The Marketing Summit events will feature panel discussions and one-on-one interviews with senior marketers from leading financial brands and agency executives. All Fireside Forums include open bar.

The 2023 Fireside Forum schedule:

Sunday, January 8th

Alpine Lounge, Base Camp

Sponsored by Arizent

2023 Predictions from Financial Planning, co-presented by Janet King, VP Research & Content Solutions at Arizent, and John Almeida, Global Head of Wealth & Asset Management at ServiceNow.

Monday, January 9th

Tamarack A, The Lodge
3:30pm – 5:30pm

Sponsored by The Wall Street Journal | Barron’s Group

Jack Otter, Global Head, Dow Jones Wealth & Asset Management at Dow Jones, will conduct two 1x1 interviews, the first with Tara Guiliano, CMO, Nuveen; the second with Ken Poliziani, CMO, PGIM.

Tuesday, January 10th

Tamarack A, The Lodge
3:30pm – 5:30pm

Open bar sponsored by CNBC

Kim Boone, Managing Director, Ptarmigan Media, will present “The Evolution of the Financial Advisor and How to Reach Them.” She will then join Andrew Most, Head of Global Brand, Creative, & Content Strategy, Columbia Threadneedle Investments, and Dana Caragine, Senior Vice President, Marketing & Communications, Arbor Realty Trust, for a panel discussion moderated by FCS Board Vice Chair Tom Jago of The Ward Group. The Forum will close with FCS Programming Chair interviewing Lori Dillon, Head of Marketing, Citizens, a runner up for the FCS Financial Marketer of the Year 2022