Agenda

Gain proven tactics from financial marketing leaders who reallocate budgets, refine messaging, and protect revenue pipelines when economic and geopolitical conditions shift. Source practical tips to:

• Use agile planning frameworks to adjust channel mix and budgets in real time without sacrificing ROI.

• Leverage data signals to anticipate customer sentiment shifts and make timely updates to offers and creative.

• Apply risk-mitigation strategies that maintain brand trust while capitalizing on emerging market opportunities.

Advance your team’s ability to remain resilient, responsive, and growth-focused, regardless of market turbulence, to drive consistent performance and uncover new opportunities in any environment.

Drive scalable reach and deeper engagement by unifying search, social media, and reputation management. Adopt best practices to:

• Craft content that ranks in AI-driven search results and fuels social sharing.
• Align paid search, organic SEO, and hyper-local campaigns to reinforce messaging and maximize ROI.
• Integrate cross-channel analytics to measure interaction effects and dynamically guide budget distribution.

Amplify the collective impact of social, search, and reputation management to expand visibility and deliver continuous growth.

Adapt your media strategy to today’s evolving mix of traditional, digital, and social platforms for maximum impact. Source practical tips to:

• Identify high-potential emerging channels and reallocating investment to capture early-adopter audiences without exceeding budget.
• Break down silos across paid, owned, and earned teams to deliver cohesive, cross-channel campaigns.
• Update measurement frameworks to accurately track performance across today’s fragmented, privacy-focused media ecosystem.

Optimize your brand’s ability to succeed in a transforming media environment through an agile, integrated channel strategy.

Break into smaller groups of approximately 10 industry peers to work through a series of questions and challenges to share knowledge on a particular topic that is most critical to your role and business.

ROUNDTABLE A: CRISIS-READY MARKETING TEAMS.

Building Rapid-Response Protocols to Address Reputational Threats.

ROUNDTABLE B: AI GOVERNANCE IN MARKETING.

Reducing Bias, Preventing Hallucinations, and Navigating Compliance Risks.

ROUNDTABLE C: CREDIT UNION MERGER SUCCESS

Turning Member Consent into Long-Term Loyalty and Growth.

Led by Emily Stewart, VP, Growth Strategies, Meritrust Credit Union

ROUNDTABLE D: GENERATIONAL LEADERSHIP SHIFTS.

Managing Multi-Generational Teams and Audiences Simultaneously.

ROUNDTABLE E: ENTERPRISE AI READINESS.

Securing Organization-Wide Buy-In for AI Adoption.

ROUNDTABLE F: AI AGENT ADOPTION.

Establishing Governance and Prioritizing Use-Cases for Intelligent Workflows.

ROUNDTABLE G: ANALYTICS-DRIVEN DECISION-MAKING.

Democratizing Advanced Measurement and Attribution Across Teams.

ROUNDTABLE H: PERSONALIZATION AT SCALE.

Building Data and Tech Capabilities for One-to-One Marketing.

ROUNDTABLE I: SEARCH & AI SYNERGY.

Aligning AI-Powered Intent Signals with Paid and Organic Search Strategies.

ROUNDTABLE J: ADVISOR AI TOOLKIT.

Practical Dos and Don’ts for Building a Personal Brand.

Led by Angela Giombetti, Chief Marketing Officer, Wealthspire Advisors 

ROUNDTABLE K: INTELLIGENT CONTENT.

Leveraging Performance Data and AI to Plan, Produce, and Distribute Content.

ROUNDATABLE L: OMNICHANNEL ORCHESTRATION FOR GROWTH.

Unifying Customer Profiles and Campaign Triggers Across Different Touchpoints.

Elevate digital interactions by embedding AI-driven insights and automation into every touchpoint of your online events and content experiences. Source practical tips to:

• Leverage AI to tailor event agendas, session recommendations, and networking opportunities to individual attendee profiles.

• Automate follow-up communications and content delivery based on real-time engagement signals.

• Measure and optimize digital engagement with AI-powered analytics that reveal deep insights into attendee behavior.

Transform your digital event and content strategy into a personalized, scalable engine to deepen audience engagement and accelerate business growth.

Gen Z now wields over $140 billion in spending power and is shaping the future of financial services. But they don’t engage with traditional performance marketing, they engage with brands that invest in their future. This session explores how fintechs can use “value-first” campaigns to outperform ads in both trust and ROI. You’ll learn how to meaningfully connect with Gen Z through messaging frameworks rooted in authenticity, transparency, and purpose, plus proven channel strategies that actually drive engagement. Walk away with practical tactics to turn Gen Z awareness into genuine connection and long-term brand loyalty.

As AI becomes a true teammate in the creative process, the opportunity to accelerate content creation has never been greater — nor have the risks. In this fireside chat, Bill Snider, Chief Strategy and Innovation Officer at Clearview Federal Credit Union, joins Jaime Punishill, Chief Product Officer at Lytho/Stephen Diorio, to explore how forward-thinking organizations are balancing innovation with governance to protect their brand and their customers’ trust.

Discover how to:

• Reimagine AI as a teammate — a creative partner that enhances, not replaces, human ingenuity.
• Build oversight into every phase of the content lifecycle — from creation to activation, personalization, optimization, and distribution.
• Leverage data to develop an atomic understanding of your content assets and componentry for better insight, development processes, and control.
• Empower teams to move fast with “enablement at the edge” while embedding compliance and brand integrity at the core.

Join this conversation to see how innovation, structure, and trust can coexist — and how the most disciplined brands will be the ones that lead with creativity.

Build deeper customer loyalty and unlock the long-term “trust dividend” by embedding transparency, security, and authentic purpose at the heart of your marketing. Adopt best practices to:

• Communicate pricing, fees, and product details with radical transparency to reduce friction and build credibility.
• Showcase your data security and privacy practices as a competitive advantage that reassures and retains customers.
• Align brand purpose and ESG initiatives with customer values to create emotional connections and inspire advocacy.

Amplify the trust dividend to drive loyalty, referrals, and sustainable growth in competitive markets.

Prepare your organization to harness new technologies by building the skills and culture that bridge marketing, data science, and IT. Create a roadmap to:

• Identify critical skill gaps in AI, analytics, and martech, and design targeted upskilling and reskilling programs.
• Encourage cross-functional collaboration between marketing, IT, and data teams to accelerate innovation.
• Create a continuous learning culture with hands-on labs, mentorship, and strategic partnerships to keep pace with emerging tools.

Advance your workforce to lead the next era of marketing innovation through the seamless fusion of talent and technology.