Past Events
Found 21 event(s).
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May 192026
Portfolio Awards Reception for Employee Communications
Our inaugural awards reception honoring the Portfolio Awards Employee Communications finalists will be held on Tuesday, May 19 (5:30pm-7:30pm), at the New York Yacht Club. The event will include an open-bar cocktail reception, delicious appetizers, a 30-minute awards program, and ample time for networking. The winners of the Gold trophy in each category will be […] -
May 182026
Julie Collins, Executive Director, Morgan Stanley
Guest Speaker Julie Collins
Global Head of Distribution & Websites, Firmwide Marketing
Interviewer Chris Gibbons
Vice President, Financial Services
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May 132026
Richard Parkinson, Chief Brand and Marketing Officer at Prudential
Guest Speaker Richard Parkinson
Chief Brand & Marketing Officer
Interviewer Dan DeFrancesco
Deputy Executive Editor/Anchor
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May 72026
FCS Portfolio Awards Gala – SOLD OUT
THIS EVENT IS SOLD OUT. For information and to be added to the wait list, please contact FCS Admin/Comms Juliet McAlee, [email protected]. 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 […] -
Apr 282026
Inside The Mind of The RIA
Panelist Gordy Abel
Chief Marketing Officer
Panelist Bernadette Bridy
Chief Marketing Officer
Panelist Jeff Kochie
Head of Channel Marketing
Moderator Jared Trexler
Chief Marketing & Strategy Officer
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Apr 272026
Karen Shakoske, Head of Marketing & Corporate Communications, Janney
Guest Speaker Karen Shakoske
Head of Marketing and Corporate Communications
Interviewer Phil Edelstein
Founder
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Apr 212026
From Campaigns to Content Engines: How Trust Can Drive Revenue
Panelist Tracy Shaw
Head of Engagement Strategy
Panelist Laine Zalac
VP, Brand Marketing, Americas
Panelist Tamara Scarlett Miller
Go-To-Market Director
Panelist Craig Lubman
Head of Financial Services
Moderator Doug Melville
Contributor, Leadership
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Mar 312026
Winning the Wealth Moment
Panelist Rosa Rita
Global CMO, Asset & Wealth Management
Panelist Marshall McIntosh
EVP, U.S. Global Wealth Management Marketing
Presenter/Panelist Peter Weinberg
Co-Founder
Presenter Ellie Weed
Head of Industry, Financial Services
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Mar 232026
Joan Khoury, Chief Marketing Officer, Oppenheimer
Guest Speaker Joan Khoury
Chief Marketing Officer
Interviewer Aniko DeLaney
Advanced Lecturer of Marketing
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Mar 182026
Kristin Faucher, Head of Brand and Advertising: Card, Travel, Commerce, JPMorgan Chase
Guest Speaker Kristin Faucher
Head of Brand and Advertising: Card, Travel, Commerce
Interviewer Rob Pfeiffer
VP, Sales
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Mar 162026
Proving Marketing Value in a Margin-Squeezed World
Panelist Peter Amadeo
SVP, Head of Operations, USCC Design and UX
Panelist Amanda Curran
Head of Strategic Delivery & Marketing Operations
Panelist Jillian Bannister
Sr. Director Digital Acceleration & Process Optimization
Moderator Andrew Lewkowicz
SVP, Strategy & Business Development
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Mar 122026
What Advisors Really Think About AI in Wealth Management
Presenter Janet King
Senior Vice President, Content Strategy
Presenter Michael Moeser
Senior Content Marketing Strategist
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Portfolio Awards Reception for Employee Communications
Our inaugural awards reception honoring the Portfolio Awards Employee Communications finalists will be held on Tuesday, May 19 (5:30pm-7:30pm), at the New York Yacht Club. The event will include an open-bar cocktail reception, delicious appetizers, a 30-minute awards program, and ample time for networking. The winners of the Gold trophy in each category will be […]