BAI Executive Roundtable: Marketing Leader Circle

The BAI Executive Roundtable: Marketing Leader Circle (MLC) is an invitation-only program exclusively for CMOs and other executive marketing leaders from financial services organizations with asset sizes of at least $10 billion. This industry peer group is where marketing leaders come together to exchange ideas and network in a trusted environment.

Now in its seventh year, this program provides a unique and interactive experience that results in practical and actionable insights around critical issues. Built by marketing leaders for marketing leaders, participants determine their own agenda and create a strong network of peers for problem solving, brainstorming and personal brand building.

The program is year-round and has a number of touchpoints for its members, including two in-person Executive Roundtables that are co-chaired by CMOs from leading financial services organizations in the U.S. and Canada.

Benefits to Participation:

  • Engage with a true industry peer group of CMOs and other executive marketing leaders in the retail banking industry
  • Participate in strategic discussions around key challenges and opportunities facing financial services marketers today
  • Access peer insights and engage in idea exchanges to add value to your strategic planning
  • Hear perspectives from outside the industry, as well as access proprietary research that can impact your marketing strategy
  • Take advantage of thought leadership within the peer group and beyond, including contributing to BAI Banking Strategies, speaking at conferences, webinars, podcasts and other opportunities
  • Expand your networking group by connecting with other participants year round

If you are interested in participating or learning more about the BAI Executive Roundtable: Marketing Leader Circle please contact Alison Estrada at

BAI Executive Roundtable: Marketing Leader Circle 2018 Schedule

BAI Executive Roundtable - Chicago, IL

Meeting Chair: David Thuma, Executive Vice President and Chief Marketing Officer, PNC 
Tuesday, April 24, 2018
Reception and Dinner
Wednesday, April 25, 2018 Roundtable meeting

BAI Executive Roundtable at BAI Beacon - Orlando, FL

Tuesday, Oct 9, 2018
Roundtable meeting