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 Elisa Della Rocco, Head of US Sales, Reuters Professional 

9.20: From Product Push to Value Partnership: Rethinking Brand in B2B – Is branded content now just advertising in disguise—or something more? As B2B firms shift from transactional messaging to long-term value creation, brand and product campaigns are being reimagined for a new era of influence. Key note session with Katherine Ferguson, Chief Marketing Officer, Payments, J.P. Morgan exploring how financial brands are evolving their voice and value proposition into 2026.

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, and Patty Jurca, CMO, KeyBank, and Michelle Sprod, Head of Marketing and Communications - Americas, BNP Paribas, moderated by April Rudin, CEO, The Rudin Group

10.15: Coffee break

10:25: The Editors’ View – Global 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 Lananh Nguyen, US Finance Editor, Reuters, moderated by Jamie Credland, Chief Executive, WMG 

10.55: 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 featuring Laura Cleveland, Head of Institutional Client Services Marketing, Wilmington Trust, moderated by Nick Lord, Founding Partner, Resonate Global

11.20: Coffee break

11.35: The New Rules of Content Distribution – discussion exploring how leading financial marketers connect with audiences across paid and organic channels, and how platform performance, compliance, and audience expectations are shifting. Expert panel of marketers, moderated by Ken Johnston, Global Head of Sales, Dianomi

12.05: 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

12.20: Route to Revenue – Closing keynote with Joan Khoury, CMO, Oppenheimer Inc interviewed by Aniko Nakazawa DeLaney, Lecturer of Marketing, Fordham University Gabelli School of Business

12.50: Session close and start of networking buffet lunch