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ABA Marketing Conference

September 13-15, 2009 • Grand Hyatt • San Antonio, TX 

Este intalnirea profesionistilor in marketing financiar. Aduna pe langa specialistii in

marketing din mediul academic, peste 450 de profesionisti in marketing, de la sefi de
department, pana la directori, din firme de orice dimensiuni atat nationale cat si internationale.

This is the flagship conference for marketing professionals in the financial services industry. The
conference attracts over 450 chief marketing officers, marketing directors and professionals, sales
managers, retail banking and personal financial services executives, as well as CEOs from institutions of
all sizes, both nationally and internationally. A comprehensive exhibit hall is an important part of the

Topics which may be discussed at the conference include:

 Acquiring/Retaining profitable small  Customer Profitablility

business customers
 Branding
 Marketing metrics: Profitability &
 Relationship Management/Trusted
 Branch development
 Online Marketing 
 Compliance
 Employee Retention 
 Generational Marketing Trends
 Marketing Research

Online Financial Marketing Conference 2008

This year’s Online Financial Marketing Conference was designed to aid the financial sector in effectively
utilising all that online marketing has to offer the industry. Speakers from the leading companies in the online
arena gathered to discuss with you the current online opportunities that exist in the market.

This half day event covered everything delegates needed to know to ensure their business is flexible enough to
cope with the ever-changing online environment and gave them the opportunity to:

 Explore the financial industry within the overall online marketing spectrum.

 Uncover the online marketing process from A-Z.

 Analyse technology changes that impact increasingly on marketing.

 Examine specific intermediation and regulatory challenges and opportunities executing brand building
and financial campaigns.

 Question the leading minds in the industry.

 Build valuable relationships with peers and experts alike.

We hold three conferences each year for our members. Each conference provides a forum
for information our members can use everyday!

 Upcoming Events

 Past Conferences

Upcoming Events

 Winter 2009 Conference

Boston Park Plaza & Towers • Boston, MA
January 23, 2009

 Spring 2009 Conference

Radisson Hotel • Plymouth, MA
May 15, 2009

JFAM: Live! Financial Marketing

Conference @ TIAA-CREF's Corporate
Auditorium03/12/2008 - 03/12/2008
New York, NY. The Journal of Financial Advertising & Marketing will host The 4th Annual JFAM:Live! at the corporate
headquarters of TIAA-CREF. 
The objective of this major industry conference to bring together the most important and influential leaders in financial
services marketing to share ideas, thinking and best practices for the betterment of the financial marketing industry at large.

JFAM:Live! is an all day industry conference. It opens with a reception on the evening
before the conference. 

For the fourth year in a row, it will take place in New York City.  Yet, for the first time
ever, it will be hosted at TIAA-CREF's world headquarters in Manhattan. TIAA-CREF is
a Fortune 100 financial marketer.  In addition, TIAA-CREF, along with other
financial marketing leaders have stepped forward to sponsor this important event.

This year's speakers list already reads like a "who's who in finanical marketing." Here's
sampling of who is planned to speak at JFAM:Live 2008!

 Vinoo Vijayaraghaven, CME, Digital Marketing, Bank of America (Keynote)

• Rich Aneser, Managing Director, Marketing, Merrill Lynch

• Michael Boush, VP, Advertising, Discover Financial

• Jamie DePeau, SVP, Marketing, TIAA-CREF

• Jennifer Grazel, Interactive Marketing Director, GE Money

• Matthew Hickerson, Director, Global Branding, UBS

• Mercedes Lopez, VP Interactive, American Express

• Michaela Luhmann, EVP, Global Branding DWS/Scudder

• Ralph Piscitelli, Director of Communications, Nomura Securities

• Marc Prosser, CMO, FXCM

• Carrie Sackett, Director Corporate Communications, Deloitte, LLP

 In addition, many marketers will be joined by their marketing teams.

This event is unique in that marketers (together with media properties) will be the
event's sponsors.

Please contact: events@financialadvertising.com or call 212-752-0151 for more

information on this essential and exclusive financial services marketing conference or to
request tickets.
About The Journal of Financial Advertising

The Journal of Financial Advertising & Marketing is a printed professional quarterly

devoted to sharing expert opinions in and about the financial marketing industry. JFAM
is published by Wreaks Media Group (www.financialadvertising.com), which provides
content and consulting services to the financial services industry. Clients include
Bloomberg Media, Conde Nast, The Deal, Financial Times, Investor’s Business Daily,
Microsoft Digital Advertising Solutions, The New York Times, Wall Street Journal
Interactive, Yahoo! Yellow Pages Association and others.

Wreaks Media Group is led by Bill Wreaks, former managing director for media at the
Doremus Advertising unit of Omnicom Worldwide.

Contact: 212-752-0151 swreaks@financialadvertising.com

Please note that there is a charge to attend and RSVP is required.  Please contact
JFAM at the number above for details on attending.




Association of Investment Management Sales

Suite 537
37 Store Street
Country United Kingdom
Contact Joanne Guthrie

Event types
Marketing, Sales, Financial Services,
Subject specialisms Funds,