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
News
-
May 18, 2025
FCS Portfolio Awards Honor Best in Financial Marketing and Communications for 2024
Trust & Will scores top prize for “Make It Count” TV Campaign Bank of America dominates the competition with 3 Best in Show Awards for work on its 2024 Boston Marathon Sponsorship American Express, Invesco QQQ, and PNC Bank each take home a Best in Show NEW YORK (May 2, 2025) – Last night, an […]
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
-
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 Vicki Lester
Head of Segment Marketing, Consulting & Development
Panelist Kai Tier
Executive Director, Creative Technology
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
-
November 14, 2024
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
News
-
May 18, 2025
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
-
June 10, 2025
Marketing and Communicating in Volatile Times
Panelist Tara Giuliano
Chief Marketing Officer
Panelist Angela Gholson
Head of Wealth Management Marketing
Panelist Stephanie Lerdall
Head of Corporate Communications
Moderator Raakhee Mirchandani
VP, Custom Programming and Anchor, The Trust
News
-
May 18, 2025
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
-
May 20, 2025
The Social Factor in Financial Services
Panelist Michael Kazanjian
Chief Marketing Officer
Panelist Lara Coleman
SVP, Advertising and Content Marketing
Panelist Ryann Bucher
Senior Advisor Marketing Consultant
Moderator Kristin Williamson
Managing Director, Head of Private Assets Marketing
News
-
May 18, 2025
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
-
June 4, 2025
Education Summit: Optimizing Digital Experiences in Financial Services 2025
Panelist Stacy Hammond
Managing Director, Chief Marketing Officer
Panelist Ben Stuart
Head of North America Marketing and Communications
Panelist Di Sanborn
Institutional, Developer & Base Marketing
Panelist Angelica Favela
SVP & Head of Commercial Banking Marketing
Panelist Bianca Rodrigues
Director, Digital Client Experience
Panelist Abby Domine
Chief Marketing Officer
Presenter Vijay Viswanathan, PhD
Professor & Associate Dean, IMC
Presenter/Moderator Frank Dudley
President
News
-
May 18, 2025
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.