Overview
Who Attends
Distribution and Marketing professionals involved in channel growth, productivity, and positioning organizations for success. Attendees include heads of distribution, sales, marketing, recruiting, compensation, distribution finance, training, and product development.
Highlights
Change is the only constant in today’s environment. Economic shifts, market volatility, and global tensions are redefining consumer expectations and business models, while renewed scrutiny of DEI reflects evolving corporate values.
Traditional approaches can’t keep pace with a digital, value-driven marketplace. New technologies and entrants are transforming how products are marketed, sold, and serviced—and how consumers engage with financial institutions.
The question isn’t whether these forces will reshape our industry, but how we respond.
The theme “Agility in Action” is our call to meet change with clarity and confidence. It’s not just a concept—it’s a capability. In an era where long-term strategies must coexist with short-term pivots, agility is now the engine of sustainable growth. At the 2026 Distribution and Marketing Conference, industry leaders in distribution and marketing will embrace experimentation within the guardrails of a regulated, risk-managed environment. It’s a mindset that prioritizes progress over perfection and responsiveness over rigidity.
This theme asks us to move beyond talking about agility as a future state and instead to demonstrate it in how we operate now:
- How quickly can we shift gears in response to market, consumer, or regulatory changes—without compromising trust?
- Are we equipping advisors and distributors with tools that evolve as fast as consumer expectations?
- Can our marketing adapt in real time to reflect what customers are feeling and needing—financially and emotionally?
- Are we leveraging AI, automation, and predictive analytics to enhance decision-making and customer engagement?
- Where can small, iterative innovations unlock large-scale transformation?
This year’s conversations will equip leaders with tangible, scalable frameworks for building resilient, responsive organizations that don’t just survive disruption but harness it as a catalyst for meaningful innovation.
Because in a world where everything is moving, standing still is the biggest risk of all.
Don’t miss this premier event for distribution and marketing professionals.