Market Strategies International

Past Events

Browse our recent webinars and speaking events.

What All Researchers Should Know About Multi-Mode

Join market research experts, John LaFrance and Joanne Mechling, for an informative webinar on the issues researchers face when conducting survey research in two or more modes.

Adapting Strategies in the Dynamic DC Market

A live webinar event on DC plan advisors! The defined contribution plan market is increasingly dynamic with a variety of industry forces and innovations at play, and so, too, is the makeup of the DC advisor population. It's imperative for providers to recognize these changes and adapt their strategies to stay competitive and build market share.

SPARK Forum

Julia Johnston-Ketterer will be presenting findings from two of our Cogent Reports at the retirement services industry's leading event for the nation's top marketing, sales, administration and recordkeeping professionals.

How to Beat the Large Texas REPs at Their Own Game

KC Boyce, Senior Product Director, will present findings from our Texas Retail Electric Provider Brand Trust Study. This webinar will provide a better understanding of the Texas REP landscape and how small and mid-sized REPs can position their business to outrun the big five providers.

Corporate Researchers Conference (CRC)

Paul Ponsford, Senior Market Research Manager for Delta Faucet Company, and Gwen Ishmael, SVP and head of Qualitative for Market Strategies, will present “#TomBradyFail–An Innovation Lesson From the New England Patriots.”

NICSA Webinar: Trends on the Advisor Landscape

Market Strategies' Meredith Lloyd Rice is headlining a webinar hosted by NICSA, a not-for-profit trade association that connects global asset management industry participants in order to develop, share, and advance leading practices.

New Insights on the Power of Utility-branded Marketplaces

Attend a free informational webinar were Market Strategies International–Morpace, Simple Energy and SMUD will come together to discuss utility-branded marketplaces as a powerful solution to improving business and customer engagement.

Northwest Insights Summit

Madison Cuneo, a Senior Analyst at Market Strategies International, will present "Measuring News Influence on Brand Health" for the Insights Association's Northwest Chapter in Portland.

Where's Money Flowing and Why? The Latest Retail Distribution Trends Uncovered

At an exclusive roundtable event with Broadridge, Cogent Reports will be sharing exclusive findings from this year's Advisor Brandscape report more than a month before it publishes. The presentation will provide insights into advisors’ changing business practices as well as the latest trends in product and asset class use.

OCIO and Investment Outsourcing Summit

Linda York, SVP at Market Strategies International, will co-present a session at the 7th annual OCIO and Investment Outsourcing Summit at The Princeton Club in New York, NY.

Pharma Market Research Conference

Nilesh Bhutada, Ph.D. of Takeda Pharmaceuticals, and Caroline Brennan, Ph.D., VP at Market Strategies International, will co-present "Your Brand is Not Too Mature for Segmentation!" at this annual conference.

DCIO Leadership Summit

Linda York, senior vice president at Market Strategies will moderate "The 2018 DCIO Market and Looking to Tomorrow" at the DCIO Leadership Summit in New York.

Mapping the Journey: Maximizing Participant Engagement

Linda York and Julia Johnston-Ketterer will join our friends at Broadridge to discuss valuable retirement marketplace trends including participant satisfaction, brand loyalties, behavioral insights and engagement levels.

EVs and the Southeast Grid 2.0

KC Boyce, senior product director at Market Strategies, will present "Market Trends in EV Adoption in the Southeast" at the EVs and the Southeast Grid 2.0 conference.

Navigating the Product and Service Development Journey

Join our energy and research experts, KC Boyce, Jeff Dietrich, Gwen Ishmael and Jason Stephenson, for a special online round table discussion for utilities on how to navigate the product and service development process.

Inside Fixed Income

Join Linda York for her first-of-its-kind focus group session, "Breaking the Fourth Wall: An Inside Fixed-Income Focus Group" at the Inside Fixed Income Conference in Newport Beach, CA.

Innovation for Utilities

K.C. Boyce, senior product director, and Christian Riepe, senior director, at Market Strategies, will present “Benefits of a Consumer-Centric Approach to Innovation” at the Innovation for Utilities Conference.

2017 World Energy Engineering Congress

KC Boyce, senior product director at Market Strategies, will present The Nexus between Evs, Solar and Energy Efficiency at the 2017 WEEC.

The Value of Utility Brand Trust

Watch a Replay: Chris Oberle reviews the 2017 Utility Trusted Brands and highlights from our Utility Trusted Brand & Customer Engagement™: Residential report.

Upping Engagement with 401(k) Plans

Join Julia Johnston-Ketterer on Thursday, June 8 for a webinar reviewing findings from our 2017 Retirement Planscape report.

Market Research & Consumer Insights Exchange

Chris Barnes of Market Strategies' Financial Services division will present “Innovation Journey: Don't Leave it to Luck” at the Market Research Exchange in St. Louis.

HomeServe Leadership Summit

K.C. Boyce, senior product director, and Christian Riepe, senior director, at Market Strategies, will present “The Path to Optimal Customer Engagement” at this year's HomeServe Leadership Summit.

MEA Customer Experience Roundtable

Chris Oberle, SVP at Market Strategies International, will present at the Midwest Energy Association's Customer Experience Roundtable in Chicago.

The Outsourcing CIO Summit For Endowments & Foundations

From outsourcing the CIO function to finding external advisors for your investment needs, this intensive two-day event will explore the possibilities available to you. Meet with Christopher Barnes or Joshua Franco to learn how our research can help you meet your objectives.

AGA Communications and Marketing Committee Meeting

Chris Oberle, senior vice president at Market Strategies, will present “Customer Innovations: Staying Ahead of the Curve to Anticipate Customer Needs” at the AGA's annual Communications and Marketing Committee Meeting.

Energy Thought Summit

K.C. Boyce, senior product director at Market Strategies, will moderate the discussion "Designing for the Unanticipated // Unintended Consequences" at the annual Energy Thought Summit.

WEI Customer + Corporate Symposium

Chris Oberle, SVP at Market Strategies International, will speak at Western Energy Institute's Customer + Corporate Symposium in San Diego.

The Quirk's Event

Join Sirish Mani from The Capital Group and Lindsey Dickman from Market Strategies International for their presentation "Five Ways to Make Sure Your Market Research Groove Isn't a Rut" at The Quirk's Event in Orange County, California.

Uncertainty Shifting the Institutional Market

With a field period that enables analysis of the impact of the election results, this research captures the true sentiment of institutional investors during a period of uncertainty. This year we uncover fascinating shifts in mindset and practices which will have long-term implications for demand of investment products and services.

Pharma Market Research Conference

Dawn Palace and Brad Perkins will co-present, “Beyond Sales Effectiveness: A Holistic Measure of Stakeholder Experience” at this annual conference.

Capturing Assets in a Changing Investor Market

Regulatory changes, technology advancements, demographic shifts and geopolitical events are turning the financial services industry on its head. Yet successful financial services firms are adapting, leveraging these industry forces to enhance their competitive advantage. Want to know their secrets? Join Julia Johnston-Ketterer for a live webinar featuring a sneak peek at findings from our annual Investor Brandscape report.

2016 Utility Customer Champions, Year-End Results and Insights Webinar

Hear this year’s insights from the industry’s leading Utility Trusted Brand & Customer Engagement studies. These reports measure and benchmark 130 residential and 58 commercial electric and natural gas utilities on customer relationship strength through a 360º review that is designed to transform how utility providers measure and track brand trust, product experience, customer engagement and operational satisfaction.

Building Effective Relationships with Your Unmanaged Business Customer Segments

Unmanaged utility accounts, mostly small and mid-sized businesses, compose roughly 75% of utility commercial revenues. Because they are not served on a personal basis by key account managers, utilities do not know much, if anything, about what these customers want from their utility and how to better engage these customers. Join K.C. Boyce, senior product director, for a webinar on how to better understand and engage with your utility’s unmanaged commercial accounts.

The New England Wealth Management Conference

Linda York, Senior Vice President at Market Strategies International, will be speaking on a panel about the "Advisor of Tomorrow". Linda will provide statistics on advisor expectations of action, technology preferences and the resources/information used for decision making. Following, the panel will do a deep dive into retirement/financial wellness and technology/information systems.

Capacity North America

Join Greg Mishkin, vice president at Market Strategies International, and a panel of industry experts as they discuss “The Business Case for Using Carrier Solutions for Tomorrow's Broadcasters” at Capacity North America in Toronto.

EMACS 2016

Don Hodson of Georgia Power Company will discuss the “Day in the Life” Study, a new approach to utility customer research pioneered by Market Strategies.

National Insurance Conference of Canada

Join Jeremy Bowler, senior vice president at Market Strategies International, and a panel of industry leaders as they discuss the topic, "Are Commercial Insurance Distribution Models Changing?"

MRA Corporate Researchers Conference

Rob Stone, CEO of Market Strategies and an MRA Executive Committee member, will moderate a panel discussion called “Building a World-Class Research and Insights Function,” and Gwen Ishmael, SVP and head of Qualitative will present “Zuckerberg, Disney, Bono & Me.”

Charge Energy Branding Conference

K.C. Boyce, senior product director in Market Strategies' Energy division, will present “Consumer-Tested Strategies to Build Brand Trust” at the world's first Energy Branding Conference in Iceland.

Readying for the Financial Advisor Future

Join Meredith Lloyd Rice for a live webinar featuring a sneak peek at findings from our annual Advisor Brandscape report. Rice will cover new forces altering the advisor landscape, increasing appetite for ETFs, shifts in asset class use and the importance of trust in brand usage and purchase intent.

OmniShopper 2016

Paul Donagher, Managing Director of Market Strategies' Consumer & Retail division, will present “The Secret to Omnichannel Retail Success” at OmniShopper 2016 in Chicago.

NorthWest MRA Spring Educational Conference

Erin Leedy and Praveen Chalise of Market Strategies' Technology division will present “Beyond NPS: Multi-Measurement Approaches for Brand Health” at the NorthWest MRA Educational Conference in Oregon.

Defining the Next Generation Energy Brand - 21st Century DNA

The utility of the 1900's is still the dominant business model but this will soon be run over by the energy brand of the 21st century. In this webinar, K.C. Boyce of Market Strategies joins a panel of experts to discuss the future of the energy industry.

Market Research & Consumer Insights Exchange

Paul Donagher and Randall Hula of Market Strategies' Consumer & Retail division will present “How to Achieve Omnichannel Retail Success” at the Market Research Exchange in Florida.

MRA ISC

MRA Insights & Strategies Conference

Gwen Ishmael, senior vice president at Market Strategies International, will conduct the workshop “50 Shades of Consumers” at ISC in New Orleans.

Creating Value in the Cost-Conscious DC Market

DC plan sponsors are more cost-conscious than ever. Consequently, a growing number of plan sponsors are requesting fee reductions or initiating review of other plan providers. In order to grow their market share, providers must be prepared to justify their fees and highlight the aspects of their business that plan sponsors value most.

Southern Gas Association

SGA Management Conference

Chris Oberle, senior vice president at Market Strategies International, will present “New Market Research–What's Working?” at the SGA Management Conference in San Antonio.

EnergySMART

EnergySMART Conference

Chris Oberle, senior vice president at Market Strategies International, will participate in the industry roundtable, “Framing the SME Opportunity.”

The Quirk's Event

Paul Hartley, Market Strategies, and Jay Heisler, Cricket Wireless, will be presenting “Transforming the Telecom Retail Experience” at The Quirk's Event in Brooklyn.

Finding Your Niche in the Institutional Marketplace

Join Linda York for an online webinar reviewing findings from our recently released US Institutional Investor Brandscape report. Institutional investors are reexamining their portfolios and reassessing their use of different asset classes, investment products and asset managers in reaction to the uncertainty in the US and global financial markets. But the needs, perceptions and behaviors of institutional investors vary dramatically by asset size and category.

Pharma Market Research Conference

Katarina Johnson, senior director in Market Strategies' Life Sciences division, will present “Through the Looking Glass (& Into Your Customer's World).”

The 2015 Annual Customer Champion Results

Join Chris Oberle for our annual readout of the Utility Customer Champions from our Utility Trusted Brand & Customer Engagement Residential and Commercial studies. We will review the results for the residential study on December 8th, and the Commercial study results will take place on December 15.

Trends to Watch for in 2016

As we look forward to the new year, we are watching a number of emerging trends that we expect will have a significant impact on the wealth management industry in 2016. Join us on December 3 at noon for an online roundtable featuring all of our Cogent Reports authors as they discuss these trends and our thoughts on how they will continue to develop.

The New Generation of Investors and Advice Solutions

There are clear signs that automated investment advice services, commonly known as robo-advisors, are poised to become the next major catalyst for change in the wealth management industry. Join us on October 15 at noon for a live webinar presentation discussing how this trend will affect the affluent investor marketplace.

Corporate Researchers Conference

Paul Donagher, managing director of Market Strategies' Consumer & Retail division, will present “How Technology Has Transformed Consumer Journey Research.”

Tapping Cross-Sell Opportunities from DC Accounts

Join Linda York and Sonia Sharigian for an online presentation of some key findings from our recently released DC Participant Planscape report. We will review how providers can capitalize on DC cross-sell opportunities as well as rollover and retention strategies. (Replay)

Becoming A Trusted Business Partner: Findings and Rankings Among Utilities Replay

With commercial customers composing most of the utility industry's revenue, small- and mid-sized businesses are becoming a primary focus for expanded customer engagement, and it is increasingly important to understand what these commercial customer segments expect from their utility. Join Chris Oberle on Monday, July 13 at 2 pm ET/11 am PT for a free webinar to review the product, brand trust and satisfaction levels that lead to engaged relationships with commercial customers of all sizes.

Optimizing Research in Asian Markets

Join David Ying Hon Ho and Gwen Ishmael as they share the latest insider information on research in Asian markets, including best practices, lessons learned and practical guidance for success.

Market Research Exchange

Paul Donagher, managing director of Market Strategies' Consumer & Retail division, will present “Tapping into Technology to Understand the Consumer Journey.”

Bay Area Research Forum

Paul Hartley will present “In-Store Tracking: At the Core of the Consumer Journey” at this exciting Bay Area event sponsored by the NorthWest chapter of the MRA.

Webinar: Unlocking Opportunity in the Institutional Marketplace

Join Linda York, VP of Cogent Reports, on Friday, April 17 at noon for a complimentary webinar where she will share key findings from two recently released reports focused on the institutional space. The presentation will cover asset classes and product types poised for the greatest increases, key challenges and unmet needs of institutional investors and Top consideration factors being used in the selection of new asset managers.

Insight Innovation eXchange Latin America

Greg Mishkin will present “More than the sum of its parts: Integrating traditional research with big data analytics” at IIeX Latin America in Mexico City.

Western Energy Institute

Spring Energy Symposium

Chris Oberle, SVP at Market Strategies International, will present “Customers Who Have It All—Designing Rates and Programs to Keep Up” at WEI's Spring Energy Symposium.

The Quirk's Event

Paul Donagher, managing director of Market Strategies' Consumer & Retail division, will present “Tapping into Technology to Understand the Consumer Journey” at The Quirk's Event in Brooklyn.

Turning Customers into Brand Advocates

Learn how AAA (Automobile Association of America) built a customer engagement program and system to maximize their brand's customer journey and empowered employees to make lasting improvements in the customer experience.

Pharma Market Research Conference

Katy Palmer, managing director of Market Strategies' Life Sciences division, will present “Are You My Patient? Using Patient Trigger Studies to Determine if Your Messaging is On Target” at the Pharma Market Research Conference.

Financial Research Associates Wealth & Women Conference

Women & Wealth Conference

Join Julia Johnston-Ketterer senior director and author of Gender Matters: Women & Investing, at the first Women & Wealth conference by Financial Research Associates on January 22, 2015.

Investor Brandscape Live Webinar

Attend our next Cogent Reports live webinar, Today's Affluent Investor: Defining Advice and Brand Preference, for a sneak peek at the 2014 Investor Brandscape report to discover what trends we're seeing in the investor marketplace.

Fixed Annuity Market Opportunities Webinar

The demand for guaranteed income is greater than ever, yet the current financial environment continues to present challenges to annuity providers balancing their product offering with sustainable business growth.

Customer Engagement for Utilities

K.C. Boyce, SGCC, and Randall Hula, Market Strategies, will present “Trusted Utilities and Drivers of Engagement: Preparing for the Customer of the Future.”

The Market Research Event 2014

Mark Willard, Market Strategies, and Mary Lee, AAA, are presenting “Revolutionizing CX: How AAA Turned Satisfied Customers into Loyal Advocates” at TMRE in Florida.

SGCC Members Meeting

Chris Oberle will join energy industry thought leaders for a panel discussion on customer trends.

Webinar: The Uninsured and the Exchange

Dawn Hunter and Susan McIntyre present findings from an online community conducted with uninsured Americans as they navigated the ACA enrollment process.

Webinar: Strengthen Your Utility's Brand

This webinar will identify how to optimize the three areas of product experience–product design, benefits awareness and usage–to create stronger customer relationships.

The Contact Center Conference

Dawn Palace, vice president at Market Strategies International, will present "Customer Calibrated Monitoring–A Fresh Approach to Improving Call Center Customer Experience."

Utility Trusted Brand & Customer Engagement Study

Webinar: Utility Trusted Brand & Customer Engagement Study Results

Join Chris Oberle on July 9 at noon, for a complimentary webcast showcasing the utility industry performance and rankings from the new Utility Trusted Brand & Customer Engagement study, as well as how the industry measures up on establishing strong and engaged customer relationships.

Insight Innovation eXchange North America 2014

Gregory Mishkin, Market Strategies International, and Don Hodson, AT&T Mobility, are presenting “Traditional Market Research and Big Data Integration: Unlocking the Secrets to Why Your Customers Act the Way That They Do” at IIeX in Atlanta.

2014 MRA Insights & Strategies Conference

In this executive session, Market Strategies' CEO Dr. Rob Stone and David Spievack, VP, Research & Analytical Services, Visa, will discuss their leadership style and what has made them and their companies successful.

The Mutual Fund Distribution Forum

Antonio Ferreira, Senior Vice President, Financial Services at Market Strategies International, will be speaking on an industry expert round table discussing The State of The Mutual Fund Market at The Mutual Fund Distribution Forum on Boston, MA.

ICI General Membership Meeting

ICI's premier conference event in 2014 will bring together the most senior leaders and representatives from diverse areas of the fund industry and will foster important discussions about serving investors in an evolving world.

AMA Detroit

Gregory Mishkin, Market Strategies International, will present “The Continuous Improvement Cycle: A Market Research Framework that Maximizes Business Impact and Minimizes Risk in the Age of Big Data.”

iConnect 2014

Join Chris Oberle at iFactor's fourth annual client conference in New Orleans where he will present “Creating Customer Engagement.”

Re:Think 2014

Join us in New York City for Re:Think 2014, the annual conference of the Advertising Research Foundation.

Webinar: How to Make Your ATU Study Work Harder

Join Katy Palmer and Rob Delghiaccio, experts in life sciences market research, as they use results from Market Strategies' own study of the diabetes marketplace to illustrate how our strategic framework can make your brand tracker more action oriented and strategic.

Southwest MRA Annual Conference

Greg Mishkin will present “Integrating Traditional Research and Big Data Analytics: Exploration of Best Practices and Pitfalls.”

Pharma Market Research Conference

Katy Palmer and Rob Delghiaccio will present “Moving from Numbers to Strategy: Implementing Action-Oriented ATUs.”

Improving Utility Call Centers

Randall Hula and George Wilkerson will present “Customer Calibrated Monitoring–A Fresh Approach to Improving Call Center Customer Experience.”

The Market Research Event 2013

Gregory Mishkin, Market Strategies International, and Donald Hodson, AT&T Mobility, are presenting “Traditional Market Research and Big Data Integration: A case study in what works and what doesn't” at TMRE in Nashville.

Sawtooth Software Conference 2013

Join Jack Horne and Bob Rayner as they present "Does the Analysis of MaxDiff Data Require Separate Scaling Factors?" at this year's Sawtooth Conference.

Marketing Insights from Marketing Research

Gregory Mishkin will present “The Continuous Improvement Cycle: A Market Research Framework that Maximizes Business Impact and Minimizes Risk in the Age of Big Data.”

Social Media for Utilities

Jason Stephenson will share Market Strategies' Utility Social Media Index and discuss how leading utilities performed versus one another as well as companies in other industries.

ESOMAR

3D Digital Dimensions 2013

Gregory Mishkin, Market Strategies International, and Donald Hodson, AT&T Mobility, will discuss the integration of big data into traditional market research at ESOMAR's annual digital research conference.

2013 Advanced Research Techniques Forum

In his pre-conference tutorial, Jack Horne will guide participants through hands-on examples of how to interface R using other programming tools.

CASRO Technology Conference

Gregory Mishkin will introduce a framework for market research organizations that holistically integrates traditional and cutting-edge research methodologies.

CXPA Members Insight Exchange

Mark Willard, Market Strategies, and Mary Lee, AAA, will share highlights and lessons learned as AAA rededicated its focus on members and built a new listening framework.

CASRO Online Research Conference

Gregg Peterson will discuss the challenges presented by “unintentional” smart phone survey takers and share thoughts on how data collection must evolve to harness the power and the inevitability of mobile.

Marketing Research Association CEO Summit

Market Strategies' CEO Dr. Rob Stone will join fellow market research executives to discuss a broad range of issues regarding the current and future state of the profession.

Pharma Market Research Conference

Join us at the premier gathering of senior level pharmaceutical, biotechnology, medical device, and diagnostics executives in market research.

SGCC Symposium: Consumers in Focus

A must-attend event for everyone charged with delivering smart grid programs, products, or services to energy consumers.

SGCC Webinar: Consumer Pulse Survey Wave 3

Join us as Smart Grid Consumer Collaborative (SGCC) presents Wave 3 research from its national telephone survey of energy consumers conducted by Market Strategies.

SGCC Webinar: Spotlight on Low Income Consumers

Join SGCC's Patty Durand and Market Strategies' Jack Lloyd as they share findings from the Low Income Consumer Study and discuss the value of engaging low-income consumers in the project of grid modernization.

Social Media for Utilities

Jack Lloyd will share Market Strategies' Social Media Brand Index and discuss how leading utilities performed versus one another as well as companies in other industries.

Edison Electric Institute Annual Convention

A panel of industry experts, including Market Strategies' Chairman Andrew Morrison, will discuss the value of electric service and the cost pressures electric companies face.

2012 CASRO Technology Conference

Gregg Peterson will discuss mobile respondents and reveal findings that suggest we may need to rethink our survey designs in order to accommodate their growing numbers.

2012 PBIRG Annual General Meeting

Join us in Chicago for the Annual General Meeting of the Pharmaceutical Business Intelligence Research Group (PBIRG).

Smart Grid Consumer Symposium 2012

Jack Lloyd unveils the new Smart Grid Consumer Collaborative segmentation framework, which divides residential customers into five distinct segments with different perceptions about, and levels of interest in, Smart Grid technology, services and programs.

Mobile Monday Michigan

Explore the future of M2M technology on a global and national scale, as well as looking at its potential to positively impact Michigan specifically.

ESOMAR Congress 2011

Proposing an evidence-based framework for understanding the methods, data quality and practical implications for four classes of survey presentation.

M2M Evolution Conference

Findings from a market opportunity study that identifies consumer awareness, perceptions and adoption of M2M applications.