BAI Marketing Executive Roundtable

The BAI Marketing Executive Roundtable 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.

BAI Marketing Executive Roundtable 2019 Schedule

May 8-9 | BAI Headquarters—Chicago, IL

Meeting Chair: Pam Thomas, Executive Vice President, Marketing, Frost Bank
Wednesday, May 8
Networking reception
Thursday, May 9 Roundtable meeting

October 8 - 10 | BAI Industry Forum—Boston, MA

Executive Roundtable Meeting

This industry peer group is where CMOs and other senior marketing leaders come together to exchange ideas and network in a trusted environment. Built by marketing leaders for marketing leaders, participants determine their own agenda to discuss challenges and opportunities impacting financial services such as MarTech, including AI and machine learning, talent, customer experience and the customer journey, as well as the expanding role of marketing leaders.

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

Topics Discussed Include:

  • Marketing Priorities
  • Data Analytics
  • Sales & Marketing Alignment
  • MarTech, including AI and Machine Learning
  • Talent
  • Customer Experience and Customer journey
  • Expanding Role of Marketing Leaders

If you are interested in participating or learning more about the BAI Marketing Executive Roundtable please contact Alison Estrada at aestrada@bai.org.