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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April 12, 2023
YMC TALKS: “The Anatomy of a Winning Campaign”
Panelist Michelle Alfano
Senior Director of Paid Digital Marketing
Panelist Tanya Fraser
SVP, Head of U.S. Cards Advertising
Moderator Alyssa Brady
Director of Marketing
News
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March 27, 2023
2023 Predictions: Advancing the Advisor and Client Experience
by Janet King, Vice President Research & Content Solutions, Arizent As current and past crises have taught us, predicting the future is not easy but anticipating trends is critical to building a resilient business. To help firms plan for the year ahead, Financial Planning recently conducted a survey among 362 wealth management professionals to predict […]
Boston
Since 2010, the FCS has staged content-driven events in Boston. The chapter is currently led by president AnneMette Bontaites, Wall Street Journal | Barron’s Group, and VP Melissa More.
Events
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November 16, 2022
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
News
Charlotte
One of our most active chapters, Charlotte has been home to FCS events since 2015. The current chapter president is Brian Roach, Ally.
Events
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May 11, 2022
FCS Charlotte Virtual Event: Personalization with the Right View of Your Customers
Panelist David Hixon
Executive Director, CRM & Marketing Analytics
Moderator Jay Calavas
Chief Innovation Officer
Panelist Scott Brannan
Senior Vice President
Panelist Janelle Straitiff
Director, Compliance
News
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March 27, 2023
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, 2023
“Institutional Investors and The Next Market Cycle”
Guest Speaker David Partain
Global Chief Marketing Officer
Presenter Jill Arthur
SVP Managing Director
Presenter Joe Soriano
VP, Group Media Director
Presenter / Interviewer Jim Gardner
Senior Director of Intelligence
News
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March 27, 2023
CFA Institute Shares Research on Investor Behavior towards Financial Advisors
FCS Chicago learns about investor expectations for advisory relationships
Philadelphia
Chapter president Ed Nini, Principal Global Investors, currently leads our presence in Philly, where we’ve held events since 2016.
Events
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November 9, 2022
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
News
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March 27, 2023
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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October 22, 2020
Members Only: Porter Gale, Chief Marketing, for Personal Capital
Guest Speaker Porter Gale
Chief Marketing Officer
News
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March 27, 2023
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 35 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.