JFAM Financial Marketer's Summit: EAST

RESET 2012: MARKETING IN A NEW FINANCIAL WORLD

(TOPICS: Tablet Marketing, Content-As-Marketing, Marketing Measurement, Social Marketing, Regulation, “the financial brand”)

This is the Gramercy Institute’s premier East Coast event.  Here, the Gramercy Institute hand-picks fifty senior marketing leaders (most of whom are senior marketers from major financial firms) to discuss, debate and determine the future of financial media. The Gramercy Institute will present its landmark research study on the Future of Financial Media: Owned, Earned & Purchased.  In addition, topics such as tablet marketing, content-As-marketing, marketing measurement, social marketing, regulation and “the financial brand” will be explored.

AGENDA

Wednesday Evening (May 2)

6:30-8:30 PM Delegate Welcome Reception, “The Vault”, The Ritz Carlton, Philadelphia

Thursday (May 3)

The Ritz Carlton, Philadelphia

8:00 AM Breakfast is Served (CNBC Break Room)

8:45 AM Opening Remarks: Bill Wreaks, CEO, The Gramercy Institute

9:15 AM PRESENTATION: Social Media & Compliance in Financial Marketing, David Chung, Senior Compliance Officer, ING Investments

9:45 AM PANEL: SOCIAL REVOLUTION: Social Media at Work in Financial

• David Chung, Senior Compliance Officer, ING Investments
• Howard Mills, CEO, Partners & Simons
• Jennifer Grazel, Director, Financial Services, Linkedin
• Additinal Panelists TBA

10:30 AM BREAK (CNBC Break Room)

11:00 AM PRESENTATION: Social Media: A Linkedin Perspective, Jennifer Grazel, Director, Financial Services, Linkedin

11:30 AM PRESENTATION: Marketing To The One Percent, Stacey Haefele, CEO, HNW, Inc.

12:00 PM PANEL: A DIFFERENT BREED: Financial Marketing to Affluent Audiences

• Gloria Nelson, Consultant, Morgan Stanley Smith Barney
• Stacey Haefele, CEO, HNW, Inc.

12:45 PM Working Lunch

1:00 PM PRESENTATION: The Future of Financial Media: Owned, Earned & Purchased, An In-Depth Study Presented by The Gramercy Institute

2:15 PM (Optional): DELEGATE ACTIVITIES Free Time, Museum Walk to The Philadelphia Museum of Art. Exhibit: “Van Gogh Up Close”

Thursday Evening (May 3)

6:00 PM Delegate Cocktail Reception

7:00 PM Delegate Dinner

8:00 PM PRESENTATION: NEW WORLD-NEW TEAMS: Staffing & Hiring Shifts in Financial Marketing, Tom Jago, The Ward Group

8:15 PM ONE-ON-ONE & DISCUSSION: Bill Wreaks, CEO, The Gramercy Institute moderates audience questions and interviews Tom Jago, The Ward Group

8:30 PM Delegate Predictions: The Future of Financial Marketing

Friday (May 4)

8:00 AM Breakfast (CNBC Break Room)

8:45 AM SYNTHESIS OF THEMES: Bill Wreaks, Chief Executive Officer, The Gramercy Institute

9:00 AM PRESENTATION: Jamie DePeau, Chief Marketing Officer, Lincoln Financial, “The Essential Elements of Lincoln Financial’s ‘You’re In Charge’ Campaign”

9:30 AM PANEL: AUTHENTIC CONNECTION: Branding in Financial in 2012

• Jamie DePeau, Chief Marketing Officer, Lincoln Financial
• Richard Smith, Chief Marketing Officer, AIG Bank
• Jeffrey Wilson, SVP Marketing, GE Capital
• Gail Gross, Dir., Brand, Communications & Marketing Tools, Bank of America
• Tony Saitta, SVP, Brand Management and Communications, Citi

10:30 AM Break (CNBC Break Room)

11:00 AM DISCUSSION: Marketing To Women in Financial Services

• Barbara Cerf, Corp. VP, Women's Market, New York Life
• Other Panelists Still Confirming

11:30 AM PANEL: BEYOND MEASUREMENT: Measurement & Optimization in Financial Marketing

• Daniel Harley, Retail Marketing Executive, Vanguard
• Craig Shiffrin, Director, Online Marketing, E*TRADE Financial
• Harlan Schwarz, SVP, Group Account Director, TargetCast, tcm
• Sarah Kim-Tomcek, Senior Manager, Strategy & Analysis, TD Ameritrade

12:15 PM PANEL: MOBILE & TABLET: Connecting with Financial Audiences in 2012

• Craig Cooperman, VP Interactive Marketing, Prudential Financial
• Brian Serfass, VP, Global Marketing, Pershing/BNY Mellon
• Kathleen Morris, Director, Millennial Media

1:00 PM (Optional) Lunch is Served, Delegates are encouraged to break into small groups on their own over lunch at The 10 Arts restaurant at the Ritz Carlton.