7:30 am
REGISTRATION & NETWORKING BREAKFAST: BUILD COMMUNITY CONTACTS
8:40 am
WELCOME FROM STRATEGY INSTITUTE
8:45 am
OPENING REMARKS FROM THE CHAIRPERSON
9:00 am
KEYNOTE PRESENTATION: MARKETING TRANSFORMATION
Unlocking the Value of Marketing to Drive Customer Experience and Growth Through Structural Transformation
Ensure your marketing organization remains relevant and valuable amid waves of disruption. Walk away with an action plan on:
- Identifying and harnessing the strengths of your existing marketing function.
- Creating bespoke organizational structures that reflect your marketing strategy and business model.
- Implementing digital and measurement initiatives despite imperfect enterprise data.
- Promoting cross-functional problem-solving and collaboration.
Achieve long-term resilience, transformation, and growth through an integrated and omnichannel go-to-market strategy that optimizes marketing’s full potential.
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. You will walk away with actionable strategies on:
- Shifting from traditional to collaborative management to foster innovation and align teams with business goals.
- Implementing agile marketing practices and data-driven decision-making to drive impactful results.
- Redefining success through metrics and cultivating data-driven decision-making.
Empower your marketing team to lead growth, foster collaboration, and drive meaningful change across your organization.
10:15 am
INDUSTRY EXPERT PRESENTATION: MARKETING INSIGHT AND ANALYTICS
Increase Your Organization’s Insight Maturity to Measure Success, Drive Growth, and Maximize Customer Experience
Leverage advanced analytics to identify the most effective marketing strategies and optimize campaigns for maximum engagement, conversions, and sales. Develop a blueprint to:
- Consolidate fragmented data across your marketing technology stack.
- Bridge the data and analytics skills gap in your organization using powerful insight technologies.
- Use predictive models to simulate and measure the impact of your marketing and advertising campaigns.
Improve your advertising and marketing campaigns to better reach and impact audiences across multiple channels, maximizing ROI.
10:45 am
SPEED NETWORKING
11:00 am
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
11:30 am
INDUSTRY EXPERT PRESENTATION: VIDEO & GENAI
Scaling Personalization to Drive Customer Growth
Personalized, engaging digital experiences have become critical to understanding your customers and ultimately driving growth. But how can you meet your diverse customers’ needs, on multiple channels and at scale, while ensuring compliance and fostering loyalty? Join us to gain actionable insights into creating connections and future-proofing your digital marketing efforts in financial services by:
- Personalizing digital experiences to connect with audiences and build long-lasting relationships.
- Creating, repurposing and personalizing video, webinars, virtual and hybrid events, and podcasts at scale with a built-in AI-infused intelligent content lab.
- Engaging audiences with interactive, real-time AI-assisted engagement tools – and leveraging that precious 1st-party engagement data to optimize event and content strategies and boost ROI.
Create long-lasting connections with future-proof digital marketing experiences that boost reach, engagement, 1st party data and ROI.
11:30 am
INDUSTRY EXPERT PRESENTATION: CONTENT STRATEGY 2.0
Unlocking the Full Potential of Your Content Strategy
Elevate your brand’s visibility and effectively engage with your audience in a rapidly evolving digital landscape. Master the success factors to:
- Uncover hidden opportunities within your existing content strategy.
- Explore new channels and techniques to amplify your reach.
- Adapt to evolving content consumption trends across platforms and devices.
Perfect your content strategy to stay ahead of audience expectations and drive meaningful engagement.
12:00 pm
PRESENTATION: REDEFINING GROWTH IN THE DIGITAL ERA
Leveraging Marketing and Technology to Drive Enterprise-Wide Transformation
12:00 pm
CASE STUDY: BUILDING AN AWARD-WINNING MARKETING TEAM
Giant Slayers: Unlocking 10x Growth with Limited Resources
Learn from TAB Bank’s journey to record-breaking revenue through the revolution of its marketing department. Increase ROI and reduce marketing waste through innovative, high-impact methods for achieving exponential growth despite having constrained resources. Take back to your office strategies to:
- Leverage unique insights, streamline operations, and capitalize on niche markets.
- Create and structure a scalable growth engine for teams of any size.
- Build trust within your organization to secure additional resources as you grow.
Reduce marketing waste by implementing innovative, high-impact approaches to achieve exponential growth despite limited resources.
12:30 pm
PANEL DISCUSSION: PERSONALIZATION AND CUSTOMER EXPERIENCE TRANSFORMATION
Strategic Approaches to Redefining Personalized Engagement in Financial Services
Drive deeper connections with your customers by reimagining personalization and transforming the customer experience through Generative AI-driven strategic innovation. In this session, industry leaders will discuss the frameworks and strategic imperatives necessary to elevate customer engagement in an increasingly digital and competitive landscape. Source your plan of action by:
- Designing a personalization strategy that aligns with customer expectations and business goals.
- Leveraging data and technology to create seamless, personalized customer journeys.
- Building cross-functional collaboration to ensure a consistent and impactful customer experience.
Bolster your approach to personalization and CX to build loyalty, trust, and long-term customer value.
12:30 pm
PANEL DISCUSSION: DOING MORE WITH LESS
Building Brands and Maximizing Impact with Strategic Resource Allocation
Deliver impactful marketing campaigns with lean teams and constrained budgets. This session brings together marketing leaders to share proven strategies for building a successful marketing function, leveraging external partners, and launching effective campaigns that drive results. Create a roadmap to:
- Create strong marketing foundations, including brand guides, content strategies, and website optimization.
- Build team skills and leverage innovative tools and external partners to expand your capabilities.
- Design and execute high-impact multimedia campaigns on limited budgets.
Achieve impactful marketing results by optimizing resources and building a resilient, effective team.
1:15 pm
NETWORKING LUNCH & EXHIBITOR LOUNGE VISITS
2:15 pm
CASE STUDY: THE DIGITAL TRANSFORMATION JOURNEY
Integrating Digital Across the Entire Marketing and Sales Lifecycle to Support Growth
Align people, processes, and technology with business goals while staying nimble in a fast-changing landscape. You will walk away with actionable strategies on:
- Introducing and optimizing AI tools to enhance customer interactions.
- Conducting digital readiness audits, building the right team, and selecting technologies that align with your goals.
- Building out analytics capabilities to enhance decision-making and maximize ROI.
Empower your organization to embrace digital transformation and achieve strategic alignment across all channels.
2:15 pm
CASE STUDY: STRATEGIC MARKETING FOR B2B SUCCESS
Driving Sustainable Growth: Balancing Resources and Creativity
Learn how Assembled Brands, an asset-backed lender for consumer product companies, has successfully built a brand and marketing presence with a lean team and a measured approach. This case study will explore how to navigate long sales cycles, balance digital and traditional marketing strategies, and stand out in a competitive space. Achieve a step-by-step action plan to:
- Structure a brand and leverage digital marketing content to engage brokers, bankers, and business clients.
- Balance internal resources and third-party partnerships to maximize efficiency and output.
- Track meaningful metrics and create marketing strategies tailored to long lead times and niche B2B audiences.
Amplify your marketing strategies to align with your business model, scale responsibly, and deliver lasting impact.
2:45 pm
WORKSHOPS (45 mins) (Please select one)
Break into smaller groups of approximately 25 industry peers to work through practical hands-on exercises that will strengthen your role as a marketing leader within your organization.
WORKSHOP 1: AGILE MARKETING STRATEGY
Enabling Capacity Scaling Through an Agile Marketing Setup
Become a strategic partner within your business by implementing an adaptable agile framework for marketing operations. Develop a blueprint to:
- Develop and curate an agile marketing team.
- Transition from waterfall to agile and understand “being agile” vs. “doing agile.”
- Hold more impactful conversations at the top level, powered by cost-value metrics.
Achieve unprecedented business impact by enabling marketing teams to pivot quickly and respond to real-time needs.
Led by Scott Spindel, Vice President, Strategic Marketing, First Command Financial Services
OR
WORKSHOP 2: AI TOOLS FOR EFFICIENT AND EFFECTIVE MARKETING
Leveraging AI to Enhance Marketing Outcomes Without Stretching Your Resources
Explore high-impact use cases to amplify results, streamline processes and improve efficiency and creativity. Adopt best practices to:
- Intelligently automating key marketing tasks, from content creation to campaign optimization.
- Selecting the most effective AI tools for your organization’s goals and challenges.
- Using AI to improve personalization, customer engagement, and data-driven decision-making.
Empower your marketing team to achieve more with less by making AI tools work smarter for your business.
Led by Ryan Steingard, Former Chief Marketing Officer, Upwardli
OR
WORKSHOP 3: META & LINKEDIN STRATEGY
Optimizing Social Media ROI with Limited Resources
Unlock the potential of Meta and LinkedIn to grow your brand presence and achieve impactful results, even with a limited budget. This session will provide actionable strategies for leveraging free tools, creating engaging content, and streamlining your social media approach. You will walk away with actionable insights on:
- Effectively utilizing free tools and analytics to optimize your social media strategy.
- Identifying and prioritizing high-impact activities to maximize ROI on Meta and LinkedIn.
- Streamlining content planning with a structured calendar, automation tools, and flexible workflows.
Develop a sustainable and efficient approach to social media that drives results without overextending your resources.
3:30 pm
REFRESHMENTS BREAK & EXHIBITOR LOUNGE: ATTEND VENDOR DEMOS & CONSULT INDUSTRY EXPERTS
4:00 pm
INDUSTRY EXPERT PRESENTATION: A MODERN APPROACH TO CUSTOMER JOURNEY ORCHESTRATION
Using AI to Improve Customer Experience and Customer Journey Orchestration
Elevate your approach by leveraging AI-driven customer journey orchestration to ensure every interaction is relevant and personalized for each customer. Source practical tips to:
- Activate customer journey data to provide a personalized experience.
- Orchestrate omnichannel journeys.
- Optimize performance across channels and touchpoints.
Amplify your real-time decision-making tools to deliver personalized conversations at scale.
4:30 pm
CASE STUDY: MARKETING AS SALES ENABLEMENT
Driving Rapid Business Growth Through Marketing and Sales Collaboration
Accelerate business growth and engagement through marketing and sales alignment, as demonstrated by an award-winning investment bank. This session will highlight innovative approaches to marketing as a driver for sales enablement, focusing on data-driven strategies, social media campaigns, and multichannel content creation. Walk away with an action plan on:
- Structuring collaboration between marketing and sales to target and engage the right audiences.
- Leveraging digital marketing techniques, multimedia content, and fintech tools to secure leads and increase market share.
- Building high-impact campaigns to showcase deals, elevate client profiles, and drive investment opportunities.
Transform your marketing strategy into a powerful enabler of sales and business growth.
5:00 pm
END OF DAY ONE SUMMARY & CLOSING REMARKS
5:05 pm
EVENING RECEPTION: ENJOY GREAT CONVERSATION, MUSIC, & NETWORKING