Special Thanks to Our Platinum Sponsors!
See the complete list of sponsors here!
"The Financial Communications Forum is unique in its impressive combination of practitioners, consultants, and academics. This collaboration provides insightful, thoughtful, and actionable concepts that attendees can take home and implement. I am proud to be associated with it."
– Warren Cormier
President, Boston Research Group and
Co-Founder, Behavioral Finance Forum
2008 Financial Communications Forum
Creative Strategies for Expert Execution
April 15-16, 2008 / Princeton Club of New York
The 2008 Financial Communications Forum – the 12th in the annual series – is an exclusive two-day event packed with expert sessions covering everything from design to delivery and from best-practices to technology.
- Learn how the likes of Citi, Federal Reserve Bank of Cleveland, Genworth, HSA Bank, Mutual Trust Financial Group, Putnam Investments, Sun Life Financial, TIAA-CREF, and Wachovia are efficiently creating, designing, and delivering effective information!
- Hear Keynote Speaker Lenny K. Dykstra, former Mets and Phillies All Star and columnist on theStreet.com, talk about the thinking behind and targeting of his new high net worth publication for professional athletes!
- Gain insight into such Hot Topics as:
- Transpromo
- Baby Boomer Marketing
- Secure Online Statement Delivery
- Shareholder Notice & Access
- Customer Self-Service
- Building Advisor Relationships
- Usability Testing & Materials Redesign
- Info Design, Clarity, Color & Personalization
- Business Case for Effective Communication
- and more!
- Visit with a bevy of sponsors that includes some the financial industry's most trusted providers of technology, expertise, and information!