Add to my calendar

Join us on

Download Brochure

Venue


The Crowne Plaza
Times Square Manhattan
1605 Broadway
New York, NY 10019

Conference Agenda

Monday, December 3, 2012

Click on any of the track details below to view a detailed explanation
Fostering Innovation A. Brand Building Customer-Centric Strategies Fostering Innovation B.
10:00 AM -
Registration Opens

Sponsored by:
Neustar

11:15 AM - 12:30 PM
Pre-Conference Workshop: Improving Attachment to Your Brand Through Channel Migration
Mike Papirio, Senior Client Service Manager, GALLUP
Sean Williams, PhD., Senior Consultant, GALLUP
12:30 PM -
Chairman’s Opening Remarks
Tim Spence, Partner, OLIVER WYMAN | FINANCIAL SERVICES
12:45 PM -
Keynote Address: Revealing the Creative Genius in Teams
David Kuehler, Portfolio Director, Innovation Capability, PROCTOR & GAMBLE
1:30 PM -
Keynote Address
Theresa McLaughlin, Chief Marketing Officer, CITIZENS FINANCIAL GROUP
2:15 PM -
Break
2:45 PM -
Track: Fostering Innovation A. View Track A Conversation About Social Media…
Moderator: Ed Terpening, Senior Consultant, ALTIMETER GROUP
Laura Fink, Vice President Social Media Strategy & Small Business Strategy, AMERICAN EXPRESS OPEN
Jennifer Grazel, Head of Financial Services Category Development, LINKEDIN
Bianca Buckridee, Social Media Operations Manager, JPMORGAN CHASE
Joel Nathanson, Head of Social Media, BANK OF THE WEST
Nathan Bricklin, SVP, Head of Wholesale Social Strategy, WELLS FARGO & COMPANY
2:45 PM -
Track: Brand Building View Track Using Sports Sponsorship to Increase Brand Value
Nicole Boivin, Senior Vice President & Chief Branding & Communications Officer, MANULIFE
Elise Neils, Managing Director for the U.S., BRAND FINANCE
3:45 PM -
Track: Fostering Innovation A. View Track Taking Global Branding Local
Nancy Jones, Chief Marketing Officer, ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA
3:45 PM -
Track: Brand Building View Track The New Rules of Brand Building
Michael D'Esopo, Senior Partner, Director of Brand Strategy, LIPPINCOTT
4:15 PM - 4:45 PM
Networking Break
4:45 PM -
Track: Fostering Innovation A. View Track Scalable Intimacy in a Social World: Bringing Banking Back To Our Core
Frank Eliason, Senior Vice President of Social Media, CITI
4:45 PM -
Track: Brand Building View Track Building a Global Wealth Management Brand
Mark Fell, Head Strategy, Brand & Marketing, RBC WEALTH MANAGEMENT
5:15 PM -
Conference Concludes for the Day Followed by a Cocktail Reception

Tuesday, December 4, 2012

Click on any of the track details below to view a detailed explanation
Fostering Innovation A. Brand Building Customer-Centric Strategies Fostering Innovation B.
8:00 AM -
Continental Breakfast
8:30 AM -
Chairman’s Recap of Day 1
Tim Spence, Partner, OLIVER WYMAN | FINANCIAL SERVICES
8:45 AM -
Keynote Address: It's the Product, Stupid
Shamir Karkal, Co-Founder & CFO, SIMPLE
9:30 AM -
Keynote Address: Financial Services Marketing...Driving Success in a Challenging Environment
Jamie Moldafsky, Executive Vice President & Chief Marketing Officer, WELLS FARGO
10:15 AM -
Networking Break
10:45 AM -
Keynote Address: Becoming a Purpose Driven Company
Rilla Delorier, Executive Vice President and Chief Marketing and Client Experience Officer, SUNTRUST BANKS, INC.
11:30 AM -
Keynote Address: Lowering All Boundaries is the Key to Unlocking Growth
Amy Radin, CMO, AXA FINANCIAL
12:15 PM - 1:30 PM
Luncheon for All Participants
12:15 PM - 1:30 PM
Industry Innovation Luncheon Session: What do 204 banks have to say about digital signage?
Rich Meszaros, EVP, Market Development, JOHN RYAN
Jim Rice, EVP, Market Development, JOHN RYAN

Sponsored by:

1:30 PM -
Track: Customer-Centric Strategies View Track Financial Innovation & Behavioral Economics
Josh Wright, Managing Director and Acting Executive Director, IDEAS42
1:30 PM -
Track: Fostering Innovation B. View Track Innovation Institutionalized
Harry E.M. Brandicourt, SVP, Managing Director, Strategic Planning Group, Director of Innovation, FIFTH THIRD BANCORP
2:00 PM -
Track: Customer-Centric Strategies View Track State of the Art Marketing Analytics & ROI
Dan Marks, Chief Marketing Officer, FIRST TENNESSEE BANK
2:00 PM -
Track: Fostering Innovation B. View Track Challenging Convention In Challenging Times
Jim Weber, EVP & Chief Marketing Officer, COMERICA, INC.
2:30 PM -
Networking Break
3:00 PM -
Track: Customer-Centric Strategies View Track How to Reach the Fastest Growing Wealth Segment in America
Leslie Paladin, SVP and Managing Director, Retail Banking, HNW, INC.
David Hinman, SVP, Retail Banking, FIFTH THIRD BANK CHICAGO
David Sheehan, EVP Marketing - Personal Wealth Management, CITIBANK
Scott Baran, Mass Affluent Segment Director, SOVEREIGN BANK
3:00 PM -
Track: Fostering Innovation B. View Track How to Leverage Marketing Technology Start-Ups to Grow Your Business
Rick Milenthal, Executive Chairman, ENGUAGE
Patti Ziegler, Senior Vice President, Global Marketing, SCOTTS MIRACLE-GRO
Jon Bond, Founder, KIRSHENBAUM BOND
John Detwiler, Founder and President, LOYALTY COMMERCE
3:30 PM -
Track: Fostering Innovation B. View Track Are You a SuperBanker? Best Practices in Using Gamification to Drive Financial Services Marketing Results
Moderator: Campbell Edlund, President, EMI STRATEGIC MARKETING
4:00 PM -
Conference Concludes