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JFAM Financial Marketers' Summit: EAST05/05/2010 - 05/07/2010

Join The Journal of Financial Advertising & Marketing along with 50 top leaders from the world's leading financial firms for this important two day summit. It takes place at Philadelphia's historic Ritz Carlton hotel. Contact: swreaks@financialadvertising.com for more information or call 212-752-0151.

Sponsored by AOL Advertising, CNBC and the Financial Times

The 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 (Sue Herera, Co-Anchor, CNBC’s Power Lunch)

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., 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, 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, Ian Keldoulis/Willoughby Partners)

• 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, David James, VP, Product Strategy/Convergys)

• 9:45 PRESENTATION: “Financial Intermediaries: A Study in Crisis & Contradiction” (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/MadePossible, 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

For More Information: swreaks@financialadvertising.com, 212-752-0151

Time:
6:00 PM

Information:
Join The Journal of Financial Advertising & Marketing along with 50 top leaders from the world's leading financial firms for this important two day summit. It takes place at Philadelphia's historic Ritz Carlton hotel. Contact: swreaks@financialadvertisi

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