Past Events
Found 18 event(s).
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Feb 232026
Heather Netrosio, Head of U.S. Client & Marketing Strategy, RBC Capital Markets
Guest Speaker Heather Netrosio
Head of U.S. Client & Marketing Strategy
Interviewer Troy O’Brien
Sales Director, Finance
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Feb 182026
Digital Marketing Strategies 2026: Leveraging AI, Data and Automation for Growth
Panelist Paula Pullano
Global Head of Marketing, Investments & Wealth
Panelist Greg Boosin
Chief Marketing Officer
Panelist Shana Sood
Chief Marketing & Communications Officer, Individual Life Insurance
Panelist Pradip Sigdyal
Head of Digital Marketing Strategy, Americas
Panelist Aparna Menon
Head of U.S. Digital Marketing & MarTech Transformation
Panelist Veronica Mendoza
Vice President of Growth Marketing
Presenter Vijay Viswanathan, PhD
Professor & Associate Dean, IMC
Presenter/Moderator Frank Dudley
President
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Jan 262026
Danielle Robles, CMO, Private Client Banking, JPMorgan Chase
Guest Speaker Danielle Robles
CMO, Private Client Banking
Interviewer Jimmy Saunders
Executive Director
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Dec 152025
Jennifer Ball, CMO, Franklin Templeton
Guest Speaker Jennifer Ball
Global Chief Marketing Officer
Interviewer Sheevani Raikundalia
Head of Financial Advertising Sales, North America
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Dec 112025
AI in Financial Services Marketing
Moderator Lynn Hobson
SVP, Chief Marketing Officer
Panelist Kim Cosgrove
SVP of Communications
Panelist Ali McCarthy
Chief Marketing Officer
Panelist Patty Quinn McAuley, CFP®
SVP, Head of Marketing
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Dec 102025
3 Chief Marketing Officers To Kick Off Holiday Party with Outlook 2026 Panel
Panelist Dipti Kachru
Global Chief Marketing Officer
Panelist Jessica Fernandez
Global Chief Marketing Officer
Panelist Henry Detering
Chief Marketing Officer
Moderator Damon Webber
Strategic Marketing Executive
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Dec 92025
How Corporate Reputation Drives Brand Equity
Panelist Anita Liskey
Global Head, Brand Marketing & Communications
Panelist Deana Lewis
Chief Marketing Officer
Panelist Grace Wood
Brand Director
Presenter/Moderator Michelle Lynn
Global Head of Data Science & Insights
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Dec 22025
FCS Financial Marketer of the Year Gala 2025
Finalist Stephen Tisdalle
Chief Marketing Officer
Finalist Tara Giuliano
Chief Marketing Officer
Finalist Richard Parkinson
Chief Brand & Marketing Officer
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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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Heather Netrosio, Head of U.S. Client & Marketing Strategy, RBC Capital Markets
Guest Speaker Heather Netrosio
Head of U.S. Client & Marketing Strategy
Interviewer Troy O’Brien
Sales Director, Finance