Financial Communications Society

It's been too long! Yesterday was the first FCS luncheon in more than a year, and what an event it was. In the beautiful Model Room at the New York Yacht Club, guests gathered for lunch and networking. After the meal, Kristin Faucher, Managing Director, Head of Brand and Advertising: Card, Travel, Commerce, at @jpmorganchase stepped on stage for the main event. Kristin was interviewed by Rob Pfeiffer, VP, Sales, at @foxbusiness . Their conversation covered topics like Kristin's transition from agency to in-house, the consumer psychology of different cardmembers, building the Chase Sapphire Lounge experience, and going where the people are when it comes to balancing digital and video spend. In gratitude to Kristin, the FCS will make a $1,000 donation to her charity of choice: @cccnewyork Thank you to FOX Business for being the Exclusive Programming Partner, and thank you to the New York Yacht Club for hosting us. Our next event will also be at the New York Yacht Club on March 31. Tickets are going FAST so make sure to reserve your spot on our website.

Only a couple of hours left to register for our free webinar with Financial Planning, an @arizent_co brand. Janet King, Senior Vice President of Content Strategy at Arizent, and Michael Moeser, Senior Content Marketing Strategist at Arizent, will present findings from new AI Readiness research and examine what the data reveals about: - Advisor sentiment toward AI-driven investment decisions and perceived levels of risk - Where firms are seeing measurable efficiency gains and operational value - Regulatory and compliance considerations shaping adoption - What separates strategic AI adoption from isolated pilot programs Register on our website!

The FCS is going all in this month with five events on the docket, spanning topics from AI to wealth to pressure margins Thursday, March 12 (tomorrow!) - The FCS is proud to partner with Financial Planning, an Arizent brand, for a free virtual event exploring what financial advisors really think about AI Monday, March 16 - We're partnering with Integreon on a panel discussion that will examine how marketing leaders can demonstrate real business value in an environment defined by margin pressure, cautious spending, and unpredictable demand Wednesday, March 18 - Luncheons are BACK at the FCS. Join us at the New York Yacht Club for a plated meal and interview featuring Kristin Faucher, Head of Brand and Advertising: Card, Travel, Commerce, at JPMorgan Chase Monday, March 23 - Joan Khoury, CMO at Oppenheimer, is our featured speaker at our Members Only Virtual Event Series (MOVES) this month Tuesday, March 31 - A Cocktails with Content event is the perfect way to round out March. Join us at the New York Yacht Club for a panel discussion featuring speakers from J.P. Morgan and PIMCO, along with research presented by LinkedIn and Evidenza

It may be cold out, but the FCS is coming in hot with events this month: February 18 - Spend your morning hearing the latest strategies in digital marketing at our Education Summit, featuring panelists from @betterment , @bnyglobal , @equitable.financial , @prudential , @tdbank_us , and @ubs February 23 - Heather Netrosio, Head of U.S. Client & Marketing Strategy at @rbc will be this month's MOVES speaker. Must be a member to register. February 24 - Our first Cocktails with Content of the year will focus on how brands can stand out in wealth. New research will be presented by @linkedin and Evidenza, followed by a discussion with panelists from @jpmorgan and @pimco_global Register at the link in our bio! Edited and reposted to include PIMCO's current logo

A big thank you to everyone who attended the 26th annual Race for Kids Marketing Summit! Your commitment to education, community, and philanthropy made these three days unforgettable. We want to give a shout-out to our Summit and Fireside Forum Sponsors: AdNode Arbor Realty Trust Bloomberg Business Insider FOX Business Fundamental Media Getty Images Investopedia KNow Research Level Agency Life260 Ads Featuring Nativo The New York Times OneTrust Prosek Ptarmigan Media The RBI Group Reuters The Wall Street Journal | Barron's Group Yahoo! Finance

What a year! In 2025, the FCS saw success that cannot be measured by just numbers. Our success is reflected in our community, educational events, and philanthropic mission. Thank you to all of you who continue to support the FCS as the only national not-for-profit organization dedicated to financial marketing, communications and media. Cheers to our national board of directors and regional leadership. Happy New Year from the FCS. Wishing you an amazing 2026!

2025 may be coming to an end, but the FCS is full speed ahead with five events this month: On December 2 is the 20th Annual Financial Marketer of the Year Gala. Stephen Tisdalle, @futurestandardfs , Tara Giuliano, @nuveeninv , and Richard Parkinson, @prudential , are the finalists this year. Check our website to see the winner and runners-up! December 9 is FCS Chicago's Cocktails with Content event, "How Corporate Reputation Drives Brand Equity". Starting with research from @bloomberg presented by Michelle Lynn, the event will pivot to a panel discussion with Anita Liskey, @cmegroup , Deana Lewis, @officialtmgwealth , and Grace Wood, @tastytrade , moderated by Michelle. Thank you to our sponsors, Bloomberg and The Vistria Group! December 10 is our 2nd annual Holiday Edition of Cocktails with Content. Three CMOs will take the stage and discuss “Unwrapping 2026: The Outlook for Financial Marketing”: Dipti Kachru, @broadridge Jessica Fernandez, @direxionetfs Henry Detering, @neubergerberman Thank you to @wsj , @gettyimages , Bloomberg Media, TABBForum, Dianomi, @businessinsider , and @benzinga for sponsoring! The next day, FCS Philly will host a breakfast panel on “AI in Financial Services Marketing” at @wsfs_bank . Grab some coffee and croissants and enjoy a discussion with Stephanie Giaramita, @sei_hq , Kim Cosgrove, CenterSquare Investment Management, and Ali McCarthy, @assetmap , and moderated by Lynn Hobson, WSFS Bank. Thank you to WSFS Bank for being our host sponsor! To round out the year, we will host this month’s MOVES on December 15 with Jennifer Ball, CMO, @franklintempleton , being interviewed by Sheevani Raikundalia, FCS Board Director and Executive Head of Financial Advertising Sales, North America, at Bloomberg Media. Don’t miss out on this marathon of events. Head to our website and register today!

We've got some exciting events planned for this month, but first... November 4 (tomorrow): We will announce the finalists for the 2025 Financial Marketer of the Year awards gala. Stay tuned! Now for the events: November 13: FCS New York is partnering with the Cheil Agency Network to present “Why Brands Still Matter" Cocktails with Content reception. Register to see a panel with... - Jill Hamilton, VP, Global Media, American Express - Jon Sellman, Chief Brand Officer, M&T Bank - Jennifer Lindauer, Director of Brand Marketing, Plymouth Rock Assurance Moderating the conversation will be Joe Maglio, CEO, Cheil Agency Network November 17: This month's MOVES installation will be an interview with John Brockelman, CMO, State Street Investment Management, and Rob Pfeiffer, FCS Board Director and VP, Sales at FOX Business Register and get the latest FCS upcoming events at the link in our bio

Last week, Rodes Ponzer of @crowdstreet_inc and Jaret Posmentier of Nativo's fireside chat marked another insightful FCS Cocktails with Content reception! Attendees learned about the challenges that may arise when introducing investing audiences to private markets, what to consider when compliance constraints and interest rate shifts occur, and how financial marketers can apply CPG principles in their strategy. The evening ended with networking, drinks, and light bites. Thank you to the New York Yacht Club for hosting us, and to Nativo for being the Exclusive Programming Partner of our first #CwC event of the season! #fcs #thefcs #financialservices #financialservicesmarketing #financialmarketing #marketingevent #communications #newyorkevents #nycevents #financialcommunicationssociety

Today may be the first day of fall, but last week the FCS Young Members Circle (YMC) came together to celebrate the end of summer at the @yotel hotel rooftop. FCS YMC is the exclusive committee for dues-paying members 39 and younger. YMC hosts its own events, focusing on financial marketing topics, as well as career planning, personal brand building, social networking and community services. Thanks to all of our YMC members who attended! #fcs #thefcs #financialservices #financialservicesmarketing #marketingevent #communications #newyorkevents #nycevents #financialcommunicationssociety

The FCS is excited to welcome our new 2025-2026 Board Directors: Kimberly Boone of @teamptarmigan Pasy Govindarajan of @citi Josh Rucci of @gettyimages The success of the FCS as a national not-for-profit organization begins with the commitment of our volunteer Board of Directors. Congratulations to Kimberly, Pasy, and Josh! The full FCS Board of Directors can be found on our website at the link in our bio #fcs #thefcs #financialcommunicationssociety

The FCS is kicking off the (un)official start of fall with three events this month. Check them out below, then head to the link in our bio to register for one or all four: September 16: FCS Young Members Circle (YMC) will toast the end of the season with its annual Summer Social, this year hosted on the rooftop of YOTEL Times Square September 22: FCS Members Only Virtual Event Series (MOVES) welcomes Krista Phillips, Chief Customer & Transformation Officer, @mandt_bank September 24: In the morning, @living_group ’s Kate Shaw will present her agency’s annual Living Ratings of Asset Managers 2025, followed by a discussion with Matthew Slivinski, @onecarlyle ; FCS Board Director Kirti Naik, @neubergerberman ; Laura O'Brien, @statestreetim_us ; moderated by Living’s Duncan Shaw And in the evening, there will be the first Cocktails with Content (CwC) of the season (title TBD), hosted at the New York Yacht Club Don't miss out on the incredible events we have planned. Register on our website today! #fcs #financialcommunicationssociety #financialmarketing #financialcommunications #financial #eventcalendar #newyorkevents #newyork #educational #communications #marketing #financialservices