The Financial Communications Forum 2006
    
Making the Right Connections. Making the Connections Right.

Financial Communications Forum
April 24-25, 2006
The Harvard Club
374 Commonwealth Avenue
Boston, MA

Download the current Financial Communications Forum Brochure

In financial services, like so much else today, the right connections are often the key to success. You need to connect with the right prospects and partners. You need to grab them with the right messages, in the right way, and at the right time. You’ve got to let your customers connect with you how, when, and the way that they chose. And to do all this you’ve got to engineer and orchestrate the right connectivities behind the scenes. Your communications are the key to making those connections, and making them right. Your workflows start and end with your communications. Get those right, and you have a valuable competitive advantage.

If you are involved in any aspect of financial communications - from Marketing to Operations to IT - this event will give you ideas and insight that you can apply to your own communications. The conference will gather representatives from top financial and service firms to discuss a range of topics concerning financial communications, including:
 

  • Communications Design
  • ROI and Success Metrics
  • Customer Experience Management
  • Financial Branding
  • Cross-Channel Communications
  • Effective Implementation
  • Regulations Affecting Communications

Speakers Include:


Neil Bathon
President and Founder
Financial Research Corporation

Eric Brickman
Vice President
Strategic

Warren Cormier
President
Boston Research Group

Beth Cullinan
Executive Producer, Director of Web Technologies
Standard & Poor's Financial Communications

Jamie De Peau
SVP - Marketing Communications
TIAA CREF

Tom D'Onofrio
VP, Service Delivery
Ameriprise Financial

Evelyn Ehrlich, PHD
President
EC Communications

Mike Ellison
VP
Corporate Insight, Inc.

Wes Ervin
Director
Art Plus Technology

Alexander Gavis
Vice President & Associate General Counsel
Fidelity Investments

Shari Gershenfeld
SVP - Product Development
Fidelity Personal Investments

Elizabeth Gooding
Chairman, Advisory Council
The Financial Communications Forum

Mike Hoffmann
Director, Strategic Accounts
Rapid Solutions Group

Elizabeth Krentzman
General Counsel
Investment Company Institute

John Kutch
Managing Director - Operational
Putnam Investments

Gerri Leder
Managing Director, Marketing
Legg Mason Investment Counsel

James D. Lenskold
President
The Lenskold Group

Jim Lewis
CEO
Relationship Marketing

 Rich O'Brien
Project Manager
John Hancock Financial Services

Jason Shulman
EVP, Sales and Business Development
Poindexter Systems

Paula Tkac
Financial Economist and Associate Policy Adviser
Federal Reserve Bank of Atlanta

Andrea Trachtenberg
CEO
Ivory River Marketing

Robert Traeger
VP
Pershing

Mark Weiner
President
Delahaye

Jim Wironen
VP - Financial Products and Services
AARP Financial

Dona Wong
Director, e-Business Solutions
John Hancock

Bill Wreaks
President
The Wreaks Media Corporation
 

Madeleine Yates
Director - Total Merrill Marketing
Merrill Lynch

Mike Zargaj
Senior Editor
Standard & Poor's Financial Communications


 

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