Past Events

Found 30 event(s).

  • Jan 302025

    New York

    Education Summit: Optimizing Digital Experiences in Financial Services 2025

    Panelist Paul Halpern

    Chief Marketing Officer

    Panelist Jennifer Ball

    Global Chief Marketing Officer

    Panelist Michael Roberts

    Chief Marketing & Communications Officer

    Panelist Pinki Mehta

    SVP/MD, Global Marketing and Digital Experience

    Panelist Andrea Saporito

    Head of Digital Marketing, Wealth Management

    Panelist David Pereira

    VP, Client Digital Experience & Marketing

    Presenter Vijay Viswanathan, PhD

    Professor & Associate Dean, IMC

    Presenter Frank Dudley

    President

    Summit

  • Jan 272025

    Virtual

    Members Only

    Free Event

    Michael Bieselin, CMO, Retirement Solutions, TIAA

    Guest Speaker Michael Bieselin

    CMO, Retirement Solutions

    Interviewer Rob Pfeiffer

    VP, Sales

    Video

  • Jan 232025

    Philadelphia

    Achieving Brand Differentiation in Financial Services

    Panelist Kelly Furia

    Global Head of Marketing and Experience

    Panelis Jeff Coghan

    SVP, Digital Marketing

    Panelist Jerry Lezynski

    Vice President of Marketing and Communications

    Moderator Kevin Windorf

    CEO, FCS; CMO, 2112 Communications

    Breakfast

  • Jan 52025

    Stowe, Vermont

    FCS RFK Marketing Summit 2025

    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 than 10 hours of presentations, interviews, and […]

    Summit

  • Dec 182024

    New York

    FCS Book Event: “the Black-White Wealth Gap” & Financial Marketing

    Guest Speaker Dara Marshall

    Head of Brand Management

    Guest Speaker Louise Story

    Interviewer Brad Smith

    Anchor

    Social

  • Dec 122024

    New York

    Alexander Ngo, CMO North America, Chubb, Kicks Off Holiday Cocktails

    Guest Speaker Alexander Ngo

    Chief Marketing Officer, North America

    Interviewer Kishore Kothandaraman

    Co-Founder & Chief Operating Officer

    Social

  • Dec 32024

    New York

    Financial Marketer of the Year Gala 2024

    Finalist Matthew Heath

    Chief Marketing Officer, EMEA & Americas

    Finalist Micky Onvural

    Chief Marketing & Communications Officer

    Finalist Lisa Caputo

    EVP, Chief Marketing, Communications and Customer Experience Officer

    Award

  • Nov 212024

    New York

    Sid Ratna, CMO, Financial Advisor Services, Vanguard

    Guest Speaker Sid Ratna

    CMO, Financial Advisor Services

    Interviewer Michelle Lynn

    Global Head of Data Science & Insights

    Recap

  • Nov 192024

    New York

    The Future of Sports Marketing in Financial Services

    Panelist Tom Clifford

    Associate Director, Sponsorship Marketing

    Panelist Dan Pincus

    AVP, Sponsorship and Promotions

    Panelist Jon Tuck

    President

    Moderator Julian Ahye

    Head of Brand Partnerships

    Social

  • Nov 182024

    Virtual

    Members Only

    Free Event

    FCS MOVES: Tara Giuliano, CMO, Nuveen

    Guest Speaker Tara Giuliano

    Chief Marketing Officer

    Interviewer Cheryl Casone

    Anchor

    Video

  • Nov 142024

    Charlotte

    Marketing Transformation: Strategies For Success In The AI Era

    Panelist Sherry Graziano

    Head of Digital, Client Experience, and Marketing

    Panelist Kevin Howard

    Executive Director, Digital Strategy and Growth Marketing

    Panelist Arjun Sekhar

    Principal Industry Strategist, Financial Services

    Presenter Becca Weigman

    Managing Director

    Social

  • Nov 132024

    Philadelphia

    The Great MarTech Debate

    Panelist Chris Wilcox

    Director, Digital Marketing & Automation

    Panelist Kathryn Amrhein

    VP, Head of Marketing Infrastructure and Technology

    Panelist Jared Trexler

    Chief Marketing & Strategy Officer

    Moderator Bernadette Bridy

    Head of Marketing

    Breakfast

  • January 30, 2025

    Summit

    Education Summit: Optimizing Digital Experiences in Financial Services 2025

    Panelist Paul Halpern

    Chief Marketing Officer

    Panelist Jennifer Ball

    Global Chief Marketing Officer

    Panelist Michael Roberts

    Chief Marketing & Communications Officer

    Panelist Pinki Mehta

    SVP/MD, Global Marketing and Digital Experience

    Panelist Andrea Saporito

    Head of Digital Marketing, Wealth Management

    Panelist David Pereira

    VP, Client Digital Experience & Marketing

    Presenter Vijay Viswanathan, PhD

    Professor & Associate Dean, IMC

    Presenter Frank Dudley

    President

    New York

  • January 23, 2025

    Breakfast

    Achieving Brand Differentiation in Financial Services

    Panelist Kelly Furia

    Global Head of Marketing and Experience

    Panelis Jeff Coghan

    SVP, Digital Marketing

    Panelist Jerry Lezynski

    Vice President of Marketing and Communications

    Moderator Kevin Windorf

    CEO, FCS; CMO, 2112 Communications

    Philadelphia

  • January 5, 2025

    Summit

    FCS RFK Marketing Summit 2025

    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 than 10 hours of presentations, interviews, and […]

    Stowe, Vermont

  • December 3, 2024

    Award

    Financial Marketer of the Year Gala 2024

    Finalist Matthew Heath

    Chief Marketing Officer, EMEA & Americas

    Finalist Micky Onvural

    Chief Marketing & Communications Officer

    Finalist Lisa Caputo

    EVP, Chief Marketing, Communications and Customer Experience Officer

    New York

  • November 19, 2024

    Social

    The Future of Sports Marketing in Financial Services

    Panelist Tom Clifford

    Associate Director, Sponsorship Marketing

    Panelist Dan Pincus

    AVP, Sponsorship and Promotions

    Panelist Jon Tuck

    President

    Moderator Julian Ahye

    Head of Brand Partnerships

    New York

  • November 14, 2024

    Social

    Marketing Transformation: Strategies For Success In The AI Era

    Panelist Sherry Graziano

    Head of Digital, Client Experience, and Marketing

    Panelist Kevin Howard

    Executive Director, Digital Strategy and Growth Marketing

    Panelist Arjun Sekhar

    Principal Industry Strategist, Financial Services

    Presenter Becca Weigman

    Managing Director

    Charlotte

  • November 13, 2024

    Breakfast

    The Great MarTech Debate

    Panelist Chris Wilcox

    Director, Digital Marketing & Automation

    Panelist Kathryn Amrhein

    VP, Head of Marketing Infrastructure and Technology

    Panelist Jared Trexler

    Chief Marketing & Strategy Officer

    Moderator Bernadette Bridy

    Head of Marketing

    Philadelphia