AGENDA 

2024 Trends & Directions in Financial Marketing

 

8:00  BREAKFAST IS SERVED

• Continental Breakfast & Coffee will be served

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8:30. OPENING REMARKS: 2024 Trends & Directions in Financial Marketing

• Bill Wreaks, Chief Analyst, Gramercy Institute 

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8:40. WORDS OF WELCOME

• John Jackson, Senior Marketing Manager, William Blair

 

8:45  PRESENTATION: AI & Financial Marketing: What Marketers Need to Know

• Lynda Koster, Cofounder & Managing Partner, Growthential

 

9:05  PANEL: Artificial Intelligence in The Financial Marketing World

• Tara Giuliano, Chief Marketing Officer, Nuveen, a TIAA company

• Lynda Koster, Cofounder & Managing Partner, Growthential

• Sheryl Markov, Director of Digital Marketing, Design & Delivery, Northern Trust Corporation

• Mushter Moin, Managing Director, Head of Growth Innovation Practice, TrueVoice Growth Marketing

• Shane Stiles, President, Gate 39 Media

• David Townsend, Head, Product Marketing & Thought Leadership, Halo Investing

 

9:40  PANEL: Financial Branding Today & Tomorrow

• Jill Axline, Ph. D., Senior Director, Brand Marketing, Brand Strategy Group, Morningstar

• John Jackson, Senior Marketing Manager, William Blair

• Kate Licina, Head, North America Institutional, Marketing and Client Strategy, Janus Henderson Investors

• David Partain, Head, Brand Activation & Administration, Northern Trust Asset Management 

• Anita Liskey, Global Head of Brand Marketing and Communications, CME Group

 

10:15 PRESENTATION: RESEARCH HIGHLIGHTS: Best Practices In Asset Management Marketing

• Bob Verrico, Founder & Executive Chairman, InvestingChannel

• Bill Wreaks, Chief Analyst, Gramercy Institute

 

10:30 BREAK: Coffee, Refreshments & Conversation

 

11:00 REPORT OVERVIEW: Helping Advisors Align the Head and Heart of Investing

• Ken Williams, Managing Director, Imprint Content

 

11:05  PANEL: ESG: Shaping Financial Services and The Way They Are Marketed 

• Jillian Bannister, CEO, Ext. Marketing Inc.

• Stephen P. Ban, Founder, GreenCat Advisors

• Benjie Elston, President – North America, Head of Sustainability, White Marble Consulting

• Jim Misener, Chief Executive Officer, 50,000 Feet

• Ken Williams, Managing Director, Imprint Content

 

11:40  PRESENTATION: 2024: Optimized Use of First-Party Data in Financial

• Andrew Corn, CEO, E5A Integrated Marketing

 

12:00  PANEL: 2024: Financial Content Media Distribution & Measurement of Success

• Chris Abelt, Director, Business Strategy, AlwaysBeContent

• Adam Klareich, Director-Americas, Ptarmigan Media

• Matt Lattman, SVP, Card Acquisition Marketing, Discover Financial Services

• Julie Schaeffer, Marketing Manager, William Blair  

 

12:35  CLOSING REMARKS

• Bill Wreaks, Chief Analyst, Gramercy Institute

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12:45  FORUM ENDS