Marketing & Communications Intelligence for The World’s Leading Financial Firms

 

 

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($1,195 per person, three-person team for $2,995)


When

Tuesday September 13, 2016 at 3:00 PM EDT
-to-
Wednesday September 14, 2016 at 6:00 PM EDT
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Where


Bear Creek Mountain Resort
101 Doe Mountain Lane
Macungie, PA 18062

 
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($1,195 per person, three-person team for $2,995)

 

REGISTRATION PRICING - DELEGATE PASSES

Single Delegate ($1,195): Includes lodging (room), meals, receptions, activities at Bear Creek Mountain Resort, plus full Gramercy Institute Summit program

Three-Person Team ($2,995): Includes three (3) “Single Delegate” passes, plus lodging (room), meals, receptions, activities at Bear Creek Mountain Resort, plus full Gramercy Institute Summit program.

MEMBER FIRM DELEGATE PRICING-GRAMERCY INSTITUTE

Membership in the Gramercy Institute is limited to financial brands-only.
For information on GI membership, email: swreaks@financialadvertising.com

Registration GI Members-Single Delegate - ($795): Includes lodging (room), meals, receptions, activities at Bear Creek Resort & Conference Center, plus full Gramercy Institute Summit program.



MEMBERSHIP: GRAMERCY INSTITUTE

Questions?

Samantha Wreaks
Gramercy Institute
212-752-0151
swreaks@financialadvertising.com


 

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GRAMERCY FINANCIAL MARKETING STRATEGY SUMMIT

HERE & NOW: Exploring Strategies That Work in Financial Marketing

Bear Creek Mountain Resort, Lehigh Valley, PA

The Gramercy Institute is pleased to announce its Gramercy Financial Marketing Strategy Summit, an overnight, full-emersion strategy conference designed exclusively for senior leaders in financial services marketing.  This think-tank BEAR CREEK RESORT experience brings together the top marketing minds from the world’s leading financial brands along with other industry leaders and has been forumlated to bring to light the industry’s most innovativative strategies through the sharing of best practices, problem solving discussion and deep-dive learning. 

The Gramercy Financial Marketing Strategy Summit takes place in a modern, wooded, mountain-view retreat in Pennsylvania’s Lehigh Valley (just 2 hours West of NYC, 1.5 Hours North of Philadelphia). The agenda is thoughtfully constructed to maximize learning for senior marketrs.

AGENDA
TUESDAY, SEPTEMBER. 13 (Afternoon)

3:00 DELEGATES ARRIVE & CHECK-IN / WELCOME RECEPTION

4:00 GROUP ACTIVITIES (Geo-Caching, Biking, Hiking, Swimming, etc.)

6:00 RECEPTION/LIVE ENTERTAIMENT:  Cocktails, Hors d’oeuvres & Light Dinner

7:00  WORDS OF WELCOME: Bill Wreaks, Chief Analyst, Gramercy Institute

7:15  PANEL: Power of Partnership in Financial Marketing
  • Phil Bellini, Vice President, Fusion92
  • Chris Finn, Director, Client Services, Thinkso
  • James McLain, President & CEO, FI Creative
  • Jeff Wilson, VP, External Communications, Fannie Mae               
WEDNESDAY, SEPTEMBER 14

6:15  OPTIONAL MORNING WORKOUT

8:15  BREAKFAST: Breakfast is Served

9:00  PRESENTATION: The Alignment of Sales, Marketing, & Product functions to Drive Growth & Profitability
 John Neeson, Managing Director, Co-Founder, SiriusDecisions

9:20  PANEL: REPUTATION MATTERS: Strategies to Move The Needle in the Digital Age
  • Berta Aldrich, Chief Marketing Officer, Franklin Square Capital Markets
  • Andrew Healy, Partner and co-founder, Water & Wall Group
  • Dan Simon, CEO & Co-Founder, Vested
  • Geoffrey Underwood, VP, Director of Brand Marketing, Eaton Vance
10:00  RESEARCH: The Anatomy of The Advisor
  • Bob Hermann, President & CEO, Discovery Data
  • Bob Verrico, Executive Chairman & Co-Founder, InvestingChannel
10:30  BREAK: Coffee & Conversation

11:00  PANEL: INSIDE & OUT: Communicating the Essence of The Financial Brand
  • Jennifer Lindauer, SVP, Director of Advertising, Citi
  • Donna Macfarland, President, Accelerate Strategies
  • Rich Smith, Chief Marketing Officer, Ditech Financial
  • Stephen Tisdale, SVP, Head of Marketing, OppenheimerFunds
11:40 PRESENTATION: Challenges, Opportunities & Implications for Asset Managers in 2016
  • Daniel Rothman, Director of Insight, Financial Times
12:00  PANEL: FOLLOW THE CUSTOMER: Mapping the Customer Journey in Financial
  • Erin Meijer, Dir., Thought Leadership & Content Strategy, Guardian Life Insurance Co.
  • Kirti Srikant, VP, Brand & Advertising, OppenheimerFunds    
  • Charlie Tarzian, Founder & CEO, The Big Willow
  • Eric van den Heuvel, Managing Partner-Media, The Gate
12:40 LUNCH: Lunch is Served

1:00 LUNCHEON PRESENTATION: Brain Power. Get Ready
  • Gregory Yates, Chief Marketing Officer, RICG
1:30 PRESENTATION: Millennials, Marketing & Financial Services
  • Scott Cohen, Managing Director & Partner, Quattro
  • Shantini Munthree, Managing Partner, Union Marketing Group
1:50 PANEL: BULL’S EYE: Reaching The Right Targets at the Right Time &  Place
  • Michael Buzzeo, Head, International Marketing, FXCM
  • Dan Harley, Senior Manager, Retail Marketing, Vanguard
  • Andrew Wagner, Chief Executive Officer, Trafficbuyer Digital
  • Additional panelist to be announced     
2:30 PRESENTATION: Content Marketing in Financial Services
  • Joseph Porcellini, Vice President, Market Realist
2:50 PANEL: MAKING THE BUSINESS CASE: Modern Marketing Metrics Drives Successful Future Action
  • Brian Serfass, SVP, Head of Product Management, CapitalOne
  • Anthony Vitalone, Global Head of Digital Innovation & Strategy, VanEck
  • Kris Davis, SVP, Media Experts
  • David Blackburn, Head, Digital Marketing, DTCC
3:30 PRESENTATION: Enter Now: No Scrubs Needed-Story Telling in 360 Degrees
  • Kirti Srikant, VP, Brand & Advertising, OppenheimerFunds
4:00 BREAK-OUT GROUPS: Scenario Analyses
  • OPTION 1: Brand & Reputation Management
  • OPTION 2: Journey Mapping & Targeting
  • OPTION 3: Metrics & Success Measurement
5:00 CLOSING REMARKS: Bill Wreaks, Chief Analyst, Gramercy Institute

5:15  COCKTAILS & DISCUSSION AT THE GRILLE
 
6:00  SUMMIT CLOSES

(AGENDA IS SUBJECT TO CHANGE)

REGISTER

($1,195 per person, three-person team for $2,995)