Past Events

Found 315 event(s).

  • Dec 62022

    Virtual

    Members Only

    Free Event

    Elena French, SVP, Corporate Marketing, Brand and Communications, Lincoln Financial

    Guest speaker Elena French

    SVP, Corporate Marketing, Brand and Communications

    Video

  • Nov 302022

    New York

    FCS Financial Marketer of the Year Awards 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. […]

    Award

  • Nov 172022

    New York

    Wendeline Dill, Head of Advisor & Field Marketing, J.P. Morgan Wealth Management

    Guest speaker Wendeline Dill

    Head of Advisor & Field Marketing,

    Interviewer Kimberly Beck

    Chief Marketing Officer

    Past Events

    Lunch

  • Nov 162022

    Boston

    The Marriage Between Research and Creative Marketing

    Panelist Matthew Black

    SVP, Head of Brand Activation, Advertising and Video

    Panelist Kristine Giarrusso

    Director, U.S. Strategic Campaigns

    Panelist Nicole Rachanow-Garvin

    Group Creative Director

    Moderator Lacy Garcia

    Founder & CEO

    Breakfast

  • Nov 152022

    Virtual

    Members Only

    Free Event

    Alex Craddock, Global CMO, BlackRock

    Guest speaker Alex Craddock

    Global Chief Marketing Officer

    Interviewer John McCormick

    Chair, Programming Committee

    Video

  • Nov 92022

    Philadelphia

    The New Model for Advisor Engagement

    Presenter T. Neil Bathon

    Managing Director

    Moderator Devin Davis, CRPC®

    Global Head of Digital & Demand Generation

    Panelist Kimberly Beck

    Chief Marketing Officer

    Panelist Bernadette Bridy

    Head of Marketing

    Panelist Patty Quinn McAuley, CFP®

    Head of Marketing

    Breakfast

  • Nov 32022

    Virtual

    Free Event

    Key Marketing Operating Metrics

    Panelist Michael Bieselin

    Chief Marketing Strategy & Operations Officer

    Panelist Pinki Mehta

    SVP/MD, Global Marketing and Digital Experience

    Panelist Angela Fung

    Executive Director, Head of Marketing Operations

    Moderator Randi Salzberg

    Vice President, Marketing and Creative Services

    Video

  • Nov 12022

    Virtual

    Free Event

    YMC TALKS: Enhancing Engagement with Content Marketing

    Panelist Elizabeth Coleman-Chen

    Head of Strategic Content Marketing, Morgan Stanley Investment Management

    Panelist Michael Gannon

    Head of Enterprise Marketing and Customer Experience

    Panelist Petra Hailu

    Senior Content Marketing Consultant

    Moderator Tim Rickards

    Director of Social and Content Strategy

    Recap

    Video

  • Oct 252022

    Virtual

    Free Event

    Bulls, Bears, and Brands: Living Ratings of Asset Managers 2022

    Panelist Nilanjan Adhya

    Chief Digital Officer

    Panelist Liz Cummins

    Head of Digital Experience

    Panelist Adam Watson

    Global Head of Institutional Digital Product

    Presenter Kate Shaw

    CEO

    Moderator Kevin Windorf

    CEO, Financial Communications Society; Client Strategy Director, Living Group

    Recap

    Video

  • Oct 202022

    Virtual

    Members Only

    Free Event

    Wylie Kain, Head of Brand Marketing, American Century Investments

    Guest speaker Wylie Kain

    Head of Brand Marketing

    Interviewer John McCormick

    Chair, Programming Committee

    Recap

    Video

  • Oct 132022

    New York

    Kate Ardini, Chief Marketing Officer, John Hancock

    Guest speaker Kate Ardini

    Chief Marketing Officer

    Interviewer Rachel Tuffney

    Executive Vice President

    Recap

    Video

  • Sep 272022

    Virtual

    Members Only

    Free Event

    Laura Burke, CCO, Santander U.S.

    Guest speaker Laura Burke

    EVP, Chief Communications Officer

    Interviewer Tom Jago

    Managing Director

    Recap

    Video

  • November 30, 2022

    Award

    FCS Financial Marketer of the Year Awards 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. […]

    New York

  • November 16, 2022

    Breakfast

    The Marriage Between Research and Creative Marketing

    Panelist Matthew Black

    SVP, Head of Brand Activation, Advertising and Video

    Panelist Kristine Giarrusso

    Director, U.S. Strategic Campaigns

    Panelist Nicole Rachanow-Garvin

    Group Creative Director

    Moderator Lacy Garcia

    Founder & CEO

    Boston

  • November 15, 2022

    Video

    Alex Craddock, Global CMO, BlackRock

    Guest speaker Alex Craddock

    Global Chief Marketing Officer

    Interviewer John McCormick

    Chair, Programming Committee

    Virtual

    Members Only

    Free Event

  • November 9, 2022

    Breakfast

    The New Model for Advisor Engagement

    Presenter T. Neil Bathon

    Managing Director

    Moderator Devin Davis, CRPC®

    Global Head of Digital & Demand Generation

    Panelist Kimberly Beck

    Chief Marketing Officer

    Panelist Bernadette Bridy

    Head of Marketing

    Panelist Patty Quinn McAuley, CFP®

    Head of Marketing

    Philadelphia

  • November 3, 2022

    Video

    Key Marketing Operating Metrics

    Panelist Michael Bieselin

    Chief Marketing Strategy & Operations Officer

    Panelist Pinki Mehta

    SVP/MD, Global Marketing and Digital Experience

    Panelist Angela Fung

    Executive Director, Head of Marketing Operations

    Moderator Randi Salzberg

    Vice President, Marketing and Creative Services

    Virtual

    Free Event

  • November 1, 2022

    Recap

    Video

    YMC TALKS: Enhancing Engagement with Content Marketing

    Panelist Elizabeth Coleman-Chen

    Head of Strategic Content Marketing, Morgan Stanley Investment Management

    Panelist Michael Gannon

    Head of Enterprise Marketing and Customer Experience

    Panelist Petra Hailu

    Senior Content Marketing Consultant

    Moderator Tim Rickards

    Director of Social and Content Strategy

    Virtual

    Free Event

  • October 25, 2022

    Recap

    Video

    Bulls, Bears, and Brands: Living Ratings of Asset Managers 2022

    Panelist Nilanjan Adhya

    Chief Digital Officer

    Panelist Liz Cummins

    Head of Digital Experience

    Panelist Adam Watson

    Global Head of Institutional Digital Product

    Presenter Kate Shaw

    CEO

    Moderator Kevin Windorf

    CEO, Financial Communications Society; Client Strategy Director, Living Group

    Virtual

    Free Event

  • September 27, 2022

    Recap

    Video

    Laura Burke, CCO, Santander U.S.

    Guest speaker Laura Burke

    EVP, Chief Communications Officer

    Interviewer Tom Jago

    Managing Director

    Virtual

    Members Only

    Free Event

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