Past Events
Found 20 event(s).
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Nov 172025
John Brockelman, CMO, State Street Investment Management
Guest Speaker John Brockelman
Chief Marketing Officer
Interviewer Rob Pfeiffer
VP, Sales
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Nov 132025
Why Brands Still Matter
Panelist Patty Sachs
Global Head of Wealth Marketing
Panelist Jon Sellman
Chief Brand Officer
Panelist Jennifer Lindauer
Director of Brand Marketing
Moderator Joe Maglio
CEO
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Oct 302025
CMO EXCHANGE: Pachuta, Brady, Munroe
Guest Speaker Emily Pachuta
Chief Marketing Officer
Guest Speaker Katy Brady
Director of Brand
Guest Speaker Steve Munroe
Chief Marketing Officer
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Oct 282025
Kathy Kavanaugh, CMO, Individual Solutions & Brand, Lincoln Financial Distributors
Guest Speaker Kathy Kavanaugh
SVP, CMO, Individual Solutions & Brand
Interviewer Dennis Egen
Founder and President
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Oct 272025
Stacy Hammond, CMO, Charles Schwab
Guest Speaker Stacy Hammond
Managing Director, Chief Marketing Officer
Interviewer Jack Otter
Global Head of Wealth & Asset Management
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Oct 62025
Rethinking Search, Trust & Visibility in a World of Generative Answers
Panelist Cynthia Casarez
SEO Manager
Panelist Nyle Bayer
Chief Marketing Officer
Panelist Ryan Roggensack
Head of SEO
Moderator Kate Lindenberg
Vice President
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Sep 242025
Living Ratings of Asset Managers 2025
Panelist Matthew Slivinski
Global Head of Marketing
Panelist Kirti Naik
Global Head of Brand Experience
Panelist Laura O’Brien
Global Head of Communications & Content
Moderator Duncan Shaw
Chief Creative Officer
Presenter Kate Shaw
CEO
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Sep 242025
Rodes Ponzer, Chief Marketing Officer, Crowd Street
Guest Speaker Rodes Ponzer
Chief Marketing Officer
Interviewer Jaret Posmentier
Principal Client Partner
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Sep 222025
Krista Phillips, Chief Customer & Transformation Officer, M&T Bank
Guest Speaker Krista Phillips
Chief Customer & Transformation Officer
Interviewer Hailey Brent
Head of Channel Strategy & Integration
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Sep 162025
FCS YMC Summer Send-Off
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 […] -
Jul 302025
MidSummer Cocktails: Storytelling in Financial Services
Panelist Melissa Cavanaugh
Head of Content Strategy
Panelist Nicole Huynh
Global Head of Client Marketing
Panelist Franchesca Maddalena-Napp
Executive Director, Head of Solutions Marketing
Moderator Gregory Yates
Head of Marketing, Financial Services
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Jul 232025
Marketing Boldly While Remaining Compliant
Panelist Mari Lee
SVP – Data, Digital Global Marketing
Panelist Katherine Boylan
Senior Vice President, Director of Integrated Marketing
Panelist Keye Chang
Senior Compliance Officer
Moderator Catherine Ostheimer
Vice President of Marketing
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John Brockelman, CMO, State Street Investment Management
Guest Speaker John Brockelman
Chief Marketing Officer
Interviewer Rob Pfeiffer
VP, Sales