The Big Apple is a major hub for leaders in the wealth space—making it a fitting location for our next CMO Roundtable Dinner. Engage with 10–12 fellow marketing leaders at one of New York City's top dining establishments, exchanging ideas and actionable insights.
- 📅 Date: Monday, September 8, 2025
- 🕡 Time: 6:00 - 8:00 PM
- 📍 Location: Shared with guests upon approval
Hosted by Jeff Mancini, CEO and Whitney Parker Mitchell, CMO
Topics on the Agenda
- Tackling the Decline in Google Search Traffic: Many marketing executives are experiencing 20%–60% drops in organic traffic due to AI-driven summaries. We discussed innovative ways to recapture top-of-funnel awareness and sustain engagement in a changing landscape.
- Evolving Event Strategies: From large trade shows to smaller, focused experiences, the CMOs we've met with are seeing a shift in ROI. We talked about how bespoke dinners, roundtables, and curated gatherings create deeper connections and better outcomes.
- Creating High-Value, Premium Content: In an era of abundant AI-produced content, CMOs in our group talked about ways to develop original, data-driven resources and research that provide genuine value and differentiates brands.
Join this exclusive dinner to discuss real-world solutions to today's marketing challenges. You'll walk away with fresh perspectives, deeper connections, and a clearer vision for strategic engagement with the financial services sector.
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
Space is limited to ensure a dynamic discussion. If you're interested in attending, please complete our short application. We'll contact you to confirm your participation.
