New York, NY

Thursday April 19th &
Friday April 20th 2018


April 20, 2017
  • 7:45 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Comments from the Chair
    Susan Avarde
    (former) Head of Global Brand, Enterprise-wide, Citigroup
  • 8:30 AM
    Keynote: Building Trust
    Using Social Media and a Social Conscience to Win Over Millennials in Financial Services
    Andrei Cherny
    CEO, Aspiration

    Building trust is an essential component to winning over millennial financial consumers, and it’s an area where traditional firms struggle. Pair your social media and social conscience to develop a brand that resonates with millennials. Develop a plan to:

    • Forge a deep engagement with discerning customers
    • Build a socially responsible brand
    • Rebuild trust in the financial industry

    Gain millennial support with your socially responsible brand.

  • 9:00 AM
    Industry Expert: Bond Brand Loyalty
    Millennials & Post-Millennials—Turning First-timers into Life-timers
    Sean Claessen
    EVP Strategy and Executive Creative Director, Bond Brand Loyalty

    If you think millennials are going to bank upside down—you’ve been sold a bill of goods. They already have, and they never will. While odds are they’ll bank where their parents did, that’s as much up for grabs as it’s ever been. In this category, especially, the loyalty of one generation tends to breed the loyalty of the next. Hear how loyalty often lies in the commonalities, the unifiers, and recognizing the subtle differences is what can future-proof your brand loyalty. Attendees will learn about:

    • Millennial and post-Millennial commonalities, nuances and segment-based opportunities
    • The where and how to turn first timers into life timers
    • The make or break loyalty moments along the millennial customer journey
  • 9:30 AM
    Power Panel
    Bridging Virtual and Face-to-face Touch Points to Engage Clients
    Susan Avarde
    (former) Head of Global Brand, Enterprise-wide, Citigroup
    Deborah Mersino
    Chief Marketing Officer, Oregon Community Credit Union
    Jason Gross
    Co-Founder & CEO, Petal
    Dani Pascarella
    Founder & CEO, Invibed

    Millennials present fewer opportunities for face-to-face interactions but provide more digital touch points. Explore ways of connecting with your clients across digital and traditional channels. Develop strategies to:

    • Make the most of face-to-face touch points
    • Ensure a consistent experience across channels
    • Personalize digital touch points

    Engage millennials across your digital and physical touch points to build better relationships.

  • 10:15 AM
    Keynote: Millennialization of Everything
    How Millennial Customer Behavior Impacts All Behavior
    Jeremy Balkin
    ‎Head Of Innovation, HSBC USA
    Author, The Millennial Book

    There are 92 million Millennials in the US today and their customer behaviors are slowly but surely transforming the way we all consume, interact, communicate, transact, pay, eat and soon, bank. In this interactive you will learn:

    • Why Millennials demand a unique mobile experience
    • How companies need to adapt to engage Millennial customers
    • How can financial services firms out front of this tectonic shift in consumer behavior and win the hearts and minds of Millennials customers today, and tomorrow
  • 10:45 AM
    Networking Break
  • 11:15 AM
    Case Study: Rethinking Marketing
    Rethink Your Marketing to Win Over Millennials In Savage New Ways
    Deborah Mersino
    Chief Marketing Officer, Oregon Community Credit Union

    Marketing to millennials is radically different than the majority of marketing a mere 4 or 5 years ago. Hear how research, voice and tone, imagery, channels, and overall strategies can set your financial institution apart — but only if you’re willing to rethink some preconceived notions about this critical target market. Discover pragmatic tips on how to:

    • Build campaigns that build both awareness and sales
    • Leverage your own staff for research and feedback
    • Influence with content, pre-roll video, social media, quizzes, microsites, and more
  • 11:45 AM
    Case Study: Millennial Spending
    Improve your Millennial Payments Strategy to Drive Growth
    Breffny O’Rourke
    Senior Director, Visa Performance Solutions

    By 2025 Millennials will be the largest spending segment. Optimize your acquisition, usage and retention of millennial cardholders to increase growth and profitability. Understand best practices to:

    • Attract more millennials as customers
    • Grow usage among existing millennial customers

    Drive profitability with your payment strategy.

    • Improve servicing to stem attrition and retain more millennials

    Create a roadmap to achieve your payments business’ objectives.

  • 12:15 PM
    Networking Lunch
  • 1:15 PM
    Case Study: Digital Adaptation
    Adapt Financial Services and Marketing to Meet the Expectations of Digital Natives
    Nidhi Gupta
    Director, Global Marketing, Western Union

    To keep pace with customer expectations, traditional financial services firms need to adapt to the digital era or they risk disruption. Source insights on how your financial institution can act more like innovative startups. Develop a plan to:

    • Embed financial services into online and mobile apps
    • Market to millennials through digital and traditional channels
    • Adopt a mobile-first approach to marketing

    Meet your customers’ expectations in the digital era

  • 1:45 PM
    Industry Expert: LexisNexis Risk Solutions
    Where Are the Creditworthy Millennials? Using Advanced Analytics to Attract the Best Prospects
    John McWilliams
    Sr. Vertical Solutions Consultant, Credit Risk Decisioning and Marketing, LexisNexis Risk Solutions

    Millennials have recently become the largest living generation in the U.S. This population of roughly 75 million 18-35 year olds are at a key point in their financial lives where they are accumulating wealth and developing lasting relationships with businesses. Amid countless data points and confusion over the appropriate strategies to address Millennials, LexisNexis recently conducted a study to uncover the most meaningful insights for businesses looking to serve this cohort. Leveraging both public and proprietary data, our study sought to answer three important questions:

    • Where do they live?
    • Are they financially healthy?
    • What assets do they own?
  • 2:15 PM
    Networking Break
  • 2:45 PM
    Case Study: Digital Advisory
    Adapting Wealth Management for a Digital World to Gain Entry-level Clients
    Dani Pascarella
    Founder & CEO, Invibed

    Traditional wealth management is too costly for young professionals with limited savings, while robo-advisors lack the personal touch many people seek. Find a middle ground by using digital platforms to deliver cost-effective financial advice to your clients. Source practical tips to:

    • Provide content-based financial advice
    • Leverage mobile and digital platforms
    • Support clients with online, one-on-one coaching

    Create your cost-effective wealth management services to gain new clients.

  • 3:15 PM
    Industry Expert: E-Spirit
    Transform Your Digital Strategy and Ecosystem to Engage Millennials
    Chris Knepp
    Vice President of Sales, e-Spirit North America

    Millennials have rocked the financial industry with their digital behaviours. The only certainty is that the channels they use today likely won’t be what they use five years from now creating a problem for marketers relying on old tactics and digital marketing tools. In this session, we’ll explore fool-proof ways you can ensure stronger long-term relationships with Millennials.

    • Provide relevant experiences for their digital channel of choice with greater ease
    • Deliver targeted content to any channel or device at the precise moment a millennial uses it
    • Future-proof your digital ecosystem to ensure delivery of the best digital experiences regardless of what the next channel is
  • 3:45 PM
    Case Study: Payment Preferences
    Explore Millennial Payment Preference and Behaviors to Create Better Products and Services
    Claire Wang
    Data and Policy Analyst, Federal Reserve Bank of San Francisco

    As millennials’ spending power is estimated to surpass $3 trillion in 2018, it is important to understand how this generation thinks and differs from previous generations. Learn what the Federal Reserve’s Diary of Consumer Payment Choice reveals about millennials’ payment behavior. Walk away with solutions to:

    • Better understand what payment instruments millennials prefer and use
    • Know how much cash millennials are holding
    • Realize how millennials are incorporating smartphones with payments

    Understand how your clients use cash and other payment forms.

  • 4:15 PM
    Keynote: Financial Literacy
    Opening up the Conversation Around Money to Create Better Financial Consumers
    Nondini Naqui
    (former) President and CEO, Society of Grownups

    Talking about money is one of the last social taboos, but getting millennials to have this conversation is critical to their financial health. Encouraging and engaging with your customers to open up about their finances in a judgment-free space can make them better financial consumers. Develop a plan to:

    • Create a safe space to discuss money
    • Improve your customers’ financial literacy
    • Customize financial planning to the individual in a holistic way
    • Help your clients get over the money taboo to improve their financial health.

  • 4:45 PM
    Conference Adjourns to Day Two
  • 4:50 PM
    Cocktail Reception

    Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Unwind, mingle and build relationships that will benefit you in the years to come.

April 20, 2017
April 21, 2017
  • 7:45 AM
    Registration and Breakfast
  • 8:15 AM
    Opening Comments from the Chair
    Sue Yasav
    Vice President, Thought Leadership and Market Insights, Synchrony Financial
  • 8:30 AM
    Keynote: YouthNation
    Building Remarkable Financial Brands in a Youth-driven Culture
    Matt Britton
    Author, YouthNation

    Businesses today have to embody the ideals of youth culture in order to succeed. Throw out your traditional marketing plans and transform your financial services firm to win over millennials. Walk away with a plan to:

    • Build stronger evangelism with a compelling brand narrative
    • Create loyal communities with immersive and engaging experiences
    • Navigate the radically-changed landscape of the future marketplace

    Adapt your brand to win clients in a youth-driven culture.

  • 9:00 AM
    Industry Expert: SapientRazorFish
    Legit inheritance — Delivering Value for Millennials on the Eve of the Great Wealth Transfer
    Rina Pandalai
    Senior Vice President and Digital Transformation Lead, SapientRazorfish

    Millennials will be inheriting $30T of generational wealth over the next 3-5 years, opening a sizable opportunity for financial institutions to support and drive value around this generational transfer of wealth. Learn:

    • How millennials and their families may be planning for this life event
    • The role banks, wealth managers and insurers can play in creating value
    • Example of the giver and receiver experience journey
  • 9:30 AM
    Fireside Chat: Casper
    Learn How a Company in Another Traditional Industry Won Over Millennials
    Lindsay Kaplan
    VP, Communications, Casper

    Founded in 2014, Casper has radically changed the traditional mattress industry business model. In the process it has built a brand adored by millennials and been named one of Fast Company’s Most Innovative Companies in the World. Get strategies to:

    • Build a brand millennials love
    • Be relevant on social media
    • Communicate in an authentic way

    Win millennials over based on success in another industry.

  • 10:15 AM
    Networking Break
  • 10:45 AM
    Keynote: Visa
    Driving Disruption to Build Brand Affinity
    Chris Curtin
    Chief Marketing Innovation and Brand Officer, Visa

    Brand authenticity and transparency are key consideration points for millennials. In order to keep their organizations relevant, marketers must be willing to break barriers and operate on the basis of disruption. Develop a strategy to:

    • Drive lasting brand preference through innovation and corporate responsibility
    • Inject innovation into digital marketing
    • Curate a 360° brand experience that resonates with the target audience
  • 11:15 AM
    Case Study: Fast Payments
    Payments Systems Improvement for Millennials: Faster and Secure
    Korie S. Miller
    Vice President and Director of Marketing Communications, Federal Reserve Bank of Chicago

    Millennials want faster payment options – whether they come from financial institutions or nonbank providers. Hear what the Federal Reserve is doing to get the payments ecosytem up to speed and how it will affect your clients. Gain insights on:

    • Keeping pace with the shifting payments landscape
    • Improving payment speed, security and efficiency
    • Collaborating to improve the U.S. payment system

    Source details on how faster payments can improve services for your millennial customers.

  • 11:45 AM
    Networking Lunch
  • 12:45 PM
    Keynote: Synchrony Financial
    Balancing Multi-generation Marketing Strategies to Win Millennials While Retaining Boomers
    Sue Yasav
    Vice President, Thought Leadership and Market Insights, Synchrony Financial

    Millennials have been analyzed for their thoughts, feelings, likes, dislikes, charity, diversity, shopping habits, debt levels, etc.; yet, actionable insights about what drives their behavior have proven more elusive. Transform your strategy to attract millennials while retaining your older customer base. Discover what millennials say they want to maximize your relevance to this important segment. This will include strategies to:

    • Become more relevant to your potential customers with targeted communications
    • Use communication strategies that address each particular generation's delighters and pain points
    • Understand drivers of behavior for boomers and millennials, including the de-bunking of popular myths and assumptions
    • Deliver business growth with a personal touch with your customers.

  • 1:15 PM
    Case Study: Transformation
    Adapt a Legacy Business to Meet Next Generation Needs
    Eric Hughes
    CMO, brightpeak financial

    A century of maintaining status quo has inhibited the financial industry’s ability to effectively connect with a younger generation. Go beyond incremental change to transform your financial institution. Gain insights into:

    • Reframing a legacy business for a younger audience
    • Providing relevant insights for a generation that has grown up with libraries of information at their fingertips
    • Helping a younger generation feel confident in their financial planning

    Move your innovation conversation out of the country club and into the microbrewery.

  • 1:45 PM
    Networking Break
  • 2:15 PM
    Case Study: Micro Apps
    Using Micro Apps to Meet Millennials’ Multiple Financial Needs
    Husani Oakley
    Chief Technology Officer, Goldbean

    Millennials are looking for personalized financial services. Micro Apps are hyper focused on the users’ specific needs and function to interact quickly and easily for maximum efficiency. Source strategies to:

    • Provide different services to handle different parts of millennials’ financial lives
    • Avoid losing customers as a result of a so-called “micro app” ecosystem
    • Integrate features into your product offerings that satisfy millennials’ expectations

    Better serve your clients with micro apps.

  • 2:45 PM
    Case Study: JPMorgan Chase & Co.
    So, You Want to Drive Business? Tell a Human Story
    Steven Gray
    Vice President, Managing Editor, JPMorgan Chase & Co.

    In this session, learn how the Chase Newsroom is building content and partnerships about personal finance, entrepreneurship, leadership, and culture—while driving business among millennials, and certainly all Americans. You’ll learn:

    • How to become a media company
    • How to craft the best media partnerships to reach millennials – and other demographic groups
    • How to protect your brand’s voice – while tapping into the authentic voice, and sensibility, of media partners that focus on millennials.
    • Use relatable human stories to unpack how millennials spend, save, and invest money
  • 3:15 PM
    Millennial Panel
    Uncover What Millennials Really Want, to Deliver Better Financial Services and Products
    La Kesha Landers
    Program Director of Financial Literacy, Clark Atlanta University
    VP of Financial Literacy and Professional Development, Millennials Chamber of Commerce
    Patrick M. Biggs
    Financial Advisor, The RBK Group at Morgan Stanley
    Danna Jacobs
    Founding Partner, Legacy Care Wealth
    Erin Lowry
    Founder, Broke Millennial
    Jimmy Cushingham
    Financial Advisor, Edward Jones

    At different stages of adulthood, millennials will require diverse products. Gain insights on these needs from a group of financial thought leaders who also happen to be millennials themselves. Create a plan to:

    • Develop financial products to fit their needs
    • Deliver financial services millennials want
    • Separate millennial myth from reality

    Gain insight into the millennial mindset direct from millennials themselves

  • 4:00 PM
    Conference Adjourns
April 21, 2017

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