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Gramercy Institute Announces “Financial Agency Brilliance” Webinar Series

Gramercy Institute is pleased to announce a brand new webinar series featuring leading agency thinkers in the financial services marketing community. The series called

“Financial Agency Brilliance.”  


This four-part series takes place on four different dates during September and October.  Each webinar focuses on a unique element of “financial agency brilliance.” These areas of focus are: Effective Strategy-Setting, The Creative Process, Journey Mapping and Media Planning.


Tuesday, September 29, 2020

11:30 AM-12:30 PM EDT

Here, Gramercy Institute unpacks both the art and science behind customer journey mapping in financial services marketing.  Agency leaders discuss understanding prototypical customer behavior along with the pros and cons of planning financial marketing in (and through) this manner.  Further, this webinar will examine why (or why not) this approach to marketing makes so much sense, right now. 


Panelists Include: 

  • Angus Maclaine, Founder & CEO, Fundamental Media

  • Craig, Mclaughlin, Chief Executive Officer, Extractable 

  • Anthony Nygren, Executive Vice President, EMI Strategic Marketing

  • Andrew Seibert, Managing Partner, Imprint


Tuesday, October 6, 2020

11:30 AM-12:30 PM EDT

Here, Gramercy Institute looks under the hood of media planning today in financial marketing. This panel discusses how modern media strategies and tactics work together to support overarching marketing initiatives for leading financial firms. In addition, this panel seeks to understand how media today has evolved in its practical use and value to marketers and where media is heading.


Panelists Include: 

  • Doug Hesney, EVP, Head, Financial Services, Makovsky

  • Adam Klareich, Associate Director, Ptarmigan

  • Stephanie Rogers, EVP, Contact Planning, MERGE

  • Andrew Wagner, Chief Executive Officer, Blacklight/MA


Tuesday, September 15, 2020

11:30 AM-12:30 PM EDT

Gramercy Institute hosts this specific webinar to bring to light an inside look at setting effective strategies in financial marketing through a discussion with financial marketing’s leading agency thinkers. Further, this panel discussion investigates the benefits of doing it right—and the risks of missing the mark.


Panelists Include:

  • Bill Gordy, Chief Strategy Officer, The Solutions Group

  • Donna MacFarland, Founder & CEO, Accelerate Strategies

  • Nancy Schulman, Partner, Executive Director, Sullivan

  • Terry McGrath, President, T1 Media

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Tuesday, September 22, 2020

11:30 AM-12:30 PM EDT

In this panel discussion, Gramercy Institute peeks behind the agency curtain to examine the process of  what appears to be “the magic” of crafting brilliant creative in financial marketing. We will also discuss, what makes “effective” creative in financial and what signs to look out for that indicate your creative messaging might be falling short. 


Panelists Include:

  • Jill Deardorff, President & CEO, Deardorff Associates 

  • Theo Casey, Managing Director, Marketcolor

  • Paul Leibowitz, Founder, Leibowitz Branding & Design

  • Ian Henderson​, CEO, AML Group

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