Fresh perspectives. Inspiring experiences.
October 2017 C-suite Leadership Forum
The Intersection Between Politics and World Markets
Dubbed the “rising guru” of political risk by The Economist, Ian Bremmer counsels leading executives, money managers, diplomats and heads of state on the political developments and national security dynamics that are moving markets and shaping the way individuals and companies invest across the globe. As the keynote speaker of the inaugural GRMA Financial & Insurance Services Executive Leadership Forum, Ian will explain the intersection between politics and world markets including vital changes in state and global commerce, data flows, and how these factors are impacting consumer attitudes and investments across the globe.
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).
Financial Industry Regulatory Authority (FINRA)
Marketing in a Highly Regulated Environment
When it comes to regulation, marketers face multiple challenges while trying to engage with their customers in a more personal, relevant way. No industries are more highly regulated than financial, health and insurance services. As new technologies emerge and more personal and financial data becomes available, how will marketers effectively use this information to provide greater engagement and better value to their customers, yet adhere to the stifling complexity of regulation standards. How can companies better innovate in this highly regulated environment. Will newer start-up business models be able to skirt standards and regulations restricting the established institutions? How will regulation influence new technologies and vice versa?
As the SVP, Corporate Finance/Advertising Regulation at FINRA, the Financial Industry Regulatory Authority, Joe Price will address these critical issues. At FINRA, Joe and his team are directly responsible for regulating broker/dealer sales materials, mutual fund advertisements, social media and other communications with the public. With a broad background that includes working in various capacities at the SEC and the FTC, as well as time spent as a Compliance Officer, Joe is uniquely qualified to address the issue of Marketing in a Highly Regulated Environment.
Pivoting at the Pace of Change
Heather Cox is USAA’s first Chief Technology and Digital Officer and is charged with leading a new technology organization that will enable the 95 year-old financial services company to move more quickly in responding to external market conditions and consumer demands. She is focused on maintaining USAA’s legacy of delivering exceptional experiences and building deep relationships with its members while also shifting its mindset to that of a leading technology company.
At the GRMA Executive Leadership Forum, Cox will focus on the challenges and opportunities ahead for financial services companies as advancements in technology disrupt the industry. She will share her thoughts on the importance of maintaining a bias toward innovation in the face of a heightened and costly regulatory environment. In addition, she will discuss how traditional companies can shift longstanding behaviors and thinking to maintain a competitive edge against more nimble startups.
A recognized expert in customer experience and digital, Heather was named one of the 10 Most Innovative CEOs in Banking by Bank Innovation in 2015, as well as Digital Banker of the Year and One of the Most Powerful Women in Banking by American Banker. She was also recognized with the Washington Business Journal’s Women Who Mean Business Award in 2013 and was named to American Banker’s Women to Watch list in 2011, 2013 and 2016.
Founder and CEO of NextBlock Global
Disruptive Technologies and Business Opportunity
Alex Tapscott is a globally recognized thought leader, speaker and writer focused on the impact of emerging technologies on business, society and government. He is the Founder and CEO of Next Block Global, an investment company actively managing a diversified portfolio of digital assets, and sits on the IMF’s special advisory council on fintech and blockchain. He is also a member of the Advisory Board to Elections Canada, the independent, non-partisan agency responsible for conducting federal elections and referendums, and is a founding Member of the World Economic Forum’s Global Futures Council on Blockchain.
Alex co-wrote (with Don Tapscott) the critically acclaimed non-fiction best-seller, Blockchain Revolution: How the Technology Behind Bitcoin is Changing Money Business and the World and in 2016, he co-founded (with Don Tapscott) The Blockchain Research Institute, a multi-million dollar think tank focused on blockchain strategies, opportunities and use-cases.
For C-level executives in any industry understanding the blockchain is critical to understanding the future. At the Forum, Alex Tapscott will provide a valuable perspective on the possibilities for change across multiple business use cases that blockchain technology will bring about, as well as share his predictions for the likely path it will take to full adoption.
Jeremy K. Balkin
Winning the FinTech Arms Race
Jeremy K. Balkin is Head of Innovation for HSBC Bank USA with responsibilities covering FinTech partnerships and new business model design in Retail Banking & Wealth Management. Prior to joining HSBC, Jeremy was an executive at Macquarie Bank, and served as an adviser to The Hon. Malcolm Turnbull, Australia’s 29th Prime Minister. Jeremy is also the award-winning author of Millennialization of Everything: How to Win When Millennials Rule the World and serves as a founding mentor and adviser to Startupbootcamp, the leading global fintech accelerator. In 2013, The World Economic Forum designated Jeremy K. Balkin as a Young Global Leader and he was also recently named a Top 35 Millennial Influencer in USA by the Next Big Thing Movement.
At the Forum, Jeremy will share his perspective on the two root causes underlying the “arms race” taking place in financial services: millennials and technology. Jeremy will focus especially on the impact of millennials which extends well beyond their current monetary resources.
Marketing Orchestration & The Art of Possibility®
World famous conductor, Benjamin Zander takes you on a journey that offers a startling new perspective on leadership, fostering a radical shift in perception through music, concepts and stories. This is not a presentation; it is an inspirational experience!
Through his lifetime of experience conducting, coaching and teaching musicians and leaders around the world, he’ll share how the most successful leaders work magic to fundamentally change organizations and overcome barriers to corporate productivity. These are valuable lessons for all C-Suite executives.
In this new model of leadership, Zander uses the metaphor of an orchestra, a group of highly trained and experienced individuals, and the conductor who views his role as awakening the possibility in others, releasing passion, creativity and the desire to contribute.
Benjamin Zander is the conductor of The Boston Philharmonic Orchestra and has been a guest conductor on various stages around the world. He is a highly sought after speaker and has appeared several times on the program of the World Economic Forum in Davos where in 2009 he keynoted the opening session. Among his numerous awards, Benjamin Zanders counts the World Economic Forum’s Crystal Award for Outstanding Contributions in the Arts and International Relations, and the Caring Citizen of the Humanities Award which he was awarded in 2002 by the International Council for Caring Communities at the United Nations.
His partner, Rosamund Zander and he have collaborated on a best-selling book, The Art of Possibility, which has been translated into seventeen languages.
Bank of America
Measuring Return on Relationship
Lou Paskalis, SVP Enterprise Media Planning, Investment and Measurement oversees the Bank of America communications strategy and media investment across traditional, digital and social media channels with an eye toward driving innovative solutions across all lines of business. He also leads the media analytics practice and is the co-executive sponsor of the bank’s newly formed Content Center of Excellence which is uniting efforts to enhance narrative skills and build an enterprise wide capability.
A board member of the Media Ratings Council as well as the Mobile Marketing Association, Lou also serves on multiple Interactive Advertiser’s Bureau (IAB) Advisory Councils and is a long serving jury member of the IAB MIXX Awards and Global Effie awards. Recently AdWeek magazine recognized Lou as the 16th most indispensable professional across marketing, media, advertising and technology.
Lou’s presentation will advance the forward-thinking idea that as an industry, we are focused on the wrong KPIs; that we should focus on ROR, Return on Relationship, before we focus on Return on Investment. This will be an intense and thought-provoking session for all C-Suite executives charged with driving positive business outcomes and endurable profitable growth.
Peter S. Fader
Wharton School of the University of Pennsylvania
Customer Centricity and Corporate Valuation
Peter S. Fader is the Frances and Pei-Yuan Chia Professor of Marketing at the Wharton School of the University of Pennsylvania. His expertise centers around the analysis of behavioral data to understand and forecast consumer shopping, spending and saving patterns.
Professor Fader believes that marketing should not be viewed as a “soft” discipline, and his work with different companies including telecommunications, financial services, gaming/entertainment, retailing, and pharmaceuticals is designed to improve managerial perspectives in this regard.
His work has been published in (and he serves on the editorial boards of) a number of leading journals in marketing, statistics, and the management sciences. He has won many awards for his teaching and research accomplishments.
In addition to his various roles and responsibilities, Professor Fader is also co-founder of Zodiac (http://www.zodiacmetrics.com/), a SaaS-based company that aims to make top-notch customer valuation models and insights easily accessible to a broad array of data-driven organizations.
At the Forum, Professor Fader will focus on the importance of the customer and customer journey as well as how to reorient an organization from being product-focused to becoming customer focused. These are all critical lessons for C-Suite executives leading businesses in transition such as financial services, insurance services and retail.
Developing Transformative Talent
As Chief Marketing Officer and Head of Partnerships for TaxSlayer LLC, Chris Moloney is instrumental in helping the online taxes and financial services provider grow in the highly competitive and fast-paced consumer technology industry. He is responsible for driving business growth and strategy, creating consumer loyalty and advocacy, and leading the brand and digital strategy for four distinct lines of business at Tax Slayer.
Previously, Chris served as the CMO for Scottrade, Wells Fargo Advisors, and Experian, overseeing nearly $1B in media spend. He and his teams have earned seven national marketing awards of distinction including Wells Fargo being named the #1 ranked investment firm in the U.S. for social media. At the Forum, C-Suite executives will learn from Chris’s presentation exactly what it takes to build award-winning teams that can lead the successful transformation of an organization forced to compete in the fast-changing consumer technology segment. He will also address the right blend of in-house resources versus outsourced capabilities.
Experience on Demand: The Promise (and Hype) of Virtual Reality
As the Founding Director of Stanford University’s Virtual Human Interaction Lab, Dr. Bailenson studies all facets of virtual reality with emphasis on how virtual experiences lead to changes in real-world perception. In a particularly relevant example, Dr. Bailenson’s team created a VR experience where younger customers “meet themselves” at retirement age to measure whether experiencing their aged-selves would cause these customers to be more aggressive in saving for their later years. This is but one example of Dr. Bailenson’s focus, not just on the technology but how the technology-enabled experience can change actual behavior.
At the Forum, Dr. Bailenson will review this experience and more ways that VR and AR can positively impact a business outcome either directly through customers or indirectly through other means. While it may seem too far away now, especially to legacy businesses, becoming familiar with the possibilities offered by VR and AR will be critical for future success.
Acquisition & Partnering for Success
Matthew is the CEO and Co-Founder of Earnup, an intelligent loan automation platform. Prior to this, he has spent his career with leading investment firms including Clearlake Capital Group, NCB Capital, and McKinsey & Company. Matthew is also a national advocate for diversity and inclusion.
At the Forum, Matthew will share his experiences as Co-Founder of a financial services start-up that is seeking to solve a consumer problem with a technology-based disruptive solution. He will speak to product development and evolution, customer acquisition, usage and retention as well as what it is like to assimilate among the legacy businesses. C-Suite executives will benefit from hearing Matthew’s start-up insider-perspective as they choose their own paths of innovation and transformation.