The Gramercy Institute: Thought Leaders in Financial Marketing & Producers of "JFAM" Conferences & Summits
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($395 per person)
Keynote
Clara Shih, CEO and Co-Founder of Hearsay Social
Clara Shih will address JFAM:Forum-NYC on the subject of “Social Media in Financial Marketing.” Shih is the Founder and CEO of Hearsay Social and a pioneer in the social media industry as an engineer, celebrated author, and thought leader. Ms. Shih is a Board Member of Starbucks and is the author, The Facebook Era.
“WISH LIST: WHAT FINANCIAL MARKETERS WANT IN 2013?”
The Gramercy Institute is pleased to announce a very important gathering of the financial services marketing community. The JFAM: FORUM-NYC takes place at Deutsche Bank’s 47th floor auditorium, in the heart of New York City’s financial district on Friday, September 28th 2012.
Here, the brightest senior leaders at the world’s top financial brands will answer the question: “WHAT DO FINANCIAL MARKETERS WANT FROM THEIR MARKETING IN 2013?” This half-day forum seeks to answer this critical question through five unique in-depth panel discussions.
AGENDA:
“WISH LIST: WHAT FINANCIAL MARKETERS WANT IN 2013?”
8:00-8:30: CONTINENTAL BREAKFAST IS SERVED
8:30-8:45: OPENING REMARKS: WHAT FINANCIAL MARKETERS WANT
- Bill Wreaks, CEO, Gramercy Institute
8:45-9:15: WISH LIST: BRANDING & REPUTATION IN FINANCIAL MARKETING
- Berta Aldrich, Marketing Executive, Vanguard
- Cam Brown, President, King Fish Media
- Darby Hobbs, SVP, Senior Marketing Manager, Brown Brothers Harriman
- Dan Ross, Chief Executive Officer, Wechsler Ross & Partners
9:15-9:45: WISH LIST: AUDIENCE TARGETING IN FINANCIAL MARKETING
- Brian Serfass, Vice President, Global Marketing, BNY Mellon/Pershing
- Craig Shiffrin, Director, Online Marketing, E*TRADE Financial
- Donna Macfarland, SVP, Chief Marketing Officer, Retirement Plan Services, Lincoln Financial Group
- Anthony Vitalone, Head, Digital Mktg, eCommerce & Mobile/Social Media, Deutsche Bank
9:45-10:15: WISH LIST: PARTNERSHIP STRATEGIES IN FINANCIAL MARKETING
- Richard Smith, Chief Marketing Officer, AIG Bank
- Charlie Armstrong, VP, Brand Management, Lincoln Financial Group
- Kimberly Bindra, Director of Marketing, Duff & Phelps
10:15-10:45: BREAK: CONVERSATION, COFFEE & REFRESHMENTS
10:45-11:00: REMARKS: SOCIAL MEDIA’S VALUE TO FINANCIAL MARKETERS
- Clara Shih, CEO, Hearsay Social, Board Member, Starbucks, Author, The Facebook Era
11:00-11:30: WISH LIST: SOCIAL MEDIA IN FINANCIAL MARKETING
- Jennifer Grazel, Head of Category Development – Financial, Linkedin
- Clara Shih, Chief Executive Officer, Hearsay Social
- Maja Lapcevic, SVP, Social Media & Partnerships, Citi
- Lauren Wagner Boyman, Director of Digital Strategy, Content & Social, Morgan Stanley Smith Barney
11:30-NOON: WISH LIST: MOBILE & TABLET STRATEGIES IN FINANCIAL MARKETING
- Kathleen Wrynn, Interactive Marketing & Social Media, Deutsche Bank Asset Management
- Kirti Srikant, AVP, Director of Brand Marketing & Advertising, OppenheimerFunds
- Doug Filak, Senior Director, Global Financial Services Marketing, PayPal
- John Von Brachel, Director of Content Marketing, Bank of America
12:00 THREADS, THEMES & SYNTHESIS
- Bill Wreaks, CEO, The Gramercy Institute
12:30 FORUM CLOSES
Register
($395 per person)