Speakers and Agenda

We're looking forward to the Americas Financial Marketing Leaders' Summit on 10th December 2025 at Reuters in Times Square, NY, created by and for financial services marketers to share best practices and promote excellence in marketing. The Summit is sponsored by Reuters, Dianomi, the Chartered Institute of Marketing (CIM), the World Media Group and EI Advisory.


Speakers and Agenda

We're looking forward to the Americas Financial Marketing Leaders' Summit on 10th December 2025 at Reuters in Times Square, NY, created by and for financial services marketers to share best practices and promote excellence in marketing. The Summit is sponsored by Reuters, Dianomi, the Chartered Institute of Marketing (CIM), the World Media Group and EI Advisory.


Lananh Nguyen

Amanda Werth Stewart

CMO

The Clearing House

Josh London

CMO

Reuters

April Rudin

CEO

The Rudin Group

Jamie Credland

Chief Executive

World Media Group

Tony Jarvis

Global MD

EI Advisory

Lananh Nguyen
Lananh Nguyen

Satwant Pandher Wishart

Co-Founder and CEO

Casey Wishart & Partners

Roslyn Casey Shaw

Co-Founder and Chief Commercial Officer

Casey Wishart & Partners

Anand Sindgi

Global Head of Brand Partnerships

Dianomi

Jacob Howard

Chair, CIM FS Group, and Founder

Financial Marketing Insights

Lananh Nguyen

Amanda Werth Stewart

CMO

The Clearing House

Josh London

CMO

Reuters

April Rudin

CEO

The Rudin Group

Jamie Credland

Chief Executive

World Media Group

Tony Jarvis

Global MD

EI Advisory

Lananh Nguyen

Satwant Pandher Wishart

Co-Founder and CEO

Casey Wishart & Partners

Roslyn Casey Shaw

Co-Founder and Chief Commercial Officer

Casey Wishart & Partners

Anand Sindgi

Global Head of Brand Partnerships

Dianomi

Jacob Howard

Chair, CIM FS Group, and Founder

Financial Marketing Insights

Agenda

Agenda

8.30: Breakfast and registration

 

9.00: Introduction by Jacob Howard, Chair of the CIM FS Group and Founder, Financial Marketing Insights

 

9.10: Welcome by Josh London, CMO, Reuters 

 

9.20: Navigating AI and the next era of FS Marketing – Tech key note, diving into practical uses for AI and how to plan successful digital transformation, with table discussions on what’s working and what’s not.

 

9:50: Changing Perceptions of Marketing – panel of senior marketing experts on communicating ROI to the board in an ever-changing world, the changing role of marketing and the finding the right balance between personal vs Company branding featuring Amanda Werth Stewart, CMO, The Clearing House, moderated by April Rudin, CEO, The Rudin Group

 

10.15: Coffee break

 

10:25: The Editors’ ViewGlobal business. Political volatility. The battle for attention. Join senior financial editors for a sharp look at the key forces shaping 2026 - and how journalism is evolving to keep up. Panel to include financial editors of brands such as The Economist and Reuters, moderated by Jamie Credland, Chief Executive, WMG 

 

11.55: Achieving True Audience Centricity – panel discussion on creating true client-centric programmes, finding the right balance with driving personalization at scale, and redefining customer advocacy, moderated by Tony Jarvis, Principal, EI Advisory

 

12:15: Coffee break

 

12.25: Unexpected Brand Activations and Measuring Impact – panel discussion exploring the role of brand, sponsorships and top-of-funnel activities in driving marketing success and delivering meaningful results, moderated by Anand Sindgi, Global Head of Brand Partnerships, Dianomi

 

12:55: Marketing to the Machines - In this session, Satwant Wishart, Co-Founder and CEO, Casey Wishart & Partners and Roslyn Casey Shaw, Co-Founder and Chief Commercial Officer, Casey Wishart & Partners will share the latest results of their Global Marketing Content Leaders Study into what's working (and what's not) when it comes to content strategy, investment and impact in today’s fast-evolving marketing landscape

 

1.10: Route to Revenue – Closing CMO keynote interview

 

1.40: Session close and start of networking buffet lunch

 

Register your interest

Address

Financial Marketing Insights

InMarketingMedia Ltd

Beaumont House

London

SW20 0LW

Copyright © 2024 Financial Marketing Insights

Address

Financial Marketing Insights

InMarketingMedia Ltd

Beaumont House

London

SW20 0LW

Copyright © 2024 Financial Marketing Insights