In the fifth grade, Robert Rose’s teacher sent him home with a note that said ‘Robert likes to tell stories.’ Well, as it turns out, she was right. Robert is the founder and Chief Strategy Officer of The Content Advisory – the consulting and advisory group of The Content Marketing Institute. Robert has been helping marketers tell their story more effectively through digital media for more than 20 years. Over the last five years, Robert has worked with more than 500 companies of all sizes, including 15 of the Fortune 100. He’s provided strategic marketing advice and counsel for global brands such as Capital One, Dell, Ernst & Young, Hewlett Packard, Microsoft, The Bill & Melinda Gates Foundation and UPS.
Robert is the author of three best selling books. His latest, Killing Marketing, has been said to have “unlocked the puzzle of what marketing should be in the 21st century.” You can hear Robert on his weekly podcast with co-host Joe Pulizzi, “This Old Marketing”. Robert is also an early-stage investor and advisor to a number of technology startups, serving on the advisory boards of a number of companies, such as Akoonu, DivvyHQ and Tint.
Linda Duncombe, Managing Director, is the Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi FinTech’s Marketing, Client Experience, Insights and Acceleration. She leads the Citi Design team, a unique function that integrates the Citi FinTech and Consumer organizations to deliver a radically simple, connected digital and mobile experience for Citi’s clients and drives consistent business growth for the Consumer Bank. Additionally, Linda also leads Citi’s global activity for FinTech Acceleration which includes the strategy of expanding our partnership with the developer community.
Prior to joining Citi FinTech Linda was the Global Head of Social, Content and Digital Marketing for the Global Consumer Bank, where Linda was responsible for championing brand consistency and digital acceleration across Citi’s lines of business globally, overseeing the digital partnerships, global acquisition strategy, social media and content marketing efforts.
Prior to her move to the U.S. in 2015, Duncombe served as the Head of Customer Franchise at Citi Australia, where she was instrumental in helping transform the organization into a customer-first business. She oversaw every aspect of the customer experience in the Australia market, including strategy development, data analytics, business learning, complaint resolution, seamless service initiatives and customer communications. In addition, she spearheaded brand development, customer marketing, digital acquisition and servicing – and was responsible for managing Citi’s Australian partnerships and sponsorships portfolio, including the highly regarded Citibank Dining Program.
Prior to joining Citi, Linda spent over 20 years at National Australia Bank, where she worked in Business Banking, Private Banking and Consumer Banking, holding various sales, strategy and marketing roles. With her proven track record in leading people, inspiring performance and driving positive change, Linda has received several industry recognitions, including the Asia Pacific Citibank (APAC) Marketing Award (2012 Q3 and Q4); Annual Marketing Award for the Mobile App, specifically the Dining Program feature (2011); and the Asian Banking Best Internet Banking Award (2011 and 2012).
Experienced Sales & Marketing Executive, Customer Advocate with a track record of leading large teams in delivering strong performance. Proven success in developing and implementing long-term successful strategies in both digital and traditional marketing. Building superior customer experience in retail and omni-channel selling and servicing.
Marketing Strategy and Implementation
NPS Leadership Best-in-class
Customer Experience Management
Retail and Servicing Omni-channel Management
Digital and Traditional Marketing and Retailing
Integrated Marketing Communication
Budget Mgmt of $50m+ Leadership of large teams (1000+) for superior performance
A customer-focused, technology-savvy digital sales and marketing professional who has been instrumental in developing strategic growth opportunities and has a successful track-record of exceeding revenue, operational and NPS targets by innovating, implementing and optimizing digital sales, self service, customer experience, big data and marketing programs.
He has experience in digital marketing, customer experience and loyalty, big data, marketing automation, and innovation. Equally comfortable in corporate, agency and startup environments, he has demonstrated the ability to add value in different scenarios and offers diverse industry experience in financial services, automotive, telecommunications, retail, and utilities.
Recognized for strong leadership and relationship skills, he has effectively managed small to large teams along with complex external partner relationships. He has scaled high performance cross-functional teams and as a strategic leader, mentored them by cultivating a spirit of collaboration.
Marissa Pick is the director of social media at the CFA Institute where she oversees efforts to reach journalists, legislators, policymakers, and investment professionals who play essential roles in shaping the direction of the financial services industry. Marissa oversees the global social media campaigns and leads a global team with staff in New York, London, and Hong Kong. Prior to joining the CFA Institute Marissa was the social media director at Euromoney Institutional Investor. Marissa holds an M.P.P. from Fairleigh Dickinson University, where she graduated Pi Alpha Alpha Honor Society. She received her B.A. in American Studies from Brandeis University where she was starter on the Brandeis University softball team. Follow Marissa on Twitter @MarissaPick, and visit her blog at marissapick.com
Darin Diehl is Director, Content Marketing and Shared Services at Tangerine Bank. He leads a team responsible for Tangerine’s Forward Thinking blog, which publishes articles, videos and info graphics, designed to engage both clients and prospects on key money decisions. Prior to joining Tangerine, Darin was AVP, Digital Communications at Sun Life where he launched , an industry-leading content marketing hub featuring educational content on money, health and working life. His content experience also includes three years as Publisher and Executive Editor at , five years leading Rogers Advisor properties, seven years at Global Strategy Mutual Funds and six years at Standard Broadcasting.
A Marketing Leader with 30+ years’ experience within the retail, financial services, media, telecommunications and consumer products industries. Recognized for exceptional results, strong organizational and planning abilities, balanced with excellent interpersonal and team development skills. Sought after to build or overhaul marketing programs and to develop new brands and dramatically improve marketing and corporate results. A solid reputation for being a key resource in the areas of strategic thinking, problem solving and program innovation while achieving financial performance goals.
Chris’ previous experience includes CMO/EVP Marketing roles at Sears Canada, Moneris, Just Energy and Sun Media, Quebecor Media. In addition, Chris also engaged in executive level marketing roles at Sirius Satellite Radio, Bell Canada/Bell Wireless and Nortel Networks.
In addition to Chris’ vast wealth of knowledge and experience, he is also an Instructor at University of Toronto where he teaches Brand Management in the Continuing Education Program. Chris holds a “Chartered Marketing” Designation. Known for marketing strategy and customer advocacy, and strong belief in the art and science of Marketing. Chris also sits on the Brand Strategy Council for the Canadian Marketing Association.
An established digital marketing leader, Maria Belmessova has been integral to the online growth of several global and national brands within Canada and internationally. Focused on delivering innovative, creative and strategic solutions with above normal ROIs at PayPal Canada, Maria has a proven history of delivering exceptional results with high levels of consumer engagement. With experience in traditional marketing, digital marketing and marketing technology, Maria is a digital native who can envision the full funnel opportunities and lead the way for developing and nurturing an existing or new market from strategy to implementation of successful digital tactics.
Belonging to the newly-named Xennial generation, Adam suits that digital half-breed group well but is less good looking than his xennial peers James Franco and Ryan Gosling. A background in business intelligence with a major telco, Adam brought his talents to the Canadian Credit Union system in 2005 and never looked back. As the senior manager responsible for social engagement at Access, Adam has led the efforts to pursue best practices across many of the available social channels and introduced a social intranet recognizing the benefits of interaction internally.
Applying technology to marketing is Adam’s bread and butter. In his first role out of university, he led the creation of an e-commerce platform for small retailers and another for adventure tourism before moving to business intelligence in telecommunications and finally marketing analytics in the credit union system. A combination of both technology and marketing degrees allows Adam to bridge the right/left brain divide with an energy and enthusiasm for innovation, growth and creativity but he would be the first to admit having used too much social media throughout his life.
When not enjoying spending time with his wife and son, Adam is likely refreshing Facebook or Twitter.
Tammy Cash is a marketing, digital content and social media expert. With over 20 years of marketing and communications experience, she has specialized in transitioning companies and financial advisors from using traditional marketing practices into the new digital and social era. Mrs. Cash is co-head of marketing for the Canadian Chapter of Women in ETFs.
Andras currently leads the Cards Marketing & Digital Acquisition team at BMO in developing a customer centric marketing strategy with a strong focus on digital advertising channels (paid search, social, display, affiliates) to drive portfolio growth. Leading a diverse team of digital marketing professionals, he is passionate about leveraging digital platforms and technologies to drive performance in a measurable way. His team is responsible for formulating and executing acquisition strategies, developing a roadmap across all channels for the adoption of new solutions and the allocation of marketing investments across the various programs.
Previously he was responsible for digital acquisition at American Express Canada through a number of different channels including website, email marketing, paid search, display media and online referrals. Prior to that role, he held the position of Director of Marketing, Global Merchant Services at American Express. Having worked for Citigroup both in Canada and Europe, he has a diverse experience in product management, marketing, payments and customer experience.
Graduating from the University of Waterloo Eric Walker worked as a Data Scientist at Capital One supporting Customer Acquisitions and Direct Response Marketing. In 2013 Eric moved to Google supporting and consulting with Canada’s top Direct Response clients. In 2015 Eric rejoined Capital One Canada as Head of Customer Acquisition Marketing.
In his role, Eric is responsible for driving new customers though digital and offline channels, marketing analytics and developing new acquisition channels. Eric oversees the execution of all acquisition marketing campaigns, media planning and acquisition marketing strategy.
Peter Suddard received a Bachelor of Applied Science from the University of Toronto. Peter and Mar-Kov Computer Systems partners with batch manufacturers to manage traceability, inventory, and audit compliance. Peter works with food customers handling, meat, poultry, beverage, flavours, and prepackaged food to resolve their issues such as traceability, SQF certification, inventory tracking. Peter’s general approach is to identify key pieces of data to track and making it as easy as possible to capture it on the floor.
As President & CEO, Andrew Lo leads all digital innovation and operations for Kanetix Ltd., Canada’s largest digital customer acquisition platform for insurance and financial services. He is also a Business Strategy Advisor for Ryerson University’s DMZ helping to develop digital entrepreneurs and startup companies at the #1 University Incubator in the world.
Andrew has 25 years of experience as a business, technology and digital leader for FinTech companies such as Filogix and D+H (now Finastra), and has developed organizations from startups into industry shaping ventures.
Nicole is a passionate marketing and communications executive with over 20 years of building brands and marketing enterprise B2B and B2C technology solutions around the globe. As the Vice President of Enterprise Digital Marketing for Scotiabank, Nicole is responsible for leading the evolution of the Scotiabank’s digital marketing function and a pivotal contributor to the Bank’s digital transformation. Her team works closely with in-market teams across Scotiabank’s 5 Digital Factories to ensure best practice sharing and optimization of our marketing technology and e-commerce capabilities. She is responsible for optimizing collaboration across our global network and developing, maintaining and deploying a common framework & toolset to enable the flawless execution of digital marketing programs for Scotiabank’s customers.
Focused on building high performance teams and driving fast-paced growth for companies, Nicole has led marketing organizations for global enterprise software and technology companies including SAP, LinkedIn, Descartes Systems Group, Cube Route Inc., Platform Computing, Delano Technology Corp., Psion Teklogix and Hummingbird Communications and more. From start-up to enterprise, her experience and strengths include strategic development and delivery of global marketing and communications strategies; execution of integrated international marketing plans that provide high impact in a short period of time with limited resources; building and managing world class marketing teams that surpass objectives and expectations and have fun along the way; the development international strategic contacts and nurturing direct and indirect channels for business development and liaising between cross cultural businesses and individuals.
She also serves as a Board Advisor at a number of startup organizations including Talentoday, PieSync and EmoijiHealth.
After 9 years at Reuters managing financial data for North America, Shannon joined Rich Media in 2001 as the company began developing more complex projects in the financial industry. Shannon has her CSC designation, and has managed international projects across Toronto, UK, and Singapore. Shannon excels at translating needs and expectations into high quality, expectation-exceeding digital projects. Shannon was recently invited to speak at the CFIAT conference specifically about accessible- friendly tools in the financial industry. Her commitment to clients is even stronger than her commitment to science fiction, TV shows and movies.
Marc has over thirty years of management and executive experience growing several technology and consulting organizations. As the Co-founder and CEO of Veriday, Marc has led the organization through two product launches and over ten years of progressive growth including several landmark projects for Google. Prior to joining Veriday, Marc was Chief Operating Officer at ThinkWrap, and senior executive at AT&T IT Solutions and Montage-DMC.