NEWS

Women's Institute for a Secure Retirement 20th Anniversary

September 20, 2016

Congratulations to the Women's Institute for a Secure Retirement on celebrating their 20th anniversary!  Donna MacFarland had the opportunity to participate on a panel entitled "Looking Forward:  Improving the Future of Women's Retirement."  Donna was quoted as saying "Based on recent research, women continue to lag men in their confidence around retirement savings and in their financial knowledge.  The industry needs to look deeper to find new insights into the challenges that women face in saving to achieve a secure retirement."

Argyle's CMO Leadership Forum: Spotlight on Financial Services, Boston, MA

September 15, 2016

Serving as host of Argyle's CMO Financial Services Forum held in Boston, Donna MacFarland had the opportunity to share perspectives and insights with over 100 senior-level marketing professionals from the New England area.  Key insights included the value of creating of a marketing technology roadmap for your organization and the need to infuse research into your customer experience persona and journey map creation.

Gramercy Institute Strategic Marketing Retreat

September 14, 2016

Donna MacFarland participated in the Gramercy Institute's two-day strategic marketing retreat at the Bear Creek Resort.  Donna spoke about the need to align inside and outside brand perceptions.  Donna was quoted as saying "it is important for brands think about how their internal cultures can support the marketplace perception of their brand.  Brand image is the culmination of customer experiences delivered by your employees."

Advance Your Marketing Dream Team - panel discussion

June 09, 2016

Donna MacFarland participated in a CMO panel discussion entitled “Advance Your Marketing Dream Team” on June 9, 2016 as part of an ongoing Studio Talk series hosted by Hanson Design and Dave Moser Photography. 

NYC CMO Financial Services Leadership Forum

June 08, 2016

Donna MacFarland was invited by the Argyle Forum to serve as the lead moderator for its NYC CMO Financial Services Leadership Forum on June 8, 2016. Donna summarized the events with the top ten learnings.

Plan Sponsor Council of America 2016 annual conference

May 04, 2016

Donna MacFarland presented at Plan Sponsor Council of America 2016 annual conference on May 4, 2016 on the topic of “The Influence of Gender in Retirement Plan Savings.” 

LIMRA’s 2016 Retirement Conference

May 06, 2016

Donna MacFarland spoke at LIMRA’s 2016 Retirement Conference on the topic of “Financial Literacy” on May 6, 2016.

The session covered the following question areas:

 

The opportunity for DC record-keepers to educate America is profound and many do promote “financial literacy.” What’s at stake and what is the industry doing about it? What are the best practices and tactics that seem to be working? What is the role of the financial services industry and is there a larger, social discussion about the need for financially-literate consumers?

Gramercy Institute Forum: NYC Reality Check

May 19, 2016

Donna MacFarland participated in the Gramercy Institute Forum: NYC Reality Check:  The State of Financial Marketing Today-And Where Its Heading on May 19, 2016.  Donna spoke on the topic of the Power of Partnership: How The Right Partners Make The Difference.
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