The Financial Communications Forum 2006
    
 Insight Forum 2006 - track AInsight Forum 2006 - track B
Monday, April 24
7:30 AM - 8:45 AM On-site registration and Continental breakfast
8:45 AM - 9:00 AM Welcome and Overview
ÓMaking the Right Connections, Making the Connections RightÓ
Elizabeth Gooding
Chairman, Advisory Council and CEO
Art Plus Technology
9:00 AM - 9:45 AM Keynote: "Financial Communications to 50+ Consumers"
Jim Wironen
VP - Financial Products and Services
AARP Financial
9:45 AM - 10:00 AM Refreshment Break
10:00 AM - 11:00 AM Session 1: Marketplace Update 2006
Neil Bathon
President
Financial Research Corporation
Warren Cormier
President
Boston Research Group
Mike Ellison
Executive VP
Corporate Insight, Inc.
Gerri Leder
Managing Director, Marketing
Legg Mason Investment Counsel
Moderator:
 Elizabeth Gooding
Chairman, Advisory Council and CEO
Art Plus Technology
11:00 AM - 11:15 AM Refreshment Break
11:15 AM - 12:30 PM Session 2: Regulators, Customers, and Life in Between
Alexander Gavis
Vice President & Associate General Counsel
Fidelity Investments
Geoff Kenyon
Partner
Goodwin Procter
Paula Tkac
Financial Economist and Associate Policy Adviser
Federal Reserve Bank of Atlanta
Moderator:
 Elizabeth Krentzman
General Counsel
Investment Company Institute
12:30 PM - 1:30 PM Lunch & networking - exhibits open
1:30 PM - 2:30 PM Session 3A:
Marketing to the High Net Worth
Andrea Trachtenberg
CEO
Ivory River Marketing
Session 3B:
Outsourcing: What's Out, What's In?
Mike Hoffmann
Director, Strategic Accounts
Rapid Solutions Group
John Kutch
Managing Director - Operational
Putnam Investments
Rich O'Brien
Project Manager
John Hancock Financial Services
Moderator:
 Robert Traeger
VP
Pershing
2:30 PM - 2:45 PM Refreshment Break
2:45 PM - 3:45 PM Session 4A:
Measuring How Communications Drive Sales, Cash Flow, Asset Growth, and Customer Retention
Mark Weiner
President
Delahaye
Session 4B:
Delivering the Right Message, Delivering the Message Right
Eric Brickman
Vice President, Strategic Initiatives
The Newport Group
3:45 PM - 4:00 PM Refreshment Break
4:00 PM - 5:00 PM Session 5A:
Marketing Annuities in a Changing Market
Mike Zargaj
Senior Editor
Standard & Poor's Financial Communications
Session 5B: Branding: The Brand with a Mission
Jamie De Peau
SVP - Marketing Communications
TIAA CREF
5:00 PM - 6:30 PM Cocktail reception & networking - exhibits open
Tuesday, April 25
8:30 AM - 9:00 AM Registration, Continental Breakfast, and Networking
9:00 AM - 10:00 AM Session 6: Top Trends in Financial Advertising
Bill Wreaks
President & CEO
The Wreaks Media Corporation
10:00 AM - 10:15 AM Refreshment Break
10:15 AM - 11:15 AM Session 7A: How to Mine your Customer and Rep Data and Turn it into Gold
Jim Lewis
CEO
Relationship Marketing
Session 7B: E-marketing Best Practices
Beth Cullinan
Executive Producer, Director of Web Technologies
Standard & Poor's Financial Communications
Jason Shulman
EVP, Sales and Business Development
Poindexter Systems
Greg Wilkins
Director, Financial and Healthcare Sales
Brainshark, Inc.
Moderator:
 Dona Wong
Director, e-Business Solutions
John Hancock
11:15 AM - 11:30 AM Refreshment Break
11:30 AM - 12:30 PM Session 8: Consolidated Financial Communications
Shari Gershenfeld
SVP - Product Development
Fidelity Personal Investments
Steve Hubbard
Chief Operating Officer, CSG
Wachovia Securities
Madeleine Yates
Director - Total Merrill Marketing
Merrill Lynch
Moderator:
 Mike Ellison
Executive VP
Corporate Insight, Inc.
12:30 PM - 2:00 PM Announcement of the Connections Contest Award winner
Lunch
Exhibits open
Elizabeth Gooding
Chairman, Advisory Council and CEO
Art Plus Technology
2:00 PM - 4:00 PM Post-Conference Workshop A: How to Reach Your Intermediaries
Evelyn Ehrlich, PHD
President
EC Communications
Andrea Trachtenberg
CEO
Ivory River Marketing
Copyright@InsightForums
The conference sessions, abstracts and presentations at the The Financial Communications Forum are copyrights of Insight Forums and the speakers.
Privacy Statement