Agenda

PLEASE NOTE ALL TIMES ARE EST (-4:00 GMT)

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8:00 am

DAY TWO REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS

8:50 am

DAY TWO OPENING REMARKS FROM THE CHAIRPERSON

9:00 am

KEYNOTE PRESENTATION: DIGITAL RISK, DIGITAL REWARD

Scaling Innovation While Mitigating Risk

Accelerate digital transformation and new product launches without exposing your brand to unnecessary regulatory, security, or reputational risk. Source your plan of action by:

  • Embedding proactive risk assessments and compliance checks into innovation workflows to address issues early.
  • Designing structured pilot programs and controlled sandboxes to encourage rapid experimentation while minimizing exposure.
  • Using real-time monitoring and predictive analytics to identify emerging threats and adjust strategies effectively.

Achieve the perfect balance between bold digital initiatives and robust risk management for sustainable growth.

9:30 am

INDUSTRY EXPERT PRESENTATION: SOCIAL, SEARCH & INFLUENCE CONVERGENCE

Leveraging Cross-Channel Synergy for Exponential Reach

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

  • Craft content that ranks in AI-driven search results and fuels social sharing through influencer collaboration.
  • Align paid search, organic SEO, and influencer 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 influence to expand visibility and deliver continuous growth.

10:00 am

PANEL DISCUSSION: MEDIA IN FLUX

Navigating the Rapidly Shifting Landscape of Paid, Owned, and Earned Channels

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.

10:45 am

REFRESHMENTS BREAK & EXHIBITOR LOUNGE:
ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

11:15 am

ROUNDTABLE DISCUSSIONS (45 mins)

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: DRIVING DIGITAL ADOPTION.

Overcoming Resistance to New Channels and Technologies.

 

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.

12:00 pm

INDUSTRY EXPERT PRESENTATION: AI & BRAND GOVERNANCE

TRACK 1: RESILIENT BRAND

Safeguarding Trust While Deploying Generative Content at Scale

Ensure every AI-driven asset upholds your brand’s integrity and compliance standards. Source practical tips to:

  • Establish governance frameworks and human-in-the-loop checkpoints to vet AI-generated content for accuracy and brand voice.
  • Embed compliance filters and review processes to prevent regulatory missteps in automated campaigns.
  • Train AI models on brand guidelines and refine them through continuous feedback to maintain consistency.

Excel at balancing innovation with rigorous governance and oversight to unlock the full potential of AI-powered creativity while safeguarding brand integrity and trust.

12:00 pm

INDUSTRY EXPERT PRESENTATION: AI-POWERED ANALYTICS

TRACK 2: MODERN MARKETING CAPABILITIES

Elevating Campaign Performance and Personalization with Advanced Analytics

Unlock deeper insights and real-time optimization by integrating AI-driven analytics into your marketing stack. Master the success factors to:

  • Apply predictive models to forecast customer behavior and tailor campaigns for maximum engagement.
  • Implement real-time dashboards that trigger automated adjustments to messaging, channels, and budget allocation.
  • Democratize data science through user-friendly AI tools and cross-functional collaboration to drive ongoing performance gains.

Transform your analytics practice into a proactive growth engine that continually enhances personalization and ROI.

12:00 pm

INDUSTRY EXPERT PRESENTATION: AI AGENTS FOR GROWTH

TRACK 3: DATA & AI ENABLED GO-TO-MARKET

Automating Campaign Planning, Budget Allocation, and ROI Optimization

Harness the power of AI agents to manage complex marketing tasks, freeing your team to focus on strategy and creativity. Create a roadmap to:

  • Identify marketing workflows that deliver the highest ROI when automated.
  • Deploy AI-driven agents to plan campaigns, allocate budgets, and continuously optimize performance based on real-time data.
  • Establish governance and human-in-the-loop processes to ensure AI decisions align with brand, compliance, and business objectives.

Amplify growth and efficiency by embedding intelligent automation into your marketing operations.

12:30 pm

CASE STUDY: THE POWER OF THE UNSCALABLE

TRACK 1: RESILIENT BRAND

Balancing High-Touch Impact with Scalable Efficiency

Break free from “automate everything” thinking and discover how bespoke, relationship-driven tactics can drive unmatched trust, loyalty, and differentiation in financial services. You will walk away with actionable strategies on:

  • Identifying moments in the customer journey where hyper-personalized outreach delivers outsized ROI compared to automated campaigns.
  • Designing unscalable experiences—concierge onboarding, custom content, surprise-and-delight touchpoints—that deepen emotional connections.
  • Integrating high-touch initiatives with automated programs to create a balanced marketing mix that maximizes both efficiency and human impact.

Leave with a refreshed perspective on when to scale, when not to, and how unscalable moments can make your brand unforgettable.

12:30 pm

CASE STUDY: INTENT-DRIVEN FORECASTING

TRACK 2: MODERN MARKETING CAPABILITIES

Harnessing Search Data, AI Models and Integrated Infrastructure to Predict Business Growth

Leverage enterprise-grade data integration and AI to convert digital signals into accurate forecasts of product demand and asset inflows. You will walk away with practical advice on:

  • Building a unified data infrastructure that blends on-site behavior, CRM records, and external search intent for AI modeling.
  • Training forecasting models that translate search-volume shifts into early indicators of mutual-fund interest and broader market demand.
  • Connecting marketing activity to revenue uplift with attribution frameworks that link intent clusters to actual inflows and business KPIs.

Transform digital marketing from click generation to growth prediction by operationalizing AI-powered intent insights across your organization.

12:30 pm

CASE STUDY: SMB CONQUEST STRATEGY

TRACK 3: DATA & AI ENABLED GO-TO-MARKET

B2B Playbooks for Reaching and Winning Over Small Businesses

Capture the growing small-business segment with targeted strategies that address their unique needs and deliver measurable acquisition. Take back to your office strategies to:

  • Segment SMB audiences by size, industry, and growth stage to craft tailored value propositions.
  • Design multi-channel outreach that resonates with an entrepreneurial mindset.
  • Measure and optimize campaigns with SMB-specific metrics like deal size, time to close, and lifetime value.

Master a proven playbook that turns small-business prospects into loyal, long-term clients.

1:00 pm

NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS

2:00 pm

INDUSTRY EXPERT PRESENTATION: AI-ENHANCED ENGAGEMENT

Scaling Personalization with Intelligent Digital Experiences

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.

 

2:30 pm

CASE STUDY: GENERATIONAL SHIFT PLAYBOOK

TRACK 1: RESILIENT BRAND

Engaging Emerging Talent and Next-Gen Customers with Adaptive Messaging

Connect authentically with emerging talent and Gen Z/Millennial customers through tailored messaging and channels. Adopt best practices to:

  • Create values-driven content that resonates with younger audiences’ priorities.
  • Select and optimize channels to reach next-gen customers and recruits on their preferred platforms.
  • Implement feedback loops and analytics to refine messaging in real time based on engagement and sentiment data.

Adapt your brand and workforce strategy to stay relevant with generation-tailored communication.

2:30 pm

CASE STUDY: IN-HOUSE CRM ENGINE

TRACK 2: MODERN MARKETING CAPABILITIES

Turning Member Engagement Metrics into a Profitability Growth Driver

Build a custom CRM that captures the right data, earns executive credibility, and propels credit-union growth. You will walk away with practical advice on:

  • Designing a home-grown CRM architecture that unifies member data, scales easily, and avoids the common pitfalls that doom off-the-shelf implementations.
  • Creating an engagement index that translates marketing interactions into a metric executives understand – loyalty, wallet share, and lifetime value.
  • Linking engagement scores to profitability goals and using CRM insights to prioritize campaigns, cross-sell opportunities, and resource allocation.

Transform your CRM from a contact database into a strategic growth engine that drives measurable revenue and member loyalty.

2:30 pm

CASE STUDY: INTELLIGENT CONTENT ENGINE

TRACK 3: DATA & AI ENABLED GO-TO-MARKET

Data-Driven Creation and Distribution for Maximum Relevance

Accelerate content ROI by using audience insights and performance data to guide every stage of creation and delivery. Master the success factors to:

  • Analyze customer behavior and search trends to pinpoint high-impact topics and formats.
  • Leverage AI-assisted tools to draft, optimize, and adapt content for different channels at scale.
  • Automate distribution workflows — email, social, and web — to deliver the right message to the right audience at the right time.

Enrich your content strategy with a data-informed engine that drives measurable engagement and ongoing relevance.

3:00 pm

PANEL DISCUSSION: RISK-REWARD CREATIVE FRAMEWORK

TRACK 1: RESILIENT BRAND

Balancing Bold Storytelling with Compliance in Financial Marketing

Drive bold creative campaigns that captivate audiences while embedding compliance at every stage. Take away specific solutions to:

  • Establish a risk-reward rubric to evaluate creative concepts against regulatory requirements.
  • Embed compliance checkpoints into the creative workflow to maintain speed and governance.
  • Collaborate with legal and compliance teams early to turn constraints into creative opportunities.

Heighten your team’s creative freedom with rigorous compliance standards to drive bold campaigns that captivate and convert.

3:00 pm

PANEL DISCUSSION: MARKETING IMPACT MEASUREMENT

TRACK 2: MODERN MARKETING CAPABILITIES

Linking Attribution, ROI, and Zero-Party Data to Clear Business Outcomes

Prove marketing’s value by combining advanced attribution models, ROI frameworks, and zero-party data insights. Source practical tips to:

  • Design multi-touch attribution models that accurately reflect credit across complex customer journeys.
  • Integrate zero-party data into your measurement strategy to enhance personalization and attribution accuracy.
  • Present ROI-driven narratives and dashboards that link marketing activities directly to revenue, retention, and growth metrics.

Achieve measurable business outcomes from every marketing initiative to build trust and secure continued investment from executive stakeholders.

3:00 pm

PANEL DISCUSSION: DATA-DRIVEN DEMAND GENERATION

TRACK 3: DATA & AI ENABLED GO-TO-MARKET

Optimizing Engagement, Lead Nurturing, and Pipeline Growth

Boost your funnel performance by embedding data and analytics at every stage of demand generation. Develop a blueprint to:

  • Build a predictive framework to identify high-value prospects and prioritize outreach.
  • Design automated, behavior-triggered nurture streams that deepen engagement and advance leads.
  • Align sales and marketing through shared metrics and real-time dashboards to accelerate pipeline velocity.

Transform your demand generation engine into a data-fueled growth machine that delivers continuous, measurable results.

3:45 pm

REFRESHMENTS BREAK & EXHIBITOR LOUNGE:
ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS

4:00 pm

INDUSTRY EXPERT PRESENTATION: CUSTOMER TRUST DIVIDEND

Earning Loyalty Through Transparency, Security, and Purpose-Driven Branding

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.

4:30 pm

KEYNOTE FIRESIDE CHAT: TALENT & TECH FUSION

Upskilling Teams for AI, Analytics, and the Next Wave of Martech Innovation

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.

5:00 pm

CLOSING REMARKS & END OF SUMMIT

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