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Brand Finance New York Banking Forum 2014

18 February 2014, 08:00–11:30 UK Time

Brand Finance New York Banking Forum 2014

Managing banking brands in a post-recession era: Are banks adapting to change? 

As we emerge from the global banking crisis and the storm clouds appear to be finally clearing, we take a closer look at what banks are doing to adapt and grow in a more complex and ever changing world.

With a banking landscape vastly different to the one we knew before, we ask ourselves, what are the strategies for building long-term shareholder and brand value? Pose your questions to a mixed panel of banks and brand specialists and hear their thoughts and vision for the future of the banking sector.

Join us at the 3rd Annual New York Banking Forum at the Harvard Club, where we will be discussing the strategies for managing your banking brand in a post-recession era.

Who Should Attend

CEOs, CMOs, CFOs and senior managers of banking brands.

This is a free event to attend and places are limited. To book your guest place(s) please contact Alina Kaeser, on 647-227-0336 or email




07:30 – 08:00                      Registration & breakfast

08:00 – 08:10                      Welcome & Introduction                   Brand Finance

08:10 – 08:40                      Mich Bergesen                                Landor Associates

08:40 – 09:10                      Angela Vanderberg                          Stratacache

09:10 – 09:40                      Dr. David Kippen                             Evviva Brands

09:40 – 10:10                      Anne Rivers                                   BAV Consulting

10:10 – 10:40                      Edgar Baum                                    Brand Finance

10:40 – 11:30                      Panel discussion

11:30 – 12:30                      Lunch & networking

18 February 2014, 08:00–11:30 UK Time
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Edgar Baum
Managing Director
Brand Finance North America

Edgar Baum has an extensive background over 15 years in entrepreneurial and consulting environments with extensive experience in developing adaptable financial forecasting programs.

Previously Edgar ran his own data analytics and financial consulting practice and has previously been a Partner and Vice President for a Toronto based financing consultancy firm.  Edgar has worked with companies ranging from start-ups to multinationals across a range of industries including manufacturing, logistics, education, food, and security. Edgar was also the founding partner for a software company that developed a risk and valuation model for domestic and global businesses.

Prior to these roles Edgar has worked at Procter & Gamble, Merrill Lynch and Nesbitt Burns. 

Edgar is a graduate of the University of Toronto. He has been a guest at Seneca’s Graduate School delivering a lecture on confidentiality protocols in M&A transactions. Edgar is the Managing Director of Brand Finance North America. 

Mich Bergesen
Global Director Financial Services
Landor Associates

Mich joined Landor in 2005 and leads the firm’s financial sector branding practice, working across our office network to bring a category specialist perspective. He manages global client programs covering the spectrum of brand strategy development and implementation, with deep experience in both consumer and institutional financial services. Previously, he spent 11 years at Stern Stewart, originators of the Economic Value Added approach to financial management. He founded Stern Stewart’s business in South Africa, then served as managing director of Stern Stewart Europe. He later launched BrandEconomics® in New York, advising clients on building and managing brand value. He developed the valuations used in Landor’s Breakaway Brands® list published in Fortune and Forbes.

Mich holds an MBA in strategy and finance, and a BS and MS in engineering.

Anne Rivers
SVP, Director of Global Brand Strategy
BAV Consulting

Anne is SVP, Director of Global Brand Strategy at BAV Consulting, where she focuses on Apparel, Financial Services, Non-Profits, Sports Franchises and Retail. Anne’s prior experience includes leading the strategy, business development and corporate finance efforts at Broder Bros., Co.,, inc. and Anne was also a Vice President in Investment Banking at Bear, Stearns & Co. Inc. in the Global Industries Group focusing on retail and consumer companies and she held several marketing and finance positions at Fidelity Investments.

Bill Zabit
President & CEO, BrandTransact

Bill Zabit has an in-depth background in transactions as both a consultant and an executive. He has provided internal and external branding and communications services for both global and emerging companies undergoing mergers and acquisitions, IPOs, divestitures, reorganizations, upsizing and downsizing and other business transformation events.

Over the last 30 years, Bill has been the president and CEO of both private and publicly traded companies; has held a variety of senior executive positions in communications, branding and marketing; became a partner in one of the big-four accountancies; and was a principal and national practice leader of one of the largest global consulting firms.

Bill was invited three times to the White House as a communication strategist and advisor for the Clinton Administration and has worked as an advisor and strategist for several of the most prominent companies in the world.

During his career, Bill has earned over 100 awards of excellence, including two Emmy nominations as a director and writer. He has been quoted on a variety of topics by the Associated Press, The Wall Street Journal, Forbes, Fortune, CNN, ABC, CBS, and NBC television news and national radio.

David Kippen
CEO and Chief Strategist
Evviva Brands

With a background spanning advertising and communications and a client base spanning the globe and including top brands in every sector, Dr. David Kippen is a world-renowned leader in brand strategy, development and positioning. David’s clients include Ameriprise Financial, Bain & Company, BlackRock, Burger King, Catholic Healthcare West, Dignity Health, Chevron, Coca-Cola, Dell, Disney, E.ON, HP, HSBC, General Mills, Intel, Kaiser Permanente, Lam Research, Marriott International, Methanex, Microsoft, Nokia, Premera Blue Cross, Teva, The Ritz-Carlton, T-Mobile and Xilinx.

Angela Vanderburg
Retail Banking Practice Lead

Angela works with Stratacache’s sales and marketing teams to enhance digital experiences for consumer engagement within the banking sector. Her expertise guides clients so they can build a cohesive digital strategy, with directed messaging to customers that lifts brand awareness and message recall.

Prior to Stratacache, Angela engaged in sales and marketing with companies in a myriad of functions. In 2009, she began focusing on digital signage within retail banking. She’s worked with digital technologies on the client and agency side, giving her all-encompassing understanding, insight, and experience that translate into a successful program for her clients. She has built up companies into franchises, run an immensely successful IPO and transitioned a company from a near obsolete technology offer­ing into a new viable business venture.

Angela graduated York University with an Honours Degree in History and Political Science.

Angela lives in Toronto, ON, Canada with her family.

Michael J. Lacorazza
Senior Vice President Integrated Marketing
Wells Fargo & Company

Michael Lacorazza is Senior Vice President, Integrated
Marketing at Wells Fargo. In this enterprise role, Michael leads
the development of scaled, integrated marketing efforts, as well
as the Wells Fargo brand positioning and expression,
advertising and media.

Prior to joining Wells Fargo, Michael was the Managing
Director, Retail Marketing at TD Ameritrade. His
responsibilities included creation of an enterprise-wide
marketing plan and segmentation strategy, leading CRM
initiatives, and all digital marketing efforts for the firm. Before
TD Ameritrade, Michael was Vice President, Group Director at
Digitas - where he led relationships across a variety of clients,
including automotive, hospitality and media. Michael also held
senior marketing positions at Marriott International and the
Lexus Division of Toyota.

Mary Cianni
Global Leader of M&A Practice
Towers Watson

Mary Cianni, Ph.D.  is the Global  Leader of Towers Watson’s M&A Practice which provides M&A services across all deal phases and types of transactions. Mary focuses her individual consulting on leading complex M&A assignments and providing strategic oversight to change, culture and leadership activities resulting from corporate transactions and business transformations.

Prior to her current role, Mary was the Global Vice-President of  Human Resources at a specialty pharmaceutical company. In this role, she set the strategic direction for the global HR team and led the people integration of three acquired companies. She was also an Associate Professor of Management at Susquehanna University.   

Mary has published articles on a range of HR topics in professional and academic journals.  She is often featured in a variety of media outlets on topics related to people and cultural integration.  Mary holds a Ph.D. in Psychology from Penn State University.


Job Title


Presidents Room Harvard ClubNew York35 West 44th StreetNew York NY 10036

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