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 Branding and Content Distribution – discussion exploring how brand and marketing campaigns connect with audiences across channels, and how platform performance, compliance, and audience expectations are shifting. Featuring Richard George, Global Head, Platforms Marketing, BNY, Daniel Darst, Deputy CMO, Flagstar Bank and Ryan Bolton, Head of Digital Marketing, GMO, moderated by Ken Johnston, Global Head of Sales, Dianomi

12.05: Marketing with the Machines - Drawing on the latest findings from Casey Wishart’s Global Marketing Content Leaders Study, Satwant Wishart, Founder and CEO, Casey Wishart & Partners explores practical use cases for AI including how marketers can now build synthetic audiences - AI-generated personas that simulate real-world reactions - to test messaging, video content, and campaign strategy before launch

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