Join an Exclusive CMO Roundtable Dinner in San Francisco

Date: Monday, November 3, 2025 
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We're heading to the Golden Gate City 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, November 3, 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

  • 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 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.

Apply to Attend