Home Agenda Speakers Sessions Sponsors Registration Location Lodging How to Exhibit Exhibitor Info Kit About Us Contact Us Platinum Gold Silver Associatio Associatio Making the Right Connections. Making the Connections Right.Financial Communications ForumApril 24-25, 2006The Harvard Club374 Commonwealth AvenueBoston, MA Download the current Financial Communications Forum BrochureIn 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 BathonPresident and FounderFinancial Research CorporationEric BrickmanVice PresidentStrategicWarren CormierPresidentBoston Research Group Beth CullinanExecutive Producer, Director of Web TechnologiesStandard & Poor's Financial CommunicationsJamie De PeauSVP - Marketing CommunicationsTIAA CREFTom D'OnofrioVP, Service DeliveryAmeriprise FinancialEvelyn Ehrlich, PHDPresidentEC CommunicationsMike EllisonVPCorporate Insight, Inc.Wes ErvinDirectorArt Plus Technology Alexander GavisVice President & Associate General CounselFidelity Investments Shari GershenfeldSVP - Product DevelopmentFidelity Personal InvestmentsElizabeth GoodingChairman, Advisory CouncilThe Financial Communications ForumMike HoffmannDirector, Strategic AccountsRapid Solutions Group Elizabeth KrentzmanGeneral CounselInvestment Company InstituteJohn KutchManaging Director - OperationalPutnam Investments Gerri LederManaging Director, MarketingLegg Mason Investment Counsel James D. LenskoldPresidentThe Lenskold GroupJim LewisCEORelationship Marketing Rich O'BrienProject ManagerJohn Hancock Financial Services Jason ShulmanEVP, Sales and Business DevelopmentPoindexter Systems Paula TkacFinancial Economist and Associate Policy AdviserFederal Reserve Bank of Atlanta Andrea TrachtenbergCEOIvory River Marketing Robert TraegerVPPershingMark WeinerPresidentDelahayeJim WironenVP - Financial Products and ServicesAARP FinancialDona WongDirector, e-Business SolutionsJohn HancockBill WreaksPresidentThe Wreaks Media Corporation Madeleine YatesDirector - Total Merrill MarketingMerrill LynchMike ZargajSenior EditorStandard & Poor's Financial Communications Previous Forums Read what some of our past forum attendees had to say... Copyright@InsightForumsThe conference sessions, abstracts and presentations at the The Financial Communications Forum are copyrights of Insight Forums and the speakers. Privacy Statement
Download the current Financial Communications Forum BrochureIn 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:
Speakers Include:
Beth CullinanExecutive Producer, Director of Web TechnologiesStandard & Poor's Financial CommunicationsJamie De PeauSVP - Marketing CommunicationsTIAA CREFTom D'OnofrioVP, Service DeliveryAmeriprise FinancialEvelyn Ehrlich, PHDPresidentEC CommunicationsMike EllisonVPCorporate Insight, Inc.Wes ErvinDirectorArt Plus Technology
Alexander GavisVice President & Associate General CounselFidelity Investments
Shari GershenfeldSVP - Product DevelopmentFidelity Personal InvestmentsElizabeth GoodingChairman, Advisory CouncilThe Financial Communications ForumMike HoffmannDirector, Strategic AccountsRapid Solutions Group
Elizabeth KrentzmanGeneral CounselInvestment Company InstituteJohn KutchManaging Director - OperationalPutnam Investments
James D. LenskoldPresidentThe Lenskold GroupJim LewisCEORelationship Marketing Rich O'BrienProject ManagerJohn Hancock Financial Services
Jason ShulmanEVP, Sales and Business DevelopmentPoindexter Systems
Paula TkacFinancial Economist and Associate Policy AdviserFederal Reserve Bank of Atlanta
Andrea TrachtenbergCEOIvory River Marketing Robert TraegerVPPershingMark WeinerPresidentDelahayeJim WironenVP - Financial Products and ServicesAARP FinancialDona WongDirector, e-Business SolutionsJohn HancockBill WreaksPresidentThe Wreaks Media Corporation
Madeleine YatesDirector - Total Merrill MarketingMerrill LynchMike ZargajSenior EditorStandard & Poor's Financial Communications
Previous Forums
Read what some of our past forum attendees had to say...