GRAMERCY FORUM: NYC 

Financial Marketing That Matters: Tomorrow’s Tools &  Strategies

The Gramercy Institute is pleased to announce a remarkable gathering of the top minds in financial services marketing. Gramercy Forum: NYC takes place at Thomson Reuters’ 30th Floor Auditorium (3 Times Square) in New York City.  The event takes place on Thursday morning March 26, 2015 (8:00AM-12:45 PM). Breakfast will be served.

Here, the very brightest senior leaders at the world's top financial and marketing brands will be chiming-in on our overarching theme: “Financial Marketing That Matters: Tomorrow’s Tools &  Strategies.”

Also at the Gramercy Forum: NYC as we will honor the work of the 20 Most Valuable Partners in Financial Marketing and will celebrate their inclusion in this powerful and trusted group of effective financial marketing partners.

AGENDA

8:00 BREAKFAST: Breakfast is Served

8:30  OPENING REMARKS:  What Works in Financial Marketing & How Do We Know? 

• Bill Wreaks, Chief Analyst, Gramercy Institute

8:50  REMARKS: Financial Education & The Financial Brand 

• Tyler Grundmeier, Director of Business Development, EverFi, Inc.

9:00  PANEL: Taking A Stand: Strategic Brand Management in Financial

• Berta Aldrich, Chief Marketing Officer, Franklin Square Capital
• Kimberly Bindra, Director, Marketing, Duff & Phelps, LLC
• Tyler Grundmeier, Director of Business Development, EverFi, Inc.
• Tim Mickelborough, Founder & CMO, Global Marketing Exchange

9:30  PRESENTATION: 2015-The Year of the Valued Connection

• Bob Verrico, Chief Executive Officer, InvestingChannel

9:45  PANEL: Re-Defining Media: Content’s Role in Financial Marketing

• Stuart Burkhoff, VP, Marketing Programs, Ameriprise Financial Services, Inc.
• Alex Lirtsman, Founding Partner, Chief Strategist, Ready Set Rocket
• Bill Riordan, Publisher, Reuters.com, Thomson Reuters
• Bob Verrico, Chief Executive Officer, InvestingChannel

10:15  AWARD PRESENTATION: 20 Most Valuable Partners in Financial Marketing

Awards Presented by Judges:

• Lou Cohen, SVP, Digital Mktg., Head of Search, Affiliate Marketing & Lead Generation, Citi
• Rich Smith, Chief Marketing Officer, Ditech Mortgage Corp.
• Jeffrey Wilson, SVP, Director of Marketing & Communications, GE Capital

10:30  BREAK: Coffee & Conversation

11:00  PANEL: Financial Marketing Must-Have: Truly Strategic Partnerships

• Lou Cohen, SVP, Digital Mktg., Head of Search, Affiliate Marketing & Lead Generation, Citi
• Hunter Ricks, Digital Marketing Strategist, Lincoln Financial Group
• Rio Slaven, Head of Marketing, Tradier, Inc.
• Jeffrey Wilson, SVP, Director of Marketing & Communications, GE Capital 

11:30   RESEARCH REPORT: Effective ROI Analysis in Financial Marketing

• Vin Turk, Co-Founder & SVP, Audience Development, Madison Logic

12:00  PANEL: The Big Idea: Building A Culture of Innovation in Financial Marketing

• Michael Buzzeo, Head of International Marketing, FXCM
• Jennifer Lindauer, SVP, Director of Advertising, North America Consumer, Citi
• Rich Smith, Chief Marketing Officer, Ditech Mortgage Corp.
• Lea Stendahl, Managing Director, Brand & Marketing Communications, TD Ameritrade
• Vin Turk, Co-Founder & SVP, Audience Development, Madison Logic 

12:40  CLOSING REMARKS:  Industry Snapshot

•  Bill Wreaks, Chief Analyst, Gramercy Institute

 

The following discussion topics will be explored at this forum

• The Big Idea: Building A Culture of Innovation in Financial Marketing
• Taking A Stand: Strategic Brand Management in Financial
• Who Knew? The Ingredients of Sound Customer Understanding
• In Plain Sight: Targeting The Right Financial Audience
• Financial Marketing Must-Have: Truly Strategic Partnerships
• Re-Defining Media: Content’s Role in Financial Marketing

About 20 Most Valuable Partners in Financial Marketing

Each “Most Valuable Partner” was nominated by a recommending financial brand. Each nomination, then, was evaluated and graded by an independent panel of six judges—all senior marketers from major financial firms.  These judges scored each nomination according to a variety of criteria. Gramercy Institute then ranked the scores from highest to lowest. The result is this group of “The Most Valuable Partners in Financial Marketing.”

 

 

ATTEND FORUM & CEREMONY

$395 per person / $1,185 for a 4 ticket package