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December 8, 2021

1 – 4 p.m. ET

Winning hearts and minds is the monumental task set before your marketing team. No other part of the organization wields the same ability to impact consumer thinking. But with great power comes great responsibility.

The Inclusive Marketing Symposium, presented by the Insured Retirement Institute and Money Management Institute, will dive deep into the responsibility marketers have in shaping larger diversity and inclusion conversations as well as the structural changes teams can make to establish inclusivity as a lasting, functional pillar rather than a fad. We will also discuss how inclusive branding that elevates the stories and voices of people who have been typically marginalized or underrepresented is crucial to connecting with diverse audiences, increasing market share, and creating positive social change in the world.


PDF agenda available here.

1 – 1:50 p.m. ET

CEO Welcome and Opening Remarks


Wayne Chopus, President & CEO, Insured Retirement Institute
Craig Pfeiffer, President & CEO, Money Management Institute

Storytelling from Outside of the Industry

Inclusive marketing starts with diversifying the voices that feed into your team’s planning, and we are here to help. Get inspired by learning from the successes (and failures) of these out-of-industry powerhouses who have made demonstrable advancements in the area of inclusive marketing. Learn how they source new ideas, secure executive buy-in, and measure the business outcomes for new innovations. And walk away with different ways of thinking about inclusivity within the marketing space.


Elissa Arkinstall, Partner, PwC Experience Center
Jean Statler, Co-Founder & Managing Partner, Statler Nagle LLC & CEO, Alliance For Lifetime Income (ALI)


Yogini Biswas, Chief Brand Officer, Brighthouse Financial

1:50 – 2 p.m. ET

2 – 2:50 p.m. ET

Inclusive Market Research — An Industry Perspective

Your marketing shop relies on market research day-in and day-out to ensure you are reaching the right audiences with the right messages. Stale market research approaches could result in untapped consumer segments who are hungry for your organization’s products or may miss the mark when it comes to pairing messages to populations, especially for underrepresented communities. Hear how companies are innovating their market research tactics to reach wide audiences and grow market share.


Marcia Dukes, Consulting Director for Diversity and Inclusion, Prudential Financial
Dr. Tiffany Perkins-Munn, Ph.D., Managing Director, BlackRock

2:50 – 3 p.m. ET

3 – 4 p.m. ET

Intersection of Marketing and Social Media

Social media has become one of the loudest megaphones companies can wield to create brand identity and connect with prospects and clients. With the growth and reliance on social media comes the challenge of deciding what campaigns to promote and support. The increased focus on diversity, equity, and inclusion across the industry brings new issues — social, political, and economic — to the forefront of public conversations. And corporate leaders may be expected to speak out by key stakeholders. This expert panel will discuss the decision-making process that goes into deciding what issues to take a position on and when to remain on the sidelines.


Arielle Patrick, Chief Communications Officer, Ariel Investments

Paul Zettl, Senior Vice President, Head of Global Marketing, Chief Marketing Officer, Cohen & Steers