Meeting Overview

Perspectives By:

Michael Antman
Vice President, Marketing

Tricia Blair
Senior Vice President, Chief Digital Officer and Head of Enterprise IT Services
Lincoln Financial Group

Kathy Blomquist
National Account Executive
BlueSpire Strategic Marketing

Will Bordelon
Executive Vice President, Vertical Markets

Michael Brenner
Head of Strategy

Brent Buntin
Vice President, Enterprise Sales

Roberta Butler
Senior Vice President, Marketing
FM Global

Fu'ad Butt
Vice President Marketing Technology
Oppenheimer Funds

Marilyn Cox
Marketing Principal, Industry Practices, Oracle Marketing Cloud

Jamie DePeau
Chief Marketing Officer
Lincoln Financial Group

Anita Gandhi
Vice President of Strategic Services
Experian Marketing Services

Morgan Gold
Vice President, Brand & Advertising

Evan Graner
Senior Vice President, Brand Culture & Capability

Bill Harrison
Senior Vice President, Commercial Marketing
RBS Citizens

Reuben Katz
Director of Business Development and Marketing

Kathy Klingler
SVP & Chief Marketing Officer

John Lee
Executive Vice President, Vertical Markets

Donna MacFarland
Chief Marketing Officer, Retirement Plan Services
Lincoln Financial Group

Patrick McLean
Vice President, Digital Brand Strategy
Capital One Financial

Russ Meyer
Global Director, Strategy and Insights

Joel Mier
Vice President, Product & Services Marketing
Genworth Financial

Mary O'Keefe
SVP & Chief Marketing Officer
Principal Financial Group

Courtney Pierce
Sr. Marketing Director

Steve Rhodes
Senior Innovations Manager, Marketing
Japs-Olson Company

Harvey Scholl
Chief Operating Officer

Joe Stanhope
Senior Vice President, Marketing

Patrick Sullivan
SVP, Head of Inegrated Analytics

Bryan VanDyke
Head of Digital Strategy
Morgan Stanley

Jim Yares
Chief Operating Officer


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. 

Argyle meetings are by invitation only. If you did not receive an invitation but would like to inquire about attendance, please click here.

*Press policies for member meetings are set at the individual session level. Some sessions may be on the record, while others are off. Please consult the meeting agenda, which will indicate which sessions are off the record. To inquire about media presence, please click here.

Date: Wednesday, June 11, 2014

Time: 7:45am – 5:20pm

Location: New York, NY
Twitter Hashtag: #ArgyleCMOFin
*Event location will be disclosed to attendees upon completion of the registration process.

Advance registration is required for all member meetings. Registration is not available onsite.

back to top ↑