker/christine-bensen) - At iCrossing, Christine is the Executive leader of the SEM, SEO, Display, Paid Social, Analytics and Media Strategy practices, comprising 150 employees nationwide. She joined the firm in 2012. Her career on the agency side included senior positions at Zenith Optimedia/Moxie Interactive, TBWA Chiat Day, Publicis Modem, among others.
- [Eric Weiss](https://thefcs.org/speaker/eric-weiss) - As CMO, Eric leads all marketing strategy and initiatives for the nation’s first digital wealth management firm, Personal Capital, which he joined in 2016.
- [Elizabeth Bowyer](https://thefcs.org/speaker/elizabeth-bowyer) - Liz is global co-head of Brand and Content Strategy in the Executive Office. The group is responsible for creating and highlighting content that focuses on Goldman Sachs’ analysis and work related to economies, markets and clients. Brand and Content Strategy leverages various communications channels, including advertising and digital platforms, to reach across the firm’s core
- [Amy Sokotch](https://thefcs.org/speaker/amy-sokotch) - With 15 years experience in media and marketing, Amy currently serves as SVP; Advertising, Media and Partnerships at Citi. Amy joined Citi in 2011, leading media planning and partnerships for various Credit Card initiatives including Private Pass, ThankYou, Digital Wallets, and others. To build awareness for ThankYou’s dining and entertainment benefits, Amy conceived and developed
- [Keith Gormley](https://thefcs.org/speaker/keith-gormley) - Keith Gormley is the Vice President of Social Media for Prudential, where he has managed the award winning Prudential social media program since December, 2012. A graduate of Emerson College (B.A) in Boston and Pepperdine University (M.A.) in California, Keith has helped brands large and small over his 15+ year career to use both traditional
- [Laura Correnti](https://thefcs.org/speaker/laura-correnti) - Laura is head of the Media COE at Giant Spoon, responsible for leading media strategy and buying with a sharp focus on creative media partnerships. Long championing a no-RFP stance, Laura crafts media blueprints “from scratch” to address culture, technology and the non-linear approach consumers take when engaging brands and the world around them. This approach has largely been reflected
- [Herb Scannell](https://thefcs.org/speaker/herb-scannell) - Herb Scannell was formerly the President of BBC Worldwide, North America. He was responsible for their flagship cable channels including, BBC America and distribution of BBC World News, BBC Worldwide Productions LA, BBC.com, Sales and Distribution, and Home Entertainment & Licensed Consumer Products. Herb built the North American business to over $500mm in revenue and
- [Neil Gallagher](https://thefcs.org/speaker/neil-gallagher) - Neil Gallagher is Executive Director and Head of Advisor Marketing and Creative Solutions for UBS Wealth Management Americas. Neil leads a team that encompasses the in-house creative agency and an exclusive team dedicated to supporting the marketing needs of 7,000+ Financial Advisors. Under his leadership, his group develops resources and tools for Financial Advisors with
- [Julie A. Vander Veen](https://thefcs.org/speaker/julie-a-vander-veen) - Julie A. Vander Veen is the head of Corporate Services for the UBS Equity Plan Advisory Services group. In her role, she is responsible for the corporate client experience. She has responsibility for the client-facing groups servicing equity plan clients, which includes relationship and service managers. Julie's teams have responsibility for managing over 180 corporate
- [Cheryl Brama Berman](https://thefcs.org/speaker/cheryl-brama-berman) - Cheryl Brama Berman is Director and Senior Writer for UBS Wealth Management Americas, leading copy on several businesses, including UBS Equity Plan Advisory Services and UBS Investor Watch—a quarterly publication that she helped transform from a printed report into a multi-media powerhouse. During her career, Cheryl has gained expertise in virtually every category and industry,
- [Jill Sherman](https://thefcs.org/speaker/jill-sherman) - Jill Sherman leads GroupeConnect’s social practice across North America. She holds a patent in social commerce and is a critical part of the agency’s business, which currently provides social media scope — channel expertise, social analytics, social CRM, crisis management, content-for-social strategy — to 70% of its national client base. Jill’s team is cross-capability, and
- [Robert Green](https://thefcs.org/speaker/robert-green) - Robert Green has worked as an executive in film, television and digital content for over 15 years. With experience ranging from overseeing development of such films as STUART LITTLE and GLADIATOR, to launching and managing production of HuffPost Live and digital content at Conde Nast Entertainment, Green has established a worldwide reputation for successfully developing
- [Jim Harrington](https://thefcs.org/speaker/jim-harrington) - As SVP Group Creative Director at GroupeConnect, a Publicis Groupe Agency, Jim leads the creative team that creates engaging content and experiences across all digital channels for Bank of America. He has spent over 20 years in digital advertising, elevating some of the world’s best known brands such as Proctor & Gamble and General Motors.
- [Lewis Sherr](https://thefcs.org/speaker/lewis-sherr) - Lewis H. Sherr is the Chief Revenue Officer for the USTA. In this role, he is responsible for all commercial activities and business development for the USTA, the US Open, US Open Series, community-based programs and all associated USTA properties. In this capacity, Sherr oversees the Broadcast, Sponsorship, Ticketing and Hospitality businesses, driving significant growth
- [Daniel Rothman](https://thefcs.org/speaker/daniel-rothman) - Daniel is Director of Commercial Insights at the Financial Times, where he has worked since 2004. He earned his Master's and Bachelor's degrees at Stony Brook University. He currently serves on the Board of Directors of the Financial Communications Society.
- [Kathy Hutson](https://thefcs.org/speaker/kathy-hutson) - Kathy Hutson is currently the Insurance Analytics Offering Leader in the IBM Analytics and formerly the Global Insurance Segment Leader in S&D. Ms. Hutson has worked in the financial services industry her entire career. Prior to joining IBM, Kathy worked at McKinsey & Company in the Insurance Practice. Previously, she worked as the Special Assistant
- [Liz Bigham](https://thefcs.org/speaker/liz-bigham) - Liz Bigham is Chief Marketing Officer of Burford Capital, a leading global finance firm focused on law that is publicly traded in London. Liz has led Burford’s brand and marketing activities since 2014, a period of significant growth. Prior to joining Burford, Liz was EVP of Brand Marketing for Jack Morton Worldwide, a top-ranked global
- [Jane Barratt](https://thefcs.org/speaker/jane-barratt) - Jane Barratt, Founder & CEO of GoldBean, is a long-term investor and champion of financial literacy. Jane spent more than 20 years driving growth for Fortune 500 companies, including many Financial Services institutions. Her frustration with the disconnect between personal consumption (which drives the economy) and personal finance (from which only the wealthy benefit) inspired
- [Christine Farrier](https://thefcs.org/speaker/christine-farrier) - Christine Farrier is a Senior Manager of Field Marketing at Demandbase, responsible for the East Coast Territory. In this role she brings together nearly 20 years of marketing and entrepreneurial expertise. Prior to joining Demandbase Christine held marketing leadership roles with Markit and Imagine Software and launched Uzeeum, an arts and technology startup.
- [Andrew Engler](https://thefcs.org/speaker/andrew-engler) - Andrew leads Argo Group's Product Divisions focused on using modern technical frameworks and cutting edge Data Science initiatives specific to market disruption and Artificial Intelligence/Machine Learning. He joined Argo in 2015, having worked at Allstate for the prior five years. He graduated from San Diego State University-California State University.
- [Matt Lieber](https://thefcs.org/speaker/matt-lieber) - Matt Lieber is cofounder and President of Gimlet Media. In a previous life, Matt produced radio shows (On Point, Fair Game) and podcasts (Slate Culture Gabfest). He also worked as a management consultant at The Boston Consulting Group, where he focused on media and digital business. Then he chucked it all for Gimlet. He holds
- [Aimee Keane](https://thefcs.org/speaker/aimee-keane) - Aimee Keane is a reporter and multimedia journalist for the Financial Times based in New York. She joined the FT in London in 2015, and has reported on the healthcare and leisure sectors. She produces the FT's weekly business and economics podcast, Alphachat, which won the Digital Audio category at the 2016 Excellence in Financial
- [Yu Wong](https://thefcs.org/speaker/yu-wong) - Yu Wong is Executive Director, Digital Strategy, at Morgan Stanley. He helps the firm craft stories that express the core narrative and values of the brand for a broad range of digital channels. In a previous life, Yu was an editor and reporter for The Wall Street Journal. His other credits include The New York
- [Phillip Wang](https://thefcs.org/speaker/phillip-wang) - Phil joined Wells Fargo in 2002 to take over a newly created position in the Consumer Credit Group’s Strategic Marketing organization focusing on Diverse Growth Segments. In 2005 he joined Enterprise Marketing’s Brand and Advertising team as the General Market Advertising Manager. He is now one of five Integrated Marketing Campaign Leads responsible for developing
- [Michael Bohn](https://thefcs.org/speaker/michael-bohn) - Michael Bohn is the Head of Business and Sales Strategy for Yahoo's media business, overseeing Yahoo Finance, News, and Entertainment. In his current role, he manages a team of Business and Sales Strategists, whose primary focus is to partner with Yahoo's Editorial and Product teams to build marketing solutions for clients and agencies, ensuring those
- [Adam Kleinberg](https://thefcs.org/speaker/adam-kleinberg) - Adam is the CEO of Traction, a creative agency in San Francisco that believes everything is interactive. MediaPost named Adam an OMMA All-Star in 2013, an award given to the three most influential digital creatives in the U.S. each year. Traction, the agency he co-founded and runs has won Small, Independent or Interactive Agency of
- [Will McKenna](https://thefcs.org/speaker/will-mckenna) - Will McKenna is a senior creative manager at American Funds, part of Capital Group, focusing on advisory, retirement and institutional markets. He has 20 years of industry experience and has been with Capital Group for 15 years. Prior to joining Capital, Will was an associate at Mercer Management Consulting in New York, where he focused
- [Kenton Williston](https://thefcs.org/speaker/kenton-williston) - Kenton Williston is the Director of Content at Integrated Marketing Partners, a San Francisco-based agency focused on financial services and tech clients. He leads the agency’s content practice, which offers everything from comprehensive digital publishing programs to content creation and social media campaigns. With a degree in engineering from and a background in economics and
- [Lori Heinel](https://thefcs.org/speaker/lori-heinel) - Lori is Deputy Global Chief Investment Officer for State Street Global Advisors. In this capacity, Lori is responsible for a range of activities that impact the effective delivery of investment strategies and solutions to our global client base, including representing our market outlook and investment themes, taking a lead role in investment strategy oversight, governance
- [Susan Olson](https://thefcs.org/speaker/susan-olson) - Susan Olson is a Vice President - Government Relations at Natixis Global Asset Management – U.S. Distribution. In this role, she serves as point person for the firm, and helps the firm maintain awareness of the regulatory environment, as well as ongoing governmental issues and initiatives. From 2005 - 2015, she served as Managing Regional
- [Joel Weber](https://thefcs.org/speaker/joel-weber) - Joel Weber is the Editor of Bloomberg Markets magazine at Bloomberg LP. He's been with Bloomberg since 2012. During his career, Joel has held editorial roles at ESPN The Magazine, Men's Health, Best Life, and Men's Journal. He earned his B.A. in journalism at University of Oregon.
- [Rebecca Braeu, PhD, CFA](https://thefcs.org/speaker/rebecca-braeu-phd-cfa) - Rebecca, an expert in US economic data and policy, is leads Sovereign Research and Strategy at Standish Mellon Asset Management, generating actionable trade ideas in sovereign rates and FX markets. She is responsible for forecasting macro variables for major non-US developed market economies as part of Standish’s top-down macro process. Prior to joining Standish in
- [Missy Pohlig](https://thefcs.org/speaker/missy-pohlig) - Missy Pohlig is responsible for identifying the issues affecting financial advisors and developing practice management solutions to help advisors run better businesses. She has a special focus on the issues surrounding Generation Y and how to address the needs of younger advisors as well as how to engage millennial investors. Additionally, Missy oversees SEI’s ProcessWise
- [Scott Cohen](https://thefcs.org/speaker/scott-cohen) - Scott Cohen has spent over a decade building the Philadelphia region’s fastest growing digital and direct marketing agency, Quattro. Along the way, Scott’s high-energy personality, creativity and client-first approach has helped Quattro forge partnerships with some of our region’s top marketing organizations including Comcast, Ditech Mortgage and US Bank – along with many other leading
- [Kimberly Boone](https://thefcs.org/speaker/kimberly-boone) - Kimberly Boone is a Group Director for the Americas at Ptarmigan Media in New York, which she joined in 2015, from ZenithOptimedia. Previously she worked at Group M and DDB. She earned her MBA in Finance and Marketing at Fordham University and her BA at Lehigh University.
- [David A.A. Ross](https://thefcs.org/speaker/david-a-a-ross) - During his 25 years in marketing and sales enablement, David has collected experience at leading financial firms, built a proven record developing and implementing transformational branding strategies. Today, he is a Global Head of Marketing, Viteos Capital Markets Services. Prior to joining the business process services sector David was senior vice president and head of
- [Arianna Orpello Lewko](https://thefcs.org/speaker/arianna-orpello-lewko) - Arianna is responsible for helping to build an amazing brand every single day with a fierce focus on delivering legendary experiences to consumers through convenience and humanity. She is responsible for leading a team of 25 talented TD Bank Associates who drive Brand Strategy, advertising, storytelling, content marketing, creative services, media, sponsorship, social media, digital
- [Dan Harley](https://thefcs.org/speaker/dan-harley) - Dan leads retail client marketing at Vanguard. His team develops and implements marketing strategies aimed at deepening client relationships. His team is also responsible for product marketing strategies and campaign targeting and analysis. Prior to joining Vanguard, Dan led First National Bank’s efforts to create a national footprint through the launch of FNBO Direct. Under
- [Shantini Munthree](https://thefcs.org/speaker/shantini-munthree) - Shantini Munthree is a financial and consumer brand marketing thought leader. Shantini has helped transform and build some of the world’s leading brands for Vanguard, Procter & Gamble, SABMiller plc., Sara Lee and Caterpillar. Clients have her called “a marketing guru” and “an enterprising forward thinker” who’s had audiences write in to ask for more
- [Denise Karkos](https://thefcs.org/speaker/denise-karkos) - As chief marketing officer, Denise Karkos is responsible for the overall management of TD Ameritrade’s marketing and advertising to the long-term investor, trader and advisor segments. In this role, she leads segment strategy, brand and advertising, social media and content marketing, marketing analytics, and marketing technology and operations. Denise has also served as managing director
- [Colin McConnell](https://thefcs.org/speaker/colin-mcconnell) - Colin McConnell is Senior Vice President and Chief Brand Officer for Prudential Financial, responsible for global communications, brand marketing and advertising. In this role, he oversees the company’s communications group, fully-integrated in-house advertising agency, and external agency partnerships. Colin began his career at Prudential in 1991. He entered the marketing and communications field as an
- [Berta Aldrich](https://thefcs.org/speaker/berta-aldrich) - Berta Aldrich has over 20 years of industry-leading marketing experience serving plan sponsors, investors and advisors. In her most recent position as CMO at FS Investments, she was responsible for all aspects of marketing, including brand, client experience, education program, advertising, data & analytics and sales integration. Prior to FS Investments, she served in a
- [Joanne Doe](https://thefcs.org/speaker/joanne-doe) - Featuring speaker of this event
- [John Doe](https://thefcs.org/speaker/john-doe) - Moderator of the event
- [Michael Sanders](https://thefcs.org/speaker/michael-sanders) - Mike Sanders is Vice President and Director of North American Brand Advertising at BMO Financial Group and Director of U.S. Personal & Commercial Advertising for its U.S. division, BMO Harris Bank. In this role, Mike oversees the planning, development, execution and measurement of brand, sponsorships, retail and commercial banking advertising for the nation’s 12th largest
- [Craig Johnson](https://thefcs.org/speaker/craig-johnson) - Craig Johnson is currently the Managing Director for Accordant Media, based in Chicago, where he oversees all aspects of their client relationships, as well as integration efforts with new parent company Dentsu Aegis. Having been with Accordant for the past 2+ years, Craig leads a team of programmatic and digital media leaders on client strategy,
- [Rachel Eckerling](https://thefcs.org/speaker/rachel-eckerling) - As Director of Programmatic, Rachel joined Mediavest | Spark with over 11 years of experience in interactive media, working in the digital space with both direct response and branding clients in the CPG, Beauty, Telecom, Entertainment, Financial, Automotive, and Luxury Travel industries. Rachel also has a wealth of knowledge on media campaigns involving multiple pricing
- [Sam Karow](https://thefcs.org/speaker/sam-karow) - Sam Karow 20 years of experience as a prolific idea generator and builder of innovative, data-driven and statistically modeled communication plans that surpass brand and business goals and exceeded client expectations. Sam’s passion for challenging status quo led to him found Adaptive Campaigns, a real-time creative platform for programmatic media. Clients include American Medical Association,
- [Lynne Marek](https://thefcs.org/speaker/lynne-marek) - Lynne Marek is a senior reporter at Crain’s Chicago Business, where she covers the media and financial industries. That includes the city’s newspapers as well as other digital media outlets, as well as investment management, private equity, hedge fund, investment banking, and trading firms. She joined Crain's in March, 2010, after serving as Chicago bureau
- [Michael Robichaud](https://thefcs.org/speaker/michael-robichaud) - Michael Robichaud joined MasterCard in 2008 and is currently the SVP, Global Sponsorships at MasterCard. He is responsible for the development and execution of MasterCard’s global sponsorship strategy. Some of MasterCard’s sports platforms include Major League Baseball (MLB), multiple National Football League (NFL) teams, the US PGA Tour, the Rugby World Cup, and the
- [Sanjay Shamdasani](https://thefcs.org/speaker/sanjay-shamdasani) - Sanjay is Co-Founder of Spring Studio, which is now a part of BBVA. Sanjay co-heads the studio and oversees UX Strategy & Partnerships for the bank. Sanjay has run boutique digital design firms, and divisions of larger internet professional services firms since 1995. He created some of the first commercial web sites in the UK
- [Brennan Pothetes](https://thefcs.org/speaker/brennan-pothetes) - Brennan joined Simple Finance in 2014 from Umpqua Bank, where he had been a senior enterprise risk analyst. Founded in 2009 and based in Portland, Oregon, Simple combines innovative technology, impeccable user experience, and expertise in behavioral economics to help its customers spend smarter and save more. Simple customers receive a Simple Visa Card that's
- [Braden K. More](https://thefcs.org/speaker/braden-k-more) - Braden More leads business development, partnerships, and industry relations for Wells Fargo’s payments business. He and his team work across the consumer and commercial bank to grow Wells Fargo’s deposit and payment franchise by focusing on customers, partners, and regulators. Before assuming his current role in 2017, Braden was the head of payment strategy at
- [David May](https://thefcs.org/speaker/david-may) - David joined AIG as Corporate Chief Marketing Officer in 2013. His global responsibilities include brand marketing strategy, primary and secondary market research, digital communications, advertising, sports sponsorship and corporate citizenship. He also works closely with in-market teams on media relations and thought leadership campaigns across Asia and Latin America. Before coming to AIG, David was
- [Carmen Rita Wong](https://thefcs.org/speaker/carmen-rita-wong) - An author, speaker, consultant and media host, Carmen is the CEO and Founder of Malecon Productions. She is the former co-creator and host of the only national, daily personal finance television show, On the Money, on CNBC. A former editor at MONEY magazine, she spent nearly a decade as a national advice columnist read by
- [Kristi Faulkner](https://thefcs.org/speaker/kristi-faulkner) - Kristi is the president of Womenkind, an award-winning strategic communications firm that provides insight and creative solutions to companies who must increase their share, relevance and appeal to women. She is also the co-founder of BEYOND BIAS, an innovative diversity and inclusion practice that links team performance to diversity goals.
- [Dorinda Walker](https://thefcs.org/speaker/dorinda-walker) - Dorinda Walker is a Vice President of Consumer Strategy and Key Initiatives within Multicultural Marketing for Prudential’s U.S. Businesses. In this position, Dorinda is responsible for supporting U.S businesses to plan and execute profitable growth strategies among diverse consumer segments; in addition to, educating distributors about the benefits of adapting a Total Market Strategy. Her
- [Karen Cahn](https://thefcs.org/speaker/karen-cahn) - Karen Cahn is the Founder & CEO of iFundWomen, a crowdfunding platform for women. iFundWomen launched during the 2016 Presidential Election, and raised $300,000 for 25 entrepreneurs, in it's first 3 months of beta. The mission of iFundWomen is to close the funding and confidence gap for female entrepreneurs by working with early stage companies
- [Allison Engel](https://thefcs.org/speaker/allison-engel) - Allison Engel leads Women’s Market Strategy at Northwestern Mutual. She brings over 15 years of work experience to the table including almost a decade in media sales and strategy and operations experience for various startups, including a Fintech company out of Austin. Prior to Northwestern Mutual, Allison was in a Global Marketing and Communications role
- [Jaime Kalfus](https://thefcs.org/speaker/jaime-kalfus-2) - Jaime joined J.P. Morgan Asset Management in 2015. She works closely with the firm's Integrated Marketing teams to ensure delivery of a brand platform that represents the organization's core values and unique capabilities as a leading asset manager. She focuses on raising awareness of J.P. Morgan Asset Management through compelling communications and targeted media activation.
- [Steve Lipin](https://thefcs.org/speaker/steve-lipin) - Steve has spent 30 years in the M&A business as a financial journalist and leading communications advisor. Steve is U.S. Senior Partner at the Brunswick Group and has been instrumental in building the U.S. arm into one of the top strategic communications advisory firms. In 2015, Brunswick was ranked first in M&A league tables in
- [Sparky Zivin](https://thefcs.org/speaker/sparky-zivin) - Sparky oversees Brunswick Insight’s Washington, D.C. group with specialized expertise in public affairs, strategic campaign evaluation, and language development. Over the course of his career, Sparky has helped clients develop iconic global platforms such as GE’s Ecomagination and Walmart’s sustainability initiatives. Sparky has served as a data-driven communications consultant to clients that include Fidelity, Schwab,
- [Frank De Maria](https://thefcs.org/speaker/frank-de-maria) - Frank has more than 20 years experience in corporate marketing and digital and social communications, having most recently served as Global Head of Communications for NASDAQ OMX. Prior to that he ran global communications for Newsweek, Inc. and served as global head of media relations for Thomson Reuters. He began his career with business critical
- [Melissa F Daly](https://thefcs.org/speaker/melissa-f-daly) - Melissa Daly is the founder and president of MFD Communications, a firm which focuses on developing, honing and communicating clients’ key messages to stakeholders. She provides messaging, media training and presentation coaching for clients in several business sectors with a particular strength in financial services, as well as academia, law and professional services firms. Prior
- [Jennifer Lowney](https://thefcs.org/speaker/jennifer-lowney) - Jennifer Lowney is Head of Corporate Communications for Citi. In her role, Jennifer oversees the communications teams in corporate, Japan and Canada as well as the social media team, and serves as a principal spokesperson for Citi. Jennifer has more than 15 years of experience counseling companies on major news events and strategic challenges that
- [Michael Adler](https://thefcs.org/speaker/michael-adler) - Michael has over 15 years of experience in corporate, financial and technology communications. As SVP, Corporate Communications for Moody’s, he is responsible for external communications related to Moody’s global corporate reputation and serves as the company’s primary media spokesperson. During his career at Moody’s he helped manage Moody’s media response to the financial crisis and

## Events

- [Proving Marketing Value in a Margin-Squeezed World](https://thefcs.org/event/integreon-mktg-value-2026) - 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
- [What Advisors Really Think About AI in Wealth Management](https://thefcs.org/event/what-advisors-really-think-about-ai-2026) - 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
- [Rangers Game Night 2026](https://thefcs.org/event/rangers-2026) - FCS New York is excited to host our 10th Annual New York Rangers Game Night. The action takes place on Monday, March 2, as the Rangers face off against the Columbus Blue Jackets. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors open at 6:00pm for
- [Digital Marketing Strategies 2026: Leveraging AI, Data and Automation for Growth](https://thefcs.org/event/education-summit-2026) - This event is sold out. Please contact FCS Administrative & Communications Coordinator, Juliet McAlee (juliet@thefcs.org), for inquiries. The FCS will stage a full-morning Education Summit on Wednesday, February 18, at the New York Yacht Club, on the theme “Leveraging AI, Data and Automation for Growth.” The content of this event will be driven by the
- [Winning the Wealth Moment](https://thefcs.org/event/linkedin-wealth-2026) - The FCS is excited to partner with LinkedIn for our next Cocktails with Content at the New York Yacht Club. Join us on Tuesday, March 31 for “Winning the Wealth Moment,” an evening featuring original research and a senior-level panel discussion featuring: Rosa Rita, Global CMO, Asset & Wealth Management, J.P. Morgan Marshall McIntosh, EVP,
- [Heather Netrosio, Head of U.S. Client & Marketing Strategy, RBC Capital Markets](https://thefcs.org/event/moves-rbc-cm-2026) - 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
- [Joan Khoury, Chief Marketing Officer, Oppenheimer](https://thefcs.org/event/moves-oppenheimer-2026) - The FCS is proud to welcome back to our virtual stage Joan Khoury, Senior Managing Director, Chief Marketing Officer, at Oppenheimer. Joan will be our featured guest speaker at the March 23 edidtion of of FCS MOVES, our Members Only Virtual Event Series. Joan first appeared on MOVES in November 2023. Her debut appearance on
- [FCS Portfolio Awards Gala](https://thefcs.org/event/portfolio-32-gala) - The 32nd Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event will again be staged in this famed landmark for another unforgettable experience. Katy Brady of Invesco and the FCS Executive Commitee will serve as our emcee. Awards
- [Danielle Robles, CMO, Private Client Banking, JPMorgan Chase](https://thefcs.org/event/moves-jpmc-private-2026) - We're excited to kick off our 2026 Members Only Virtual Event Series with an exclusive interview with Danielle Robles, Chief Marketing Officer for Private Client Banking at JPMorgan Chase. Join us on Monday, January 26, beginning at 12 noon ET, when Danielle will make her debut on an FCS stage. She will be interviewed by
- [How Corporate Reputation Drives Brand Equity](https://thefcs.org/event/chicago-reputation-2025) - This event is sold out. FCS Chicago will close out 2025 with another fantastic panel discussion. Join us on Tuesday, December 9 for “How Corporate Reputation Drives Brand Equity,” a Cocktails with Content event hosted at Vistria. Michelle Lynn, Global Head of Data and Insights at Bloomberg, will present highlights from the firm's second “Corporate
- [3 Chief Marketing Officers To Kick Off Holiday Party with Outlook 2026 Panel](https://thefcs.org/event/holiday-2025) - Ticket sales have now closed. For inquiries, please contact Juliet McAlee (juliet@thefcs.org), FCS Administrative & Communications Coordinator FCS New York will celebrate the season with a special Holiday Edition of our “Cocktails with Content” series. On Wednesday, December 10, we'll gather at The Stafford Room for 4 hours of fun, food, cocktails, camaraderie, and live
- [Jennifer Ball, CMO, Franklin Templeton](https://thefcs.org/event/moves-franklin-templeton-2025) - For our December Members Only Virtual Event, the FCS is delighted to welcome Jennifer Ball, Chief Marketing Officer for Franklin Templeton. Join us on Monday, December 15, beginning at 12 noon ET, when Jen will be interviewed by FCS Board Director Sheevani Raikundalia, Executive Head of Financial Advertising Sales, North America, at Bloomberg Media. Jen
- [AI in Financial Services Marketing](https://thefcs.org/event/ai-in-financial-services-marketing) - Ticket sales have now closed. FCS Philadelphia will close out 2025 with a breakfast panel discussion on the topic of year: Artificial Intelligence (AI). Join us at WSFS Bank on December 11, when we welcome our panel of senior marketing executives, including: Kim Cosgrove, SVP of Communications, CenterSquare Investment Management Ali McCarthy, Chief Marketing Officer,
- [FCS Financial Marketer of the Year Gala 2025](https://thefcs.org/event/fmy-gala-2025) - THIS EVENT IS SOLD OUT On Tuesday, December 2, we will celebrate the 20th Annual FCS Financial Marketer of the Year (FMY) Award at a gala dinner at the New York Yacht Club. We will honor this year’s winner, along with two runners-up, as selected by our panel of judges from a diverse array of
- [Why Brands Still Matter](https://thefcs.org/event/cheil-brand-matters-2025) - This event is sold out. On Thursday, November 13, FCS New York is partnering with the Cheil Agency Network to present “Why Brands Still Matter.” This Cocktails with Content event will feature a panel discussion with: Patty Sachs, Global Head of Wealth Marketing, Citi Jon Sellman, Chief Brand Officer, M&T Bank Jennifer Lindauer, Director of
- [John Brockelman, CMO, State Street Investment Management](https://thefcs.org/event/moves-state-street-im-2025) - 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
- [CMO EXCHANGE: Pachuta, Brady, Munroe](https://thefcs.org/event/cmo-exchange-2025) - This event is sold out For the first time since 2019, the FCS is thrilled to bring back our most-popular presentation series, CMO Exchange — a TED-Talk–style evening featuring three senior marketers sharing personal stories and professional insights. Join us on Thursday, October 30, for a members-only cocktail reception at the New York Yacht Club
- [Kathy Kavanaugh, CMO, Individual Solutions & Brand, Lincoln Financial Distributors](https://thefcs.org/event/philly-lincoln-2025) - This event is sold out FCS Philadelphia is excited to invite you to join us for a special "Cocktails with Content" event featuring a fireside chat with our guest speaker Kathy Kavanaugh, SVP/Chief Marketing Officer, Individual Solutions & Brand for Lincoln Financial Distributors. On Tuesday, October 28, we'll get together at the spectacular Union League
- [Stacy Hammond, CMO, Charles Schwab](https://thefcs.org/event/moves-schwab-2025) - 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
- [Rethinking Search, Trust & Visibility in a World of Generative Answers](https://thefcs.org/event/west-geo-2025) - 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
- [Rodes Ponzer, Chief Marketing Officer, Crowd Street](https://thefcs.org/event/cwc-crowd-street-2025) - On September 24, the FCS will stage a Cocktails with Content reception at the New York Yacht Club, welcoming Rodes Ponzer, Chief Marketing Officer of Crowd Street. Rodes will be interviewed by Jaret Posmentier, Principal Client Partner at Nativo. Crowd Street is a leading online private market investing platform, expanding access to opportunities that were
- [Living Ratings of Asset Managers 2025](https://thefcs.org/event/living-ratings-2025) - 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
- [Krista Phillips, Chief Customer & Transformation Officer, M&T Bank](https://thefcs.org/event/moves-mtbank-2025) - 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 YMC Summer Send-Off](https://thefcs.org/event/fcs-ymc-social-2025) - On Tuesday, September 16, the FCS Young Members Circle will host its annual “Summer Social” at the YOTEL Hotel Rooftop in NYC's Times Square. This late season send-off is a great opportunity for in-person networking and a fun way to engage with the FCS Community. All YMC members and our industry friends age 39 and
- [American Express: "15 Stories"](https://thefcs.org/event/amex-cwc-2025) - Ticket sales are now closed. Please contact Juliet McAlee, FCS Administrative & Communications Coordinator, at juliet@thefcs.org for inquiries. On June 25, the FCS will stage a Cocktails with Content reception at the New York Yacht Club, spotlighting the winner of the B2B Best in Show trophy at this year's FCS Portfolio Gala: American Express. Amex
- [Financial Marketer of the Year Gala 2024](https://thefcs.org/event/fcs-fmy-gala-2024) - This event is sold out. GALA TICKET SALES TO CLOSE AT NOON ON WEDNESDAY, NOVEMBER 27. On Tuesday, December 3, we will celebrate the 19th Annual FCS Financial Marketer of the Year (FMY) Award at a gala dinner at the New York Yacht Club. We will honor this year’s winner, along with two runners-up, as
- [Education Summit: Optimizing Digital Experiences in Financial Services 2025](https://thefcs.org/event/education-summit-sf-2025) - This event is sold out As a sign of the FCS' commitment to the San Francisco market, FCS West is proud to announce the staging of a full-morning Education Summit on Wednesday, June 4th, on the theme “Optimizing Digital Experiences in Financial Services.” The content of this event will be driven by the research and
- [YMC TALKS: Anatomy of a Winning Campaign](https://thefcs.org/event/ymc-winning-2025) - This event is sold out. For inquiries, please contact Juliet McAlee, FCS Administrative and Communications Coordinator, at juliet@thefcs.org For the third consecutive year, the FCS Young Members Circle (YMC) is proud to present its annual “Anatomy of a Winning Campaign” event—a dynamic after-work reception that will break away from the traditional panel format. On Tuesday,
- [Jon Holding, Head of Brand and Content, Invesco](https://thefcs.org/event/invesco-cwc-2025) - Our “Cocktails with Content” reception on Thursday, March 20, will feature Jon Holding, Head of Brand and Content for Invesco. Jon will be discussing the return of Invesco QQQ’s sponsorship of the NCAA March Madness college basketball tournament. In addition to sharing insights about last year's success, Jon will present several videos highlighting this year's
- [Michael Bieselin, CMO, Retirement Solutions, TIAA](https://thefcs.org/event/tiaa-bieselin-2025) - 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
- [FCS Charity Golf Tournament & Tennis Day 2025](https://thefcs.org/event/golf-tennis-2025) - The FCS is excited to be returning to the Wykagyl Country Club on Monday, July 21, for the 26th Annual FCS Charity Golf Tournament & Tennis Day. We will again bring together our two groups of sports enthusiasts for a great day of camaraderie, friendly competition and fundraising. Here’s the agenda for a full day
- [MidSummer Cocktails: Storytelling in Financial Services](https://thefcs.org/event/cwc-summer-storytelling-2025) - This event is sold out. Please contact Juliet McAlee, FCS Administrative & Communications Coordinator, at juliet@thefcs.org for inquiries. Our July "Cocktails with Content" reception will be a special "Midsummer Night's Dream Soiree" as we extend the content-event to celebrate the season from a NYC rooftop with a DJ and dancing. Join us on Wednesday, July
- [Marketing Boldly While Remaining Compliant](https://thefcs.org/event/integreon-2025-compliance) - 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
- [The Social Factor in Financial Services](https://thefcs.org/event/philly-social-media-2025) - Ticket sales are now closed. For inquiries, please contact Juliet McAlee, FCS Administrative and Communications Coordinator, at juliet@thefcs.org FCS Philadelphia will tackle effective social media strategies as the topic for our May 20th breakfast, hosted at the offices of FS Investments. Our panel discussion will focus on what really works when it comes to financial
- [Jennifer Halloran, CMO, Head of Marketing & Brand, MassMutual](https://thefcs.org/event/halloran-2025-virtual) - NEW TIME: 10:30am - 11:00am On Wednesday, June 25, the FCS will present a special free virtual event, spotlighting a conversation with Jennifer Halloran, CMO, Head of Marketing and Brand, at MassMutual. Recently, Jennifer announced that she'll be leaving MassMutual at the end of June, and embracing the next chapter of her career. A long
- [What Financial Advisors Want from Marketing](https://thefcs.org/event/what-financial-advisors-want-from-marketing) - 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
- [Marketing and Communicating in Volatile Times](https://thefcs.org/event/chicago-nt-2025) - THIS EVENT IS SOLD OUT. FCS Chicago returns in a big way, presenting “Marketing and Communicating in Volatile Times,” a breakfast event hosted at Northern Trust on Tuesday, June 10. Fundamentals matter, especially during times of tremendous uncertainty in the markets. This panel discussion will address how advanced analytics and AI-driven digital technologies can be
- [Education Summit: Optimizing Digital Experiences in Financial Services 2025](https://thefcs.org/event/education-summit-nyc-2025) - This event is sold out. The FCS will stage our annual full-morning Education Summit on Thursday, January 30, at the New York Yacht Club, on the theme “Optimizing Digital Experiences in Financial Services.” The content of this event will be driven by the research and work of professors at Northwestern University’s Medill School of Journalism,
- [Matthew Alsted, Head of Marketing and Communications, Sands Capital](https://thefcs.org/event/moves-sands-2025) - 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
- [31st Annual FCS Portfolio Awards Gala](https://thefcs.org/event/portfolio-gala-31) - THE GALA IS COMPLETELY SOLD OUT. The 31st Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event will again be staged in this famed landmark for another unforgettable experience. Patty Sachs of Publicis and the FCS Board of
- [Jessica Fernandez, SVP, CMO, Calamos Investments](https://thefcs.org/event/jessica-fernandez-svp-cmo-calamos-investments) - FCS MOVES — our Members Only Virtual Event Series — continues with a spotlight conversation featuring Jessica Fernandez, Senior Vice President and Chief Marketing Officer of Calamos Investments. Join us on Monday, March 24, beginning at 12 noon ET, for an in-depth discussion with Jessica about the marketing of Calamos' suite of ETFs. Jessica will
- [Audience Targeting Intelligence](https://thefcs.org/event/guardian-2025) - This event is sold out. FCS New York will partner with first-time sponsor The Guardian US in presenting a special Cocktails with Content event on “Audience Targeting Intelligence.” Join us on Tuesday, March 25th (4:30pm-6:30pm) at The Guardian US' New York office for a research presentation, followed by a conversation with Michele Barlow, Managing Director,
- [Rangers Game Night 2025](https://thefcs.org/event/rangers-2025) - FCS New York is excited to host our 9th Annual New York Rangers Game Night. The action takes place on Wednesday, April 2nd, as the Rangers face off against the Minnesota Wild. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors open at 6:00pm for food
- [YMC TALKS: What’s Next for Next Gen Marketing?](https://thefcs.org/event/ymc-next-gen-2025) - It’s been called the greatest wealth transfer in history: $84 trillion changing hands by 2045, with the majority going to Gen X and Millennial heirs. What does this historic transfer mean for markets and the financial industry? What trends, opportunities and challenges will evolve? How are brands innovating to reach these new audiences and differentiate
- [Marketing Operations: Workflow Strategies that Work](https://thefcs.org/event/integreon-workflow-2025) - 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
- [Personalized: Customer Strategy in the Age of AI](https://thefcs.org/event/adweek-2025) - This event is sold out. FCS New York is excited to partner with first-time sponsor ADWEEK for a "Cocktails with Content" book event on Thursday, February 13 (4:30pm-6:30pm) at the company's NYC headquarters. Authors Mark Abraham and David Edelman will be discussing their new book, "Personalized: Customer Strategy in the Age of AI." They work
- [FCS RFK Marketing Summit 2025](https://thefcs.org/event/fcs-rfk-2025) - REGISTRATION FORM ACTIVITY SPONSORSHIPS FIRESIDE FORUM AGENDA Twenty-five years after its launch as a humble charity fundraising event, the FCS RFK Marketing Summit has evolved into the must-attend destination conference for financial marketing, communications and media professionals. On January 5, 2025, the FCS RFK Marketing Summit will kick-off three days of unprecedented content – more
- [Achieving Brand Differentiation in Financial Services](https://thefcs.org/event/philly-2025-brand-diff) - On Thursday, January 23, FCS Philadelphia kicks off the New Year with a deep-dive discussion into the age-old challenge of Brand Differentiation. But in a new era of "Golden Investing," surrounded by the promise of Artificial Intelligence, and under the specter of expected industry consolidation... what strategies should financial marketers devise and activate in 2025?
- [Marketing Transformation: Strategies For Success In The AI Era](https://thefcs.org/event/clt-mktg-transformation-2024) - On Thursday, November 14, FCS Charlotte will present its premier event of 2024, when industry leaders gather to discuss transformative strategies in financial marketing. Becca Weigman, Managing Director of Accenture Song’s Marketing Practice, will chair a dynamic panel, exploring the integration of AI and digital innovation in marketing. The panel will include: Sherry Graziano, Head
- [Alexander Ngo, CMO North America, Chubb, Kicks Off Holiday Cocktails](https://thefcs.org/event/cwc-chubb-2024) - The next FCS New York "Cocktails with Content" reception will be a special Holiday Edition as we extend the event to celebrate "a season of gratitude." Join us on Thursday, December 12, when Alex Ngo, Chief Marketing Officer, North America, for Chubb, sits for a fireside chat at the Taj Lounge in the Flatiron District.
- [FCS Book Event: "the Black-White Wealth Gap" & Financial Marketing](https://thefcs.org/event/yahoo-book-2024) - FCS New York is excited to partner with Yahoo Finance to present a special book event, featuring Louise Story, author of "Fifteen Cents on the Dollar: How Americans Made the Black-White Wealth Gap," and Dara Marshall, Head of Brand Management, JPMorganChase. Join us on Wednesday, December 18 (5:30pm-7:30pm) for this unique "Cocktails with Content" event, hosted
- [Sid Ratna, CMO, Financial Advisor Services, Vanguard](https://thefcs.org/event/vanguard-2024) - On Thursday, November 21, FCS New York will stage a Spotlight Luncheon at the New York Yacht Club, featuring our guest of honor Sid Ratna, Chief Marketing Officer, Financial Advisor Services, at Vanguard. Sid will be interviewed by Michelle Lynn, Head of Global Data Science and Insight at Bloomberg. Vanguard's Financial Advisor Services (FAS) primarily
- [FCS MOVES: Tara Giuliano, CMO, Nuveen](https://thefcs.org/event/moves-nuveen-2024) - FCS MOVES — our Members Only Virtual Event Series — continues with a spotlight conversation with Tara Giuliano, Chief Marketing Officer at Nuveen. Join us on Monday, November 18, beginning at 12 noon ET, for an in-depth discussion with Tara about Nuveen's accomplishments in 2024 and goals for next year. Tara will be interviewed by
- [The Great MarTech Debate](https://thefcs.org/event/philly-martech-2024) - On Wednesday, November 13, FCS Philadelphia will present a panel discussion on "The Great MarTech Debate." We will be hosted by Hamilton Lane at its headquarters in Consohocken, PA, a Philly suburb. The conversation will focus on the marketing technologies currently being used by financial marketers to drive increased engagement, personalization and revenue. Leading the discussion
- [The Future of Sports Marketing in Financial Services](https://thefcs.org/event/sports-marketing-2024) - On Tuesday, November 19, the FCS will stage a sports marketing-themed "Cocktails with Content" event at The Liberty NYC (35th & Fifth). Join us for "Game Changers: The Future of Sports Marketing in Financial Services" -- an in-depth discussion of how visionary marketers are exploring the ever-growing landscape of sports sponsorships and fan engagement. From
- [Local Visibility in Financial Services: Charting the Course for Growth](https://thefcs.org/event/soci-2024-2) - On Wednesday, November 13, FCS New York will welcome first-time sponsor, SOCi, for a presentation and discussion on "Local Visibility in Financial Services." SOCi is a leading marketing technology company that focuses on localized social media and marketing management for multi-location enterprises. SOCi’s latest Local Visibility Index (LVI) research for financial services reveals essential insights
- [Visualizing Investment & Wealth Management in 2024](https://thefcs.org/event/getty-images-2024) - 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,
- [Living Ratings of Asset Managers 2024](https://thefcs.org/event/living-ratings-2024) - The FCS welcomes the return of Living Group for the 8th 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 "Building brand. Building reputation," Kate Shaw, CEO of Living Group, will present a summary of
- [Brand Building in the Age of AI](https://thefcs.org/event/lippincott-2024) - On Monday, October 28, the FCS will partner with first-time sponsor Lippincott to present a free virtual event on “Brand Building in the Age of AI.” As marketers and brand builders, we’re obsessed with AI. But how do consumers feel about it? And what do they expect from financial services brands when it comes to
- [Experience Change: How Financial Services is Transforming Before Our Eyes](https://thefcs.org/event/code-theory-2024) - On Thursday, October 24th, FCS New York is partnering with Code and Theory to present "Experience Change: How Financial Services is Transforming Before Our Eyes." This panel discussion will feature: Andrea Saporito, Head of Digital Marketing for Wealth Management, Morgan Stanley Nikki Darden, Chief Marketing Officer of Employee Experience, JPMorgan Chase Jaime Punishill, Head of
- [Brand and Demand: Marketing’s Great Love Story](https://thefcs.org/event/prophet-virtual-2024) - On Monday, October 21st, the FCS will again partner with Prophet, this time for a free virtual event on "Brand and Demand: Marketing’s Great Love Story." Marketers today face mounting pressure to balance long-term brand building with short-term demand generation—all while proving impact and driving results. In this event, we’ll explore how top-performing marketers create value
- [FCS MOVES: Cheryl Gilberg, CMO, Mizuho Americas](https://thefcs.org/event/moves-mizuho-2024) - The FCS is delighted to welcome back to our stage Cheryl Gilberg, Chief Marketing Officer and Managing Director, at Mizuho Americas. Cheryl will be our guest speaker on Wednesday, October 16, for our monthly FCS MOVES — our Members Only Virtual Event Series, beginning at 12 noon ET. Cheryl was a featured speaker at our
- [CX Innovation in Financial Services Marketing](https://thefcs.org/event/boston-summit-2024) - FCS Boston will stage a full-morning Education Summit on Thursday, September 19, at the offices of Columbia Threadneedle Investments, on the theme “Customer Experience Innovation in Financial Services Marketing.” The content of this event will be driven by the research and work of Frank Dudley, professor at Northwestern University‘s Medill School and president of Financial
- [Alex Craddock, Chief Marketing & Content Officer, Citi](https://thefcs.org/event/citi-insider-2024) - This event is sold out. To join the wait list for tickets, please email juliet@thefcs.org. FCS New York returns to Business Insider for another dynamic "Cocktails with Content" reception -- this time featuring a fireside chat with Alex Craddock, Managing Director, Chief Marketing and Content Officer at Citi. Join us on Thursday, October 10 (4:30pm-6:30pm)
- [FCS MOVES: Matthew Heath, CMO, EMEA & Americas, Invesco](https://thefcs.org/event/moves-invesco-2024) - We’re excited to launch Season 5 of FCS MOVES — our Members Only Virtual Event Series — when Matthew Heath, Chief Marketing Officer, EMEA & Americas at Invesco, joins us from London for a one-on-one interview with FCS Board Director Sheevani Raikundalia of Bloomberg Media. On Monday, September 30, Matthew will make his FCS debut
- [Marketing Strategies to Engage Tech-Savvy Clients](https://thefcs.org/event/storyful-2024) - On Thursday, October 17, the FCS will again partner with Storyful for another engaging "Cocktails with Content" reception. Amy Lee, VP, Intelligence & Strategy at Storyful, will lead a discussion on Marketing Strategies to Engage Tech-Savvy Clients. Featuring a panel of senior marketing executives, we'll explore how AI, data, and social intelligence are reshaping the
- [Wealth Management: Elite Marketing to Elite Clients](https://thefcs.org/event/philly-wealth-sept-2024) - FCS Philadelphia returns to the Main Line and the offices of host sponsor Lincoln Financial for a breakfast event on Wealth Management. Join us on Wednesday, September 25, when we discuss "Elite Marketing to Elite Clients." The event will begin with custom research on the unique needs of high net worth clients, presented by Meredith
- [Generative AI Tipping Point](https://thefcs.org/event/ey-ai-2024) - Imagining Wealth & Asset Management in 2034 Our "Cocktails with Content" reception on Tuesday, September 24, will delve into the significance -- and the future -- of Artificial Intelligence in the world of wealth and asset management. Cory McCruden, who heads up this sector practice at EY, will present research findings from her recent white
- [25th Annual FCS Charity Golf Tournament & Tennis Day](https://thefcs.org/event/golf-2024) - It's time to celebrate another FCS milestone as we head back to the Wykagyl Country Club for the 25th Annual FCS Charity Golf Tournament & Tennis Day. We will again bring together our two groups of sports enthusiasts for a great day of camaraderie, friendly competition and fundraising. Here’s the agenda for a full day
- [Moving from Personal to Hyper-Personal](https://thefcs.org/event/charlotte-personalization-2024) - FCS Charlotte will stage a free virtual event on the topic "Moving from Personal to Hyper-Personal." Join us on Monday, September 16, from 12:00pm to 12:30pm ET, for a highly instructive presentation by: Chrissy Quintana, Director of Client Experience Personalization at Vanguard Kyla Kappers, Senior Director of CRM Strategy at Ally In an era where
- [Building a Brand at Scale](https://thefcs.org/event/prophet-cwc-2024) - FCS New York is excited to partner with first-time sponsor Prophet in presenting a Cocktails with Content event on "Building a Brand at Scale." Join us on Tuesday, September 17 (4:30pm-6:30pm) at Prophet New York where a panel of leading marketers will explore the critical aspects of building and maintaining a strong brand in today's
- [How Marketing Can Drive Strategic Planning](https://thefcs.org/event/charlotte-aug-2024) - This event is sold out. FCS Charlotte relaunches our southernmost chapter with its first in-person event since 2019. "How Marketing Can Drive Strategic Planning" will be the topic of a panel discussion to be held during a very special luncheon on Tuesday, August 27 at the Foundation for the Carolinas. Our panelists will include: Angela
- [The Art & Science of Marketing](https://thefcs.org/event/integreon-aug-2024) - On Monday, August 19, the FCS will partner with Integreon to present a free virtual event on “The Art & Science of Marketing.” Featuring a panel discussion with marketing executives from leading financial brands, we will focus on how to keep your creative, sales and data teams working in harmony. We'll explore questions like: How
- [Always Be Networking: Top B-School Professors on Career Strategies](https://thefcs.org/event/mentoring-insider-2024) - The FCS Mentoring Committee is partnering with Business Insider to present a career-focused “Cocktails with Content” event featuring two adjunct professors from Fordham University | Gabelli School of Business. Join us on Thursday, September 12th (5:00pm-7:00pm) for "Always Be Networking," when we hear from: Greg Licciardi, Vice President of Partnerships at Worth Media Group Adjunct
- [Jennie Platt, CMO, TD Bank](https://thefcs.org/event/cwc-td-2024) - FCS New York celebrates summer with a Cocktails with Content reception featuring Jennie Platt, Chief Marketing Officer of TD Bank. Join us on Tuesday, July 9th, at the New York Yacht Club. When it's time for our content conversation, Jennie will be interviewed by Phil Edelstein, Founder of Substance Strategy & Creative, and President of the FCS Philadelphia
- [Matthew Lieberman, CMO, US/Mexico, PwC](https://thefcs.org/event/moves-pwc-2024) - (Screenshots from virtual event: Orlando Reece, Anthony DeMaio, Matt Lieberman) The FCS is excited to welcome Matthew Lieberman, Chief Marketing Officer, US/Mexico, of PwC, for his debut appearance on our virtual stage. Matthew will be the guest speaker for our July 15th episode of FCS MOVES. He'll be interviewed by Anthony DeMaio, Senior Vice President,
- [B2B Marketing Trends in Payments, Banking and Fintech](https://thefcs.org/event/linkedin-payments-june-2024) - The FCS is proud to partner with LinkedIn for another free virtual event that will deliver valuable marketing intelligence from new global research into B2B buying committees within the payments, banking, and fintech sectors. The report deep dives into buyer behaviors and the pivotal role of social media in their decision-making processes. Key findings and
- [Dynamic Marketing Management in the Age of Intelligence](https://thefcs.org/event/philly-ed-summ-2024) - FCS Philadelphia will stage a highly focused Education Summit on Tuesday, June 11, at FS Investments on the theme “Dynamic Marketing Management in the Age of Intelligence.” The content of this event will be driven by the research and work of Frank Dudley, president of Financial Marketing Institute (FMI) and professor at Northwestern University |
- [Mastering Career Advancement and Personal Brand Development](https://thefcs.org/event/ymc-mentoring-june-2024) - This event is sold out. The FCS Mentoring Committee has partnered with the FCS Young Members Circle to create a unique "Cocktails with Content" event for professionals in our community under the age for 40, along with our Mentoring program's current participants. On Monday, June 24th, we'll be in-person at the offices of The Wall
- [Paul Zettl, Chief Marketing Officer, Cohen & Steers](https://thefcs.org/event/moves-cohensteers-2024) - Industry veteran Paul Zettl will make his debut on our virtual stage when he joins us for FCS MOVES on June 12. As Chief Marketing Officer for global investment manager Cohen & Steers, Paul is responsible for strategic oversight and leadership for the global marketing function including channel marketing, digital, creative services, advertising, brand management, product marketing, social and
- [FCS YMC Summer Social 2024](https://thefcs.org/event/fcs-ymc-summer-social-2024) - On Wednesday, June 12, the FCS Young Members Circle will host a "Summer Social" -- a great opportunity for in-person networking and a wonderful way to engage with the FCS Community. All YMC members and our industry friends age 39 and under are invited to join us for a fun night of connecting and re-connecting
- [YMC TALKS: “The Anatomy of a Winning Campaign” 2024](https://thefcs.org/event/ymc-winning-2024) - The FCS Young Members Circle (YMC) will stage its second annual “Anatomy of a Winning Campaign" -- an in-person, after work reception featuring a panel discussion with three rising stars from brands whose recent marketing campaigns have garnered top prizes from the FCS. If you’re age 39 or younger, join us on Thursday, May 16
- [Bill Fox, Head of Brand, Empower](https://thefcs.org/event/moves-empower-2024) - Empower will make its debut on the FCS stage when Bill Fox, Head of Brand, joins us for our Members Only Virtual Event Series on Monday, May 13th. Bill will be interviewed by FCS Executive Board Director Katherine Divney of Dotdash Meredith, our programming partner for this event. Recognized as the second-largest retirement services provider
- [What Financial Advisors Think About Your Marketing](https://thefcs.org/event/philly-virtual-fa-mktg-2024) - FCS Philly's first virtual event of 2024 gives financial marketers the opportunity to hear directly from financial advisors about what works – and doesn't work – when it comes to marketing to intermediaries. Three advisors will share their experience in receiving marketing from the likes of asset managers, insurance companies, and fintechs. In this panel
- [30th Annual FCS Portfolio Awards Gala](https://thefcs.org/event/portfolio-30-gala) - THE GALA IS SOLD OUT! The 30th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event will again be staged in this famed landmark for another unforgettable in-person experience. We'd like to thank that our headline sponsors: Gold:
- [MFS: 100 Years, with Hannah Davis, Senior Director, Corporate Communications](https://thefcs.org/event/mfs-100-2024) - In 1924, MFS Investment Management launched the first open-end mutual fund in the U.S. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS celebrates a century of active management. In our April 29th FCS Spotlight virtual event, Hannah Davis, Senior Director, Corporate Communications at MFS, will
- [SOLD OUT: Branden Jones, CMO, Aladdin by Blackrock](https://thefcs.org/event/aladdin-bkfst-2024) - This event is sold out. FCS New York turns the spotlight onto Branden Jones, Managing Director, Chief Marketing Officer for Aladdin by BlackRock for an in-person breakfast event on April 18 at the New York Yacht Club. Branden will be interviewed by Lauren Young, Editor for Digital Special Projects at Reuters, our programming partner for
- [Beth Wood, EVP, Chief Marketing Officer, Principal Financial Group](https://thefcs.org/event/moves-principal-2023) - When we launched FCS MOVES in 2020, Beth Wood was our eighth guest in our wildly popular virtual event series for FCS Members only. Now, after 50 additional guests and nearly $60,000 donated to children's charities, we're delighted to welcome Beth back as our first returning guest of honor. Join us at 1:00pm ET on
- [What Wealth Managers Really Think About AI](https://thefcs.org/event/arizent-wealth-ai-2024) - The FCS is proud to partner with Arizent for a free virtual event on March 18 that will further the ongoing important discussions about the use of generative AI in financial services. Everyone is struggling to understand how the advent of newly popular forms of artificial intelligence will affect their work, and wealth managers are
- [SOLD OUT: FCS Rangers Game Night](https://thefcs.org/event/rangers-2024) - THIS EVENT IS SOLD OUT. FCS New York is excited to host our 8th Annual New York Rangers Game Night. The action takes place on Monday, March 4th, as the Rangers face off against the Florida Panthers. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors
- [SOLD OUT: Lynn Teo, Chief Marketing Officer, Northwestern Mutual](https://thefcs.org/event/cwc-nwm-2024) - This event is sold out. FCS New York is proud to stage our first Cocktails with Content of 2024 with an afternoon reception at the New York Yacht Club featuring Lynn Teo, Chief Marketing Officer of Northwestern Mutual. Our event on Thursday, March 14, will be Lynn’s inaugural appearance on the FCS stage, and we’re delighted to welcome
- [Kelly Vives, Chief Marketing & Communications Officer, Allspring](https://thefcs.org/event/allspring-2024) - Allspring Global Investments will make its debut on the FCS stage when its Chief Marketing & Communications Officer, Kelly Vives, joins us for our Members Only Virtual Event Series on March 11th. Kelly will be interviewed by Katie Weber, SVP, Commercial Strategy and Head of Financial Services at The Wall Street Journal | Barron's Group,
- [SOLD OUT: Tara Giuliano, CMO, Nuveen](https://thefcs.org/event/chicago-nuveen-2024) - This event is sold out. FCS Chicago is excited to stage our first Cocktails with Content reception of 2024, featuring a conversation with Tara Giuliano, Chief Marketing Officer of Nuveen, a TIAA company. This event will be held on Thursday, February 22 (4:30pm-6:30pm) at il Porcellino, in the heart of River North in downtown Chicago. 2023 was a banner
- [Marketer Sentiment Outlook 2024](https://thefcs.org/event/sentiment-event-2024) - In December 2023, the FCS, in partnership with 2112 Communications, conducted our inaugural Financial Marketer Sentiment Survey, asking client-side marketers about their plans, expectations and ambitions for 2024. On Monday, February 5, we'll present our findings in a free virtual event, which will include a panel discussion with three marketing executives from leading financial brands.
- [Lisa Caputo, EVP, Chief Marketing, Communications and Customer Experience Officer, Travelers](https://thefcs.org/event/travelers-2024) - The FCS Members Only Virtual Event Series (MOVES) will spotlight a conversation with Lisa Caputo, Executive Vice President and Chief Marketing, Communications and Customer Experience Officer at Travelers. Lisa oversees the company’s marketing, research, communications and brand management strategies and operations. Join us on Monday, February 12 for a revealing conversation about one of the
- [YMC Real Talks: The Business of Being Human, Vol. 3](https://thefcs.org/event/ymc-human-jmpc) - The FCS Young Members Circle (YMC) completes its three part event series with an after-work reception featuring a one-on-one conversation between the series host Chris Konowitz of Hearst Magazines and our special guest Dara Marshall, Managing Director, Head of Brand Management at JPMorgan Chase & Co. As with the first two events, the discussion here
- [Dipti Kachru, Global Chief Marketing Officer, Broadridge](https://thefcs.org/event/broadridge-2024) - The FCS is excited to kick off the new year with our first Members Only Virtual Event, featuring Dipti Kachru, Global Chief Marketing Officer of Broadridge Financial Solutions. Join us on Tuesday, January 30 at 12 noon ET for an opportunity to learn more about Broadridge's role as a global fintech leader helping institutional clients
- [Education Summit: Optimizing Customer Experience - SOLD OUT](https://thefcs.org/event/ed-summ-nyc-2024) - This event is sold out. The FCS will stage a full-morning Education Summit on Wednesday, January 31, at the New York Yacht Club, on the theme "Optimizing Customer Experience in Financial Services." The content of this event will be driven by the research and work of professors at Northwestern University's Medill School of Journalism, Media,
- [How AI is Reshaping Marketing Creativity & Content](https://thefcs.org/event/boston-cwc-ai-2024) - FCS Boston is excited to present a Cocktails with Content reception on "How AI is Reshaping Marketing Creativity & Content." Join us on Monday, February 12, from 4:00pm-6:00pm, for this important conversation, featuring a panel of marketing professionals currently working with AI. We’ll be hosted by Prosek Partners at their Boston office, where we'll enjoy
- [Tina R. Davis, Head of Enterprise Marketing & Brand Engagement, Citi - SOLD OUT](https://thefcs.org/event/citi-bkfst-2023) - This event is sold out. FCS New York presents our first in-person event of 2024 with a breakfast on Wednesday, January 24, featuring Tina Davis, Head of Enterprise Marketing & Brand Engagement at Citi. She has been with Citi since 2005. During her tenure, Tina has developed and spearheaded numerous breakthrough programs, including Summer and
- [Advisor Marketing: 2024 Outlook](https://thefcs.org/event/philly-advisor-bkfst) - FCS Philadelphia opens the new year with a breakfast event on Thursday, January 18, featuring a panel discussion on Advisor Marketing. What really works when it comes to advisor marketing? At this event, we'll hear from some of the leading advisor marketing experts in the greater Philadelphia area to learn what works, what doesn't, and where
- [Marketing Alternative Investments](https://thefcs.org/event/chicago-altinv-2024) - FCS Chicago opens the new year with a breakfast event hosted at Dotdash Meredith that will feature a panel discussion on "Bridging The Gap: Marketing's Role In Bringing Alternative Investments To All Investors." On Thursday, January 18, Scott Wentworth, CEO & Founder of Wentworth Financial Communications, will moderate the conversation with a group of experienced
- [FCS RFK MARKETING SUMMIT 2024](https://thefcs.org/event/rfk-2024) - For the 24th time, The Lodge at Spruce Peak in Stowe, Vermont, will welcome the FCS community for our annual Summit, bringing together financial marketing, communications and media professionals for three days of business content while raising money for three wonderful children’s charities. Join us on Sunday, January 7 through Wednesday, January 10 for the
- [Suzanne Kounkel, Global Chief Marketing Officer, Deloitte](https://thefcs.org/event/deloitte-2023) - To close out FCS MOVES 2023, we are delighted to welcome Suzanne Kounkel, Global Chief Marketing Officer, Deloitte, and CMO, Deloitte U.S., to our virtual stage. Suzanne will be interviewed by Jordan Hyman, SVP, Sales, Nativo. FCS Members are invited to join us on Monday, December 11th at 12:30pm, to hear from Suzanne as she
- [Brenda Tsai, EVP, Chief Marketing Officer, State Street](https://thefcs.org/event/state-street-2023) - FCS New York is proud to close out our in-person events for 2023 with a Spotlight Luncheon at the New York Yacht Club, featuring our guest of honor Brenda Tsai, Chief Marketing Officer, of State Street. On Wednesday, Dec. 13, Brenda will present the insights and strategy behind State Street’s new brand identity, designed to
- [YMC Real Talks: The Business of Being Human, Vol. 2](https://thefcs.org/event/ymc-human-mfs) - The FCS Young Members Circle (YMC) continues its three part event series with a free virtual event for all audiences. Focusing on real-life aspects of our professional and personal lives, series host Chris Konowitz of Hearst Magazines will interview Michelle Thompson‐Dolberry, EVP, Chief Diversity, Equity and Inclusion Officer at MFS Investment Management. Michelle's vast experience
- [Financial Marketer of the Year Gala 2023 - SOLD OUT](https://thefcs.org/event/fmy-2023) - THIS EVENT IS SOLD OUT. On Thursday, November 30th, we will celebrate the 18th Annual FCS Financial Marketer of the Year (FMY) Award at an in-person gala dinner at the New York Yacht Club. We will honor this year’s winner, along with the two runners-up, who have been selected by our panel of judges from
- [Human-Centric and Purpose-Driven Marketing](https://thefcs.org/event/west-sf-um-2023) - FCS West makes a triumphant return with our first in-person event in San Francisco since February 2020. Join us on Tuesday, November 28th, when our programming partner, UM, hosts us for a panel discussion on "Human-Centric and Purpose-Driven Marketing." Moderated by Chris Portella, EVP, Global Managing Partner, UM San Francisco, our panel will feature: Rob
- [Tim Rea, Chief Experience, Brand & Marketing Officer, Edward Jones](https://thefcs.org/event/bkfst-edwardjones-2023) - The FCS is delighted to welcome Tim Rea, Chief Experience, Brand & Marketing Officer of Edward Jones, as the guest speaker at our FCS Spotlight Breakfast on November 16. Join us at the New York Yacht Club for Tim's debut on the FCS stage, where he will be interviewed by Charles Payne, host of Making
- [Joan Khoury, Chief Marketing Officer, Oppenheimer & Co.](https://thefcs.org/event/oppenheimer-2023) - The FCS is excited to welcome back to our stage -- virtual this time -- Joan Khoury, Managing Director, Chief Marketing Officer, Oppenheimer & Co. FCS Members are invited to join us on Monday, November 13th at 12:00pm, to hear Joan discuss the recent relaunch of the Oppenheimer brand. Joan will be interviewed by Marisa
- [Gaining a Competitive Advantage in Financial Services Marketing](https://thefcs.org/event/linkedin-comp-adv) - The FCS is proud to partner with LinkedIn for another free virtual event that will deliver fresh insights and a lively discussion around what it takes to gain a competitive advantage. Brand marketing in financial services is a competitive sport/zero-sum game. In order to win, your brand doesn’t have to be the best at everything,
- [Digital Innovation in Financial Services Marketing (Chicago)](https://thefcs.org/event/chic-fmi-bkfst-2023) - FCS Chicago will partner with the Financial Marketing Institute (FMI) for a breakfast event on September 28, when Frank Dudley, FMI President, will present some of his firm's 2023 research on Digital Marketing in Financial Services. With a focus on how successful firms are transitioning to a more dynamic digital marketing organization, Frank will discuss
- [Arielle Gross Samuels, Global Head of Marketing, Blackstone](https://thefcs.org/event/moves-blackstone-2023) - Season 4 of FCS MOVES — our Members Only Virtual Event Series — continues with a spotlight conversation featuring Arielle Gross Samuels, Managing Director and Global Head of Marketing at Blackstone. On Tuesday, October 10, Arielle will be interviewed by Johanna Mayer-Jones, Chief Advertising Officer at The Washington Post. Making her FCS debut on our
- [SOLD OUT: John Brockelman, Chief Marketing Officer, State Street Global Advisors](https://thefcs.org/event/boston-cwc-ssga-2023) - THIS EVENT IS SOLD OUT. FCS Boston is delighted to stage our first-ever Cocktails with Content event with a spotlight presentation by John Brockelman, Chief Marketing Officer, State Street Global Advisors (SSGA). Join us on Tuesday, September 26, from 4:00pm-6:00pm, for this special reception with beer, wine and refreshments. We'll be hosted by The Wall
- [Living Ratings of Asset Managers 2023: The rise of the machines](https://thefcs.org/event/ratings-2023) - The FCS welcomes the return of Living Group for the 7th 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 sneak peek, Living’s CEO Kate Shaw will present a summary of the report’s findings and then reveal the rankings
- [YMC Real Talks: The Business of Being Human, Vol. 1](https://thefcs.org/event/ymc-human-mb) - The FCS Young Members Circle (YMC) is proud to launch a three part, in-person event series focused on real-life aspects of our professional and personal lives. Staged in New York and Boston, each after-work reception will feature the YMC's Chris Konowitz of Hearst Magazines in a one-on-one conversation with an industry luminary. We kick-off on
- [Fireside Chat: MetLife's Koley Corte and Anna Papadopoulos](https://thefcs.org/event/metlife-2023) - FCS New York is delighted to welcome two veteran marketing executives from MetLife for an engaging fireside chat centered around the theme of "Leading through Transformation." Koley Corte, Senior Vice President and Chief Marketing Officer, Corporate and Institutional at MetLife, will be joined by her colleague Anna Papadopoulos, Vice President, Brand, Events & Sponsorships. Join
- [Digital Innovation in Financial Services Marketing (Philadelphia)](https://thefcs.org/event/philly-digi-innov) - FCS Philadelphia will partner with the Financial Marketing Institute (FMI) for a breakfast event on October 12, when Frank Dudley, FMI President, will present some of his firm's 2023 research on Digital Marketing in Financial Services. With a focus on how successful firms are transitioning to a more dynamic digital marketing organization, Frank will discuss
- [SOLD OUT: SPORTS MARKETING: KPMG and Mizuho Americas](https://thefcs.org/event/cwc-lpga-2023) - THIS EVENT IS SOLD OUT. The FCS New York "Cocktails with Content" series will have a special focus on Wednesday, September 20, when the conversation spotlights "Sports Marketing: Sponsorship Strategies with 2023 LPGA Championships." Our guest speakers are two Chief Marketing Officers from title sponsors for two LPGA tournaments played this year in New Jersey.
- [Michael Cohen, Global Head of Marketing and Communications, Tradeweb](https://thefcs.org/event/moves-tradeweb-2023) - We're excited to launch Season 4 of FCS MOVES -- our Members Only Virtual Event Series -- when Michael Cohen, Managing Director, Global Head of Marketing and Communications at Tradeweb, sits for a one-on-one interview with Eric van den Heuvel, Managing Director, The Gate. On Thursday, September 21, Michael will make his FCS debut on
- [Sheri Gilchrist, Chief Marketing Officer of MissionSquare Retirement](https://thefcs.org/event/missionsquare-2023) - The FCS completes its third full season of our popular Members Only Virtual Event Series (FCS MOVES) with another first-time interview. On August 3rd, we'll be talking with Sheri Gilchrist, Chief Marketing Officer of MissionSquare Retirement, which she joined in 2021. Sheri's prior marketing experience includes executive positions at PGIM, BNY Mellon and Morgan Stanley.
- [SOLD OUT: 24th Annual FCS Charity Golf Tournament & Tennis Day](https://thefcs.org/event/golf-tennis-2023) - This event is sold out. Following the fun of last summer's combined golf and tennis outing, we're delighted to be headed back to the Wykagyl Country Club for the 24th Annual FCS Charity Golf Tournament & Tennis Day. We will again bring together our two groups of sports enthusiasts for a great day of camaraderie,
- [AI in Financial Services Marketing](https://thefcs.org/event/ai-panel-2023) - FCS New York will explore the burgeoning role of Artificial Intelligence (AI) in the world of Financial Services Marketing, when we stage a panel discussion with three veteran marketing professionals who are already ahead of the curve in incorporating AI at their companies. The Wealth Management Group at Informa is our exclusive programming partner for
- [SOLD OUT: Cheryl Guerin, Global Brand Strategy & Innovation, Mastercard](https://thefcs.org/event/cwc-mastercard-2023) - We expect another sold out Cocktails with Content reception as FCS New York welcomes Cheryl Guerin, EVP, Global Brand Strategy & Innovation at Mastercard, to the New York Yacht Club on Wednesday, June 14. Cheryl will sit for a fireside chat with Maria Pacheco, CEO of Storyful, our programming partner for the event. Since her
- [Amanda Rubin, CMO, Citadel](https://thefcs.org/event/moves-citadel-2023) - The FCS is excited to welcome back to our stage Amanda Rubin, Chief Marketing Officer at Citadel, "the most profitable hedge fund manager of all time" (according to LCH Investment NV). Amanda will participate in our Members Only Virtual Event Series (FCS MOVES), on Monday, July 17, (12:00-12:30pm EDT), when she has a one-on-one conversation
- [Natalie Sunderland, Global Head of Marketing & Communications, BNY Mellon](https://thefcs.org/event/bnymellon-2023) - The FCS Members Only Virtual Event Series (FCS MOVES) continues on June 22nd with first time guest Natalie Sunderland, Global Head of Marketing & Communications at BNY Mellon, which she joined in 2021. In 2020, Natalie was named Tech CMO of the Year, when she was the Chief Marketing Officer of Addepar. Earlier in her
- [Russell Messner, Global Head of Brand Marketing, Vanguard](https://thefcs.org/event/philly-vanguard-2023) - FCS Philadelphia will present its first-ever Spotlight Breakfast, featuring a live, in-person interview with Russell Messner, Global Head of Brand Marketing, Vanguard. Russ will be interviewed by FCS Philly President Ed Nini, Global Head of Product, Principal Asset Management. The event will be hosted at the corporate headquarters of FS Investments, courtesy of Bernadette Bridy,
- [SOLD OUT: Micky Onvural, Chief Marketing & Communications Officer, TIAA](https://thefcs.org/event/tiaa-cwc-2023) - This event is sold out. FCS New York is proud to continue our Cocktails with Content series with a reception at the New York Yacht Club featuring Micky Onvural, Chief Marketing & Communications Officer of TIAA. Our event on Tuesday, May 16, will be Micky's inaugural appearance on the FCS stage, and we're delighted to welcome her. The FCS
- [Investing in the Age of Digital & Social Content](https://thefcs.org/event/greenwich-digital-age-2023) - FCS New York is excited to partner with LinkedIn to host our first in-person breakfast at the New York Yacht Club since February 2020. As a showcase for "Investing in the Digital Age," a new research report produced through a partnership between Coalition Greenwich and LinkedIn, the event will also feature a panel discussion with
- [SOLD OUT: 29th Annual FCS Portfolio Awards Gala](https://thefcs.org/event/pa29-gala) - THIS EVENT IS SOLD OUT. The 29th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event will again be staged in this famed landmark for another unforgettable in-person experience. To learn more about the Awards and the Gala,
- [Bart Turner, SVP, Head of Wealth Management Marketing, U.S. Bank](https://thefcs.org/event/moves-2023-usbank) - Continuing our regional bank focus, the FCS is delighted to welcome Bart Turner , SVP, Head of Wealth Management Marketing at U.S. Bank, to our Members Only Virtual Event Series (FCS MOVES). Join us on Monday, April 24, beginning at 12 noon EDT. A first time finalist in the FCS Portfolio Awards, U.S. Bank will
- ["Institutional Investors and The Next Market Cycle"](https://thefcs.org/event/chicago-wsj-grp-2023) - FCS Chicago returns to in-person events with a must-attend breakfast, hosted by WSJ | Barron’s, on Wednesday, February 22. The event will focus on “Institutional Investors and The Next Market Cycle,” with a research presentation and analysis followed by a one-on-one interview with David Partain, Global CMO, FlexShares — the Northern Trust ETF Group. The Wall Street
- ["Best Practices in Digital Customer Experience"](https://thefcs.org/event/fmi-digital-experience) - As an introduction to the new Certification in Digital Marketing Analytics program offered by the Financial Marketing Institute, the FCS welcomes Northwestern University professors Frank Dudley and Roy Wollen for a special virtual presentation. On Tuesday, April 18, beginning at 12 noon ET, they will present "Best Practices in Digital Customer Experience." Dudley is a
- [SOLD OUT - YMC TALKS: "The Anatomy of a Winning Campaign"](https://thefcs.org/event/ymc-winning-2023) - The FCS Young Members Circle (YMC) will stage its first event of 2023 with an in-person, after work reception featuring a panel discussion on "The Anatomy of a Winning Campaign." If you're age 35 or younger, join us on Wednesday, April 12 at the Dotdash Meredith headquarters in Manhattan's Financial District. Networking begins at 5:30pm,
- [SOLD OUT: Tyrrell Schmidt, Chief Marketing Officer, TD Bank](https://thefcs.org/event/td-bank-cwc-2023) - After a 3+ year hiatus, FCS New York is thrilled to relaunch our Cocktails with Content, and we're delighted that our first guest will be Tyrrell Schmidt, Chief Marketing Officer of TD Bank. Tyrrell oversees brand marketing, corporate and public affairs, and integrated marketing. In a fireside chat format, Tyrrell will be interviewed by Sarah
- [Jennifer Grazel, CMO, RBC Capital Markets](https://thefcs.org/event/rbccm-2023) - FCS New York is delighted to welcome Jennifer Grazel as the featured speaker at our CMO Spotlight luncheon on Thursday, March 30, at the New York Yacht Club. Jennifer is the Chief Marketing Officer for RBC Capital Markets U.S. The theme of Jennifer's presentation will be The Power of Marketing: Unlocking Thought Leadership Content to
- [Lori Dillon, Head of Marketing, Citizens](https://thefcs.org/event/moves-citizens-2023) - The FCS continues our third season of our Members Only Virtual Event Series (FCS MOVES) with a one-on-one interview with Lori Dillon, Head of Marketing, Citizens, on Wednesday, March 22, beginning at 12 noon EDT. Speaking from Massachusetts, Lori will be interviewed by FCS Programming Committee Chair John McCormick of Adnode. A runner-up for the FCS Financial Marketer of the
- [SOLD OUT: FCS NY Rangers Game Night](https://thefcs.org/event/rangers-2023) - FCS New York is excited to host our 7th Annual New York Rangers Game Night. The action takes place on Tuesday, March 14th, as the Rangers face off against the Washington Capitals. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors open at 6:00pm for food
- [Emily Pachuta, Chief Marketing & Analytics Officer, Americas, Invesco](https://thefcs.org/event/invesco-2022) - THIS EVENT IS SOLD OUT. FCS New York is delighted to welcome the 2022 FCS Financial Marketer of the Year Emily Pachuta as the guest speaker at our CMO Spotlight luncheon on Wednesday, February 15 at the New York Yacht Club. Emily, the Chief Marketing & Analytics Officer, Americas, at Invesco, was honored on November
- [FCS RFK Marketing Summit 2023](https://thefcs.org/event/fcs-rfk-2023) - The Lodge at Spruce Peak in Stowe, Vermont, will once again welcome the FCS community for our annual Summit, bringing together financial marketing, communications and media professionals for three days of business content while raising money for three wonderful children's charities. Join us on Sunday, January 8 through Wednesday, January 11 for the FCS RFK
- [Pam Piligian,  Chief Marketing Officer,  Navy Federal Credit Union](https://thefcs.org/event/moves-navy-fed-2023) - FCS MOVES is proud to welcome, for the very first time to any FCS event, Pam Piligian, Chief Marketing Officer, Navy Federal Credit Union. Pam will be the guest speaker at our Members-Only event on Thursday, January 26, beginning at 12 noon EDT. Speaking from Virginia, Pam will be interviewed by FCS Programming Committee Chair John McCormick of Adnode. The
- [Elena French, SVP, Corporate Marketing, Brand and Communications, Lincoln Financial](https://thefcs.org/event/moves-lincoln-2022) - FCS MOVES welcomes Elena French, Senior Vice President, Corporate Marketing, Brand and Communications, for Lincoln Financial Group. Elena will speak at our Members-Only virtual event live on Tuesday, December 6, beginning at 12 noon ET. She'll be interviewed by FCS Board Vice Chair Tom Jago of The Ward Group. Founded in 1905, Lincoln Financial Group
- [Wendeline Dill, Head of Advisor & Field Marketing, J.P. Morgan Wealth Management](https://thefcs.org/event/jpmorgan-wealth-2022) - FCS New York welcomes Wendeline Dill, Head of Advisor & Field Marketing, J.P. Morgan Wealth Management as the guest speaker at our Spotlight luncheon on Thursday, November 17 at the New York Yacht Club. Wendy will participate in a fireside chat with Kimberly Beck, CMO, YieldX, and share her perspective on these topics: The ecosystem across digital,
- [FCS New York Holiday Spectacular](https://thefcs.org/event/fcs-ny-holiday-2022) - Celebrating A Year of Community & Giving! Following a triumphant year that saw the return to regular in-person events, FCS New York is eager to get together and celebrate our wonderful community of financial marketing, communications and media professionals -- and to do it in a spectacular way! Join us for this celebration on Tuesday,
- [FCS Financial Marketer of the Year Awards Gala](https://thefcs.org/event/fmy-2022-gala) - On Wednesday, November 30th, we will celebrate the 17th Annual FCS Financial Marketer of the Year (FMY) Award at an in-person gala dinner at the New York Yacht Club. We will honor this year's winner, along with the two runners-up, who have been selected by our panel of judges from a record number of entries.
- [Alex Craddock, Global CMO, BlackRock](https://thefcs.org/event/moves-blackrock-2022) - FCS MOVES is delighted to welcome back to the FCS stage Alex Craddock, Global Chief Marketing Officer for BlackRock. Alex will speak at our Members-Only event virtually and live from San Francisco on Tuesday, November 15, beginning at 12 noon EDT. Alex will be interviewed by FCS Programming Committee Chair John McCormick of Adnode. They'll
- [The Marriage Between Research and Creative Marketing](https://thefcs.org/event/boston-bkfst-2022) - FCS Boston is excited to return to in-person events with a dynamic breakfast panel on November 16th hosted at GroupeConnect. “The Marriage Between Research and Creative Marketing” will be a compelling conversation as we bring together marketing experts from both the financial client and agency sides to discuss how data is being used to inform creative
- [Key Marketing Operating Metrics](https://thefcs.org/event/mktg-op-metrics) - On Thursday, November 3, the FCS, in partnership with Integreon, will host a free virtual panel discussion on “Key Marketing Operating Metrics To Assess, Manage And Track Performance.” Our featured speakers will include: Michael Bieselin, Chief Marketing Strategy & Operations Officer, TIAA Pinki Mehta, SVP/Managing Director, Global Marketing and Digital Experience, AllianceBernstein Angela Fung, Executive
- [YMC TALKS: Enhancing Engagement with Content Marketing](https://thefcs.org/event/ymc-branded-content-2022) - On Tuesday, November 1, the FCS Young Members Circle (YMC) will host a free virtual panel discussion on "Enhancing Engagement with Content Marketing" in partnership with Hearsay. Branded content marketing remains an impactful way for financial marketers to build trust, develop relationships, improve conversions, and generate leads for their organizations. Yet, with the increasingly diverse
- [The New Model for Advisor Engagement](https://thefcs.org/event/philly-2022-engagement) - FCS Philadelphia makes a triumphant return to in-person events with a powerhouse line-up for a November 9th breakfast hosted at Macquarie Asset Management. "The New Model for Advisor Engagement" will open with a presentation by Neil Bathon, Managing Director, FUSE Research Network. Neil will share FUSE's survey work among financial advisors regarding their preferences for
- [Bulls, Bears, and Brands: Living Ratings of Asset Managers 2022](https://thefcs.org/event/living-ratings-2022) - The FCS welcomes the return of Living Group for the 6th annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the top Global 100 Asset Managers. In this sneak peek, Living's CEO Kate Shaw will present a summary of the report's findings and then reveal the rankings
- [Wylie Kain, Head of Brand Marketing, American Century Investments](https://thefcs.org/event/moves-2023-aci-kain) - FCS MOVES continues on Thursday, October 20, with a live virtual conversation with Wylie Kain, Head of Brand Marketing for American Century Investments. Having previously held senior marketing roles at OppenheimerFunds and E*TRADE, Wylie joined American Century in August of 2020. Wylie will be interviewed by FCS Programming Committee Chair John McCormick. Following two years of comprehensive research
- [FCS 55th Anniversary Celebration](https://thefcs.org/event/fcs-55th-anniversary-celebration) - The FCS was founded in 1967. To celebrate our 55th Anniversary, we’re throwing a big party to thank the speakers and presenters who have graced our events over the past five years. We’ll also be honoring the children’s charities we have supported over this span as well. Join us on Thursday, September 22 (6:00-8:30pm) at
- [Kate Ardini, Chief Marketing Officer, John Hancock](https://thefcs.org/event/kate-ardini-chief-marketing-officer-john-hancock-at-fcs-ny-spotlight-luncheon) - FCS New York welcomes Kate Ardini, Chief Marketing Officer, John Hancock as the guest speaker at our CMO Spotlight luncheon on Thursday, October 13 at the New York Yacht Club. Kate will be interviewed by FCS Board Director Rachel Tuffney, President, Dianomi USA. During the interview, Kate will "tease" a new John Hancock advertising campaign
- [YMC September Social](https://thefcs.org/event/ymc-september-social) - THIS EVENT IS SOLD OUT. On Wednesday, Sept. 14, the FCS Young Members Circle will host its first in-person networking event since... forever. All YMC members and our industry friends (age 35 and under, please) are invited to join us for a fun night of connecting and re-connecting over drinks. Join us for an open
- ["The Changing Payments Marketing Landscape"](https://thefcs.org/event/the-changing-payments-marketing-landscape) - The FCS is proud to partner with LinkedIn to stage an exciting virtual panel discussion on The Changing Payments Marketing Landscape. The goal of the event is to provide insights and perspectives to help educate your audience and grow market share. Join us for this free event on Tuesday, September 20, beginning at 12:00 noon
- [Laura Burke, CCO, Santander U.S.](https://thefcs.org/event/moves-2023-santander) - On September 27, FCS MOVES will kick off its third season of virtual events for FCS Members with a live conversation featuring Laura Burke, EVP, Chief Communications Officer for Santander U.S. Laura will be interviewed by FCS Vice Chair Tom Jago, Managing Director at The Ward Group. Laura will discuss the role of Communications at
- [Stephen Tisdalle, Chief Brand & Demand Generation Officer, TIAA, at FCS NY Spotlight Luncheon](https://thefcs.org/event/stephen-tisdalle-chief-brand-demand-generation-officer-tiaa-at-fcs-ny-spotlight-luncheon) - THIS EVENT IS SOLD OUT. FCS New York welcomes Stephen Tisdalle, Chief Brand and Demand Generation, TIAA as the guest speaker at our CMO Spotlight luncheon on Thursday, September 15 at the New York Yacht Club. Stephen will be interviewed by Josh Stinchcomb, Global Chief Revenue Officer, The Wall Street Journal | Barron's Group. In
- [Members Only: Krista Phillips, Head of Branded Cards & Marketing, Wells Fargo](https://thefcs.org/event/members-only-krista-phillips-head-of-branded-cards-marketing-wells-fargo) - On July 28, FCS MOVES will feature a live conversation with Krista Phillips, Head of Branded Cards & Marketing for Wells Fargo. The theme of Krista's conversation will be "Developing Products from the Inside Out." Having worked at Citi and JPMorgan Chase for 10 years at each bank, Krista brought a true wealth of experience
- [FCS Charlotte Virtual Event: Personalization with the Right View of Your Customers](https://thefcs.org/event/fcs-charlotte-virtual-event-personalization-with-the-right-view-of-your-customers) - VIDEO REPLAY FCS Charlotte will stage its first virtual event on Wednesday, May 11, beginning at 12 noon ET, when we present Personalization with the Right View of Your Customers. Our panel discussion will feature: David Hixon, Executive Director, CRM & Marketing Analytics, Ally Scott Brannan, Senior Vice President, Digital Marketing, Bank of America Janelle
- [Jennifer Halloran, CMO, MassMutual, at FCS NY Spotlight Luncheon](https://thefcs.org/event/jennifer-halloran-cmo-massmutual-at-fcs-ny-spotlight-luncheon) - FCS New York welcomes Jennifer Halloran, CMO, Head of Marketing and Brand, MassMutual as the guest speaker at our CMO Spotlight luncheon on Thursday, August 11 at the Harvard Club of New York. In gratitude to Jennifer, the FCS will make a $1,000 donation to the children's charity of her choice. Join us at noon
- [Members Only: Toni Clayton-Hine, Chief Marketing Officer, EY Americas](https://thefcs.org/event/members-only-toni-clayton-hine-chief-marketing-officer-ey-americas) - We continue our FCS MOVES conversations with CMOs from leading financial industry companies with our discussion with Toni Clayton-Hine, Chief Marketing Officer, EY Americas, on Thursday, April 14, beginning at 12pm ET. Toni's presentation is called, "Display is Dead. Long Live Display," and her remarks will focus on the role of custom content in the
- [Members Only: Gordon Abel, Chief Marketing Officer and Head of D&I, Dynasty Financial Partners](https://thefcs.org/event/members-only-gordon-abel-chief-marketing-officer-and-head-of-di-dynasty-financial-partners) - On August 25, FCS MOVES will finish its 2nd successful season with a live conversation featuring Gordon Abel, Chief Marketing Officer and Head of D&I for Dynasty Financial Partners. Founded in 2010, Dynasty is an industry advocate for independent advisors, with a mission of helping advisors achieve their entrepreneurial dream of building successful enterprises that
- [Raja Rajamannar, Chief Marketing & Communications Officer, Mastercard, at FCS NY Spotlight Luncheon](https://thefcs.org/event/raja-rajamannar-chief-marketing-communications-officer-mastercard-at-fcs-ny-spotlight-luncheon) - For our first in-person Spotlight Luncheon in 2022, FCS New York is delighted to welcome back Raja Rajamannar, Chief Marketing & Communications Officer, Mastercard, on Thursday, February 17, at the New York Yacht Club. Raja will be interviewed by New York Times columnist David Gelles, who writes The Corner Office. Our event begins at noon
- [Members Only: Melissa Lowry, Chief Marketing Officer, Zelle](https://thefcs.org/event/members-only-melissa-lowry-chief-marketing-officer-zelle) - VIDEO REPLAY LINK IS VISIBLE TO MEMBERS ONLY. We continue our FCS MOVES conversations with CMOs from leading financial services and fintech companies with our discussion with Melissa Lowry, Chief Marketing Officer, Zelle, on Thursday, February 24, beginning at 12pm ET. Melissa will be interviewed by FCS Programming Chair John McCormick of AdNode. In gratitude
- ["The Crypto Frontier: ETFs and Beyond"](https://thefcs.org/event/the-crypto-frontier-etfs-and-beyond) - "The Crypto Frontier: ETFs and Beyond" will be the theme of our March 10th luncheon at the New York Yacht Club, which will feature a case study presentation and panel discussion. Our presenting co-sponsors Ptarmigan Media and Quartz have created a program designed to help marketers understand what and how they should be messaging to
- [Members Only: Justin Poser, EVP, CMO, M&T Bank and Wilmington Trust Business Lines](https://thefcs.org/event/members-only-justin-poser-evp-cmo-mt-bank-and-wilmington-trust-business-lines) - On June 23, FCS MOVES will feature a live conversation with Justin Poser, EVP, Chief Marketing Officer of M&T Bank and Wilmington Trust Business Lines. Justin will be interviewed by FCS Programming Chair John McCormick of AdNode. M&T Bank, a Fortune 500 company, traces its origins to the founding of Manufacturers and Traders Bank in
- [Members Only: Justin Poser, EVP, CMO, M&T Bank and Wilmington Trust Business Lines](https://thefcs.org/event/members-only-justin-poser-evp-cmo-mt-bank-and-wilmington-trust-business-lines-2) - On June 23, FCS MOVES will feature a live conversation with Justin Poser, EVP, Chief Marketing Officer of M&T Bank and Wilmington Trust Business Lines. Justin will be interviewed by FCS Programming Chair John McCormick of AdNode. M&T Bank, a Fortune 500 company, traces its origins to the founding of Manufacturers and Traders Bank in
- [Brian Buckley, CMO, Nasdaq, at FCS NY Spotlight Luncheon](https://thefcs.org/event/brian-buckley-cmo-nasdaq-at-fcs-ny-spotlight-luncheon) - FCS New York welcomes Brian Buckley, Chief Marketing Officer, Nasdaq as the guest speaker at our CMO Spotlight luncheon on Thursday, June 16 at the New York Yacht Club. In gratitude to Brian, the FCS will make a $1,000 donation to the children's charity of his choice: The Trevor Project. Join us at noon for
- [Marie O'Neill, Senior Vice President, Marketing, Ameriprise Financial, at FCS NY Spotlight Luncheon](https://thefcs.org/event/marie-oneill-senior-vice-president-marketing-ameriprise-financial-at-fcs-ny-spotlight-luncheon) - FCS New York welcomes Marie O'Neill, Senior Vice President, Marketing, Ameriprise Financial as the guest speaker at our next in-person luncheon on Thursday, May 19 at the New York Yacht Club. The topic of Marie's presentation is "Evolving a Brand During Uncertainty." In gratitude to Marie, the FCS will make a $1,000 donation to the
- [FCS YMC TALKS: Robos and Humans – Destined Together or Foes Forever?](https://thefcs.org/event/fcs-ymc-talks-robos-and-humans-destined-together-or-foes-forever) - VIDEO REPLAY The FCS Young Members Circle (YMC) continues its free virtual event series with a panel discussion on Robos and Humans – Destined Together or Foes Forever? on Tuesday, May 17, beginning at 12:00pm ET. We're delighted to announce that our confirmed panelists include: Kim Rosenblum, Chief Marketing Officer, Betterment Lindsey Bell, Chief Markets
- [28th Annual FCS Portfolio Awards Gala](https://thefcs.org/event/28th-annual-fcs-portfolio-awards-gala) - WE ARE SOLD OUT. THANK YOU FOR YOUR CONTINUED SUPPORT OF THE FCS AND OUR ANNUAL PORTFOLIO GALA. The 28th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary black tie event returns to a famed landmark for an unforgettable in-person
- [23rd Annual FCS Charity Golf Tournament & Tennis Day](https://thefcs.org/event/23rd-annual-fcs-charity-golf-tournament-tennis-day) - Following the success of last summer's - first ever - combined golf and tennis outing, we're delighted to be headed back to the Wykagyl Country Club for the 23rd Annual FCS Charity Golf Tournament & Tennis Day. We will again bring together our two groups of sports enthusiastics for a great day of camaraderie, friendly
- [Members Only: Heather Randolph Carter, Chief Marketing & Communication Officer, LPL Financial](https://thefcs.org/event/members-only-heather-randolph-carter-chief-marketing-communication-officer-lpl-financial) - On May 25, FCS MOVES will feature a live conversation with Heather Randolph Carter, EVP, Chief Marketing & Communication Officer for LPL Financial. Heather will be interviewed by FCS Programming Chair John McCormick of AdNode. LPL (Nasdaq: LPLA) supports more than 18,000 financial professionals, 800 institution-based investment programs and 450 independent RIA firms nationwide with
- ["Leadership: Managing Your Career, Team and Life"](https://thefcs.org/event/leadership-managing-your-career-team-and-life) - VIDEO REPLAY The next FCS Diversity & Inclusion Forum will focus on "Leadership: Managing Your Career, Team and Life." In celebration of Women's History Month, we have invited women executives to discuss their career ascent, with a special emphasis on their role as leaders. We'll talk about how they manage their teams in the times
- [Members Only: Andrea Williams, Managing Director, Head of Media Relations, Goldman Sachs](https://thefcs.org/event/members-only-andrea-williams-managing-director-head-of-media-relations-goldman-sachs) - We continue our FCS MOVES conversations with senior marketing and communications executives from leading financial services companies with our discussion with Andrea Williams, Managing Director, Head of Media Relations, Goldman Sachs, on Thursday, April 28, beginning at 12pm ET. In a live interview with FCS Programming Chair John McCormick of AdNode, Andrea will talk about
- [Members Only: Richard Parkinson, Chief Brand Officer, Prudential Financial](https://thefcs.org/event/members-only-richard-parkinson-chief-brand-officer-prudential-financial) - We continue our FCS MOVES conversations with senior marketers from leading financial services companies with our discussion with Richard Parkinson, Chief Brand Officer, Prudential Financial, on Thursday, March 31, beginning at 12pm ET. In gratitude to Richard and with his support, the FCS will make a $1,000 donation to the Save the Children Ukraine Relief
- [Andrea Brimmer, Chief Marketing & PR Officer, Ally, at FCS NY Spotlight Luncheon](https://thefcs.org/event/andrea-brimmer-chief-marketing-pr-officer-ally-at-fcs-ny-spotlight-luncheon) - FCS New York is thrilled to welcome Andrea Brimmer, Chief Marketing & PR Officer, Ally, as our guest speaker on Thursday, July 21 at the New York Yacht Club. Andrea is a three-time winner of the FCS Financial Marketer of the Year -- the only executive to win the award more than once. This event
- [FCS YMC TALKS: "The New Era of Social Media"](https://thefcs.org/event/fcs-ymc-talks-the-new-era-of-social-media) - VIDEO REPLAY The FCS Young Members Circle (YMC) kicks off 2022 with a free virtual event featuring a panel discussion on "The New Era of Social Media" on Tuesday, February 1, beginning at 12:00pm ET. As the COVID-19 pandemic forced the world into our homes, we found ourselves in front of digital screens perhaps more
- [Members Only: Leslie Walstrom, Global Head of Marketing, Columbia Threadneedle Investments](https://thefcs.org/event/members-only-leslie-walstrom-global-head-of-marketing-columbia-threadneedle-investments) - The FCS is excited to kick off 2022 with an FCS MOVES one-on-one conversation with Leslie Walstrom, Global Head of Marketing, Columbia Threadneedle Investments on Thursday, January 13, beginning at 12pm ET. Leslie will be interviewed by FCS Board Director Etienne Katz, SVP of Event Sales and Strategic Growth, CNBC/NBCU. In gratitude to Leslie, the
- ["Multicultural Marketing Redefined"](https://thefcs.org/event/multicultural-marketing-redefined) - VIDEO REPLAY (Note: video may not play in Chrome.) The theme for the first FCS Diversity & Inclusion Forum of 2022 will be "Multicultural Marketing Redefined." Join us for this free virtual event on Tuesday, January 18 at 4:30pm ET. The Forum will feature a one-on-one conversation with Erica Hughes, Director of Multicultural Marketing, Ally
- [6th Annual New York Rangers Game Night at Madison Square Garden](https://thefcs.org/event/6th-annual-new-york-rangers-game-night-at-madison-square-garden) - SOLD OUT Calling all sports fans for our 6th Annual New York Rangers Game Night. Join us on Tuesday, March 15th, as the Rangers host the Anaheim Ducks. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors open at 6:00pm for food and open bar. Game
- [Arianna Orpello, Managing Director, Consumer and Wealth Management, Goldman Sachs, at FCS NY Spotlight Luncheon](https://thefcs.org/event/arianna-orpello-managing-director-consumer-and-wealth-management-goldman-sachs-at-fcs-ny-spotlight-luncheon) - For our last event in 2021, the FCS is delighted to host an in-person Spotlight Luncheon featuring a fireside chat with Arianna Orpello, Managing Director, Consumer and Wealth Management, Goldman Sachs, on Thursday, December 16, at the New York Yacht Club. Our event begins at noon with networking, followed by a plated luncheon, our program
- [FCS Virtual Spotlight Event: Christine Anderson, Global Head of External Relations, Blackstone](https://thefcs.org/event/fcs-virtual-spotlight-event-christine-anderson-global-head-of-external-relations-blackstone) - VIDEO REPLAY (may not work in Chrome) The FCS is proud to again partner with Prosek Partners to present a virtual Spotlight event featuring a one-on-one conversation with Christine Anderson, Global Head of External Relations, Blackstone. Christine oversees Blackstone's Public Affairs, Marketing, and ESG functions. Christine will be interviewed by Jennifer Prosek, Founder and Managing
- ["The Enduring Power of Audio"](https://thefcs.org/event/the-enduring-power-of-audio) - WATCH VIDEO REPLAY HERE The FCS is proud to partner with The New York Times to stage an exciting virtual panel discussion on "The Enduring Power of Audio." Join us for this free event on Tuesday, November 16 beginning at 12:00 noon ET. The panel will be moderated by Sam Dolnick, Assistant Managing Editor, The
- [FCS Race for Kids 2022 Marketing Summit & Charity Ski Weekend](https://thefcs.org/event/fcs-race-for-kids-2022-marketing-summit-charity-ski-weekend) - We are excited to return to the luxurious Stowe Mountain Resort for our 22nd Annual FCS Race for Kids. FOR FULL INFORMATION ON COVID PROTOCOLS FOR PARTICIPATING IN ALL RACE FOR KIDS ACTIVITIES AND STAYING AT THE LODGE AT SPRUCE PEAK, PLEASE VISIT "What You Need To Know." In brief: Guests ages 12 and over
- [Linda Arrington, CMO, Commercial Banking, JPMorgan Chase, at FCS NY Spotlight Luncheon](https://thefcs.org/event/linda-arrington-cmo-commercial-banking-jpmorgan-chase-at-fcs-ny-spotlight-luncheon) - The FCS continues our in-person Spotlight Luncheon series with a fireside chat with Linda Arrington, Chief Marketing Officer, Commercial Banking, JPMorgan Chase, on Thursday, November 18, at the New York Yacht Club. Our event begins at noon with networking, followed by a plated luncheon, our program and Q&A. Linda will be interviewed by FCS Board
- [FCS Virtual Spotlight Event: Stephanie Dobbs Brown, CMO, Intercontinental Exchange](https://thefcs.org/event/fcs-virtual-spotlight-event-stephanie-dobbs-brown-cmo-intercontinental-exchange) - VIDEO REPLAY (may not play in Chrome) The FCS is proud to partner with Prosek Partners to present a virtual Spotlight event featuring a one-on-one conversation with Stephanie Dobbs Brown, Chief Marketing Officer of Intercontinental Exchange (ICE), which owns the New York Stock Exchange. Stephanie will be interviewed by Jennifer Prosek, Founder and Managing Partner
- [16th Annual FCS Marketer of the Year Award Gala -- Live and In-Person](https://thefcs.org/event/16th-annual-fcs-marketer-of-the-year-award-gala-live-and-in-person) - To celebrate the 16th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner on Wednesday, December 1 at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2021 FMY Award winner and the top two runners
- [Living Ratings 2021: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/event/living-ratings-2021-brand-digital-intelligence-of-asset-managers) - VIDEO REPLAY The FCS welcomes the return of Living Group for the 5th annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the top Global 100 Asset Managers. In this sneak peek, Living's CEO Kate Shaw will present a summary of the report's findings and then reveal the
- [Members Only: Jeanette Volpi, SVP, Head of Global Corporate Communications, Visa](https://thefcs.org/event/members-only-jeanette-volpi-svp-head-of-global-corporate-communications-visa) - The FCS is excited to kick off our second season of FCS MOVES, our successful Members Only Virtual Event Series, with a one-on-one conversation with Jeanette Volpi, SVP, Head of Global Corporate Communications, Visa on Thursday, September 30. Jeanette will be interviewed by FCS Programming Chair John McCormick, beginning at 12pm ET / 9am PT.
- [Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, at FCS NY Spotlight Luncheon](https://thefcs.org/event/kirti-naik-head-of-marketing-communications-bny-mellon-wealth-management-at-fcs-ny-spotlight-luncheon) - The FCS makes a triumphant return to in-person events with our inaugural Spotlight Luncheon featuring Kirti Naik, Head of Marketing & Communications, BNY Mellon Wealth Management, on Wednesday, September 15, at the New York Yacht Club. Our event begins at noon with networking, followed by a plated luncheon, our program and Q&A. The theme of
- ["The New Office Culture"](https://thefcs.org/event/the-new-office-culture) - VIDEO REPLAY The FCS Diversity & Inclusion Forum speaker series continues with a panel discussion on "The New Office Culture." Join us online for this virtual event on Tuesday, September 21 at 4:00pm ET. With businesses ramping up the scheduled return of employees to their offices, we are faced with new questions and challenges about
- [Members Only: Wittney Rachlin, Chief Marketing Officer, Yieldstreet](https://thefcs.org/event/members-only-wittney-rachlin-chief-marketing-officer-yieldstreet) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Wittney Rachlin, Chief Marketing Officer, Yieldstreet, on Thursday, July 8. Yieldstreet is an online platform that offers accredited investors access to alternative investments in commercial real estate, marine projects and even art. Our exclusive event will begin at 12 noon
- ["Driving Inclusive Digital Banking"](https://thefcs.org/event/driving-inclusive-digital-banking) - VIDEO REPLAY SPECIAL OFFER FROM TEXTHELP: FCS Members and attendees at today's event are invited use Texthelp's newest product ReachDeck for free for 30 days, or if you’d like a free consultation and website review with one of Texthelp’s accessibility specialists, please email Stuart Blair at s.blair@texthelp.com. ReachDeck provides, among other things, a scanning tool
- [Members Only: Rob Pinkerton, Chief Marketing Officer, Morningstar](https://thefcs.org/event/members-only-rob-pinkerton-chief-marketing-officer-morningstar) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Rob Pinkerton, Chief Marketing Officer, Morningstar, on Thursday, July 15. Our exclusive online conversation will begin at 12 noon ET. Rob will be interviewed by FCS Programming Committe Chair John McCormick on the topic: "The New Sustainability Imperative." You’re welcome
- [27th Annual FCS Portfolio Awards Gala](https://thefcs.org/event/27th-annual-fcs-portfolio-awards-gala) - COVID-19 PROTOCOL The FCS and Ziegfeld Ballroom will follow New York City mandated protocols regarding Covid-19. All guests must provide proof of vaccination. We will update this policy as NYC announces any changes. SPONSORSHIP PACKAGES The 27th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in
- ["Understanding the Next Generation Investor"](https://thefcs.org/event/understanding-the-next-generation-investor) - VIDEO REPLAY The FCS is proud to continue our partnership with The Wall Street Journal | Barron's Group in presenting our ongoing virtual event series. Our next topic is "Understanding the Next Generation Investor," featuring a panel discussion moderated by MarketWatch's Editor in Chief Jeremy Olshan. Our panelists include: Dipti Kachru, Chief Marketing Officer, J.P.
- ["The Intersection of Art + Finance"](https://thefcs.org/event/the-intersection-of-art-finance) - VIDEO REPLAY The FCS Young Members Circle (YMC) will host a free virtual event featuring a panel discussion on "The Intersection of Art + Finance" on Tuesday, May 18, beginning at 12:00pm ET. Accessibility to the art market was once reserved for an elite group, but that is changing rapidly due to the customized platforms
- [Members Only: Cathy Stahl, Global Head of Marketing, PIMCO](https://thefcs.org/event/members-only-cathy-stahl-global-head-of-marketing-pimco) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Cathy Stahl, Global Head of Marketing, PIMCO, on Thursday, August 12. Our exclusive online conversation will begin at 12:30pm ET. You’re welcome to submit questions to Cathy ahead of this event by emailing us at admin@thefcs.org. Your question may be
- ["Celebrating Pride Month: Trials, Tribulations and Triumph"](https://thefcs.org/event/celebrating-pride-month-trials-tribulations-and-triumph) - VIDEO REPLAY The FCS Diversity & Inclusion Steering Committee (DISC) is excited to continue the quarterly FCS Diversity & Inclusion Forum speaker series. With the goal of 'Making A Difference,' FCS DIF events feature exclusive conversations with marketing and media professionals in one-on-one or in panel discussions. On June 15th, we will be celebrating Pride
- [Members Only: Kevin Comer, Managing Director of Marketing, CME Group](https://thefcs.org/event/members-only-kevin-comer-managing-director-of-marketing-cme-group) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Kevin Comer, CME Group’s Managing Director of Marketing, on Thursday, May 20. As the world's leading and most diverse derivatives marketplace, CME Group comprises four exchanges - CME, CBOT, NYMEX and COMEX, and offers the widest range of global benchmark
- [22nd Annual FCS Charity Golf Tournament and Tennis Day](https://thefcs.org/event/22nd-annual-fcs-charity-golf-tournament-and-tennis-day) - We're excited to return to the Wykagyl Country Club for the 22nd Annual FCS Charity Golf Tournament. We will also be hosting our first-ever Tennis Day at Wykagyl, bringing together our two groups of sports enthusiastics for a great outdoor day of camaraderie. Here's the agenda for a full day of activities. 10:30am REGISTRATION, LUNCH,
- [Members Only: Benji Baer, Chief Marketing Officer, CBRE](https://thefcs.org/event/members-only-benji-baer-chief-marketing-officer-cbre) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Benji Baer, Chief Marketing Officer, CBRE Group, Inc., on Thursday, July 29. With more than 25 years of experience in financial services marketing, Benji joined CBRE in 2019. CBRE, a Fortune 500 and S&P 500 company headquartered in Dallas, is
- [Members Only: Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets US](https://thefcs.org/event/members-only-jennifer-grazel-chief-marketing-officer-rbc-capital-markets-us) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets US, on Thursday, June 17. RBC Capital Markets is part of Royal Bank of Canada (RBC), the fifth largest financial services provider in North America by market cap. Jennifer will be interviewed
- ["Marketing Transformative Fintech"](https://thefcs.org/event/marketing-transformative-fintech) - VIDEO REPLAY The FCS is proud to partner with The New York Times to stage an exciting conversation on "Marketing Transformative Fintech." This is our first virtual event to explore how new financial brands are disrupting financial services and how traditional leaders are rapidly evolving in response and with their own proactive strategies. Technology has
- ["Building Trust in Financial Services Post-Covid"](https://thefcs.org/event/building-trust-in-financial-services-post-covid) - VIDEO REPLAY The FCS is proud to again partner with Edelman to bring our members and broader community a dynamic virtual event to explore the latest research from the 2021 Edelman Trust Barometer. Join us on April 15, when Deidre Campbell, Edelman's Chair, Financial Services Sector, will present key findings specific to our industry. She
- [Members Only: Lee Hurley, Chief Marketing Officer, Northwestern Mutual](https://thefcs.org/event/members-only-lee-hurley-chief-marketing-officer-northwestern-mutual) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Lee Hurley, Chief Marketing Officer, Northwestern Mutual, on Thursday, May 6. Our exclusive online conversation will begin at 12 noon ET. Lee will be interviewed by FCS Programming Committe Chair John McCormick. You’re welcome to submit questions to Lee ahead
- ["The New Face of Wealth: Women"](https://thefcs.org/event/the-new-face-of-wealth-women) - VIDEO REPLAY The FCS is proud to partner with The Wall Street Journal | Barron's Group to launch a new three-part virtual event series called "The News You Need." Our panel discussions with senior marketing executives from leading financial brands will focus on important issues for our community: women & wealth, data analytics, and marketing
- [Members Only: Meredith Verdone, Chief Marketing Officer, Bank of America](https://thefcs.org/event/members-only-meredith-verdone-chief-marketing-officer-bank-of-america) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Meredith Verdone, Chief Marketing Officer, Bank of America, on Thursday, March 4. Our exclusive online conversation will begin at 12 noon ET. Meredith will be interviewed by Caleb Silver, Editor-in-Chief, Investopedia. You’re welcome to submit questions to Meredith ahead of
- [FCS Diversity & Inclusion Forum: Renée Baker, Raymond James](https://thefcs.org/event/fcs-diversity-inclusion-forum-renee-baker-raymond-james) - VIDEO REPLAY The FCS Diversity & Inclusion Steering Committee (DISC) is proud to launch our new FCS Diversity & Inclusion Forum speaker series. With the goal of 'Making A Difference,' FCS DIF events will feature exclusive conversations with industry leaders one-on-one or in panel discussions. Our quarterly series begins on March 9th when Renée Baker,
- [Members Only: Deborah Bussière, Global Chief Marketing Officer, Broadridge Financial Solutions](https://thefcs.org/event/members-only-deborah-bussiere-global-chief-marketing-officer-broadridge-financial-solutions) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Deborah Bussière, Global Chief Marketing Officer, Broadridge Financial Solutions, on Thursday, April 22. Broadridge is the leading provider of investor communications, technology-driven solutions, and data and analytics to the financial services industry. Our exclusive online conversation will begin at 12
- [FCS MARDI GRAS Charity Trivia Night](https://thefcs.org/event/fcs-mardi-gras-charity-trivia-night) - The FCS is excited to launch our first-ever Charity Trivia Night and what better time to do it than on Mardi Gras! Staging it virtually means we can bring the entire FCS community together from across the country. (You don't need to be in New Orleans to wear beads, enjoy your favorite beverage, and have
- [Members Only: Tony Wells, Chief Brand Officer, USAA](https://thefcs.org/event/members-only-tony-wells-chief-brand-officer-usaa) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Tony Wells, SVP, Chief Brand Officer of USAA, on Thursday, February 25. Our exclusive online conversation will begin at 12 noon ET / 11:00am CT. You’re welcome to submit questions to Tony ahead of this event by emailing us at
- [Webinar: "How Profitable Companies Can Prioritize People & The Planet"](https://thefcs.org/event/webinar-how-profitable-companies-can-prioritize-people-the-planet) - VIDEO REPLAY The FCS is proud to partner with The New York Times to stage a new 'purpose-themed' virtual event called "How Profitable Companies Can Prioritize People & The Planet." A panel of senior financial marketers will discuss the challenge of crafting and promoting a balanced brand message that aligns marketing strategies with business strategies.
- [Members Only: Paul Gennaro, Chief Brand and Communications Officer, Voya Financial](https://thefcs.org/event/members-only-paul-gennaro-chief-brand-and-communications-officer-voya-financial) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Paul Gennaro, SVP, Brand and Corporate Communications, Chief Brand and Communications Officer, Voya Financial, on Thursday, February 11. Our exclusive online conversation will begin at 12 noon ET. Paul will be interviewed by John McCormick, CRO, OspreyMedia and Chair of
- [Webinar: "Navigating Your Career During Times of Uncertainty"](https://thefcs.org/event/webinar-navigating-your-career-during-times-of-uncertainty) - VIDEO REPLAY The FCS Young Members Circle (YMC) concludes our three-part virtual event series called "Your Future At Work." In collaboration with exclusive programming partner Forbes, YMC has been presenting panel discussions on key topics top of mind for young professionals today: Diversity, the Post-Pandemic Workplace, and Careers. 2020 has undoubtedly caused unprecedented changes to
- [Webinar: "Financial Marketing’s Future in a Post-Pandemic World"](https://thefcs.org/event/webinar-financial-marketings-future-in-a-post-pandemic-world) - VIDEO REPLAY The FCS Young Members Circle (YMC) continues our three-part virtual event series called "Your Future At Work." In collaboration with exclusive programming partner Forbes, YMC is presenting panel discussions on key topics top of mind for young professionals today: Diversity, the Post-Pandemic Workplace, and Careers. 2020 has undoubtedly caused unprecedented changes to consumer
- [Members Only: Jenna Lebel, Chief Marketing Officer, Liberty Mutual Insurance](https://thefcs.org/event/members-only-jenna-lebel-chief-marketing-officer-liberty-mutual-insurance) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Jenna Lebel, Chief Marketing Officer, for Liberty Mutual Insurance. Jenna will be interviewed by Jackie DeAngelis, financial correspondent for the Fox Business Network. Our exclusive virtual event will begin at 12 noon ET. In gratitude to Jenna, the FCS will
- [15th Anniversary FCS Financial Marketer of the Year Virtual Awards Ceremony](https://thefcs.org/event/15th-anniversary-fcs-financial-marketer-of-the-year-virtual-awards-ceremony) - VIDEO REPLAY To celebrate the 15th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a virtual awards ceremony on Wednesday, December 9th at 5:30pm ET. This event will pay tribute to the 2020 FMY Award winner and the top two runners up. The shortlist
- [Members Only: Tyrrell Schmidt, U.S. Chief Marketing Officer and Head of Global Brand, TD Bank](https://thefcs.org/event/members-only-tyrrell-schmidt-u-s-chief-marketing-officer-and-head-of-global-brand-td-bank) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Tyrrell Schmidt, U.S. Chief Marketing Officer and Head of Global Brand, TD Bank. Our exclusive online conversation will begin at 12 noon ET. You’re welcome to submit questions to Tyrrell ahead of this event by emailing us at admin@thefcs.org. Your
- [Members Only: Bruce Ditman, Chief Marketing Officer, Marcum LLP](https://thefcs.org/event/members-only-bruce-ditman-chief-marketing-officer-marcum-llp) - THE REPLAY LINK ON THIS PAGEIS VISIBLE TO MEMBERS ONLY. As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Bruce Ditman, Chief Marketing Officer, Marcum LLP, one of the largest independent public accounting and advisory services firms in the nation. Our exclusive online conversation will begin at 12 noon
- [Book Event: Berta Aldrich and "Winning the Talent Shift"](https://thefcs.org/event/book-event-berta-aldrich-and-winning-the-talent-shift) - VIDEO REPLAY (note: may not play on Chrome) The FCS will present a virtual book event with Berta Aldrich, the president of FCS Philadelphia, in celebration of the publication of "Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace." Berta's first book exposes today’s barriers for women, diverse talent, and high
- [Members Only: Michael Lacorazza, EVP, Chief Marketing Officer of Wells Fargo](https://thefcs.org/event/members-only-michael-lacorazza-evp-chief-marketing-officer-of-wells-fargo) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome MIchael Lacorazza, EVP, Chief Marketing Officer of Wells Fargo, on Thursday, March 11. Our exclusive online conversation will begin at 12 noon ET / 9:00am PT. Michael will be interviewed by Rachel Tuffney, EVP, Dianomi USA, our exclusive programming partner.
- [Webinar: "Improving Diversity in the Workplace and in Marketing"](https://thefcs.org/event/webinar-improving-diversity-in-the-workplace-and-in-marketing) - VIDEO REPLAY The FCS Young Members Circle (YMC) launches a three-part virtual event series called "Your Future At Work." In collaboration with exclusive programming partner Forbes, YMC will present panel discussions on key topics top of mind for young professionals today: Diversity, the Post-Pandemic Workplace, and Careers. 2020 has undoubtedly caused unprecedented changes to consumer
- [Webinar: "Hyper-Personalization: The Future of Marketing-Enabled Sales"](https://thefcs.org/event/webinar-hyper-personalization-the-future-of-marketing-enabled-sales) - VIDEO REPLAY The FCS will focus on "Hyper-Personalization" in a special virtual event, free to our members as well as our industry colleagues. Niharika Shah, Chief Marketing Officer of The TIFIN Group, will moderate a panel discussion on the role personalization will play in redefining marketing in both direct-to-consumer (DTC) and intermediary environments. For many
- [Webinar: "Women and Wealth"](https://thefcs.org/event/webinar-women-and-wealth) - VIDEO REPLAY (note: may not play on Chrome) The FCS is proud to partner with The New York Times to stage our annual event on "Women and Wealth." This is our first virtual event on the topic and first opportunity to reach a truly national audience for this timely conversation. Women are increasingly taking the
- [Members Only: Barbara Goose, Chief Marketing Officer, John Hancock](https://thefcs.org/event/members-only-barbara-goose-chief-marketing-officer-john-hancock) - As part of our FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Barbara Goose, Chief Marketing Officer, John Hancock. Our exclusive online conversation will begin at 12 noon ET. Barbara will be interviewed by John McCormick, Chair of the FCS Programming Committee. In gratitude to Barbara, the FCS will make a $1,000
- [Members Only: Ben Jankowksi, Group Head, Global Media, Mastercard](https://thefcs.org/event/members-only-ben-jankowksi-group-head-global-media-mastercard) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Ben Jankowksi, Group Head, Global Media, Mastercard. Our exclusive online conversation will begin at 12 noon ET. In gratitude to Ben, the FCS will make a $1,000 donation to Gilda's Club in Warminster, Pennsylvania. You must have a new
- [Members Only: Connie Weaver, Chief Marketing Officer, Equitable](https://thefcs.org/event/members-only-connie-weaver-chief-marketing-officer-equitable) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Connie Weaver, Chief Marketing Officer, Equitable, on Thursday, November 19. Our exclusive online conversation will begin at 12 noon ET. Connie will be interviewed by John McCormick, Chair of the FCS Programming Committee. In gratitude to Connie, the FCS
- [Living Ratings 2020: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/event/living-ratings-2020-brand-digital-intelligence-of-asset-managers) - The FCS welcomes the return of Living Group for the fourth annual (and first-time virtual) presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers. In this sneak peek, Living's CEO Kate Shaw will present a summary of the report's findings and then reveal the
- [Members Only: Sylvia Toense, Head of Global Brand Marketing, T. Rowe Price](https://thefcs.org/event/members-only-sylvia-toense-head-of-global-brand-marketing-t-rowe-price) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Sylvia Toense, Head of Global Brand Marketing, T. Rowe Price, on Thursday, December 17. Our exclusive online conversation will begin at 12 noon ET. Sylvia will be interviewed by FCS Vice Chair Tom Jago, Managing Director of The Ward
- [Members Only: Beth Wood, CMO, Principal Financial Group](https://thefcs.org/event/members-only-beth-wood-cmo-principal-financial-group) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Beth Wood, SVP, Chief Marketing Officer, Principal Financial Group, on Thursday, October 29. Our exclusive online conversation will begin at 12 noon ET. Beth's presentation is entitled: "Distinction through Purpose." In gratitude to Beth, the FCS will make a
- [Members Only: Porter Gale, Chief Marketing, for Personal Capital](https://thefcs.org/event/members-only-porter-gale-chief-marketing-for-personal-capital) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Porter Gale, Chief Marketing Officer, for Personal Capital, on Thursday, October 22. (Note: Personal Capital was acquired in August by Empower Retirement for $1 billion in enterprise value.) Our exclusive online conversation will begin at 12 noon ET /
- [Members Only: Marty Willis, Chief Marketing Officer, TIAA](https://thefcs.org/event/members-only-marty-willis-chief-marketing-officer-tiaa) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Marty Willis, SEVP, Chief Marketing Officer, TIAA, on Thursday, August 26. Marty's exclusive online presentation will begin at 12 noon ET. In gratitude to Marty, the FCS will make a $1,000 donation to the Girl Scouts of Greater New
- [Members Only: David Thuma, EVP, Chief Marketing Officer, PNC](https://thefcs.org/event/members-only-david-thuma-evp-chief-marketing-officer-pnc) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome David Thuma, EVP, Chief Marketing Officer, PNC, on Thursday, December 10. David will be joined by Dresdyn Hefferen, SVP, Marketing Director, Brand Management and Marketing Centers of Excellence, PNC, and Barbara Chandler, Group Account Director, Deutsch. Their presentation wll
- [Members Only: Russell Findlay, Global Chief Marketing Officer, Hiscox](https://thefcs.org/event/members-only-russell-findlay-global-chief-marketing-officer-hiscox) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Russell Findlay, Global Chief Marketing Officer of international specialist insurer Hiscox. Russ is also the 2019 recipient of the FCS Jamie E. DePeau Leadership Award. Our exclusive online conversation will begin at 12 noon ET. Russ will be interviewed
- [Members Only: Brenda Tsai, Chief Marketing Officer of BNY Mellon](https://thefcs.org/event/members-only-brenda-tsai-chief-marketing-officer-of-bny-mellon) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Brenda Tsai, Chief Marketing Officer of BNY Mellon, on Thursday, November 5. Our exclusive online conversation will begin at 12 noon ET. In gratitude to Brenda, the FCS will make a $1,000 donation to Save The Children, as chosen
- [Members Only: Betsy Palmer, Chief Marketing Officer, Life & Retirement, AIG](https://thefcs.org/event/members-only-betsy-palmer-chief-marketing-officer-life-retirement-aig) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Betsy Palmer, Chief Marketing Officer, Life & Retirement, AIG, on Thursday, October 15. Betsy will be interviewed by Jason Musante, Chief Creative Officer at Huge. This exclusive online conversation will begin at 12 noon ET. In gratitude to Betsy, the
- [Members Only: Andrea Brimmer, Chief Marketing & PR Officer, Ally](https://thefcs.org/event/members-only-andrea-brimmer-chief-marketing-pr-officer-ally) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Andrea Brimmer, Chief Marketing & PR Officer, Ally, on Thursday, October 8. Andrea is the only two-time winner of the FCS Financial Marketer of the Year Award (2017, 2019). Our exclusive online conversation will begin at 12 noon ET.
- [Members Only: Erik Schneberger, Chief Marketing Officer, American Century Investments](https://thefcs.org/event/members-only-erik-schneberger-chief-marketing-officer-american-century-investments) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Erik Schneberger, Chief Marketing Officer, American Century Investments, on Thursday, October 1 Our exclusive online conversation will begin at 12 noon ET. The theme of Erik's discussion is "Staying Relevant During ‘Stay At Home.'" Erik will be interviewed by
- [Members Only: Jennifer Halloran, Head of Marketing & Brand, MassMutual](https://thefcs.org/event/members-only-jennifer-halloran-head-of-marketing-brand-massmutual) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Jennifer Halloran, Head of Marketing & Brand, MassMutual, on Thursday, September 24. Our exclusive online conversation will begin at 12 noon ET. Jennifer's presentation is entitled, "Lessons Learned in Warp Speed." Jennifer will be interviewed by John McCormick, Chair
- [Members Only: Emily Pachuta, Chief Marketing & Analytics Officer, Americas, for Invesco](https://thefcs.org/event/members-only-emily-pachuta-chief-marketing-analytics-officer-americas-for-invesco) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Emily Pachuta, Chief Marketing & Analytics Officer, Americas, for Invesco, on Thursday, September 17. Emily will be interviewed by Jackie DeAngelis, financial correspondent for the Fox Business Network. Our exclusive virtual event will begin at 12 noon ET. In
- [Members Only: Andrea Zaretsky, CMO, E*TRADE](https://thefcs.org/event/members-only-andrea-zaretsky-cmo-etrade) - As part of our new FCS Members Only Virtual Event Series (MOVES), we’re proud to welcome Andrea Zaretsky, Chief Marketing Officer, E*TRADE on Thursday, September 10. Our exclusive online conversation will be begin at 12 noon ET. In gratitude to Andrea, the FCS will make a $1,000 donation to Ronald McDonald House, as selected by
- [Webinar: "Brand to Demand in Financial Services"](https://thefcs.org/event/webinar-brand-to-demand-in-financial-services) - VIDEO REPLAY RECAP/TAKEAWAYS The FCS will shine a spotlight on State Street Global Advisors SPDR ETFs in a virtual event focused on using social media to drive engagement. The financial services industry is awash in thought leadership angling for the attention of an informed and busy audience. SSGA has been able to break through and
- [Webinar: "Beyond the Event Horizon: Rethinking In-Person Events"](https://thefcs.org/event/webinar-beyond-the-event-horizon-rethinking-in-person-events) - The FCS will present a very topical virtual event on the challenges facing marketers responsible for planning in-person events... salespeople who rely on in-person events... organizations whose business model may be driven by in-person events. What does the future hold? In-person events face a perfect storm of challenges: concerns about contact risk, travel restrictions and
- [26th Annual FCS Portfolio Awards VIRTUAL Gala](https://thefcs.org/event/26th-annual-fcs-portfolio-awards-virtual-gala) - For the first time ever, the FCS Portfolio Awards will be presented online. Join us at 5:00pm ET on September 2nd for the FCS Portfolio 2020 Virtual Gala -- a fast paced, exciting hour of award announcements, special guests and surprise interviews. We will be zooming this event right to your home & home office.
- [Macquarie CMO Neil Siegel Shares "A Marketer’s Roadmap to a Seat at the Table"](https://thefcs.org/event/macquarie-cmo-neil-siegel-shares-a-marketers-roadmap-to-a-seat-at-the-table) - The FCS Philadelphia Chapter will host their first virtual fireside chat, featuring a conversation with Macquarie’s Neil Siegel on "A Marketer’s Roadmap to a Seat at the Table." Neil is Chief Marketing Officer and Co-Head of the Client Group at Macquarie Investment Management. He will be interviewed by Chapter Vice President Ed Nini, Global Head
- [YMC VIRTUAL TALKS: "Navigating Times of Crisis"](https://thefcs.org/event/ymc-virtual-talks-navigating-times-of-crisis) - The FCS Young Members Circle will stage its first virtual event with a panel discussion on "Navigating Times of Crisis." For many in the YMC, the current market downturn has been a jarring shift from the economic stability and bull market of the past decade. In this webinar, we’ll ask seasoned financial services marketers to
- [Webinar: "Marketing ETFs In Uncertain & Volatile Times" with iShares CMO Alex Craddock](https://thefcs.org/event/webinar-marketing-etfs-in-uncertain-volatile-times-with-ishares-cmo-alex-craddock) - Alex Craddock, Global CMO of iShares, will be the featured guest as the FCS again partners with The Balance and Investopedia in bringing our community a free virtual event entitled "Marketing ETFs In Uncertain & Volatile Times." The market swings of the past few months have created new challenges for financial marketers. In this webinar,
- [Webinar: "Engaging and Enhancing Client Relationships During Crisis and Market Distress"](https://thefcs.org/event/webinar-engaging-and-enhancing-client-relationships-during-crisis-and-market-distress) - The FCS will present a new online panel discussion focused on crisis communications, featuring a nationally ranked financial advisor and three comms pros. The all women panel will talk about how communication is key to building stronger client bonds. During any crisis, effective communication is key to retaining and strengthening relationships with core audiences. Covid-19
- [Webinar: "The COVID-19 Reset: Behavioral Change – A Growth Opportunity"](https://thefcs.org/event/webinar-the-covid-19-reset-behavioral-change-a-growth-opportunity) - Part 3 of the webinar series from the Marketing IMPACT Council™ on “Strategy, Marketing, and Communications in a COVID-19 Impacted World” is set for Wednesday, June 24 at 12 noon ET. The topic will be "The COVID-19 Reset: Behavioral Change – A Growth Opportunity." (A recording will be made available afterwards.) Join international speaker, renowned
- [Webinar: "Agile Marketing in Turbulent Times"](https://thefcs.org/event/webinar-agile-marketing-in-turbulent-times) - As the world pivots to online connections and working from home, the FCS is proud to present a free virtual event on "Agile Marketing in Turbulent Times - J.P. Morgan's TV Ad Success Story," featuring a conversation between Dipti Kachru, Chief Marketing Officer, U.S. Wealth Management, J.P. Morgan, and April Rudin, Founder & President of
- [Webinar: "The COVID-19 Reset: Strategy, Marketing & Communications for a New World"](https://thefcs.org/event/webinar-the-covid-19-reset-strategy-marketing-communications-for-a-new-world) - Part 2 of the new webinar series from the Marketing IMPACT Council™ on “Strategy, Marketing, and Communications in a COVID-19 Impacted World” is set for May 20th at 12 noon ET. The topic will be "The COVID-19 Reset: Strategy, Marketing & Communications for a New World." (A recording will be made available afterwards.) The moderated
- [Webinar: "Staying the Course: Client Behavior Amid Ongoing Volatility"](https://thefcs.org/event/webinar-staying-the-course-client-behavior-amid-ongoing-volatility) - The FCS is proud to partner with The Balance and Investopedia in bringing you a free virtual event on "Staying the Course: Client Behavior Amid Ongoing Volatility." The event will be presented live at 2:30pm ET on Wednesday, May 13. A recording will be made available by May 18. Our host will be Caleb Silver,
- [Webinar: "The COVID-19 Reset: A Value-Based Strategic Path Forward"](https://thefcs.org/event/webinar-the-covid-19-reset-a-value-based-strategic-path-forward) - The FCS is proud to be a supporting partner of a new webinar series from the Marketing IMPACT Council™ on “Strategy, Marketing, and Communications in a COVID-19 Impacted World.” The inaugural online event is set for May 6th at 12 noon ET. The topic will be "The COVID-19 Reset: A Value-Based Strategic Path Forward." (A
- [21st Annual FCS Charity Golf Tournament, Tues. Sept. 29](https://thefcs.org/event/21st-annual-fcs-charity-golf-tournament-tues-sept-29) - Join us at the Wykagyl Country Club for the 21st Annual FCS Charity Golf Tournament. WYKAGYL HEALTH & SAFETY PROTOCOL INFORMATION The FCS is excited to offer a great day of golf with contests, prizes and great camaraderie. 11:30am REGISTRATION, LUNCH, DRIVING RANGE 12:30pm PUTTING CONTEST 1:00pm SHOTGUN START Scramble tournament immediately followed by COCKTAIL
- [Michelle Malcolm, Vice President, Institutional Marketing, E*TRADE, at FCS Chicago Executive Spotlight Luncheon](https://thefcs.org/event/michelle-malcolm-vice-president-institutional-marketing-etrade-at-fcs-chicago-executive-spotlight-luncheon) - FCS Chicago is excited to host an Executive Spotlight luncheon with Michelle Malcolm, VP of Institutional Marketing at E*TRADE, on Thursday, March 12 at the Union League Club of Chicago. Michelle will sit for a fireside chat with Tara Giuliano, Head of Client and Product Marketing for Nuveen (who was a panelist at our Brand
- [Kari Axberg, Co-Head of Marketing, New York Life at FCS New York CMO Luncheon Series](https://thefcs.org/event/kari-axberg-co-head-of-marketing-new-york-life-at-fcs-new-york-cmo-luncheon-series) - For our February luncheon, FCS New York welcomes Kari Axberg, Co-Head of Marketing, New York Life, as our guest speaker at the New York Yacht Club on Thursday, February 27th. New York Life is the third-largest life insurance company in the U.S. and the largest mutual life insurance company in the country. Having run an
- ["How Wealth Managers Must Differentiate Themselves"](https://thefcs.org/event/how-wealth-managers-must-differentiate-themselves) - FCS New York is delighted to deliver an important breakfast content program for wealth management/asset management marketers who are struggling with differentiation at either the enterprise level or advisor level. Gone are the days of relying on products or performance as differentiators; instead, investors want to form a relationship with their financial advisors and become
- [SOLD OUT 5th Annual FCS Rangers Game Night](https://thefcs.org/event/sold-out-5th-annual-fcs-rangers-game-night) - SOLD OUT! ONE MONTH IN ADVANCE Calling all sports fans for our 5th Annual New York Rangers Game Night. Join us on Tuesday, March 3rd, as the Rangers host the 2019 Stanley Cup Champion St Louis Blues. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden. Doors
- ["Financial Marketers Enter the Streaming Wars"](https://thefcs.org/event/financial-marketers-enter-the-streaming-wars) - FCS San Francisco will stage its first breakfast event of 2020 with a very topical theme: the impact of streaming and digital on financial marketing and the continued evolutionary growth of traditional advertising. When it comes to advertising, marketers need a multi-faceted approach to remain on the cutting edge of digitalization. Over the top (OTT)
- [FCS Charity Holiday Party 2019](https://thefcs.org/event/fcs-charity-holiday-party-2019) - Come celebrate another record year for the FCS as we toast 2019 with our annual holiday get-together, this year at The Salon at The Inn at Irving Place (56 Irving Place, between 17th & 18th Streets). We'll have exclusive access to the private salon, open bar, hors d'oeuvres and a fantastic time. This exquisite venue
- [Paul Gennaro, SVP, Chief Brand & Communications Officer, Voya Financial, at FCS New York CMO Luncheon Series](https://thefcs.org/event/paul-gennaro-svp-chief-brand-communications-officer-voya-financial-at-fcs-new-york-cmo-luncheon-series) - FCS New York opens the New Year by continuing its CMO luncheon series. Our January speaker will be Paul Gennaro, SVP, Chief Brand & Communications Officer, Voya Financial, on Thursday, January 30th. Voya's Retirement business is a leading provider of retirement products and services in the U.S., serving more than 49,000 institutional clients and nearly
- [One-on-One Talk with American Express' Howard Grosfield,  EVP & General Manager, U.S. Consumer Marketing Services](https://thefcs.org/event/one-on-one-talk-with-american-express-howard-grosfield-evp-general-manager-u-s-consumer-marketing-services) - The last content event for the FCS in 2019 will be a unique breakfast in New York, where our exclusive programming partner Google has arranged a one-on-one conversation with Howard Grosfield, Executive Vice President & General Manager, U.S. Consumer Marketing Services, at American Express. In addition to managing all marketing activity for Amex's Consumer Card
- ["What High-Net-Worth Investors Want from Their FAs"](https://thefcs.org/event/what-high-net-worth-investors-want-from-their-fas) - FCS Chicago is delighted to partner with CFA Institute for our last event of 2019, when we host a luncheon focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their FAs." High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs are
- [Living Ratings: Brand & Digital Intelligence of Asset Managers](https://thefcs.org/event/living-ratings-brand-digital-intelligence-of-asset-managers) - The FCS welcomes the return of Living Group for the third annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers. Living's CEO Kate Shaw will be on hand to reveal the rankings of the Top 10, as the report will be launched globally
- [One-on-One Talk with Renee Brown, SVP, Marketing at OptumCare](https://thefcs.org/event/one-on-one-talk-with-renee-brown-svp-marketing-at-optumcare) - FCS Charlotte is excited to present a unique luncheon event, featuring a one-on-one interview with veteran financial marketer Renee Brown, who joined OptumCare (division of UnitedHealthcare) in December 2018 as its Senior Vice President of Marketing. In addition to her storied career at TIAA, Wells Fargo and Wachovia, Renee has a historic connection to the
- ["Millennial Investing and Financial Wealth"](https://thefcs.org/event/millennial-investing-and-financial-wealth) - FCS Boston will focus on fresh research about marketing to millennials for its last event of 2019. Joetta Gobell, Vice President, Research and Insights at Dotdash, will present Millennial Investing Insights, followed by a panel discussion with industry executives on the challenges, opportunities, and best practices for marketing to millennials. Millennials now make up the largest
- [FCS Race for Kids 2020: Marketing Summit & Charity Ski Weekend](https://thefcs.org/event/fcs-race-for-kids-2020-marketing-summit-charity-ski-weekend) - We are excited to host the 21st Annual FCS Race for Kids at the luxurious Stowe Mountain Resort. This legendary event brings together each component of the FCS mission: Community, Education, Philanthropy. COMMUNITY: Race for Kids is a family-friendly event, where guests experience unparalleled personal and professional networking with industry colleagues. Spending time together skiing
- [FCS YMC TALKS: "The Next Gen Investor"](https://thefcs.org/event/fcs-ymc-talks-the-next-gen-investor) - FCS YMC will host its last event of 2019 at Seeking Alpha, a moderated panel discussion on "The Next Gen Investor." As financial marketers, we are all innately aware of the greatest wealth transfer in the history of humankind. It has been estimated that Millennials stand to inherit $30 trillion from their predecessors, a phenomenon
- ["Brand Purpose in Financial Marketing"](https://thefcs.org/event/brand-purpose-in-financial-marketing) - "Brand Purpose in Financial Marketing" will be the topic when FCS Chicago partners with McGuffin Creative Group to stage an after-work 'cocktails with content' reception at the agency's offices. Join us for a panel discussion with senior financial marketers talking about how their brands are repositioning their corporate messaging to focus on more than just
- [Jennifer Breithaupt, Global Consumer CMO, Citi, at FCS New York CMO Luncheon Series](https://thefcs.org/event/jennifer-breithaupt-global-consumer-cmo-citi-at-fcs-new-york-cmo-luncheon-series) - FCS New York is proud to welcome Jennifer Breithaupt, Global Consumer CMO, Citi, as the guest speaker at our monthly CMO Luncheon series on Tuesday, November 12. This event will be held at The University Club. Citi’s Global Consumer Bank (GCB), a global digital banking leader in credit cards, wealth management and commercial banking, serves
- [14th Annual FCS Marketer of the Year Award Gala](https://thefcs.org/event/14th-annual-fcs-marketer-of-the-year-award-gala) - To celebrate the 14th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner on Thursday, November 21st at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2019 FMY Award winner and the top two runners
- [SOLD OUT “Brand Purpose in Financial Marketing"](https://thefcs.org/event/sold-out-brand-purpose-in-financial-marketing) - THIS EVENT IS SOLD OUT. On March 10, the FCS will present “Brand Purpose in Financial Marketing,” hosted by The New York Times, our exclusive programming partner for this exciting breakfast event. Featuring a panel discussion with senior marketers from leading financial brands, we’ll stage a highly interactive conversation about how corporations are shifting the
- [SOLD OUT: "Financial Marketing 2020: Digital Strategies Take the Lead"](https://thefcs.org/event/sold-out-financial-marketing-2020-digital-strategies-take-the-lead) - THIS EVENT IS SOLD OUT. The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Financial Marketing 2020: Digital Strategies Take the Lead." Frank Dudley will present current insights from Brand New Media’s annual research along with distilled recommendations by which to prioritize digital marketing investment
- [SOLD OUT: Digital Marketing of Financial Services 2020](https://thefcs.org/event/sold-out-digital-marketing-of-financial-services-2020) - THIS EVENT IS SOLD OUT. The FCS is delighted to partner with Northwestern University and Brand New Media to present a special Education Summit: "Digital Marketing of Financial Services 2020." Hosted at Bloomberg's NYC headquarters, this is a FREE EVENT for FCS Members. Registration is required. Please contact FCS Admin Coordinator Vanessa Sandri at vanessa@thefcs.org
- [FCS Charity Billiards Night in New York](https://thefcs.org/event/fcs-charity-billiards-night-in-new-york) - FCS NYC is excited to host the inaugural FCS Charity Billiards Night (aka 'Shark Night'). Join us in Greenwich Village for a fun evening of pool, ping pong, darts and unparalleled industry networking. Don't worry about your skill level, the house pros will be on site coaching you through your break, best combination play or, dare
- [SOLD OUT "What High-Net-Worth Investors Want from Their Advisers"](https://thefcs.org/event/sold-out-what-high-net-worth-investors-want-from-their-advisers) - THIS EVENT IS SOLD OUT. FCS New York is delighted to again partner with CFA Institute on a summer breakfast event focused on an important topic for marketers: "What High-Net-Worth Investors Want from Their Advisers." High-net-worth individuals have complex wealth management needs, and they're not afraid to consider a new wealth manager when their needs
- ["Managing Your Greatest Asset -- Your Brand Reputation"](https://thefcs.org/event/managing-your-greatest-asset-your-brand-reputation) - The FCS is delighted to partner with Lansons Intermarket to present a powerful breakfast discussion on the importance of Reputation Management. The breakfast will feature a panel of senior marketers who will address the major concerns facing global brands in financial services, including proactive strategies to be deployed against the ever-evolving digital and social landscape.
- [FCS YMC Summer Fiesta](https://thefcs.org/event/fcs-ymc-summer-fiesta) - The FCS Young Members Circle celebrates the summer of 2019 with an evening of cocktails, hors d’oeuvres and networking, in Soho's hottest Mexican restaurant/tequila bar Casa Bocado (341 Broome Street, near the corner of Bowery). Join us for the fun, bring your friends, and meet new ones. This event is exclusive to YMC members and
- [SOLD OUT: FCS CMO EXCHANGE Talk Series, Vol. 3](https://thefcs.org/event/sold-out-fcs-cmo-exchange-talk-series-vol-3) - THIS EVENT IS SOLD OUT. Andrea Brimmer, Ally Financial, Russell Findlay, Hiscox, and Jennifer Grazel, RBC Capital Markets to headline our Members-Only Talk series on July 31st. Back in June of 2016, the FCS launched a Talk Series called "The Exchange," which features senior marketers sharing their personal perspectives on topics that they believe have
- [SOLD OUT: "Bank Innovation vs. Fintech"](https://thefcs.org/event/sold-out-bank-innovation-vs-fintech) - THIS EVENT IS SOLD-OUT. FCS Charlotte continues its compelling luncheon series with a panel discussion on "Bank Innovation vs. Fintech... and what it means to marketers." The event will open with a presentation by John Tuders, Director of Innovation at Grant Thornton and Adjunct Professor of Innovation at University of North Carolina at Charlotte (UNCC).
- [SOLD OUT: Meredith Verdone, Chief Marketing Officer, Bank of America, at FCS New York CMO Luncheon Series](https://thefcs.org/event/sold-out-meredith-verdone-chief-marketing-officer-bank-of-america-at-fcs-new-york-cmo-luncheon-series) - THIS EVENT IS SOLD OUT. FCS New York is proud to welcome Meredith Verdone, Chief Marketing Officer of Bank of America, to the New York Yacht Club as the guest speaker at our monthly CMO Luncheon series on Thursday, July 18. A longstanding supporter of the FCS, Meredith was an early participant in the evolution
- [Patrick McLean, EVP, Chief Marketing Officer, TD Bank, at FCS New York CMO Luncheon Series](https://thefcs.org/event/patrick-mclean-evp-chief-marketing-officer-td-bank-at-fcs-new-york-cmo-luncheon-series) - FCS New York is proud to welcome Patrick McLean, EVP, Chief Marketing Officer for TD Bank, back to the New York Yacht Club as the guest speaker at our monthly CMO Luncheon series on Wednesday, May 22. Since his last appearance in New York, Pat also served on a CMO panel for an FCS Philadelphia
- [Emily Pachuta, Chief Marketing & Analytics Officer, Invesco, at FCS New York CMO Luncheon Series](https://thefcs.org/event/emily-pachuta-chief-marketing-analytics-officer-invesco-at-fcs-new-york-cmo-luncheon-series) - NEW DATE... FCS New York is proud to welcome Emily Pachuta, Chief Marketing & Analytics Officer for Invesco, as the guest speaker at our monthly CMO Luncheon series on Thursday, June 6. Invesco is an independent investment management firm, managing more than $954.8 billion in assets on behalf of clients worldwide (as of March 31,
- [20th Anniversary FCS Charity Golf Tournament](https://thefcs.org/event/20th-anniversary-fcs-charity-golf-tournament) - Join us at the Wykagyl Country Club for the 20th Anniversary FCS Charity Golf Tournament. The FCS is excited to offer a great day of golf with contests, prizes and great camaraderie. 10:30am REGISTRATION, BREAKFAST, DRIVING RANGE 11:30am PUTTING CONTEST 12:00pm SHOTGUN START Scramble tournament immediately followed by COCKTAIL RECEPTION, DINNER, PRIZES. 19th HOLE SHOOTOUT
- [Barbara Goose, Chief Marketing Officer, John Hancock, at FCS New York CMO Luncheon Series](https://thefcs.org/event/barbara-goose-chief-marketing-officer-john-hancock-at-fcs-new-york-cmo-luncheon-series) - NEW DATE: FCS New York is proud to welcome Barbara Goose, Chief Marketing Officer for John Hancock, as the guest speaker at our monthly CMO Luncheon series on Tuesday, Sept. 17. John Hancock, the U.S. division of Toronto-based Manulife, supports approximately 10 million Americans with a broad range of financial products, including insurance, planning and
- [SOLD OUT "Financial Services Ad Agency Round-Up"](https://thefcs.org/event/sold-out-financial-services-ad-agency-round-up) - THIS EVENT IS SOLD OUT. FCS Central springs into its 2019 season with a highly anticipated “Financial Services Ad Agency Round Up” luncheon on Wednesday, May 15. The event brings together senior executives from media agencies who represent and specialize in financial services. The peer-to-peer roundtable discussion will feature compelling case studies and success stories,
- [SOLD OUT: Dustin Cohn, Head, Brand Marketing for Consumer & Investment Management, Marcus by Goldman Sachs, at FCS New York CMO Luncheon Series](https://thefcs.org/event/sold-out-dustin-cohn-head-brand-marketing-for-consumer-investment-management-marcus-by-goldman-sachs-at-fcs-new-york-cmo-luncheon-series) - THIS EVENT IS SOLD OUT. FCS New York is proud to welcome Dustin Cohn, Managing Director, head of brand marketing for the Consumer and Investment Management Division of Goldman Sachs, including Marcus by Goldman Sachs®, as the guest speaker at our monthly CMO Luncheon series on Thursday, August 15. Launched in 2016, Marcus by Goldman
- [SOLD OUT: FCS Education Summit "Creative Excellence Takes Center Stage"](https://thefcs.org/event/sold-out-fcs-education-summit-creative-excellence-takes-center-stage) - THIS EVENT IS SOLD OUT. Our Spring Education Summit will be dedicated to showcasing select winners from this year's FCS Portfolio Awards. SEE REVISED AGENDA BELOW. 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
- ["Scaling Editorial Content Solutions"](https://thefcs.org/event/scaling-editorial-content-solutions) - FCS New York is delighted to partner with Reuters to stage a unique breakfast presentation about a unique financial marketing case study: Bank of America's successful content campaign from the World Economic Forum 2019. When you're a global player and the stage is Davos, Switzerland, where the world's leaders in government, industry and culture gather
- ["The Evolving Role of Financial Advisors"](https://thefcs.org/event/the-evolving-role-of-financial-advisors) - FCS Boston takes a look at "The Evolving Role of Financial Advisors" over breakfast, hosted by Citizens Bank Wealth Management. With the emergence of AI-driven wealth solutions, financial advisors must increasingly demonstrate value to clients beyond asset allocation. Through deeper discovery, advisors can change the narrative around financial planning and help clients adopt a more
- [SOLD OUT: Niharika Shah, Prudential's Head of Brand Marketing, Advertising and Global Insights, at FCS New York CMO Luncheon Series](https://thefcs.org/event/sold-out-niharika-shah-prudentials-head-of-brand-marketing-advertising-and-global-insights-at-fcs-new-york-cmo-luncheon-series) - THIS EVENT IS SOLD OUT. FCS New York is proud to welcome Niharika Shah, Vice President, Head of Brand Marketing, Advertising and Global Insights, at Prudential Financial, as the guest speaker at our monthly CMO Luncheon series on Thursday, April 11. A veteran presenter at FCS events, including FCS Race for Kids and the FCS
- [SOLD OUT "How Financial Marketers Get Content Right"](https://thefcs.org/event/sold-out-how-financial-marketers-get-content-right) - THIS EVENT IS SOLD OUT. The FCS makes a triumphant return to Philadelphia with a breakfast event on "Content Marketing," hosted by our sponsor, The Inquirer. For the past few years, marketers have responded to the demand for Content Creation as a tool to increase engagement with their audiences. But ever since digital solutions opened
- [SOLD OUT "Marketing Personalization"](https://thefcs.org/event/sold-out-marketing-personalization) - THIS EVENT IS SOLD OUT. FCS Charlotte will stage its first event of 2019 on March 19th with a luncheon on "Marketing Personalization." The event will open with a presentation by Jeff Turner, the head of RED Team at the Washington Post. Jeff's team builds personalization tools and testing for the Post and develops white
- [“Is Your Financial Brand Relatable?”](https://thefcs.org/event/is-your-financial-brand-relatable) - The FCS is excited to partner with brand consultancy BrandCap to address the importance of Brand Relatabilty over a breakfast presentation and panel discussion. BrandCap recently completed a study among 1,000 consumers, age 18-36, analyzing how well they connect to insurgent vs. incumbent financial services brands. Relatability correlates directly to consideration and trust, and BrandCap’s
- [SOLD OUT "Activating Clients in the Digital World"](https://thefcs.org/event/sold-out-activating-clients-in-the-digital-world) - THIS EVENT IS SOLD OUT. The FCS is proud to partner with EY to bring "Activating Clients in the Digital World" as the topic of our April breakfast. The event will open with a presentation by EY's Amy Summy, Principal, Marketing Transformation, who will then moderate a panel discussion on how to engage clients with
- ["Winning over Women in Financial Services"](https://thefcs.org/event/winning-over-women-in-financial-services) - FCS Boston will stage a breakfast on "Winning over Women in Financial Services," featuring a research presentation and a panel discussion. While the topic of women’s equality in both society-at-large and the workplace continues to dominate the media, many companies are still not making meaningful connections with women as consumers. Join our panel of high
- [SOLD OUT "Personalize or Perish"](https://thefcs.org/event/sold-out-personalize-or-perish) - THIS EVENT IS SOLD OUT. The first breakfast of 2019 for FCS NYC will focus on personalization, a topic commanding the interest and concerns of financial marketers eager to narrowcast their messages while managing privacy issues. "Personalize or Perish" is brought to us by Idio, whose Chief Strategy Officer Kevin Li will serve as moderator
- [FCS YMC TALKS: "The Data Debate"](https://thefcs.org/event/fcs-ymc-talks-the-data-debate) - FCS YMC kicks off 2019 with a first-time YMC Talks event at The New York Times, and the focus will be "The Data Debate." 2018 was a year of data hacks, breaches and scandals, but more importantly, it was the year consumers became aware that their data is collected, and perhaps distributed, more often than
- [SOLD OUT 25th Anniversary FCS Portfolio Awards Gala](https://thefcs.org/event/sold-out-25th-anniversary-fcs-portfolio-awards-gala) - THIS EVENT IS SOLD OUT! The 25th Anniversary FCS Portfolio Awards Gala Dinner & After Party will be held at the amazing Ziegfeld Ballroom in New York City. Our legendary event returns to a famed landmark. To learn more about the Awards and the Gala, please visit our dedicated Portfolio Awards page. Branded tables ($11,500),
- ["Marketing During Generational Shifts"](https://thefcs.org/event/marketing-during-generational-shifts) - FCS West concludes its fall breakfast series in San Francisco entitled “Transformative Marketing 2020.” The two monthly events tackled different aspects of the rapidly changing marketing landscape, looking at Content Marketing Trend, and Generational Trends impacting financial marketing specifically. Exploring these diverse topics as we look to the coming year, we will hear from marketing,
- ["Transformative Content Marketing Trends"](https://thefcs.org/event/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,
- ["Banking in a Cashless Society"](https://thefcs.org/event/banking-in-a-cashless-society) - FCS San Francisco's 4th of 7 planned breakfasts in 2019 will address "Banking in a Cashless Society." Ever since the introduction of the general-purpose credit card in the 1950s, the United States has been slowly moving toward a cashless society. In 2016, credit-card transactions eclipsed cash transactions globally, with the trend becoming more prevalent as
- ["ESG: Passing Fad or the Future of Investing?"](https://thefcs.org/event/esg-passing-fad-or-the-future-of-investing) - FCS San Francisco's 3rd of 7 planned breakfasts in 2019 will address "ESG: Passing Fad or the Future of Investing?" Environmental, Social, and Governance (ESG) investing has taken the financial world by storm in recent years. Also known as socially responsible investing (SRI) or, more simply, sustainable investing, assets in the category now account for
- ["Blockchain & Crypto: How Do I Market This?"](https://thefcs.org/event/blockchain-crypto-how-do-i-market-this) - FCS San Francisco's 2nd of 7 planned breakfasts in 2019 will address "Blockchain & Crypto: How Do I Market This?" We’ll begin with a brief explainer to help you understand: What is it? Why should I care about it? And then our panel will dive into the finer points of how to explain it to your
- ["What Does Brand Safety and Suitability Mean for Your Brand?"](https://thefcs.org/event/what-does-brand-safety-and-suitability-mean-for-your-brand) - FCS San Francisco opens its 2019 breakfast series with a panel discussion on "What Does Brand Safety and Suitability Mean for Your Brand?" With the ever-changing media landscape, how do marketers ensure their brand is aligned with appropriate and relevant content? In light of the continuing importance of automation and broad platform buying, whether programmatic
- [SOLD OUT: 4th Annual FCS Rangers Night](https://thefcs.org/event/sold-out-4th-annual-fcs-rangers-night) - THIS EVENT IS SOLD OUT! THANK YOU! Join us in a private suite for a great night of hockey and camaraderie as the New York Rangers take on the Los Angeles Kings. This is our fourth year hosting this event, and it will be another sure-fire winner. Seating is strictly limited, with preference going to
- ["Millennials with Money" Research & Panel Luncheon](https://thefcs.org/event/millennials-with-money-research-panel-luncheon) - We open 2019 in New York with a research-driven luncheon on "Millennials with Money." Edelman, our content partner for this event, will present their new research on the topic. As a follow-up to Edelman's deep-dive study in 2016 on this generation’s relationship with money and financial services, the new study revisits these dynamics now that Millennials
- [Dipti Kachru, CMO, Chase Wealth at FCS New York CMO Luncheon Series](https://thefcs.org/event/dipti-kachru-cmo-chase-wealth-at-fcs-new-york-cmo-luncheon-series) - FCS New York concludes 2018 with our final CMO luncheon of the year with guest speaker Dipti Kachru, CMO, Wealth Management and Affluent Segment, for Chase. The theme of her presentation will be "The Evolving Role of the Marketer -- My Lessons from 2018.” With nearly 4 million clients, the Chase Wealth Management division offers
- [FCS YMC TALKS: "Navigating Your Career"](https://thefcs.org/event/fcs-ymc-talks-navigating-your-career) - FCS YMC will stage its final event of the year at Seeking Alpha with a panel discussion on "Navigating Your Career in an Ever-Evolving Industry." The rise of FinTech, changing investor demographics and growing number of mergers and acquisitions present many opportunities for career advancements and development. In an industry that’s ripe with change, how
- ["The Voice Revolution: The Next Wave of Opportunity"](https://thefcs.org/event/the-voice-revolution-the-next-wave-of-opportunity) - FCS Charlotte tackles "The Voice Revolution" in this month's luncheon featuring a great line-up of speakers. We'll talk about the next wave of opportunity created by audio marketing, empowered by AI technology, and embraced by consumers more and more each day. From how to best harness search to how to navigate the complexity of AI
- [FCS NYC Holiday Spectacular "Silver & Gold"](https://thefcs.org/event/fcs-nyc-holiday-spectacular-silver-gold) - Come celebrate another record year for the FCS as we toast 2018 with our "Holiday Spectacular: Silver & Gold" at The Lounge at ELMO in the heart of Chelsea. We'll have a private room, open bar, hors d'oeuvres and a fantastic time. Here's what the media say about Elmo: "Swanky, trendy décor and American ‘comfort’
- [Jason Hill, Goldman Sachs' Vice President, Brand & Content, at FCS New York CMO Luncheon Series](https://thefcs.org/event/jason-hill-goldman-sachs-vice-president-brand-content-at-fcs-new-york-cmo-luncheon-series) - FCS New York is proud to welcome Jason Hill, Vice President, Brand & Content, at Goldman Sachs, as the guest speaker at our monthly CMO Luncheon series on Wednesday, November 14. A veteran presenter and panelist at FCS events, Jason will make his luncheon debut to discuss Goldman Sachs’ approach to marketing philanthropic programs and
- ["Consumer Centricity"](https://thefcs.org/event/consumer-centricity) - The FCS returns to The New York Times on November 7th for a moderated panel discussion on "Consumer Centricity." All previous breakfast events held at the Times have sold-out, and this event is expected to as well. The topic will focus on how financial services companies are navigating the challenges of consumer centricity. In the
- [SOLD OUT:  Marty Willis, Nuveen at FCS Chicago CMO Spotlight Luncheon](https://thefcs.org/event/sold-out-marty-willis-nuveen-at-fcs-chicago-cmo-spotlight-luncheon) - THIS EVENT IS SOLD OUT. FCS Chicago will stage a CMO Spotlight luncheon with Marty Willis, Chief Marketing Officer of Nuveen, the asset management unit of TIAA, on Tuesday, November 13. TIAA is one of the oldest names in the retirement industry, founded by industrialist Andrew Carnegie in 1918. In January 2017, TIAA renamed its
- ["Benchmarking Brand & Digital Intelligence of Asset Managers"](https://thefcs.org/event/benchmarking-brand-digital-intelligence-of-asset-managers) - The FCS welcomes Living Group for a second annual presentation of their proprietary Living Ratings, a benchmarking report on the brand and digital intelligence of the Global 100 Asset Managers. Living's CEO Kate Shaw will be on hand to reveal the rankings of the Top 10, as the report will be launched globally in conjunction with
- [7th Annual FCS Charity Libations Tasting](https://thefcs.org/event/7th-annual-fcs-charity-libations-tasting) - FCS New York is excited to stage the 7th Annual Charity Libations Tastings. Join us for a three-hour tour de force soiree as we make a triumphant return to Terroir Tribeca for delicious hors d’oeuvres and multi-libation toasts. The special business content component of this year's event will be a one-on-one interview with Maureen Duff,
- ["Marketing Financial Technology to Investors"](https://thefcs.org/event/marketing-financial-technology-to-investors) - FCS Chicago will host a luncheon on "Marketing Financial Technology to Investors" at the Union League Club. Our panel of experts will discuss the importance of the latest technology tools to investors. From a marketing perspective, they'll discuss how various tech tools make a difference in lead generation, client engagement, and client loyalty. The topic
- [20th Anniversary FCS RACE FOR KIDS Marketing Summit & Charity Ski Weekend](https://thefcs.org/event/20th-anniversary-fcs-race-for-kids-marketing-summit-charity-ski-weekend) - We are proud to host our 20th Anniversary FCS Race for Kids at the luxurious Lodge at Spruce Peak (formerly known as Stowe Mountain Resort). Our biggest charity fundraiser of the year, Race for Kids supports: Hope & Heroes Columbia University Medical Center Downey Side Adoption Agency Make-A-Wish Foundation of Vermont In addition to the
- [13th Annual FCS Marketer of the Year Award Gala, celebrating E*TRADE](https://thefcs.org/event/13th-annual-fcs-marketer-of-the-year-award-gala-celebrating-etrade) - To celebrate the 13th annual presentation of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner on Thursday, November 29th at The New York Yacht Club in midtown Manhattan. This event will pay tribute to the 2018 FMY Award winner E*TRADE Financial; Chief Marketing Officer
- ["Evaluating Content Marketing Campaigns"](https://thefcs.org/event/evaluating-content-marketing-campaigns) - FCS Denver will stage an evening of cocktails, sharing ideas, and networking at our panel event exploring Content Marketing campaigns and their successful execution and evaluation. We’ll explore topics and answer questions about content from what to care about after launch to how to measure and evaluate success. Some of the questions we’ll tackle include:
- ["Blockchain in Marketing: Imminent Promise, Real Challenges"](https://thefcs.org/event/blockchain-in-marketing-imminent-promise-real-challenges) - FCS Chicago will stage a Cocktails with Content reception on "Blockchain in Marketing: Imminent Promise, Real Challenges." We'll be hosted at the offices of McGuffin Creative Group. Blockchain technology has been rightly heralded as a generational shift in technology. At the same time, clear explanations are few and a discussion of the real-world communications and
- ["Change Management: Best Practices for Communicating Significant Changes"](https://thefcs.org/event/change-management-best-practices-for-communicating-significant-changes) - On October 9th, FCS Milwaukee will stage its second breakfast of 2018. The topic will be "Change Management: Best Practices for Communicating Significant Changes to Internal and External Stakeholders." Whether a merger or acquisition, leadership change, or reorganization, how financial services firms communicate major changes to internal and external stakeholders can have major implications—good or
- ["The Next Generation of Investor Trust"](https://thefcs.org/event/the-next-generation-of-investor-trust) - FCS San Francisco will partner with CFA Institute for a breakfast presentation and panel discussion on "The Next Generation of Trust." CFA Institute recently conducted a global survey on the state of investor trust, examining changes in investor expectations around the world and how a new generation of investors and new investment tools are affecting
- [Jennifer Halloran, MassMutual's head of Brand & Advertising, at FCS New York CMO Luncheon Series](https://thefcs.org/event/jennifer-halloran-massmutuals-head-of-brand-advertising-at-fcs-new-york-cmo-luncheon-series) - FCS New York is delighted to continue our highly successful CMO luncheon series with guest speaker Jennifer Halloran, Head of Brand, Advertising, Community Responsibility and Customer Acquisition programs for MassMutual. The theme of her presentation will be "“Activating your brand – using moment-led strategies to surround your audience and make the message relevant.” With 9,500
- [FCS YMC New York Summer Social 2018](https://thefcs.org/event/fcs-ymc-new-york-summer-social-2018) - The FCS Young Members Circle celebrates the summer of 2018 with an evening of cocktails, hors d’oeuvres and networking, at the rooftop bar at 230 Fifth. Join us for the fun, bring your friends, and meet new ones.
- ["Fintech and Traditional Finance: Lessons for Better Collaboration"](https://thefcs.org/event/fintech-and-traditional-finance-lessons-for-better-collaboration) - FCS West will stage its first-ever event in San Mateo when we venture to the offices of Franklin Templeton for a Cocktails with Content reception on "Fintech and Traditional Finance: Lessons for Better Collaboration." According to the World FinTech Report 2018, more than 75 percent of fintech executives surveyed said their primary business objective is
- ["The Rise of Responsible Investing"](https://thefcs.org/event/the-rise-of-responsible-investing) - FCS Boston, in partnership with Eaton Vance, will stage a breakfast panel discussion around "The Rise of Responsible Investing." ESG assets have continued to rise over the past few years, as asset managers and investors alike have sought higher returns by seeking socially responsible opportunities in the marketplace. The concept of impact investing is driving
- ["Crypto: The Most Exciting Alternative Asset"](https://thefcs.org/event/crypto-the-most-exciting-alternative-asset) - The FCS New York is proud to partner with CoinDesk as our exclusive programming sponsor on the creation of a very special luncheon panel discussion. On August 16th, we meet at the Harvard Club to learn about "Crypto: The Most Exciting Alternative Asset." In the beginning of the year, the FCS held a national survey,
- [SOLD OUT:  Frank Cooper III, CMO, BlackRock at FCS New York CMO Luncheon Series](https://thefcs.org/event/sold-out-frank-cooper-iii-cmo-blackrock-at-fcs-new-york-cmo-luncheon-series) - THIS EVENT IS SOLD OUT. FCS New York is excited to open our 2018/2019 fiscal year with its highly successful CMO luncheon series with guest speaker Frank Cooper III, Chief Marketing Officer of BlackRock, the world's largest asset manager. Known for its world-class capabilities, BlackRock offers a comprehensive range of products and services across asset classes,
- ["Financial Marketing Challenges & Priorities for 2019"](https://thefcs.org/event/financial-marketing-challenges-priorities-for-2019) - The FCS New York is proud to partner with SiriusDecisions as our exclusive programming sponsor on the staging of our August breakfast on "Financial Marketing Challenges & Priorities for 2019." The event will open with a presentation of the brand-new results of SiriusDecisions’ annual CMO survey. Then we'll turn to our panel of senior marketers
- [19th Annual FCS Charity Golf Tournament](https://thefcs.org/event/19th-annual-fcs-charity-golf-tournament) - Join us at the Wykagyl Country Club for the 19th Annual FCS Charity Golf Tournament. The FCS is excited to offer a great day of golf with contests, awards, raffle prizes and great camaraderie. 10:30am REGISTRATION, BREAKFAST, DRIVING RANGE 11:30am PUTTING CONTEST 12:00pm SHOTGUN START Tourney immediately followed by COCKTAIL RECEPTION, DINNER, PRIZES. 19th HOLE
- [SOLD OUT "The Next Generation of Trust"](https://thefcs.org/event/sold-out-the-next-generation-of-trust) - THIS EVENT IS SOLD OUT. FCS New York will partner with CFA Institute for a breakfast presentation and panel discussion on "The Next Generation of Trust." CFA Institute recenlty conducted a global survey on the state of investor trust, examining changes in investor expectations around the world and how a new generation of investors and
- [FCS Charity Tennis Day 2018](https://thefcs.org/event/fcs-charity-tennis-day-2018) - Hosted on the grass courts of the historic West Side Tennis Club in Forest Hills, Queens, FCS Charity Tennis Day will include something for everyone: tennis instructions, a round-robin doubles tournament, access to the Club’s facilities, awards, raffle prizes and ample opportunities for networking with colleagues. In addition, we are excited to again host a
- [SOLD OUT: Marty Willis, CMO, Nuveen at FCS New York CMO Luncheon Series](https://thefcs.org/event/sold-out-marty-willis-cmo-nuveen-at-fcs-new-york-cmo-luncheon-series) - THIS EVENT IS SOLD OUT. The CMO luncheon series hosted by FCS New York continues with Marty Willis, Chief Marketing Officer of Nuveen, the asset management unit of TIAA. TIAA is one of the oldest names in the retirement industry, founded by industrialist Andrew Carnegie in 1918. In January 2017, TIAA renamed its asset management
- [SOLD OUT "Experiential Marketing: Bringing Financial Brands to Life"](https://thefcs.org/event/sold-out-experiential-marketing-bringing-financial-brands-to-life) - THIS EVENT IS SOLD OUT FCS New York's YMC Committee will stage an after-work panel discussion on "Experiential Marketing Bringing Financial Brands to Life" on June 6 at The Washington Post. Today more than ever, financial brands need to go beyond traditional product push marketing. Investment products are commoditized, advisors are craving access and millennial
- [Peter Eliopoulos, CMO, M&T Bank and Wilmington Trust at FCS New York CMO Luncheon Series](https://thefcs.org/event/peter-eliopoulos-cmo-mt-bank-and-wilmington-trust-at-fcs-new-york-cmo-luncheon-series) - The CMO luncheon series hosted by FCS New York continues with Peter Eliopoulos, Chief Marketing Officer for M&T Bank and Wilmington Trust. Peter's presentation will focus on "One company. One culture. Two brands." M&T Bank Corporation is a regional financial services company with more than $120 billion in assets. M&T Bank provides banking, insurance, investments,
- ["Marketing Financial Services to Women"](https://thefcs.org/event/marketing-financial-services-to-women-3) - FCS Charlotte will stage its first full-blown "cocktails with content" panel discussion on June 7 at the beautiful Foundation for the Carolinas. The topic will be "Marketing Financial Services to Women" – one of the most popular topics we've covered in New York, Chicago, and most recently, Milwaukee. Our panel of experts will lead the
- ["Impact Marketing for Impact Investing"](https://thefcs.org/event/impact-marketing-for-impact-investing) - FCS Chicago will stage a luncheon panel on "Impact Marketing for Impact Investing: How Financial Communicators Are Explaining the Value of Socially Responsible Investing." Join us on Tuesday, June 19 at the Union League Club of Chicago, as our panel of marketing, sales and investing executives discuss the rise of impacting investing -- and the challenges
- ["Purposeful Content"](https://thefcs.org/event/purposeful-content) - FCS Denver will stage a panel event exploring “Purposeful Content” on June 19th at the headquarters of our host sponsor Cactus. We’ll explore topics and answer questions about content ranging from 'where to start' to 'how to measure success.' We’ll tackle questions such as: How do you determine what content is most relevant and authentic
- ["Marketing Financial Services to Women"](https://thefcs.org/event/marketing-financial-services-to-women-2) - The FCS is expanding to Milwaukee with our inaugural event set for April 23. We're staging a breakfast on "Marketing Financial Services to Women" – one of the most popular topics we've covered in New York and Chicago, and will cover in Charlotte in June. Our Milwaukee panel of experts will lead the conversation around
- [“Performance, Trust & Best Interests: Marketing to Financial Advisors”](https://thefcs.org/event/performance-trust-best-interests-marketing-to-financial-advisors) - FCS New York will stage a panel discussion at our April luncheon focused on Marketing to Financial Advisors. The event's program will open with a presentation by FUSE Research Network. Two years ago, FCS Boston addressed this topic, with FUSE Research again leading the charge. The result was a compelling and memorable conversation about the
- [CMO Spotlight: Brighthouse Financial's Matthew Quale, at FCS Chicago luncheon](https://thefcs.org/event/cmo-spotlight-brighthouse-financials-matthew-quale-at-fcs-chicago-luncheon) - FCS Chicago welcomes Brighthouse Financial's CMO Matthew Quale as our spotlight guest speaker at our luncheon on May 1. Matt will discuss the marketing strategy behind the launch of Brighthouse as it spun out of MetLife last year. Prior to the spin-off of Brighthouse, a Fortune 300 financial services company, Matt was head of U.S.
- [Artificial Intelligence in People-Centric Financial Marketing](https://thefcs.org/event/artificial-intelligence-in-people-centric-financial-marketing) - THIS EVENT IS SOLD OUT. FCS Boston tackles A.I. over a luncheon panel discussion when our experts will talk about the strategies being employed by financial marketers, as industry leaders look to balance the advances of technology with the advantages of the human touch. Artificial Intelligence (A.I.) is still in its infancy but the potential
- [FCS Denver Networking Night](https://thefcs.org/event/fcs-denver-networking-night) - FCS Denver will host a networking night at Blue Moon Brewing Company to help introduce the financial marketing community to our organization. Join the Financial Communications Society for an evening of sharing ideas and networking at a lively happy hour the evening of April 12th. This event will provide you the unique opportunity to meet
- [Ben Jankowski, SVP, Global Media, Mastercard at FCS NY Luncheon Series](https://thefcs.org/event/ben-jankowski-svp-global-media-mastercard-at-fcs-ny-luncheon-series) - THIS EVENT IS SOLD OUT. FCS New York is proud to welcome to our monthly luncheon series Ben Jankowski, Senior Vice President, Global Media of Mastercard. After 25+ years on the agency side, Ben joined Mastercard in 2010 to head up its Global Media business. Join us for an engaging and informative presentation as Ben shares with us
- [Culture-Driven Marketing Trends in 2018](https://thefcs.org/event/culture-driven-marketing-trends-in-2018) - FCS San Francisco will stage a breakfast panel discussion around the rise of culture-driven marketing. As we've seen an increase in the editorial focus on corporate culture, financial brands are carefully activating communications strategies to better tell their stories both internally and externally. A marketing consideration has evolved around how to conduct business that does
- ["Digital Advertising Delivered: Transactional, Transparent, Transformative"](https://thefcs.org/event/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
- ["Disruptive ETFs Demand Differentiated Marketing"](https://thefcs.org/event/disruptive-etfs-demand-differentiated-marketing) - FCS Chicago takes a look at the splash ETFs are making in the marketplace -- and what that means for marketers. With inflows at record levels and still on the rise, ETFs are here to stay. With new ETFs being launched every day, financial brands need to be cutting-edge with their marketing strategies in order
- [SOLD OUT "Women: Investors, Savers, Consumers, Coveted Relationships"](https://thefcs.org/event/sold-out-women-investors-savers-consumers-coveted-relationships) - 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,
- [SOLD OUT: "Personalization & Customer Experience in the Age of Digital Marketing"](https://thefcs.org/event/sold-out-personalization-customer-experience-in-the-age-of-digital-marketing) - THIS EVENT IS SOLD OUT. CME Group will host the first "Cocktails with Content" of 2018 for FCS New York on March 22nd at their Financial District offices, located in Battery Park City with extraordinary views. The panel discussion will focus on the evolution of financial marketing -- everything that is being revolutionized by technology.
- [3rd Annual FCS Rangers Night [SOLD OUT]](https://thefcs.org/event/3rd-annual-fcs-rangers-night-sold-out) - THIS EVENT IS NOW SOLD OUT. Join us in a private suite for a great night of hockey and camaraderie as the New York Rangers take on the Carolina Hurricanes. This is our third year hosting this event, and it will be another surefire winner. Seating is strictly limited, with preference going to Sponsors. Here
- [FCS Mardi Gras 2018](https://thefcs.org/event/fcs-mardi-gras-2018) - Celebrate Mardi Gras FCS-style, in a fabulous cocktail lounge in the Flatiron District. Come make new friends, conspire with old ones, and toast the night away. Join us at the elegant and fun, intimate and surprising Doux Supper Club. Open bar & hors d’oeuvres will be served. And perhaps some entertainment. Special sponsorship packages are
- ["The Future of Finance"](https://thefcs.org/event/the-future-of-finance) - FCS SF will stage a breakfast panel discussion on crypto-currencies and other emerging trends in finance, primarily driven by technology. We'll look at how traditional financial institutions are adapting to these trends -- or whether they're ignoring them. We'll gauge the impact of these business strategies on the supporting marketing strategies. Our panel of experts
- ["Identifying the Financial Audience by Mindset"](https://thefcs.org/event/identifying-the-financial-audience-by-mindset) - FCS SF begins is 2018 breakfast series with a discussion on "Identifying the Financial Audience by Mindset." Our panel of marketing experts will delve into various questions around the importance of segmentation in today's data-driven marketplace: How do you segment your audience for financial services? How do you balance or integrate psychographics and demographics? How
- ["Focus on Philanthropy"](https://thefcs.org/event/focus-on-philanthropy) - FCS SF is thrilled to be kicking off our 2018 events with our first-ever celebration of Philanthropy. Join us for a "Cocktails with Content" reception where we'll hear from our panelists to learn about their philanthropic programs and what our industry partners do to support such programs. We’ll also be making our annual donation to
- ["Mission Critical: Creativity in Corp Comms"](https://thefcs.org/event/mission-critical-creativity-in-corp-comms) - FCS New York welcomes MerchantCantos as an exclusive programming partner for a breakfast event focused on the changing face of Corporate Communications. The panel is entitled "Mission Critical: Creativity in Corp Comms" in recognition that creativity and communications are not mutually exclusive. The panel, to be moderated by MerchantCantos Chairman Matt Shepherd-Smith, will feature corpcomms
- [SOLD OUT: 24th Annual FCS Portfolio Awards Gala](https://thefcs.org/event/sold-out-24th-annual-fcs-portfolio-awards-gala) - THIS EVENT IS SOLD OUT. The 24th Annual FCS Portfolio Awards Gala Dinner & After Party will be held at the recently renovated Ziegfeld Ballroom in New York City. Our legendary event meets a famed landmark. To learn more about the Awards and the Gala, please visit our dedicated Portfolio Awards page. FINALISTS should contact
- ["Measuring the Mobile-First Mindset"](https://thefcs.org/event/measuring-the-mobile-first-mindset) - FCS New York opens 2018 with a research-driven breakfast discussion on "Measuring the Mobile-First Mindset." The event's Presenting Sponsor Flipboard has partnered with Kantar Millward Brown to study the unique mindset across the leading mobile-first platforms and will share the results of this landmark study. The presentation by Kantar Millward Brown will be followed by
- ["Branded Content: Mastering Storytelling, Distribution & Measurement"](https://thefcs.org/event/branded-content-mastering-storytelling-distribution-measurement) - FCS Charlotte opens its 2018 luncheon series with a focus on Branded Content. Our panel of experts will delve into the integrated roles of "Storytelling, Distribution, and Measurement." Join us for a compelling opportunity to learn from senior marketers at leading financial brands during a wonderful luncheon at the sleek Foundation for the Carolinas. The
- [19th Annual FCS Race for Kids Marketing Summit & Charity Fundraiser](https://thefcs.org/event/19th-annual-fcs-race-for-kids-marketing-summit-charity-fundraiser) - REGISTER TODAY at www.fcsraceforkids.org. (Sponsors should contact kevin@thefcs.org for special instructions for registering your guests.) The highlight of our 19th Annual FCS Race for Kids (RFK) event will be the three days of Fireside Forums, featuring presenters and panel discussions on the topic of "Brands for Impact." Following on the conversation started last March at
- ["Seeking Transparency in the Digital World"](https://thefcs.org/event/seeking-transparency-in-the-digital-world) - FCS Charlotte evokes the most topical if not critical of issues -- "Transparency" -- in its final event of 2017, in a return engagement at the Foundation For The Carolinas. Join us for a compelling luncheon discussion featuring a panel of marketing experts and a keynote from a start-up founder who will deliver an entirely
- [YMC TALKS: FinTech Disruptors](https://thefcs.org/event/ymc-talks-fintech-disruptors) - YMC NYC partners with Seeking Alpha to present a disruptive panel discussion during a fun cocktail reception! If you're 35 or under, you're invited to join the FCS Young Members Circle for a "YMC TALKS" event hosted at Seeking Alpha, featuring a panel discussion on "FinTech Disruptors." More and more, FinTech is coming to represent
- ["Measuring & Evaluating Content Marketing Campaigns"](https://thefcs.org/event/measuring-evaluating-content-marketing-campaigns) - FCS San Francisco continues its breakfast series, focused on Content Marketing. In November, our panel will discuss Measurement and Evaluation. We see that in 2017, data has become key to the success of Content Marketing efforts, but what data matters? Join us in a conversation with content marketing experts from Wells Fargo, Knotch and Resolution
- [Jeremy Skule, Chief Marketing Officer, Nasdaq at FCS CMO Luncheon Series](https://thefcs.org/event/jeremy-skule-chief-marketing-officer-nasdaq-at-fcs-cmo-luncheon-series) - Jeremy Skule, Chief Marketing Officer for Nasdaq, returns to the FCS New York stage for the first time since October of 2014. Much has changed in capital markets since then -- including significant growth and transformation for Nasdaq itself. Join us for lunch with the CMO who knows every CMO listed on Nasdaq! (Just think
- [Andrea (Riley) Brimmer, Chief Marketing & Public Relations Officer, Ally Financial at FCS CMO Luncheon Series](https://thefcs.org/event/andrea-riley-brimmer-chief-marketing-public-relations-officer-ally-financial-at-fcs-cmo-luncheon-series) - Andrea (Riley) Brimmer, Chief Marketing and Public Relations Officer for Ally Financial, makes a triumphant return to the FCS New York stage, two years after her inaugural presentation... and one month after being honored as the 2017 FCS Financial Marketer of the Year! Andrea has helped us launch FCS chapters in Charlotte (2015) and Philadelphia
- [Jill Kremins, CMO, BNY Mellon Wealth Management at FCS CMO Luncheon Series](https://thefcs.org/event/jill-kremins-cmo-bny-mellon-wealth-management-at-fcs-cmo-luncheon-series) - Jill Kremins, Chief Marketing Officer, BNY Mellon Wealth Management, will join us for a luncheon presentation to discuss the marketing strategy behind the top U.S. private bank.* Her presentation is entitled, “Finding the White Space." We delighted to welcome Jill to the FCS New York stage as she is headquartered in Boston. Sponsorships are available
- [FCS 50th Anniversary Party](https://thefcs.org/event/fcs-50th-anniversary-party) - The FCS is proud to celebrate our 50th Anniversary* by partnering with Oath to throw a fantastic cocktail reception -- celebrating our Stars: the talented presenters and panelists from across the country who have graced the stage at our events since 2013. Our client-side speakers will be our invited guests to this party in tribute
- ["Drive or Ride? Elevating Marketing from Sales Support to Strategic Partner"](https://thefcs.org/event/drive-or-ride-elevating-marketing-from-sales-support-to-strategic-partner) - FCS Philly will stage its third event in our successful breakfast series, bringing senior marketing leaders to the stage. The topic on November 1st will be Drive or Ride? Elevating Marketing from Sales Support to Strategic Partner. Research shows that the strength of a financial brand is one of the top considerations in the buying
- [Matthew Quale, CMO, Brighthouse Financial at FCS CMO Luncheon Series](https://thefcs.org/event/matthew-quale-cmo-brighthouse-financial-at-fcs-cmo-luncheon-series) - Matthew Quale, Chief Marketing Officer, Brighthouse Financial, will join us for a luncheon presentation to discuss the marketing strategy behind the launch of Brighthouse as it spun out of MetLife this year. Matt made his FCS debut in August in his home base of Charlotte, where he participated in a panel discussion on "Humanizing Financial
- [12th Annual FCS Financial Marketer of the Year Gala & Holiday Party](https://thefcs.org/event/12th-annual-fcs-financial-marketer-of-the-year-gala-holiday-party) - Ally Financial and Andrea Riley have been named 2017 FCS Financial Marketer of the Year. To read more about the Award, please go to our dedicated Award page. FULL PRESS RELEASE For information of the Awards gala, read below: To celebrate the 12th annual installment of the prestigious FCS Financial Marketer of the Year award,
- ["Marketing Financial Services to Women"](https://thefcs.org/event/marketing-financial-services-to-women) - FCS Chicago focuses on marketing to women for our final luncheon topic for 2017. Join us for a timely and important conversation. Since 2014, the FCS has hosted events addressing the theme of “Marketing Financial Services to Women.” This will be the first time we'll stage this topic in Chicago -- a topic that transcends
- ["Benchmarking Digital & Social for Financial"](https://thefcs.org/event/benchmarking-digital-social-for-financial) - The FCS welcomes the Living Group for a research presentation and panel discussion on evidence-based insight needed to develop digital and social media communications. A global agency focused on working with banks, asset managers, wealth managers, pension providers and hedge funds, Living Group publishes annual ratings to benchmark and evaluate the digital presence and social
- [Lea Stendahl, CMO, E*TRADE Financial at FCS CMO Luncheon Series](https://thefcs.org/event/lea-stendahl-cmo-etrade-financial-at-fcs-cmo-luncheon-series) - Lea Stendahl, Chief Marketing Officer, E*TRADE Financial, will join us for a luncheon presentation to discuss the firm's iconic challenger brand and position as the original place to invest online. Earlier this year, Lea was one of our featured presenters at the 23rd Annual FCS Portfolio Awards Gala. Sponsorships are available for this lunch.
- ["Marketing to the Millennials: Myths & Realities"](https://thefcs.org/event/marketing-to-the-millennials-myths-realities) - FCS West extends its frontier to Denver with a first-time event focused on Marketing to the Millennial generation. This "Cocktails with Content" reception will be hosted at Janus Henderson and feature of panel of marketing executives from leading financial companies and agencies. Why do we keep talking about Millennials? According to recent Pew research, Millennials
- ["The Power of Culture in Financial Branding"](https://thefcs.org/event/the-power-of-culture-in-financial-branding) - The FCS Fall Education Summit will feature several keynote speakers and panels addressing "The Power of Culture in Financial Branding." The half-day event will showcase senior marketers discussing how their companies are achieving success by focusing on the intersection of brand and culture. Join us to learn how a vibrant and positive corporate culture, paired
- [Stephen Tisdalle, CMO, SSGA at FCS CMO Luncheon Series](https://thefcs.org/event/stephen-tisdalle-cmo-ssga-at-fcs-cmo-luncheon-series) - The Fearless Girl statue that became an overnight social media sensation represents a landmark in the power of smart financial marketing. Stephen Tisdalle, Chief Marketing Officer, State Street Global Advisors, will join us for a luncheon presentation to discuss the creative strategy that brought the statue to life for his firm -- and helped to
- ["Programmatic in a Creative World"](https://thefcs.org/event/programmatic-in-a-creative-world) - FCS San Francisco's breakfast panel will take a fresh look at programmatic advertising as the field continues to flourish and evolve. The emergence of programmatic has caused the complete rethinking of marketing organizations amid a flurry of new vendors, operating models and platforms. Marketers must now consider the right balance between creative partnerships and programmatic
- ["Put Me In, Coach!  Financial Branding in Sports"](https://thefcs.org/event/put-me-in-coach-financial-branding-in-sports) - The FCS is proud to continue our annual tradition of staging a New York event for financial marketers to learn about sports marketing strategies. Our panel discussion will feature: Michael Robichaud, SVP of Global Sponsorships, Mastercard Tad Ehrbar, SVP, Advertising, Media & Global Entertainment, Citi Michelle Doti Taylor, Head of Global Sports Sponsorships, Tata Consultancy
- ["Stories of Success" - FCS SF YMC Launch Event](https://thefcs.org/event/stories-of-success-fcs-sf-ymc-launch-event) - FCS San Francisco stages its first-ever Young Members Circle (YMC) event with a "Cocktails with Content" reception hosted by Forbes. The topic will be "Stories of Success" and will feature the founders of several Bay Area start-ups. Each founder will share their inspirational stories on how they got started in their respective businesses. We'll open
- ["Marketing to Financial Advisors"](https://thefcs.org/event/marketing-to-financial-advisors) - FCS Chicago is converting our traditional Summer Soiree event into our first-ever "Cocktails with Content" reception with a compelling panel discussion on "Marketing to Financial Advisors." The event will be held in a beautiful art gallery/photographer studio on the 2nd floor at Palmer Printing in historic Printers’ Row. This summer soiree will have a distinctive
- ["Humanizing Financial Services"](https://thefcs.org/event/humanizing-financial-services) - Despite our reliance on technology, financial services is still a human capital business. How does a brand stay human amid consumer's demand for ease, convenience and safety? Financial services companies face immense challenges in establishing trust, differentiating their offerings, and creating a memorable, distinct brand in the marketplace. More and more financial services players are
- ["Influencer Marketing and Financial Services"](https://thefcs.org/event/influencer-marketing-and-financial-services) - Influencer Marketing is growing dramatically with 94% of Marketers believing the tactic to be effective. Even though many may say determining ROI is a challenge, one study found Influencer Marketing can generate up to a 550% return for each dollar spent. Sounds great, right? But what exactly is Influencer Marketing? How do we identify the right
- [FCS YMC Summer Social at The Frying Pan](https://thefcs.org/event/fcs-ymc-summer-social-at-the-frying-pan) - We’re back with our FCS YMC Summer Social! Come join us at The Frying Pan (Pier 66) for an evening of cocktails, light hors d’oeuvres, networking, and a gorgeous view of the Hudson River. If you arrive within the first 30 minutes, you will not have to wait in line outside, so come early! Fun
- ["Journalism, Alternative Facts and the Impact on Brand"](https://thefcs.org/event/journalism-alternative-facts-and-the-impact-on-brand) - On the evening of Wednesday, August 2nd, the FCS West will stage a summer Cocktails with Content reception on the topic of "Journalism, Alternative Facts and the Impact on Brand." The event, hosted at Team One's offices on West Jefferson Blvd., will feature an engaging and actionable discussion with marketers and journalists. Plus there will
- ["Kill Marketing to Save It: New Content-Driven Strategies for Financial Services Companies"](https://thefcs.org/event/kill-marketing-to-save-it-new-content-driven-strategies-for-financial-services-companies) - "Kill Marketing" is the provocative keynote message to be presented by Robert Rose, renowned author and Chief Strategy Officer of The Content Marketing Institute. Robert argues that it’s not products and services that keep today’s customers coming back – it’s experiences. Financial services companies need to implement new content-driven marketing strategies that create brand experiences,
- ["The State of Custom Content"  SOLD OUT](https://thefcs.org/event/the-state-of-custom-content-sold-out) - THIS EVENT IS SOLD OUT. Thank you Chicago! FCS Chicago will host a luncheon on the impactful burgeoning of custom content in the field of financial marketing. The “mainstreaming” of sponsored content, once seen as an alternative to traditional marketing techniques, has made it more difficult than ever for financial players to stand out from
- [18th Annual FCS Charity Golf Tournament RESCHEDULED](https://thefcs.org/event/18th-annual-fcs-charity-golf-tournament-rescheduled) - DUE TO INCLEMENT WEATHER* we have rescheduled our 18th Annual FCS Charity Golf Tournament for TUESDAY SEPTEMBER 26th. If this new date works for your schedule, please sign up right away as we expect the day to sell-out. If you had reserved a foursome, twosome or single slot for the original date of July 24th,
- [Patrick McLean, CMO, TD Bank, at FCS CMO Luncheon Series](https://thefcs.org/event/patrick-mclean-cmo-td-bank-at-fcs-cmo-luncheon-series) - Our monthly speaker series at the New York Yacht Club continues with Patrick McLean, EVP, Chief Marketing Officer of TD Bank, America's Most Convenient Bank. Pat was promoted to the CMO role one year after joining the Bank as SVP, Head of Brand & Product Marketing. TD Bank scored two Silver trophies at this year's
- ["Mobile - The Financial Management Sidekick"](https://thefcs.org/event/mobile-the-financial-management-sidekick) - An evening of powerful insights about Mobile, valuable networking with a backdrop of fun lively music. This is what happens when the FCS partners with Pandora! Join us 111 Minna Gallery for a special "Mobile & The Financial Marketer" cocktail event. An expert panel will engage in a thought provoking discussion highlighting how to best
- ["The Power of Audio" -- a Cocktails with Content event](https://thefcs.org/event/the-power-of-audio-a-cocktails-with-content-event) - Goldman Sachs, Citi, Prudential and Giant Spoon gather at the legendary Greene Space, as the FCS is hosted by WNYC for an exciting Cocktails with Content panel discussion on "The Power of Audio." Our moderator is Herb Scannell, Trustee and former Chairman of WNYC Studios. Herb is also a former President of BBC Worldwide, North
- [Luncheon with UBS -- multiple Portfolio Award-winner](https://thefcs.org/event/luncheon-with-ubs-multiple-portfolio-award-winner) - We're delighted to welcome the marketing/creative team from UBS Wealth Management and their client-partner to discuss the strategies behind their Portfolio Award-winning work... and what's in store for 2017. This unique presentation will delve into the internal workings of how Marketing partners with a Business Line to develop and execute smart, creative and effective campaigns
- ["Artificial Reality: Standard Marketing Plans Do Not Apply"](https://thefcs.org/event/artificial-reality-standard-marketing-plans-do-not-apply) - Join us for a unique experience as Nancy Brennan explains how Bank of America Merrill Lynch used virtual reality to bring to life how “artificial reality” will transform business and have an impact on every industry. Nancy, the brand's Global Head of Marketing, will discuss how it signals an important game changer in the marketing
- [FCS Charity Tennis Day 2017](https://thefcs.org/event/fcs-charity-tennis-day-2017) - Hosted on the grass courts of the historic West Side Tennis Club in Forest Hills, Queens, FCS Charity Tennis Day will include something for everyone: tennis instructions, a round-robin doubles tournament, access to the Club’s facilities, awards, raffle prizes and ample opportunities for networking with colleagues. In addition, we are excited to add a special
- [The Science of Social: How Decision Makers Use Digital Media](https://thefcs.org/event/the-science-of-social-how-decision-makers-use-digital-media) - FCS West will stage "The Science of Social: How Decision Makers Use Digital Media," a special interactive research presentation by Daniel Rothman, Director of Commercial Insights, Financial Times. This "cocktails with content" reception will be held at Bloomberg L.P. San Francisco on May 17th from 5:30pm to 7:30pm. The FT's new research looks at the
- [A.I. Invasion: Machine Learning and Financial Services](https://thefcs.org/event/a-i-invasion-machine-learning-and-financial-services) - The next-gen marriage of data and science is no longer limited to early pioneers like IBM’s Watson or “born-digital” companies like Amazon, Google, Facebook and Netflix. Predictive analytics, machine learning, and artificial intelligence are being successfully leveraged across the financial services industry to reduce risk, enhance security, increase transparency and improve operational efficiency. Savvy financial
- ["Podcasting On The Rise"](https://thefcs.org/event/podcasting-on-the-rise) - The FCS YMC will explore the rise of podcasting – a nascent media platform whose name was coined by blending “iPod” and “broadcast" and didn’t catch on until 2004. Our panel of experts will discuss how the platform has grown so rapidly, why it’s attracting advertisers, what the future of podcasting looks like, and how financial brands can
- ["Content Marketing: Creation/Distribution/Engagement"](https://thefcs.org/event/content-marketing-creation-distribution-engagement) - A two-part breakfast series on Content Marketing will be staged by FCS San Francisco. Part 1: The State of Custom Content in 2017: Creation/Distribution/Engagement In the first part of this two-part series, we will discuss the generative process of creating compelling and relevant custom content and smart strategies for distribution and promotion. In Part 2,
- ["Fearless Markets vs. The Trump Effect"](https://thefcs.org/event/fearless-markets-vs-the-trump-effect) - FCS Boston stages a luncheon panel on the impact the Trump Administration is having on the financial markets. This sensitive topic is keeping investment strategists and economists quite busy -- not to mention the marketers who support their communications efforts. How can financial companies best guide their clients in this "new world order"? And how
- ["Bridging Gender Inequality & the Generational Gap"](https://thefcs.org/event/bridging-gender-inequality-the-generational-gap) - FCS Philadephia Breakfast to feature 2 panels, tacking Gender and Generational challenges faced by financial marketers. DOORS OPEN AT 7:30am. PROGRAM BEGINS BY 8:15am. Our opening panel is called, “Gender Inequality in Marketing: Are Brands Communicating Effectively with Women?” This 30 minute discussion will feature a panel moderated by Shantini Munthree of The Union Marketing
- [THE EXCHANGE Talk Series, Vol. 2](https://thefcs.org/event/the-exchange-talk-series-vol-2) - Denise Karkos, TD Ameritrade, Colin McConnell, Prudential, and Berta Aldrich to headline The Exchange. In June of 2016, the FCS launched a new Talk Series called "The Exchange," which features senior marketers sharing their personal perspectives on topics that they believe have impact in our lives and professions. We're back for Volume 2, and are
- [Programmatic: Transactional Efficiency vs. Relationship Effectiveness](https://thefcs.org/event/programmatic-transactional-efficiency-vs-relationship-effectiveness) - A luncheon panel on Programmatic Advertising opens the 2017 calendar for FCS Chicago. Our panel of senior financial marketers and agency executives will discuss how programmatic has affected their media strategy, the impact it’s having on forward-looking plans, and the lessons learned from incorporating technology and data into the art of marketing. We’ll take a
- [FCS Global Goals Summit: Brands for Impact](https://thefcs.org/event/fcs-global-goals-summit-brands-for-impact) - Eight global brands reveal the opportunities created by social impact marketing for their businesses. The Financial Communications Society and the United Nations Foundation are co-hosting a special breakfast event featuring marketing, communications, and sustainability experts to explore how corporations are embracing the Global Goals through their brands and businesses. Increasing awareness of sustainability needs is
- [FCS Central Lunch:  Ad Agency Roundtable:  2016 Trends and Tactics](https://thefcs.org/event/fcs-central-lunch-ad-agency-roundtable-2016-trends-and-tactics) - On Friday Feb. 19, FCS Central will bring together senior executives from top media agencies. The peer-to-peer round-table discussion will feature compelling case studies and success stories from agency executives. Speakers will provide insights on navigating the current cluttered marketplace including: • Emerging trends - what to follow and what to ignore • Platforms &
- [FCS Central Lunch: Financial Services 2026 - Will You Be Ready?](https://thefcs.org/event/fcs-central-lunch-financial-services-2026-will-you-be-ready) - The Financial Services industry is undergoing a transformation. From the birth of the robo-advisor to the rise of bionic wealth management; from paper to plastic to digital; the world we once knew may never be the same. Journey into the future of financial services 10 years from today with visionaries. Join us for a panel
- ["A New Era for FinTech – and Banking"](https://thefcs.org/event/a-new-era-for-fintech-and-banking) - We'll kick off our FCS West 2017 season with a breakfast panel discussion on the impact of FinTech on the banking industry, and how that will affect marketers. At the end of 2016, the Office of the Controller of the Currency announced that it would begin accepting applications from FinTech companies seeking to obtain a
- [23rd Annual FCS Portfolio Awards](https://thefcs.org/event/23rd-annual-fcs-portfolio-awards) - THE 23rd ANNUAL FCS PORTFOLIO AWARDS GALA IS SOLD-OUT. The biggest party of the year for financial marketers has a new home for 2017... BROADWAY. Join us on May 4th for a five-and-a-half hour celebration of the very best creative marketing our industry has to offer. Nearly 500 guests will toast the Portfolio Award
- [David May, CMO, AIG, at CMO LUNCHEON SERIES](https://thefcs.org/event/david-may-cmo-aig-at-cmo-luncheon-series) - Our monthly speaker series at the New York Yacht Club continues with David May, CMO of AIG. David was a featured guest at January's FCS Race for Kids, participating in a one-on-one interview with FCS CEO Kevin Windorf. Sponsorships are available. Contact Kevin Windorf.
- ["The New Wisdom of Women & Wealth"](https://thefcs.org/event/the-new-wisdom-of-women-wealth) - Our panel of marketing experts tackle the critical subject of "what today's women need from financial services brands." In 2014, FCS hosted a sold-out luncheon with a high-powered panel who delved into the theme of “Marketing Financial Services to Women.” The goal of this year's event is to drill down into underserved financial needs of
- [FCS Mardi Gras](https://thefcs.org/event/fcs-mardi-gras) - THIS EVENT IS SOLD OUT! Thank you to our generous sponsors. Looking forward to a great event... We're throwing our annual experiential event at a new venue this year. Join us for an incomparable evening of French charm mixed with Bayou mystique. Come for the camaraderie, delight in the distractions of the night. Special
- [J.P. Morgan Asset Management's Jaime Kalfus on "Solving Our Brand Story"](https://thefcs.org/event/j-p-morgan-asset-managements-jaime-kalfus-on-solving-our-brand-story) - With a new campaign in the marketplace, Jaime Kalfus, Global Head of Brand Experience, will share with the FCS audience a behind-the-scenes look at the creative strategy developed specifically for J.P. Morgan Asset Management.
- ["How Digital Media is Upending Financial Communications"](https://thefcs.org/event/how-digital-media-is-upending-financial-communications) - Moody's CorpComm SVP Michael Adler joins our panel, along with Citi's CorpComm head Jennifer Lowney and other communications experts who will cover provocative and pragmatic topics for every financial communications practitioner, from prioritizing social channels to creating engaging content to developing meaningful metrics. Speakers include Steve Lipin and Sparky Zivin from Brunswick Group, Jennifer Lowney
- [New York Rangers Game Night](https://thefcs.org/event/new-york-rangers-game-night-2) - THIS EVENT IS SOLD OUT. Thank you for supporting our 2nd Annual New York Rangers Game Night. We’ll watch the game from a private open suite on the Bridges level of Madison Square Garden, as the Rangers host the Anaheim Ducks. Doors open at 6:00pm for food and open bar. Game time is 7:00pm. Seating is
- [Bank of America's Lou Paskalis on "The Value of Customer Relationships"](https://thefcs.org/event/bank-of-americas-lou-paskalis-on-the-value-of-customer-relationships) - To kick-off the New Year, the FCS is proud to welcome as our January luncheon speaker Lou Paskalis, Senior Vice President, Enterprise Media Planning, Investment and Measurement Executive, for Bank of America. With responsibility for media strategies that drive business objectives across the enterprise, Lou oversees media in traditional, digital and social channels, with a
- [YMC TALKS: Psychology, Marketing & Personal Finance](https://thefcs.org/event/ymc-talks-psychology-marketing-personal-finance) - Join the FCS YMC and your fellow peers at Seeking Alpha for our first event of the year: Psychology, Marketing & Personal Finance. We are extremely excited to welcome Ramit Sethi, the author of The New York Times best-selling book I Will Teach You to be Rich, and George Moriarty, Managing Editor of Opinion & Analysis for Seeking
- [Mardi Gras 2016](https://thefcs.org/event/mardi-gras-2016) - JOIN US on FAT TUESDAY at DISTILLED NEW YORK in TRIBECA! The FCS is proud to stage our third annual MARDI GRAS party. Sponsorship packages are available. This charity fundraiser will bring together FCS members and new friends for an evening of great fun and camaraderie at one of Manhattan’s coolest gastropubs, Distilled New York.
- [February CMO Luncheon: Mandell Crawley, Morgan Stanley](https://thefcs.org/event/february-cmo-luncheon-mandell-crawley-morgan-stanley) - We are delighted to welcome Mandell Crawley, Chief Marketing Officer, Morgan Stanley as our February luncheon guest speaker at the New York Yacht Club. As CMO, Mandell has been the driving force behind Morgan Stanley's multi-platform advertising campaign, "Capital Creates," which launched last year. The campaign's goal is to spotlight the role Morgan Stanley plays
- [March CMO Luncheon: Chris Poe, Hartford Funds](https://thefcs.org/event/march-cmo-luncheon-chris-poe-hartford-funds) - We are delighted to welcome Chris Poe, Head of Brand Marketing, Hartford Funds as our March luncheon guest speaker at the New York Yacht Club. Chris, a former FCS Board Director, was previously the Head of Global Brand Management & Advertising for BlackRock. He took his marketing expertise to Hartford Funds to tackle its brand
- [New York Rangers Game Night](https://thefcs.org/event/new-york-rangers-game-night) - THIS EVENT IS SOLD-OUT! SPECIAL THANKS TO OUR THREE "FACE-OFF" SPONSORS: SmartBrief Reuters MacMillan Comunications Join the FCS for its first-ever New York Rangers Game Night event. We'll watch the game from a private open suite on the Bridges level of Madison Square Garden, as the 2015 Eastern Conference Champion Rangers host the Florida
- [YMC and StreetWise Partners Reception](https://thefcs.org/event/ymc-and-streetwise-partners-reception) - Last year, the FCS Young Members Circle (FCS YMC) announced its official partnership with StreetWise Partners (SWP). Each FCS YMC event helps support SWP’s mission of transforming the lives of disadvantaged, low-income New Yorkers by helping them realize their career potential. SWP also provides the YMC community with ways to give back to our local communities. Through opportunities such as mentoring, résumé writing and mock
- [April CMO Luncheon: Dave Wozniak, Head of Advertising, Lincoln Financial](https://thefcs.org/event/april-cmo-luncheon-dave-wozniak-head-of-advertising-lincoln-financial) - We are delighted to welcome Dave Wozniak, Head of Advertising & Corporate Partnerships, Lincoln Financial, as our April luncheon guest speaker at the New York Yacht Club. This month Lincoln launched its new advertising campaign called “The Responsibility of Love.” Working with its agency partner FCB, Lincoln designed the campaign to tap into one of
- [FCS 60: Sports Marketing & Financial Services](https://thefcs.org/event/fcs-60-sports-marketing-financial-services) - For 2016, the FCS 60 Breakfast series launches at The New York Yacht Club with a panel discussion on how financial services marketers look to Sports for sponsorship, advertising, and content to drive customer engagement. The discussion will kick-off with a brief presentation by Chris Russo of Houlihan Lokey’s Technology • Media • Telecom Group,
- [FCS 60 Breakfast: Corporate Social Responsibility & Financial Marketing](https://thefcs.org/event/fcs-60-breakfast-corporate-social-responsibility-financial-marketing) - The FCS is delighted to return to The New York Times, our inaugural partner in launching our breakfast series, now entitled "FCS 60"! On March 29th, we'll stage a panel discussion on one of the most compelling topics of the 21st Century: the role of corporate social responsibility. The focus of our discussion will be
- [22nd Annual FCS Portfolio Awards Gala](https://thefcs.org/event/22nd-annual-fcs-portfolio-awards-gala) - On Thursday, April 28th, the FCS will throw the biggest party of the year for the financial marketing industry, celebrating the 45 brands that will win Portfolio trophies that night. Join us at the famed Hammerstein Ballroom for our own legendary black-tie gala. Doors open at 5:30pm for an elaborate cocktail reception in the mezzanine.
- [Boston Luncheon Panel: Branded Content & Financial Marketing](https://thefcs.org/event/boston-luncheon-panel-branded-content-financial-marketing) - THIS EVENT IS SOLD-OUT. Any questions, please contact FCS CEO Kevin Windorf, kevin@theFCS.org. The FCS will host its first Boston event of 2016 on Tuesday, May 3rd, at the Boston Marriott Long Wharf . The format will be a panel discussion on our industry’s hottest topic: Branded Content. This compelling topic has been discussed at
- [FCS WEST Breakfast Panel: Data, Data Everywhere](https://thefcs.org/event/fcs-west-breakfast-panel-data-data-everywhere) - FCS WEST will host its first event of 2016 with a breakfast on Wednesday, May 11th at the Omni Hotel, beginning at 8:00am. Our panel discussion will delve into the topic of "Data, Data Everywhere!" There's a massive amount of data available, but... What are clients measuring? How are they using data to develop strategy
- [Cocktails with Content: Winning Mobile Consumers in an Attention Economy - SOLD OUT](https://thefcs.org/event/cocktails-with-content-winning-mobile-consumers-in-an-attention-economy-sold-out) - THIS EVENT IS SOLD OUT Hosted by our exclusive programming partner Pandora, the FCS will stage a unique Cocktails with Content reception featuring a panel discussion on Mobile & Financial Marketing... plus live music entertainment! Join us on Wednesday, May 11th at Pandora's Park Avenue office, where we'll network over hors d'oeuvres & specialty cocktails
- [FCS Charlotte: Using Big Data for Customer-Centric Marketing](https://thefcs.org/event/fcs-charlotte-using-big-data-for-customer-centric-marketing) - THIS EVENT IS SOLD OUT. The FCS makes a triumphant return to beautiful Charlotte, North Carolina — the nation’s second largest financial services center — for another compelling luncheon discussion at the elegant Charlotte City Club. The topic will be “Using Big Data for Customer-Centric Marketing,” and we'll hear from experts using data in
- [FCS YMC Talks: Disruption: Personal Finance with Alexa von Tobel](https://thefcs.org/event/fcs-ymc-talks-disruption-personal-finance-with-alexa-von-tobel) - Join us for the next FCS YMC TALKS for an evening of "disruption" at our host sponsor Seeking Alpha, as we welcome Alexa von Tobel, Founder & CEO, LearnVest. As technology continues to redefine the marketplace, competition is evolving in the form of disruptive organizations challenging the status quo. Learnvest is a challenger brand that
- [May Luncheon: Portfolio Award Winners](https://thefcs.org/event/may-luncheon-portfolio-award-winners) - For the first-time ever, we've invited representatives from Portfolio Award-winning companies to present their stand-out work to our luncheon audience. They all won GOLD in their respective categories. Join us on Wednesday, May 25, for a series of brief presentations by: Alison Lazzaro, Vice President, General Manager Brand Marketing & Advertising, Prudential who will discuss
- [THE EXCHANGE Talk Series](https://thefcs.org/event/the-exchange-talk-series) - The FCS is excited to launch a new Talk Series called "The Exchange," which will feature senior marketers sharing their personal perspectives on topics that they believe have impact in our lives and professions. Speakers at our inaugural Exchange include: Rich Aneser, Senior Vice President and Chief Marketing Officer Annuity Solutions, Lincoln Financial Distributors, Lincoln
- [June Luncheon: Bill Webster, AXA US](https://thefcs.org/event/june-luncheon-bill-webster-axa-us) - We are delighted to welcome Bill Webster, managing director of brand management, public affairs and marketing operations, AXA US, as our June luncheon guest speaker at the New York Yacht Club. Responsible for advertising and brand strategy for AXA Equitable Life Insurance Company, Bill is an industry veteran whose career has included senior positions at
- [July Luncheon: David Thuma, PNC](https://thefcs.org/event/july-luncheon-david-thuma-pnc) - ONLINE REGISTRATION IS NOW CLOSED. WALK-INS ARE WELCOME. PLEASE PAY AT THE DOOR. Our successful CMO Luncheon series extends into the summer, as we welcome David Thuma, Chief Marketing Officer for PNC, as our July guest speaker at the New York Yacht Club. This is the first time in the history of the FCS that
- [FCS Charity Golf Tournament 2016](https://thefcs.org/event/fcs-charity-golf-tournament-2016) - Join us for the most fun golf outing of the year on one of the most challenging golf courses in Westchester. Just over the NYC city line, Wykagyl Country Club is proud to play host to the 17th Annual FCS Charity Golf Tournament. What you need to know: This event is guaranteed to sell out.
- [SOLD OUT - FCS '60' Breakfast: Sales & Marketing, The New Power Couple](https://thefcs.org/event/sold-out-fcs-60-breakfast-sales-marketing-the-new-power-couple) - THIS EVENT IS SOLD OUT The FCS is proud to stage another FCS '60' at the New York Yacht Club, with our programming partner Demandbase. On June 16th, we’ll stage a panel discussion on "Sales & Marketing: The New Power Couple." When Marketing and Sales are in lockstep, revenue soars. Unfortunately, many companies still struggle
- [FCS WEST CMO Spotlight: Kevin Burke, Square](https://thefcs.org/event/fcs-west-cmo-spotlight-kevin-burke-square) - FCS WEST will start the summer in San Francisco with an "off-the-record" one-on-one conversation with Kevin Burke, CMO of Square. This is the first time that the FCS will hear from one of the most innovative start-ups in FinTech. Square, founded in 2009, is in the business of "making commerce easy for everyone" including
- [FCS YMC Summer Social 2016](https://thefcs.org/event/fcs-ymc-summer-social-2016) - Nothing says hot-summer-in-the-city better than a cold cocktail after work with friends overlooking New York Harbor. The FCS Young Members Circle invites you to join us downtown for a great evening of networking, refreshments, and spectacular views of Manhattan. Wednesday, July 20 6:30pm – 8:30pm We'll be at the Pier A Harbor House, just a
- [SOLD OUT - FCS Breakfast: Why Financial Marketers Roll with Video Content](https://thefcs.org/event/sold-out-fcs-breakfast-why-financial-marketers-roll-with-video-content) - THIS EVENT IS NOW SOLD OUT. Join us for a special summer edition of the FCS Breakfast Club when we get together at Yahoo for a panel discussion on Video Content. Our panelists will include: Jill Hamilton, VP, US Media, American Express Francie Staub, Director of Digital Marketing, TD Ameritrade Patrick Kelly, VP, Account Director (Fidelity), Havas Media
- [September Luncheon: Deloitte CMO Diana O'Brien](https://thefcs.org/event/september-luncheon-deloitte-cmo-diana-obrien) - ONLINE REGISTRATION IS NOW CLOSED. TICKETS CAN BE PURCHASED AT THE DOOR. The FCS CMO Luncheon series for 2016/2017 kicks off with Diana O'Brien, Chief Marketing Officer of Deloitte. Join us on September 22nd at the New York Yacht Club, for Diana's presentation on "Everything is Brand." Is brand everything or is everything brand? Diana
- [SOLD OUT - Sept. Breakfast: Brand Storytelling through Custom Content](https://thefcs.org/event/sold-out-sept-breakfast-brand-storytelling-through-custom-content) - THIS EVENT IS SOLD OUT. THE WAITING LIST IS NOW CLOSED. Join us for the first FCS event of our new year (2016/2017) as we're hosted by Bloomberg Media, our exclusive programming partner for a breakfast panel on "Brand Storytelling through Custom Content." Our panelists will include: Amy d'Oliveira, VP, Integrated Strategy, Prudential Patricia Gabberty,
- [SOLD OUT - Philadelphia Breakfast: Humanizing Financial Brands](https://thefcs.org/event/sold-out-philadelphia-breakfast-humanizing-financial-brands) - THIS EVENT IS SOLD OUT. To be added to our mailing list for the next event in Philadelphia, please email your contact information to FCS CEO Kevin Windorf, kevin@thefcs.org. The FCS will host its first-ever event in Philadelphia at the Union League, where we'll have a moderated panel discussion on "Humanizing Financial Brands." Financial services
- [FCS WEST: Content Marketing in Financial Services & FinTech](https://thefcs.org/event/fcs-west-content-marketing-in-financial-services-fintech) - FCS WEST will start the new year (2016/2017) in San Francisco with a continuation of its FinTech breakfast series. Our panel discussion will delve into the topic of “Content Marketing in the Financial Services and FinTech.” There’s a broad range to cover, but some of the questions we’ll explore include: How are FinTech startups approaching
- [Executive Education Summit: The Future of Financial Marketing](https://thefcs.org/event/executive-education-summit-the-future-of-financial-marketing) - The future of the financial marketing industry appears to be walking in step with the constant evolution of the technology industry. Explosive developments in the field of artificial intelligence are attracting financial firms. The rise and success of FinTech firms are challenging traditional providers of financial services to compete more effectively. Financial institutions face the
- [YMC TALKS: Liza Landsman, Chief Customer Officer, Jet.com](https://thefcs.org/event/ymc-talks-liza-landsman-chief-customer-officer-jet-com) - Join us for the first YMC TALKS of the new year (2016/2017) as we sit down for a one-on-one interview with Liza Landsman, Chief Customer Officer of Jet.com. We'll be meeting on the 4th floor of the District CoWork space at 1204 Broadway (between 29th & 30th Streets) -- the ideal location to talk about
- [October Luncheon: Jake Turner, Brown Brothers Harriman](https://thefcs.org/event/october-luncheon-jake-turner-brown-brothers-harriman) - ONLINE REGISTRATION FOR THIS EVENT IS NOW CLOSED. TICKETS ARE AVAILABLE AT THE DOOR. For the first-time ever, the FCS will welcome Brown Brothers Harriman to our stage. Representing BBH will be Jake Turner, Vice President & Head of Marketing & Communications, for the firm's Private Banking business. He's responsible for the marketing efforts
- [FCS BOSTON: "Marketing Financial Services to Millennials"](https://thefcs.org/event/fcs-boston-marketing-financial-services-to-millennials) - ONLINE REGISTRATION FOR THIS EVENT IS NOW CLOSED. WALK-INS WELCOME. PLEASE PAY AT THE DOOR. The FCS returns to Boston on Wednesday, October 5th, for another panel discussion over lunch at the Marriott Long Wharf . The topic: "Marketing Financial Services to Millennials." We’re excited to stage this event in Boston with a great line-up
- [11th Annual FCS Financial Marketer of the Year Gala](https://thefcs.org/event/11th-annual-fcs-financial-marketer-of-the-year-gala) - THIS EVENT IS SOLD OUT. To be added to the waiting list, please email FCS CEO Kevin Windorf. To celebrate the 11th anniversary of the prestigious FCS Financial Marketer of the Year award, we invite you to join us for a Gala Dinner & Holiday Party on Thursday, December 8th at Current, the exciting
- [FCS Los Angeles: Branded Content in Financial Marketing](https://thefcs.org/event/fcs-los-angeles-branded-content-in-financial-marketing) - ONLINE REGISTRATION FOR THIS EVENT IS NOW CLOSED. WALK-INS ARE WELCOME. PLEASE PAY AT THE DOOR. The FCS is thrilled to be partnering with the University of Southern California (USC) to stage our first-ever event in Los Angeles at the Annenberg School for Communication & Journalism. Our Cocktails with Content reception will feature a moderated
- [FCS WEST FinTech "Cocktails with Content"](https://thefcs.org/event/fcs-west-fintech-cocktails-with-content) - The FinTech Challenge: Aligning Brand, Product & Communication Join us on Thursday, October 27th at Bloomberg LP as FCS WEST continues our conversation on FinTech with insights on aligning brand, product and communication – how FinTech is changing them and how they are influencing FinTech. The topics we'll cover include: Who were the pioneers within
- [6th Annual FCS Libations Tasting: Red, White and Content!](https://thefcs.org/event/6th-annual-fcs-libations-tasting-red-white-and-content) - THIS EVENT IS SOLD OUT! For our sixth annual “tasting event,” not only will there be wine, whiskey and seasonal beers to sample, but we're proud to offer a program of compelling business content as well! FCS Board Director Kirti Srikant, Head of Brand & Advertising, OppenheimerFunds, will moderate a discussion on the impact of
- [FCS Charlotte: Winning the Millennial Financial Consumer](https://thefcs.org/event/fcs-charlotte-winning-the-millennial-financial-consumer) - Following the FCS' successful event in Boston (10/5) where an expert panel tackled the topic of "Marketing Financial Services to Millennials," we're bringing the discussion to Charlotte. This will be our third luncheon event at the elegant Charlotte City Club, which offers spectacular views of the city and North Carolina landscape. But inside the room,
- [November Luncheon: Allison Bennett, CMO, Business - JPMorgan Chase](https://thefcs.org/event/november-luncheon-allison-bennett-cmo-business-jpmorgan-chase) - For the first time in more than 10 years, the FCS' New York stage will welcome a marketing executive from JPMorgan Chase. And we are delighted that it will be Allison Bennett who will present to us. (Allison served as a judge for the FCS Portfolio Awards earlier this year.) Allison is the CMO of
- [December Luncheon: Xerox CMO Toni Clayton-Hine](https://thefcs.org/event/december-luncheon-xerox-cmo-toni-clayton-hine) - For the first time ever, the FCS’ New York stage will welcome the chief marketing officer from a non-financial services company. And we're proud to welcome the new CMO of Xerox, Toni Clayton-Hine, as that executive. Xerox is on the cusp of transforming into two distinct enterprises: Xerox Corporation, a global leader in document management
- [18th Annual FCS RACE FOR KIDS Marketing Summit](https://thefcs.org/event/18th-annual-fcs-race-for-kids-marketing-summit) - The FCS is proud to host our 18th Annual Race for Kids at the luxurious Stowe Mountain Resort. Our biggest charity fundraiser of the year, Race for Kids supports: Hope & Heroes Children's Cancer Fund, Columbia University Medical Center Downey Side Adoption Agency Make-A-Wish Foundation of Vermont FOR INFORMATION FOR THIS EVENT, INCLUDING REGISTRATION AND

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## Tags

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## Locations

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## Locations

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