In the fifth grade, Robert Rose’s teacher sent him home with a note that said ‘Robert likes to tell stories.’ Well, as it turns out, she was right. Robert is the founder and Chief Strategy Officer of The Content Advisory – the consulting and advisory group of The Content Marketing Institute. Robert has been helping marketers tell their story more effectively through digital media for more than 20 years. Over the last five years, Robert has worked with more than 500 companies of all sizes, including 15 of the Fortune 100. He’s provided strategic marketing advice and counsel for global brands such as Capital One, Dell, Ernst & Young, Hewlett Packard, Microsoft, The Bill & Melinda Gates Foundation and UPS.
Robert is the author of three best selling books. His latest, Killing Marketing, has been said to have “unlocked the puzzle of what marketing should be in the 21st century.” You can hear Robert on his weekly podcast with co-host Joe Pulizzi, “This Old Marketing”. Robert is also an early-stage investor and advisor to a number of technology startups, serving on the advisory boards of a number of companies, such as Akoonu, DivvyHQ and Tint.
Ravi Misquitta, Senior Vice President, leads Franklin Templeton Investment’s Marketing Strategy and Technology team in which he is responsible for Digital Marketing, Marketing & Sales Technology Strategy, and Product Data Services. His focus on driving the firm’s digital marketing efforts and technology innovation initiatives are highly dependent on leveraging data and derived insights.
Prior to joining Franklin Templeton, Ravi served in leadership roles driving client insights, marketing strategy, and technology innovation in firms that include BlackRock, Barclays Global Investors, and Ernst & Young.
Ravi earned his degree in Economics from Hamilton College and the London School of Economics. He currently resides in the San Francisco Bay Area with his wife and three sons.
Christina is senior vice president, head of digital marketing for KeyBank and leads a staff of 25 and multiple agency partners. She joined the bank as senior vice president, social and digital marketing, in 2014 and was promoted to her current role in 2016.
At KeyBank, she oversees Key.com, search marketing, and social media marketing and customer care for the enterprise organization. She holds nearly 20 years of marketing experience, with a specialized expertise in digital marketing, marketing communications and idea generation.
In addition to her role at KeyBank, Christina had agency stints with Rosetta (NYC and Cleveland), Dix & Eaton and Marcus Thomas. Her industry expertise has largely centered on financial services, retail and hospitality organizations.
Christina is the recipient of the 2017 Distinguished Marketing and Sales Award (DMSA) by the Sales and Marketing Executives of Cleveland. In 2015, she co-founded SheInTheCLE.com, a blogger collective for women in Cleveland. She is a founding member of Playhouse Square’s Leading Ladies. Additionally, she is a Bridge Builders Class of 2015 graduate.
Recently, Christina has presented as a speaker for the 2016 CMO Digital Summit, ANA’s 2015 digital and social marketing conference, Word of Mouth Marketing Association’s (WOMMA) 2015 national conference and the 2016 YouToo Social Media Conference.
A seasoned Gen X’er, Jennifer Heyman is in her fourth year as VP of Wells Fargo leading the social media conversation across seven platforms. She leads a global team and marvels constantly at how fans and consumers are changing the landscape of personalized and real –time communication with today’s brands. Prior work experience has included a 20 year stint leading marketing and strategy for brands like Charles Schwab, Oracle, Houghton Mifflin and Organic Online. Jennifer hails from the great city of Chicago and loves sports, live music and knits scarves to keep warm. She’s based in San Francisco and hopes you’ll check her out on Twitter @jheyman and on Instagram @jenniferhey.
For more than decade, Yogesh Mehra has been a critical contributor to financial services ecosystem from credit cards to technology-powered investment in areas of Marketing and Operations. He had worked with organization of all sizes that includes Discover Financial Services, Twitter and Financial Engines.
Yogesh has been a relentless advocate of purpose-driven CRM and Customer Centricity especially when creating GTM strategy for Financial Products. In his former role as Director of Customer Acquisition Strategy at Financial Engines, Yogesh has successfully driven the organization to invest in Customer Analytics with a goal to deliver personalized journeys, which has been a game changer in an otherwise fee-driven industry.
He is an undergrad in Engineering and has an MBA in Marketing and Entrepreneurship from University of Michigan.
Juan Silvera is Rabobank N.A.’s Chief Marketing Officer, responsible for management of all areas of marketing, brand management, advertising and corporate communications.
Juan joined Rabobank on January 2016. Prior to joining the bank he was head of Digital Marketing for the Americas at MUFG Union Bank. Before that he was SVP eMerchandising at Bank of America and previous to that he was SVP Interactive Design at Wachovia / Wells Fargo. In addition he was a partner at three marketing agencies, two in the U.S. and one in Europe. He also worked with Dun & Bradstreet out of their Mexico and Venezuela offices.
Juan has a degree in Business Administration from Cal State Los Angeles and an MBA from Pepperdine University, as well as certificate in Global Enterprise Management from Oxford University.
Kathleen Fetters has been a digital marketer for 20 years working at Fortune 500 companies such as Hewlett-Packard, Sun Microsystems, and ThermoFisher Scientific. From day one, she has been on the ground floor launching new global digital marketing efforts for these brands. Taking her previous experience as the Chief Listening Officer at HP, Kathleen has been charged with developing and managing the first social listening and digital relationship building programs at First Republic Bank. In this role, Kathleen is analyzing and establishing the brand’s social engagement impact with key audiences and developing client and industry insights to influence strategic data driven decisions and identifying digital relationship building opportunities across the business.
Bryeanne Summers is an Art Director at AIG leading multi-billion dollar marketing campaigns. Bryeanne helps drive sales goals by creating multi-channel industry leading product marketing campaigns enabling Business and Consumer customers to make informed financial decisions. She believes that knowing your audience is instrumental to the success of any marketing campaign regardless of the media deliverable. The creation of strong social engagement focused on the target audience will create long-lasting relationships, increase your brand relevance and drive business growth and profits.
Bryeanne is principle designer on marketing campaigns for several AIG high-profile products. For example, she led design for AIG Index Annutities. In 2013, AIG Index Annuity products did not exist in the market. In 2017, only four years later, AIG Index Annuities are exceeding sales goals in the billions and ranked top 5 in the market.
Bryeanne has won multiple awards of excellence including Platinum, Gold and Best in Show from Insurance and Financial Communications Association (IFCA), MarCom, and Hermes. Bryeanne Summers holds a Master of Fine Arts Degree in Graphic Design from Indiana University-Bloomington and a Bachelor of Fine Arts in Graphic Design from the University of Illinois-Chicago.
In his role, he works directly with banks and credit unions to build and improve upon financial education and digital marketing programs that engage consumers and communities.
He has a deep background in digital marketing -- including SEO, paid media, email and web marketing -- and has worked across the educational technology, software and financial services industries for the past ten years. In addition to his work at EVERFI, Mike is a mentor at 1776, a global business incubator based in Washington, DC, where he advises organizations on their marketing, sales and digital strategies.
Ahti has nearly 30 years of experience in technology leadership from large companies to startups. He has successfully delivered products in the fields of medical imaging, printing and publishing, security, self-service, virtual worlds, health & wellness and finance.
Ahti holds a Master of Science degree in Electrical Engineering.
Ahti currently serves as the Chief Architect and Implementation Officer for brightpeak. Ahti is responsible for delivering architectural initiatives and solutions that drive revenue and improve efficiency with overall business strategy, as well as overseeing implementation of end-to-end integrated systems. Leading a team of highly qualified engineering staff, he is also responsible for centralizing all IT functions so departments across the company can work together seamlessly.
brightpeak financial is a fast-growing, mission-driven digital financial services company offering straightforward financial guidance that's paired with solutions like term life insurance, disability income insurance and retirement plans. brightpeak equips and empowers people nationwide to grow financially stronger so they may live confidently and generously throughout their lives.
Guli Zhu has spent the last 4 years of his career at Square and currently leads the Marketing Analytics team. His team is responsible for marketing technology and data infrastructure, measuring the impact of campaigns, and making recommendations to drive revenue growth and optimize spend. Prior to Square, he worked at Google in various strategy & operations roles and started his career in investment banking at Centerview Partners. He holds both B.S. Economics and B.S. Engineering degrees from the Wharton School and School of Engineering & Applied Science at the University of Pennsylvania.
Amy leads the Paid Marketing team at Square. The team runs online and offline customer acquisition for Payments, SaaS, and Caviar. She has profitably scaled various channels including social and direct mail, using machine learning targeting and rigorous creative testing to achieve YoY double-digit growth. She brings creative, data science, and analyst teams together to drive ROI positive marketing initiatives. Prior to joining Square, Amy worked at various digital agencies and consulting in marketing analytics. In her free time, she loves to ski, run, and dive if she can find warm water.
Amy is Hootsuite’s global industry principal and author of the book The Social Advisor: Social Media Secrets of the Financial Industry, which has been featured as a best-seller on Amazon. She has appeared on FOX, CBS, ABC, and NBC as a social media expert, and delivers keynote presentations to financial service organizations around the world.
With over 15 years experience in digital marketing and as founder of Financial Social Media, Amy’s presentations draw on her experience helping Fortune 500 banks, financial and insurance companies, successfully adopt social media to drive revenue, decrease expenses, and manage risk.
She is a regular contributor to InvestmentNews, The Wall Street Journal Online, ThinkAdvisor, and in 2014 she was named by LifeHealthPro as one of the 24 Most Creative People in Insurance.
Prashant Kumar is Vice President Strategic Group at Persado. He is responsible for advancing the adoption and growth of Persado’s cognitive content solution among its largest enterprise customers. He is also responsible for developing the product vision and strategy by alloying the market demand with product innovation in conjunction with the CTO at Persado. Prior to Persado Prashant worked at leading retail and technology firms including eBay, Sears, British Telecom and Apple where he was focused on applied analytics and applied technology.
Mindy is the VP of Strategic Partnerships at Shutterstock and one of the founders of the Shutterstock Custom business unit.
Her career in sales, marketing, and entrepreneurialism spans over 15 years and has been highlighted by the successful acquisition of technology start-up Flashstock in 2017. Mindy’s experience working with some of Shutterstock's largest and most valuable brand and agency customers gives her a unique insight into the challenges of senior marketers.
In her current role she works hand-in-hand with Shutterstock's technology partners to develop programs and solutions to enable our customers to bridge the gap between visual content and performance marketing.
Peter Isaacson is a proven business leader with over 25 years of marketing experience in job responsibilities ranging from branding and advertising to corporate communications and product marketing. This includes deep experience in both B2C and B2B marketing and managing large teams across international markets.
As Chief Marketing Officer for Demandbase, Peter is responsible for overall marketing strategy and execution, including product, corporate and field marketing. Prior to joining Demandbase, Peter was CMO at Castlight Health, helping to scale the company and build the marketing team prior to their successful IPO. Peter has also held leadership positions at Microstrategy and Adobe, where he led various functions, including brand marketing, WW field marketing, and the WW Education vertical business. Peter got his start in advertising, working at agencies in New York on accounts ranging from Procter & Gamble to Compaq computers.
Marc has over thirty years of management and executive experience growing several technology and consulting organizations. As the Co-founder and CEO of Veriday, Marc has led the organization through two product launches and over ten years of progressive growth including several landmark projects for Google. Prior to joining Veriday, Marc was Chief Operating Officer at ThinkWrap, and senior executive at AT&T IT Solutions and Montage-DMC.
Kristin Heaney is the Head of Financial Services and Banking at ContentSquare, a next-gen digital insights platform. She has significant experience in the marketing technology and customer experience space. Before joining ContentSquare, she was a part of IBM's Watson Customer Engagement team working with the financial services industry. Kristin is fascinated by the shift to digital, and by the reinvention of customer service in the age of convenience. When she is not discussing online customer experience, you can find her chasing the sunshine either on the beach on or the golf course. Kristin graduated from Lafayette College and is based in New York City.