Agenda - Financial Communications Forum '08
The Princeton Club of New York / April 15-16, 2008
Day One: April 15
Registration, Breakfast & Networking (Exhibits Open)
Welcome & Opening Remarks
Keynote Session –
Batter Up! Targeting & Launching The Player’s Club, a Specialized Publication for High Net Worth Athletes
Lenny K. Dykstra, Founder & President, The Players Club; member, 1986 World Champion New York Mets; contributor, theStreet.com
Randall Lane, President, Doubledown Media
Meet the Sponsor: NEPS
Break (Exhibits Open)
The Impact of Broadband on Financial Communications Strategies, Tactics, and Execution (panel)
Moderator
Tony Quin, CEO, IQ Interactive
Panelists
Ralph Cummins, Director, Global Brand Strategy, Genworth Financial
Rob Elfner, VP & Retirement Marketing Director, Wachovia
Ken Hittel, VP, Corporate Internet Department, New York Life
Building Brands Using Print, Web, and Mobile Media
Charles J. Reisler, Managing Partner, Crescent Partners, LLC
J Berry, Founder, JB Design
Dr. Raymond Pettit, Vice President, MarketShare Partners
Lunch (Exhibits Open)
Making Transpromo Work: A Technologist's-Eye View (panel)
Moderator
Elizabeth Gooding, President, Art Plus Technology
Panelists
Nasser Barghouti, Vice President, Chief Technology Officer , EMC Document Sciences
Dan Kloiber, Chief Technology Officer, Exstream Software by HP
Kurt Konow, Data Center Segment Marketing Manager, Production Printing Business Group, Ricoh Americas Corp.
Meet the Sponsor: EMC Document Sciences
A. Assembling, Producing & Delivering Secure Online Statements
Stephen Bartlow, Vice President & Business Strategy Manager, Total Merrill Services, Merrill Lynch
B. Leveraging Economic Research in Financial Communications
Robin Ratliff, Assistant VP and Assistant Corporate Secretary, Federal Reserve Bank of Cleveland
Kelly Banks, Assistant VP and Public Information Officer, Federal Reserve Bank of Cleveland
A. Building Relationships with Financial Advisors
Andy Edwards, Manager, kasina
B. Usability Testing and Marketing Materials Redesign at TIAA-CREF
Deborah Bosley, Ph.D., Principal, The Bosley Group and Director, the Center for Humanities, Technology, and Science, University of North Carolina at Charlotte
Olympia Moukas, Executive Director of Marketing Communications, TIAA-CREF
A. Notice & Access Update: Technology Responses to New SEC Initiatives (panel)
Moderator
Mara Shreck, Attorney, Investment Company Institute
Panelists
Deborah Doane, Vice President of Product Marketing, EDGAR Online
Chuck Callan, Senior Vice President, Corporate Affairs, Broadridge
Chris Crafford, Vice President, Development, Fiserv Output Solutions
B. More Than a Pretty Picture: Information Design, Clarity, Color & Personalization (panel)
Moderator
Robert Linsky, Vice President, Design, Art Plus Technology
Panelists
Erin Eisinger Katrincic, Information Strategist, Carpenter Group
Jed Rumora, Partner, 42Fish
Cam Shapansky, Partner & Consultant, Blue North Strategies
Cocktail Party + Professional Table Tennis Demonstration by Tahl Leibovitz, Paralympic and Parapan American Games Gold Medalist and Current United States Olympic Table Tennis Athlete of the Year (Exhibits Open)
Day Two: April 16
Registration, Breakfast & Networking (Exhibits Open)
Elizabeth Gooding, Art Plus Technology, representing the Award Sponsor
Michael Ellison, Corporate Insight, Inc., representing the Award Judges
Timm Haskins, Vice President, Information Delivery, Putnam Investments
Break (Exhibits Open)
Elizabeth Cicchetti, Senior Marketing Communications Specialist, Mutual Trust Financial Group
From Savers to Spenders: Marketing to the Boomer Generation
Barbara Hume, Chief Marketing Officer, Annuities Division, Sun Life Financial
Lunch (Exhibits Open)
Becky Seefeldt, Marketing Director, HSA Bank
Measures & Metrics: The Business Case for Effective Communication
Elizabeth Gooding, President, Art Plus Technology
Michael Ellison, Executive Vice President, Corporate Insight, Inc.
Prize Drawings & Adjournment