CMO Roundtables and Networking Events

Senior marketing leaders from technology and solution providers connect through curated gatherings designed to foster candid peer exchange and meaningful professional relationships.

Connecting Marketing Leaders Across Regulated Industries

Senior marketing leaders today operate in an environment defined by measurable growth expectations, rapid technological change, and increasing board visibility. The CMO Roundtables and Networking Events convene marketing leaders from technology and solution providers that market to regulated industries including banking, insurance, accounting, wealth management, employee benefits, mortgages, and municipal finance for candid conversations, peer exchange, and meaningful professional connections.

Upcoming Events
Invitation-only gatherings where senior leaders connect with peers to exchange perspectives and discuss the challenges shaping modern marketing leadership.

Join us on June 3, 2026, for an invitation-only luncheon convening executive marketing leaders for candid, strategic conversation during InsurTech Insights USA in New York.

Join us on June 16, 2026, for an invitation-only luncheon convening executive marketing leaders for candid, strategic conversation during SHRM26 in Orlando.

Past Event Highlights
Highlights from previous invitation-only gatherings where senior leaders came together to exchange perspectives and discuss the evolving challenges shaping modern marketing leadership.

A private, invitation-only gathering of fintech founders and CEO-level leaders.

A private, invitation-only gathering of senior marketing leaders.

A private, invitation-only gathering of senior marketing leaders across payments, fintech, and financial services.

A private, invitation-only gathering of senior marketing leaders across fintech and financial services.

How technology, AI, and evolving advisor expectations are reshaping how companies drive growth

Virtual Insights for Marketing Leaders
Virtual discussions that bring together senior leaders and industry experts to explore the trends shaping modern marketing leadership.

New research from Financial Planning explores how financial advisors are approaching artificial intelligence, where adoption is accelerating, and where concerns remain.

Mortgage tech buying is more complex than ever. Learn how AI, shifting search behavior, and rising expectations for trusted content are reshaping how buyers evaluate vendors and what it takes to stand out.

Meet Whitney Mitchell, CMO of Arizent

Whitney Mitchell, Chief Marketing Officer of Arizent, leads the CMO Roundtable initiative across the company's portfolio of industry media brands. Her vision is to create space for senior marketing leaders to engage in candid conversation, exchange ideas, and build meaningful relationships with peers navigating similar marketing and growth challenges. Connect with Whitney here.

Looking to join our CMO community? Connect with senior marketing leaders through executive gatherings, virtual discussions, and peer insights. Members receive invitations to roundtables, access to thought leadership conversations, and perspectives from marketing leaders shaping modern marketing leadership. To learn more or request an invitation, email Amy Hamm.