The Marketing to Millennials for Financial Services event will give you how-to’s, strategies and key insights on:
Through case studies from leading financial services companies, get the in’s and out’s so you don’t make costly mistakes!
This must-attend conference will help you recognize lucrative opportunities for your firm in meeting the needs of Millennials and winning their business.
Although, not a millennial as defined by his age, Jeff Fromm is the Millennial Marketing Guy™. Jeff is President of FutureCast, a marketing consultancy that specializes in millennial trends, and is a contributing writer at Forbes.com. Jeff is a frequent speaker on marketing, consumer trends, and innovation. Jeff has published numerous research reports on the millennial consumer and is the co-author of “Marketing to Millennials” (2013) and “Millennials with Kids” (2015).
Jeff has over 25 years of marketing consulting experience across dozens of brands ranging from Build-a-Bear Workshop to Whole Foods. He is a shareholder and Board Member at Three Dog Bakery, Service Management Group, Tickets For Less, and FutureCast. Jeff is a graduate of The Wharton School of the University of Pennsylvania and was an exchange student at The London School of Economics.
Susan creates and builds brands by originating and activating “Future fit” ideas. Her modern worldview has helped 45+ companies globally. As the Head of Global Brand at Citigroup she was the driving force behind creating the iconic Citi Brand, now a beacon in 100+ countries. Renowned for her vision and storytelling ability as exemplified by “The World’s Citi” and the 200 years global campaign, Susan created magnetic themes to empower business growth. During her tenure at Citi, marketing won 200+ awards.
Susan has been invited to the White House twice and is a TED, Forbes Women and Fortune Most Powerful Women participant. She was a delegate at Oxford University’s “Power Shift 2015” and her various speaking engagements have been moderated by The New York Times, eBay and The Economist. Fast Company Magazine plus The Women’s Venture Fund have recognized her innovative work and she was recently honored as one of "Gotham’s Visionary Leaders" by the WCCNY.
Alec Hughes is a senior vice president and segment strategy leader at Wells Fargo. He is responsible for leading the company’s efforts to attract and serve high growth segments, including the Millennial, Student, LGBT and Military/Veterans markets in the U.S. He oversees segment-specific strategies, the development of business and marketing plans, and defines the company’s priorities to maximize corporate efforts within these key communities nationwide to increase Wells Fargo’s brand awareness, consideration, engagement, acquisition and cross-sell.
He is an active volunteer within the non-profit community:
As VP, Social Media at Legg Mason, Courtney shapes social programs across LinkedIn, Twitter, YouTube, Facebook, and more. She leads and executes strategy, content creation, advertising, competitive and campaign analysis, and listening insights in order to gain and strengthen social relationships, drive engagement and traffic, and ultimately tie social objectives to key business goals. Throughout her career she’s held digital leadership roles excelling in innovative branding, marketing, and media strategies, client-experience improvement, and loyalty program development. Her previous experience includes working at a division of Time, Inc. as Senior Email Marketing Manager; ModelCo Cosmetics as Brand Manager; and in various Marketing Manager roles at L’Oreal USA, Dyson, Inc. Vacuums, The Metropolitan Museum of Art, Phyto Haircare, and Alloy Media. She holds a Bachelor of Arts Degree in English from Santa Clara University, Santa Clara, CA.
Since the late ‘90s, Evan Gerber has created innovated technology solutions for unique business problems. Evan is the Vice President of Mobile Design and Emerging Interactions at Fidelity Investments. An avid technophile and self proclaimed device fanatic, he is fascinated by the interplay of business, technology, and culture.
Evan's first engagement in the mobile space was over a decade ago, and he has been at the forefront of developing customer experiences for multiple devices ever since. He has supported global brands in envisioning, designing, and implementing major mobile, social, and eCommerce campaigns, including clients such as Sprite, Adidas, and Blue Cross.
A frequent speaker and writer, Evan has spoken at prestigious conferences such as Mobile World Congress and Ad:Tech, and has published on topics including social networking for millennials, the usability of content management, best practices in internationalization and localization, and how to create usable, relevant mobile experiences.
Evan graduated with honors in Anthropology from Brandeis University, and also received a DEUG +1 from Universite Paul Valery in Montpellier, France. An avid traveler and award-winning chef, Evan is happiest when there is great food involved or mountains to climb.
As vice president, Customer Experience, Allison Landers is accountable for the design and execution of a comprehensive digital strategy for Group Insurance (GI). She is also responsible for furthering GI’s customer experience strategy, including Voice of the Customer research and benchmarking.
Landers brings nearly 20 years of digital and 10 years of financial services experience to her role in GI. She joined Prudential in 2015 from TD Bank, where she was head of online and tablet banking. Prior to TD, she was senior vice president of the Online and Mobile Channels for KeyBank. Her previous experience includes roles at AmericanGreetings.com, AOL, and a start up for the parent company of Travelocity.
Recognized as an industry leader, Landers is a frequent speaker at conferences and universities. She is the former chair of the Consumer Bankers Association Digital Channels Committee.
Landers holds a Bachelor of Arts degree in journalism from Indiana University, and an MBA in marketing from Marymount University.
Tobin McDaniel is president of Schwab Wealth Investment Advisory, Inc., a registered investment advisor and the sponsor of Schwab Intelligent Portfolios™, Charles Schwab’s new automated investment advisory service, and the advisor solution, Institutional Intelligent Portfolios™.
Prior to his current role, McDaniel served as Chief of Staff to Charles R. Schwab, founder and chairman of The Charles Schwab Corporation. McDaniel joined Charles Schwab & Co. in 2011 as a managing director of Retail Strategy, where he led strategy development and strategic initiatives for the Investor Services business.
Before Schwab, McDaniel worked at Nationwide Insurance, one of the largest diversified insurance and financial services organizations in the country. He also worked at McKinsey and Company and at Air Products and Chemicals, Inc.
McDaniel earned a Bachelor of Science degree from Carnegie Mellon University and a Master of Business Administration degree from the Wharton School, University of Pennsylvania. He holds FINRA Series 7, 24, and 66 registrations.