
| Thursday, October 2, 2008 | ||
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| 7:30 | Registration and Morning Coffee |
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| 8:30 | Welcome RemarksMary Ann Packo, CEO, Millward Brown North America |
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| 8:45 | The Road Ahead: Environmental, Technological and Social Forces Shaping the Boomer BrandscapeAndrew Zolli, Renowned FuturistThe Road Ahead: Environmental, Technological and Social Forces Shaping the Boomer BrandscapeAt the inaugural Focalyst Forum, Andrew demonstrated how we live in a time of accelerated change fueled by major demographic shifts and new cultural values. While the long term demographic trends haven't changed, major environmental, technological and social trends are continuing to alter Boomer realities. In this provocative and entertaining tour of the road ahead, Andrew will share the challenges and opportunities appearing on the horizon, and offer advice for the future.
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| 9:45 | Creating Products and Services that Delight 50+ Consumers: The Latest Insights from The Live Well CollaborativeMatthew J. Doyle, Ph.D., Director and Senior Researcher, Research & Development, Health Care Products - Worldwide, The Procter & Gamble Company; Craig Vogel, Professor, College of Design, Architecture, Art, and Planning (DAAP), University of Cincinnati Creating Products and Services that Delight 50+ Consumers: The Latest Insights from The Live Well CollaborativeAs Gil Cloyd, CTO of Procter & Gamble said "For P&G to reach its growth objectives, we must achieve breakthrough results in meeting the needs of the aging consumer". In the spirit of "connect and develop", P&G has partnered with the University of Cincinnati led by the internationally recognized College of Design Architecture Art and Planning (DAAP) to establish The Live Well Collaborative, an international consortium dedicated to breakthrough innovation focused on products and services for the world's 50+ consumers. In this exciting keynote presentation you'll hear the latest insights from the collaborative which will bring to life meaningful areas of opportunity and demonstrate how the changes being influenced by Boomers and 50+ consumers are far more powerful than you might think. The Collaborative as a unique model for rapidly translating consumer-driven insights into products and services Open innovation for 50+ consumer: men vs. women Trans-generation market opportunities |
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| 10:30 | Refreshment Break Sponsored by Retirement Living TV |
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| 11:00 | Welcome back remarks from our Premier SponsorCris Gardner, VP, Integrated Marketing, AARP Services, Inc |
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| 11:05 | Yesterday...Today...Tomorrow: New Research on The Changing Boomer MindsetChris Murphy, Chief Strategy Officer, Focalyst & Millward BrownYesterday...Today...Tomorrow: New Research on The Changing Boomer MindsetThe results of this new study will get at the heart of how the issues of our day are impacting the inner Boomer psyche and the ever-changing eequation of wants, needs, fears, aspirations and outlooks:
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| 11:45 | Change the Rules, Change the Future: What Boomers Will Leave BehindOpening Keynote Remarks by Timothy E. Wirth, President, United Nations Foundation and Better World Fund Panelists: Bill Bass, Co-founder and CEO, Fair Indigo; Jeff Renaud, Director, Ecomagination, GE Change the Rules, Change the Future: What Boomers Will Leave BehindAccording to Focalyst research, almost three-quarters of Boomers believe they have a responsibility to make the world a better place. In this exciting keynote presentation, we'll focus on what legacy means to Boomers and discuss how their collective consciousness is becoming a catalyst for positive change in businesses who are increasingly finding new ways to the "sweet spot" - developing products, services and even new business models that increase profits and make the world a better, cleaner place. You'll walk away inspired by new possibilities, future opportunities and with a fresh perspective of how success can be measured. |
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| 12:45 | Luncheon Sponsored by Immersion Active |
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| TRACK A - Global Perspectives: A Sign of What's to Come | TRACK B - Stage Not Age: Connecting with Today's Hottest Boomer Segments | |
| 1:30 | Embracing the Global Aging OpportunityLadan Manteghi, President, AARP Global Network; Jack Lett, Executive Director, Focalyst Embracing the Global Aging OpportunityIt's no secret that the world's population is aging; globally we are entering a major demographic transformation, one of the defining phenomena of the 21st century. In this kick off session to set the stage for the global track, you'll hear the story behind the creation and vision for the AARP's global network and an overview of how the 50+ population is viewed around the world based on information compiled from Millward Brown offices in over 44 countries.
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Beyond Demographics: Creating An Emotional Brand Strategy among BoomersDonna Sturgess, Head of Global Innovation, GlaxoSmithKlineBeyond Demographics: Creating An Emotional Brand Strategy among BoomersA true thought leader in brand building and a seasoned practitioner in driving growth through marketing innovation, Donna Sturgess will discuss the art and science of building emotional brand strategies. You'll discover how to drive relevance with the Boomer population by getting deep inside "emotional spaces" and leveraging unifying characteristics that bring people together irrespective of demographics.
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| 2:00 | Around the World in 50+ Years: How the Global Consumer Market is Turning Silver, and How to Shine Brightly Within itCorinne Asturias, Boomers Consumer Strategist, IconocultureAround the World in 50+ Years: How the Global Consumer Market is Turning Silver, and How to Shine Brightly Within itAre children really the future? Maybe not. In the coming decades, people over age 60 will dominate the cultural landscape as their numbers swell from 500 million to 1 billion worldwide. In the U.S. today we recognize this coming silver wave as Boomers, but throughout the world they go by other names and generational markers that demand an equally careful look. Because whatever you call them, they've made it clear: They're savvy consumers who crave reinvention, and they have no intention of aging the way their parents did. As they head down the path to old age, they promise to bring a new set of demands right along with them. Who are these consumers globally? What makes them unique and what holds them together? What new hopes, dreams, expectations and requirements will they bring with them as they age? What products, services and messages stand to win their favor? Iconoculture Consumer Strategist Corinne Asturias will explore the latest global trends and research around this crucial cohort as it heads into a new lifestage - and takes much of the world along with it. |
U-Boomers: The Financially Unprepared yet Undaunted and Uncompromising Boomer CohortJohn Forsyth, Partner, McKinsey & CompanyU-Boomers: The Financially Unprepared yet Undaunted and Uncompromising Boomer CohortThe cohort of financially unprepared yet undaunted and uncompromising baby boomers - "u-boomers" for short - will account for almost 25% of total U.S. consumption by 2015. This implies a massive market for products and services that meet discriminating u-boomer tastes at affordable u-boomer prices. Hear from McKinsey on this emerging opportunity and learn how to connect with the 24 million middle - class American households approaching retirement with lofty lifestyle aspirations, a thirst for new products and brands, and limited financial resources.
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| 2:30 | Case Study: Global Brand BuildingAndrew Bienkowski, Vice President of Global Brands, Kimberly-ClarkCase Study: Global Brand BuildingAs companies explore aging opportunities around the world they are confronted with the daunting task of setting a brand strategy globally. To win in the global marketplace marketing organizations must have an effective global branding strategy in place - calling for them to be able to set marketing priorities, policies and budgets to foster growth globally; prioritize opportunities for brand innovation; and integrate effectively across various business units and geographies. Leading the conversation on this topic is Andrew Bienkowski, Vice President, Global Brands for Kimberly-Clark Corporation. Bienkowski, who is responsible for establishing Kimberly-Clark's global brand strategies for its portfolio of consumer, health care and professional brands, including Kleenex, Huggies, Kotex, Poise, Depend, Andrex, Scott, WypAll, and KleenGuard to name a few, will share invaluable best practices and lessons learned on establishing global brand strategies aimed at transforming brands' communication, innovation, and learning agenda. In addition to leading Kimberly-Clark's Global Branding team, Bienkowski also has extensive experience in previous global marketing roles for such global organizations as The Coca-Cola Company and Procter & Gamble.
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Connecting with Family Caregivers: A Roundtable Discussion.Moderator: Sandra Timmermann, Assistant Vice President and Director, Mature Market Institute, MetLife Panelists: Terry Clark, Chief Marketing Officer, Enterprise Services for Ovations, a UnitedHealth Group Company; Nancy Lewin, Director, The Caregiver Initiative, Johnson & Johnson Consumer Products Company; Alexis Abramson, Vice President of Research, “Lifestyle Gerontologist,”, Retirement Living TV Connecting with Family Caregivers: A Roundtable Discussion.Today there are over 50 million family caregivers in the United States, who provide day-to-day care valued at more than $350 billion per year and spend over $5,000 per year out of pocket, with long-distance caregivers spending even more. These caregivers, many of which are "sandwiched" between caring for their children and older parents/relatives, have a distinct set of needs and represent an important market both for consuming products and services for themselves and for the individuals they are caring for. In this expert roundtable, we'll discuss:
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| 3:15 | Refreshment Break Sponsored by Retirement Living TV |
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| TRACK A cont: | TRACK B cont: | |
| 3:45 | PANEL PRESENTATION: Boomer Perspectives from Around the WorldModerator: Nigel Hollis, Global Chief Analyst, Millward Brown, Author, The Global Brand (to be published September 30) Panelists: Skip Kodak, Vice President - Direct-to-Consumer Group, LEGO Group; Peter Drake, VP Retirement and Economic Research, Fidelity Investments, Canada; Gretchen Addi, Location Lead, IDEO San Francisco, IDEO PANEL PRESENTATION: Boomer Perspectives from Around the WorldConsider these statistics: Over 50% of Europe's wealth is in the hands of the 50+ population; In the U.S, Boomers account for over 55% of all spending. In Japan, the 60+ population holds 52% of all household savings while in Canada, "Zoomers" (those 44 to 62) control more than 77% of all Canadian wealth. This exciting, interactive panel will offer the latest trends and perspectives on aging from various vantage points around the world. Our panel of experts, each representing a global brand and a particular region, will offer a worldwide tour of the aging opportunity as a sign of things to come. |
PANEL PRESENTATION: The Grandparent Life Stage: A Multibillion-Dollar MarketplaceModerator: Jerry Shereshewsky, CEO, Grandparents.com Panelists: Susan Lee, EVP Marketing, Nederlander Organization; Jeffrey Glueck, Chief Marketing Officer, Travelocity; Jim Bremer, Vice President, Futures Team, Hasbro Games; Jess Aguire, Senior Vice President, Research, Hallmark Channel and Hallmark Movie Channel PANEL PRESENTATION: The Grandparent Life Stage: A Multibillion-Dollar MarketplaceAs marketers have come to the realization that purchase decisions are driven less by age and more by key points or stages in life, grandparents have emerged as the latest consumer group to be courted by marketers. At more than 70 million strong, today's grandparents represent one of the largest and most powerful consumer segments who are key purchase influencers in many surprising categories. From products to services, automotive, to educational investments and more, the avenues for their spending are varied and deep. In this exciting panel, Grandparents.com, the premier life-stage destination for today's new generation of grandparents, will provide an inside look into the fresh ways grandparents are interacting, engaging, consuming and staying connected. You'll also hear how today's leading companies are fueling growth by tapping into the enthusiasm of this emerging market of grandparents who are eager to spend discretionary income and consume child-related products and services that they have not considered for decades. |
| 4:45 | The Future of Retirement Across the Globe: The New Old AgeGeoff Brooks, National Director of Premier & Retirement Strategy, Senior Vice President, HSBC BankThe Future of Retirement Across the Globe: The New Old AgeHear fresh perspectives and new data on the ever-changing role of retirement based on HSBC's annual survey of 21,000 people aged 40 to 79 in 21 countries and territories, representing the most comprehensive study into retirement across the globe. HSBC will share insights from the latest study as well as trends emerging since the study began in '05:
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Winning with 55+ Women at RetailClaire Spofford, President, AppleseedsWinning with 55+ Women at RetailAppleseed's, a retailer of apparel targeted to women 50+, has had tremendous success by building segmented consumer personas based on multiple data streams that take into consideration both generational and life stage influences. This session will share how Appleseed's has become a thriving multi-title multi-channel business that's in tune with the changing needs of Boomer women and cover:
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| 5:30 - 6:30 | Cocktail Reception Sponsored by Grandparents.com |
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| Friday, October 3, 2008 | |||
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| 7:30 | Morning Coffee Sponsored by Caring.com |
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| 8:45 | Navigating the Generations: Differences (and Similarities) between Boomers and Other CohortsJ Walker Smith, President, Yankelovich, Author, Generation Ageless: How Baby Boomers Are Changing the Way We LiveNavigating the Generations: Differences (and Similarities) between Boomers and Other CohortsIt's been argued that the Boomer generation defies definition. And yet, there are sub-groups that exhibit distinct values, behaviors and attitudes that can be leveraged in reaching them as consumers. As a generation they have been called "ageless" but then again, in many instances their approach to life is distinctly different than generations older and younger. J. Walker Smith, generational guru and one of America's leading analysts on consumer trends will provide an eye opening look at the "ageless generation" and offer a roadmap for navigating the differences (and similarities) among and between Boomers and other consumer cohorts. |
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| 9:30 | Boomer Advertising and Media: Debates, Discussion and the Latest Thinking on What's Working and What's NotModerator: Mark Dolliver, Editor at Large, Ad Week Panelists: Graceann Bennett, Managing Partner, Director of Strategic Planning, Ogilvy Chicago; Bart Turner, VP of Marketing Strategy, Advertising and Media, Ameriprise; Bill Topf, Vice President Scotch and Irish Whiskey Marketing, Diageo North America; Nadine McHugh, Managing Partner, Managing Director - US Accounts, Mindshare; Mark Pope, Director, The Journal Report & Special Projects, The Wall Street Journal; Larry W. Jones, President, TV Land Boomer Advertising and Media: Debates, Discussion and the Latest Thinking on What's Working and What's NotWhen it comes to marketing to Boomers, there is no Golden rule - how best to connect, motivate and engage such a diverse and dynamic generation is still hotly debated. Hear from our panelists - each of whom are pioneering a new age in marketing:
These are a few of the issues our panelists - each of whom are pioneering a new age in marketing - will discuss. They will share their experiences in understanding a generation that defies definition and offer their thoughts on what's to come in the future. |
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| 10:45 | Refreshment Break Sponsored by JWT Boom |
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| 11:15 | A Market of Millions Worth Trillions: Ad Effectiveness for 50+AARP Media Sales |
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| 11:30 | Live Where your Customer is: Boomers in a Networked WorldModerator: Rene Huey-Lipton, Vice President and Director of Marketplace Planning, GSD&M Idea City Panelists: Christian Oestlien, Senior Product Manager, Google; Greg Rivera, Senior Business Development Manager, Microsoft; Reuben Steiger, CEO and Founder, Millions of Us; Justin Townsend, CEO and Co-Founder, IGA Live Where your Customer is: Boomers in a Networked WorldFrom Multiply to My Space, Everquest to Halo3 and all through Second Life...it's a whole new and ageless world on the internet and the 50+ are there in full force. This world class panel will discuss the idea of community building, gaming, avatars and more and why it is so enticing to the Boomer group - what are they looking for and what are they finding (or not)? You'll leave understanding what you can do to be an effective part of the community and why taking the time to create the ultimate ongoing experience is so much better than an ad campaign. |
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| 12:30 | Luncheon Sponsored by MoveSignals |
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| TRACK A: Engagement |
TRACK B: Health & Wellness |
TRACK C: Community & Lifestyle |
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| 1:30 | PANEL: Motivating Boomers: Lessons Learned from the Financial Services FieldModerator: Lori Bitter, President, JWT Boom Panelists: June Amori, Vice President, Strategy and Marketing Communications, Prudential Annuities; Julia Lennox, Vice President, Marketing, MetLife Retirement Strategies; Linda Caliri, Vice President, Marketing, AARP Financial PANEL: Motivating Boomers: Lessons Learned from the Financial Services FieldWhen it comes to communicating to Boomers, marketers and advertisers in the financial services field have been ahead curve. During this roundtable, leading executives will candidly share best practices and lessons learned in communicating to Boomers. Going beyond broad strokes such as "be positive, don't scare" and "make it about them not you", panelists will speak to the intricacies and subtleties involved and how they translate into imagery and words that truly motivate and engage this market. |
PANEL: "Healthcare Unbound": How Boomers are Demanding (and influencing) a New Healthcare LandscapeModerator: Susan Ayers Walker, Journalist and Director, SmartSilvers Alliance Panelists: Michele Garvey, Director, Senior Strategy, Walgreens; Dr. Majd Alwan, Director, Center for Aging Services Technologies; Michael J. Hewitt, Ph.D., Exercise Physiologist, Canyon Ranch; Rosemary E. Riley PhD, LD, Section Manager, Abbott Nutrition; Nan-Kirsten Forte, Executive Vice President, Consumer Services, WebMD PANEL: "Healthcare Unbound": How Boomers are Demanding (and influencing) a New Healthcare LandscapeFrom retail health clinics, on-line health portals and wellness centers to cosmeceuticals, functional foods and proactive health technologies, Boomers' quest for health, wellness and longevity has taken on new meaning. To demonstrate how wide and varied the health landscape has become, our diverse panel of experts will share the latest trends for real time, connected, on "my terms" products, services and solutions and offer their perspectives on where future opportunities lie.
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PANEL: "Variety is The Spice of Life": Envisioning The Next Generation of Boomer Housing and Community LivingModerator: Kelly Greene, Staff Reporter, The Wall Street Journal Panelists: Richard Dugas, CEO, Pulte Homes, Inc.; Stephen Roop, President, Beacon Hill Village; Gretchen Addi, Location Lead, IDEO; Arthur Cresce, Housing and Household Economics and Statistics, Census Bureau; Marc Hottenroth, Industrial Design Leader, GE Appliances PANEL: "Variety is The Spice of Life": Envisioning The Next Generation of Boomer Housing and Community LivingWhere will Boomers live? What will they seek from their community? How will they maintain an active lifestyle? These answers have implications for all companies beyond those in the housing market. Join our panel of experts to learn the latest trends in housing including aging in place, affinity housing, co-housing, NORCs, smart homes, green building, reverse migration and more. And learn how Boomers quest for choice, control, and continuity are creating a new generation of housing options, as wide and varied as they are. |
| 2:30 | Refreshment Break Sponsored by JWT Boom |
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| 2:45 | Online Campaign Optimization: Influencing Boomers through Meaningful Online EngagementDavid Weigelt, Marketing Strategist & Partner, Immersion Active Jonathan Boehman, Creative Director & Partner, Immersion ActiveOnline Campaign Optimization: Influencing Boomers through Meaningful Online EngagementBeing an influential brand with baby boomers online is the result of meaningful engagement. Your brand should not only be a part of the conversation, it should influence it. This starts by defining what meaningful engagement means for the largest and fastest growing group of consumers on the Internet. In this presentation, we will:
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Changing Food & Beverage Consumption Among Boomers: Reimagining the FutureMelissa Abbott, Senior Trendspotter and Analyst, The Hartman GroupChanging Food & Beverage Consumption Among Boomers: Reimagining the FutureAs Boomers age they are reimagining their lifestyle choices and specifically those related to food and beverage consumption and dining in American culture. This presentation will provide a current view of Boomers' changing approaches to food and well-being which are bearing new economic and cultural resonance that cannot be ignored by tomorrow's competitive manufacturers, marketers and retailers. |
How to Target Hispanic BoomersChiqui Cartagena, Managing Director, Integrated Marketing, Meredith, Author, Latino Boom! What Every Business Needs to Know about the US Hispanic MarketHow to Target Hispanic BoomersThere are over 7 million Hispanic Boomers in the U.S. Differences such as acculturation levels, income, health, education and culture all will impact the decisions they make about the types of products and services buy. Communications required by the Hispanic marketplace vary from the general market, but it is not all about language. |
| 3:15 | Refreshment Break Sponsored by JWT Boom |
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| 3:30 | Designing, Launching and Evolving JitterbugArlene Harris, Founder and Chairman of the Board of Directors, Chief Strategy Officer, Jitterbug/Great Call Inc.Designing, Launching and Evolving JitterbugThe Jitterbug phone is perhaps one of the most well-known new product launches for the 50+ market in the past year. It addressed various age related impairments through sensible design and smart functions customizable to the personal needs of Boomers and their parents. Hear the story behind the launch and evolution of Jitterbug and learn valuable lessons in creating and marketing a new product for this important market.
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The SHIFT Report: Strategic Insight on Boomers & SustainabilityKierstin DeWest, CEO, Co-Founder, CiThe SHIFT Report: Strategic Insight on Boomers & SustainabilityWhen it comes to purchasing decisions, what are the top areas Boomers' are making socially responsible and sustainable choices? Which ones rank highest? Which ones rank lowest? Which communications tools are Boomers looking to determine whether a brand is socially responsible, or not? This presentation, based on a 5,000 person North American general population study and segmentation analysis will provide the answer to these questions, discuss the importance of avoiding Knee-Jerk Green Marketing and more. |
Web 2.0 and the 50+ Demographic: The Latest from AARP.orgKit Cody, General Manager Web Strategy, AARP Services, Inc.Web 2.0 and the 50+ Demographic: The Latest from AARP.orgEarlier this year, AARP re-launched its Web site, AARP.org incorporating a social networking platform, multi-player games and tools for tapping the collective wisdom of its 38 millions members. Hear from one the leads behind the new AARP.org, learn how users are leveraging the site, and get a preview of what AARP sees as growth areas for online engagement.
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| 4:00 - 5:00 | Now What? Brainstorming and Networking RoundtablesStick around for roundtable-brainstorming sessions moderated by Focalyst staff. Don't miss this chance to connect with fellow attendees -- from a range of industries -- who may be facing the same challenges as you. Debate, discuss and hone in on key takeaways from the conference that you can bring back to your organization. |
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| 5:00 | Conclusion of Conference |
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