FCSI Events

Monthly Luncheon

Thu, 19 Sep 2013 12:00:00 GMT

Join us as our monthly luncheon series continues with Marty Willis, OppenheimerFunds. Online reservations coming soon.

Content Marketing World - Financial Summit (an FCS Sponsored Event)

Thu, 12 Sep 2013 08:00:00 GMT

TBD

Content Marketing World - Financial Summit (an FCS Sponsored Event)

Thu, 12 Sep 2013 08:00:00 GMT

TBD

14th Annual FCS Charity Golf Tournament

Mon, 29 Jul 2013 12:00:00 GMT

Please join us for the 14th Annual FCS Charity Golf Tournament, benefiting our three children’s charities: - Downey Side Adoption Agency - Hope & Heroes Children's Cancer Fund - Make a Wish Foundation AGENDA 10:00 am Registration & Brunch 11:00 am Putting & Driving Range Contests 12:00 pm Shotgun Start 4:30 pm BBQ & Cocktails 4:30 pm 19th Hole Shootout 5:30 pm Awards For more information, please contact one of the FCS Golf Co-Chairs: - Teri James, Conning Asset Management (Teri.James@conning.com) - Joe Parsons (Joseph.parsons@institutionalinvestor.com) - Kelly Pettersen, Macquarie (kelly.pettersen@macquarie.com)

Branding in the Age of Volatility

Wed, 19 Jun 2013 11:30:00 GMT

Please join us Wednesday June 19th for a lunch and lively conversation with Anita Liskey, CME Group’s head of corporate marketing and communications.

CME Group is a storied company combining the 160-year old legacies of the Chicago Mercantile Exchange, the Chicago Board of Trade and the New York Mercantile Exchange. Each year the company handles approximately 3 billion futures and options contracts worth $1 quadrillion, an essential component to smoothly functioning financial markets worldwide.

Anita Liskey, CME Group’s head of corporate marketing and communication, will present a compelling story of managing the CME brand – from humble beginnings to the heights of success through the depths of crises – that will be of interest and value to anyone dealing with challenges facing the financial services industry. The Q&A session promises to be enlightening, engaging and entertaining.

1st Annual FCS Tennis Day

Mon, 17 Jun 2013 11:00:00 GMT

TBD Online reservations coming soon.

Changing Face of Retirement - 5th Annual Education Summit

Wed, 22 May 2013 08:00:00 GMT

Join us for a half day of opinion leaders, top financial marketers and retirement planning professionals providing insights and offering solutions to one of the most challenging issues of our generation. This is a must attend event for all who currently market retirement products or need to develop strategies for the future.
Speakers:

Robert Powell, Retirement Editor, Dow Jones MarketWatch

Lori Sackler, Financial advisor at Morgan Stanley, Radio Host and author of The M Word

Joe Coughlin, Director of MIT's Age Lab
Panelists:

Rob Cirrotti, Pershing - a BNY Mellon company

Morgan Gold, TIAA-CREF

Dipti Kachru, J.P. Morgan Asset Management

Kurt Mansfield, Prudential

Dave Wozniak, Lincoln Financial

Bree Sheahan, Ameriprise
Venue: Thomson Reuters, 3 Times Square, 30th floor Amphitheater
Reserve early to save your place.

19th Annual FCS Portfolio Awards

Thu, 16 May 2013 17:30:00 GMT

Cocktail reception, buffet dinner, awards presentation, after-party with DJ & dancing. Black tie.

FCS Chicago: Localizing National Marketing Strategies for Greater Impact & Resonance

Thu, 09 May 2013 11:30:00 GMT

Presentation on localizing national marketing campaigns and the power those efforts can have on building a strong brand by Fifth Third Bank Senior Vice President of Marketing, Holly Hughes. With over 15 years of business and marketing experience, Hughes offers a wealth of knowledge that can be applied across the financial services industry. The presentation and Q&A will cover a number of interesting topics including battling Wall Street’s reputation in the engagement of a community, understanding what really resonates locally and the importance of employee engagement.

FCS West: April Breakfast

Wed, 24 Apr 2013 08:00:00 GMT

Presentation of the annual Edelman Trust Barometer followed by a panel discussion with: Chris Matthews, SVP, Brand Management, Bank of the West; Alan May, VP, Just Media; Mary Dent, General Counsel, SVB Financial Group; Mike Kuczkowski, GM, Edelman San Francisco; Moderated by Chrystia Freeland, Editor, Thomson Reuters Digital.

FCS Boston Luncheon: “Rebranding in Financial Services: Evolution or Revolution”

Tue, 23 Apr 2013 12:00:00 GMT

Panel discussion with Michele Barlow, Bank of America; Len Blaifeder, BNY Mellon; Vicki Lester, Columbia Management; moderated by Robert Powell, MarketWatch. Keynote Speaker: John Verret, Associate Professor, Advertising, Boston University.

$85 - General Admission

$850 - Table of 10

April Luncheon: T. Rowe Price

Thu, 18 Apr 2013 12:00:00 GMT

Please join us as our monthly luncheon series continues with Sylvia Toense, Head of Global Institutional Marketing, T. Rowe Price.

FCS Chicago April Luncheon: Beyond the Banner – Content Integration Marketing

Thu, 18 Apr 2013 11:30:00 GMT

What is content integration marketing and how can it help my brand? Join a panel of financial services marketing experts as they explore the topic in depth, including: Opportunities and challenges - How best to reach the target audience - Measuring results - Successful strategies - Including case studies from BMO Harris, NYSE Euronext and Zurich Insurance Panelists - Mani Oller, Vice President and Senior Marketing Manager, BMO Harris Bank - Jennifer Lester, Managing Director, NYSE Euronext - Jeremy Ahto, Head of Brand Marketing, Zurich Insurance Moderator - Greg Yates, Vice President of Marketing, InvestingChannel

FCS Job Shadow Day

Wed, 10 Apr 2013 09:00:00 GMT

Wednesday, April 10, 2013 9AM-12PM with Junior Achievement

Luncheon: BNY Mellon

Tue, 19 Mar 2013 12:00:00 GMT

Please join us as our monthly luncheon series continues with Brantley Orrell, Managing Director, Brand Marketing, BNY Mellon and Len Blaifeder, Director of Global Advertising, BNY Mellon.

FCS Wine Education Event

Thu, 07 Mar 2013 18:30:00 GMT

SOLD OUT

Red and white regional wines from special corners of France will be served, drawing upon selections from Daniel Johnnes, importer and wine director for Daniel Boulud’s New York restaurants including Daniel, DB Bistro, DBGB, Café Boulud and Bar Boulud.

6:30 pm – Doors open, tasting notes and raffle at entry, five wine stations and food service begins

7:00 pm – Welcoming remarks, thank you to sponsors

8:00 pm – Raffle winners announced

8:30 pm – Final remarks, doors close

Sponsorship: Opportunities are still available to join the sponsors for this event. Please contact chairpersons Gordon Able (gordon.abel@jpmchase.com) or John Mittnacht (jmittnacht@tiaa-cref.com)

Grand Cru Sponsor: SmartBrief

Corporate Sponsors: Barron’s, CNBC, CNN, CoreBrand, FT Wealth, Investors Business Daily and Investors.com, Leo Burnett Business, LinkedIn, Maritz Research, McGarry Bowen, MediaVest, The Wall Street Journal, Wired

FCS WEST CMO SPOTLIGHT EVENT Raj Seshadri, Managing Director, Global Chief Marketing Officer, iShares

Wed, 06 Mar 2013 08:00:00 GMT

FCS Race for Kids 2013

Thu, 03 Jan 2013 18:00:00 GMT

The Financial Communications Society (FCS), in partnership with Stowe Mountain Resort, is proud to present Race for Kids 2013 -- marketing summit and charity fundraiser for three important charities:

Hope and Heroes Children’s Cancer Fund
Downey Side
The Make-a-Wish Foundation of Vermont

The event attracts ski buffs and winter revelers from the advertising and media communities and their clients, friends and families.

Fireside Forums
The weekend will once again include presentations and panel discussions with top marketers. With our annual charity ski event as a backdrop, this Summit will provide an intimate setting for networking and the sharing of relevant ideas and industry information. Our content-driven presentations will focus on compelling topics, including Integrated Marketing, Social Media, New Advertising Trends, and more! Details coming soon!

Stowe Coach
Spare yourself the hassle and cost of airline travel and rental cars with the Stowe Coach, direct service from midtown Manhattan to the Stowe Mountain Lodge. Cick here for details.

Visit http://www.fcsraceforkids.org for more info and sign up today!

December Luncheon: State Street Global Advisors

Thu, 13 Dec 2012 12:00:00 GMT

Please join us as our monthly luncheon series continues with Gary MacDonald, Senior Managing Director, Global Head of Marketing at State Street Global Advisors, and David Bernstein, Executive Creative Director at The Gate Worldwide.

45th Anniversary Gala: Casino Royale

Tue, 04 Dec 2012 18:00:00 GMT

To celebrate the 45th Anniversary of the Financial Communications Society, join the FCS for a "Casino Royale" Night to benefit our three children's charities: Downey Side Adoption Agency, Hope for Heroes Children's Cancer Fund, and Make-a-Wish Foundation of Vermont.

The evening's theme is the 1967 James Bond classic, Casino Royale - replete with gaming tables, a high-stakes poker tournament and lots of martinis "shaken, not stirred." With the elegant Metropolitan Pavilion as a backdrop, the evening promises to be full of fun, intrigue, and great networking.

6:00pm - Open bar and passed hors d'oeuvres
6:30pm - Games begin. Casino running from 6:30 to 9:30 in the main room and a high-stakes poker tournament running concurrently.
7:00pm - buffet dinner, including several 'tasting' stations, followed by dessert and coffee bar.

Sponsorship
Click here to download the sponsorship opportunities PDF. For more information, please contact RuthAnne Dreisbach, Event Chair, at 212.776.1240, rad@dreisbachdesign.com.

Financial Marketer of the Year 2012: CFE Deadline Extended: November 28th, 5pm

Wed, 28 Nov 2012 17:00:00 GMT

DEADLINE EXTENDED TO WEDNESDAY, NOVEMBER 28, 2012

The FCS Financial Marketer of the Year Award recognizes innovation, creativity and impact in the financial services marketplace, and rewards the marketer and the marketing leader responsible. The 2012 Award will celebrate a strong marketer and the marketing executive who has provided an inspiring example of how marketing and communications can advance a firm’s business objectives and elevate the standard for exceptional work in the marketplace. The nomination form is now available.

Please save the following dates:

Call For Nominations: Open NOW
Nomination Window Closes: Wednesday November 28th
FMY 2012 NY Yacht Club Ceremony: January 31, 2013

Sponsored by CNBC and the Wall Street Journal.

2012 Co-Chairs: Christine Bacon, Hayward Henderson, John Mittnacht, Robert Foothorap

For other promotional opportunities, please contact event co-chair Hayward Henderson at haywardh@gmail.com. Contact Jennider Masiello-Sama for all other inquires at 917-226-3979, jennifer@fcsinteractive.com.

Click here to download more info and nomination form!

The Changing Landscape of Retirement Marketing

Wed, 28 Nov 2012 08:30:00 GMT

8:00 am - Continental breakfast
8:30-9:30 am - Panel discussion

Le Méridien
333 Battery Street
San Francisco

As marketers focused on investors, 401(k) plan participants and advisors focused on retirement, what best practices and strategies work in the fast changing environment?

CRAIG MATTERS, Managing Editor of MONEY Magazine will moderate a panel of experts discussing the challenges of increasing contribution rates, their segmentation and messaging strategies, and the education and communication efforts needed to help investors retire comfortably, on time.

Panelists:
SCOTT DINGWELL
Director, Head of DC Participant Communications, BlackRock

MICHAEL DOSHIER
VP Retirement, Global Client Marketing Services, Franklin Templeton Investments

ROB ELFNER
SVP - Director, Retirement Marketing, Wells Fargo

Chicago Luncheon: CMO Spotlight - Edward Jones

Thu, 15 Nov 2012 11:30:00 GMT

11:30 a.m. – Noon – Networking Noon - 1:30 p.m. – Discussion and Lunch

Join us on November 15th for lunch and an insightful conversation on marketing featuring Brad Iversen, Principal and Chief Marketing Officer at Edward Jones.

Brad, who joined Edward Jones in 2007, is responsible for all marketing functions, including advertising, direct marketing, marketing research, online marketing, client and associate communications and public relations, and he serves on the firm's management committee.

All Edward Jones marketing initiatives focus on bringing to life the firm's unique business strategy, which fosters face-to-face relationships between clients and their financial advisors in more than 10,000 local offices around the U.S. The firm is focused entirely on meeting the needs of individual investors and eschews “hot” investments in favor of a long-term investing outlook that emphasizes quality and diversification.

Brad will give an overview of the face time marketing strategy and explain how Edward Jones leverages it to compete successfully year after year. He’ll also discuss how the firm plans to navigate the challenges that lie ahead.

Members In Transition should call Jennifer Masiello (917-226-3979; jennifer@fcsinteractive.com) for a special discount.

FCS Wine Education Event POSTPONED

Thu, 01 Nov 2012 18:30:00 GMT

Due to the conditions following Hurricane Sandy, the Nov 1 Wine Education event has been postponed. We will keep you posted regarding a new date. Contact Jennifer Masiello-Sama with any questions.

October Luncheon: Allianz

Thu, 18 Oct 2012 12:00:00 GMT

Please join us as we continue our monthly luncheon series with Julia Gutz Moller, Senior Director, US Marketing, Allianz.

Presenting sponsor: The Wall Street Journal

Washington, DC Breakfast: Powershifts: Washington & Wall Street

Tue, 16 Oct 2012 08:00:00 GMT

Opening presentation by Michael W. Robinson, Executive Vice President, LEVICK.
Panel discussion with:
- Sylvia Toense, Global Head of Institutional Marketing, T. Rowe Price International
- Kathleen Wailes, Senior Vice President, LEVICK
- Jeffrey Wilson, Senior Vice President, Marketing Communications, Corporate Finance, GE Capital
- Candida "Candi" P. Wolff, Executive Vice President and Head of Global Government Affairs, Citi
Moderated by Marcus Brauchli, Executive Editor, The Washington Post

Co-sponsored by The Washington Post and LEVICK

SAN FRANCISCO: Social Media Breakfast Panel

Thu, 27 Sep 2012 08:00:00 GMT

Social Media 2012: Creating Content To Wrap Audiances Around Your Brand

Your brand is on Facebook and Twitter. So now what? This FCS breakfast panel discussion explores how brands are successfully using content to engage with customers and convert followers to buyers. Panelists include:

- Helen Loh, Vice President, Content & Digital Marketing, Charles Schwab
- Joel Nathanson, Head Of Social Media, Bank Of The West
- Renee Brown, SVP, Director Of Social Media, Wells Fargo
- Mark Lewis, Head Of Strategy, Inferno
Moderated by Tiernan Ray, Columnist, "Tech Trader", Barrons.com

Sponsored by Barron's, info hors d'oeuvre by Y INTERACT, Investor's Business Daily, Financial Times, Fortune Money Group, Seeking Alpha.

FCS Bowling Event

Tue, 18 Sep 2012 18:00:00 GMT

Presenting Round Three of the FCS Charity Bowling Tournament.

Boston: Marketing's Imperative at Merrill Lynch and U.S. Trust

Tue, 18 Sep 2012 12:00:00 GMT

Please join the FCS in Boston as we welcome Justine Metz, Marketing and Sales Support Executive for Global Wealth & Investment (GWIM) Marketing for Bank of America Merrill Lynch.

Sponsored by CNN Money, Fortune, Money, Time

Free Raffle of a Kindle Fire, sponsored by Amazon.

September luncheon: TD Ameritrade

Thu, 13 Sep 2012 12:00:00 GMT

Join us as our monthly luncheon series continues with Denise Karkos, Managing Director, Brand Strategy and Marketing Communications at TD Ameritrade.

Presenting sponsor: The Wall Street Journal

FCS Chicago Luncheon: Northern Trust

Wed, 12 Sep 2012 11:30:00 GMT

Join us on September 12 for lunch and an insightful conversation on marketing planning and measurement featuring Kelly Mannard, Executive Vice President and Global Head of Marketing, Communications and Community Affairs at Northern Trust.

Over the past seven years, Kelly has orchestrated a dramatic reshaping of the marketing function at Northern Trust -- moving from a highly decentralized, bottom-up model to a unified global practice.

At a time of declining trust in financial institutions, Northern Trust has emerged in recent years with a burnished reputation, a growing client base and increasing assets, with more than $700 billion in assets under management and more than $4 trillion in assets under custody.

Critical to that effort has been establishing a new marketing planning process. While this yielded a more focused and strategic marketing effort, measuring results and quantifying value brought its own set of challenges. Kelly will share her perspective as a professional who has chartered a new course at Northern Trust to focus marketing resources on what matters most. We hope you can participate in this discussion of how effective planning, management and measurement can help marketers generate organizational support and build your company's brand.

FCS Second Annual Summer Soirée

Tue, 28 Aug 2012 18:00:00 GMT

Please join the FCS Chicago Chapter at our Second Annual Summer Soiree!

13th Annual Golf Outing

Mon, 30 Jul 2012 10:00:00 GMT

Please join the Financial Community Society's 13th Annual Charity Golf Tournament on Monday, July 30th, at Wykagyl Country Club in Westchester. Your generous sponsorship goes directly to our charities - Downey Side Adoption Agency, The Hope & Heroes Children's Cancer Fund and Make a Wish Vermont.

A foursome includes brunch, day of golf, BBQ & cocktails, and 1 Raffle Ticket:

• 10:00 am -- Registration & Brunch
• 11:00 am -- Putting & Driving Range Contests
• 12:00 pm -- Shotgun Start
• 4:30 pm -- BBQ & Cocktails
• 4:30 pm -- 19th Hole Shootout
• 5:30 pm -- Awards

For sponsorship, contact Teri James at Conning (Teri.James@conning.com), Jon Humphreys at JP Morgan (jonathan.d.humphreys@jpmorgan.com) or Joe Parsons at The Economist (joeparsons@economist.com) for more information.

For information regarding individual ticket sales, contact Jennifer Masiello at jennifer@fcsinteractive.com, 917-226-3979.

July Luncheon: NYSE Euronext

Thu, 19 Jul 2012 12:00:00 GMT

Please join us as our monthly luncheon series continues with Marisa Ricciardi, NYSE Euronext.

Chicago: Navigating the New Normal: Financial Communications in Today's Tumultuous Times

Thu, 28 Jun 2012 11:30:00 GMT

Low levels of trust, high demands for transparency, increased regulation and an increasingly 24-hour, linked-inworld. How are Chicago's financial institutions surmounting these challenges to market their products and build their brands?
Join us Thursday, June 28th for a lunch and cutting-edge conversation with three of Chicago's top financial communicators about what it takes for financial services companies to navigate the "new normal":

- Kathy Beiser, Vice President, Corporate Communications, Discover Financial Services LLC
- Deb Fiddelke, Senior Vice President, Public Affairs, Edelman
- Doug Holt, Senior Vice President, Corporate Communications, Northern Trust

Moderating the discussion will be Matthew Ragas, Ph.D., Assistant Professor, College of Communication, DePaul University.

S&P Indices Global Advertising: "Let's Find Out - Strategic Questions Answered Through Leadership Media"

Wed, 06 Jun 2012 12:00:00 GMT

Join us as our monthly luncheon series continues with Chris O’Brien, Managing Director, Global Business Development & Marketing, S&P Indices, and Brian Carlock, EVP, Creative Director, The Carpenter Group

18th Annual Portfolio Awards

Wed, 16 May 2012 17:30:00 GMT

Location:
Terminal 5
610 West 56th Street (just west of 11th Avenue)
New York City

Time:
5:30 PM - Cocktail Reception
7:00 PM - Buffet Dinner
8:00 PM - Awards Program
9:00 – 10:30 PM - After-Party with live music by FISH FINGER (8 piece rock cover band)

Attire:
Black Tie (Traditional or Creative)

Featured Presenters:
Paul Alexander, Senior Vice President Corporate Communications, Liberty Mutual
Jim Speros, EVP & Chief Marketing Officer, Fidelity
Marty Willis, Chief Marketing Officer, Oppenheimer Funds

To reserve a table or to purchase individual tickets, please contact the FCS Administrative Director, Jennifer Masiello at 917-226-3979, jennifer@fcsinteractive.com.

FCS April Luncheon: Lincoln Financial

Thu, 19 Apr 2012 12:00:00 GMT

Please join us as our monthly luncheon series continues with Dave Wozniak, Lincoln Financial.

FCS Chicago Luncheon: Principal Financial Group

Thu, 12 Apr 2012 11:30:00 GMT

Senior Vice President and Chief Marketing Officer with the Principal Financial Group, Mary O’Keefe will discuss the development, implementation and success of Principal’s breakthrough “Dream Again” campaign and share with members “a day in the life” of a highly successful CMO.

Education Summit - Baby Boomers… or Bust: How to Market to and Influence the 50+ Consumer

Wed, 11 Apr 2012 08:00:00 GMT

3 Times Square
New York, New York

Hosted by Reuters, the full-morning agenda will feature presentations by Dr. Joseph Coughlin, who founded MIT's AgeLab, and Brent Bouchez, co-founder of Five-0, an agency dedicated to marketing to baby boomers. Two panel discussions will be moderated by journalists from Ad Age and SmartMoney. Panelists from leading financial companies will discuss how they're overcoming the challenges of reaching the 50+ consumer, including the implementation of effective and perhaps surprising digital tactics.

Panelists include:
- Benji Baer, JP Morgan Chase
- Kim Sharan, Ameriprise Financial
- Jamie DePeau, Lincoln Financial
- Scott Dingwell, BlackRock

The Summit is sponsored by The Wall Street Journal and BARRON’S.

FCS March Luncheon: Citi

Thu, 22 Mar 2012 12:00:00 GMT

Please join us as our monthly luncheon series continues with Michelle Peluso, Global Consumer Chief Marketing & Internet Officer, Citibank. Sponsored by The Wall Street Journal

Firm Deadline for Portfolio Awards

Fri, 16 Mar 2012 01:00:00 GMT

OFFICIAL CALL FOR ENTRIES
Deadline: March 16, 2012

In the dynamic year of financial marketing that was 2011… did your work shine through?

You can shine a light on your great marketing work in these categories: TV, Print, Out-Of-Home, Direct Mail, Interactive, Web Sites, Multimedia, Collateral and Public Relations.

Once again we’ll honor Best-In-Show winners in Corporate Image, Consumer Retail, Business-to-Business, Digital Media

Firm deadline for all entries is Friday, March 16, but early bird discounts are available for entries received by February 23.

CLICK HERE to download the Official Entry Form, with full instructions.

Questions can be sent to FCS Portfolio co-chairs Elizabeth Brooks at 212-597-5695; elizabeth.brooks@wsj.com or John Derbick at 212-578-0151; jderbick@metlife.com.

Marketing to RIA’s: Getting Noticed Amid the Noise

Thu, 01 Mar 2012 11:30:00 GMT

It’s the fastest growing and most independent segment of the financial advisory industry – Registered Investment Advisors. Within this market, about the only thing you can count on is that you will encounter a vast diversity of business models.

What are the best practices to reach this valuable market? Hear from our experienced marketing panel members about the strategies they have seen work in extending your message. Panelists will touch on using social media, identifying product platform choices, recruiting advisors, and effective wholesaling to this channel. With the RIA market expected to experience even more growth in 2012, you won’t want to miss this informative panel to help you target this lucrative market.

To sign up for this event, email jennifer@fcsinteractive.com or call 917-226-3979.

FCS Breakfast Series: Communicating Critical Events

Tue, 28 Feb 2012 08:00:00 GMT

Changes at the top pose an extraordinary risk for many public companies and their enterprise value. With CEO turnover levels at the highest rate in six years, managing this type of risk is now clearly considered normal course of business for most directors, management teams and communications professionals.

Presenter:
Bryan Armstrong, Managing Director & Head of Capital Markets Research, FTI Consulting

Panelists:
- Matt Hickerson, Head of Corporate Communications and Marketing, Americas, Macquarie Group
- Elizabeth Saunders, Americas Chairman of the FTI Strategic Communications Practice|
- Jeanne Branthover, Head of Global Financial Services Practice, Boyden Global Executive Search
- Moderated by Franceso Guerrera, Editor, “Money & Investing,” The Wall Street Journal

Sponsored by FTI Consulting

Tickets:

$35 Members
$50 Non-members
$350 Tables of Ten

To sign up for this event, email jennifer@fcsinteractive.com or call 917-226-3979.

Early Bird Deadline for Portfolio Awards

Thu, 23 Feb 2012 17:00:00 GMT

Click here to download the Call for Entries.

FCS February Luncheon

Thu, 23 Feb 2012 12:00:00 GMT

Please join us as our monthly luncheon series continues with Nick Utton, Chief Marketing Officer, E Trade.

To sign up for this event, email jennifer@fcsinteractive.com or call 917-226-3979.

6th Annual FCS Financial Marketer of the Year

Thu, 26 Jan 2012 11:30:00 GMT

The Financial Communications Society is proud to announce that the 6th Annual FCS Financial Marketer of the Year is Liberty Mutual Insurance. Paul Alexander, SVP, will accept the award at a gala luncheon on Thursday, January 26th.

Join us at the legendary New York Yacht Club to toast the financial marketer who rose above all challenges of 2011.

Presenting Sponsor: CNBC
Cocktail Reception Sponsor: The Wall Street Journal

Building a World-Class Marketing Team: A Conversation with Frank Wheeler

Thu, 26 Jan 2012 11:30:00 GMT

How do you marry two distinct firms, each with its own unique structure, strengths and focus, into a single organization that is highly aligned with the needs of its internal and external clients? With the one year anniversary of Nuveen’s acquisition of FAF Advisors’ mutual fund business, Frank Wheeler shares his insight on the challenges, opportunities, surprises and successes of an undertaking that has helped strengthen the value and identity of this recognized mutual fund family.

We hope you will join us for this lively and informative conversation.

FCS Race for Kids - The Passing Zone

Sat, 07 Jan 2012 20:30:00 GMT

On Saturday night, Jan 7, during our Race for Kids weekend, there will be a special benefit performance by The Passing Zone - a two-man comedy troupe that takes juggling to new heights. With fun for the whole family, the benefit is open to the public, but Race for Kids participants can purchase discounted tickets.

Funds raised will go towards the Waterbury Food Pantry.

FCS December Luncheon

Thu, 15 Dec 2011 12:00:00 GMT

Please join us for a special December holiday luncheon. Kim Davis, President, JP Morgan Chase Foundation will be speaking on "Charitable Giving and Financial Services."

Luncheon reservation includes a free raffle ticket.

Chicago Cocktails with Content Holiday Event: Up, Down or Sideways: Which Way from Here for The Global Economy?

Thu, 08 Dec 2011 17:30:00 GMT

Jitters about the Euro, downgrade of the U.S.' credit rating and a tsunami in Japan delivered shocks to the global economy in 2011. What's ahead for 2012?

Panelists:
- David Wessel, Economics Editor, The Wall Street Journal
- Paul Kasriel, Chief Economist Northern Trust
- Robin Harding, US Economics Editor, Financial Times

Moderator: Doug Holt, Head of Corporate Communications, Northern Trust

Featured Speakers:

David Wessel is economics editor of The Wall Street Journal and writes the "Capital" column, a weekly look at the economy and forces shaping living standards around the world. He also appears frequently on National Public Radio and WETA's Washington Week. He is the author of the best-seller, "In Fed We Trust: Ben Bernanke's War on the Great Panic" (Crown/Random House, 2009.) David has shared two Pulitzer Prizes, and is the co-author, with Wall Street Journal reporter Bob Davis, of Prosperity, a 1998 book on how the forces of education, globalization and technology are shaping the fortunes of the American middle class.

Paul L. Kasriel, Chief Economist of Northern Trust, joined The Northern Trust Company in 1986. Paul is a recipient of the annual Lawrence R. Klein Award for having the most accurate economic forecast over a four-year period among the Blue Chip survey participants. In January 2009, The Wall Street Journal and Forbes cited Paul as one of the few who identified early-on the formation of the housing bubble and foresaw the economic and financial market havoc that would ensue once it burst. Paul is the co-author of a book entitled Seven Indicators That Move Markets.

Robin Harding is US Economics Editor for the Financial Times, covering the US Federal Reserve and the US Treasury. Based in Washington, his beat includes US economics, financial markets and business. Previously, Harding served as Tokyo correspondent for the FT, where he covered the Bank of Japan and the country's technology sector. Prior to this, he served as a London-based economics leader writer

FCS Holiday Party

Tue, 06 Dec 2011 18:30:00 GMT

Join the Financial Communications Society for its highly anticipated holiday party, in one of Manhattan's most unique and fascinating entertainment settings, The Explorer's Club.

Cocktails and passed hors d'oevres in The Explorers Club library on the second floor.

Mobile 101: Empowering and Engaging Audiences on the Go

Thu, 10 Nov 2011 18:30:00 GMT

Learn how marketers can use mobile apps (iPhone/iPad, Android, BlackBerry, and more) to engage customers and build loyalty at the November Cocktails with Content reception and discussion featuring the following panelists:

- Bryan VanDyke, Vice President, eBusiness & User Experience, Prudential
- Michael J. Lacorazza, Director, Advertising & Brand Management at TD Ameritrade
- John Nitti, Executive Vice President, Zenithmedia
- Michael Ellison, President, Corporate Insight

Moderated by Peter Kafka, AllThingsD

First-ever FCS West Coast Event - Social Media & Financial Services Marketing: What’s Next is Now

Tue, 01 Nov 2011 08:00:00 GMT

The Financial Communications Society, a not-for-profit organization founded in 1967 to help financial marketers connect and stay on top of industry trends, will host its inaugural event on the West Coast with a high-caliber breakfast in San Francisco. Tuesday, November 1, 2011.

Presentation by Michael Ellison, President, Corporate Insight, "Money on the Move: Financial Services in a Social and Mobile World"

Followed by a panel discussion with:

- Juan Silvera, SVP of eMarketing, Union Bank
- Lindsay Tiles, Director of Public Relations, Charles Schwab
- Pete Boland, Managing Director, Global Brand, BlackRock
- Matt Day, SilverFox

Moderated by Brian Cronk, Editorial Director, Dow Jones Content Lab.

FCS Night of Charity Bowling (SOLD OUT)

Wed, 26 Oct 2011 18:00:00 GMT

This event is SOLD OUT

For tickets, cancellations or a wait list, please contact Jennifer Masiello at (917) 226-3979, jennifer@fcsinteractive.com.

October Luncheon: Vanguard

Thu, 20 Oct 2011 12:00:00 GMT

Join us as our monthly luncheon series continues with Bert Dalby, Principal, The Vanguard Group

Chicago: Social Media and Financial Communications 2.0

Thu, 20 Oct 2011 11:30:00 GMT

Save the Date: Details Coming Soon.

Breakfast Club: China

Tue, 04 Oct 2011 08:00:00 GMT

Presentation: The New China
John Pomfret will put vivid, human faces on the complex changes overtaking China. He will offer us unrivalled familiarity with all aspects of The New China – from its social life and politics to the meteoric emergence of the business community and market economy. Prepare to gain insights about doing business in China and who sits across the table.

We will follow John's presentation with a lively Q&A session. A copy of his book – CHINESE LESSONS – will be available for all those who attend.

- 8:00–8:30: Breakfast
- 8:30–9:15: Jon Pomfret – Asia Diplomatic Correspondent for The Washington Post
- 9:15–10:00: Panel discussion with Mr. Pomfret; Hongfei Huang, CEO of Insigma USA; and Jose Rasco, Sr. Investment Strategist, HSBC Private Bank Americas. moderated by Kopin Tan, senior editor, Barron's

Chicago: Behind the Mystique of the Family Office

Thu, 22 Sep 2011 11:30:00 GMT

Considered one of the most elusive and highly valued communities in the financial services industry, the Family Office serves the unique needs of the ultra affluent. To learn more about caring for and marketing to this special audience, FCS Chicago is fortunate to be joined by four leaders in this field.

Moderator: Phil Roosevelt, Editor of Barron's High-Net-Worth publication, Penta

- Phipps Moriarty, Senior Managing Director, Guggenheim Partners
- Marv Pollack, Managing Director of Marketing and Strategy, Family Office Exchange
- Doug Regan, President of the Wealth Management Group, Northern Trust

Together, they will explore several key issues relevant to so many in financial services, including: how family offices form relationships with providers and what their success metrics are; the balance between sustainable generational wealth and risk protection; how managing client family dynamics leads to better communication with family offices; and the question for private wealth management firms of whether or not to communicate their value publicly.

1st Annual FCS Chicago Summer Soirée

Mon, 22 Aug 2011 17:00:00 GMT

Unwind in style with unlimited access to Zed's Liquid Market and Cravings Menu on Chicago's premier outdoor rooftop lounge while you mix and mingle with the most brilliant minds and personalities in our industry.

Walk-in reservations are welcome!

Sponsored by Wall Street Journal, Morningstar, Barrons, CS, Financial Times, The Economist

FCS June Luncheon: Prudential

Thu, 16 Jun 2011 12:00:00 GMT

Join us as our monthly luncheon series continues with Colin McConnell, VP, Head of Advertising and Niharika Shah, Vice President, Strategy & Planning, Prudential.

Please register by noon on June 14th to avoid a $25 surcharge.

SOLD OUT: FCS Portfolio Awards

Thu, 12 May 2011 17:30:00 GMT

The gala event begins with a cocktail reception at 5:30, followed by a sumptuous buffet at 6:30. At 7:30 our Emcees will present the FCS Portfolio Awards to Gold Silver and Bronze winners in Business to Business, Consumer Retail and Corporate Image categories in all media channels. After party with DJ from 8:30pm to 10:30pm

Black tie (traditional or creative!)

This event is currently SOLD OUT. Contact Jennifer Masiello at 917-226-3979 or jennifer@fcsinteractive.com to be put on a wait list in case additional tickets become available.

FCS May Luncheon: RBC Capital Markets

Tue, 03 May 2011 12:00:00 GMT

Please join us as our monthly luncheon series continues with Debra Bar, Director, Client & Marketing Strategy at RBC Capital Markets.

Breakfast Club Series: The Long Road Back: Rebuilding Trust in America's Financial Services Companies

Tue, 01 Mar 2011 08:00:00 GMT

The Financial Communications Society and Edelman invite you to a briefing to examine the state of trust in our industry.

Edelman US CEO Matt Harrington will present results of Edelman's 2nd annual Financial Services Trust Survey. The presentation will be followed by a panel of distinguished guests:

- Lori R Sackler, First VP and Investment Advisor, Morgan Stanley
- Peter Stack, Vice President International Communication at MetLife
- Moderated by Francesco Guerrera, Finance Editor for the Financial Times

FCS February Luncheon

Thu, 12 Feb 2009 12:00:00 GMT

Join us on February 12th with guest speaker, Greg Schell, Director of Advertising, BMO Capital Markets, as he reveals the birth of a brand and the evolution of an ad campaign.

3rd Annual Financial Marketer of the Year Award

Thu, 29 Jan 2009 12:00:00 GMT

The FCS Financial Marketer of the Year Award recognizes innovation, creativity and impact in the financial services marketplace, and rewards the marketing leader responsible.

2009 FCS Race for Kids

Thu, 08 Jan 2009 00:00:00 GMT

The FCS, in partnership with Stowe Mountain Resort, is proud to present RACE FOR KIDS 2009–a fun-filled weekend spotlighting an exciting ski team competition and charity fundraiser.

For details visit www.fcsraceforkids.org.

FCS December Luncheon

Thu, 11 Dec 2008 12:00:00 GMT

Ed Faruolo, Lincoln Financial

FCS Financial Thought Leaders Seminar

Fri, 21 Nov 2008 07:45:00 GMT

Three professors from SUNY's FIT School of Business will discuss key marketing issues today through an interactive format that includes interviews with financial marketing executives and panel discussions. The event is an intimate opportunity to learn from industry experts and network with colleagues. Our last executive education program was so successfully received, that we've added a networking lunch this time in response to demand from participants.Time: 7:45 am - 1:30 pm Agenda:
- Experiential Marketing – Led by Linda Finnerty. Brantley Orrell, of BNY Mellon, will be interviewed for this session
- Strategic Planning for Branding – Led by Andrea Tractenberg

- Media Landscape for Financial Institutions – Led by Loretta Volpe

FCS November Luncheon

Tue, 11 Nov 2008 12:00:00 GMT

Dara Duguay, Citi

Nominate Your Choice for Financial Marketer of the Year

Tue, 07 Oct 2008 12:00:00 GMT

Nominations are now being accepted for our annual Financial Marketer of the Year Award, presented to the marketing executive whose leadership has created a distinct communications success for his/her firm in 2008. Click here for more info.

FCS Bowling Night

Sat, 18 Sep 2004 18:00:00 GMT

Details to come. Contact John Dermick, MetLife, for sponsorship opportunities at jderbick@metlife.com.