FCSI Events

SAVE THE DATE - FCS Luncheon

Thu, 13 Dec 2012 12:00:00 GMT

SAVE THE DATE - FCS Luncheon

Thu, 15 Nov 2012 12:00:00 GMT

SAVE THE DATE - FCS Luncheon

Thu, 18 Oct 2012 12:00:00 GMT

SAVE THE DATE - FCS Breakfast

Tue, 25 Sep 2012 08:00:00 GMT

SAVE THE DATE - FCS Luncheon

Thu, 13 Sep 2012 12:00:00 GMT

SAVE THE DATE - FCS Luncheon

Thu, 16 Aug 2012 12:00:00 GMT

SAVE THE DATE - FCS Luncheon

Thu, 19 Jul 2012 12:00:00 GMT

SAVE THE DATE - FCS Luncheon

Thu, 14 Jun 2012 12:00:00 GMT

SAVE THE DATE - 18th Annual Portfolio Awards

Wed, 16 May 2012 17:30:00 GMT

For more information about the event, including this year's Call for Entries, please contact: Jennifer Masiello at 917-226-3979 or jennifer@fcsinteractive.com.

FCS April Luncheon Luncheon

Thu, 19 Apr 2012 12:00:00 GMT

Save the date. Details to come.

FCS March Luncheon

Thu, 15 Mar 2012 12:00:00 GMT

Save the date. Details to come.

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.

FCS Breakfast Series

Tue, 28 Feb 2012 08:00:00 GMT

Details coming soon

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.

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

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 Race for Kids 2012

Thu, 05 Jan 2012 18:00:00 GMT

Join members of the business, media, and advertising agency communities as we test our skills on the slopes of Vermont's fabled mount Mansfield - ski capital of the East - and raise money in support of three important charities for kids: THE HOPE AND HEROES CHILDREN'S CANCER FUND, DOWNEY SIDE, THE MAKE-A-WISH FOUNDATION.

This year's Race for Kids will once again include Friday and Saturday afternoon Fireside Forum panel discussions featuring senior executives from leading firms, as well as creative and media agencies.

Click here to learn more about the FCS Race for Kids.

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.