7:30 am
REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
9:00 am
KEYNOTE PRESENTATION: THE MODERN MARKETING PLAYBOOK
Bridging Data, Creativity, and Business Strategy to Drive Growth
Generate measurable business impact, align with financial decision-makers, and scale their efforts for maximum ROI by leveraging data, marketing technology, and creative strategy. This keynote will explore the core marketing skills and strategic levers needed to create high-value, insight-driven marketing functions. You will walk away with:
- A roadmap for connecting marketing strategy with business objectives to secure investment and leadership buy-in.
- Strategies to integrate data, creativity, and marketing technology for personalized engagement at scale.
- Insights on building a marketing career by aligning with key stakeholders, from the CMO to the CFO and CIO.
Reimagine marketing as a strategic, revenue-driving force that shapes the future of your business.
9:30 am
KEYNOTE PANEL DISCUSSION: ORGANIZATIONAL CHANGE MANAGEMENT
Transforming Marketing into a Growth Engine Through Agile Teams, Cultural Shifts, and Metrics That Matter
Lead an organizational transformation that positions marketing as a critical growth driver. This session will explore how to navigate leadership transitions, embrace collaborative methodologies, and build agile teams that deliver measurable impact. Master the success factors to:
- Shift from traditional to collaborative management to inspire innovation and align teams with business goals.
- Implement agile marketing practices and data-driven decision-making for impactful results.
- Redefine success through metrics and prioritize data-driven decision-making.
Transform your marketing strategies to achieve meaningful organizational growth.
10:15 am
SPEED NETWORKING
10:30 am
INDUSTRY EXPERT PRESENTATION: TAILORED TO FIT
How Calculators and Video Transform Client Experiences Through Personalization
Boost engagement and loyalty by deploying interactive calculators and personalized video that educate, guide, and convert customers at every funnel stage. You will walk away with actionable strategies on:
- Launching interactive financial calculators that capture first-party data and deliver real-time customized insights.
- Integrating personalized video to humanize complex products and drive higher click-through and conversion rates.
- Replicating best-in-class implementations from leading North American institutions that roll out in weeks, not months.
Empower your brand to deliver compelling, personalized experiences that accelerate acquisition, deepen relationships, and strengthen retention.
11:00 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE:ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:30 am
INDUSTRY EXPERT PRESENTATION: MARKETING THAT MINDS ITS MANNERS
Employ Old Wisdom and New AI To Grow and Foster Loyalty
The rules and tech behind consumer privacy have evolved, but so have your options as a marketer. In this talk, we’ll explore how you can leverage the first-party data your organization has to power highly effective marketing without violating your customers’ trust. By the end, you’ll have:
- Insights into how data can be collected and used in a privacy-first way.
- A shortlist of new AI opportunities that can close the gap left by changes in what data you have and how you can use it.
- Strategies for finding and encouraging loyalty and advocacy among your customers.
Make use of your data while respecting and protecting the trust your customers place in your brand.
11:30 am
INDUSTRY EXPERT PRESENTATION: CRACKING GEN AI
From Keywords to Conversations in the Future of Search
Unpack the shift from keyword-based strategies to AI-optimized experiences that align with the future of search. You will walk away with insights on:
- Adapting search strategy to AI-driven, conversation-based queries.
- Restructuring content and site experience for intent, context, and personalization.
- Future-proofing digital visibility as search engines integrate generative results.
Position your brand for the AI-first era of discovery and customer interaction.
12:00 pm
CASE STUDY: GROWTH-DRIVEN OPERATING MODEL FOR YOUR MARKETING DEPARTMENT
Structuring Teams, Technology, and Strategy to Scale Without Limits
Discover how a purpose-driven credit union restructured its marketing team to shift from an internal service provider to a strategic growth driver. This session will explore how aligning people, processes, and technology enables scalable growth without exponentially increasing budgets and resources. You will walk away with insights on:
- Implementing a new marketing operating model to support business growth at scale.
- Leveraging AI and process automation to drive efficiency and maximize impact.
- Aligning brand strategy with growth objectives to attract new audiences and embed brand values across the organization.
Empower your marketing team to lead business transformation and drive sustainable growth.
12:00 pm
CASE STUDY: PODCASTS AS AN EFFECTIVE MARKETING TOOL
Launching a Podcast in a World Where Everyone Has a Podcast
Grow your brand awareness, educate your customer base, and reach a new audience by launching your own podcast. You will walk away with firsthand practical tips from the FS Investments podcast journey. Achieve a step-by-step action plan to:
- Overcome the most common technical and business challenges.
- Navigate any budget.
- Define success measures.
Increase brand visibility in a saturated financial market by facilitating valuable conversations to empower sales and business development teams.
12:30 pm
PANEL DISCUSSION: DATA-DRIVEN DEMAND GENERATION IN FINANCIAL SERVICES
Optimizing Engagement, Lead Nurturing, and Pipeline Growth
This panel will explore how financial institutions are modernizing their approach to customer acquisition, using data-driven insights to optimize engagement and improve marketing ROI. You will walk away with actionable insights on:
- Building a scalable demand generation strategy that aligns with customer behavior and industry trends.
- Leveraging data and technology to refine targeting, personalize engagement, and optimize lead nurturing.
- Balancing automation with high-touch interactions to enhance relationships and drive conversions.
Discover how to elevate your demand generation strategy and create a data-enabled engagement model that delivers measurable results.
12:30 pm
PANEL DISCUSSION: THE NEW AGE OF CREATIVE STORYTELLING
Driving Brand Connection with Authentic Content in a Crowded Media Landscape
Reimagine your creative strategies to build deeper connections with your audiences. This panel will explore the shifts in creative work, the evolution of video marketing, and leveraging storytelling to stand out in a crowded media landscape. Adopt best practices to:
- Bring creative work in-house to enhance brand alignment, efficiency, and innovation.
- Leverage human-centred storytelling and video marketing to connect with customers on a deeper level.
- Navigate organizational changes to empower marketing teams to focus on impactful, revenue-driving content.
Transform your creative strategies to inspire, engage, and differentiate your brand in today’s competitive environment.
1:15 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
2:15 pm
INDUSTRY EXPERT PRESENTATION: CENTRALIZED CUSTOMER INTELLIGENCE
Centralizing Customer Data to Scale Personalization, Boost Conversions, and Drive Engagement
In this session, you’ll learn how one organization activated over 100 advisors with fully automated, personalized communications powered by centralized customer data. The outcome: faster execution, increased conversions, stronger engagement, and measurable impact — with full data control and compliance. You will walk away with:
- A framework to solve operational inefficiencies caused by dispersed customer data
- Strategies to automate advisor-driven campaigns with dynamic segmentation
- Insights on increasing conversions and fidelization while gaining significant time savings
Turn fragmented data into a foundation for smarter marketing and sustainable results.
2:15 pm
INDUSTRY EXPERT PRESENTATION: INSIGHTS TO ACTIVATION
Insights, Data Collaboration, Clean Rooms, and Activation for Smarter Engagement
Blend first-party and third-party data to unlock deeper customer insights and drive measurable marketing performance. You’ll learn how to transform those insights into action through privacy-safe data collaboration, clean rooms, and advanced measurement frameworks that elevate campaign ROI and customer engagement. You will walk away with actionable strategies to:
- Blend first-party and third-party data for a 360° customer view that supercharges targeting and personalization.
- Leverage secure data collaboration and clean rooms to uncover shared insights and enrich campaigns without compromising customer privacy.
- Implement advanced measurement frameworks that connect insights to marketing outcomes and prove ROI.
Turn data insights into impactful marketing actions that drive measurable growth in a privacy-first, post-cookie world.
2:45 pm
WORKSHOPS (45 mins) (Please select one)
WORKSHOP 1: MARKETING LEADERSHIP AND CAREER PROGRESSION
Building the Skills and Visibility Needed for Executive Roles
Marketing professionals often find themselves at a crossroads once they’ve mastered core technical skills, realizing leadership requires a different set of competencies. This workshop will explore how to chart a clear growth path, develop the leadership skills essential for senior roles, and cultivate sponsorship that accelerates career progression. You will walk away with actionable strategies on:
- Identifying leadership gaps and proactively addressing them to transition from tactical to strategic influence.
- Seeking and securing sponsorship from senior leaders to open new opportunities and broaden your visibility.
- Building the purpose-led identity, confidence, and communication skills needed to thrive at the executive level.
Empower yourself to break through career plateaus, elevate your leadership impact, and shape your journey in modern marketing.
Led by Adiela Aviram, Assistant Vice President, Head of Marketing, Affinity Markets, Manulife
OR
WORKSHOPS 2: ELEVATING ADVISOR POSITIONING IN WEALTH AND ASSET MANAGEMENT
Strengthening Market Presence, Client Engagement, and Thought Leadership
In a competitive wealth and asset management landscape, advisors must differentiate themselves by building strong client relationships, leveraging thought leadership, and effectively navigating market events. This workshop will provide strategic insights into crafting a compelling value proposition, positioning in local markets, and using content-driven storytelling to strengthen the advisor-client connection. You will walk away with actionable strategies on:
- Defining and communicating a value proposition that resonates with both clients and intermediary partners.
- Equipping advisors with content and thought leadership tools to guide client conversations and navigate market events in real time.
- Aligning internal storytelling and brand positioning to enhance credibility and market presence.
Empower advisors with the tools, narratives, and positioning strategies they need to stand out in the evolving wealth and asset management space.
Led by Margaret Adaniel, Vice President, Digital, Marketing & Communications, CIBC
OR
WORKSHOP 3: INFLUENCER-FIRST CONTENT STRATEGY
Integrating Diverse Human-Centric Content Formats to Set Your Brand Apart in the Financial Sector
Explore how innovative financial brands are breaking away from traditional marketing by integrating diverse, human-centric content formats. This workshop will showcase the strategic implementation of influencer-first approaches, creative storytelling through influencers, SMEs, and brand ambassadors, as well as leveraging platforms like podcasts, YouTube, and blogs. Take back to your office strategies to:
- Build authentic connections with audiences through relatable and engaging content.
- Create a cohesive content ecosystem that amplifies your brand’s reach and impact.
- Align your content strategy with organizational goals to deliver measurable results.
Transform your approach to content creation to position your brand as a leader in the financial sector.
Led by Angelica Montagano, Head of Brand Experience, PWL Capital
3:30 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE:ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
3:55 pm
EVALUATIONS
4:00 pm
INDUSTRY EXPERT PRESENTATION: PERSONALIZATION, TRUST & COMPLIANCE IN HARMONY
Creating Emotionally Intelligent Customer Experiences in Financial Services
Leverage AI-driven personalization and real-time +engagement to turn transactional digital touchpoints into meaningful moments—without ever compromising regulatory requirements or customer trust. You will walk away with actionable strategies on:
- Delivering hyper-personalized interactions that remain fully compliant and data-secure.
- Infusing the emotional promise of your brand into every channel to deepen connection.
- Unifying data, technology, and teams to build a customer-centric engagement playbook.
Empower your marketing organization to marry personalization and compliance, transforming digital communications into loyalty-driving experiences.
4:30 pm
CASE STUDY: DATA-DRIVEN CONTENT STRATEGY
Blending Data, Brand, and Behavioural Insights to Drive Engagement and Loyalty
Discover how to craft a powerful, data-driven narrative that seamlessly integrates content and brand strategy, rooted in behavioural science. This case study will share practical insights. Adopt best practices to:
- Develop audience-centric marketing strategies that combine data insights with behavioural patterns.
- Build nuanced audience personas to shape narratives that connect emotionally and intellectually.
- Align content with your brand’s identity and audience behaviours to optimize engagement across channels.
Amplify behavioural science and data to create content that attracts and deeply resonates, driving meaningful connections and lasting loyalty.
5:05 pm
EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC & NETWORKING
