We're returning to San Diego for another CMO Roundtable Dinner, capitalizing on the city's flourishing innovation corridor and vibrant startup community. Connect with 10–12 fellow marketing executives for a night of thought-provoking discussions at one of San Diego's acclaimed restaurants.
- 📅 Date: Monday, Septeber 15, 2025
- 🕡 Time: 6:00–8:00 PM
- 📍 Location: Shared with guests upon approval
Hosted by Jeff Mancini, and Whitney Parker Mitchell, CMO.
What We'll Discuss
- Replacing Lost Organic Traffic: With Google Search evolving and AI summaries capturing key takeaways, many marketers have seen a significant dip in lead generation. Let's discuss fresh approaches for maintaining visibility and driving qualified traffic.
- Refining Event and Conference Tactics: Are large trade shows still meeting your expectations, or is the future in smaller, curated gatherings? We'll swap success stories on how to maximize value from both traditional and niche events.
- Elevating Content in the AI Age: The digital noise level is high, so how do we produce authoritative, premium content that resonates with financial services audiences and positions us as trusted partners?
Join this exclusive gathering to expand your professional network, share real-world experiences, and help guide the future of marketing in financial services.
Past attendees and participants in our marketing events include companies large and small: Google, Adobe, Optiv, Cyderes, eClerx, Airwallex, OFX, Trulioo, Visa, Wells Fargo, AffiniPay, ZOHO, Catchpoint, Intapp, Q2 Software, and many more.
Request to Attend
Seats are limited to maintain an intimate, productive environment. Complete our short application to be considered, and we'll confirm your spot soon.
