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11:00 AM - 12:00 PM
Women’s Networking Coffee

Grab a coffee, connect, and hear from our host and honored guest on building and developing a strong female executive presence prior to heading into the main Exchange agenda.

Special guest Justine Fedak, Head - Social and Sponsorships Marketing, BMO Financial Group

Presented By

12:00 PM - 1:00 PM
Networking Lunch

1:00 PM - 1:15 PM
Welcome and Opening Remarks
Presented By

1:15 PM - 2:00 PM
Developing and Evolving Your Company and Personal Brand

Presented by: Justine Fedak, Social and Sponsorships Marketing, BMO Financial Group

2:00 PM - 2:15 PM
Networking Break

Networking Break

2:15 PM - 2:45 PM
Marketing Trends & Innovation in Data, AI, Content and Messaging

Presented by: Matt Regan Sr. Dir., Client Strategy, Merkle

See the most innovative trends in marketing strategy and technology, and how companies are using them to win in the marketplace. In this session, we’ll review frameworks for how to think about these trends, and share lots of inspiring examples and best practices.

2:45 PM - 3:15 PM
(M1 + Data) Audience Planning: Who stole our cookies?
Presented By
John Lee

3:15 PM - 3:45 PM
Bringing Together Addressability & Audience Planning to Inform Media Buys


3:45 PM - 4:00 PM
Networking Break

4:00 PM - 4:30 PM
Technology Trends & Innovation

This session will discuss how to unlock your marketing technology stack through the integration of your MarTech stack. Discover how by changing the way you look at data management, IT processes, and the operationalization of data, will enable you to maximize investments and ensure a powerful return.

Presented By

4:30 PM - 5:00 PM
Integrating Data & Technology, a Journey Towards a Data Platform

As one of the largest membership organizations in the country supporting the 50+ population, AARP has long been capturing, managing, and leveraging data by building sophisticated databases focused on members, prospects, donors, advocates, and volunteers. AARP achieves key organizational objectives like member acquisition, engagement, and retention through the integration of its data and technology. Come learn about AARP’s journey and vision, and the great impact its evolution has had on growth.

Presented By

5:00 PM - 5:30 PM
Integrating the Tech Stack

Presented by: Abbas Merchant, Group Vice President, M&T Bank and Matt Bundy, Administrative Vice President, Digital Marketing, M&T Bank

5:30 PM - 5:45 PM
Daily Wrap-up
Presented By

6:15 PM - 9:00 PM
Cocktails and Dinner
7:30 AM - 8:30 AM

8:30 AM - 8:45 AM
Day 1 Review/Day 2 Agenda
Presented By

8:45 AM - 9:15 AM
Transforming to Support Innovation
Presented By

9:15 AM - 9:45 AM
People & Organization

Presented by: Diana Awed, VP, Head of Product and Marketing, Retirement Plan Services, T. Rowe Price

9:45 AM - 10:15 AM
Transformation Journey (Panel)

Moderated by: Margie Chiu, Capability Lead, Customer Strategy Group, Merkle
Panelists Include:

  • Heidi Sirota, VP, Retirement Plans Marketing, Nationwide Financial Services
  • Peter Eliopoulos, Senior Advisor, M&T Bank
  • Michele Elrod, EVP, Head of Marketing, Regions Bank
  • Diana Awed, VP, Head of Product and Marketing, Retirement Plan Services, T. Rowe Price

10:15 AM - 10:30 AM
Networking Break

10:30 AM - 11:15 AM
Digital Acquisition Transformation

Presented by: Matt Clement, Sr. Dir., Business Consulting, Financial Services, Salesforce

11:15 AM - 11:30 AM
Closing Remarks
Presented By

11:30 AM - 12:30 PM
Networking Lunch