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Financial services, insurance companies to discuss Hispanic markets at CBI conference

Posted by Elena del Valle on March 28, 2006

CBI April 2006 conference 

The 3rd Annual Multicultural Marketing for Financial Services and Insurance Companies conference, organized by the Wolburn, Massachusetts based Center for Business Intelligence (CBI), is scheduled to take place April 20-21 at the Marriott New York at the Brooklyn Bridge in New York City. The event, co-sponsored by The Wall Street Journal and the Hispanic Marketing & Communication Association, HMCA, is expected to draw 120-150 attendees.

Presenters will address issues related to marketing financial services to multicultural markets including Hispanics. According to event organizers seven of 18 presentations will be Hispanic market specific and other presentations will include Hispanic markets. Sponsored presentations represent approximately 10 percent of the program. The cost of admission is $1895.

“CBI’s goal is to create a forum for unbiased learning and sharing of information,” said Jennifer Jansen, program manager for the conference.

Invited speakers include: Tariq Khan, vice president, Marketing Development and Diversity Nationwide Financial Network; Rebeca Vargas,vice president, director of Hispanic Markets, Global Consumer Group, Retail Banking North America, Citigroup; Lily Fong, director, Multicultural Markets, Allianz Life Insurance Company of North America; Cristian Sandoval, vice president, Hispanic and Multicultural Marketing Manager, National City Corporation; Michael Marx, vice president, Research Services Visa USA; Maylene G. Moneypenny, translation program manager, Blue Cross Blue Shield of South Florida (BCBSFL); and Babette A. Honore, assistant director, Market Development, Northwestern Mutual.

Some of the topics addressed this year include: Developing Strategic Approaches to Your Multicultural Marketing Initiative; Ethical, Legal, and Public Policy Considerations; Case Examples of Effective Initiatives – Marketing to Key Diverse Segments – African-American, Latino, Asian-American, GLBT; Building the Business Case for Multicultural Initiatives; Best Practices from the top 50 companies for Diversity; Health Insurance – the Latino Market Focus; Determining links between employee diversity and customer diversity; and Developing a strategy to identify targeted organizations, diverse communities and centers of influence. For conference information or to register visit

Founded in 1994 in Boston, CBI Research, Inc. is dedicated to developing market-driven, conferences in pharmaceuticals, biotech, medical devices, risk and insurance and managed care markets. CBI Research, Inc. offers conferences and summits targeting senior executives and government officials by providing a platform for highly focused content and presentation.