Speakers and Agenda

We're looking forward to the Toronto Financial Marketing Leaders' ThinkTank on 4th March 2026, kindly hosted by IBM in Toronto. Created by and for financial services marketers, this exclusive event is for 40+ senior FS marketing leaders to network, promote excellence and share best practices in financial services marketing.

Speakers and Agenda

We're looking forward to the Toronto Financial Marketing Leaders' ThinkTank on 4th March 2026, kindly hosted by IBM in Toronto. Created by and for financial services marketers, this exclusive event is for 40+ senior FS marketing leaders to network, promote excellence and share best practices in financial services marketing.

Lananh Nguyen
Lananh Nguyen

Alexis Zamkow

Intelligent Marketing Lead

IBM

Brent Merriman

VP, Marketing and Insights

CIBC Mellon

Meaghan Kelly

Chief Marketing and Product Officer

AGF Investments

Lananh Nguyen
Lananh Nguyen

Satwant Pandher WIshart

Co-Founder and CEO

Casey Wishart & Partners

Kate Brown

Chief Marketing Officer

Insurely

Tim Cuffe

Partner

Resonate Global

Jacob Howard

Chair, CIM FS Group and Founder

FMI

Lananh Nguyen

Alexis Zamkow

Intelligent Marketing Lead

IBM

Brent Merriman

VP, Marketing and Insights

CIBC Mellon

Meaghan Kelly

Chief Marketing and Product Officer

AGF Investments

Lananh Nguyen

Satwant Pandher WIshart

Co-Founder and CEO

Casey Wishart & Partners

Kate Brown

Chief Marketing Officer

Insurely

Tim Cuffe

Partner

Resonate Global

Jacob Howard

Chair, CIM FS Group and Founder

FMI

Agenda

Agenda

8.30: Coffee and registration


9.00: Welcome by Jacob Howard, Chair of the CIM FS Group and Founder, FMI


09:15: Introduction by Alexis Zamkow, Intelligent Marketing, IBM - Welcome to IBM Toronto and introduction to the day’s themes: change management, personalization and trust.


09:30: Future of Marketing – Tech key note on generative search, innovation, personalization, and marketing leadership.


10:00: Refocusing your Marketing Strategy - Panel discussion on the need for reviewing and streamlining your marketing strategies to maximise ROI in an ever-changing world. Panel discussion with leading marketers, moderated by Tim Cuffe, Partner, Resonate Global


10:30: Coffee Break


10:40: Building Future-Ready Teams: Talent, Culture, and Inclusion - Panel discussion covering topics from upskilling and cross-functional collaboration to inclusive culture design across depts, with speakers to include Brent Merriman, Head of Marketing, CIBC Mellon, moderated by Jacob Howard, Chair of the CIM FS Group and Founder, FMI


11:10: Brand Building and Trust in a Fragmented World - Session on connecting brand investments to product outcomes, and navigating top-of-funnel strategy in a multi-channel world. Speakers to include experts such as Meaghan Kelly, Chief Marketing and Product Officer, AGF Investments and Kate Brown, CMO, Insurely


11:40: Coffee Break


11:50: Marketing to and with the Machines - Latest findings from the Global Marketing Content Leaders Study, including practical case studies on how AI is transforming campaign strategy with Satwant Wishart, CEO, Casey Wishart & Partners


12:10: Creativity, AI, and the Human Touch - Closing key note


12:35: Session Close and Networking Lunch

 

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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