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 (23rd Annual) Gramercy Institute Financial Marketing Strategy Awards. “Best of Category” and “Best of Show” award winners will be announced LIVE at the event!
AGENDA
Financial Marketing 2026: Best Practices in Strategic Excellence
8:00 BREAKFAST: Enjoy Breakfast and Conversation with Industry Colleagues
8:30 OPENING REMARKS: The Meaning of Strategic Excellence
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
8:40 PRESENTATION:The Future of Storytelling: How to Turn Insights into Influence
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Jeff Desjardins, Founder & Editor-in-Chief, Visual Capitalist
9:00 PANEL: The 2026 Financial Brand: Strategies to Make (and Keep) It Relevant
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Kasia Antczak, Chief Marketing Officer, Guardian Life
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Paul Leibowitz, President, Leibowitz
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Diane Laura, Global Marketing Leader, Marsh
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Jessica Sochol, Managing Director, Strategy, Sullivan
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Kate Shaw, Chief Executive Officer, Living Group
9:30: PRESENTATION: Brand Campaigns that Stand Up to CFO Scrutiny
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Michael Rodov, Founder & CEO, AdNode
9:50: PANEL: The Structure Strategy: Assembling Today's Financial Marketing Team for Competitive Success
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Matthew Bryan, SVP, Digital & Integrated Marketing, Antares Capital
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Mary Mallery, Sr. Dir., Industry & Account-Based Marketing, Financial Services, KPMG
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Pinki Mehta, SVP & MD, Global Marketing & Digital Experience, AllianceBernstein
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Jeremy Rudolph, General Manager - Financial, Banking & Insurance, Goldcast
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Anthony Vitalone, Managing Director, Head of Digital, First Eagle Investments
10:20 BREAK: Share Coffee, Conversation & Refreshments with Industry Colleagues
10:50 PANEL: AI & Authentic Content: Strategies to Effectively Connect with Today's Financial Audiences
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Debra Bar, Head, Marketing, Digital Assets, Wealth & Investment, DTCC
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Daniel Darst, Chief Marketing Officer, Flagstar Bank
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Kim Hanson, Managing Director & Head, Thought Leadership Content, BMO Financial Group
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Katie Lukas, VP Experience Strategy, MERGE
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Casey Waltz, Head of Marketing, North America, Schroders
11:20 PRESENTATION: The State of Paid Video: What It Means for Performance within The B2B Financial Sector
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Scott Sidhu, Associate Director, Insights and Strategy, Ptarmigan
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Kyle Vagra, Director, Planning, Ptarmigan
11:40 PANEL: Proof & Profit: Growth Marketing Strategies in Financial for Provable Results
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Kurt Genden, Co-Founder & Managing Partner, TrueVoice Growth Marketing
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Mari Lee, Senior Vice President, Marketing, Digital & Global Research, Bank of America
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Todd McNabb, Vice President, Strategy, Quad
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Meghna Prasad, Vice President, Integrated Marketing, J.P. Morgan
12:10: CATEGORY AWARD PRESENTATION: 23rd Annual Gramercy Institute Financial Marketing Strategy Awards
12:35: BEST OF SHOW AWARD PRESENTATION: 23rd Annual Gramercy Institute Financial Marketing Strategy Awards
12:40 CLOSING REMARKS:
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
12:45 PROGRAM CLOSES
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
