Win Over Millennials to Ensure Your Long-Term Success ... · PDF filebefore the conference @MillenFinServ ... Get all the updates you need on marketing financial services to millennials

Winning the Next Generation of Financial Consumers

2ND ANNUAL

Andrei Cherny, CEO, Aspiration

Steven Gray, Vice President, Managing Editor, JPMorgan Chase & Co.

Eric Hughes, CMO, brightpeak financial

Nondini Naqui, (former) President & CEO, Society of Grownups

Deborah Mersino, Chief Marketing Officer, Oregon Community Credit Union

Chris Curtin, Chief Marketing Innovation and Brand Officer Visa

Strategy Institute presents

April 20th & 21st, 2017 // Marriott at the Brooklyn Bridge, New York City, NY

Insights from 26+

Financial BrandsMillennials Love

Meet + Network + Learn From:

www.MillennialFinancialSummit.com

Take Away Key Strategies to:

Increase your wallet share

Compete with fintech disruptors

Capture intergenerational wealth transfer

Build an authentic brand

Secure the loyalty of millennials

PartnersGold Sponsor

Win Over Millennials to Ensure Your Long-Term Success, Increase Your Market Share and Avoid Disruption


2ND ANNUAL

Welcome to the only event to present the whole picture on digital

natives for financial services.

Millennials grew up during the longest period of economic expansion

in American history and came of age during the Great Recession

of 2008. Unsurprisingly, they have a complicated relationship with

financial institutions. This conference brings together financial

services leaders who are building this relationship, to win over the

largest generation of financial consumers.

This conference brings together leading financial marketers who

understand the unique challenges posed by millennials. Over the

course of two days you will hear best practices for making millennials

a key to your marketing success.

Win over the next generation of financial consumers to ensure your

future success. Join us today!

Your Marketing to Millennials for Financial Services Team

Strategy Institute

Event in Numbers

New This Year


2ND ANNUAL

40% More Content!: Super charge

your action plan

More C-level Contributors: Hear from 10+ C-level executives

Specialized Tracks: Source specialized information on market testing, digital marketing, millennial behavior, and more

30% More Speakers: Hear insights from 26+ thought leaders

Millennial Panel: Hear from millennials directly in our interactive panel

Major Institutions: Source strategies from leaders including Visa, Bank of America, Morgan Stanley, Western Union, Federal Reserve Bank, and Fidelity

Off-The-Record Fireside Chats: Hear information you won’t hear elsewhere from high-level marketing executives

Outside-the-Industry Perspective: Learn from innovators like Casper

Award-Winning Speakers Include:

Specialized Tracks2

Speakers26+Hours of Networking8+

C-level Contributors10+3 Interactive

Panels

Register Today by Calling 1-866-298-9343 x 200

Follow Millennial Financial Services Summit on LinkedInGet the conversation started before the conference@MillenFinServ

Register online at www.millennialfinancialsummit.com

Source 10 Actionable Ideas to Transform Your Business:

Build a Brand Millennials Love: Win their support with authenticity

Capture Inter-generational Wealth Transfer: Retain and grow assets under management

Win Millennials’ Trust: Overcome distrust of financial institutions

Grow Your Wallet Share: Be top-of-wallet for millennials

Earn Loyalty: Build loyalty within a disloyal market

Understand Millennial Behavior: Create products and services for their needs

Explore Next Generation Technologies: Use emerging tech to win millennials

Win Social and New Media: Reach millennials the way they communicate

Avoid Disruption: Compete and partner with fintech

Secure the Future of Your Institution: Win the next generation of financial consumers

1

Register Today!

Get all the updates you need on marketing financial services to millennials.

Save your spot now for the world’s largest gathering of financial marketers specifically targeting millennial consumers.

Phone: 1-800-298-9343 x200

E-mail: [email protected]


Who You Will Meet

Start the Conversation Before the Summit!

Past Attendees Include

1st Constitution Bank • AGF Management Limited • BarclayCard US • Beneficial State Bank • Bethpage Federal Credit Union • BNY Mellon • Charles Schwab • Charlotte Metro Credit Union • Chase • Citigroup Inc. • Edward Jones • Fidelity Investments • Harvest Exchange

• Investors Group • Jackson National Life Insurance • JP Morgan Chase & Co • Legg Mason • Liberty Bank • Listerhill Credit Union • M&T Bank Corporation • MD Financial Management • MetLife • National Bank • New York Life • NJM Insurance Group • Prudential Financial • Quicken Loans • Sallie Mae • San Mateo Credit Union • SchoolsFirst Federal Credit Union • TIAA

• Sallie Mae • USAA • Visa • Voya Financial • Wells Fargo • WisdomTree Asset Management Inc

Financial Services Institutions: Banks, Insurance, Credit Cards, Investment/ Management Firms, Credit Unions, Mutual Funds, Loan and Mortgage ProvidersC-level Officers, Presidents and Vice Presidents, Directors and Managers of: Marketing/ Digital | Marketing Market research | Innovation | Brand | Market Insights | Social Media

• Source proven marketing strategies specific to millennials in financial services

• Gain insights from all financial services sectors including banking, insurance, wealth management, credit cards, mortgage and loan providers, and fintech companies

• Stay on top of the latest trends and innovations for attracting millennials

Solution Providers: Marketing/Millennial Agencies, Software and Technology, Content Marketing, Analytics, Social Media, Automation, CRM, Mobile Marketing:C-Level Officers, VP & Direction of: Business Development | Marketing | Sales

• Network with financial services marketing executives with buying power

• Share the stage with thought leaders in financial services and millennial marketing

• Hear your clients’ marketing problems and desired solutions directly

DAY 1 Thursday April, 20th

7:45 AM REGISTRATION AND BREAKFAST

8:15 AM OPENING COMMENTS FROM THE CHAIR

Susan Avarde, (former) Head of Global Brand, Enterprise-wide, Citigroup

9:15 AM INDUSTRY EXPERT: BOND BRAND LOYALTY

Millennials & Post-Millennials—Turning First-timers into Life-timers

If you think millennials are going to bank upside down—you’ve been sold a bill of goods. They already have, and they never will. While odds are they’ll bank where their parents did, that’s as much up for grabs as it’s ever been. In this category, especially, the loyalty of one generation tends to breed the loyalty of the next. Hear how loyalty often lies in the commonalities, the unifiers, and recognizing the subtle differences is what can future-proof your brand loyalty. Attendees will learn about:

• Millennial and post-Millennial commonalities, nuances and segment-based opportunities

• The where and how to turn first timers into life timers• The make or break loyalty moments along the millennial customer journey

Sean Claessen, EVP Strategy and Executive Creative Director, Bond Brand Loyalty

8:30 AM KEYNOTE: BUILDING TRUST

Using Social Media and a Social Conscience to Win Over Millennials in Financial Services

Building trust is an essential component to winning over millennial financial consumers, and it’s an area where traditional firms struggle. Pair your social media and social conscience to develop a brand that resonates with millennials. Develop a plan to:

• Forge a deep engagement with discerning customers • Build a socially responsible brand • Rebuild trust in the financial industry

Gain millennial support with your socially responsible brand.


Your Conference Venue!

Reserve Your Room Today!Phone: 1 (877) 303-0104

9:45 AM POWER PANEL

Bridging Virtual and Face-to-Face Touch Points to Engage Clients

Millennials present fewer opportunities for face-to-face interactions but provide more digital touch points. Explore ways of connecting with your clients across digital channels. Develop strategies to:

• Make the most of face-to-face touch points• Ensure a consistent experience across channels• Personalize digital touch points

Engage millennials across your digital and physical touch points to build better relationships.

Susan Avarde Moderator, (former) Head of Global Brand, Enterprise-wide, Citigroup


Dani Pascarella, Founder & CEO, Invibed

Jason Gross, CEO, Petal Card

Explore your benefits and book your overnight stay today!

The New York Marriott at the Brooklyn Bridge welcomes you! Located in the heart of Downtown Brooklyn and only one subway stop away from Manhattan.

The hotel offers an ideal location with easy access to a plethora of restaurants such as the famous River Café, shopping down the boutique filled streets of Brooklyn heights and other famous attractions such as The Brooklyn Bridge and The Brooklyn Botanical Gardens.

Booking your room at the hotel gives you advantages...Networking: Maximize your relationship building by staying at the same hotel as the conference! Special onsite social activities with will arranged. Don’t miss out.

Accommodations: After a complete transformation in 2016, New York Marriott at the Brooklyn Bridge perfectly captures the city’s rich culture and modern style.

Save travel time and money. Take advantage of our conference rate of $264.00/night, plus taxes. Mention “Strategy Institute Conference – Millennials” when you make your reservation by March 29th, 2017, call 1- 877-303-0104.

Location: New York Marriott at the Brooklyn Bridge Hotel, 333 Adams Street, Brooklyn, NY 11201

Attend The Pre-Event Gathering

SPECIAL GUEST RATES:


12:15 PM NETWORKING LUNCH

10:15 AM KEYNOTE: MILLENNIALIZATION OF EVERYTHING

How Millennial Customer Behavior Impacts All Behavior

There are 92 million Millennials in the US today and their customer behaviors are slowly but surely transforming the way we all consume, interact, communicate, transact, pay, eat and soon, bank. In this interactive you will learn:

• Why Millennials demand a unique mobile experience• How companies need to adapt to engage Millennial customers• How can financial services firms out front of this tectonic shift in

consumer behavior and win the hearts and minds of Millennials customers today, and tomorrow

Jeremy Balkin, Head Of Innovation, HSBC USA; Author, The Millennial Book

11:45 AM CASE STUDY: MILLENNIAL SPENDING

Improve your Millennial Payments Strategy to Drive Growth

By 2025 Millennials will be the largest spending segment. Optimize your acquisition, usage and retention of millennial cardholders to increase growth and profitability. Understand best practices to:

• Attract more millennials as customers • Grow usage among existing millennial customers• Drive profitability with your payment strategy• Improve servicing to stem attrition and retain more millennials

Create a roadmap to achieve your payments business’ objectives.

Breffny O’Rourke, Senior Director, Visa Performance Solutions

10:45 AM NETWORKING BREAK

1:15 PM CASE STUDY: DIGITAL ADAPTATION

Adapt Financial Services and Marketing to Meet the Expectations of Digital Natives

To keep pace with customer expectations, traditional financial services firms need to adapt to the digital era or they risk disruption. Source insights on how your financial institution can act more like innovative startups. Develop a plan to:

• Embed financial services into online and mobile apps• Market to millennials through digital and traditional channels• Adopt a mobile-first approach to marketingMeet your customers’ expectations in the digital era.

Nidhi Gupta, Director, Global Marketing, Western Union

11:15 AM CASE STUDY: RETHINKING MARKETING

Rethink Your Marketing to Win Over Millennials In Savage New Ways

Marketing to millennials is radically different than the majority of marketing a mere 4 or 5 years ago. Hear how research, voice and tone, imagery, channels, and overall strategies can set your financial institution apart — but only if you’re willing to rethink some preconceived notions about this critical target market. Discover pragmatic tips on how to:

• Build campaigns that build both awareness and sales• Leverage your own staff for research and feedback • Influence with content, pre-roll video, social media, quizzes,

microsites, and more


1:45 PM INDUSTRY EXPERT: LEXISNEXIS RISK SOLUTIONS

Where Are the Creditworthy Millennials? Using Advanced Analytics to Attract the Best Prospects

Millennials have recently become the largest living generation in the U.S. This population of roughly 75 million 18-35 year olds are at a key point in their financial lives where they are accumulating wealth and developing lasting relationships with businesses. Amid countless data points and confusion over the appropriate strategies to address Millennials, LexisNexis recently conducted a study to uncover the most meaningful insights for businesses looking to serve this cohort. Leveraging both public and proprietary data, our study sought to answer three important questions:

• Where do they live?• Are they financially healthy? • What assets do they own?

John McWilliams, Sr. Vertical Solutions Consultant, Credit Risk Decisioning and Marketing

2:15 PM NETWORKING BREAK

2:45 PM CASE STUDY: DIGITAL ADVISORY

Adapting Wealth Management for a Digital World to Gain Entry-level Clients

Traditional wealth management is too costly for young professionals with limited savings, while robo-advisors lack the personal touch many people seek. Find a middle ground by using digital platforms to deliver cost-effective financial advice to your clients. Source practical tips to:

• Provide content-based financial advice• Leverage mobile and digital platforms• Support clients with online, one-on-one coaching

Create your cost-effective wealth management services to gain new clients.



4:45 PM CONFERENCE ADJOURNS TO DAY TWO

3:45 PM CASE STUDY: PAYMENT PREFERENCES

Explore Millennial Payment Preference and Behaviors to Create Better Products & Services

As millennials’ spending power is estimated to surpass $3 trillion in 2018, it is important to understand how this generation thinks and differs from previous generations. Learn what the Federal Reserve’s Diary of Consumer Payment Choice reveals about millennials’ payment behavior. Walk away with solutions to:

• Better understand what payment instruments millennials prefer and use

• Know how much cash millennials are holding• Realize how millennials are incorporating smartphones

with payments

Understand how your clients use cash and other payment forms.

Claire Wang, Data and Policy Analyst, Federal Reserve Bank of San Francisco

4:50 PM RECEPTION

Don’t miss this exclusive end-of-day gathering with conference speakers and attendees! Unwind, mingle and build relationships that will benefit you in the years to come.

4:15 PM KEYNOTE: FINANCIAL LITERACY

Opening up the Conversation Around Money to Create Better Financial Consumers

Talking about money is one of the last social taboos, but getting millennials to have this conversation is critical to their financial health. Encouraging and engaging with your customers to open up about their finances in a judgment-free space can make them better financial consumers. Develop a plan to:

• Create a safe space to discuss money• Improve your customers’ financial literacy• Customize financial planning to the individual in a holistic way

Help your clients get over the money taboo to improve their financial health.

Nondini Naqui, (former) President and CEO, Society of Grownups

DAY 2 Friday April, 21st

7:45 AM REGISTRATION AND BREAKFAST

8:15 AM OPENING COMMENTS FROM THE CHAIR

Sue Yasav, Vice President, Thought Leadership and Market Insights, Synchrony Financial

8:30 AM KEYNOTE: YOUTHNATION

Building Remarkable Financial Brands in a Youth-driven Culture Businesses today have to embody the ideals of youth culture in order to succeed. Throw out your traditional marketing plans and transform your financial services firm to win over millennials. Walk away with a plan to:

• Build stronger evangelism with a compelling brand narrative • Create loyal communities with immersive and engaging experiences • Navigate the radically-changed landscape of the future marketplace

Adapt your brand to win clients in a youth-driven culture.

Matt Britton, Author, YouthNation

9:30 AM FIRESIDE CHAT: CASPER

Learn How a Company in Another Traditional Industry Won Over MillennialsFounded in 2014, Casper has radically changed the traditional mattress industry business model. In the process it has built a brand adored by millennials and been named one of Fast Company’s Most Innovative Companies in the World. Get strategies to:

• Build a brand millennials love• Be relevant on social media• Communicate in an authentic way

Win millennials over based on success in another industry.

Lindsay Kaplan, VP, Communications, Casper

3:15 PM INDUSTRY EXPERT: E-SPIRIT

Transform Your Digital Strategy and Ecosystem to Engage Millennials

Millennials have rocked the financial industry with their digital behaviours. The only certainty is that the channels they use today likely won’t be what they use five years from now creating a problem for marketers relying on old tactics and digital marketing tools. In this session, we’ll explore fool-proof ways you can ensure stronger long-term relationships with Millennials.

• Provide relevant experiences for their digital channel of choice with greater ease

• Deliver targeted content to any channel or device at the precise moment a millennial uses it

• Future-proof your digital ecosystem to ensure delivery of the best digital experiences regardless of what the next channel is

Understand how your clients use cash and other payment forms.

Chris Knepp, Vice President of Sales, e-Spirit North America

9:00 AM INDUSTRY EXPERT: SAPIENTRAZORFISH

Legit inheritance — Delivering Value for Millennials on the Eve of the Great Wealth TransferMillennials will be inheriting $30T of generational wealth over the next 3-5 years, opening a sizable opportunity for financial institutions to support and drive value around this generational transfer of wealth. Learn:

• How millennials and their families may be planning for this life event• The role banks, wealth managers and insurers can play in creating value • Example of the giver and receiver experience journey

Rina Pandalai, Senior Vice President and Digital Transformation Lead – Consumer Banking, SapientRazorfish

10:15 AM NETWORKING BREAK

Join the LinkedIn Community for “Millennial Financial Services”

10:45 AM KEYNOTE: VISA

Driving Disruption to Build Brand AffinityBrand authenticity and transparency are key consideration points for millennials. In order to keep their organizations relevant, marketers must be willing to break barriers and operate on the basis of disruption. Develop a strategy to:

• Drive lasting brand preference through innovation and corporate responsibility

• Inject innovation into digital marketing • Curate a 360° brand experience that resonates with the target audience

Win millennials over based on success in another industry.

Chris Curtin, Chief Marketing Innovation and Brand Officer, Visa

11:45 AM NETWORKING LUNCH

1:45 PM NETWORKING BREAK

11:15 AM CASE STUDY: FAST PAYMENTS

Implementing Faster Payment Solutions to Meet Millennials’ Expectations

Millennials want faster payment options – whether they come from financial institutions or nonbank providers. Hear what the Federal Reserve is doing to get the payments ecosytem up to speed and how it will affect your clients. Gain insights on:

• Keeping pace with the shifting payments landscape• Improving payment speed, security and efficiency• Collaborating to improve the U.S. payment system

Source details on how faster payments can improve services for your millennial customers.

Korie S. Miller, Vice President & Director of Marketing Communications, Customer Relations & Support Office, Federal Reserve Banks

12:45 PM KEYNOTE: SYNCHRONY FINANCIAL

Balancing Multi-generation Marketing Strategies to Win Millennials While Retaining Boomers

Millennials have been analyzed for their thoughts, feelings, likes, dislikes, charity, diversity, shopping habits, debt levels, etc.; yet, actionable insights about what drives their behavior have proven more elusive. Transform your strategy to attract millennials while retaining your older customer base. Discover what millennials say they want to maximize your relevance to this important segment. This will include strategies to:

• Become more relevant to your potential customers with targeted communications

• Use communication strategies that address each particular gen-eration’s delighters and pain points

• Understand drivers of behavior for boomers and millennials, including the de-bunking of popular myths and assumptions

Sue Yasav, Vice President, Thought Leadership & Market Insights, Synchrony Financial

2:15 PM CASE STUDY: MICRO APPS

Using Micro Apps to Meet Millennials’ Multiple Financial Needs

Millennials are looking for personalized financial services. Micro Apps are hyper focused on the users’ specific needs and function to interact quickly and easily for maximum efficiency. Source strategies to:

• Provide different services to handle different parts of millennials’ financial lives

• Avoid losing customers as a result of a so-called “micro app” ecosystem

• Integrate features into your product offerings that satisfy millennials’ expectations

Better serve your clients with micro apps.

Husani Oakley, Chief Technology Officer, Goldbean

1:15 PM CASE STUDY: TRANSFORMATION

Adapt a Legacy Business to Meet Next Generation Needs

A century of maintaining status quo has inhibited the financial industry’s ability to effectively connect with a younger generation. Go beyond incremental change to transform your financial institution. Gain insights into:

• Reframing a legacy business for a younger audience• Providing relevant insights for a generation that has grown up

with libraries of information at their fingertips • Helping a younger generation feel confident in their

financial planning

Move your innovation conversation out of the country club and into the microbrewery.



4:00 PM CONFERENCE ADJOURNS

How to structure and lead companies for digital innovation.”

Traci Siegel, TLS Marketing Services

3:15 PM MILLENNIAL PANEL

Uncover What Millennials Really Want, to Deliver Better Financial Services and Products

At different stages of adulthood, millennials will require diverse products. Gain insights on these needs from a group of financial thought leaders who also happen to be millennials themselves. Create a plan to:

• Develop financial products to fit their needs• Deliver financial services millennials want• Separate millennial myth from reality

Gain insight into the millennial mindset direct from millennials themselves.

La Kesha Landers(Moderator), Program Director of Financial Literacy, VP of Financial Literacy and Professional Development, Millennials Chamber of Commerce Clark Atlanta University

Tonya Rapley, Founder, My Fab Finance

Danna Jacobs, Founding Partner, Legacy Care Wealth

Erin Lowry, Founder, Broke Millennial

Patrick M. Biggs, Financial Advisor, The RBK Group at Morgan Stanley

Jimmy Cushingham, Financial Advisor, Edward Jones

There is not just one place to be on digital marketing, you have to be where your customers are and determine how you are going to manage that.”

Carolyn Grant, Bergengren Credit Union

2:45 PM CASE STUDY: JPMORGAN CHASE & CO.

So, You Want to Drive Business? Tell a Human Story

In this session, learn how the Chase Newsroom is building content and partnerships about personal finance, entrepreneurship, leadership, and culture—while driving business among millennials, and certainly all Americans. You’ll learn:

• How to become a media company.• How to craft the best media partnerships to reach millennials –

and other demographic groups.• How to protect your brand’s voice – while tapping into the

authentic voice, and sensibility, of media partners that focus on millennials.

• Use relatable human stories to unpack how millennials spend, save, and invest money



Matt Britton, Author, YouthNation

Lindsay Kaplan, VP, Communications, Casper

Korie S. Miller, Vice President & Director of Marketing Communications, Customer Relations & Support Office, Federal Reserve Banks

Husani Oakley, Chief Technology Officer, Goldbean

Tonya Rapley, Founder, My Fab Finance



Susan Avarde, (former) Head of Global Brand, Enterprise-wide, Citigroup



Danna Jacobs, Founding Partner, Legacy Care Wealth

Nondini Naqui, (former) President & CEO, Society of Grownups

Nidhi Gupta, Director, Global Marketing Western Union


Claire Wang, Data and Policy Analyst, Federal Reserve Bank of San Francisco

Douglas A. Boneparth, Partner, Longwave Financial, LLC.

Your Faculty of Top Class Speakers Includes…


Connect with World Leading Financial Institutions

Find Answers to Your Biggest Challenges

WHO WILL YOU MEET?

33% - Investment / Wealth Management

27% - Banks, Insurance, Credit Unions & Credit Cards

14% - Marketing Agencies

24% - Technology Vendors

40% - CMO, VP/Director/Manager of Marketing and Product

25% - Director/Manager of Strategy/Online/Web/Internet/Social Marketing

20% - Sales, Business Development, Marketing

10% - Industry Stakeholders

5% - Consultants

Follow us on Twitter @MillenFinServ #MillenFinServ

1. Network with financial services marketing executives with buying power

2. Share the stage with thought leaders in financial services and millennial marketing

3. Hear your clients’ marketing problems and desired solutions directly

4. Gain valuable face time with marketing decision makers with 8+ hours of dedicated networking time

5. Showcase your leadership in the areas of financial services, marketing and millennials

*Limited exhibit space and sponsorship packages are available.

Top 5 Reasons to Sponsor:

EVENT SPONSORSHIP OPPORTUNITIESAT NORTH AMERICA’S LARGEST FINANCIAL SERVICES MARKETING EVENTJoin financial services marketers who are looking for solutions and technology to better attract and retain millennial clients.

TitleBreakdown:

AudienceBreakdown:

Thought Leadership Conference Room

Networking & Dialogue

Food & Beverage

Exhibitor Room

SOLD

SOLDSOLD

DON’T MISS THIS OPPORTUNITY TO BE AT THE CENTRE OF THE ACTION!To learn more, contact Darren Haughian at 1-866-298-9343 x276

or email [email protected].*Limited exhibit space and sponsorship packages are available.

Registration fee: The registration fee includes luncheon, receptions, refreshments, networking breaks, continental breakfast, and original course materials. Payment is required in advance and can be made by company check, VISA, MasterCard, or American Express. Please make cheques payable to the Strategy Institute Inc. and write the registrant’s name on the face of the cheque.

Early Bird special: Expires on January 27th, 2017 & February 24th, 2017. Cannot be used with group discount.

Group Discount: A Group Discount is offered for this conference (not in combination with any other offer). To be eligible for the Group Discount, delegates MUST register at the same time. The total discount per delegate (including applicable group discounts, etc.) MUST not exceed 25% of the regular conference costs.

Cancellations: Cancellations must be received in writing by April 6th, 2017. Cancellations received by this date will be eligible for a prompt refund less a $495.00 administration fee. If you register for the program and do not attend, you are liable for the full registration fee unless you cancel according to the terms stated above. If you are unable to attend, delegate substitution is permitted up to, and including, the day of the conference.

Admission Policy: Strategy Institute reserves the right to restrict entry to the conference to any individual. Any such person requested to leave the conference site shall do so immediately upon request, whether previously issued a badge permitting entry. There is no refund payable with respect to anyone refused entry. Any information obtained at the conference cannot be relied upon for any particular set of circumstances, cannot be taken as professional advice or opinion. Attendees must consult with the appropriate professional before acting in response to information obtained at the conference.

Evening Social Activities: Please drink responsibly. Strategy Institute shall not be liable for any consequential damages and/or personal injuries caused by excessive or irresponsible alcohol consumption.

4 EASY WAYS TO REGISTER

Tel: 1-866-298-9343 ext. 200 Email: [email protected] Web: www.millennialfinancialsummit.com Mail: Strategy Institute, 230 Park Avenue, NY 10169

Conference only $1,895 - SAVE $300

Register byJanuary 27th

$1,995 - SAVE $200 $2,195

Register byFebruary 24th

Regular

GROUP BOOKINGS: RECEIVE 25% DISCOUNT. REGISTER FOUR DELEGATES AND EACH PERSON WILL RECEIVE A 25% DISCOUNT

CONFERENCE CODE: 117036

April 20th & 21st, 2017 // Marriott at the Brooklyn Bridge, New York City, NY

Exclusive insights from:

ATTENTION MAILROOM: If undeliverable to addressee, please forward to: CMO and SVP/VP/Director of Marketing, Product, Strategy, Digital, Social, Emerging Platforms

26+ SPEAKERS

10+

8+

3

C-LEVEL CONTRIBUTORS

HOURS OF NETWORKING

INTERACTIVE PANELS


2ND ANNUAL

30+Strategies to Gain

Millennial Customers in

Financial Services


Documents

Win Over Millennials to Ensure Your Long-Term Success ... · PDF filebefore the conference @MillenFinServ ... Get all the updates you need on marketing financial services to millennials