GRAMERCY FINANCIAL MARKETERS’
FORUM: PHILADELPHIA
Today & Tomorrow:
AI & The Modern Financial Marketer
VIP REGISTRATION
Gramercy Institute is pleased to announce its Gramercy Forum: Philadelphia. This important gathering will take place at the Vanguard Campus in Malvern,
Pennsylvania and will focus on: “Today & Tomorrow: The Modern Financial Marketer.”
This forum will examine the future of financial services marketing and how our industry is evolving. Please join us as we investigate AI, "Modern Marketing" and other important topics in financial marketing through presentations, panel discussions, and group participation.
▻ What changes are in store for the financial services, marketing industry?
▻ What impact will artificial intelligence have on the way we do our business?
▻ What new skill sets will be required of the modern financial marketer?
▻ What are the ways in which financial firms, agencies and media properties can get the job done better, faster, and more efficiently in the future?
This high-impact event gathers together today’s most innovative marketing leaders from the world's top financial brands and agencies. The event takes place on
Friday, June 12, 2026 (8:30AM-12:45 PM).
AGENDA
Today & Tomorrow: AI & The Modern Financial Marketer
8:30 BREAKFAST: Breakfast is Served
9:00 OPENING REMARKS: Today & Tomorrow: AI & The Modern Financial Marketer
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
9:15 WORDS OF WELCOME
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Brandon Shockley, Head, Endurance Marketing, Vanguard
9:20 PANEL: Trust, Transparency and Brand in the Age of AI
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Hong Bloom, Head, Marketing & Communication, Vanguard
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Jill Deardorff, President & Chief Creative Officer, Deardorff
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Jennifer Griffee, Director, National Marketing, Banking & Capital Markets, KPMG US
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Todd McNab, VP, Client Strategy, Quad
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Diane Streleckis, Content Strategist, Ascensus
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Katie Teitelbaum, VP, User Experience Design, Future Standard
9:55 PANEL:Speed vs. Risk: Innovating Within Regulatory Boundaries
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Laura Eufrasio, Director, Market Development, Consumer Lending, TransUnion
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Nick Gassaway, Vice President, Marketing Manager, Glenmede
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Caroline Manion, Senior Vice President, Growth Marketing, Future Standard
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Chad Schmidt, Vice President, Vested
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Jeanne Smith, Senior Marketing Strategist, The Vanguard Group
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Jaclyn Green Waterman, VP, Marketing & Strategic Initiatives, Axcelus Financial
10:30 BREAK: Conversation, Coffee & Refreshments
11:00 PRESENTATION:Financial Marketing 2036: A Glimpse into the Future of Our Industry
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
11:20 PANEL: The Modern Financial Marketer: Skills, Structure, and Talent Evolution
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Berta Aldrich, Managing Director, Global Head of Marketing, StepStone Private Wealth
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Bonnie DiJoseph, Head, Editorial & Al Enablement, Vanguard
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Grace Hussein, VP, Global Head, Webb Strategy & Publishing, TIAA
Patty Quinn McAuley, SVP, Head of Marketing, Clark Capital Management Group
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Alicia Mcllhinney, Senior Vice President, Head, Marketing, Alto (former)
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Sarah McSpiritt, Head, Enterprise Marketing, The American College of Financial Services
11:55 From Hype to ROI: Making AI Actually Work in Financial Marketing
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Carolyn Beatty, Client Services Manager, Gate 39
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Antonio Costa, Head, Demand Generation Marketing, AON
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Jennifer Griffee, Director, National Marketing, Banking & Capital Markets, KPMG US
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Ryan Stone, Manager, Digital Content, Harding Loevner
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Brandon Shockley, Head, Endurance Marketing, Vanguard
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Additional Panelist Confirming
12:30 INDUCTION: 2026 Gramercy Institute Rising Stars in Financial Marketing
12:40 CLOSING REMARKS
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Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
12:45 FORUM CLOSES
REGISTER TO ATTEND
Event Date
Friday, June 12, 2026 (8:30 AM-12:45 PM)
Includes breakfast, breaks & moderated program
Location
Vanguard Campus
Defence Building
1200 Brennan Blvd, Malvern, PA 19355
