3rd Annual Marketing to Millennials for Financial Services 2018 | Food Safety & Regulation Canada | 19 April 2018 | New York Marriott at the Brooklyn Bridge, 333 Adams Street Brooklyn New York 11201 USA

Financial Services need to crack the code to the elusive Millennials. Get critical insights from the leading financial brand executives on how to target, attract and retain this next generation of digital natives. This summit will give you answers to your questions about winning the loyalty and assets of young customers. It is the most comprehensive event in North America on everything you need to know on winning Millennials.

Millennials aren’t the future of financial services – as the largest cohort of financial consumers in America, they are the present! Millennials need to be at the core of your marketing strategy. Most financial marketers know this, but few have figured out how to do it successfully. Join us to get the answers on pressing topics:
• Driving disruption: Build and authentic and transparent financial brand that resonates with millennials.
• Understand millennials’ finances: Millennials are earning, saving and spending differently from previous generations; understand their finances to better serve them.
• The millennialization of everything: Understand how millennial financial behaviour is changing the behavior of all consumers.
• Financial literacy: Give your clients the tools they need to be better financial consumers.
• Multi-generational marketing: Win over millennials without abandoning baby boomers and gen-x.
• Millennial myth vs. reality: Get beyond the anecdotal to find out the ways millennials are different from other consumers – and the ways they’re not.

2018 Speakers

Jeff Fromm
President, Future Cast

Nichol Beckstrand
President, Sunrise Banks

Nadia Pringle Davis
Director Of Multicultural Marketing, Prudential Financial

Grayson Hofferber
President, Millennial Wealth Management, Llc

Duncan Davidson
General Partner, Bullpen Capital

Sophia Bera
Founder, Gen Y Planning

Jenet Ferris
Marketing Director, Greater Hudson Bank

Robert Viglione
Co-Founder, Zencash

Analiza Grandner
Director Of Private Label Banking, The Bancorp

Danielle Anderson
Assistant Vice President, Principal Project Manager, Operations Strategic Services, Fifth Third Bank

Tatiana Moroz
Founder & Chief Executive Officer, Tatiana Coin

Deepanjan De
Head Of Industry, Financial Services, Facebook

Tim Attia
Chief Executive Officer & Co-Founder,Slice

Ruby Walia
Advisor To The Chief Executive Officer, Moven

Ben Milne
Chief Executive Officer, Dwolla

Kelly Peeler
Chief Executive Officer & Co-Founder, Nextgenvest

John Beccia
General Counsel And Chief Compliance Officer, Circle Internet Financial

Aron Szapiro
Director Of Policy Research, Morningstar

Aliyah Schultz
Digital Innovation Manager, Popular Community Bank

Ryan English
Assistant Vice President, Marketing Specialist, Centerstate Bank

Greg Smith
Head Of Business Development And Partnerships, Wealthsimple

2018 Sponsors

GOLD:
• Shutterstock
• Univision

SILVER:
• Favebook
• Unison

PARTNER:
• Social Media Research Association