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JFAM Financial Marketing Summit: EAST (Philadelphia, PA)
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The JFAM Financial Marketing Summit: EAST will take place from May 5-7, 2010 at The Ritz Carlton in Philadelphia, PA.
The summit will include delegates from the world's leading financial insitutions such as Financial Times, CNBC, and Investor's BusinessDaily/Investors.com
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Sponsored by AOL Advertising, CNBC and the Financial TimesThe JFAM Financial Marketers’ Summit: EAST
The Ritz Carlton, Philadelphia
Wednesday, May 5, 2010
• 4:00 DELEGATE CHECK-IN: The Ritz Carlton, Philadelphia
• 6:30-10:00PM JFAM PUBLISHERS’ RECEPTION: Cocktails & Light Dinner (Speaker: CNBC On-Air Journalist)
Thursday, May 6, 2010
• 7:15 BREAKFAST: Breakfast is served
• 7:45 OPENING REMARKS: “New Strategies on Sound Foundations,” (Bill Wreaks, Chief Analyst/JFAM)
• 8:00 PRESENTATION: “Slaying the Sacred Cows of Financial Services Communications” (Lou Rubin/The Gate)
• 8:30 PANEL: “Brand & Reputation Management: Now More Than Ever” (Jac Herschler/Prudential Financial, Tiko Robertson/Charles Schwab + Co., Ian Keldoulis/Willoughby Partners, Delia Deliser/TIAA-CREF)
• 9:15 PANEL: “Moving Target: Reaching The New Financial Customer” (Catherine Merchant-Jones/Prudential Financial, John Derbick/Metlife, Bob Verrico/InvestingChannel, Brian Serfass,TD Bank )
• 9:45 PANEL: “Customer Service: Why It Matters to Financial Marketers” (John Georgesen, PhD, VP, Decision Sciences/Convergys Corporation, Gretchen Parks/Citi, Julian Chu/Enova Financial, Robert Haverback/TD Ameritrade)
• 10:30 BREAK
• 10:45 PANEL: “Media Nirvana: Integration in Financial”(Kevin Windorf/BMO Capital Markets, Wendy Helfgott/ FXCM, Jeff Huter/Vibrant Media, Audrey Siegel/TargetCast tcm)
• 11:30 PANEL: “B2B Financial: Influencing The Business Decision-Marketer”(Jacque Kanas/Guardian Life, Jeffrey Wilson/GE Capital, Matthew Broom/Doremus, Ralph Piscitelli, Industry Consultant)
• 12:15 LUNCH : Lunch is served
• 12:30 LUNCHEON PANEL: “What Resonates Today: Creative in Financial” (Ken Murray/JG Wentworth, Jane Lauterback/Doremus, Olympia Moukas/TIAA-CREF)
• 2:15 DELEGATE ACTIVITIES (Optional): The Philadelphia Museum of Art, Historic Walking Tour, or Free Time
• 6:30 DELEGATE RECEPTION: The Ritz Carlton, Philadelphia
• 7:30 DELEGATE DINNER: The Ritz Carlton, Philadelphia
• 8:00 DELEGATE PREDICTIONS: “The Future of Financial Marketing” (Predictions from all summit delegates)
Friday, May 7, 2010
• 7:00 BREAKFAST: Breakfast is served
• 7:30 BREAKOUT THINK TANKS: Delegates Break into Three “Think Tanks”: “B2B Financial,” “Digital Financial,” & “Branding in Financial”
• 8:00 PANEL: “Breakout Think Thanks Report to Full Delegation”
• 8:30 PRESENTATION: “After the Crisis: What’s Changed for Financial Marketers” (Daniel Rothman/Financial Times)
• 9:00 PANEL: “New Game: Digital Marketing in Financial” (Tim McEntee/Metlife, Joe Corriero/Bank of America, Ann Toomey/PARTNERS + simons, Julie Maier/Convergys Corporation)
• 9:45 PRESENTATION: “What Financial Customers Really Want in 2010” (Jennifer O’Connell/PARTNERS + simons)
• 10:15 BREAK
• 10:30 PANEL: “The Changing Role of Content in Financial Marketing” (John von Brachel/Merrill Lynch, Hugh Scallon/Aetna, Michael Rideout/Potential, Paula DeLaurentis/TD Ameritrade)
• 11:15 PANEL: “Anatomy of a Team: Financial Marketing’s Power Hub” (Philip Parrotta/ DWS Investments, Liz Hilton/Charles Schwab + Co., Tom Jago/The Ward Group, RuthAnne Dreisbach/Dreisbach Design)
• 12:00 PRESENTATION: “Connecting Creative with Measurable Results” (Frank Dudley/Brand New Idea)
• 12:30 RE-CAP & SYNTHESIS (Bill Wreaks, Chief Analyst/JFAM)
• 12:45 LUNCH : Lunch is served (Location: “10 Arts Restaurant)
• Summit Closes
Sponsored by AOL Advertising, CNBC and the Financial Times
For More Information: swreaks@financialadvertising.com, 212-752-0151
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