Network & Learn: New York Live, AI Disruption & 2022 Financial Narrative Award Winners

Published on March 20, 2023

New community-building events and horizons at Financial Narrative are sprouting up with the speed of AI developments across the industry. As our network grows every day, we are kicking off the month of March with 4 opportunities for members to network, learn new tools (here's looking at you ChatGPT), and discuss ESG developments in the industry. 

If you’re looking to leverage sophisticated #AI technology in your marcomms strategy, join us for the AI Disrupt conversation on March 1. Discussing the future of financial marketing & communications featuring experts who are leading the conversation about AI in our industry: 

David Blackburn, Head of Digital Marketing at ProShares

Jason Schechter, CCO at Bloomberg

Katherine Lucas, Head of Marketing & Commercialization at State Street

Kevin Trowbridge, CTO at Qwoted

Lisa Lanspery, VP of Corporate Comms & PR at Synchrony

Professional growth and 2023 goals are the focus of our next Speed Networking event on March 2. This session is set up to skip the small talk and dive right in, using guided prompts and questions to kick off the session and spark deeper conversations with leaders in our network. 

Live from New York City: Financial Narrative Member's Breakfast & Networking on March 7 will focus on ESG communications today with Raoul Bhavnani, CCO of Betterment and Alyssa Gilmore, Global Head of Communications, Financial Products at Bloomberg who will share best practices in crafting ESG messages, providing transparency around ESG metrics for investors, and their experience working with ESG leaders like Engine No. 1.

To keep up with the rapidly-changing developments in AI marcomms technology, David Blackburn, Head of Digital Marketing at ProShares will be hosting a follow-up roundtable discussion about this rapidly-evolving field. Come ready to discuss the risks and benefits of using tools like #ChatGPT in your work and exchange best practices that you are implementing (or hope to implement) within your own team around AI use. Save your spot here

Huge congratulations to the 2022 #FinancialNarrativeAward Winners: 

🏆 US Financial Marketer of the Year: Ann Kidd, Managing Director of Brand and Talent at Mowery & Schoenfeld

🏆 UK Financial Marketer of the Year: James Bridgman, Head of Global Marketing at Pollinate

🏆 APAC Financial Marketer of the Year: Cam K., Head of Communications, Asia Pacific at Barclays

🏆 US Rising Star: Olivia Kohari, Sr. Vice President, Marketing, Treasury and Trade Solutions, Citi

🏆 EU Rising Star: Francesco Piluso, Marketing Manager at Prove

🏆 APAC Rising Star: Jerome Tam, Head of Editorial and Internal Communications, Asia Pacific at Societe Generale

Empowering career advancements in our network, our Career Collection is a curated list of senior marketing and comms roles at JPMorgan Chase & Co.First Southwest BankBloomberg, and many more. If you have a role that interests you or an open position you would like to include in the Career Collection, please send via email

The leaders in our community are always advancing their careers. Congratulations to our members who have recently moved into new roles:

Louise Somers, Director of Investment Communications at BlueBay Asset ManagementLauren Verner, Head of Strategic Media and Partnerships at Standard Chartered BankMarcia Nelson, Managing Director and President of Family Office at Freedom Capital Markets

As always, any time we can help with questions about upcoming events or the community in general feel free to reach out via email - we would love to hear from you. 

Note: This newsletter was originally published on February 23, 2023.