Regional Chapters and YMC
New York
The birthplace of the FCS, New York remains the hub of all national events, such as the Portfolio Awards Gala and Financial Marketer of the Year Gala. In addition, the national Board Directors are each responsible for leading up to two local events or activities a year — from luncheons and breakfasts to our annual Holiday Party to our Billiards & Libation Tastings nights and Golf & Tennis Day.
Events
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September 24, 2024
Generative AI Tipping Point
Guest Speaker Cory McCruden
Managing Director, Wealth and Asset Management
Interviewer Lananh Nguyen
U.S. Finance Editor
News
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September 8, 2024
Northwestern Mutual and CMO Lynn Teo Named FCS Financial Marketer of the Year for 2023
The Financial Communications Society (FCS) announced tonight that Northwestern Mutual and Chief Marketing Officer Lynn Teo have been named the 2023 FCS Financial Marketer of the Year. The award was presented at the New York Yacht Club during a sold-out gala dinner. A panel of 14 senior marketing executives reviewed this year’s diverse array of […]
Boston
Since 2010, the FCS has staged content-driven events in Boston. The chapter is currently led by president AnneMette Bontaites, Yahoo Finance, and VP Melissa More, Fortune.
Events
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September 19, 2024
CX Innovation in Financial Services Marketing
Panelists Wendeline Dill
Head of Advisor & Field Marketing
Panelist Jeff Wilson
Head of Marketing; Business, Corporate & Investment Banking
Panelist Greg Corrado
Head of Global Digital Marketing
Panelist Kai Tier
Executive Director, Creative Technology
Panelist Ash Ahmad
Lead Consultant, Digital Content Marketing
Presenter Frank Dudley
President
News
Charlotte
One of our most active chapters, Charlotte has been home to FCS events since 2015. The current chapter president is Megan Audette, Ally.
Events
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September 16, 2024
Moving from Personal to Hyper-Personal
Presenter Chrissy Quintana
Director of Client Experience Personalization
Panelist Kyla Kappers
Senior Director of CRM Strategy
News
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September 8, 2024
FCS Charlotte Welcomes Renee Brown, SVP Marketing, OptumCare
Triumphant return to the FCS Charlotte stage for well-regarded marketing executive
Chicago
Since 2010, the FCS has staged content-driven events in Chicago. The chapter is currently led by president Rachel O’Block, Dotdash Meredith.
Events
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February 22, 2024
SOLD OUT: Tara Giuliano, CMO, Nuveen
Guest Speaker Tara Giuliano
Chief Marketing Officer
News
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September 8, 2024
CFA Institute Shares Research on Investor Behavior towards Financial Advisors
FCS Chicago learns about investor expectations for advisory relationships
Philadelphia
Chapter president Phil Edelstein, Substance Strategy & Creative, currently leads our presence in Philly, where we’ve held events since 2016.
Events
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September 25, 2024
Wealth Management: Elite Marketing to Elite Clients
Panelist Wendeline Dill
Head of Advisor & Field Marketing
Panelist Patty Quinn McAuley, CFP®
SVP, Head of Marketing
Panelist Melissa Brandt
VP, Annuity & Investment Management Marketing
Presenter/Moderator Meredith Lloyd Rice
Vice President
News
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September 8, 2024
Private Advisor Group’s Berta Aldrich to Lead FCS Philadelphia
Financial marketing veteran Berta Aldrich named president of FCS Philadelphia
FCS West (San Francisco, Denver, Los Angeles, Seattle)
The FCS began holding events west of the Mississippi in 2013, when we launched the FCS West regional chapter out of San Francisco. Since then we’ve also hosted events in Denver and Los Angeles. Today, under chapter president and former Board Director Abiy Bekele, SmartBrief (Future PLC), we expect to add Seattle to list of FCS West host cities.
Events
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November 28, 2023
Human-Centric and Purpose-Driven Marketing
Moderator Chris Portella
EVP, Global Managing Partner
Panelist Rob Chen
Managing Director
Panelist Thierry Cornet
VP, Integrated Marketing- Media & Paid Social SME
Panelist Jessica Ulin
Senior Director
News
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September 8, 2024
Research: “The State of the American Worker”
New research from Logica Research on “The State of the American Worker”
Young Members Circle
FCS YMC is the exclusive committee for dues-paying members age 39 and younger. YMC hosts its own events, focusing on financial marketing topics as well as career planning, personal brand building, social networking and community services. Annual membership is discounted and provides a discount to all in-person FCS events.