Upcoming Events

Found 6 event(s).

  • Oct 192026

    Virtual

    Members Only

    Free Event

    Julie Parish, CMO, Nomura Asset Management International

    Guest Speaker Julie Parish

    Managing Director, Chief Marketing Officer

    Interviewer Sheevani Raikundalia

    Executive Head of Financial Services Advertising Sales, NA

    Webinar

  • Oct 262026

    Virtual

    Free Event

    Beyond Measurement: Building Marketing Influence to Drive Growth

    Presenter/Moderator Rose Baki

    Senior Partner, Head of Strategy U.S.

    Presenter/Moderator Michelle Lynn

    Global Head of Data Science & Insights

    Guest Speaker Grace Reilly

    Head of Global Client Marketing

    Guest Speaker Frank Tirado

    Head of ETF Marketing

    Webinar

  • Oct 272026

    New York

    FCS Summit: The New Rules of Financial Marketing

    Guest Speaker Tracy-Ann Lim

    Global Chief Media Officer

    Guest Speaker Russell Messner

    Head of Financial Advisor Services Marketing

    Guest Speaker Kallana Warner

    VP, Performance Marketing & Media Strategy

    Guest Speaker Vivian Tu

    Guest Speaker Dani McDonald

    Head of Brand Marketing

    Moderator Davis McCain

    Researcher

    Presenter Vita Molis

    Global Head of Thought Leadership Research, B2B Institute

    Interviewer Leah Smart

    Senior Editor & “Everyday Better” host

    Interviewer Davang Shah

    Vice President of Marketing

    Summit

  • Nov 42026

    New York

    Playing to Win: The New Playbook for Financial Brands in Sports

    Panelist Tom Cerasoli

    Head of Sponsorship & Partnership Management

    Panelist Kimberlee Mertz

    Head of Brand and Marketing, Investment Bank

    Panelist Matthew Slivinski

    Global Head of Marketing

    Moderator Rob Pfeiffer

    VP, Sales

    Lunch

  • Nov 162026

    Virtual

    Members Only

    Free Event

    Virginia Ford-Young, CMO, S&P Global Ratings

    Guest Speaker Virginia (Gins) Ford-Young

    Chief Marketing Officer

    Webinar

  • Dec 72026

    Virtual

    Members Only

    Free Event

    Linda Arrington, Marketing Executive, Americas at UBS

    Guest Speaker Linda Arrington

    Co-Head, GWM US Marketing

    Webinar

  • October 26, 2026

    Webinar

    Beyond Measurement: Building Marketing Influence to Drive Growth

    Presenter/Moderator Rose Baki

    Senior Partner, Head of Strategy U.S.

    Presenter/Moderator Michelle Lynn

    Global Head of Data Science & Insights

    Guest Speaker Grace Reilly

    Head of Global Client Marketing

    Guest Speaker Frank Tirado

    Head of ETF Marketing

    Virtual

    Free Event

  • October 27, 2026

    Summit

    FCS Summit: The New Rules of Financial Marketing

    Guest Speaker Tracy-Ann Lim

    Global Chief Media Officer

    Guest Speaker Russell Messner

    Head of Financial Advisor Services Marketing

    Guest Speaker Kallana Warner

    VP, Performance Marketing & Media Strategy

    Guest Speaker Vivian Tu

    Guest Speaker Dani McDonald

    Head of Brand Marketing

    Moderator Davis McCain

    Researcher

    Presenter Vita Molis

    Global Head of Thought Leadership Research, B2B Institute

    Interviewer Leah Smart

    Senior Editor & “Everyday Better” host

    Interviewer Davang Shah

    Vice President of Marketing

    New York

  • November 4, 2026

    Lunch

    Playing to Win: The New Playbook for Financial Brands in Sports

    Panelist Tom Cerasoli

    Head of Sponsorship & Partnership Management

    Panelist Kimberlee Mertz

    Head of Brand and Marketing, Investment Bank

    Panelist Matthew Slivinski

    Global Head of Marketing

    Moderator Rob Pfeiffer

    VP, Sales

    New York