GRAMERCY FINANCIAL MARKETERS’
FORUM: NEW YORK
Financial Marketing 2026:
Best Practices in Strategic Excellence
Please join Gramercy Institute as it honors strategic excellence in financial services marketing through this engaging forum and award presentation.
This high-impact event gathers together strategic marketing leaders from the world’s top financial brands and agencies. The event takes place in New York City on March 12, 2026 (8:00AM-12:45PM). Our focus will be “Strategic Excellence in Financial Marketing.”
Here, we will host a full morning of panel discussions and presentations. In addition, we will present this year’s winners of our (24th Annual) Gramercy Institute Financial Marketing Strategy Awards. “Best of Category” and “Best of Show” award winners will be announced LIVE at the event!
SPEAKERS AND PANELISTS
-
Kasia Antczak, Chief Marketing Officer, Guardian Life
-
Debra Bar, Head, Marketing, Digital Assets, Wealth & Investment, DTCC
-
Kimberly Boone, US Chief Executive Officer, Ptarmigan Media-Americas, Ptarmigan
-
Mathew Bryan, SVP, Digital & Integrated Marketing, Antares Capital
-
Daniel Darst, Chief Marketing Officer, Flagstar Bank
-
Jeff Desjardins, Founder & Editor-in-Chief, Visual Capitalist
-
Kim Hanson, Managing Director & Head, Thought Leadership Content, BMO Financial Group
-
Diane Laura, Global Marketing Leader, Marsh
-
Paul Leibowitz, President, Leibowitz
-
Katie Lukas, VP Experience Strategy, MERGE
-
Mary Mallery, Sr. Dir., Industry & Account-Based Marketing, Financial Services, KPMG
-
Todd McNabb, VP, Client Strategy, Quad
-
Pinki Mehta, SVP & MD, Global Marketing & Digital, Experience, AllianceBernstein
-
Meghna Prasad, Vice President, Integrated Marketing, J.P. Morgan
-
Michael Rodov, Founder & CEO, AdNode
-
Kate Shaw, Chief Executive Officer, Living Group
-
Jessica Sochol, Managing Director, Strategy, Sullivan
TOPIC TO BE DISCUSSED
Financial Marketing 2026: Best Practices in Strategic Excellence
-
The 2026 Financial Brand: Strategies to Make (and Keep) It Relevant
-
AI & Authentic Content: Strategies to Effectively Connect with Today's Financial Audiences
-
The "New" New Media: Strategies To Meet Today's Financial Media Objectives
-
The Structure Strategy: Assembling Today's Financial Marketing Team for Competitive Success
-
Proof & Profit: Growth Marketing Strategies in Financial for Provable Results
REGISTER TO ATTEND
Event Date: Thursday, March 12, 2026 (8:00AM-12:45PM)
includes breakfast, breaks & moderated program.
Location: 3 West Club | 3 West 51st New York, NY 10019
