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Take part in North America’s largest digital marketing forum for financial services. This one-stop event is designed for CMOs and FINANCIAL MARKETING EXECUTIVES looking to convert digital channels into profit.
First time in San Francisco 2016 – benefit from the collective wisdom of the best of the West FS innovators!
Fast-track your success with practical strategies to:
Why go to a generic digital marketing summit? Attend a dedicated conference designed just for financial services and receive exclusive information unavailable elsewhere.
Chris Curtin is the Chief Brand and Innovation Marketing Officer at Visa Inc., where he is responsible for shaping Visa’s marketing strategy to drive adoption of digital-payment products and platforms in new channels and with financial institutions, merchants, developers and technology partners. Additionally, he is responsible for the stewardship of the Visa Brand, Product and Sponsorship marketing efforts.
Before joining Visa in 2013, Curtin was Senior Vice President of Marketing Strategy, Innovation and Operations at HP, where he developed and executed HP marketing strategy, customer engagement, multi-purpose innovation and helped drive the HP brand in existing and emerging channels. His oversight included marketing operations, digital and social media, mobile marketing and HP.com, the company’s global web flagship.
Prior to HP, Curtin was Vice President of Global Media & Technology at The Walt Disney Company, directing the company’s new media marketing and technology initiatives. In his 13 years at Disney, he also managed global media buying, planning and digital-channel initiatives. He served as the principal architect behind a plan to move Disney Destinations into the digital space; structured and implemented Disney Travel on Demand, the first interactive travel cable channel; and launched Disney’s first external commitment to user-generated brand marketing via a Disney Parks channel on YouTube. He served as a special adviser to Michael Eisner as Vice President of Corporate Synergy and Special Projects.
Chris earned a B.A. in political science from Denison University and a juris doctor degree from Georgetown University.
Tricia S. Blair is Senior Vice President, Chief Digital Officer and Head of Enterprise IT Services for Lincoln Financial Group. She is responsible for the digital strategy and technology implementation for the corporation, its core life insurance, annuities, retirement plans and group benefits businesses, and both the wholesale and retail distribution organizations. In addition to leading Lincoln Financial’s web, mobile and social media strategies, Blair is also responsible for enterprise architecture, business architecture, corporate enterprise systems and portal management, as well as the IT project management office and quality assurance center initiatives.
Blair has more than 25 years of marketing, technology, and digital experience, with a focus on strategic business growth, multi-channel marketing, integration of large-scale business and technology platforms, and high-value business transformations. Prior to joining Lincoln Financial, Blair was senior vice president for the Retail Portfolio Marketing group of JPMorgan Chase & Co. Her previous experience includes leadership roles with MasterCard International and Mondial Assistance, an Allianz Group company. A veteran of the dot-com space, Blair has provided consulting services to companies including Priceline, TJX Companies, Sears Canada, Motorola, Gillette, and Starbucks.
Blair is a graduate of San Francisco State University and has a degree in design from the Art Institute of Philadelphia. She is a member of the Insurance Technology Association Advisory Board, a board member for the Fleisher Art Memorial, and an active volunteer with the New Jersey Adult Literacy Program. She also teaches website development at various local community colleges.
Alan Gellman is Chief Marketing Officer at Esurance, where he leads integrated marketing, advertising, strategy, ecommerce, mobile, direct marketing and product innovation.
Previously, Alan was Senior Vice President of Digital Marketing at Wells Fargo where he led third-party advertising, including display, search engine marketing, mobile and social. Before that he led strategy, research and analytics for Wells Fargo’s Consumer Credit Group. During his ten-year career at Wells Fargo, Alan established a strong record of cross-functional leadership delivering consistent success in key business metrics.
Before joining Wells Fargo Alan built and led the E-Business division at Blue Shield of California, launching portals for consumers, providers, employers and brokers, and winning both customers and awards in the process.
He began his career in consumer packaged goods for such companies as Kraft, General Foods and ConAgra, where he drove volume and profit growth in businesses like Hunt’s Snack Pack and Breyers Ice Cream.
He has a B.A. in International Relations from University of Pennsylvania and an MBA from the University of Rochester’s Simon School. He lives in Oakland, California with his wife and two children and loves cycling in the Bay Area hills.
Charles "Chuck" Moore currently leads Digital Marketing for US Bank, where he has been an executive in the Online and Mobile space for the past five years. Prior to US Bank, Chuck held senior level/executive roles in Business Management, Product Development, Marketing and Analytics at Experian, Barclays Bank, Washington Mutual, and Citigroup in Latin America, the UK and United States.
Chuck enjoys living with his wife Noemi, 2-year-old son James, and 15-year-old daughter Emma in the San Francisco Bay Area. He enjoys mountain biking, writing novels with his daughter, taking his son to the park (or anywhere outdoors) and hiking in Yosemite in his spare time.
Ed Terpening leads a dual life, as Industry Analyst at Altimeter Group, and as an accomplished artist. He has been quoted in media ranging from USA Today and American Banker to American Artist magazine.
As in Industry Analyst at Altimeter Group, he has lead social business engagements with leading brands in health care, retail, financial services and professional services. His published research on social media has been shared and referenced widely, and he speaks frequently on the topic, including at the National Academy of Sciences.
As VP of Social Media at Wells Fargo, Ed led the first social media team of any US national bank. He led social media strategy at Wells Fargo for 7 years, and during that time, helped found SocialMedia.org, the leading social media association for brands in the US. Before that, Ed held management positions in technology at Apple, Cisco and CNET.
After ending a promising career in interpretive dance, Ed joined the Wells Fargo Social Media team in 2012. In his lead strategist role, Ed keeps abreast of new capabilities, best practices, and platform performance, and synthesizes that information to share with 80+ business lines across the enterprise to help elevate their social media efforts. Ed continues to introduce new concepts and technologies to better serve the Wells Fargo customer base - he is yet to be invited to a legal and compliance pot-luck. Ed is fresh out of New Zealand (not Australia) and now resides in San Francisco. In his spare time he’s trying to understand baseball.
With over 20 years of business and finance experience and a family lineage of entrepreneurs, Joel has developed a passion for common sense management and things that work.
As a seasoned leader of social media strategy and the customer experience, Joel has spent the last 10 years focused primarily on social media and financial services. He has developed and executed successful social media programs for Wells Fargo, Charles Schwab, and now Bank of the West.
Since joining Bank of the West in 2010, Joel has developed the company’s comprehensive social media strategy and has worked on many digital marketing, corporate communications, and enterprise infrastructure programs.
He holds a BA from Western State Colorado University. He’s a former EMT and Search & Rescue Crisis Manager, an active rock climber and mountain biker, proud father, and California native currently living in the San Francisco Bay Area.
A sixteen year veteran of Harte Hanks, Jeannette has held a variety of lead roles including digital media, digital strategy, and overall campaign execution. She is leads our Strategy Center of Excellence, managing a 15-person team, including strategists, user experience designers and solution architects. This team is responsible for setting the strategy for our clients across multiple verticals, including Financial Services, Retail, Consumer Product Goods and B2B Technology.
Jeannette has played integral roles on clients such as Mercedes Benz, Hyundai Motor America, Silversea Cruises, Merck and many others. She is an established author and thought leader, with numerous articles, whitepapers and methodologies on digital topics and customer engagement principles. She co-wrote Social Media Marketing for Dummies and Mobile Marketing for Dummies, and was previously named to the Mobile Women to Watch List.