AGENDA

 

8:00 BREAKFAST IS SERVED

 

8:30 OPENING REMARKS

• Bill Wreaks, Chief Analyst, Gramercy Institute

• Bob Verrico, Executive Chairman & Co-Founder, InvestingChannel

 

8:45 PRESENTATION: The Great American Wealth Transfer

• Dan Rollins, Director of Content, Marketcolor

 

9:05 PANEL: Surprise! Strategy Setting in An Uncertain Financial Marketing World

• Jill Deardorff, President, Deardorff

• Lynn Hobson, SVP, Chief Marketing Officer, WSFS Bank 

• Hannah Lysak, Account Director, Fundamental Media

• Anthony Nygren, EVP, EMI Strategic Marketing

• Elaine Villas-Obusan, Sr. Vice President, Head of Retail Marketing, US, Amundi US

 

9:35 PRESENTATION: The Future of AI & Video: Building Trust Through Authentic Content

• Kishore Kothandaraman, Co-Founder & Chief Operating Officer, Goldcast

 

9:55 PANEL: 2025: Financial Media Strategies That Work

 

• Jade Bestley, Senior Vice President, Head of Digital, Cognito

• Lou Cohen, Director, Digital Marketing & Demand Generation, Americas, EY

• Craig Cooperman, VP, Digital Marketing & Social Media, Mutual of America Financial Group

• Adam Klareich, Group Director, Ptarmigan Media

• Allison Knightly, Marketing Director, Paid Media, Columbia Threadneedle Investments ​

 

10:25 PRESENTATION: Reach Your Target, Mute The Noise

• Michael Rodov, Founder & CEO, AdNode 

 

10:45 BREAK: Coffee, Refreshments & Conversation

 

11:05 PANEL: Stand Out! Creative Strategies to Get Financial Brands Noticed

• Vicki Chan, Content Strategy Director, VanEck

• Sophie Klein, Business Director, Teamspirit US

• Paul Leibowitz, President, Leibowitz Branding & Design

• John Paolini, CCO & Partner, Sullivan

• Jeff Wilson, SVP, Head of Mktg-Business, Corporate & Investment Banking, Citizens

 

11:35 PRESENTATION: AI-Powered Content: Balancing Speed While Preserving Authenticity

• Eamonn Conway, Managing Director, Fiducial Communications Ltd.

 

11:55 REFRESHMENTS SERVED: Beverages & Savory Snacks Served & Available 

​

11:55 PANEL: Efficient Marketing: Strategies: Doing More With Less in 2025

• Allison Adams, Head, Research Products & Services, CFA Institute

• Olympia Moukas, Vice President, Head of Product Marketing, TIAA

• Bob Verrico, Executive Chairman & Co-founder, InvestingChannel

• Drew Ward, Senior Director, Investments, Marketing, Transamerica

• Steve White, SVP, Solutions Consultant, MERGE

 

12:25 PRESENTATION: Who is YOUR Audience--and Why?

• Andy Corn, CEO & Chief Strategist, E5A Integrated Marketing

 

12:45 PANEL: Enter AI: Content & Advertising Strategies for Today & Tomorrow

• Ted Birkhahn, Managing Director, Vested

• Len Costa, Partner, RooneyPartners

• Jim Misener, President, 50,000feet

• Michael Rodov, Founder & CEO, AdNode 

• Chad Smith, Director, Head, U.S. Marketing, Sharegain

 

1:15 AWARD PRESENTATION: Gramercy Institute Financial Marketing Strategy Awards

 

1:25 BEST OF SHOW PRESENTATION: Gramercy Institute Financial Marketing Strategy Award

 

1:30 Forum & Award Program Closes