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February 18–19 2016 // Park Central Hotel San Francisco
Harness Innovative Strategies to Maximize Conversion
Featured speakers
Fast track your
success to
Chris Curtin,
Chief Brand
& Innovation
Marketing Officer,
Visa
Tricia Blair,
Chief Digital Officer,
Lincoln Financial
Group
Alan Gellman,
Chief Marketing
Officer,
Esurance
Ed Terpening,
Industry Analyst,
Altimeter Group
Charles Moore,
SVP, Head of Digital
Marketing,
U.S. Bank
Edward Scholtens,
VP, Enterprise Social
Media,
Wells Fargo
www.financialdigitalmarketingwest.us
Gold Sponsors:
Leverage Mobile
Increase Market Share
Satisfy Compliance
Overcome Disruption
Integrate Touch Points
Foster Brand Loyalty
Grow Wallet Share
PMS 186 Red white outline
Strategy Institute presents

2. Register Today by Calling 1 866 298 9343 x 200
Welcome to the largest financial digital marketing
forum in North America. Based on popular demand,
DMFS has launched a West edition to bring you new
groundbreaking content from across the U.S.
Evangelize your brand! Join digital futurists in the lively innovation hub –
San Francisco. Capitalize on disruptors at this one-stop event featuring 40+
elite marketers amongst America’s most progressive financial institutions.
Accelerate your digital transformation with inspiration from award-winning
campaigns. Optimize integration, personalization, analytics, mobile, social,
content, search, display, and user experience.
Deepen your B2C/B2B relationships. Convert digital into a robust customer
acquisition engine. Grow revenue and brand loyalty with concrete
strategies and tactical execution.
Break free of your competition. Register Today!
Your Digital Marketing for Financial Services Summit Team
@Strategy Institute
Acquire critical insights from
financial brand innovators:
Event in numbers
3 Tips from 18 award-winning financial brands
3 Interact with 150+ marketing innovators
3 25 dynamic sessions in 6 tracks
3 13 exclusive FS case studies
3 Enable 360° digital transformation
3 Increase ROI with analytics and optimization
3 Target compliance and governance barriers
3 Monetize wearables, programmatic and automation
What’s New This Year
25interactive
sessions 13exclusive
case studies
40+elite speakers5power
panels
wealth
managers4
insurance
3
major banks/
credit unions8
credit card/
payment3

3. Who You will Meet at This Event
Omni-channel: Maximize impact at
every customer touch point
Profitability: Improve sales, unlock
revenue and raise retention
Big Data: Drive performance through
measurement and analytics
Disruptive Innovation: Monetize
wearables and emergent trends
Legal Compliance: Increase reach
under regulatory constraints
Global Content Distribution: Streamline
production and editorial processes
Mobile Social: Capture key moments
of truth with contextualization
SEO Display: Deploy automation
and analytics to optimize ad spend
Real-time Activation: Intensify
engagement and deliver relevance
B2B Success: Deepen relationships
and enable sales via advisor networks
Banking // Credit Union //
Investment Wealth Management
// Insurance // Credit Card //
Mutual Fund // Brokerage // Loan
// Mortgage
CMO | Marketing | Advertising | Digital |
Interactive | Emerging Channels | Mobile |
Social | Search | Branding | Analytics |
Optimization | Communications | Online |
Payment Innovation
• Engage target audiences and increase
revenue generation
• Save costs and optimize your multi-
channel integration
• Cultivate trust, grow loyalty and
protect market share
Communications // Strategy //
SEO // Automation // Social
Media CRM // Analytics //
Research // Software
President | VP, Business Development |
Marketing | Sales
• Connect with decision-makers and
million-dollar budgets
• Cater to a market in need of tailored
digital marketing solutions
• Generate new contacts and build
crucial business relationships
Digital // Marketing // Media //
Advertising // Communications
// PR
Digital Interactive | Measurement
Analytics | Media Planning | Content
Development | Research | Brand
Communications | Consumer Insights
• Demonstrate your expertise and
acquire valuable clients
• Capitalize on emerging
opportunities and trends
• Interact with experts and top
industry executives
Financial Institutions Agencies Consultants, Vendors and
Solution Providers
Past attendees include:
Join the debate with innovators and peer
executives in Financial Services marketing.
Become part of our growing Digital Marketing
Forum for Financial Services Private Group.
flickr
Get your opinions heard.
Follow us on Twitter
@DMFinancialTO, #DMFSWEST
flickr
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Source 10 solutions to
enhance your digital ROI:
The wealth of experience at the conference is
amazing. If you are in the Digital Marketing
field for Financial services, this is one of
the must-see, must-attend conferences
Silu Modi, VP, Digital, Macquarie Banking and Financial Services
Allstate Insurance // Bank of America // Barclaycard //
BBVA Compass // Brown Brothers Harriman // Wells
Fargo // Cambridge Trust // Citi // Capital One //
Farmers Insurance // Franklin Templeton Investments
// FTSE // Goldman Sachs // Guardian Life Insurance //
Investors Bank // JPMorgan Chase // Lincoln Financial
Group // MasterCard // Morgan Stanley // Pacific Life
// Prudential Financial // Regions Financial Corporation
// Standard Life // State Street Global Advisors //
Transamerica // TD Bank // U.S. Bank // Visa
Register Online at www.financialdigitalmarketingwest.us

4. Register Today by Calling 1 866 298 9343 x 200
8:00 AM
RegistratioN
8:30 AM
Opening Comments from Chair
8:45 AM
Opening Address
Mobile, Mobile, Mobile – Harness Growth
Opportunities Everywhere Customers Want to Be
With the launch of new pay services and a marked shift in consumer
shopping behaviors, mobile is the most dynamic and elusive channel
for marketers. By harnessing unique qualities of mobile, there is
an unprecedented opportunity to inspire, serve, and captivate
consumers and drive your profitability. Develop capacity to:
• Satisfy customer expectations on demand
• Inject innovation into digital marketing
• Integrate traditional, digital, and point-of-purchase
• Build a digital center of excellence
Challenge conventional marketing approaches and position your
business for digital success.
Chris Curtin, Chief Brand Innovation Marketing
Officer, Visa
9:30 AM
Keynote Address
Digital Multiverse – Catalyze Large
Scale Digital Transformation to Drive
Organizational Success
Clear vision, strong execution, and resourceful teams are key
success factors to tame the many facets of digital. Venture into the
cutting edge of technology, multi-channel marketing, and mobile
innovation. Create a digital framework to deliver year-over-year
gains and fulfill your business objectives.
Fortify your foundation to bank on the intersection between
technology and interactive marketing.
Tricia Blair, SVP, Chief Digital Officer,
Lincoln Financial Group
10:00 AM
Speed Networking
Ideas Factory – Develop Fresh Perspectives
and Relationships with Senior Level Peers
Meet thinkers, doers, and trailblazers in digital marketing. Break
the ice and get to know fellow financial marketing executives
during quick 3-minute rotations. Start your day off by making the
right connections and gain exclusive knowledge!
Day 1: Thursday, February 18th, 2016
10:30 PM Mid-morning networking break
Reinvent your brand to
thrive in the digital age
Good networking opportunities.
Better quality content than other
conferences I’ve been to
Judy Morfitt, Director, Marketing, Investors Group
The Financial Brand | Marketingland | Cisco VNI | Forrester | Accenture | *DMFS Toronto 2015
58%of consumers have tried a
new brand in the last three months
that they didn’t even know about
one year ago
Global Users 24%
Young Professionals 35%
Millennials 23%
Mobile Mothers 21%
have purchased financial products/services via mobile
By 2016, the sum of all video
forms will be approximately 86%
of worldwide consumer traffic.
Conversion rates on many banks’ website
remain low — in some areas, well below 10%
Millennials switch banks
twice as often as other
consumer groups.x2
2015 - 2016 priorities*

5. Register Online at www.financialdigitalmarketingwest.us
CHOOSE YOUR TRACK
10:30 AM
Case Study: BNY Mellon
SOCIAL MEDIA
11:00 AM
Case Study: MUFG Union Bank
Maximum Performance – A Practical Guide
on Measurement in a Data-Imperfect World
Financial firms often look to digital marketing teams for real-
time, 100% accurate channel and campaign performance data.
Follow MUFG’s journey to hone digital marketing metrics, from
“gut-feelings” to empirical analysis. Capture and interpret digital
performance data to manage your business better. Develop tools to:
• Improve data accessibility, aggregation and analysis
• Design marketing dashboards for real-time reports
• Layer campaign and channel performance against varied KPIs
Protect market share and expand mobile footprint cost-efficiently.
Juan Silvera, Managing Director Digital Marketing,
MUFG Union Bank N.A.
11:30 AM
Best Practices
Achieve Social Media Compliance in a
Regulated Environment
It’s not always smooth sailing to get social buy-in, especially for
regulated markets. Recognize how you can build adoption of social
through education. Implement an innovative social strategy while
maintaining vigilant risk practices. Ensure strategic alignment to:
• Enable social media through education
• Build governance into your processes
• Develop communication policy for advisors and staff
Strengthen your compliance with first-hand advice from a veteran.
1:15 PM
Power Panel: Social Media
Balancing Act – How to Maximize Social
Channels and Meet Compliance
Social media have the power to reach and influence mass audiences.
Most financial marketers struggle with regulatory constraints. From
governance to distribution, learn how you can build trust and grow
loyalty with social. Implement strategies to:
• Nurture organic conversations and expand reach
• Partner with legal to meet new FFIEC guidelines
• Strike the right balance between engagement and sales
Optimize your social media within the regulatory framework.
Lucas Mast,
VP, Corporate Social Media, Visa
Joel Nathanson, SVP, Head of Social Media, Bank
of the West
+ More to come
11:00 AM
Case Study: Wells Fargo
Instant Connection – Build Engagement and
Loyalty through Real Time Activation
Peer into the inner workings of Wells Fargo’s most successful real-
time campaigns powered by its social command centre. Transform
emotions and excitement behind live events into results-driven social
marketing. Propel engagement and foster positive sentiments for
your brand. Gather insights to:
• Enable real-time response with pre-approved templates
• Elicit large scale participation and drive trending
• Enrich fan experience and increase brand following
Activate your brand to achieve genuine engagement.
Edward Scholtens, VP, Enterprise Social Media,
Wells Fargo
11:30 AM
Automation
Enhance Sales by Integrating CRM with
Marketing Data
Organizations must qualify leads and respond to customer needs
in order to drive prospects into business deals. Harness your
CRM system and automation to create synergies within sales and
marketing. Get useful tips to:
• Enhance sales alignment and integration
• Automate actions according to user intent
• Generate, score, and nurture leads
• Improve campaigns and overall sales
Use automation to focus your marketing and increase revenue.
1:15 PM
Case Study: U.S. Bank
Big Data in Action – Monetize Analytics to
Improve Profitability and Customer Retention
At the core of U.S. Bank’s complex data network lays valuable
business intelligence. Understand how technology can empower
marketers and boost acquisition. Leverage predictive analytics to
improve optimization, targeting, and your customer experience.
Integrate solutions to:
• Build a centralized data environment for all touch points
• Construct a next best-action engine
• Formulate a holistic view of customers
• Deliver polished, personalized experiences
Deploy analytics to deliver profits and client value.
Deepak Nair, VP, Head of Digital Intelligence,
Targeting Optimization, U.S. Bank
BIG DATA
Join speakers and your peers for a relaxing luncheon.12:00 PM Networking Luncheon

6. Join the LinkedIn community Digital Marketing for Financial Services Community
1:15 PM
Case Study: Citi
1:15 PM
Automation Panel
CHOOSE YOUR TRACK
plenary sessions continue
social media
2:00 PM
Programmatic Panel
Solutions to Improve Targeting and
Customer Relevance
Demand side platforms (DSP) allow marketers unprecedented ability
to optimize display performance with real-time bidding. Stretch your
advertising budget and enable precision inventory buys. Examine:
• Key players and market development
• Implication on viewability and fraud
• Application in mobile and video
Increase your advertising effectiveness and save costs.
Alison Gensheimer, VP, Digital Marketing,
Wells Fargo
+ More to come
2:00 PM
Industry Expert
Social Selling – Convert Social into a Robust
Acquisition Engine
Hear how pioneering FIs are using social to accomplish business
objectives while adhering to compliance requirements. Lower
customer acquisition costs and grow your client assets via social.
Devise new ways to:
• Establish personal connections to facilitate sales
• Improve interaction with potential buyers and customers
• Change employees into brand ambassadors
Implement social sales strategies to augment your ROI.
big data
2:30 PM
Case Study: BECU
More than Just Money – How Underdogs Can
Win Consumers in Financial Services
Founded 80 years ago, BECU is America’s fourth largest credit union
with 13.6 billion in assets. Hear about the long-standing campaign
that helped grow BECU to 950,000 members. Forge relationships and
stand up to your competition with significantly larger budgets and
retail footprints. Appeal to consumers by:
• Debunking common misconceptions
• Tapping into communities and shared values
• Fostering positive word of mouth
• Making the banking experience easier
Leverage ingenuity and community roots to expand your business.
Stephen Black, VP, Marketing, BECU/Boeing
Employees Credit Union
Alan Brown, Co-Founder and CEO,
DNA
3:00 PM
Mid-Afternoon Networking Break
Interact with conference speakers and fellow attendees.
3:30 PM
Spotlight: Video
Video Explosion – Identify Video Imperatives
to Deliver Brand Impact and ROI
By 2016, 86% of worldwide consumer traffic will consist of videos,
making it the fastest growing digital platform. Overcome challenges
as content becomes increasingly democratized, as it migrates to
tablets and mobile devices. Compel audiences with rich, imaginative
video content and advertising to increase your ROI.
3:45 PM
Disruptive Technology Showcase
Future Think Tank – Placing Your Bets to
Capitalize on the Next Wave of Disruption
Dive into the Silicon Valley innovation culture. Gather intelligence on
latest technologies and discover hidden opportunities for financial
marketers. Get the insiders’ perspective on emergent trends, including:
• Automation and Internet of Things
• Wearables and augment reality
• Crypto-currency and payment
• Millennials – gamification to crowd economy
Prepare your organization and maximize digital marketing success.
4:15 PM
Power Panel: Omni-Channel
Surmount Barriers to Build a Customer Centric,
High Performance Digital Ecosystem
See how finance trendsetters achieve business priorities with digital
marketing and communications. Go beyond pockets of innovation to
improve client acquisition and loyalty. Scale your efforts and integrate
digital assets across different channels. Develop expertise to:
• Optimize global marketing programs vs. individual campaigns
• Leverage voice of customer to create advocates
• Use analytics to strengthen attribution and ROI
Develop a cohesive omni-channel marketing ecosystem.
Charles Moore, SVP, Head of Digital Marketing,
U.S. Bank
Robin Nakamura, VP, Global Web Digital Marketing,
Franklin Templeton Investments
Szabolcs Paldy, VP, Digital Marketing, Discover
Financial Services
5:00 PM Conference Adjourns to day two
5:15 PM Evening Cocktail Reception

7. Register Online at www.financialdigitalmarketingwest.us
1:15 PM
Case Study: Citi
1:15 PM
Automation Panel
CHOOSE YOUR TRACK
Content Marketing
11:00 AM
Case Study: Banco Popular
The Wearable Reality – Adopt Wearables to
Reinforce Your Strategic Advantage
Mobile is responsible for 60% of the traffic to Banco Popular’s online
platform, representing 7.2 million monthly visits from 525,000+
customers. Hear how Puerto Rico’s largest bank launched its Apple
Watch app. Exploit wearables to enhance trust, accessibility, and
convenience for your customers. Adapt strategies to:
• Combine responsive user experience with native features
• Focus product offerings for wearables
• Unlock new avenues for marketing and revenue generation
• Build internal infrastructure and expertise
Optimize wearables to cater to your customers’ needs and
maximize ROI.
Rachid Molinary, SVP, Digital Strategy, Banco
Popular
11:00 AM
Case Study: J.P. Morgan
Global Publisher – Increase ROI with Best
Practices in Global Content Strategy Operations
In order to create engaging content for prospects, B2B/B2C/B2BC
clients, employees, investors, and the media, financial marketers
must also assume the publisher role. Tailor your content strategy for
multiple distribution channels and screens. Establish a model to:
• Streamline creation and digital adaptation
• Refine roles and processes for consistency
• Leverage content management systems and metrics
• Raise content quality across the enterprise
Improve your content strategy and processes to reach the right
audiences globally.
Mitch Rose, VP, Global Content Strategy, Planning,
and Operations, J.P. Morgan Asset Management
Mobile search
“I felt that the speakers were all
great. The case studies where either a
vendor or a marketer presented were
the strongest examples
Hunter Ricks, Digital Marketing Strategist, Lincoln Financial Group
8:15 AM
Registration
8:45 AM
Opening Comments from Chair
9:00 AM
Opening Address
Marketing for the Modern World – Standing
Out to Consumers with Digital First Thinking
We live in an always-on world, being bombarded with 1,500+
messages each day. While marketers have built up sophisticated
disciplines, they rarely integrate well. Break through to your
customers by forgoing traditional biases and take the lead with
digital. Connect the dots to:
• Initiate with big ideas
• Create a 360° immersive experience
• Achieve real scale
• Measure what matters
Evangelize your brand to prosper in the digital economy with
thoughtful integration.
Alan Gellman, Chief Marketing Officer,
Esurance
10:15 AM
Spotlight
Outperform Your Competition with People
Based Marketing
Regardless of platform, financial institutions are expected to use
digital media to deliver tangible business benefits. Recognize how you
can move away from outdated “soft” metrics. Deploy performance
marketing to enhance direct response and elevate your brand.
Day 2: FRIday, February 19th, 2016
Thought provoking. Great wealth of
examples and statistics
Anita Saar, President and CEO, Estonian Credit Union
9:45 AM
Analyst Briefing
Social Evolution – Coping Strategies to
Address Social Media Trends and Disruptions
Altimeter has measured significant shifts in the priorities of social
strategists. For the first time, there is a 30% drop in “scaling social
programs,” replaced by priorities in digital integration, content
marketing, and measuring social value. Sharpen your competitive edge
by becoming a new breed of social business. Acquire crucial research to:
• Prepare for the next wave of disruptors
• Engage leaders to proliferate social across silos
• Establish good governance
• Create an adaptive digital marketing team
Understand how you can stay ahead of the social revolution.
Ed Terpening, Industry Analyst, Altimeter Group
@ Prophet
10:30 PM Mid-morning networking break

8. Register Today by Calling 1 866 298 9343 x 200
10:45 AM
10:45 AM
Case Study: J.P. Morgan
Asset Management
Case Study: J.P. Morgan
Asset Management
Case Study: J.P. Morgan
Asset Management
11:30 AM
Search 3.0
Relevancy, Content UX – Bolster Revenue
with the Holy Trinity for Search Success
Search engines can become significant income streams for
organizations that fully understand the consumer mindset.
Expedite results with performance focused SEM and SEO
techniques. Satisfy your customers on when and how they want
to be reached.
• Implement tactics to grow an audience
• Build analytics to better campaigns
• Bank on locality and geo-fencing
• Get visitors to share and distribute your work
Capitalize on innovative search techniques and unlock new
revenues for your firm.
1:15 PM
Case Study: AIG
Mobile and Marketing Tools to Sustain
Consumer Engagement and Increase Efficiency
For low transaction companies like insurance, customer
engagement is an added challenge. Enable marketing
enhancement using best practices in mobile marketing and UX
design. Drive results for your brand with apps and a differentiated
mobile engagement model.
Zeba Hyder, Global Head of Digital Marketing,
PC Consumer Lines, AIG
1:45 PM
Case Study: City National Bank
Leverage the Power of Mobile Search
Campaigns to Increase Response
City National Bank’s (CNB) SEM strategy includes paid search,
Re-targeting List Search Ads (RLSA), and mobile-preferred and
mobile call extension campaigns. CNB has achieved a significant
YoY increase in performance metrics in generating new leads and
conversions. Learn about:
• Hyper-targeting a “unique” High Net Worth audience in
specific geos
• Campaign structure and implementation to optimize results
• Expanding Mobile SEM with a cross-device approach
• Tailoring campaigns to “fit” geo differences
Increase your brand awareness and drive increased response by
harnessing the power of mobile SEM.
Mark Johnson, VP, Brand Marketing and
Advertising, City National Bank
Winner of the 2015 Mobile Strategy Award from the Gramercy Institute
Munir Haddad,
Founder CEO, Kiosk
11:30 AM
Industry Expert
Inbound Marketing – Target Audiences using
Personalization and Native Advertising
Native advertising has gained momentum over display ads. In the
US alone, social native ad spend will grow to $4.57 billion by 2017.
Explore branded content, sponsorship, and advertorials to attract
your customers.
• Create content your target market wants to consume
• Earn trust by addressing prospects’ needs and interests
• Leverage life-cycle marketing and personalization
• Embed clear calls to action
Raise your brand awareness organically with native ads.
1:15 PM
Case Study: Charles Schwab
Content Metamorphosis – Implement a Cost
Effective Editorial Process that Embraces Digital
From blogs to rich media, share Charles Schwab’s digital-first
approach to cultivate brand affinity with customers. Improve your
editorial process to deliver impact across paid, owned, and earned
media. Execute strategies to:
• Personify brand values and transparency with storytelling
• Repurpose creative assets without forfeiting customization
• Meet regulatory requirements and eliminate duplication
• Complement traditional advertising and reduce costs
Convey your brand story with the most powerful content at every
touch point.
Olivia Gerhard, Managing Director, Mobile
Content Distribution, Charles Schwab
Tami Dorsey, Editorial Director,
Charles Schwab
1:45 PM
Impactful Storytelling
Foster Engagement, Share of Voice and
Customer Growth with Credible and
Compelling Content
Content is a critical piece to build trust and brand awareness.
Realize how you can craft an authentic brand. Increase social
uptake and search visibility with content that is worth sharing.
Decipher solutions to:
• Raise brand equity and acquisition
• Optimize allocation between paid, earned and owned
• Measure ROI through engagement and loyalty
• Explore trends in content production and distribution
Increase your messaging impact and build high value audiences
through content.
12:00 PM Networking Luncheon Join speakers and your peers for a relaxing luncheon.
CHOOSE YOUR TRACK
Content Marketing Mobile search

9. Follow us on Twitter @DMFinancialTO #DMFSWEST
2:15 PM
Mid-Afternoon Networking Break
Extremely relevant and provided a
good level of detail that will
allow us to take back learning to
our business
Kevin Miller, Business Manager, Capital One
plenary sessions continue
2:45 PM
Power Panel: Optimization
Enhance Digital Acquisition and Attribution
through Testing and Analytics
Testing can generate tremendous insights into customer
wants and needs. Layer social, demographic, and behavioral
data to better allocate marketing spend and perpetuate
sales. Personalize messaging with 1:1 marketing and increase
conversion throughout your customer journey. Source tools and
techniques to:
• Get started on a tracking program
• Implement A/B and complex multi-variant testing
• Improve cross-channel attribution modeling
• Refine segmentation and look-a-like analysis
Apply testing to improve your campaigns and overall marketing efficacy.
Nitin Bhutani, VP, Marketing,
LendingTree
Robb Holmstrom, VP, Online Acquisition Marketing
Manager, Rabobank
Kristina Nielsen, VP, Digital Marketing,
Bank of the West
3:30 PM
Case Study: Pacific Life
B2B Roadmap – Utilize Social Media to
Strengthen Sales and Independent Distribution
Follow Pacific Life’s development and launch of a practical social
media roadmap to activate B2B sales and distribution channels.
Discover how you can use LinkedIn to generate prospects, leads,
and sales in a B2B setting. Get 5 key takeaways on how to:
• Design a strategy and content approach
• Establish relationships and increase sales
• Tackle challenges and measure success
Activate LinkedIn to raise your B2B sales performance.
Robert Knop, AVP, Integrated Marketing, Pacific
Life Insurance Company
4:30 PM Conference Adjourns
Interact with conference speakers and fellow attendees.
YOUR VENUE
Our newly re-imagined hotel elevates the standard of
excellence in luxury hotels in San Francisco, while celebrating
the timeless art of hospitality. Downtown convenience.
Inspired hospitality. Complete comfort. It all comes together
at the Park Central San Francisco Hotel – located amidst the
city’s most popular sights and venues.
Benefits of staying at the hotel include…
Networking: Onsite social activities for conference attendees
and speakers
Modern Services and Amenities: The selection of rooms
and thoughtful amenities make our venue the premier choice
among hotels near Market Street, San Francisco.
Dining Experience: Whether you’re looking for fresh
seafood, traditional American fare, tastes from Asia or creative
combinations that naturally thrive in California, the restaurants
of San Francisco will delight you.
Accommodations: Guests enjoy beautifully-appointed,
smoke-free guest rooms and baths at Park Central, one of the
finest San Francisco luxury hotels.
Convenience: Save travel time and money.
TO MAKE YOUR RESERVATIONS, please contact the Park
Central San Francisco directly:
The Park Central San Francisco,
50 Third Street
San Francisco, CA
USA 94103
Direct: +1 415-974-6400
Toll free: 888-627-8561
Book your accommodations at The Park Central San
Francisco by January 19th for an exclusive rate of
$309/night by mentioning “DMFS US West Summit by
Strategy Institute”, when you call 888.627.8561

10. Register Today by Calling 1 866 298 9343 x 200
Rachid Molinary,
SVP, Digital Strategy,
Banco Popular
Mitch Rose,
VP, Global Content
Strategy, Planning,
Operations, J.P. Morgan
Asset Management
Olivia Gerhard,
Managing Director,
Mobile Content
Distribution, Charles
Schwab
Chris Curtin,
Chief Brand
Innovation Marketing
Officer, Visa
Tricia Blair,
Chief Digital Officer,
Lincoln Financial
Group
Alan Gellman, Chief
Marketing Officer,
Esurance
Ed Terpening,
Industry Analyst,
Altimeter Group
Charles Moore,
SVP, Head of Digital
Marketing,
U.S. Bank
Edward Scholtens,
VP, Enterprise Social
Media,
Wells Fargo
Lucas Mast,
VP, Corporate
Social Media, Visa
Joel Nathanson, SVP,
Head of Social Media,
Bank of the West
Juan Silvera,
Managing Director,
Digital Marketing,
MUFG Union Bank
N.A.
Deepak Nair,
VP, Head of Digital
Intelligence, Targeting
Optimization, U.S.
Bank
Alan Brown,
Co-Founder and CEO,
DNA
Alison
Gensheimer, VP,
Digital Marketing,
Wells Fargo
Stephen Black, VP,
Marketing, BECU/
Boeing Employees
Credit Union
Robin Nakamura,
VP, Global Web
Digital Marketing,
Franklin Templeton
Investments
Szabolcs Paldy, VP,
Digital Marketing,
Discover Financial
Services
Zeba Hyder, Global
Head of Digital
Marketing, PC
Consumer Lines,
AIG
Mark Johnson,
VP, Brand Marketing
Advertising, City
National Bank
Tami Dorsey,
Editorial Director,
Charles Schwab
Nitin Bhutani, VP,
Marketing,
LendingTree
Robb Holmstrom, VP,
Online Acquisition
Marketing Manager,
Rabobank
Munir Haddad,
Founder CEO
Kiosk
Robert Knop,
AVP, Integrated
Marketing, Pacific
Life Insurance
Company
Kristina Nielsen,
VP, Digital
Marketing, Bank of
the West
Your Faculty of Top Class Speakers Include...
DNA

11. Thought Leadership
Opportunity
1
23
4
5
6
7
8
9
10
Conference Room
Exhibitor Room
Networking
Dialogue
Food Beverage
Register Today at www.financialdigitalmarketingwest.us
Connect with world leading digital marketing solution
providers. Find answers to your biggest challenges
Title Breakdown
40% CMO, VP/Director/Manager of
Digital Marketing
25% VP, Director/Manager of Strategy/
Online/ Internet/ Social Marketing
20% Sales, Business Development,
Marketing
10% Industry Stakeholders
5% Consultants
Audience Breakdown
33% Investment / Wealth
Management
27% Banks, Insurance, Credit Unions
Credit Cards
14% Marketing Agencies
24% Technology Vendors
Don’tmissthisopportunitytobeatthecenterofaction!
Tolearnmore,contactDarrenHaughianat1-866298-9343x276
oremaildarren@strategyinstitute.com.
*Limited exhibit space and sponsorship packages are available.
Who will you meet?
Raise your profile
at North America’s largest
financial digital marketing forum
Participate in the prestigious gathering of over
180 top marketing professionals in financial
services across North America. Showcase your
solutions to an executive audience from banking,
insurance, credit card, and wealth management.
WHY EXHIBIT?
• Promote your brand and generate leads by
connecting face-to-face
• Build valuable relationships to become a
provider of choice
• Demonstrate thought leadership and grow sales
*Limited exhibit space and sponsorship packages are available.

12. www.financialdigitalmarketingwest.us
ATTENTION MAILROOM: If undeliverable to addressee, please forward to:
CMO and SVP/VP/Director of Marketing, Digital, Interactive, Brand Communications
February 18 - 19, 2016 // Park Central Hotel San Francisco
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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 November 20th December 23rd, 2015. 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 cost.
Cancellations: Cancellations must be received in writing by February 4th, 2016. 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.
4Easy Ways
To Register
Tel: 1-866-298-9343 ext. 200
Email: registrations@strategyinstitute.com
Web: www.financialdigitalmarketingwest.us
Address: Strategy Institute, 230 Park Avenue, 10th Floor New York City, NY 10169
Conference only $1,895 - SAVE $300 $1,995 - SAVE $200
Register by
Nov 20th 2015
Register by
Dec 23rd2015
Regular
$2,195
Exclusive Insights from:
Group Bookings: Receive 25% Discount. Register FOUR delegates and each person will receive a 25% discount
CONFERENCE CODE: 116035
25 interactive
sessions
13exclusive
case studies
40+elite
speakers
5 power
panels