Gramercy Forum: SAN FRANCISCO

FINANCIAL MARKETING: PLANNING FOR BIG SUCCESS IN 2016

The Gramercy Institute is pleased to announce a remarkable gathering of the top minds in financial services marketing. Gramercy Forum: San Francisco takes place on Thursday morning (8:00 AM -12:45 PM), December 3, 2015 at Ritz-Carlton San Francisco. Breakfast will be served.

Here, the very brightest senior leaders at the world's top financial and marketing brands will be chiming in on our overarching theme: Financial Marketing: Planning For Big Success in 2016. 

Plus, Gramercy Institute honors “Rising Stars: Best in the West in Financial Marketing”

 The Gramercy Institute is pleased to announce this year’s (2015-2016) roster of “Best in the West: Rising Stars in Financial Marketing!” We do hope that you can join us to honor the work, ideas, energy and passion of this new group poised to lead financial services marketing forward into the future at the Gramercy Forum: San Francisco.

 

SPEAKERS AND PANELISTS

8:00   BREAKFAST: Full Buffet Breakfast is served

8:30   Opening Remarks: 2016: Planning for Big Success in Financial Marketing

• Bill Wreaks, Chief Analyst, Gramercy Institute

8:45   PRESENTATION: Decision Science Secrets That Drive Behavior

• John Sisson, President, Wilde Agency

9:00   PANEL: Inside & Out: Leveraging The Financial Brand

• Scott Redick, Managing Director, Creative Strategy, Charles Schwab
• John Sisson, President, Wilde Agency
• Patrick Waters, Head, Defined Cont., Marketing, State Street Global Advisors
• Evan Willingham, Director, Strategic Partnerships, EverFi
• Walter Mills, CEO, &Walter

9:45   PRESENTATION: Content Marketing in Financial

• Jason Schoepke, Chief Marketing Officer, Market Realist 

10:00  PANEL: Content Matters: Marketing Success Through Story Telling

• Joseph Adams, Digital Content & Social Media Strategist, PENSCO Trust Company
• Jason Schoepke, Chief Marketing Officer, Market Realist
• Bob Verrico, Chief Executive Officer, InvestingChannel
• Claire Kurmel, Managing Director, NA, Channel Marketing, State Street Global Advisors

10:45  AWARD PRESENTATION: Best In The West – Rising Stars in Financial Marketing

• Joseph Adams, Marketing and Content Manager, Pensco Trust Co.
• Jeanna Barrett, Head of Inbound & Content Marketing, Kabbage
• Jarret Ditoro, Director, Lending Tree
• Joseph Fahr, Vice President, Marketing, FutureAdvisor
• Rebecca Howell, Vice President,  Digital Marketing, Blackrock
• Mark Johnson, VP, Brand Marketing and Advertising, City National Bank
• Claire Kurmel, Managing Director, NA, Channel Marketing, State Street Global Advisors
• Cole Mercer, Senior Marketing Manager, Lifelock  
• Eileen Nolan, Senior Social Media Manager, Silicon Valley Bank
• Jacqueline Quasney, Senior Brand Manager, Personal Capital

11:00  BREAK: Coffee & Conversation

11:30  PRESENTATION: Concept 180: Valued Connection – Influence by Humanization

• Bob Verrico, Chief Executive Officer, InvestingChannel

11:45  Smart Marketers’ Advantage: A Culture of Innovation

• Michael Lacorazza, EVP, Head, Integrated Marketing, Wells Fargo
• Matthew Dunn, VP, Digital Publishing & Social Strategies, Franklin Templeton Investments
• Cory Haynes, Head of Digital Strategies, TIAA CREF Asset Management, TIAA-CREF
• Tiko Robertson, Managing Director, Marketing, Charles Schwab

12:30  CLOSING REMARKS: Industry Snapshot – Trends in Financial Marketing

• Bill Wreaks, Chief Analyst, Gramercy Institute

 

 

PURCHASE TICKET/ TICKET PACKAGE

($345 per person / 3 TIX for $690)