What’s the Professional Development Plan for Your Marketing Team This Year?
If your financial firm is like many, many others right now, your marketing team’s professional development program was caught a bit off-guard by this global pandemic. Initiatives that marketing leadership may have planned for the professional development of your marketing team might no longer be available. For example, conferences, think-tanks, summits, team workshops, consultant visits, have likely been curtailed.
Financial CMO's are left to deal with the professional development of both themselves and their teams in a socially-distant world. For this reason, Gramercy Institute has launched a brand new initiative to help financial teams learn, connect, grow, think, and develop professionally.
GRAMERCY INSTITUTE MEMBERSHIP:
THE BENEFITS OF FINANCIAL
MARKETING PROFESSIONAL DEVELOPMENT
If professional development for the marketing team at your financial firm is a current priority, consider the benefits of membership in the Gramercy Institute:
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Access to Financial Marketer TV: Each year, 26 In-Depth Financial CMO Interviews for your marketing team to view in real time and access to archived recordings
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Access to University View: Each year, eight different marketing professors from world-class universities share marketing insights for long-term success for your marketing team to view in real time and access to archived recordings
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In-Depth Panel Discussion Access: Contemporary financial marketing topics all year round
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Gramercy Institute Webinar Archives Access: The speakers and topics that every financial marketing team needs to know about
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Financial Marketing Industry Research Access: A variety of first hand, financial marketing industry topics
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Monitoring Excellence Across Numerous Financial Marketing Areas: Strategy, Content Marketing, Asset Management Marketing, Bank Marketing, Leadership, Rising Stars
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Access to The Financial Marketing Fix: Each year Gramercy Institute hosts a series of 8 practical videos on a range of topics for financial services marketers. GI members have full access to this series and to the archives.
The membership price (for financial firms) is only $2,495 per year, per company. Benefits extend to ALL marketing team-members at member financial firms.
Questions? Email Us
GRAMERCY INSTITUTE: PROFESSIONAL DEVELOPMENT WEBINARS
Gramercy Institute members receive open access to all professional development webinars & interviews (live & recorded). Gramercy Institute has the following pre-recorded professional development webinars available for your member teams to view right now. Additional virtual panels and presentations are happening regularly and member firms receive access to all Gramercy Institute archive videos.
BRANDING
PANEL DISCUSSION: Key Elements of Financial Brand Excellence
RECORDING DATE: Thursday, July 2, 2020
This discussion unpacks what ingredients makes a great, durable financial brand.
DISCUSSION LEADERS:
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Claire Blackwell, Director of Marketing, St. James's Place Wealth Marketing
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Isabella Conenna, Sr. VP, Brand Management & Exec. Creative Dir, Bessemer Trust
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Wendy Marcone, SVP, GBAM Marketing, Bank of America
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Anthony Vitalone, Head, Global Digital Marketing & Client Experience, VanEck
CREATIVE
PANEL DISCUSSION: The Creative Process
RECORDING DATE: Tuesday, September 22, 2020
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 discussed what makes “effective” creative in financial and what signs to look out for that indicate your creative messaging might be falling short.
DISCUSSION LEADERS:
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Jill Deardorff, President & CEO, Deardorff Associates
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Theo Casey, Managing Director, Marketcolor
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Paul Leibowitz, Founder, Leibowitz Branding & Design
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Ian Henderson, CEO, AML Group
CONTENT MARKETING
PANEL DISCUSSION: Financial Marketing 2020: Connecting Through Content
RECORDING DATE: Thursday, July 9, 2020
This panel drills down to explain best practices in this critically important field of financial content marketing.
DISCUSSION LEADERS:
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Andrew Ceccon, CMO, AXS Investments
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Bonnie DiJoseph, Sr. Manager, Head of Retail Content Strategy, Vanguard
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Kim Hanson, Head of Thought Leadership Content, BMO
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Rachel Tuffney, EVP, Dianomi USA
INTERNAL MARKETING
PANEL DISCUSSION: Inspiring Action: Internal Marketing in Financial
RECORDING DATE: Thursday, July 23, 2020
This group discusses benefits, examples & tips on effective marketing from the inside-out.
DISCUSSION LEADERS:
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Monica Elvira, Vice President, NE Retirement Advisor Consultant, PIMCO
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Carmela DiMeo, Managing Dir, Global Head of MKTG & Communications, Pinebridge Investments
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Joe Sancio, Marketing Manager, Yieldstreet
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Joe Ziemer, VP, Communications, Betterment
JOURNEY MAPPING
PANEL DISCUSSION: Mapping The Customer Journey
RECORDING DATE: Tuesday, September 29, 2020
Gramercy Institute unpacks the art and science behind customer journey mapping in financial services marketing. Agency leaders discuss understanding customer behavior along with the pros and cons of planning financial marketing in (and through) this manner.
DISCUSSION LEADERS:
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Angus Maclaine, Founder & CEO, Fundamental Media
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Craig, Mclaughlin, Chief Executive Officer, Extractable
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Anthony Nygren, Executive Vice President, EMI Strategic Marketing
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Andrew Seibert, Managing Partner, Imprint
MEASUREMENT
PANEL DISCUSSION: Goal-Setting, Measurement & Success in Financial Marketing
RECORDING DATE: Thursday, August 6, 2020
This drills down to discuss how success really happens in financial marketing.
DISCUSSION LEADERS:
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Gail Gross, Director, Head of Private Wealth Management Mktg, Bank of America
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Melinda Kuleszka, Mktg & Comm Lead, Digital Workplace, Fidelity Investments
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David Master, Chief Marketing Officer, Janus Henderson Investors
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Gloria Nelson, VP, Mktg Strategy & Communications, Janney Montgomery Scott
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Andy O’Rourke, Chief Marketing Officer, Direxion Funds
MEDIA
PANEL DISCUSSION: Financial Media: Owned, Earned & Purchased
RECORDING DATE: Thursday, July 16, 2020
This panel breaks apart the pros & cons of these three media types in financial marketing.
DISCUSSION LEADERS:
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Tammy Cash, EVP, Head of Marketing, Horizons ETF's
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Matthew Hickerson, Dir, Global Media Relations & Executive Comm., CFA Institute
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Erin Meijer, AVP, Thought Leadership and Content Strategy, Guardian Life
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Tokes Ojo-Ade, Paid Media, Marketing, US Intermediaries, T. Rowe Price
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Debra Probst, VP, Head of International Channel Marketing, PGIM Investments
PANEL DISCUSSION: Media Planning Excellence
RECORDING DATE: Tuesday, October 6, 2020
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.
DISCUSSION LEADERS:
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Doug Hesney, EVP, Head, Financial Services, Makovsky
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Adam Klareich, Associate Director, Ptarmigan
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Stephanie Rogers, EVP, Contact Planning, MERGE
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Andrew Wagner, Chief Executive Officer, Blacklight/MA
PARTNERSHIP
PANEL DISCUSSION: Partnership Strategies in Financial Marketing
Thursday, July 30, 2020
Partnership is a strategy–this panel explores best practices in marketing partner management.
DISCUSSION LEADERS:
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David Blackburn, Head, Digital Marketing, DTCC
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Joseph DeRoss, Executive Director, Head of Field Marketing, Morgan Stanley
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Jason Farago, Head, Insurance Asset Mgmnt Mktg & Comms, Head, Latin Am. Mktg, DWS Group
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Andy O’Rourke, Chief Marketing Officer, Direxion Funds
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Bob Verrico, Founder & Executive Chairman, InvestingChannel
STRATEGY SETTING
PANEL DISCUSSION: Effective Strategy Setting
RECORDING DATE: Tuesday, September 15, 2020
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.
DISCUSSION LEADERS:
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Bill Gordy, Chief Strategy Officer, The Solutions Group
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Donna MacFarland, Founder & CEO, Accelerate Strategies
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Nancy Schulman, Partner, Executive Director, Sullivan
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Terry McGrath, President, T1 Media
FINANCIAL MARKETER TV:
PROFESSIONAL DEVELOPMENT FOR FINANCIAL MARKETERS
Gramercy Institute members receive a team pass to Financial Marketer TV
Gramercy Institute has developed a series of live, one-on-one, in-depth, interviews with leading marketers from the world’s largest and most innovative financial firms. We call the series, “Financial Marketer TV” and it is designed to share best practices and new strategies from financial’s top brands with the global financial services marketing community.
Gramercy Institute is bringing all 26 episodes of Financial Marketer TV directly to all marketing team members at Gramercy Institute’s “Member Firms,” entirely free of charge. And, the best part of GI membership is that Financial Marketer TV is just one of the many professional development benefits that Gramercy Institute membership offers two leading marketers at leading financial firms.
Live & Recorded Access to The One-on-One Interviews with
These Senior Marketers from the World’s Leading Financial Firms
September 18, 2020
Jennifer Grazel, Chief Marketing Officer, RBC Capital Markets
September 24, 2020
Dan Harley, Retail Marketing Executive, Vanguard
October 8, 2020
David Master, Chief Marketing Officer, Janus Henderson Investors
October 15, 2020
Allison Baird, Chief Marketing Officer, Boston Private
Thursday, October 29, 2020 11:30 AM (ET)
Matt Doubleday, CMO, Wintrust Financial Corporation
Thursday, November 12, 2020 11:30 AM (ET)
Elena French, Senior Vice President-Corporate Communications, Lincoln Financial Group
Thursday, November 19, 2020 @ 12:00 Noon (ET)
Emily Pachuta, Chief Marketing & Analytics Officer-Americas, Invesco Distributors, Inc.
Wednesday, December 2, 2020 11:30 AM (ET)
Steve Radis, Head, Investment Management Marketing, William Blair
Thursday, December 17, 2020 11:30 AM (ET)
Stephen Tisdalle, Chief Marketing Officer, State Street Global Advisors
Thursday, January 7, 2021 @ 11:30 AM (ET)
John Von Brachel, SVP, Content Marketing Executive, Bank of America
Thursday, January 21, 2021 @ 11:30 AM (ET)
Maureen Duff, MD & Global Head of Marketing, BNY Mellon
January 2021 (Specific Date TBD)
Marty Willis, CMO, Nuveen
Thursday, February 4, 2021 @ 11:30 AM (ET)
Eileen Lynch, Chief Marketing Officer, Refinitiv
Thursday, February 18, 2021 @ 11:30 AM (ET)
Ben Stuart, Chief Marketing Officer, Bank of the West
Thursday, March 4, 2021 @ 11:30 AM (ET)
Lauren Boyman, Chief Marketing Officer, KPMG
Thursday, March 18, 2021 @ 11:30 AM (ET)
Karen McCafferty, Global Head of Marketing & Strategy,
Manulife Investment Management
More Financial Marketer TV interview subjects will be announced shortly.
26 interviews will take place each year!
All Professional Development is available to all teams at all Gramercy Institute member firms
Questions? Email Us
The membership price (for financial firms) is only $2,495 per year, per company. Benefits extend to ALL marketing team-members at member financial firms.