Millennial Financial Services Forum: Marketing and Retention for Today's Youth

Conference Chair
Howard L. Lax, PhD
Howard L. Lax, PhD
Vice President and Senior Consultant
Harris Interactive

Drawing upon a diversified background in market research, marketing, consulting and education, Howard is responsible for the design and delivery of Customer Loyalty engagements for clients, with a particular focus on the financial services sector.

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KEYNOTE SPEAKERS
Jack MacKenzie
Jack MacKenzie
EVP
Frank N. Magid Associates, Inc.

Jack heads the Los Angeles office of Frank N. Magid Associates. In that role, he oversees strategic research and consultation to the entertainment industry including leading broadcast networks, cable channels, gaming companies as well as mobile service and content providers. Jack founded the Millennial Strategy Program in 2004.

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Vanessa Perry, MBA, PhD
Vanessa Perry, MBA, PhD
Assistant Professor of Marketing
George Washington University

Vanessa Gail Perry, MBA, PhD, is an Assistant Professor of Marketing at the George Washington University School of Business, and teaches courses in Consumer Behavior and Marketing Research.

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Kendra Pratt
First Vice President, Senior Research Manager
Washington Mutual

                                                                                                     

 
FEATURED SPEAKERS
Adam Elgar
Adam Elgar
CEO
ServerSide

Adam founded Serverside after misinterpreting an advert for a card solicitation that he thought allowed him to design the appearance of his card but actually only allowed him to choose his financial options.

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Pierre Cardenas
Vice President
Amplify Federal Credit Union

                                                                                                     

 
Mason Carpenter
Director, Identity Risk Solutions
ID Analytics, Inc.

Mason Carpenter has served in several product management and business consulting roles during his four years with ID Analytics. Prior to joining ID Analytics, he worked for nearly 10 years at Capital One. While at Capital One, Carpenter worked in a variety of roles driving both fraud and credit risk management efforts.

 
Barry Ellison
Business Development
Bank of Canada

                                                                                                     

 
Bill Hanifin
Managing Director
Customer Growth llC

With over 20 years experience encompassing the financial services and marketing industries, Bill Hanifin leads Customer Growth LLC as Managing Director. The company specializes in development and implementation of marketing programs that are custom, measurable, and profitable for clients.

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Brian Johnson
Brian Johnson
Senior Vice President, Americas and Asia Pacific
mBlox, Inc.

Mr. Johnson is the SVP for mBlox over seeing the commercial teams in the Americas and the Asia Pacific region. mBlox is the global leader in SMS message delivery and the associated financial transaction processing.

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Tod Klotzbach
Tod Klotzbach
Agency Executive
State Farm

                                                                                                     

 
Rodney Mason
Rodney Mason
Chief Marketing Officer
Hawkeye

Rodney Mason, CMO, managing director of hawkeye, provides thought leadership for retail, financial services, packaged goods, technology and the entertainment industries.

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Tim McAlpine
President & Chief Strategist
Currency Marketing

Tim McAlpine is a passionate credit union movement cheerleader. Tim has extensive experience in the credit union marketing and communications business. As chief strategist, visionary and team leader at Currency Marketing, North America’s leading credit union marketing agency, Tim is a creative thinker with a history of developing marketing concepts that work for credit unions.

 
Craig McLaughlin
Craig McLaughlin
President and CEO
Extractable

Craig McLaughlin is the president and CEO of Calif.-based Extractable, a Web strategy consultancy. In his position, McLaughlin leads the day-to-day activities of a team of expert Web consultants that serve the financial services and high technology industries.

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Dan O'Mally
Dan O'Malley
CEO
PerkStreet Financial

Dan O'Malley is a financial services executive with a background in strategy, new product development, and quantitative marketing. He is CEO of PerkStreet Financial, a start-up bringing innovative rewards to consumer checking accounts.

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Rene Pelegero
Rene Pelegero
Sr. Director, Industry Relations & Strategy
PayPal

Rene Pelegero is senior director of industry relations and strategy for the financial services department at PayPal. In this role, he is responsible for managing PayPal's relations with the financial services industry, and defining the strategies that will maximize the benefits provided by these financial networks.

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Jim Philips
VP Retail Lending
Brotherhood Bank & Trust

Jim has been with Brotherhood Bank for 10 years. Brotherhood Bank has targeted younger customers by introducing new products, by emphasizing online banking capabilities and by developing a culture in the Bank that places an emphasis on providing financial solutions for life.

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Doug Pope
Director of Operations
Hotpads

                                                                                                     

 
Jeremy Rabson
Jeremy Rabson
Founder
InLytics Consulting

Jeremy Rabson is a strategy and market research professional with deep experience in financial services. He is the founder of InLytics Consulting, a firm that specializes in helping financial services companies pursue new markets and improve operational performance.

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Scott Rock
Scott Rock
Information Systems Research &
Development Manager

Central National Bank

Scott has served as the Information Systems Research & Development Manager for Central National Bank since 2005. In this role, he oversees the Bank's technology efforts including locating, evaluating, and developing new products and services.

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Ben Rogers
Ben Rogers
Driver
CU Tomorrow & Filene Institute

Ben Rogers is the driver of the Filene Research Institute’s CU Tomorrow project, which studies ways to attract younger members, employees and volunteers to credit unions. He is also the director of the Institute’s 30 Under 30 leadership group. Ben is chairman of the National Directors Convention, one of the credit union industry's largest trade shows, and a former editor of The CEO Report. Ben holds a Master’s degree in Journalism from Northwestern University and graduated cum laude from Brigham Young University with degrees in English and Philosophy.

 
Tracy Schoenadel
VP, Financial Services Sponsorship
TNS Sport, Events & Sponsorship, TNS-Global

Tracy Schoenadel joined TNS in February, 2000 and was responsible for evaluation of sports, events and sponsorship for TNS until June 2007. She was the Executive Director of the industry-leading ESPN Sports Poll and worked with some of the top companies in sponsorship, along with several major leagues.

 
Amy Stanton
Amy Stanton
Assistant Vice President of Marketing
Connex Credit Union

Amy Stanton has seven years of marketing experience, four in the credit union industry. She is currently the Assistant Vice President of Marketing at Connex Credit Union in New Haven, Connecticut overseeing the organization’s marketing, advertising, public relations and business development initiatives.

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Chris Winfield
President
10e20, LLC

Chris Winfield is President and Co-Founder of 10e20, an Internet marketing company that specializes in social media and search marketing services and is based in New York & Florida. He is considered to be one of the leading authorities on social media marketing in the world today. Chris has been featured in multiple articles by The Wall Street Journal, The New York Times, USA Today, Investor’s Business Daily, The Boston Globe and over 100 other media outlets. Chris runs a popular blog (10e20.com/blog) that covers SEO & social media marketing and is a columnist for Search Engine Land.

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