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

  • April 12, 2023

    Social

    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

    New York

News

  • 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 […]

    New York

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

  • November 16, 2022

    Breakfast

    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

    Boston

News

  • March 27, 2023

    How big is the impact of the end of cookies on marketing attribution

    This article was provided by Andrew Chesney of FCS Corporate Member Fundamental Media. Research by Alphix Solutions and Fundamental Media reveals the scale of the problem and why marketers should act now Key points: From 2023, third-party cookies will no longer be supported by browsers, which will also affect first-party cookies The impact of this […]

    Boston

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

News

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

  • February 22, 2023

    Breakfast

    “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

    Chicago

News

Philadelphia

Chapter president Ed Nini, Principal Global Investors, currently leads our presence in Philly, where we’ve held events since 2016.

Events

  • November 9, 2022

    Breakfast

    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

    Philadelphia

News

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

News

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.