GRAMERCY INSTITUTE:

2020 FINANCIAL MARKETERS' CALENDAR OF EVENTS

LONDON: Tuesday, January 14, 2020

Gramercy Financial Marketers’ Forum

GRAMERCY INSTITUTE’S London’s Rising Stars in Financial Marketing

 

NEW YORK CITY: Wednesday, January 22, 2020

Gramercy Financial Marketers’ Forum

GRAMERCY INSTITUTE’S Financial’s Top 12 Agencies

Gramercy Financial Marketing ROI Award Presentation

CHICAGO: Thursday, February 20, 2020

Gramercy Financial Marketers’ Forum

 

BOSTON: Wednesday, March 11, 2020

Gramercy Financial Marketers’ Forum

WEBINAR SUMMER SERIES: Thursday, July 2, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Key Elements of Financial Brand Excellence

  • Claire Blackwell, Director of Marketing, St. James's Place Wealth Marketing

  • Isabella Conenna, Sr. VP, Brand Management & Exec. Creative Dir, Bessemer Trust

  • Wendy Marcone, SVP, GBAM Marketing, Bank of America

  • Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck

WEBINAR SUMMER SERIES: Thursday, July 9, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Financial Marketing 2020: Connecting Through Content

  • Bonnie DiJoseph, Sr. Manager, Head of Retail Content Strategy, Vanguard

  • Kim Hanson, Head of Thought Leadership Content, BMO

  • Mitch Rose, Vice President, Digital Strategy—Content, JP Morgan

  • Rachel Tuffney, EVP, Dianomi USA

WEBINAR SUMMER SERIES: Thursday, July 16, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Financial Media: Owned, Earned & Purchased

  • Tammy Cash, EVP, Head of Marketing, Horizons ETF's

  • Matthew Hickerson, Dir, Global Media Relations & Executive Comm., CFA Institute 

  • Erin Meijer, AVP, Thought Leadership and Content Strategy, Guardian Life

  • Tokes Ojo-Ade, Paid Media, Marketing, US Intermediaries, T. Rowe Price

  • Debra Probst, VP, Head of International Channel Marketing, PGIM Investments

WEBINAR SUMMER SERIES: Thursday, July 23, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Inspiring Action: Internal Marketing in Financial

  • Marty Dauer, Chief Marketing & Communications Officer, Duff & Phelps

  • Gail Gross, Director, Head of Private Wealth Management Mktg, Bank of America

  • Carmela DiMeo, Managing Dir, Global Head of MKTG & Comm, Pinebridge Investments

  • Joe Zieman, VP, Communications, Betterment

 

WEBINAR SUMMER SERIES: Thursday, July 30, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Partnership Strategies in Financial Marketing

  • Joseph DeRoss, Executive Director, Head of Field Marketing, Morgan Stanley

  • Jason Farago, Head, Insurance Asset Management Marketing & Communications, Head, Latin Am. Mktg, DWS Group

  • Jacob Howard, Vice President, Marketing, Deutsche Bank

  • Bob Verrico, Founder & Executive Chairman, InvestingChannel

WEBINAR SUMMER SERIES: Thursday, August 6, 2020 @ 11:30 AM-12:30 PM EDT

Summer 2020: Best Practices in Financial Marketing

Goal-Setting, Measurement & Success in Financial Marketing

  • Melinda Kuleszka, Mktg & Comm Lead, Digital Workplace, Fidelity Investments

  • David Master, Chief Marketing Officer, Janus Henderson Investors

  • Gloria Nelson, VP, Mktg Strategy & Communications, Janney Montgomery Scott

  • Andy O’Rourke, Chief Marketing Officer, Direxion Funds

The Great Financial Media & Marketing Showcase, August 11-27

(90-Minute Webinars-5 Presenters/each)

Marketing & Media Showcase 1- Group Intro + Five Ten Minute Presentations-August 11

Marketing & Media Showcase 2- Group Intro + Five Ten Minute Presentations-August 18

Marketing & Media Showcase 3- Group Intro + Five Ten Minute Presentations-August 20

2021 FINANCIAL MARKETING LEADERSHIP: Tuesday, September 14, 2020

Perspectives in Leadership in Financial Marketing-Part 2

RESEARCH: 2021 Financial Marketing’s New Normal

WEBINAR 1: FINANCIAL AGENCY BRILLIANCE: Tuesday, September 15, 2020 @ 11:30 AM-12:30 PM EDT

EFFECTIVE STRATEGY SETTING

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,  his panel discussion will investigate 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

  • Terry McGrath, President, T1 Media

  • Nancy Schulman, Partner, Executive Director, Sullivan

FINANCIAL MARKETER TV: Friday, September 18, 2020 @ 11:30 AM EDT

  • Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets

WEBINAR 2: FINANCIAL AGENCY BRILLIANCE: Tuesday, September 22, 2020 @ 11:30 AM-12:30 PM EDT

THE CREATIVE PROCESS

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 is might be falling short. Panelists Include:

  • Theo Casey, Managing Director, Marketcolor

  • Jill Deardorff, President & CEO, Deardorff Associates 

  • Ian Henderson​, CEO, AML Group

  • Paul Leibowitz, Founder, Leibowitz Branding & Design 

FINANCIAL MARKETER TV: Thursday, September 24, 2020 @ 11:30 AM EDT

  • Daniel Harley, Retail Marketing Executive, Vanguard

WEBINAR 3: FINANCIAL AGENCY BRILLIANCE: Tuesday, September 29, 2020 @ 11:30 AM-12:30 PM EDT

MAPPING THE CUSTOMER JOURNEY

Here, Gramercy Institute unpacks 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 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

GLOBAL NETWORK: Tuesday, September 29, 2020 @ 11:30 AM-12:30 PM EDT

WEBINAR: FINANCIAL AGENCY BRILLIANCE: MAPPING THE CUSTOMER JOURNEY

Here, Gramercy Institute unpacks 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 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

 

GLOBAL NETWORK: Wednesday, September 30, 2020

NOMINATIONS OPEN: London’s Rising Stars in Financial Marketing

 

FINANCIAL MARKETER TV: Thursday, October 1, 2020 @ 11:30 AM EDT

INTERVIEW SUBJECT:

  • David Master, Chief Marketing & Comm. Officer, Janus Henderson Investors

 

GLOBAL NETWORK: Tuesday, October 6, 2020 @ 11:30 AM-12:30 PM EDT

WEBINAR: FINANCIAL AGENCY BRILLIANCE: MEDIA PLANNING EXCELLENCE

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 will seek 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 Kiareich, Associate Director, Ptarmigan

  • Stephanie Rogers, EVP, Contact Planning, MERGE

  • Andrew Wagner, Chief Executive Officer, Blacklight/MA

 

​GLOBAL NETWORK: Wednesday, October 7, 2020

NOMINATIONS OPEN: Gramercy Institute’s 20 Rising Stars in Financial Marketing

 

GLOBAL NETWORK: Thursday, October 8, 2020

EARLY ENTRY DEADLINE: Gramercy Institute Asset Management Marketing Awards

 

FINANCIAL MARKETER TV: Thursday, October 15, 2020 @ 11:30 AM EDT

INTERVIEW SUBJECT:

  • Allison Baird, Chief Marketing Officer, Boston Private

        

UK/LONDON NETWORK: Wednesday, October 21, 2020

NOMINATIONS DUE: GI’s Rising Stars in Financial Marketing-London

 

GLOBAL NETWORK: Wednesday, October 21, 2020

NOMINATIONS OPEN: Gramercy Institute’s Financial’s Top 12 Agencies

 

GLOBAL NETWORK: CONTENT MARKETING EXCELLENCE IN FINANCIAL: Thursday, October 22, 2020

WINNING OPINIONS: The Gramercy Institute Financial Content Marketing Awards

 

GLOBAL NETWORK: Friday, October 23, 2020

AWARD SUBMISSION FINAL DEADLINE: The Gramercy Institute Asset Management Marketing Awards

 

US NETWORK: Wednesday, October 28, 2020

NOMINATIONS DUE: Gramercy Institute’s 20 Rising Stars in Financial Marketing-US

 

FINANCIAL MARKETER TV: Thursday, October 29, 2020 @ 11:30 AM EDT

INTERVIEW SUBJECT: Matt Doubleday, Chief Marketing Officer, Wintrust Financial Corporation

 

UK/LONDON NETWORK: Wednesday, November 11, 2020

AWARD PRESENTATION: Gramercy Institute’s 20 Rising Stars in Financial Marketing-UK/LONDON

 

FINANCIAL MARKETER TV: Thursday, November 12, 2020 @ 11:30 AM EDT

INTERVIEW SUBJECT: Marty Willis, Chief Marketing Officer, Nuveen

 

US NETWORK: Wednesday, November 18, 2020

AWARD PRESENTATION: Gramercy Institute’s 20 Rising Stars in Financial Marketing-US

 

FINANCIAL MARKETER TV: Thursday, November 19, 2020 @ 11:30 AM EDT

INTERVIEW SUBJECT: Speaker To Be Announced

 

FINANCIAL MARKETER TV: Thursday, December 3, 2020 @ 11:30 AM EDT

INTERVIEW SUBJECT: Speaker To Be Announced

 

GLOBAL NETWORK: Friday, December 4, 2020

SHOWCASE WEBINAR: Gramercy Institute’s 2021 Financial Marketing & Media Showcase

 

GLOBAL NETWORK: Monday, December 8, 2020

NOMINATIONS DUE: Gramercy Institute’s Top 12 Agencies in Financial Marketing Awards

 

UK/LONDON NETWORK: Tuesday, December 9, 2020

AWARD RECIPIENT CELEBRATION WEBINAR: Gramercy Institute’s London’s Rising Stars in Financial Marketing-LONDON

 

US NETWORK: Thursday, December 11, 2020

AWARD RECIPIENT CELEBRATION WEBINAR: GI’s 20 Rising Stars in Financial Marketing-US

 

FINANCIAL MARKETER TV: Thursday, December 17, 2020 @ 11:30 AM EDT

INTERVIEW SUBJECT: Speaker To Be Announced

 

GLOBAL NETWORK: ASSET MANAGEMENT MARKETING EXCELLENCE: Friday, December 18, 2020

WINNING OPINIONS: Gramercy Institute Asset Management Marketing Awards

 

CANADA NETWORK: CANADA’S BEST CREATIVE IN FINANCIAL MARKETING: Tuesday, December 22, 2020

WINNING OPINIONS: Gramercy Institute’s Canada’s Best Creative in Financial Marketing Awards

 

FINANCIAL MARKETER TV: Thursday, January 7, 2021 @ 11:30 AM EDT

INTERVIEW SUBJECT: Speaker To Be Announced

 

GLOBAL NETWORK: Wednesday, January 13, 2021

WINNERS ANNOUNCED: Gramercy Institute’s Top 12 Agencies in Financial Marketing Awards

 

FINANCIAL MARKETER TV: Thursday, January 21, 2021 @ 11:30 AM EDT

INTERVIEW SUBJECT: Speaker To Be Announced