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MarketingWorks FinServ

How to Connect Your Marketing Team,
Get More Done, and Prove Your Value

Thursday, June 4th
@ 12:00 – 1:30 PM CST

Thursday, June 4th
@ 12:00 – 1:30 PM CST

What Is MarketingWorks FinServ?

MarketingWorks FinServ is an invitation-only, video-based virtual event limited to senior marketers from enterprises in the financial services industry who will convene with three goals in mind:
 
  • Learn from insightful conversations led by our moderated panel
  • Participate in interactive break out room video discussions
  • Build meaningful new connections with a group of like-minded peers

About the Content

In marketing, work is becoming more complex and digitized, while workloads are heavier than ever. OKRs, KPIs, and other acronyms give us a goal to strive for, but in achieving these objectives, we may still struggle with the day-to-day work of collaboration, or execution of campaigns,  or being able to quickly pivot to meet the needs of the market, all through an increasingly distributed workforce. As your team works harder to make sure the entire marketing department runs smoothly, stays aligned, and has what they need to be successful, evaluating the way you’re getting work done is a critical success factor that is too often ignored. Forward-thinking leaders are taking a radically different approach to work to meet the endless challenges that are reshaping the workplace.

Discussion Topics

  • How to attract and retain customers in a global financial economy
  • How to ensure governance and compliance through marketing activities
  • How to be a transformational leader in the digital workplace
  • How to successfully collaborate across teams, departments and geographies
  • How to successfully digitize and transform your team into a modern marketing engine
  • How to free up time for your team to be truly creative
  • How to better foster an effective organization of the future 
  • How to prove the value of marketing with real data 
  • How to deliver on-time without sacrificing your team, or work-life balance

Moderator

Brent Rudewick
Director, Product Management
Workfront

Panelists

Glenn Coward
President & Founder
Capability Source
Tim Keane MBA, ChFC
Marketing Manager, VP
Legg Mason
Tracy Springer
Sr. Manager, Marketing Operations Process & Platforms
Charles Schwab
Connie Sprinkle
SVP, Head of Marketing Risk and Operations
City National Bank

Event Details

Date

Thursday, June 4th, 2020

Time

12:00 pm – 1:30 pm CST

Attendee Profile

Senior marketers from enterprises in the financial services industry

Agenda

12:00PM     Attendees Enter Virtual Event & Welcome Remarks

12:05PM     Video Networking in Breakout Rooms

12:15PM     Panel Discussion

12:55PM     Audience Q&A

1:10PM       Breakout Networking Sessions

12:00PM     

Attendees Enter Virtual Event

& Welcome Remarks

 

12:05PM     

Video Networking in Breakout Rooms

 

12:15PM     

Panel Discussion

 

12:55PM     

Audience Q&A

 

1:10PM     

Breakout Networking Sessions

Sponsor

workfront-logo1

Workfront is a cloud-based work management solution. With our help, enterprise teams in creative and technical industries can triumph over outdated email and relentless rework. It’s a software solution designed to put work first, and turn you into a project king. Whether in the office, or traveling, Workfront provides an ideal, centralized location to complete work and collaborate in real-time, improving productivity, creating value, and offering executive visibility into every step of the process. There’s a reason why thousands of world-class enterprise teams like Fossil, Trek, ATB Financial, Starbucks, Amazon, and FCB trust Workfront. To learn more, visit workfront.com.

Organizer

BDILogoFinal

Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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