Upcoming Events

Found 10 event(s).

  • Sep 122024

    New York

    Always Be Networking: Top B-School Professors on Career Strategies

    Presenter Greg Licciardi

    Adjunct Professor

    Presenter Brian Cash

    Adjunct Professor

    Social

  • Sep 162024

    Charlotte

    Free Event

    Moving from Personal to Hyper-Personal

    Presenter Chrissy Quintana

    Director of Client Experience Personalization

    Panelist Kyla Kappers

    Senior Director of CRM Strategy

    Webinar

  • Sep 172024

    New York

    Building a Brand at Scale

    Panelist Kaydee Marcinek

    Chief Marketing Officer

    Panelist Zara Mirza

    Chief Brand Officer

    Panelist Davis Ward

    Chief Marketing Officer

    Panelist Kerrie Cohen

    Global Head of Communications and Marketing

    Moderator Marisa Mulvihill

    Partner

    Social

  • Sep 192024

    Boston

    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

    Summit

  • Sep 242024

    New York

    Generative AI Tipping Point

    Guest Speaker Cory McCruden

    Managing Director, Wealth and Asset Management

    Interviewer Lananh Nguyen

    U.S. Finance Editor

    Social

  • Sep 252024

    Philadelphia

    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

    Breakfast

  • Sep 302024

    Virtual

    Members Only

    Free Event

    FCS MOVES: Matthew Heath, CMO, EMEA & Americas, Invesco

    Guest Speaker Matthew Heath

    Chief Marketing Officer, EMEA & Americas

    Interviewer Sheevani Raikundalia

    Head of Financial Advertising Sales, North America

    Webinar

  • Oct 102024

    New York

    Alex Craddock, Chief Marketing & Content Officer, Citi

    Guest Speaker Alex Craddock

    Chief Marketing and Content Officer

    Social

  • Nov 62024

    New York

    Research & Panel: News You Can Use

    Panelist Lou Paskalis

    CEO, AJL Advisory, LLC

    Panelist Deva Bronson

    EVP, Head of Media Responsibility

    Presenter/Moderator Steve Sachs

    Managing Director

    Social

  • Nov 212024

    New York

    Sid Ratna, CMO, Financial Advisor Services, Vanguard

    Guest Speaker Sid Ratna

    CMO, Financial Advisor Services

    Lunch

  • September 16, 2024

    Webinar

    Moving from Personal to Hyper-Personal

    Presenter Chrissy Quintana

    Director of Client Experience Personalization

    Panelist Kyla Kappers

    Senior Director of CRM Strategy

    Charlotte

    Free Event

  • September 17, 2024

    Social

    Building a Brand at Scale

    Panelist Kaydee Marcinek

    Chief Marketing Officer

    Panelist Zara Mirza

    Chief Brand Officer

    Panelist Davis Ward

    Chief Marketing Officer

    Panelist Kerrie Cohen

    Global Head of Communications and Marketing

    Moderator Marisa Mulvihill

    Partner

    New York

  • September 19, 2024

    Summit

    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

    Boston

  • September 24, 2024

    Social

    Generative AI Tipping Point

    Guest Speaker Cory McCruden

    Managing Director, Wealth and Asset Management

    Interviewer Lananh Nguyen

    U.S. Finance Editor

    New York

  • September 25, 2024

    Breakfast

    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

    Philadelphia

  • November 6, 2024

    Social

    Research & Panel: News You Can Use

    Panelist Lou Paskalis

    CEO, AJL Advisory, LLC

    Panelist Deva Bronson

    EVP, Head of Media Responsibility

    Presenter/Moderator Steve Sachs

    Managing Director

    New York