FUTURE OF
FINANCE MARKETING

We’re always analyzing marketing success stories to uncover what makes their approach work today–and, most importantly, how you can apply those winning strategies to your business. We work with each speaker, one-on-one, to craft the best training sessions for you.

Allen Plummer
Global Head of Content
The Carlyle Group

Liz Ferguson
Director of Media
Brighthouse Financial 

Jack Richards
Global Head of Integrated
& Field Marketing
Onclusive

Abel Flint
VP, Creative and Activations
JPMorgan Payments

WEDNESDAY, DAY 2

12pm ET – 2:30pm ET

State of Finance Marketing for 2025
12:00pm ET
Jason Keath, Social Fresh

Join our high level review of the channels, messaging, and tactics that finance brands are relying on and the innovations that will shape how finance brands connect with their audience in 2025. 

INTERVIEW: Risk, Reputation, and Results: FM’s Approach to Content and Paid Media 
12:20pm ET
Kaydee Marcinek, FM

Learn how Kaydee Marcinek, CMO at FM, is driving awareness with thought leadership, strategic sponsorships, and hyper-targeted media campaigns to position the company as a leader in risk management.

From Clicks to Clients: Unlocking True Attribution in Finance Marketing
12:55pm ET
Mike Allton, Agorapulse

Connecting social and content engagement to real business outcomes is essential for finance brands. Join Mike Allton of Agorapulse to learn how attribution models and reporting are evolving to prove ROI, optimize spend, and gain leadership credibility.

PANEL: Evolving Performance Growth: Breaking Down Channel, Messaging, and Creative Opportunities
1:20pm ET
Brighthouse Financial, Chubb, Designity, Robertson Stephens

Learn how our panel of experts is optimizing performance marketing with strategies for channel selection, messaging, and creative. Uncover emerging paid media content opportunities that are driving growth for finance brands.

INTERVIEW: Connecting Channels: Bridging Events, Social, and Digital for B2B Success
1:55pm ET
Steve Jones, Fidelity

Fidelity’s marketing approach for their Employer products integrates an adaptive mix of social media, events, and digital campaigns to best reach a hard-to-target audience. In our interview with Director of Marketing, Steve Jones, discover their strategies for leveraging LinkedIn, research-driven content, ABM targeting with Salesforce, and maximizing ROI from in-person and virtual events.

Email us at [email protected] to learn about partnership opportunities.

“…the leading edge …incredible results.”

“Social Fresh helped show us how great creative is an opportunity to be on
the leading edge. They produced incredible results and got us going
in directions that we wouldn’t have pursued if they hadn’t brought
them to the table.”

“…the posts we created from that session are our highest engaging content out of the entire year. 100% of the ideas came from that one session at a Social Fresh event.”

“I remember thinking, ‘Whoa, we pretty much have takeaways from every speaker who stepped on that stage.

We’d never done memes before, and the meme posts we created from that session are our highest engaging content out of the entire year. 100% of the ideas came from that one session.”

“It was amazing to hear directly from the people behind the successful campaigns I’d seen on social…”

“It was amazing to hear directly from the people behind the successful campaigns I’d seen on social. Because we might see that campaign and think, ‘Wow, that’s so cool,’ but if you hear the story of how it really came together, it’s really helpful.”