2017 Financial Services Forum: Marketing & Technology

Innovation

Thursday, June 1, 2017 | new york

adminisTraTive noTes

securityPlease wear your name badge at all times during the meeting.

Please do not leave your personal belongings unattended in the meeting rooms.

Argyle Executive Forum will not be responsible for items left in the rooms.

mobile devicesPlease do not allow any mobile device to disrupt the meeting while in session.

All devices should be on silent mode.

ConversationPlease use areas outside of the ballroom to converse when the meeting is in session.

smokingPlease note that smoking is not permitted in the meeting venue.

The content of this program and the attendee list remain the sole property of Argyle Executive Forum and may not be rented, sold, or given to any outside party or used to market or promote any other meeting. Any such unauthorized distribution represents theft of property for which Argyle Executive Forum will pursue any and all appropriate legal remedies.

Speaker Materials are available upon request, pending availability.

Marketing Operations on Aprimo Secure. Compliant. Scalable.

• End-to-end compliance

• Best practice workflows

• The ability to handle complexity

• Scalability

• Industry expertise

The Aprimo Advantage gives you:

Aprimo.com

Aprimo Delivers the Advantage for Financial Service Marketers

Scalable

Secure

Compliant

Transform your content marketing.

Easily manage content

creation, distribution, and

measurement — across

channels, teams, and

global markets — all on a

single platform.

Access to custom content

from our exclusive network

of creators, licensed content

from 5,000 sources, and

user-generated content

from your fans.

Connect your audience needs,

business goals, and brand values

into a strategy for marketing

success. We provide strategy

resources, editorial curation,

and design consultation.

Software Content Strategy

Interested in learning more? Contact us for a demo.

See why customers choose NewsCred.

newscred.com | sales@newscred.com | (212) 989-4100

agenda

2017 Financial Services Forum: Marketing & Technology Innovation (New York)

Thursday, June 1, 2017 | 7:40am – 5:35pm

7:40am – 8:40am

Breakfast

8:40am – 8:45am

Argyle Executive Forum Opening Remarks

8:45am – 9:20am

Fireside ChaT FeaTuring BloomBerg:

“Ingredients for Success: Content, Design, and Technology”

Featuring:Deirdre BigleyGlobal Chief Marketing OfficerBloomberg

Mike EisenreichGlobal Head of Bloomberg StudioBloomberg

agenda

9:20am – 9:40am

ThoughT leadership spoTlighT FeaTuring markeTo:

“Tomorrow’s Marketer: The 3 T’s for Success in Financial Services”

Yesterday’s marketing was a support function unable to demonstrate ROI for financial services institutions. Tomorrow’s marketing will become a strategic function driving digital transformation to be the main steward of the client experience. But how do we get there? Radical shifts are required in the techniques and/or technologies we adopt, the talent we hire, and the teams we structure.

Join Marketo’s VP of Product & Segment Marketing, Matt Zilli, as he presents a new framework for becoming tomorrow’s marketer in today’s competitive financial services landscape. Learn how marketers can:

• Shift from traditional monologue-based techniques to modern dialogue-based marketingfor engaging clients and advisors

• Create digitally connected experiences across multiple touchpoints to meet growingexpectations of next-generation clients

• Build the marketing organization of the future incorporating the right departments andpeople

Matt ZilliVice President, Product MarketingMarketo

9:40am – 10:05am

Networking Break

agenda

10:05am – 10:55am

panel disCussion:

“Marketing to the Demanding Yet Privacy-Wary Customer”

Session topics include, but are not limited to:

• Building an omnichannel strategy to catering to the cross-device financial customer

• Overcoming the challenges presented by regulation hurdles to maintain a competitiveadvantage

• Creating personalized experiences while avoiding the “creepy factor”

• Utilizing data to identify your most valuable or at-risk customers

Moderator:Bridgette ThompsonHead of North American MarketingAviva Investors

Panelists:Brian BeckerExecutive Director, Head of Content, Digital TeamJP Morgan Chase

Jill HughesEnterprise ABM Manager, Sales Seismic

Pini Yakuel Founder & CEO Optimove

Lucy ZachmanManaging Director - Digital Marketing Synchrony Financial

agenda

10:55am – 11:15am

ThoughT leadership spoTlighT FeaTuring newsCred:

“How to Drive Leads through Content Marketing”

As companies continue the arms race to build bigger and better content programs, the big ROI question remains unanswered. In this talk, we’ll walk through live examples of how Fortune 500 financial services companies are distributing content through paid, social, and email to drive visitors back to an owned destination and convert via content marketing.

We will cover:

• How to use content in distribution channels to generate more conversions than traditionalpaid media

• How to use content via email to generate qualified leads

• How to monetize traffic coming to your content hub

• How to build a formula to track the ROI of your content marketing efforts

Chase NeinkenDirector, Financial ServicesNewsCred

11:15am – 11:35am

Networking Break

agenda

11:35am – 11:55am

ThoughT leadership spoTlighT FeaTuring aprimo:

“Compliance at the Speed of Digital: Balancing Agile and Compliant Marketing”

Financial Services marketers must manage the same complexity and deliver the same high-quality and consistent experience as any other marketer. But they have the added burden of doing so while managing compliance.

Financial Services customers expect real-time financials to be available on their mobile devices. How do Financial Services marketers quickly deliver compelling, compliant content across paid, owned, and earned channels?

This presentation shares the story of how one global bank succeeds at managing compliance at the speed of digital.

Jonathan helps Financial Services marketers sharpen their focus on and unlock the value of transformative, technology-enabled, and compliant solutions delivering measurable results. Throughout his career Jonathan has worked with many leading Financial Services firms including Wells Fargo, Bank of America, Citibank, Oppenheimer Funds and Santander.

Having designed and led the marketing technology function for a Fortune 100 Professional and Financial Services company, Jonathan brings considerable enterprise campaign management and operational marketing experience to every engagement.

Jonathan FiurDirector, Financial Services SolutionsAprimo

agenda

11:55am – 12:40pm

panel disCussion:

“Reimagine Analytics for Customer Success”

Session topics include, but are not limited to:

• Best practices in building an analytically driven marketing organization

• Analytically embed the relationship cycle with the learning cycle to gain insights fromevery customer touchpoint from acquisition to retention

• Converting analytics to next-gen platforms

• Talent and structure needed to achieve success

Moderator: Ritchie VenerChief Marketing OfficerYork Risk Services Group

Panelists:Drew KetteringManaging Director, TIAA DigitalTIAA

Kip MorganHead of Media and Brand AnalyticsPrudential Financial

Elyse SouthwellVice President of Advertising & Digital SalesNASDAQ

Robin WayPresidentCorios

agenda

12:40pm – 1:00pm

ThoughT leadership spoTlighT FeaTuring ConversanT:

“I’m Your Customer. Can You Guess What to Talk to Me About?”

You know all the actions your customers take with you. But what about the wealth of other actions they take and purchases they make, online and offline? With the right person-level data, you’ll know exactly what to talk to each customer about, across all their devices. And you can do it in a totally anonymized, privacy-protected way. This session explores how to execute the smartest, most efficient digital campaigns, well beyond what you can achieve with the data that’s currently available to you.

Brian DukeVice President of Business DevelopmentConversant

1:00pm – 2:00pm

Lunch

2:00pm – 2:20pm

ThoughT leadership spoTlighT FeaTuring salesForCe markeTing Cloud

Jim EupSenior Director, Product MarketingSalesforce Marketing Cloud

agenda

2:20pm – 3:05pm

panel disCussion:

“Driving Engagement through Mobile & Social”

Session topics include, but are not limited to:

• Delighting the customer through convenient mobile experiences

• Driving positive, humanized brand interactions through social

• Leveraging app & social data to personalize interactions

• Anticipating regulation barriers and potential threats posed by social media

Moderator:Neve ThindDirector of Marketing Operations & TechnologyVoya Financial

Panelists:Kaydee BridgesVice President, Digital & Social Media StrategyGoldman Sachs

Joe CohenChief Communications OfficerAXIS Capital

Falguni DesaiGlobal Head of StrategyElectronic Trading TechnologyCredit Suisse

Stephen JalkutHead of MarketingTokio Marine Holdings

Dema ZlotinCEORio SEO

agenda

3:05pm – 3:40pm

Fireside ChaT FeaTuring Bny mellon: 232 years oF innovaTion!

BNY Mellon has a unique and profound history, originating with the bank’s founder, Alexander Hamilton.

Hamilton was a visionary leader who laid the foundation for our modern economy. Hamilton instilled in BNY Mellon a pioneering spirit that has driven us forward for 232 years and continues to thrive today.

Join an interactive Fireside Chat with Aniko DeLaney CMO of BNY Mellon discussing the campaign which celebrates legacy, spotlights investments in innovation and drives culture change. The omni channel campaign includes experiential enhancements to our Innovation Centers around the globe, animated social media and AR/VR app.

Featuring: Aniko DeLaneyGlobal Head of Corporate Marketing, Managing DirectorBNY Mellon

Interviewed by:Clifton BartleyVice President, Corporate Marketing, UXBNY Mellon

3:40pm – 3:55pm

Networking Break

3:55pm – 4:30pm

keynoTe presenTaTion FeaTuring Td Bank:

“Forget Snapchat, Let’s Talk about Real Chats”

Lloyd David BalmanHead of Experiential MarketingTD Bank

agenda

4:30pm – 4:35pm

Argyle Executive Forum Closing Remarks

4:35pm – 5:35pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

The Expertise and Technology That’s Changing Local Marketing

Set it an forget it local SEO solutions simply don’t work. That’s why at Rio SEO, our expert-driven solutions combine robust strategy and powerful technology, to give you a competitive edge. Leverage our Open Local Platform to streamline your data into a single location and boost visibility from brand to branch.

Anywhere you need location data in your business, you can count on Rio SEO to get it right. From mapping to publishing to SEO, we do it all!

Visit RioSEO.com today for a free Local Marketing Presence Audit.

Automating Local SEO at Scale

LOCALMARKETINGYOU CANBANK ON

Local Listings

Local Reporting

Local Pages

Local Social

Local Manager

Rio SEO Product Suite

parTners

Thought leadership spotlight partners

A leader in personalized digital marketing, transforming the industry through cutting-edge technology, bold creative and a staggering amount of data. Our roster of 4,000 clients includes 400+ blue chip brands and 65 of the Internet Retailer Top 100. Coupled with the world’s largest affiliate marketing network, CJ Affiliate, we drive measurable, remarkable results. Conversant is the digital media arm of Epsilon, a global leader in creating customer connections that build brand and business equity.

Marketo provides the leading engagement marketing software and solutions designed to help marketers develop long-term relationships with their customers – from acquisition to advocacy. Marketo is built for marketers, by marketers and is setting the innovation agenda for marketing technology. Marketo puts Marketing First. Headquartered in San Mateo, CA, with offices around the world, Marketo serves as a strategic partner to large enterprise and fast-growing small companies across a wide variety of industries. To learn more about Marketo’s Engagement Marketing Platform, LaunchPoint® partner ecosystem, and the vast community that is the Marketo Marketing Nation®, visit www.marketo.com.

Aprimo is a category-leading marketing operations platform that frees marketers and their teams to focus on smart marketing by managing the five essentials: planning, spending, creation, distri-bution, and performance. Aprimo’s comprehensive suite improves time-to-market and maximizes a company’s marketing investment to drive revenue. The Aprimo platform includes ADAM soft-ware — the leader in empowering enterprises to manage digital assets and product information. ADAM’s SmartContentHub™ is used by global brands to create, manage, and distribute content for world-class, omnichannel customer experiences. Aprimo is headquartered in Chicago, with global R&D and customer support in Indianapolis, and international operations based in London. For more information, visit www.aprimo.com.

parTners

NewsCred is on a mission to make marketing better for everyone. As the leading content marketing software, NewsCred provides the world’s most ambitious brands – Pepsi, Visa, Dell, ConAgra, Hewlett Packard, and more – with the best solutions in content creation, market-ing management, cross-channel publishing, and measurement. Everyday, marketers rely on NewsCred to orchestrate their marketing across channels, collaborate with global teams, build brand awareness, and drive sales.

NewsCred is rewriting the rules of marketing, fueling a new way for marketers to share their stories with the world. Founded in 2008, NewsCred employs 200 people in seven global offices, serving customers in over 70 countries. Learn more at newscred.com and follow us on Twitter @newscred.

Thought leadership spotlight partners

Seventeen years ago, we launched Salesforce with a vision to create a new kind of company.

Salesforce pioneered a new technology model with our cloud platform, a new pay-as-you-go business model focused on customer success, and a new integrated corporate philanthropy model, called the 1-1-1 model, by which we donate 1% of our equity, 1% of our employee time, and 1% of our product to improve communities around the world.

This vision has fueled our incredible growth, made us the global leader in CRM, defined the era of enterprise cloud computing, and inspired a new philanthropic model for all companies to follow. Today, Salesforce’s Customer Success Platform provides groundbreaking cloud services for sales, service, marketing, community, analytics, apps and the Internet of Things.

Thanks to our dedicated employees, partners, and the customers we serve, Salesforce is the fastest growing top 10 software company in the world and has been ranked as one of the world’s most innovative companies by Forbes for five years in a row. Salesforce empowers companies to connect with their customers in a whole new way, run their business from their phones, create one-to-one customer journeys and make smarter, more predictive decisions from anywhere in real-time.

parTners

panel & app partner

Corios is the leader in the discipline of management analytics consulting focused on helping clients across industries to bridge the gap between their data and their business decisions. The company’s custom offerings provide analytical solutions for risk management and compli-ance, marketing, pricing, and big data initiatives. Corios’ solutions have identified business improvements worth hundreds of millions of dollars for corporations across North America.

Corios believes that data-driven techniques are the key to making profitable business decisions, and that data should be simple, approachable, and implementable for both analysts and decision makers. The Corios team is persistent in their efforts to promote transparency and common process across the analytical discipline.

parTners

panel partners

Optimove is the leading Customer Marketing Cloud, used by over 250 brands to drive their entire customer marketing operation.

Combining marketing art and data science, Optimove empowers marketers with the “emotional intelligence” required to communicate with customers most effectively at all times, via all avail-able channels. In other words, Optimove helps companies grow by more successfully engaging and pleasing their existing customers.

The Optimove Customer Marketing Cloud implements a systematic approach to planning, executing, measuring and optimizing a complete, highly-personalized customer retention plan. Optimove collects and consolidates your customer data. Mining and modeling it, Optimove dynamically groups customers with similar traits into micro-segments, forecasting their future behavior and value.

Optimove then allows marketers to plan and manage customer marketing plans that automate the delivery of highly-effective personalized customer communications – both pre-scheduled and in response to realtime customer behaviors – across single or multiple channels (email, SMS, push notification, on-site, Facebook, Google Ads, etc.).

Optimove is based on unique predictive customer modeling and campaign automation technologies that help marketers maximize customer spend, engagement, retention and lifetime value.

Optimove’s product and services are used by more than 250 brands worldwide, including Payoneer, AvaTrade, Oanda, Ebury and eToro. Optimove is a profitable and rapidly-growing company, with more than 120 employees across its New York, London and Tel Aviv offices. For more information visit www.optimove.com.

parTners

panel partners

Rio SEO simplifies complex local marketing by empowering enterprise brands with solutions that engage customers throughout the search ecosystem. Our heritage as search experts combined with our first-class service drives tangible results for some of the nation’s most recognizable brands. Rio SEO’s professional services, Local Solutions, acts as an extension of your brand offering high-level expertise, local marketing support, and adaptability to the ever-changing SEO industry.

Whether it’s search or social, we believe that every brand interaction is an opportunity to create a customer relationship. Our Open Local Platform powers the marketing solutions that multi-location brands need to establish a local presence and connect with customers. Rio SEO’s suite of turnkey products includes Local Listings, Local Reporting, Local Pages, Local Social and Local Manager. From web to mobile, we’re redefining the technology driving the future of local.

Seismic is the leading end-to-end content automation solution for institutional financial services firms worldwide. Seismic’s platform gives asset and wealth management firms and business banks the ability to deliver the right client content at the right time, facilitating a world-class client experience. With Seismic, marketing teams are automating the personalization and compliance of client-facing materials via Seismic’s award-winning LiveDoc® technology. Distribution teams can automatically access those materials at any time and on any device, allowing them to spend more time developing and nurturing client relationships. Headquartered in San Diego and with 200 employees across the globe, Seismic is privately held by its founding executive team and investment firms General Atlantic, JMI Equity, Jackson Square Ventures.

parTners

Breakout session partner

Leapfrog, The Performance Marketing Agency

For over 20 years Leapfrog helps leading brands like Comcast, Discover DeVry University, Anthem, Allstate, Fifth Third Bank, and many more, to grow digital market share, acquire new customers, and deliver profitable sales. Our easy-to-integrate LFX Conversion Platform connects the con-sumer journey unlocking once unattainable marketing intelligence that fuels omni-channel media buying strategies and the targeting of real-time, relevant consumer experiences that compel consumers to convert to customers. Leapfrog analyzes performance and consumer behavior to the plan and predict with the purpose of driving continuous optimization.

Our team is uniquely comprised of marketing strategists, data scientists, media planners, developers and software engineers. We share a collective mission: to repeatedly achieve our clients’ digital acquisition and business outcome goals. Our digital marketing acquisition solutions are disruptive without disrupting our clients’ current agency relationships and IT infrastructure. We are completely transparent in showing exactly how we optimize digital conversion results from initial click through the closed sale. In the end, we help our clients move from where they are to where they want to be in their digital marketing optimization journey.

senior supporter partners

Captivate cross screen network connects brands with an unmatched audience of high-value, hard-to-reach professionals at work through viewership across 10,000 office elevator and lobby displays in 1,600 premier office buildings in the U.S. Over 10 million unique monthly viewers en-gage with timely news and actionable information in an uncluttered environment throughout the workday providing exclusive advertiser placements. Our Nielsen-measured, brand-safe, 100% viewable environment provides access to an influential audience with creative, research-driven, customizable solutions that deliver measurable results.

1. Unique location-based cross-screen solution reaching high-value audience with $1 million networth featuring custom integrations in an uncluttered, 100% viewable environment

2. Reach 4,200+ top advising firms throughout the Captivate network3. Measurable vehicle that extends reach with proven results for financial services clients

including 46% Ad Recall; 42% Effectiveness and 37% Purchase Intent

parTners

senior supporter partners

Jive is the premier provider of modern communication and collaboration solutions for business, recognized as a leader by the industry’s top analyst firms in multiple categories. Our products enable people and organizations to work better together, using technology that adapts to their way – not the other way. The world’s best companies depend on Jive to unleash the ideas and impact of their employees, partners and customers.

Contently is an award-winning content marketing solution that helps brands create and execute content that works.

A successful content marketing operation requires experienced talent, workflow management, tracking tools, and strategic expertise—not to mention the ability to scale. Our platform is uniquely designed to tackle each of these challenges, which is why hundreds of Fortune 5000 companies rely on Contently.

We help brands like JPMorgan Chase, Barclays, and Morgan Stanley stay nimble with customizable approval flows, which takes the guesswork out of compliance. Our robust analytics dashboard measures and tracks data at each step of the content lifecycle, making it easy to optimize performance against business goals. With the world’s largest freelance network, brands can access award-winning journalists, photographers, videographers, and designers for premium, original content that works.

We’ve published over 24,000 pieces of content across more than 500 publications in the last year alone. Contently isn’t just smart software; it’s the top solution to marketers’ most pressing challenges.

supporter partners

parTners

supporter partners

Solstice is a digital innovation firm that helps enterprises prove what they’re capable of. We focus specifically on three high impact areas: helping clients reimagine their customer journeys for a digital age, launching new digital products and services and achieving digital operational excellence.

As strategists and consultants, we help some of the world’s largest and most reputable financial services firms evolve their digital strategy to solve mission-critical problems. As designers and developers, we build incredible hardware and software solutions that transcend a standalone product and transform an organization’s relationship with its customers.

We’ve maintained our role at the forefront of IoT, conversational UX, mobile AI and other emerging technologies for 15 years by cultivating an extraordinary culture of community, creativity and proudly hold the highest standard of anyone who dons the Solstice name, hiring just 2% of total applicants. Headquartered in Chicago, we have global delivery offices in New York, London, and Buenos Aires. For more information, visit www.solstice.com

TrackMaven is a marketing analytics platform that gives you the ability to prove ROI and improve results on over 20 digital channels including social, ads, PR, automation, CRM, and more. Marketing leaders from hundreds of the world’s best brands use TrackMaven to optimize content and campaigns, tie marketing activities to ROI, and benchmark industry performance against competitors, peers, and influencers.

Founded in 2012, the company is headquartered in Washington, D.C. To learn more, visit www.trackmaven.com or follow us on Twitter @TrackMaven.

Jive is Connection and Collaboration for the World’s Biggest Brands

Jive is an engine of engagement—an interactive intranet and employee experience hub that empowers, delights and unites your workforce.

See how companies that use Jive improve everything from onboarding to training and collaboration, and foster greater satisfaction and connection that helps attract, develop and retain top talent.

Get the case studies: Visit http://jive.to/1SId0rI

Jive is…connection & collaboration

Marketing that is relevant and valuable to your audience.TrackMaven can help you use data to build trust and increase engagement with your customers.

All-in-one Marketing Analytics

CONTENT OPTIMIZATION • EXECUTIVE REPORTING • COMPETITIVE INTELLIGENCE • CAMPAIGN ANALYSIS

Twitter Pinterest Instagram Facebook LinkedIn

Blogs Email EarnedMedia

Display Ads SEO

YouTube Tumblr Google+

upComing evenTs

June 6, 20172017 Chief Information Officer Leadership Forum (New York)New York, NY

Perspectives by:

• Kenneth Corriveau, SVP & Chief Information Officer Worldwide, Omnicom Group

• Jane Aboyoun, Global Head, Digital Innovation, The Estée Lauder Companies

• Phillip Miller, Head of Infrastructure & Technical Engineering, Brooks Brothers

June 6, 20172017 Chief Marketing Officer Leadership Forum (Atlanta)atlanta, ga

Perspectives by:

• Elizabeth Ward, Chief Marketing Officer, United Way

• Gerardo Kerik, Vice President, Brand Strategy & Digital Marketing, Turner BroadcastingSystem

• Xavier Roussel, Vice President, Marketing and Sustainability, Dole Food

• Kathy Neumann, Vice President, Brand & Retail Marketing, Carter’s

• Tina Starkey, National Head of Social Media, American Cancer Society

June 8, 20172017 Leadership in Digital Marketing Forum (San Francisco)san Francisco, Ca

Perspectives by:

• Tracy Cioffi, Senior Vice President, Marketing & Digital, Sur La Table

• Doug Milliken, Vice President, Digital Experience Transformation, Clorox

• Eric Markowitz, Head of Global and Digital Marketing, Western Union

• Josephine Chew, Vice President, Digital Marketing, Wells Fargo

• Kapil Raina, Vice President, Product Marketing, HyTrust

• Niloy Sanyal, Chief Marketing Officer, Software and Analytics, General Electric

• Girish Balasubramanian, Vice President and General Manager, Product Management,Operations and Analytics, Western Union

• Brent Hall, Head of Digital, Nokia

upComing evenTs

June 15, 20172017 Leadership in Supply Chain & Procurement (Chicago)Chicago, il

Perspectives by:

• Louis Cheung, Head of Supply Chain Management, Arkema

• Michael Hewitt, Associate Professor, Director of Supply Chain Management, Loyola University of Chicago

June 20, 20172017 Chief Legal Officer Leadership Forum (Washington)washington, dC

Perspectives by:

• Sam Eberts, Chief Legal Officer, Corporate Secretary & SVP of Corporate Affairs, LabCorp

• Leslie Thornton, Senior Vice President, General Counsel & Corporate Secretary, Washington Gas

• Theresa Coetzee, Vice-President & Assistant General Counsel, Marriott

• Amy Inlander Minniti, Vice President, Deputy General Counsel, Washington Nationals

• Sumara Thompson-King, General Counsel, National Aeronautics and Space Administration (NASA)

June 20, 20172017 Leadership in E-Commerce Forum (Los Angeles)los angeles, Ca

Perspectives by:

• Aaron Wahle, Senior Vice President, International Digital Marketing, Sony Pictures Entertainment

• Lisa Archambault, Head of Global Advertising, Caesars Entertainment

• Anne Coelen, Head of Marketing, eCommerce, Playboy Enterprises

• Ujjwal Dhoot, Vice President, Marketing, Charming Charlie

• David Goodrich, Vice President, Digital Strategy and E-Commerce, 20th Century Fox

• Drew Leahy, Chief Technology Officer, CoFounder, SnapSuits

• Kim Salzer, Chief Marketing Officer, Hyperloop Technologies

• Robin Schroder, Vice President, International Marketing and Promotions, Lions Gate Entertainment Corp.

• Pash Pashkow, Vice President, Brand Management & Creative Development, Disney ABC Unlimited

• Dea Lawrence, Chief Marketing Officer, Variety

• Erin O’Malia Gehan, Chief Marketing Officer, Candy Club

• Dave Beveridge, Vice President, eCommerce, Planet Blue

• Carlos Saavedra, Head of Culture Marketing & Innovation, PepsiCo

upComing evenTs

June 20, 20172017 Chief Information Security Officer (CISO) Leadership Forum (San Francisco)san Francisco, Ca

Perspectives by:

• Thomas Borton, Chief Information Security Officer, San Francisco International Airport

• Eric Svetcov, Chief Security Officer & Chief Privacy Officer, MedeAnalytics

• Raj Patel, Chief Information Security Officer, City of Palo Alto

• Floyd Fernandes, Vice President & Chief Information Security Officer, CBS Interactive

• Tom August, Chief Information Security Officer, John Muir Health

september 1, 20172017 Marketing & Technology in Financial Services (San Francisco)san Francisco, Ca

Perspectives by:

• Jonathan Alloy, Vice President, Wholesale Banking Product Management, Wells Fargo

• Jennifer Heyman, Vice President, Digital & Social Media, Wells Fargo

• Rahul Todkar, Vice President, Marketing Analytics and Enterprise Data Science, CharlesSchwab

• Karen O’Brien, Vice President, Global Social Media, Western Union

• Rinoti Amin, Head of Marketing Strategy - Latam, PayPal

• Marta Karolak, Vice President, Digital Channels, First Republic Bank

• Bart Molenda, Head of Paid Acquisition, Square

october 11, 20172017 Chief Marketing Officer Leadership Forum (Dallas)dallas, TX

Perspectives by:

• Julian Aldridge, Former Vice President, Brand Evangelism and Activation, Charles Schwab

ConTenT neuTraliTy poliCy

We ask that all speakers, members and sponsors

respect Argyle’s content neutrality guidelines.

We thank you for your continued support for this policy

as a way of protecting the high content standards and trust

that Argyle has established with its members.

• Argyle is proud and protective of our high standards inensuring the value of all content presented at our events.

• Strict guidelines are in place to ensure that all contentpresented is balanced and vendor neutral.

• All topics that are covered at our member events arethought leadership-focused and in line with theexpectations of our members.

• Argyle seeks to prevent overt sales pitches or unbalancedvendor references.

• Argyle provides all speakers with content presentationguidelines at the behest of our executive membership.

CONTENT NEUTRALITY POLICY