Meeting Overview



The good news: the economy is slowly picking up speed, and customers’ spending habits are reflecting that. The bad news: customers are still being very cautious, and the financial services industry is on the frontline to receive the brunt of this public negativity. Consequently, CMOs within the financial industry face significant pressure to create a trustworthy, dependable brand while also demonstrating improved value to customers in a much more competitive market. Similarly, these CMOs must also drive ROI and juggle all of the initiatives that the modern CMO owns – digital marketing, strong traditional marketing channels, building analytical teams, synthesizing and acting upon big data, content marketing – and all of this within a regulated industry.

Argyle Executive Forum is bringing together leading CMOs and marketing leaders from a variety of industry verticals to discuss best-practices and innovative marketing strategies in a discussion-based format at our 2014 CMO Leadership Forum: Spotlight on Financial Services taking place in New York. 

This event will feature insights from top executives, including:

Speaker
Michael Antman Vice President, Marketing
INTL FCStone
View Bio »
Speaker
Tricia Blair Senior Vice President, Chief Digital Officer and Head of Enterprise IT Services
Lincoln Financial Group
View Bio »
Speaker
Kathy Blomquist National Account Executive
BlueSpire Strategic Marketing
View Bio »
Speaker
Will Bordelon Executive Vice President, Vertical Markets
Merkle
View Bio »
Speaker
Michael Brenner Head of Strategy
NewsCred
View Bio »
Speaker
Brent Buntin Vice President, Enterprise Sales
Yext
View Bio »
Speaker
Roberta Butler Senior Vice President, Marketing
FM Global
View Bio »
Speaker
Fu'ad Butt Vice President Marketing Technology
Oppenheimer Funds
View Bio »
Speaker
Marilyn Cox Marketing Principal, Industry Practices, Oracle Marketing Cloud
Oracle
View Bio »
Speaker
Jamie DePeau Chief Marketing Officer
Lincoln Financial Group
View Bio »
Speaker
Anita Gandhi Vice President of Strategic Services
Experian Marketing Services
View Bio »
Speaker
Morgan Gold Vice President, Brand & Advertising
TIAA-CREF
View Bio »
Speaker
Evan Graner Senior Vice President, Brand Culture & Capability
Citi
View Bio »
Speaker
Bill Harrison Senior Vice President, Commercial Marketing
RBS Citizens
View Bio »
Speaker
Reuben Katz Director of Business Development and Marketing
NVISION
View Bio »
Speaker
Kathy Klingler SVP & Chief Marketing Officer
Santander
View Bio »
Speaker
John Lee Executive Vice President, Vertical Markets
Merkle
View Bio »
Speaker
Donna MacFarland Chief Marketing Officer, Retirement Plan Services
Lincoln Financial Group
View Bio »
Speaker
Patrick McLean Vice President, Digital Brand Strategy
Capital One Financial
View Bio »
Speaker
Russ Meyer Global Director, Strategy and Insights
Siegel+Gale
View Bio »
Speaker
Joel Mier Vice President, Product & Services Marketing
Genworth Financial
View Bio »
Speaker
Mary O'Keefe SVP & Chief Marketing Officer
Principal Financial Group
View Bio »
Speaker
Courtney Pierce Sr. Marketing Director
Brightcove
View Bio »
Speaker
Steve Rhodes Senior Innovations Manager, Marketing
Japs-Olson Company
View Bio »
Speaker
Harvey Scholl Chief Operating Officer
mGage
View Bio »
Speaker
Joe Stanhope Senior Vice President, Marketing
BrightTag
View Bio »
Speaker
Patrick Sullivan SVP, Head of Inegrated Analytics
AIG
View Bio »
Speaker
Bryan VanDyke Head of Digital Strategy
Morgan Stanley
View Bio »
Speaker
Jim Yares Chief Operating Officer
CrownPeak
View Bio »
  • 7:45am – 8:45am Breakfast
  • 8:45am – 8:50am Argyle Executive Forum Opening Remarks
  • 8:50am – 8:55am Introducing Kathy Klingler:
    read more »

    Kathy Blomquist National Account Executive BlueSpire Strategic Marketing

  • 8:55am – 9:30am "COLLABORATION MAKES CENTS: HOW CONSUMERS INSPIRED 'BECOMING SANTANDER' IN THE U.S." 
    read more »

    In 2009, Santander acquired Sovereign Bank in the middle of a global recession so launching in the U.S. market where there was no brand awareness was challenging. However, by collaborating directly with customers, prospects and team members throughout the transformation, Santander has successfully entered the U.S. market and is seeing ongoing momentum and positive results. Join Kathy Klingler, CMO, Santander, as she discusses how the bank’s strategic investment in consumer collaboration has been critical in helping them "become Santander". Kathy KlingerSVP & Chief Marketing OfficerSantander

  • 9:35am – 9:55am Thought Leadership Spotlight Presented by Oracle
    read more »

    “Investing in Your Clients and Firm:Yield High Returns through Engagement, Enablement, and Analytics”

    Today the client journey doesn’t end with they sign the papers – that’s only the beginning.   Earning clients is hard work, but retaining them can be even harder. Keeping them is obviously critical to success. But if you don’t engage them intelligently and appropriately at each step, they’ll become disenchanted and seek guidance with competitors.

    And while engagement with clients, and client satisfaction, are monumentally important, engagement with your internal teams is also essential.  Given the turnover trends and attrition rates, engagement with your agents, advisors, and brokers extending from recruitment to onboarding and through their years at the firm is necessary.

    This engagement and enablement must be a continued focus.  Companies must become easier to do business with, internally and externally.  They must be accessible across all communication channels.

    But triaging personnel and fiscal resources to address this growing multichannel marketing demand can be a challenge.  Opinions on resource allocation can lead to misalignment across the business.  Firms must make smarter business decisions based on collective analytics.

    In this presentation we’ll discuss how to:

    • Define and develop a niche brand
    • Collect and analyze data and metrics to make smarter business decisions
    • Enable resources internally to effectively engage clients
    Marilyn CoxMarketing Principal, Industry Practices, Oracle Marketing CloudOraclePlease note this session is off the record.

  • 9:55am – 10:20am Coffee Break
  • 10:20am- 10:25am  Introducing 
    read more »

    “Building and Maintaining Exceptional Brands”Harvey SchollChief Operating Officer mGage 

  • 10:25am – 11:10am Panel Discussion
    read more »

    “Building and Maintaining Exceptional Brands”Understanding the evolution of the modern customer and the new brand dialogue in today’s digital, highly connected world

    • How are brands adjusting to this new dynamic customer-centric dynamic?
    • How are marketers connecting with customers across multiple channels in a thoughtful, complementary manner?
    • What does consumer-centric mean for B2B brands?  Is it important for B2B brands to have consumer relevance?
    • What does 
    simple mean to a brand? In brand experience? In messaging?
    • How does a brand create simpler experiences?  What’s the benefit and how does this effort affect the bottom line?
    • Regarding innovation as it relates to brands and branding, what is relevant for audiences, internally and externally?
    •  How are CMOs convincing their CEOs to believe that brand is important? 
    Moderator:Evan GranerSenior Vice President, Brand Culture & CapabilityCitiPanelists:Morgan GoldVice President, Brand & AdvertisingTIAA-CREFDonna MacFarlandChief Marketing Officer, Retirement Plan ServicesLincoln Financial Group Russ MeyerGlobal Director, Strategy and InsightsSiegel + Gale Mary O'Keefe SVP & Chief Marketing Officer Principal Financial Group Courtney PierceSr. Marketing DirectorBrightcove

  • 11:15am – 11:35am Thought Leadership Spotlight Presented by Experian Marketing Services
    read more »

    “Creating the Bank of the Future...and the Future is Now”

    It's well documented that Millennials are significantly different than any previous generation. Their purchase behavior, borrowing and savings behavior, ethnic diversity and use of digital technology are causing banks to rethink how they deliver services and engage what is now the largest generational population in the country. Anita Gandhi, Vice President of Strategic Services at Experian Marketing Services will discuss the dynamics of this generation and its impact on the bank of the future including marketing, branch strategies, online banking and portfolio management. 

    Anita GandhiVice President of Strategic ServicesExperian Marketing Services

  • 11:35am – 11:50am Coffee Break
  • 11:50am – 11:55pm Introducing 
    read more »

    “Driving Powerful Customer Experiences through Global & Localized Interactions” Reuben KatzDirector, Business Development and MarketingNVISION 

  • 11:55am – 12:40pm Panel Discussion 
    read more »

    “Driving Powerful Customer Experiences through Global & Localized Interactions” Understanding the expectations of the modern customer

    • Building the infrastructure to continually engage with customers and determine what they want, and how to leverage that information in order to improve their experience
    • How do brands go about maintaining a global brand while also delivering a localized experience?
    • How is your organization maintaining the incredible amount of data in today’s digital world? How is this enabling the team to deliver a more relevant customer experience?
    • How does your brands global brand differ from your localized brand efforts? How is the marketing team organized to address these efforts?
    • What challenges have you encountered in delivering locally relevant content?
    Moderator:Bryan VanDykeHead of Digital StrategyMorgan StanleyPanelists:Brent BuntinVice President, Enterprise SalesYext Roberta ButlerSenior Vice President, MarketingFM Global Bill HarrisonSenior Vice President, Commercial MarketingRBS Citizens Patrick SullivanSVP, Head of Inegrated AnalyticsAIG

  • 12:45pm – 1:05pm Thought Leadership Spotlight Presented by NewsCred
  • 1:05pm – 2:05pm Lunch
  • 2:05pm – 2:25pm Thought Leadership Spotlight Presented by Merkle 
    read more »

    Will BordelonExecutive Vice President, Vertical MarketsMerkle John LeeExecutive Vice President, Vertical MarketsMerkle

  • 2:30pm – 3:20pm Panel Discussion
    read more »

    "Renewing & Strengthening the Focus on the Customer"Understanding how the past decade of digital advancements has fundamentally transformed customer behavior

    • Evaluating whether your marketing strategies have adapted properly
    • Never letting the company’s focus on a successful strategy or star product overwhelm its awareness of the constantly evolving wants and needs of the customer
    • Understanding the intersection of traditional marketing and newer digital techniques
    • Fully integrating new technologies and digital channels into your marketing strategy
    • Best practices in aligning new marketing strategies with tried and true techniques for the greatest possible impact
    • Integrate the traditional with the new, the offline with the online, etc.
    • Using the newest technologies and output of consumer data to gain a deeper understanding of your target consumers
    Moderator:Fu’ad ButtVice President, Marketing TechnologyOppenheimer Funds Panelists:Michael AntmanVice President, MarketingINTL FCStone Joel MierVice President, Product & Services MarketingGenworth Financial Steve RhodesSenior Innovation Specialist Japs-Olson Company Jim YaresChief Operating OfficerCrownPeak

  • 3:20pm – 3:35pm Coffee Break
  • 3:35pm – 4:15pm Fireside Chat featuring:
    read more »

    Jamie DePeauChief Marketing OfficerLincoln Financial Group AndTricia BlairChief Digital OfficerLincoln Financial Group 

  • 4:15pm – 4:20pm Argyle Closing Remarks
  • 4:20pm – 5:20pm Closing Reception

What will be discussed? Explore marketing hot topics and challenge areas such as:
 

Omnichannel strategy

Evaluate where you are on the omnichannel maturity curve, reflect on how your team is driving accountability around the omnichannel customer experience, and find out what you could be doing better. Our speakers will discuss:

  • Methodologies for measuring ROI
  • Targeting with customer data
  • Managing cross functional collaboration
  • Comparing single and multichannel interactions

Mobile Marketing

Confront the shift to the mobile consumer head on, by learning how the Fortune 500 has adapted their marketing efforts for mobile devices. Discuss mobile's evolution and make predictions for the future. Get briefed on:

  • Optimizing content for mobile
  • Managing the mobile channel as a marketer
  • Building a unified view of users across channels
  • Measuring the ROI of mobile

Buyer 2.0: the B2B customer

Who is the B2B customer of today, as opposed to 5-10 years ago? Learn how successful organizations have implemented new channels and capabilities to reach this specific type of consumer. Gain insight into:

  • Catering outreach to the customer
  • Empowering your sales team
  • Establishing brand credibility
  • Becoming a thought leader

Customer engagement

Explore how we understand our customers in today's hyper-connected world, and develop a brand dialogue to effectively communicate with them. Hear discussions on:

  • Understanding audience fragmentation
  • Connecting emotionally with customers
  • Communicating across multiple touch points
  • Integrating new media with traditional strategy

The digital CMO

The digital sphere has changed the role of the CMO, in scope and practice. Talk about how this affects all areas of the executive agenda, from budgeting to hiring. Learn how top CMOs are:

  • Being catalysts for change
  • Adopting new measurement tools
  • Defining new roles to add value
  • Leading by example

Content marketing

Exceed your customer's expectations for a tailored experience with effective content marketing. Find out how other marketing leaders are:

  • Driving engagement through personalization
  • Measuring content efforts
  • Exploring new communication channels
  • Understanding customer preferences

Still have questions? We have answers.

I want to attend, but what if I'm unsure of my schedule and need to cancel my participation?

Just let us know. We understand that schedules change! However, we always have a waiting list for this event, and if you don't cancel, we will assume you are still attending and your spot will go unused. If you must, cancel at least 48 hours prior to the event to make room for others!

What if I can't be OOO for a whole day, or need to come late?

We have wifi and private rooms available for attendees to take calls and spend some quiet time on emails, as well as access to printing. Have a morning meeting you can't miss? No problem. This event was designed for busy executives - we get it.

I'd like to bring some colleagues. Do I need to register them online?

Events are more fun with friends, and we'd be happy to host your team. You can have them register online, or send us their names, titles and email addresses and we will take care of it for you!

I don't see the event venue listed. Where will the meeting be held?

To maintain exclusivity, we don't release the venue address until the registration process has been completed. All logistical details will be shared once you have requested a pass and been approved.

The 2014 Chief Marketing Officer Leadership Forum: Spotlight on Financial Services in New York is proudly sponsored by:

About Image
  • "Argyle offers a terrific opportunity to learn about marketing challenges and strategies across industries."

    The CMO of Perry Ellis on how the CMO forums create a space to share perspectives and solutions with peers in an informal setting.

  • "As a member of the CMO community, I have been impressed by the caliber of the organization and the network. "

    A VP of Marketing at Compass Group USA on attending Argyle CMO events and making connections.

  • "Their forums bring together engaging speakers and fascinating content. "

    The CMO of Constellation Brands on the Argyle CMO series.

Traveling for the event? Stay at one of our recommended hotels nearby:

Please note the below are preferred hotels of Argyle Executive Forum. 

Venue

Alex Hotel

205 East 45th Street
New York, NY 10017
Telephone: (212) 867-5100
Website

Venue

Algonquin Hotel

59 West 44th Street
New York, NY 10039
Telephone: (212) 840-6800
Website

Venue

Iroquois Hotel

49 West 44th Street
New York, NY 10039
Telephone: (212) 977-2719
Website

Venue

Mansfield Hotel

12 West 44th Street
New York, NY 10039
Telephone: (212) 944-6050
Website

Venue

The New York Helmsley Hotel

212 East 42nd Street
New York, NY 10017-5857
Telephone: (646) 658-0640
Website

Continuing Education Credits:

Due to the nature of our program, Argyle events do not always receive continuing education credits. We do make efforts to apply in several states and will work with members to apply as an individual if credits are not awarded for the event. Should we receive credits, we do however inform our members.